book

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

Name: Microsoft Project Step by Step (covering Project Online Desktop Client)
Author: Cindy M. Lewis
ISBN: 9780137565061

by Cindy M. Lewis

March 2022

Beginner

608 pages

13h 19m

English

Microsoft Press

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Cover Page
Title Page
Copyright Page
Contents at a Glance
Contents
Acknowledgments
About the author
Introduction
Who this book is forThe Step by Step approachDownload the practice filesE-book editionAdapt procedure stepsHow to get support & provide feedback
Part 1: Get started with Microsoft Project
1. Project, project management, and you
Meet the Project programMeet the Project familyUsers of Project Standard and Project ProfessionalSee the new features in Project Online desktop clientReview features in earlier versionsTake a project manager’s perspectiveLet’s get started!

2. Take a guided tour
Explore the Project user interfaceManage files and set options in the Backstage viewWork with schedule details in viewsUse reports to check a plan’s statusSkills reviewPractice tasks
Part 2: Simple scheduling basics
3. Start a new plan
Create a new plan and set its start dateSet nonworking days in the project calendarEnter the plan title and other propertiesSkills reviewPractice tasks
4. Build a task list
Create tasksSwitch task scheduling from manual to automaticEnter task durations and estimatesEnter milestone tasksCreate summary tasks to outline the planLink tasks to create dependenciesCheck a plan’s duration and finish dateDocument task informationSkills reviewPractice tasks
5. Set up resources
Set up work resourcesEnter the maximum capacity for work resourcesEnter work resource pay ratesAdjust working time in a resource calendarSet up cost resourcesDocument resources by using notesSkills reviewPractice tasks
6. Assign resources to tasks
Assign work resources to tasksControl work when adding or removing resource assignmentsAssign cost resources to tasksCheck the plan after assigning resourcesSkills reviewPractice tasks
7. Format and share your plan
Customize a Gantt chart viewAdd tasks to a Timeline viewCustomize reportsCopy views and reportsPrint views and reportsSkills reviewPractice tasks
8. Track progress: Basic techniques
Understand progress trackingSave a baseline of your planTrack a plan as scheduledEnter a task’s completion percentageEnter actual values for tasksSkills reviewPractice tasks
Part 3: Advanced scheduling techniques
9. Fine-tune task scheduling
See task relationships by using Task PathAdjust task link relationshipsControl task scheduling by using constraintsInterrupt work on a taskAdjust working time for individual tasksControl task scheduling by using task typesSee task schedule details by using the Task InspectorSkills reviewPractice tasks
10. Fine-tune task details
Enter deadline datesEnter fixed costsCreate a recurring taskView the plan’s critical pathSchedule summary tasks manuallySkills reviewPractice tasks
11. Fine-tune resource and assignment details
Change resource availability over multiple date rangesWork with multiple resource pay ratesChange resource pay rates over different date rangesDelay the start of assignmentsApply contours to assignmentsCreate and assign material resourcesView resource capacityAdjust assignments in the Team Planner viewSkills reviewPractice tasks
12. Fine-tune the Project plan
Examine resource allocations over timeResolve resource overallocations manuallyLevel overallocated resourcesCheck the plan’s cost and finish dateInactivate tasksSkills reviewPractice tasks
13. Organize plan details
Sort plan detailsGroup plan detailsFilter plan detailsCreate new tablesCreate new viewsSkills reviewPractice tasks
14. Track progress: Detailed techniques
Update a baselineTrack actual and remaining work for tasks and assignmentsTrack timephased actual work for tasks and assignmentsReschedule incomplete workSkills reviewPractice tasks
15. View and report project status
Examine a plan’s varianceIdentify tasks that have slippedExamine task costsExamine resource costsSkills reviewPractice tasks
Part 4: In-depth and special subjects
16. Format and print views: In-depth techniques
Format a Gantt chart viewFormat a Timeline viewFormat a Network Diagram viewFormat a Calendar viewPrint and export viewsSkills reviewPractice tasks
17. Format reports: In-depth techniques
Create a custom reportCustomize charts in a reportCustomize tables in a reportSkills reviewPractice tasks
18. Customize Project
Share custom elements between plansRecord and run macrosEdit macrosCustomize the ribbon and Quick Access ToolbarSkills reviewPractice tasks
19. Share information with other programs
Copy Project data to and from other programsOpen files in other formats in ProjectSave to other file formats from ProjectGenerate reports with Excel and VisioSkills reviewPractice tasks
20. Consolidate projects and resources
Share a resource pool across multiple plansConsolidate plansCreate dependencies between plansSkills reviewPractice tasks
21. Use Agile project management with Project
Get started in Agile with the Sprints Project templateCreate the product backlogCreate the Agile teamCustomize task board cardsPlan a sprintRecord progress from daily scrum meetingsGenerate reports for sprint reviewsSources for more informationSkills reviewPractice tasks
Part 5: Appendixes
Appendix A. A short course in project management
Understand what defines a projectThe project triangle: View projects in terms of time, cost, and scopeTime, cost, and scope: Manage project constraintsManage your projects with Project
Appendix B. Develop your project management skills
Join a Project learning communityJoin a project-management learning community
Appendix C. Integration with Microsoft 365 solutions for collaboration
Set the Project Online desktop client or Project Professional to Computer modeLink to a Microsoft Planner planImport into Project for the webSynchronize tasks with SharePoint OnlineCollaborate in Project Online/Project Server by using Project Web AppProject portfolio management
Appendix D. Use this book in a classroom
Match content to instructional needsTeach project management with Project
Glossary
Index

Content preview from Microsoft Project Step by Step (covering Project Online Desktop Client)

8

Track progress: Basic techniques

In this chapter

Up to this point, you have focused on project planning—developing and communicating the details of a plan before actual work begins. When work begins, so does the next phase of project management: tracking progress. Tracking means recording details such as who did what work, when the work was done, and what the cost was. These details are often called actuals. As you start tracking actuals on tasks, several things happen. As you record progress on a task, Project Online desktop client calculates actual and remaining cost, work, and duration ...

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

by Cindy M. Lewis

8

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,
and much more.