Microsoft Project 2010 http:// www.tomspictures.net/tomandkelly2

1. Microsoft Project 2010http://www.tomspictures.net/tomandkelly2 50413 - Mastering Microsoft Project 2010 Instructor: Tom Vorves Dial In: 1 (800) 747-5150International: 1 (303) 248-1290Access Code: 6601011

2. The Group stmb@capgroup.com swilson@schiffhardin.com phil.morris@us.mcd.com pmooney@lynden.com pmclaren@lynden.com jwuerch@northlandservices.com hwolfgram@barriersafe.com

3. Introduction: Mastering Microsoft Project • Describe how Project relates to the discipline of Project management. PMBOK • Know the significant new features of Project 2010. • Navigate to the primary views available using the Ribbon • Choose Views that display task, resource, or assignment information. • Select table within views to change the information that is available to see and edit. • Relate the features of Project to the 5 steps for building a plan in Project.

4. A Quick and Easy Overview of Managing with Project • Create a new project and prepare it for data entry. • Enter project tasks. • Sequence the tasks. • Define resources. • Estimate Task duration and assign resources. • Baseline the project. • Track project progress.

5. Setting Up a Project • Use multiple methods to create a new project, including opening an Excel file and a SharePoint Tasks list. • Establish one or more calendars to constrain resource availability. • Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date backward.

6. Lab: Setting Up a Project • Adding Holidays to the company calendar. • Making a custom calendar. • Setting the Project Start date. • Setting of the constraints.

7. Schedule: Manual vs. Auto • Describe which project functions are turned off for tasks using Manually Schedule mode. • Change the task mode from Manually Schedule to Auto Schedule and back. • Identify tasks that are in Manually Schedule mode by the task mode column and shape on the Gantt chart. • Describe situations that are particularly appropriate for using Manually Schedule. • Describe the limitations that a user must be aware of when using Manually Schedule mode.

8. Lab: Exploring Manual Schedule • Students practice switching tasks between Manual Schedule and Auto Schedule modes and identify the impact that makes on the project schedule and the individual tasks.

9. Creating a Work Breakdown Structure • Build and use summary and subordinate tasks. • Understand and use milestones. • Develop WBS Outlines. • Assign completion criteria. • Evaluate the WBS. • Understand and use WBS templates.

10. Lab: Manipulate a WBS • Creating notes within tasks. • Utilize Outline. • WBS Templates. • Using a Template. • Editing a Template. • Creating a Template.

11. Identifying Task Relationships • Understand and use the types of task relationships. • Understand and use various methods to create relationships. • Determine and display task sequence. • Understand and use lag, lead, and delay.

12. Lab: Display the sequence • Formatting Network diagram. • Modifying dependency lines. • Modifying items to be shown on the critical path.

13. Defining resources within Project • Define individual resources that will be used on the project. • Record the cost(s) of using each type of resource. • Record the limit of availability for each type of resource by establishing a resource calendar and defining the maximum units of that resource.

14. Lab: Resource Calendar and Availability • Add holidays to a standard calendar. • Applying calendars and analyze the impact to the project schedule. • Apply vacation schedules to a calendar. • Replacing resources based upon the resource’s calendar.

15. Making Work Package Estimates • Enter estimates for duration and costs for each task. • Distinguish between task types and describe when each is appropriate. • Describe the relationship between work, units, and duration. • Describe the way Effort Driven scheduling is affected by work, units, and duration. • Assign tasks to resources using the Team Planner view.

16. Lab: Work, Duration and Labor • Analyze the impact of duration, work, and labor. • Create material resources and assign cost to the resource. • Apply material resource to project and examine the impact to project costs.

17. Creating an Initial Schedule • Calculate the Schedule: The Theory Behind the Software. • Critical Path. • Schedule Float. • Constraints. • Deadlines. • Task Relationships and Crashing a Schedule. • Milestones. • Task Inspector.

18. Lab: Calculating an Initial schedule • Display float for all non-critical tasks. • Reviewing the impact to the Project plan. • Reviewing changes that can have a positive impact on the project plan.

19. Create a Resource Leveled Schedule • Project Statistics. • Resource Graph and Resource Sheet. • Resource Usage View. • Resource Allocation. • Task Usage View. • Realistic Resource Planning. • Resource Leveling. • Leveling Settings. • Leveling Settings Defined - Leveling Calculations. • Leveling Settings Defined - Resolving Over-allocations. • The Leveling Gantt Demonstrates Results of Leveling. • Manual Leveling.

20. Lab: Resource Leveling • Evaluate the project’s resource plan using the resource views. • Adjusting the schedule manually. • Adjust the schedule using the leveling feature.

