Microsoft Project Step by Step (covering Project Online Desktop Client)

Book description

The quick way to learn Microsoft Project!

This is learning made easy. Get more done quickly with Microsoft Project. Jump in wherever you need answers brisk lessons and detailed screenshots show you exactly what to do, step by step.

  • Quickly start a new plan, build task lists, and assign resources

  • Share your plan and track your progress

  • Capture and fine-tune work and cost details

  • Use Gantt charts and other views and reports to visualize project schedules

  • Share resources across multiple plans and consolidate projects

  • Manage Agile plans using the new task boards to create backlogs, plan sprints, and hold scrum meetings

  • Learn more about integrating Project with Microsoft 365 solutions for collaboration

  • Master project management best practices as you learn Project

  • Easily identify the features and lessons you need

Table of contents

  1. Cover Page
  2. Title Page
  3. Copyright Page
  4. Pearson’s Commitment to Diversity, Equity, and Inclusion
  5. Contents at a Glance
  6. Contents
  7. Acknowledgments
  8. About the author
  9. Introduction
    1. Who this book is for
    2. The Step by Step approach
    3. Download the practice files
    4. E-book edition
    5. Adapt procedure steps
    6. How to get support & provide feedback
  10. Part 1: Get started with Microsoft Project
    1. 1. Project, project management, and you
      1. Meet the Project program
      2. Meet the Project family
      3. Users of Project Standard and Project Professional
      4. See the new features in Project Online desktop client
      5. Review features in earlier versions
      6. Take a project manager’s perspective
      7. Let’s get started!
    2. 2. Take a guided tour
      1. Explore the Project user interface
      2. Manage files and set options in the Backstage view
      3. Work with schedule details in views
      4. Use reports to check a plan’s status
      5. Skills review
      6. Practice tasks
  11. Part 2: Simple scheduling basics
    1. 3. Start a new plan
      1. Create a new plan and set its start date
      2. Set nonworking days in the project calendar
      3. Enter the plan title and other properties
      4. Skills review
      5. Practice tasks
    2. 4. Build a task list
      1. Create tasks
      2. Switch task scheduling from manual to automatic
      3. Enter task durations and estimates
      4. Enter milestone tasks
      5. Create summary tasks to outline the plan
      6. Link tasks to create dependencies
      7. Check a plan’s duration and finish date
      8. Document task information
      9. Skills review
      10. Practice tasks
    3. 5. Set up resources
      1. Set up work resources
      2. Enter the maximum capacity for work resources
      3. Enter work resource pay rates
      4. Adjust working time in a resource calendar
      5. Set up cost resources
      6. Document resources by using notes
      7. Skills review
      8. Practice tasks
    4. 6. Assign resources to tasks
      1. Assign work resources to tasks
      2. Control work when adding or removing resource assignments
      3. Assign cost resources to tasks
      4. Check the plan after assigning resources
      5. Skills review
      6. Practice tasks
    5. 7. Format and share your plan
      1. Customize a Gantt chart view
      2. Add tasks to a Timeline view
      3. Customize reports
      4. Copy views and reports
      5. Print views and reports
      6. Skills review
      7. Practice tasks
    6. 8. Track progress: Basic techniques
      1. Understand progress tracking
      2. Save a baseline of your plan
      3. Track a plan as scheduled
      4. Enter a task’s completion percentage
      5. Enter actual values for tasks
      6. Skills review
      7. Practice tasks
  12. Part 3: Advanced scheduling techniques
    1. 9. Fine-tune task scheduling
      1. See task relationships by using Task Path
      2. Adjust task link relationships
      3. Control task scheduling by using constraints
      4. Interrupt work on a task
      5. Adjust working time for individual tasks
      6. Control task scheduling by using task types
      7. See task schedule details by using the Task Inspector
      8. Skills review
      9. Practice tasks
    2. 10. Fine-tune task details
      1. Enter deadline dates
      2. Enter fixed costs
      3. Create a recurring task
      4. View the plan’s critical path
