Contents

Acknowledgments

About the author

Introduction

Who this book is for

The Step by Step approach

Download the practice files

E-book edition

Adapt procedure steps

How to get support & provide feedback

Errata & book support

Stay in touch

Part 1: Get started with Microsoft Project

1 Project, project management, and you

Meet the Project program

Meet the Project family

Users of Project Standard and Project Professional

See the new features in Project Online desktop client

Review features in earlier versions

New in Project 2019

New in Project 2016

New in Project 2013

New in Project 2010

Take a project manager’s perspective

Let’s get started!

2 Take a guided tour

Explore the Project user interface

Manage files and set options in the Backstage view

Sidebar: Templates: Avoid reinventing the wheel

Work with schedule details in views

Use reports to check a plan’s status

Skills review

Practice tasks

Explore the Project user interface

Manage files and set options in the Backstage view

Work with schedule details in views

Use reports to check a plan’s status

Part 2: Simple scheduling basics

3 Start a new plan

Create a new plan and set its start date

Set nonworking days in the project calendar

Enter the plan title and other properties

Sidebar: Project management focus: Project is part of a larger picture

Skills review

Practice tasks

Create a new plan and set its start date

Set nonworking days in the project calendar

Enter the plan title and other properties

4 Build a task list

Create tasks

Sidebar: Project management focus: Defining the right tasks for the deliverable

Switch task scheduling from manual to automatic

Enter task durations and estimates

Sidebar: Project management focus: How do you come up with accurate task durations?

Enter milestone tasks

Create summary tasks to outline the plan

Sidebar: Project management focus: Top-down and bottom-up planning

Link tasks to create dependencies

Check a plan’s duration and finish date

Document task information

Skills review

Practice tasks

Create tasks

Switch task scheduling from manual to automatic

Enter task durations and estimates

Enter milestone tasks

Create summary tasks to outline the plan

Link tasks to create dependencies

Check a plan’s duration and finish date

Document task information

5 Set up resources

Set up work resources

Sidebar: Equipment resource considerations

Enter the maximum capacity for work resources

Enter work resource pay rates

Sidebar: Project management focus: Getting resource cost information

Adjust working time in a resource calendar

Set up cost resources

Document resources by using notes

Skills review

Practice tasks

Set up work resources

Enter the maximum capacity for work resources

Enter work resource pay rates

Adjust working time in a resource calendar

Set up cost resources

Document resources by using notes

6 Assign resources to tasks

Assign work resources to tasks

Control work when adding or removing resource assignments

Sidebar: Project management focus: When should effort-driven scheduling apply?

Assign cost resources to tasks

Check the plan after assigning resources

Skills review

Practice tasks

Assign work resources to tasks

Control work when adding or removing resource assignments

Assign cost resources to tasks

Check the plan after assigning resources

7 Format and share your plan

Customize a Gantt chart view

Sidebar: Drawing on a Gantt chart

Add tasks to a Timeline view

Sidebar: Panning and zooming a Gantt chart view from a Timeline view

Customize reports

Copy views and reports

Print views and reports

Skills review

Practice tasks

Customize a Gantt chart view

Add tasks to a Timeline view

Customize reports

Copy views and reports

Print views and reports

8 Track progress: Basic techniques

Understand progress tracking

Save a baseline of your plan

Track a plan as scheduled

Enter a task’s completion percentage

Enter actual values for tasks

Sidebar: Project management focus: Is the project on track?

