guideline microsoft project 2007

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  • 8/9/2019 Guideline Microsoft Project 2007

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    Guide for using MS Project 2003 MSc. Huynh Van Bay

    MICRS!" PR#$C" 2003%. Create a ne& 'roject

    1.1. FileNew

    1.1.1. Blank project:

    1.1.2. From existing project

    1.2. Define the project: Task toolDefine the Project:We can change the start ate of o!r project.

    1.". Define the general working a#: Task toolDefine general working times: We can change

    from standard to 2( hours or night shift

    2. Project Sco'e Manage)ent*

    2.1. $hange the information of project: ProjectProject Infor)ation

    P.%

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    2.2. $hange the properties of project: !i+ePro'erties

    2.". De%elop a WB&:

    ' (nter the tasks on the task name col!mn.

    ' $reate s!mmar# tasks: &elect s!)tasks$lick inent tool *+ as the following pict!re.

    P.2

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    Guide for using MS Project 2003 MSc. Huynh Van Bay

    ' N!m)ering Tasks: Tools,ptions&how o!tline n!m)er

    ". Project "i)e Manage)ent

    ".1. (ntering Task D!ration: We can onl# enter the !ration of each task on the ,urationcol!mn

    with the s#m)ols as follows *-a# w-week m-min!tes h-ho!rs mo-month e-elapse

    a#s ew-elapse weeks+.

    ' Do not enter the !ration for s!mmar# tasks. &!mmar# task !rations are calc!late

    a!tomaticall# )ase on the !ration of s!)tasks.

    ' To mark a task as a milestone/ we enter the 0 for this task.

    ' To enter rec!rring tasks/ s!ch as weekl# meetings or monthl# stat!s reports/ we select thensertRecurring "as-. n then we enter the taskname an the !ration for this task.

    ' We can aj!st the timescale on the 3antt chart to see the sche!le of o!r project in ifferent

    time frame. We click the oo) out or oo) intool.

    P.3

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    ".2. $reate a new rec!rring task:

    ' Position the c!rsor in the row where we nee to insert rec!rring task. *insert )efore+.

    ' InsertRecurring "as-: We j!st fill some information for the rec!rring task as

    following pict!re.

    ".". (sta)lishing Task Depenencies:".".1. There are 4 t#pes of epenencies. 5ook at the following pict!re to !nerstan clearl#.

    ".".2. $reate the task epenencies: We ha%e three wa#s to enter the epenencies )etween

    tasks.

    ' Way 1: We can !se the Predecessors co+u)n: (nter the n!m)er of the preecessor

    task. This n!m)er is the sign of row.

    ' Way 2: &elect 2 tasks an then click the +in- tas-tool * +.

    ' Way 3:$lick an Drag this task to another task.

    P.(

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    Guide for using MS Project 2003 MSc. Huynh Van Bay

    ".".". $hanging the task epenenc# t#pes an a a 5ea or 5ag time.

    ' $hanging the task epenenc# t#pes: Do!)le click on the epenenc# arrow. n the

    we choose the epenenc# t#pe that we nee to change.

    ' the /ead or /agtime: n the /ag)ox/ we can a the +ead*th6i gian s7m+ )#

    inp!tting the negati%e n!m)er/ this means that the task 2 will start )efore the task 1

    finish. We can !se the time !nit *ho!r/ a#/ week/8 + or the percentage. ,therwise/ if

    we inp!t the positi%e n!m)er/ this means that we nee to ha%e the +ag time *t6i gian

    m!9n+.

    ' j!st task 11 with '10 as +eadtime an task 12 with '" as +eadtime. The 3antt

    chart look like as follows:

    P.

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    Guide for using MS Project 2003 MSc. Huynh Van Bay

    ".4. 3antt chart

    ".4.1. The Text of critical path tasks with re color:

    ' FormatText &t#les.

    ' Dialog )ox appears as follows: We can specif# the Font/ Font &t#le/ &i;e an $olor for

    the critical tasks.

    ".4.2. The Bar of critical path tasks with re color:

    ' Format3antt $hart Wi;arNext.

    ' Dialog )ox appears as follows: We can choose $ritical path/ then click Next/8.

    ' fter that/ we o)tain the res!lt as follows:

    ".

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    ' We can change the o!tline of Network Diagram: Format5a#o!t. Then specif# the items

    that we nee to change as following pict!re.

    ".>. $ritical path:

    ".>.1. =iew the sche!le ta)le: =iewTa)le: entr#&che!le: We can see the 5ate &tart/

    5ate Finish/ Free &lack/ Total &lack/8 as the following pict!re:

    ".>.2. ?!ick @eport:' =iew@eport: The ialog )ox appears to choose the categor# of report,%er%iew.

    P.

    ' $ritical tasks are the re rectangles.

    ' Non'critical tasks are )l!e rectangles.

    Ailestones

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    ' Then we choose the t#pe of report: Project &!mmar# Top'le%el Tasks $ritical Tasks

    Ailestones Working Da#s.

    P.

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    Guide for using MS Project 2003 MSc. Huynh Van Bay

    ' =iewTa)le: $ost

    ' &elect the task to assign the reso!rce: $lick the cell of task to assign the reso!rce in the

    "as- 6a)e col!mn.

    ' ssign people an e!ipment to tasks ssign reso!rces 8 *on the left

    panel+. ,r #o! open the Resource Manage)ent/ an then select the tool 7ssign

    Resources* +

    ' &elect the people$lick 7ssign)!tton.

    - Note: you can assign some persons to only one task. When you assign two people for one

    task, the duration is reduced a half. So you hae to ad!ust.

    ' @epeat the a)o%e steps to assign all tasks.

    4.

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    4.>. =iew Project $ost nformation

    ' =iewTa)le: $ost

    ' =iew@eports: &elect the t#pe of report

    ' ,r &elect tool Re'orts&elect the t#pe of report

    4.H. Baseline Plan/ ct!al $osts/ ct!al Times

    4.H.1. &a%ing a Baseline Plan: ,nce #o! ha%e finishe planning the project/ it is a goo iea

    to sa%e a Base+ine so that #o! can compare what act!all# happens to what #o! tho!ght

    was going to happen.' ToolsTracing&a%e Baseline8

    ' To compare the Base+ine with what act!all# happens/ !se the "rac-ing Gantt *Vie&