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It is important to understand basic concepts of project management, such as creating a work breakdown structure, determining task dependencies, and so on before making effective use of this software. Many project teams still use spreadsheets or other familiar software to help manage projects.
However, if you can master a good project management software tool, it can really help in managing projects. This appendix summarizes basic information on project management software in general. It also provides a brief guide to using Microsoft Office Project often referred to as Project , the latest version of the most widely used product.
Appendix B provides a brief summary of task, the most popular totally online tool. The products listed in the top ten include: 1. Microsoft Project 2. MindView 3. Project KickStart 4. RationalPlan Multi Project 5. FastTrack Schedule 6. Service Desktop Pro 7. Milestones 8. MinuteMan 9. FusionDesk Professional Remember that students can purchase Microsoft Project and other software at greatly reduced rates from sites such as www. You can also normally download free trials of Project and other software products.
Collaboration should be easy to use. Resource Management: Project management software should manage and control the resources needed to run a project, such as people, money, time and equipment. Project Management: The process, practice and activities needed to perform continuous evaluation, prioritization, budgeting and selection of investments are key.
Proper project management capabilities provide the greatest value and contribution to the strategic interest of your company. Ease of Use: All project management software has a learning curve, but the best have functions that are easy to find and simple enough for anyone to use from Day 1, Project 1.
The manufacturer should provide email addresses or telephone numbers for direct answers to technical questions. These 3 products require an Internet connection for use. Figure A-2 lists the top ten results. The top fourteen products listed include: 1. Daptiv PPM 3.
Clarizen 4. Project Insight 5. Celoxis 6. Intervals 7. Projecturf 8. Central Desktop 9. Easy Projects NET Project Office. Copper Smooth Projects Zoho Projects task took the number one spot.
Like most tools in this category, task provides the ability to create Gantt charts, numerous reports and views, project dashboards, and it provides integration with Microsoft Project files.
One of its unique features is its support of iPhones. See End Note 1 or visit the Web sites for any of these products and use a free trial version. See Appendix B for more information on using task. Why not just use a spreadsheet or database to help manage projects? You can do a lot of project management planning and tracking using non-project management software. You could use a simple word processor to list tasks, resources, dates, and so on. If you put that information into a spreadsheet, you can easily sort it, graph it, and perform other functions.
A relational database tool could provide even more manipulation of data. You can use email and other tools to collaborate with others. The WBS is the basis for creating the project schedule, normally shown as a Gantt chant. The Gantt chart shows start and end dates of tasks as well as dependencies between tasks, which are more clearly shown in a network diagram.
Project management software makes it easy to create a WBS, Gantt chart, and network 5 diagram. These features help the project manager and team visualize the project at various levels of detail.
Project management software allows you to assign cost and other resources to tasks on the WBS, which are tied to the schedule. Advanced PowerPoint Description : You can animate the text, pictures, shapes, tables, SmartArt graphics, and other objects in your Microsoft PowerPoint presentation to give them visual effects, including entrances, exits, changes in size or color, and even movement.
PowerPoint Accessibility. Description : This document has been developed to provide you with information about accessibility and Microsoft PowerPoint Microsoft Publisher Excel Advanced.
Microsoft Visio Building Access databases. Description : This pdf course provides participants with the basic skills necessary to develop a simple Access database from a paper-based design. Word Training. Microsoft Word Microsoft Excel Level 2. Using Outlook with Zimbra. Microsoft PowerPoint advanced. Microsoft Excel Level 3. Resources You can add or modify resources plus change the task from being resource driven to fixed duration.
Notes This allows you to add a note. This could be a fuller description of the task, allowing you to use a cryptic title. Custom Fields This allows you to add custom fields to the task. We have already seen the use of the general and predecessors tabs in detail.
In this section we will have a look at the advanced tab. Flexible Constraints Are constraints that are flexible and does not tie a task to a single date. The default for most projects would be ASAP. Work with task dependencies to make a task occur as soon or as late as the task dependency will allow. For example, a task with an As Soon As Possible ASAP constraint and a finish-to-start dependency will be scheduled as soon as the predecessor task finishes.
By default, all tasks in a project that is scheduled from the start date have the ASAP constraint applied. If you change a task scheduling mode from manually scheduled to automatically scheduled, the task constraint will be set to As Late as Possible ALAP.
Semi Flexible Constraints Constraints with moderate scheduling flexibility will restrict a task from starting or finishing before or after a date you choose. For example, a task with a Start No Earlier Than SNET constraint for June 15 and a finish-to-start dependency to another task can begin June 15 if its predecessor is finished by June 15 or later if its predecessor finishes after June 15 , but it can't be scheduled before June With a SNET constraint applied, the successor task cannot begin before the constraint date, even if as shown here the predecessor task is completed before the constraint date.
Inflexible Constraints Inflexible constraints are constraints that are inflexible because it ties a task to a date. They override any task dependencies by default and restrict a task to a date you choose. For example, a task with a Must Start On MSO constraint for September 30 and a finish-to-start dependency to another task will always be scheduled for September 30 no matter whether its predecessor finishes early or late.
If a task that is constrained to a date has a predecessor that finishes too late for the successor to begin on the date specified in the constraint, negative slack can occur. If the deadline date passes and the task is not completed, Project will display a task indicator next to the task in the table.
The deadline can also be displayed on the Gantt. The Indicators field is located to the right of the ID field and appears in a number of tables. Deadlines don't usually affect task scheduling. They are used to indicate a target date you don't want to miss, without requiring you to set a task constraint that could affect scheduling if predecessor tasks change. A task with a deadline is scheduled just like any other task, but when a task finishes after its deadline, Project displays a task indicator notifying you that the task has missed its deadline.