21. Managing the Project • Tracking Field Definitions. • Creating the Project Baseline. • Displaying the Baseline on a Gantt Chart. • The Tracking Gantt. • Recording Progress Using % Complete. • Updating Task and Resource Status. • Recording Progress Using Actual Work. • Variance. • Percent Complete. • Cost. • Evaluating and Displaying Variance. • Scheduling interruptions. • Splitting tasks. • Rescheduling Work.

22. Lab: The Baseline • Using Project Statics to see the changes in your project plan. • Using the variance tables to understand the changes in your project plan.

23. Lab: Baselining and Tracking Performance • Baseline the project. • Entering Actuals.

24. Lab: Variance • Interpreting a variety of variance reports.

25. Formatting Output and Printing Reports • Formatting the Timeline • Using the Gantt Wizard • Visual Reports • Standard Reports • Custom Reports • Editing a Custom Report • Reports • Grouping, sorting, and filtering • Copy Picture to Office Wizard • More Formatting for the Gantt Chart • Reporting Against Budget • Creating a Budget

26. Lab: Reporting: Grouping • Create new fields • Create new groups • Create new views

27. Lab: Reporting: Using Standard and Custom reports • Using standard reports • Create a custom report

28. Managing Multiple Projects • Integrating Multiple Projects • Consolidating Project Files • Resource Pools • Summary

29. Lab: Consolidation of Shared Resources • Leveraging shared resources across multiple projects

30. Advanced Topics • Customizing WBS Prefix • Applying Grouping and Grouping customized Fields • Applying Filtering functions • Leveraging Global Templates • Identify resource delay within a Task • Applying Deadlines to a project

31. Lab: Grouping • Grouping

32. To-Do: Create a New Project File • Launch Project • All New Tasks are Auto-Scheduled • Set Project Start Date

33. To Do: Modify the Project Calendar • Project Tab  Change Working Time • Enter the “Exceptions”

34. To Do: Enter Tasks and Relationships • Enter a few tasks and Durations (keep durations under 5 days) • Insert a Task or Two • Link tasks • Chain button • Pred Column

35. To Do: Add and Apply Resources • Add a resource at the Resource Sheet View (Left Side of Screen) • Go back to Gantt Chart • Use the Task Sheet, Last Column called Resource Names to Assign a resource

36. To Do: Set a Baseline • Prepare: • Sequence Tasks • Assign Resources • Switch to the Tracking Gantt View • Switch to the Variance Table • Save the Baseline • Project Tab/Menu  Set Baseline • Observe the results • Change Tables: • Entry • Variance • Tracking

37. To Do: Explore MS Project Templates • File Tab • New • Create from an Online Template (Download)

38. To Do: Sync with SharePoint • File • Save and Send • Sync • L! URL http://spclass/jpmc3 • Outside: http://shareit.learnit.com/jpmc3 • ID: classroom\11-05 • Zaq123 • Tasks, Hey • Excel Need an Excel File using the TOP row as Column Headers • Well Named Headers • Data in the Excel File • File  Open  File Type = All Files  Select File  Open  Import Wizard

39. To Do: Create a Calendar and then Apply it to the Project • To Create a Calendar or Modify a Calendar • Project Tab  Change Working Time • To Apply the Calendar to the Project • Project Tab  Project Information  Calendar Drop Down

40. To Do: Modify Resource Calendar • Resource Sheet • Double Click on a Resource Name • Change Working Time Button • Enter Exceptions • Time Off • Time On – Type the Exception name  Details  Working Time • See the Results • Make sure a task duration extends a task through the said time off • Then Assign the Resource to the Task • Observe the Change in Schedule

41. To Do: Create and Apply a Calendar for Tasks • Create a Calendar • Project Tab  Change Working Time  Create new calendar • Enter Exceptions and/or Modify Work Weeks • Apply to tasks(s) • Double the Task • Advanced Tab • Calendar  Select the New Calendar (Default = None)

42. To Do: Display/Edit the Document Properties (Meta Data) • File Tab • Info • Project Information (on right side of screen) • Advanced Properties

43. To Do: Create 4 Different Task Bars • Auto Scheduled • Manually Scheduled with Dates • Manually Scheduled without dates (ghosted) • Inactivate Task (Project Professional Only)

44. Phil: Tom, I have a specific request for something I'd like to understand during this class, if possible: Phil: Master project with sub-projects managed by different PM's Phil: ...ability to show cross-project dependencies Phil: ...ability to display different views, specifically related to individual sub-projects while still displaying cross-project dependencies Phil: Also, how can we best represent such work (timelines and tasks) in SharePoint 2010 without Project Server?