Microsoft Project 2019
Step by Step
Introduction
WHO THIS BOOK IS FOR
THE STEP BY STEP APPROACH
DOWNLOAD THE PRACTICE FILES
EBOOK EDITION
ADAPT PROCEDURE STEPS
HOW TO GET SUPPORT & PROVIDE FEEDBACK
Errata & book support
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Part 1: Get started with Microsoft Project
1. Project, project management, and you
PRACTICE FILES
MEET THE PROJECT PROGRAM
MEET THE PROJECT FAMILY
SEE THE NEW FEATURES IN PROJECT 2019
REVIEW FEATURES IN EARLIER VERSIONS
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
PRACTICE FILES
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
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
PRACTICE FILES
CREATE A NEW PLAN AND SET ITS START DATE
SET NONWORKING DAYS IN THE PROJECT CALENDAR
ENTER THE PLAN TITLE AND OTHER PROPERTIES
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
PRACTICE FILES
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
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
PRACTICE FILES
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
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
PRACTICE FILES
ASSIGN WORK RESOURCES TO TASKS
CONTROL WORK WHEN ADDING OR REMOVING RESOURCE ASSIGNMENTS
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
PRACTICE FILES
CUSTOMIZE A GANTT CHART VIEW
ADD TASKS TO 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
PRACTICE FILES
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
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
PRACTICE FILES
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
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
PRACTICE FILES
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
PRACTICE FILES
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 (PROJECT PROFESSIONAL ONLY)
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 (Project Professional only)
12. Fine-tune the Project plan
PRACTICE FILES
EXAMINE RESOURCE ALLOCATIONS OVER TIME
RESOLVE RESOURCE OVERALLOCATIONS MANUALLY
LEVEL OVERALLOCATED RESOURCES
CHECK THE PLAN’S COST AND FINISH DATE
INACTIVATE TASKS (PROJECT PROFESSIONAL ONLY)
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 (Project Professional only)
13. Organize plan details
PRACTICE FILES
SORT PLAN DETAILS
GROUP PLAN DETAILS
FILTER PLAN DETAILS
CREATE NEW TABLES
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
PRACTICE FILES
UPDATE A BASELINE
TRACK ACTUAL AND REMAINING WORK FOR TASKS AND ASSIGNMENTS
TRACK TIMEPHASED ACTUAL WORK FOR TASKS AND ASSIGNMENTS
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
PRACTICE FILES
EXAMINE A PLAN’S VARIANCE
IDENTIFY TASKS THAT HAVE SLIPPED
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
PRACTICE FILES
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
PRACTICE FILES
CREATE A CUSTOM REPORT
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
PRACTICE FILES
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
PRACTICE FILES
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
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
PRACTICE FILES
SHARE A RESOURCE POOL ACROSS MULTIPLE PLANS
CONSOLIDATE PLANS
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
PRACTICE FILES
NAVIGATE THE AGILE PROJECT MANAGEMENT TEMPLATE
RESET THE AGILE PROJECT MANAGEMENT TEMPLATE
CREATE THE PRODUCT BACKLOG
CREATE THE AGILE TEAM
PLAN A SPRINT
RECORD PROGRESS FROM DAILY SCRUM MEETINGS
GENERATE REPORTS FOR SPRINT REVIEWS
SOURCES FOR MORE INFORMATION
SKILLS REVIEW
PRACTICE TASKS
Navigate the Agile project management template
Reset the Agile project management template
Create the product backlog
Create the Agile team
Plan a sprint
Record progress from daily scrum meetings
Generate reports for sprint reviews
Part 5: Appendixes
Appendix 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
Appendix B. Develop your project management skills
JOIN A PROJECT LEARNING COMMUNITY
JOIN A PROJECT-MANAGEMENT LEARNING COMMUNITY
Appendix C. Collaborate: Project, SharePoint, and PWA
SET THE PROJECT DESKTOP CLIENT TO COMPUTER MODE
Sources for more information
SHARE YOUR PLAN BY USING SHAREPOINT
Sources for more information
TEAM COLLABORATION WITH PROJECT WEB APP
Sources for more information
PROJECT PORTFOLIO MANAGEMENT
SOURCES FOR MORE INFORMATION
Appendix D. Use this book in a classroom
MATCH CONTENT TO INSTRUCTIONAL NEEDS
TEACH PROJECT MANAGEMENT WITH PROJECT
Glossary
About the authors