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.
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.
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.
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 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.
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.
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 |
---|---|---|
None | ||
TakeGuidedTour.mpp | ||
None | ||
SimpleBuildTaskList.mpp | ||
SimpleSetUpResources.mpp | ||
SimpleAssignCheckPlan.mpp SimpleAssignControlWork.mpp SimpleAssignCostResource.mpp SimpleAssignWorkResource.mpp | ||
SimpleFormat.mpp | ||
SimpleTrackActuals.mpp SimpleTrackBaseline.mpp | ||
ScheduleTasksAdvanced.mpp ViewTaskPath.mpp | ||
FineTuneTasks.mpp | ||
FineTuneAssignments.mpp FineTuneResources.mpp | ||
FineTunePlan.mpp | ||
OrganizeDetails.mpp | ||
RescheduleIncompleteWork.mpp TrackTimephasedWork.mpp TrackWork.mpp UpdateBaseline.mpp | ||
ReportStatus.mpp | ||
FormatInDepth.mpp | ||
FormatReportsInDepth.mpp | ||
CustomizeProjectA.mpp CustomizeProjectB.mpp | ||
SampleTaskList.xlsx ShareInformation.mpp | ||
ConsolidatePlansA.mpp ConsolidatePlansB.mpp ShareResourcesA.mpp ShareResourcesB.mpp | ||
AgileTeam.mpp CustomizeCards.mpp GenerateReports.mpp ProductBacklog.mpp RecordProgress.mpp WorkingSprint.mpp |
If you’re reading the e-book edition of this book, you can do the following:
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You can purchase and download the e-book edition from the Microsoft Press Store at MicrosoftPressStore.com/MSProjectSBS/detail.
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:
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:
On the View tab, in the Resource Views group, select the Resource Sheet button to display the Resource Sheet view.
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.
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.
The following sections provide information on errata, book support, feedback, and contact information.
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.
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