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MS Project Tips & Tricks
Presenter:Natalie WielandPMP, MCSD, MCDBA, OCPDBA, MCT
Agenda• Setup Projects Quickly and Effectively
• Create Effective Project Schedules
• Communicate, Track, and Analyze Project Data
Setup Projects Quickly & Effectively
• How do I adjust Project Options?
• What are the benefits of using project templates?
• How do I import and export from other applications?
• How to I import from MS Outlook?
• How do I change working time?
• How do I change or remove the order of fields in a table?
Project Options
Project Options
Project Options
Project Templates
http://office.microsoft.com
Import from Excel
Import from Outlook
Working Time
Change Table FieldsAdd Existing ColumnCreate New Column
Create Effective Project Schedules
• How do I create a work breakdown structure?
• What is the difference between duration and work?
• How is the critical path calculated?
• How do I use constraints?
• How do I modify the resource calendar?
• What is the difference between fixed duration, work, and units?
Work Breakdown Structure• Phases
• Tasks
• Milestones
Duration vs Work• Work
• man hours• Effects budget
• Duration• How long to complete man hours• Effects Schedule
Duration vs Work• Gantt Chart – Table: Usage
Task Predecessors
Finish-to-Start
Start-to-Start
Finish-to-Finish
Start-to-Finish
Critical Path• The path (sequence) of activities which
represent the longest total time required to complete the project.
• A delay in any activity in the critical path causes a delay in the completion of the project.
Constraints
Resource Calendar
Fixed Duration, Work, and Units
Revision MadeRevision Made
Task TypeTask Type Duration Units Work
Fixed Duration Work Work Units
Fixed Units Work Duration Duration
Fixed Work Units Duration Duration
Work = Duration * Units
Microsoft Project changes these
Communicate, Track, & Analyze Project Data
• How do I create or modify views?
• How do I use filters?
• How do I create and use baseline data?
• What is the difference between planned, schedule, and actual dates?
• How do I apply progress to my project?
• How do I customize reports?
• How can I share my project data?
Create & Modify Views
Use Filters• Filter or Group by:
• Critical Path• Milestones• Date Ranges• Resources• Slipping Tasks• Incomplete• Etc.
Create Baseline Data
Applying Progress
• Tracking Toolbar
• Gantt View – Table: Tracking
Customize Reports
Share Project Data
Q & A
Chesley SmithCorporate Account [email protected]
Chris TenoldConsumer Educational [email protected]
Natalie [email protected]