Skills review

Practice tasks

Save a baseline of your plan

Track a plan as scheduled

Enter a task’s completion percentage

Enter actual values for tasks

Part 3: Advanced scheduling techniques

9 Fine-tune task scheduling

See task relationships by using Task Path

Adjust task link relationships

Control task scheduling by using constraints

Interrupt work on a task

Adjust working time for individual tasks

Control task scheduling by using task types

Sidebar: Assignment units, Peak, and the assignment calculation

Sidebar: Task types and effort-driven scheduling

See task schedule details by using the Task Inspector

Skills review

Practice tasks

See task relationships by using Task Path

Adjust task link relationships

Control task scheduling by using constraints

Interrupt work on a task

Adjust working time for individual tasks

Control task scheduling by using task types

See task schedule details by using the Task Inspector

10 Fine-tune task details

Enter deadline dates

Enter fixed costs

Create a recurring task

View the plan’s critical path

Schedule summary tasks manually

Skills review

Practice tasks

Enter deadline dates

Enter fixed costs

Create a recurring task

View the plan’s critical path

Schedule summary tasks manually

11 Fine-tune resource and assignment details

Change resource availability over multiple date ranges

Work with multiple resource pay rates

Change resource pay rates over different date ranges

Delay the start of assignments

Apply contours to assignments

Create and assign material resources

View resource capacity

Adjust assignments in the Team Planner view

Skills review

Practice tasks

Change resource availability over multiple date ranges

Work with multiple resource pay rates

Change resource pay rates over different date ranges

Delay the start of assignments

Apply contours to assignments

Create and assign material resources

View resource capacity

Adjust assignments in the Team Planner view

12 Fine-tune the Project plan

Examine resource allocations over time

Sidebar: Project management focus: Evaluate resource allocation

Resolve resource overallocations manually

Level overallocated resources

Check the plan’s cost and finish date

Sidebar: Project management focus: Finish date and critical tasks

Inactivate tasks

Skills review

Practice tasks

Examine resource allocations over time

Resolve resource overallocations manually

Level overallocated resources

Check the plan’s cost and finish date

Inactivate tasks

13 Organize plan details

Sort plan details

Group plan details

Filter plan details

Create new tables

Sidebar: Create custom fields quickly

Create new views

Skills review

Practice tasks

Sort plan details

Group plan details

Filter plan details

Create new tables

Create new views

14 Track progress: Detailed techniques

Update a baseline

Sidebar: Save interim plans

Track actual and remaining work for tasks and assignments

Sidebar: Enter actual costs manually

Track timephased actual work for tasks and assignments

Sidebar: Project management focus: Collect actuals from resources

Reschedule incomplete work

Skills review

Practice tasks

Update a baseline

Track actual and remaining work for tasks and assignments

Track timephased actual work for tasks and assignments

Reschedule incomplete work

15 View and report project status

Examine a plan’s variance

Sidebar: Project management focus: Communicating status

Identify tasks that have slipped

Sidebar: Project management focus: Is variance ever good?

Examine task costs

Examine resource costs

Skills review

Practice tasks

Examine a plan’s variance

Identify tasks that have slipped

Examine task costs

Examine resource costs

Part 4: In-depth and special subjects

16 Format and print views: In-depth techniques

Format a Gantt chart view

Format a Timeline view

Format a Network Diagram view

Format a Calendar view

Print and export views

Skills review

Practice tasks

Format a Gantt chart view

Format a Timeline view

Format a Network Diagram view

Format a Calendar view

Print and export views

17 Format reports: In-depth techniques

Create a custom report

Sidebar: How reports compare to views

Customize charts in a report

Customize tables in a report

Skills review

Practice tasks

Create a custom report

Customize charts in a report

Customize tables in a report

18 Customize Project

Share custom elements between plans

Record and run macros

Edit macros

Customize the ribbon and Quick Access Toolbar

Skills review

Practice tasks

Share custom elements between plans

Record and run macros

Edit macros

Customize the ribbon and Quick Access Toolbar

19 Share information with other programs

Copy Project data to and from other programs

Open files in other formats in Project

Save to other file formats from Project

Sidebar: Share files with previous versions of Project

Generate reports with Excel and Visio

Skills review

Practice tasks

Copy Project data to and from other programs

Open files in other formats in Project

Save to other file formats from Project

Generate reports with Excel and Visio

20 Consolidate projects and resources

Share a resource pool across multiple plans

Sidebar: Create a dedicated resource pool

Consolidate plans

Sidebar: Keep consolidated plans simple

Create dependencies between plans

Skills review

Practice tasks

Share a resource pool across multiple plans

Consolidate plans

Create dependencies between plans

21 Use Agile project management with Project

Get started in Agile with the Sprints Project template

Sidebar: Project management focus: Consider the behavior of children when thinking about Agile

Create the product backlog

Create the Agile team

Customize task board cards

Plan a sprint

Record progress from daily scrum meetings

Generate reports for sprint reviews

Sidebar: Project management focus: Choosing Agile project management

Sources for more information

Skills review

Practice tasks

Get started in Agile with the Sprints Project template

Create the product backlog

Create the Agile team

Customize task board cards

Plan a sprint

Record progress from daily scrum meetings

Generate reports for sprint reviews

Part 5: Appendixes

A A short course in project management

Understand what defines a project

The project triangle: View projects in terms of time, cost, and scope

Time

Cost

Scope

Time, cost, and scope: Manage project constraints

You have less time

You have fewer resources

You have more work

Manage your projects with Project

B Develop your project management skills

Join a Project learning community

Join a project-management learning community

C Integration with Microsoft 365 solutions for collaboration

Set the Project Online desktop client or Project Professional to Computer mode

Sources for more information

Link to a Microsoft Planner plan

Sources for more information

Import into Project for the web

Sources for more information

Synchronize tasks with SharePoint Online

Sources for more information

Collaborate in Project Online/Project Server by using Project Web App

Sources for more information

Project portfolio management

Sources for more information

D Use this book in a classroom

Match content to instructional needs

Teach project management with Project

Glossary

Index

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