Introduction

Welcome! This Step by Step book has been designed so that you can read it from the beginning to learn about Microsoft Project Online desktop client and then build your skills as you learn to perform increasingly specialized procedures. Alternatively, if you prefer, you can jump in wherever you need ready guidance for performing tasks. The how-to steps are delivered crisply and concisely—just the facts. You’ll also find informative graphics that support the instructional content.

Who this book is for

Microsoft Project Step by Step (covering Project Online Desktop Client) is designed for use as a learning and reference resource by home and business users of Microsoft programs who want to use Project to create and manage projects more efficiently. The content of the book is designed to be useful both for people who have previously used earlier versions of Project and for people who are discovering Project for the first time.

images Tip

This book covers the subscription version of Project, but users of Project Standard 2021 or Project Professional 2021 should feel confident that this book will be a valuable resource for you as well.

images Important

When we refer to features available for users of Project Standard or Project Professional, we refer to features that are commonly available. Features may vary. Refer to previous editions of this book for details about features available in prior Project editions.

The Step by Step approach

The book’s coverage is divided into parts representing general Project skill sets. Each part is divided into chapters representing skill set areas, and each chapter is divided into topics that group related skills. Each topic includes expository information followed by generic procedures. At the end of each chapter is a series of practice tasks you can complete on your own by using the skills taught in the chapter. You can use the practice files that are available from this book’s website to work through the practice tasks, or you can use your own files.

Download the practice files

Before you can complete the practice tasks in this book, you need to download the book’s practice files to your computer from MicrosoftPressStore.com/MSProjectSBS/downloads. Follow the instructions on the Downloads tab.

images Important

Project Online desktop client is not available from the book’s website. Be sure to install the desktop client before you work through the procedures and practice tasks in this book. To learn more about purchasing a Microsoft 365 subscription, visit the Project product website, at https://www.microsoft.com/microsoft-365/project/project-management-software, and then navigate to plans and pricing.

You can open the files that are supplied for the practice tasks and save the finished versions of each file. If you later want to repeat practice tasks, you can download the original practice files again.

The following table lists the practice files for this book.

Chapter

Folder

Files

Part 1: Get started with Microsoft Project

1: Project, project management, and you

Ch01

None

2: Take a guided tour

Ch02

TakeGuidedTour.mpp

Part 2: Simple scheduling basics

3: Start a new plan

Ch03

None

4: Build a task list

Ch04

SimpleBuildTaskList.mpp

5: Set up resources

Ch05

SimpleSetUpResources.mpp

6: Assign resources to tasks

Ch06

SimpleAssignCheckPlan.mpp

SimpleAssignControlWork.mpp

SimpleAssignCostResource.mpp

SimpleAssignWorkResource.mpp

7: Format and share your plan

Ch07

SimpleFormat.mpp

8: Track progress: Basic techniques

Ch08

SimpleTrackActuals.mpp

SimpleTrackBaseline.mpp

Part 3: Advanced scheduling techniques

9: Fine-tune task scheduling

Ch09

ScheduleTasksAdvanced.mpp

ViewTaskPath.mpp

10: Fine-tune task details

Ch10

FineTuneTasks.mpp

11: Fine-tune resource and assignment details

Ch11

FineTuneAssignments.mpp

FineTuneResources.mpp

12: Fine-tune the Project plan

Ch12

FineTunePlan.mpp

13: Organize plan details

Ch13

OrganizeDetails.mpp

14: Track progress: Detailed techniques

Ch14

RescheduleIncompleteWork.mpp

TrackTimephasedWork.mpp

TrackWork.mpp

UpdateBaseline.mpp

15: View and report project status

Ch15

ReportStatus.mpp

Part 4: In-depth and special subjects

16: Format and print views: In-depth techniques

Ch16

FormatInDepth.mpp

17: Format reports: In-depth techniques

Ch17

FormatReportsInDepth.mpp

18: Customize Project

Ch18

CustomizeProjectA.mpp

CustomizeProjectB.mpp

19: Share information with other programs

Ch19

SampleTaskList.xlsx ShareInformation.mpp

20: Consolidate projects and resources

Ch20

ConsolidatePlansA.mpp

ConsolidatePlansB.mpp

ShareResourcesA.mpp

ShareResourcesB.mpp

21: Use Agile Project Management with Project

Ch21

AgileTeam.mpp

CustomizeCards.mpp

GenerateReports.mpp

ProductBacklog.mpp

RecordProgress.mpp

WorkingSprint.mpp

E-book edition

If you’re reading the e-book edition of this book, you can do the following:

  • Search the full text

  • Print

  • Copy and paste

You can purchase and download the e-book edition from the Microsoft Press Store at MicrosoftPressStore.com/MSProjectSBS/detail.

Adapt procedure steps

This book contains many images of the Project user interface elements (such as the ribbon and the program window) that you’ll work with while performing tasks in Project on a Windows computer. Depending on your screen resolution or window width, the Project ribbon on your screen might look different from the one shown in this book. (If you turn on Touch mode, the ribbon might display some commands in a different layout.) As a result, procedural instructions that involve the ribbon might require a little adaptation.

Simple procedural instructions use this format:

  • On the Task tab, in the View group, select the Gantt Chart button.

If the command is in a list, our instructions use this format:

  1. On the View tab, in the Data group, select the Filter arrow and then, in the Filter list, select Summary Tasks.

If differences between your display settings and ours cause a button to appear differently on your screen than it does in this book, you can easily adapt the steps to locate the command. First select the specified tab and then locate the specified group. If a group has been collapsed into a group list or under a group button, select the list or button to display the group’s commands. If you can’t immediately identify the button you want, point to likely candidates to display their names in ScreenTips.

Multistep procedural instructions use this format:

  1. On the View tab, in the Resource Views group, select the Resource Sheet button to display the Resource Sheet view.

  2. On the View tab, in the Data group, select the Tables button and then select Cost.

The instructions in this book assume that you’re interacting with on-screen elements on your computer by selecting (with a mouse, touchpad, or other hardware device). If you’re using a different method—for example, if your computer has a touchscreen interface and you’re tapping the screen (with your finger or a stylus)—substitute the applicable tapping action when you interact with a user interface element.

images Tip

To display a context menu, right-click or long-press (tap and hold) the element.

Instructions in this book refer to Project user interface elements that you select or tap on the screen as buttons and refer to physical buttons that you press on a keyboard as keys, to conform to the standard terminology used in documentation for these products.

When the instructions tell you to enter information, you can do so by typing on a connected external keyboard, tapping an on-screen keyboard, or even speaking aloud, depending on your computer setup and your personal preferences.

How to get support & provide feedback

The following sections provide information on errata, book support, feedback, and contact information.

Errata & book support

We’ve made every effort to ensure the accuracy of this book and its companion content. You can access updates to this book—in the form of a list of submitted errata and their related corrections—at:

MicrosoftPressStore.com/MSProjectSBS/errata

If you discover an error that is not already listed, please submit it to us at the same page.

For additional book support and information, please visit:

http://www.MicrosoftPressStore.com/Support

Please note that product support for Microsoft software and hardware is not offered through the previous addresses. For help with Microsoft software or hardware, go to http://support.microsoft.com.

Stay in touch

Let’s keep the conversation going! We’re on Twitter: http://twitter.com/MicrosoftPress.

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