September 25, 2009 10:00 AM – 11:00 AM (PDT)
8 Steps to Microsoft Project Success
Dux Raymond Sy, PMP
Presentation Objectives
Learn how to leverage Microsoft Project by properly: Defining project schedule
Utilizing relevant project calendar
Identifying tasks and dependencies
Entering task estimates based on duration, work or resource
Outlining resource availability and task assignments
Tracking project actuals against project baseline information
Creating reports for stakeholders
Dux Raymond Sy, PMP
Managing Partner, Innovative-E, Inc.
Author, “SharePoint for Project Management” by O’Reilly Media
Contract Author & Instructor, Learning Tree International
For more information, connect with Dux
E-Mail: [email protected]
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: twitter.com/meetdux
Agenda
Microsoft Project is a Tool, Remember?
8 Steps to Microsoft Project Success
Questions and Answers
Let’s Get Priorities in Order
For my dream house I will buy a piece of land
Then buy drywall, tools, etc. at the hardware store
Start building
Realize that Microsoft Project is a project management tool Initial planning is needed prior
to using the tool
Project Charter
High-level Scope
Work Breakdown Structure (WBS)
What is Microsoft Project?
A project management tool that supports Project Schedule Development and Management
Planning
Tracking
Resource Management
Project Reporting
It assumes that you are familiar with a project management process
What Do I Need to Get Started?
Hopefully at this point, the initial Work Breakdown Structure (WBS) is created by the project team
A WBS is a deliverable based grouping of project tasks An effective way to define and organize all of the work
required to complete a project
WBS Example
Learn about effective project planning: http://go.meetdux.com/v3qx
Key Steps in Utilizing Microsoft Project
1. Define project scheduling
2. Enter tasks
3. Enter task durations or work effort
4. Link tasks
5. Assign resources and costs
6. Review and baseline project plan
7. Track progress
8. Generate relevant reports
Agenda
Microsoft Project is a Tool, Remember?
8 Steps to Microsoft Project Success
Questions and Answers
1. Define project scheduling
Microsoft Project has to know how to schedule the project Do you know the project Start Date or End Date ?
Go to Project > Project Information
2. Enter Tasks
Enter tasks in the Gantt View
Go to View > Gantt View
3. Enter Task Durations or Work Effort
Enter the task estimates you’ve gathered Duration
Work
Time Units Months (mo)
Weeks (w)
Day (d)
Minutes (mi)
4. Link Tasks
Tasks can be linked multiple ways Gantt View
Network Diagram View
Learn about task dependencies: http://go.meetdux.com/kr6t
5. Assign Resources and Costs
Define Resource Pool Go to View > Resource Sheet
Assign Resources to Tasks
Assigning Multiple Resources
By default, Microsoft Project will update duration if resources are added or removed from a task
Entering Task Costs
View > Table: Entry > Cost
6. Review and Baseline Project Plan
Tools > Tracking > Set Baseline
7. Track Progress
What are you tracking? Schedule
Budget
Change
Project tracking entails
Tracking Tools
View > Toolbars > Tracking
View > Table:Entry > Tracking
8. Generate Relevant Reports
Agenda
Microsoft Project is a Tool, Remember?
8 Steps to Microsoft Project Success
Questions and Answers
Questions?
E-Mail: [email protected]
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: twitter.com/meetdux
How did you like the presentation? http://sp.meetdux.com/post_feedback.aspx
Thank You!