Starting a New Project

Cheryl A. WilhelmsenLee Ostrom

Chapter 2 From Textbook

Good for finding your way around the menus and views in Project

The More button is the down arrow next to the ? icon

Chapter 2 From Textbook (Cont)

Switching views Keeps all the data, it is just presented in

a different format

To see the info on each view you can 1) Use the scroll bars to scroll across 2) Widen the columns and view areas

Chapter 2 From Textbook (Cont)

Resource details view On the View menu, click Resource Sheet

On the View menu, point to Table: Entry and then click Work

For the Task Usage for the resources, On the View menu, Click Task Usage

Chapter 2 From Textbook (Cont)

Quick Reference on Page 29 reviews the chapter material

Session 2 New Material

Saving your project as a new template

Enter a Task List Enter Tasks & Their Durations Create a Milestone Create a Recurring Task Structure Tasks into a Logical Outline Edit a Task List

Save a Project File as a Template

1) On the File menu, click Save As

2) In the Save in box, select the drive and folder where you want to save the template

3) In the File name box, type a name for the template

4) In the Save as type box, click Template

Save a Project File as a Template (Cont)

5) Click Save

6) Select the check boxes for data you want to remove from your project file

7) Click Save

Enter Tasks & Their Durations

1. On the View menu, click Gantt Chart

2. In the Task Name field, type a task name, and then press TAB

Enter Tasks & Their Durations

3. In the Duration field, type the amount of time each task will take in months, weeks, days, hours, or minutes, not counting nonworking time. Use the abbreviations:

Months = mo Weeks = w Days = d Hours = h Minutes = m

Enter Tasks & Their Durations

4. Press Enter

You can also add a note about a task. In the Task Name field, select the task, and then click Task Notes (icon). Type your information in the Notes box, and then click OK

Create a Milestone

1. In the Duration field, click the duration of the task you want to make a milestone, and then type 0d

2. Press Enter

Create a Milestone (Cont)

You can make any task a milestone by:

Clicking the task in the Task Name field

Clicking Task Information Clicking the Advanced tab, and then

select the Mark task as milestone check box

Create a Recurring Task

1. In the Task Name field, click the row below where you want the recurring task to appear

2. On the Insert menu, click Recurring Task

3. In the Task Name box, type the task name

Create a Recurring Task (Cont)

4. In the Duration box, type or select the duration of a single occurrence of the task

5. Under Recurrence pattern, click Daily, Weekly, Monthly, or Yearly

6. To the right of Daily, Weekly, Monthly, or Yearly, specify the task frequency

Create a Recurring Task (Cont)

7. Under Range of recurrence, type a start date in the Start box and then select End after or End byIf you selected End after, type the number of occurrences for the task.If you selected End by, type the date you want the recurring task to end.

8. Click OK

Structure Tasks into a Logical Outline

To organize your outline, use the outline buttons: Indent (right arrow) Outdent (left arrow) Show subtasks (plus) Hide subtasks (minus) Show all subtasks (plus, plus)

Structure Tasks into a Logical Outline (Cont)

1. On the View menu, click Gantt Chart

2. Click the first task you want to make into a subtask

3. On the Insert menu, click New Task

Structure Tasks into a Logical Outline (Cont)

4. In the inserted row, type the name of the new summary task in the Task Name field

5. In the Task Name field, select the tasks you want to make into subtasks

6. Click Indent (right arrow) to indent these tasks

Edit a Task List

1. In the ID field (the leftmost field), select the task you want to copy, move, or delete

- To select a row, click the task ID number- To select a group of adjacent rows, hold

down SHIFT, and then click the first and last ID numbers of the group

- To select several nonadjacent rows, hold down CTRL, and then click the task ID numbers

Edit a Task List (Cont)

2. Copy, move, or delete the task - To copy the task, click Copy (double

paper lists) - To move the task, click Cut (scissors) - To delete the task, press DELETE

Edit a Task List (Cont)

3. To move the selection you cut or repeat the selection you copied, select the rows where you want to paste it. Be sure to select entire rows.

4. Click Paste (clipboard list)