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 Copyright © 2012-2014, Simplilearn, All rights reserved. Microsoft® Project 2013 Lesson 02 Creating a Project Plan

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 Copyright © 2012-2014, Simplilearn, All rights reserved.

Microsoft® Project 2013 

Lesson 02

Creating a Project Plan

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The Project Manager needs to define basic project details at the commencement of a new proj

Basic Information for a New Project

Start date of a project

Finish date of a project

Project Calendar

Project Schedule

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Microsoft® Project 2013 Interface

There are different methods to create a project in Microsoft® Project 2013.

From a

Microsoft®

SharePoint

task list

From an

existing

project

From a

Microsoft®

Excel

workbook

As a blank

project

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Create Project from a Blank Project Template

A new project can be initiated in Microsoft® Project 2013 by creating a blank project and then a

into it.

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Components of a Blank Project Template

The important components of a Blank Project template are shown here.

Quick Access

Toolbar

Ribbon

View

Gantt Chart

Zoom

Status Bar

Task Name and

Description

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Create Project from an Existing Template

New Product launch Market Research

Schedule

ResidentialConstruction

Commercial

Construction

Merger or Acquis

Evaluation

Microsoft® Project 2013 has many pre-installed templates that can be used to create a new pro

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Create Project from an Existing Project

A new project can be created from an existing project.

• A similar project can be used from the previous history to enter the new project details to it

• When a project is created this way, the existing project acts as the foundation for the new p

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Create Project from Microsoft® Excel Workbook

New project can be created from an Excel workbook.

f f ® l kb k ( d )

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Create Project from Microsoft® Excel Workbook (contd.)

If the project information is in Microsoft® Excel Workbook format, it can be imported into Micro

losing the data or format.

C P j f Mi f ® Sh P i T k Li

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Create Project from Microsoft® SharePoint Task List

If the development team is using SharePoint for a project, the Project Manager can synchronize

SharePoint without using the Project Web App.

• This will allow the team members to view the project schedule on SharePoint.

• Any updates on SharePoint will be reflected in the Microsoft® Project plan.

S l Sh P i t T k Li t

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Sample SharePoint Task List

Sample task list from SharePoint Project tasks is shown here.

I t d ti t B C l d

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Introduction to Base Calendar

When planning a schedule, knowledge about working days and hours, down time, vacations, hol

project manager.

• These details allow the project manager to plan the project resourcefully.

• Hence, the project manager can set up a base calendar to plan his project in a better way.

Base Calendar

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Base Calendar

The key elements of a base calendar are as follows:

This helps in assigning the right resources for the project.Resource Allocation

This helps in scheduling the project.Project Scheduling

This helps in identifying the working time to determine when the resources are available toResource Availability

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Create New Base Calendar

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Create New Base Calendar

When the project team is spread across geographies, with each region having its own set of wo

days, the Project Manager can create a new calendar for each geographical region.

• He can apply these calendars to the resources and tasks.

Click Change Working

Time. Cr

Ca

dis

Click Create New

Calendar… 

1

2

Set Baseline

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Set Baseline

The ‘Set Baseline’ command can be used to compare the status of the project with the original

• Baseline records the project plan and the resource allocation.

• Microsoft® Project 2013 permits eleven benchmarks.

Create a Template from a Completed Project

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Create a Template from a Completed Project

Microsoft® Project 2013 allows you to save the completed project plans as project templates.

• Strategies from past projects can be shared and can be applied to future projects.

1

2

3

4

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Quiz 1

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Quiz 1

Which of the following provides the overall information of the project?

Select the answer.

a. Project Schedule

b. Base Calendar

c. Pre-Installed Templates

d. Project Information

Quiz 1

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Quiz 1

Answer: d. Project Information

Which of the following provides the overall information of the project?

Select the answer.

a. Project Schedule

b. Base Calendar

c. Pre-Installed Templates

d. Project Information

Explanation: ‘Project Information’ option in Microsoft® Project 2013 provides the overall infor

project to the user.

Quiz 2

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Quiz 2

Which of the following provides option to create benchmarks to compare project performanc

Select the answer.

a. Gantt Charts

b. Project Schedule

c. Set Baseline

d. Standard Calendar

Quiz 2

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Quiz 2

Answer: c. Set Baseline

Explanation: ‘Set Baseline’ command is used to create a base point, which acts as a benchmar

the project performance.

Which of the following provides option to create benchmarks to compare project performance

Select the answer.

a. Gantt Charts

b. Project Schedule

c. Set Baseline

d. Standard Calendar

Quiz 3

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Q

Which of the following calendar is used from 8:00 a.m. to 5:00 p.m.?

Select the answer.

a. Base Calendar

b. Standard Calendar

c. Night Shift Calendar

d. 24-Hour Calendar

Quiz 3

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Q

Answer: b. Standard Calendar

Explanation: ‘Standard Calendar’ is the type of calendar which is used from 8.00 AM to 5.00 P

Which of the following calendar is used from 8:00 a.m. to 5:00 p.m.?

Select the answer.

a. Base Calendar

b. Standard Calendar

c. Night Shift Calendar

d. 24-Hour Calendar

Quiz 4

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How many benchmarks can be created with ‘Set Baseline’ command?

Select the answer.

a. 5

b. 7

c. 11

d. 15

Quiz 4

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Answer: c. 11

Explanation: You can create up to 11 benchmarks using ‘Set Baseline’ command. 

How many benchmarks can be created with ‘Set Baseline’ command?

Select the answer.

a. 5

b. 7

c. 11

d. 15

Quiz 5

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Which of the following can be used to synchronize the task list, without using the Project Web

Select the answer.

a. Existing Projects

b. Microsoft® SharePoint

c. Existing Templates

d. Microsoft® Excel Workbooks

Quiz 5

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Answer: b. Microsoft® SharePoint

Explanation: You can synchronize the task list from the SharePoint without using the Project W

Which of the following can be used to synchronize the task list, without using the Project Web

Select the answer.

a. Existing Projects

b. Microsoft® SharePoint

c. Existing Templates

d. Microsoft® Excel Workbooks

Summary

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Here is a quick recap of what was covered in this lesson:

● Information such as, project information, project schedule, project calendar, start

date, and finish date of the project are important to create a new project.

● In Microsoft® Project 2013, a new project can be created using a blank template,

an existing project, an existing template, a Microsoft® Excel workbook, and a

Microsoft® SharePoint tasks list.

● A base calendar is the main calendar used in a project. The types of base calendar

are standard, night-shift, and 24-hour calendar.

● The Set baseline command can be used to create a base point that acts as a

benchmark to compare the project performance.

● Microsoft® Project 2013 provides option to save an existing project, as a template

for future use.

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Thank You