book

Microsoft Project 2013: Step by Step

Name: Microsoft Project 2013: Step by Step
ISBN: 9780735674394

by Carl Chatfield, Timothy Johnson

March 2013

Beginner

576 pages

15h 25m

English

Microsoft Press

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Table of Contents
Introduction
Who this book is forHow this book is organizedDownload the practice filesYour settings in ProjectYour companion ebookGet support and give feedbackErrataWe want to hear from youStay in touch
I. Introduction to Microsoft Project
1. Microsoft Project, project management and you
Meet the Project applicationMeet the Project familyNew features in Project 2013What was new in Project 2010What was new in Project 2007You as a project managerLet’s get started!
2. A guided tour of Project
The Project interface: Finding your way aroundThe Backstage view: Managing files and setting optionsThe ribbon and tabs: Finding the features you wantViews: Working with schedule details the way you wantReports: Seeing project status in new waysKey points
II. Simple Scheduling Basics
3. Starting a new plan
Starting a new plan, and setting its start dateSetting nonworking days in the project calendarEntering the plan’s title and other propertiesKey points
4. Building a task list
Entering task namesEntering task durationsEntering a milestone taskCreating summary tasks to outline the planCreating task dependencies with linksSwitching task scheduling from manual to automaticChecking the plan’s duration and finish dateDocumenting tasks with notes and hyperlinksKey points
5. Setting up resources
Entering work resource namesEntering resources’ maximum capacityEntering resource pay ratesAdjusting working time in a resource calendarSetting up cost resourcesDocumenting resources with notesKey points
6. Assigning resources to tasks
Assigning work resources to tasksControlling work when adding or removing resource assignmentsAssigning cost resources to tasksChecking the plan’s duration, cost, and workKey points

7. Formatting and sharing your plan
Customizing a Gantt chart viewCustomizing a Timeline viewCustomizing reportsCopying views and reportsPrinting views and reportsKey points
8. Tracking progress
Saving a baseline of your planTracking a plan as scheduled through a specific dateEntering a task’s completion percentageEntering actual values for tasksKey points
III. Advanced Scheduling Techniques
9. Advanced task scheduling
See task relationships with Task PathAdjusting task link relationshipsSetting task constraintsInterrupting work on a taskAdjusting working time for individual tasksControl task scheduling with task typesKey points
10. Fine-tuning task details
Entering deadline datesEntering fixed costsSetting up a recurring taskViewing the project’s critical pathScheduling summary tasks manuallyKey points
11. Fine-tuning resource and assignment details
Setting up resource availability to apply at different timesEntering multiple pay rates for a resourceSetting up resource pay rates to apply at different timesSetting up material resourcesDelaying the start of assignmentsApplying contours to assignmentsApplying different pay rates to assignmentsAssigning material resources to tasksViewing resource capacityAdjusting assignments in the Team Planner viewKey points
12. Fine-tuning the Project plan
Examining resource allocations over timeResolving resource overallocations manuallyLeveling overallocated resourcesChecking the plan’s cost and finish dateInactivating tasksKey points
13. Organizing project details
Sorting Project detailsGrouping Project detailsFiltering Project detailsCreating new tablesCreating new viewsKey points
14. Tracking progress on tasks and assignments
Updating a baselineTracking actual and remaining values for tasks and assignmentsTracking timephased actual work for tasks and assignmentsRescheduling incomplete workKey points
15. Viewing and reporting project status
Identifying tasks that have slippedExamining task costsExamining resource costsReporting project cost variance with a stoplight viewKey points
16. Getting your project back on track
Troubleshooting time and schedule problemsTroubleshooting cost and resource problemsTroubleshooting scope-of-work problemsKey points
IV. In-Depth and Special Subjects
17. Applying advanced formatting and printing
Formatting a Gantt chart viewFormatting a Timeline viewFormatting a Network Diagram viewFormatting a Calendar viewPrinting and exporting viewsKey points
18. Advanced report formatting
Formatting tables in a reportFormatting charts in a reportCreating a custom reportKey points
19. Customizing Project
Sharing custom elements between plansRecording macrosEditing macrosCustomizing the ribbon and Quick Access ToolbarKey points
20. Sharing information with other programs
Copying Project data to other programsOpening other file formats in ProjectSaving to other file formats from ProjectGenerating visual reports with Excel and VisioKey points
21. Consolidating projects and resources
Creating a resource poolViewing assignment details in a resource poolUpdating assignments in a sharer planUpdating a resource’s information in a resource poolUpdating all plans’ working times in a resource poolLinking new plans to a resource poolChanging sharer plan assignments and updating a resource poolConsolidating plansCreating dependencies between plansKey points
V. Appendices
A. A short course in project management
Understanding what defines a projectThe project triangle: Viewing projects in terms of time, cost, and scopeTimeCostScopeTime, cost, and scope: Managing project constraintsManaging your projects with Project
B. Developing your project-management skills
Joining a Project learning communityJoining a project-management learning communityFinal words
C. Collaborating: Project, SharePoint, and PWA
Introduction to sharing your plan with SharePointSources for more informationIntroduction to team collaboration with Project Web AppSources for more informationIntroduction to Enterprise Project ManagementSources for more information
D. Using this book in a classroom
Matching content to instructional needsTeaching project management with Project
E. Glossary
F. About the authors
Acknowledgments
Index
About the Authors
Copyright

Content preview from Microsoft Project 2013: Step by Step

Chapter 3. Starting a new plan

Chapter at a glance

Create

Create a new plan, Starting a new plan, and setting its start date.

Start

Set the new plan’s start date, 1.

Holiday

Set working-time exceptions in the project calendar, Setting nonworking days in the project calendar.

Detail

Enter properties like the plan’s title, Entering the plan’s title and other properties.

IN THIS CHAPTER, YOU WILL LEARN HOW TO

Start a new plan, set its start date, and save it.
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Microsoft Project 2013: Step by Step

by Carl Chatfield, Timothy Johnson

Chapter 3. Starting a new plan

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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