      5. Schedule summary tasks manually
      6. Skills review
      7. Practice tasks
    3. 11. Fine-tune resource and assignment details
      1. Change resource availability over multiple date ranges
      2. Work with multiple resource pay rates
      3. Change resource pay rates over different date ranges
      4. Delay the start of assignments
      5. Apply contours to assignments
      6. Create and assign material resources
      7. View resource capacity
      8. Adjust assignments in the Team Planner view
      9. Skills review
      10. Practice tasks
    4. 12. Fine-tune the Project plan
      1. Examine resource allocations over time
      2. Resolve resource overallocations manually
      3. Level overallocated resources
      4. Check the plan’s cost and finish date
      5. Inactivate tasks
      6. Skills review
      7. Practice tasks
    5. 13. Organize plan details
      1. Sort plan details
      2. Group plan details
      3. Filter plan details
      4. Create new tables
      5. Create new views
      6. Skills review
      7. Practice tasks
    6. 14. Track progress: Detailed techniques
      1. Update a baseline
      2. Track actual and remaining work for tasks and assignments
      3. Track timephased actual work for tasks and assignments
      4. Reschedule incomplete work
      5. Skills review
      6. Practice tasks
    7. 15. View and report project status
      1. Examine a plan’s variance
      2. Identify tasks that have slipped
      3. Examine task costs
      4. Examine resource costs
      5. Skills review
      6. Practice tasks
  13. Part 4: In-depth and special subjects
    1. 16. Format and print views: In-depth techniques
      1. Format a Gantt chart view
      2. Format a Timeline view
      3. Format a Network Diagram view
      4. Format a Calendar view
      5. Print and export views
      6. Skills review
      7. Practice tasks
    2. 17. Format reports: In-depth techniques
      1. Create a custom report
      2. Customize charts in a report
      3. Customize tables in a report
      4. Skills review
      5. Practice tasks
    3. 18. Customize Project
      1. Share custom elements between plans
      2. Record and run macros
      3. Edit macros
      4. Customize the ribbon and Quick Access Toolbar
      5. Skills review
      6. Practice tasks
    4. 19. Share information with other programs
      1. Copy Project data to and from other programs
      2. Open files in other formats in Project
      3. Save to other file formats from Project
      4. Generate reports with Excel and Visio
      5. Skills review
      6. Practice tasks
    5. 20. Consolidate projects and resources
      1. Share a resource pool across multiple plans
      2. Consolidate plans
      3. Create dependencies between plans
      4. Skills review
      5. Practice tasks
    6. 21. Use Agile project management with Project
      1. Get started in Agile with the Sprints Project template
      2. Create the product backlog
      3. Create the Agile team
      4. Customize task board cards
      5. Plan a sprint
      6. Record progress from daily scrum meetings
      7. Generate reports for sprint reviews
      8. Sources for more information
      9. Skills review
      10. Practice tasks
  14. Part 5: Appendixes
    1. Appendix A. A short course in project management
      1. Understand what defines a project
      2. The project triangle: View projects in terms of time, cost, and scope
      3. Time, cost, and scope: Manage project constraints
      4. Manage your projects with Project
    2. Appendix B. Develop your project management skills
      1. Join a Project learning community
      2. Join a project-management learning community
    3. Appendix C. Integration with Microsoft 365 solutions for collaboration
      1. Set the Project Online desktop client or Project Professional to Computer mode
      2. Link to a Microsoft Planner plan
      3. Import into Project for the web
      4. Synchronize tasks with SharePoint Online
      5. Collaborate in Project Online/Project Server by using Project Web App
      6. Project portfolio management
    4. Appendix D. Use this book in a classroom
      1. Match content to instructional needs
      2. Teach project management with Project
  15. Glossary
  16. Index

Product information

  • Title: Microsoft Project Step by Step (covering Project Online Desktop Client)
  • Author(s): Cindy M. Lewis
  • Release date: March 2022
  • Publisher(s): Microsoft Press
  • ISBN: 9780137565061