microsoft office project 2007 tutorial

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A TUTORIAL ON MICROSOFT OFFICE PROJECT 2007 Anil Purushothaman

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Project Management is often seen as a complex activity. MS Office Project 2007 makes things easier as a tool to effective project management. This tutorial gives a general guideline to manage your projects.

TRANSCRIPT

Page 1: Microsoft Office Project 2007 Tutorial

A TUTORIAL ON MICROSOFT

OFFICE PROJECT 2007

Anil Purushothaman

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PROJECT MANAGEMENT A task that has a finite duration, has well

defined execution path and objectives to achieve, and requires utilization of certain resources, is called a Project.

Resources can be any animate or inanimate object. For example, Time, money, manpower & machines, etc.

Microsoft Project helps in managing project timeline and resource management.

This tutorial uses Microsoft Office Project 2007.

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A project has basically two modes –Planning modeTracking mode

The first leg of this tutorial that starts from the next slide describes creating project plan, the second leg will describe the tracking mode.

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PROJECT PLAN

1

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GETTING STARTED Follow the following path on XP / Vista –

Start Menu Programs Microsoft Office Microsoft Office Project 2007

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DEFINING A PROJECT Start by defining the properties of the

project You need to know the start date of the

Project Open “Project Menu” and select “Project

Information”, and write the Project start date there. See screenshot on next slide -

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PROJECT INFORMATION DIALOG

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PROJECT GENERAL OPTIONS Go to “Tools” menu and select

“Options”. Select “General” tab from the top of the dialog box.

You can switch the task pane on/off here, or set the Advice Wizard on/off.

You may define the Standard Rate and Overtime rates here.

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PROJECT OPTIONS - GENERAL

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OPTIONS – CALENDAR TAB You can set the week start day, fiscal

year start month, daily work start & end time, working hours per day, working hours per week and number of working days per month here for your project.

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ADD TASKS & SUBTASKS You can start adding tasks and sub tasks

to the project now. break the whole project into individual

tasks. Normally, a task involves one person or

a small group of people over a span of time that can be measured in days.

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ADDING TASKS

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SUBTASKS to group tasks under phases, grouping is

done from the top down with Final total at the very top, with Subtotals below and so on.

Look at the next screenshot for a how-to on creating subtasks.

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CREATING SUBTASKS

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TASKS & SUBTASKS

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DEFINING A TIMELINE define the duration of all the tasks. The next screen shows tasks having a

well-defined duration. You don’t need to define the duration for

the task group, it is evaluated using subtasks automatically.

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TASKS WITH DURATION

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TASK PREDECESSORS In MS Project a task that must be completed

before another task can start is called a predecessor.

The first task has no predecessor and each of the following tasks has to have at least one.

In some cases a task may have several predecessors meaning that several tasks have to be completed before that one can start.

In other cases a task may be predecessor to several others - its completion can allow several other tasks to start.

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TASKS WITH PREDECESSORS

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PROJECT TRACKING

2

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IMPORTANCE OF TRACKING PROGRESS Two of the techniques used for project

management are called Critical Path Management (CPM) and Program Evaluation and Review Techniques (PERT).

The technique involves using network models to trace the links between tasks and to identify the tasks which are critical to meeting the deadlines.

When you have a large number of tasks overlapping you really have to use the right tool to show which tasks can be delayed and which must be on time.

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Once you've identified the critical path, any delay on any part of the critical path will cause a delay in the whole project. It is where managers must concentrate their efforts.

In MS Project, you use the Tracking Gantt diagram to show the critical path in red and you can see the PERT diagram by looking at the Network view.

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TRACKING GANTT VIEW

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PERT/CPM CHART

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TRACKING PROGRESS Now, you'll want to track the degree of

completion of each of the tasks. You could do that every day as you go

along. As soon as something starts to go off track, you can react and adjust accordingly.

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TASK INFORMATION DIALOG

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RESOURCE SHEET

3

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PROJECT RESOURCES people are resources that you have to

manage well in order to achieve the project's objectives.

You may also need some material resources - equipment, supplies, specialized environments - that you will have to schedule and pay for.

You can easily include the management of resources in MS Project along with the tasks

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You must start by identifying the resources available along with their costs.

Resource costs will be multiplied by duration to calculate project costs.

You have to open the Resource sheet to specify the projet resources and costs.

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COST TRACKING To track costs, you insert a Cost column

next to the Resources column.

When you assign the resources to each task, the costs will be calculated an displayed.

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ADDING COST COLUMN

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ASSIGNING RESOURCES You assign resources, people or

material, to each of the tasks. A task may have several resources.

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TASK INFO - ADDING RESOURCES

Page 36: Microsoft Office Project 2007 Tutorial

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anFor more, Write to me here –

[email protected]