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Ms Project Basic Exercise

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MS Project Basic Exercise

1) Start a new project

2) Go into options to modify the days/hours worked – easier beforehand than


after you start

3) You’ll be in the Gantt View – left side will be your quick table and right side
will be your actual Gantt Chart

4) First column – Name your Project “My Project”

5) Then add all your tasks


a. Phase 1 – Initiation/Concept
i. Plan
ii. Project Proposal
iii. Project Approval
b. Phase 2 – Origination
i. Design
c. Phase 3 – Implementation/Execution
i. Development/Build
ii. Integration
iii. Validation Testing
d. Phase 4 – Deliver the Service/Project
e. Closing – Summary of your project

6) Highlight all areas below your project name


a. Indent Right (makes them subtasks)

7) Do this to all the other summary tasks


a. Phase 1, Phase 2, etc…
8) Add Time/Duration for each task – skip the summary tasks (or just make
them 0)

9) Organize the tasks – are they sequential? Concurrent


a. Use the link icon to link them together
b. You’ll have a “diamond” to indicate a milestone

10) You may have predecessors you need to handle (this before that and so
on…)
a. Use the task numbers and add them to the predecessor and it will
automatically calculate

11) Task Mode


a. Manual or Automatic (I would set to calculate automatically)
b. Notice the color changes in the Gantt Chart
c. Look at the completed project schedule (bottom right hand to zoom)

12) Change the start date


a. Project>Move Project – insert the new date
b. Notice how all moves

13) Now add people/resources


a. Go to Gantt Chart in upper left hand corner and change view
i. Resource Sheet
ii. Define People and other Resources
1. PM1
2. Tech1
3. ENG1
4. ENG2
5. TESTUSER1
iii. Add in hourly rates if tracking cost

14) Gantt View


a. Go to the column and view resources
b. See drop down menu – choose your resources
15) Add column next to resources for “Cost”

16) Reports>dashboards – Cost Overview and Work Overview

17) Take a Baseline/Reference


a. Project>Set Baseline
b. Show the 1st Baseline – gray bars reference for the project

18) Tracking the project as you work through it


a. Add amount complete (50%, etc)
i. Right click on task to add different dominations

19) Tracking Gantt – critical path is shown


a. May need to go in and change the duration and add comments to
your task if it is causing slippage

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