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lab 1
Objectives – MS
Project 2010
q Understanding
Project Scheduling
q Introduction
to Microsoft Project
q Working
with Project Tasks
q Basic
views, time scales and reports
Whether you are a project manager or not,
project management techniques are extremely helpful in meeting goals and
objects. Project management techniques
define a path to a specified goal and then supervise the implementation.
MS Project can help you establish your
initial plan as well as monitor progress.
MS Project can quickly produce reports and other information that will
help keep management, customers, and your project team informed. To get the most from MS Project, not only do
you need to understand project management terminology, you also need to be
familiar with the software itself.
Therefore, do not attempt to quickly finish the lab, but take your time
and read all instructions carefully.
Understanding
Project Scheduling
A typical project is composed of tasks and resources. After tasks are
identified, you organize the tasks in a logical hierarchy, also called a Work Breakdown Structure (WBS). Eventually, this sequence will show the
interdependencies of each task. Then each task is given a duration. In MS Project,
this can be in weeks, days, hours or minutes.
You can also specify a milestone,
which will represent an event that marks the completion of a group of related
tasks.
To accomplish any task, you need resources. Resources can include people, equipment,
material or special facilities necessary to complete a task. Resource availability
and scheduling are important
constraints to completing a task.
Once you establish a plan, complete with
tasks and resources, you will often need to refine the plan before saving it as
a baseline. The baseline is your guideline to help manage
the project.
MS Project Basics
When you first start MS Project, a blank
project file is displayed in Gantt Chart
View. (If you need to open an existing MS Project file, the file extension
is .mpp.) Let’s take a look at the
main window:
.gif”>.jpg”>
The above image
is the default screen for MS Project 2010. The right side of the screen consists
of the area for the Gantt Chart. The left side of the screen is the Entry table
where tasks, durations, and other task information is entered. The Entry Table
and Gantt Chart are separated by a moveable Divider
Pay particular attention to this layout. The Entry table is where we enter our
tasks and durations. The Gantt
chart will eventually show our tasks and durations in a graphical bar
chart. The other part of significance is
the divider. This allows you to show
more or less of the Entry table/Gantt chart.
In Project 2010 the menu bar is set up into
Ribbons. To access the various ribbons,
Tabs are selected across the top of the menu bar. Within the ribbon the various sections are
divided into groups:
.gif”>.gif”> TABS
.jpg”>
.gif”>
.gif”>
Ge with views. A view is a format in which you can enter
and/or display information in MS Project.
Your default view is known as the Gantt view: it is made up of the Entry
table on the left, used to enter
task information, and the Gantt chart on the right, which graphically represents
the task information on a timescale.
Task and resource views in MS Project fall
into three categories: sheet views, chart and graph views, and form views. Each view displays
combinations of project information in different ways. Understanding what is your current view and
changing views is critical in mastering MS Project.
Sheet views display task or resource
information in a row and column format (similar to MS Excel). Chart and graph views provide a graphical
representation of task or resource information.
Form views display task or resource information in a format that
displays a single task or single resource at a time. You use a form view when you want to focus on
detailed information about a specific task or resource.
MS Project comes with 27 (MS Project 2010) predefined
views.
1.
From the Task tab and the View
group, click Calendar. What do you see?
2.
Now click on Task Usage. How is this different?
3.
Finally, click on Network
Diagram. Graphical view of tasks
4.
Return to the Gantt Chart view.
5.
Another item to explore is the
timescale for the Gantt chart.
.jpg”>
On longer projects, you may not be
able to see all the tasks on the Gantt chart.
You can use the scroll bars to the right and on the bottom of the Gantt
chart or you can adjust the timescale of the chart (shown above). The top line of the timescale is referred to
as the Major timescale (Oct 6, 13,
etc.) and the bottom line as the Minor timescale (SMTWTFS). To adjust the timescale, you can use the Zoom
In and Zoom Out buttons on the View toolbar under Zoom:
.jpg”>
6.
Click the Zoom In button (the
one with the + sign). Notice the Major
timescale changes to a day and the Minor timescale changes to 6-hour
increments.
7.
Now click on the Zoom Out
button (the one with the – sign). The
Major timescale returns to a week and the Minor timescale changes to day
increments.
8.
Click on the Zoom Out button
again. Notice the Major timescale
changes to a month and the Minor timescale changes to 3-day increments.
9.
Click the Zoom In button again
to return to the default of a week and one-day increments.
You can also specify your own timescale by
selecting the Timescale dialog box on the View tab, Zoom group and the down
arrow under “Timescale:” or by right clicking on the time scale on
the Gantt chart.
Printing Project
Schedules and Reports
To manage a project effectively, you will
need to communicate project information to a variety of people, therefore it is
important the reports printed are understandable by the readers.
You can print views and reports that meet
the needs of a specific person or group.
MS Project comes with 27 predefined views and 22 Visual reports and 29 standard
reports. Before you print a view or
report, it should be previewed to determine the number of pages that will be
printed and if any additional information needs to be added.
Using the Page Setup dialog box,
you can select page orientation, adjust scaling, change margins, and add or
change the headers and footers. You can
also add page breaks to control the flow of information. You can also create a legend at the bottom of the Gantt chart to explain the symbols used
in the chart. (With the exception of the Project Summary report, you must do this for each report/printout; it is NOT a universal page setup!)
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