Deadline dates can affect the total slack on tasks. If you enter a deadline date before the end of the task's total slack, total slack will be recalculated by using the deadline date rather than the task's late finish date.
The task becomes critical if the total slack reaches zero. You can set deadlines for summary tasks as well as individual tasks. If the summary task's deadline conflicts with any of the subtasks, the deadline indicator signifies a missed deadline among the subtasks. The task is scheduled to finish on the deadline date, though the task could still finish after its deadline if its predecessors slipped. Click the Advanced tab. This is called inactivating the task.
The task remains in the project plan, but does not affect resource availability, the project schedule, or how other tasks are scheduled. Why would you want to inactivate a task? For one thing, it can help you model the effects of schedule or resource constraints on the project without deleting tasks permanently.
Also, inactive tasks remain in the project plan, providing a record of cancelled tasks and enabling you to reactivate them if circumstances change. Instead, mark the tasks as completed. In the table portion of the view, select the task or tasks you want to inactivate. The inactive task stays in the task list, but the text is dimmed and has a line through it. This method will work for any view containing a Gantt chart and a task list.
Tick the checkbox if you prefer not to see this warning in the future. For example, a two-day task that cannot have contiguous work might be split so that the first day of work is scheduled for Monday, and the second day is scheduled for Thursday.
As you move the mouse cursor over the task on the Gantt the mouse cursor will have changed click on the task where you wish to split it and drag the cursor to the right to move the second part of the split task into the future. Drag the mouse cursor to the right until you connect to the second part of the task and let go of the mouse The task will join and have the same duration as the original task. What most project workers do not realise that could save themselves a lot of problems is the fact that these views can be treated as any other object and saved you could have several views of the Gantt chart for instance each showing your project with different aspects ready to be used and printed at the touch of a button The views, like tables can also be transferred to other projects and used in those to save time recreating them.
Split Views The first thing to look at with views is the split view which allows you to see related information in the bottom half of the main window while the normal project data is shown at the top the easiest way to use this is from the view ribbon. Views consist of more than just formatting and table columns they contain filters, sorting, groupings and split views if applied. In this section you will be shown how to create your own new view while subsequent sections show you how to further manipulate that view.
Save An Edited View Rarely are the views perfect for what you want and many times we need to edit the component parts of a view to get exactly what we want. You are advised that any time you wish to edit a view say the Gantt chart view you may at some time wish to revert to its default appearance so although this section is about editing an existing view create a new view first and edit that and the original views will be left untouched for future use.
All of the formatting choices shown so far are considered editing a view, bar styles, filters, groups, tables, text styles, resizing etc. When you have applied all these things to a Gantt for instance you may wish to keep that just as it is and revert at times to the original Gantt chart.
Click on COPY Click OK to create the new view. Now edit the view formatting in the ways you want. Save the changes to the project. Transfer A View Transferring a view is much the same as transferring a table, filter, group, macro etc. To have those editions reflect in the view within the global.
Click the cross in the top right corner to close the dialog. Microsoft Project is a software package designed help managers manage a variety. It provides a list of quick tips and shortcuts for familiar features. This guide does NOT replace training. Learn how to create a project, break. Mastering Microsoft Project B; 3 days, Instructor-led Course Description This three-day instructor-led course provides students with the knowledge and skills plan and manage projects using Microsoft.
For the most part, teams manage projects. Project Management is the discipline of planning, organizing, and managing resources to complete a specific goal.
Microsoft Project is software that helps you. Start your project Open Project and. Mastering Microsoft Project Duration: 2 days Course Description This two-day instructor-led course provides students with the knowledge and skills to plan and manage projects using Microsoft Project.
Project Management: Intermediate Microsoft Project This document includes instructions for managing resources, updating project plans, and designing visual reports. Managing Resources in a Project. Project management deliverables e. Click File then New. Select any of the featured. Creating a New Project Microsoft Project is a project management software program designed to assist project managers in developing plans, assigning resources to tasks, tracking progress, managing budgets,.
Introduction to Microsoft Project This document provides an introduction in using Microsoft Project Microsoft Project is a project management application that contains a set of tools to help. Examples would be File and Analysis. Click View and Resource Sheet 2. Microsoft Access handout Access is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant.
You will: Create a resource calendar. Assign resources to tasks. Assign additional. What project management software is, basic concepts, the tasks. Enter task names. Estimate and record how long each task should last. Create a milestone. You must have Microsoft Project or higher installed to complete these procedures. If necessary,.
A well planned project will give results exactly as planned. Project Management Courses Professional Development Training has a specialised division of Project Management experts that will tailor the delivery.
Tutorials The lesson schedules for these tutorials were installed when you installed Milestones Professional If you have any questions, comments,. You will use the. Experience learning made easy and quickly teach yourself how to manage the complete project life cycle with Project With Step by Step, you set the pace building and. Project planning with MindGenius This workshop looks at using MindGenius for planning and monitoring smaller projects.
MindGenius is available free of charge on all University of Brighton staff and student. MS Project Quick Guide 1. One of our mottos is "a quality process creates a quality product. The Assignment Equation The following equation controls the relationship between the Work, Duration, and Assignment Units for a task assignment: Or Or Work: The number of hours of real work effort spent.
All rights reserved. It provides the flexibility to help manage your project, provides assistance in every phase. With FastTrack Schedule 10, the new version of the award-winning project. Project Management Quick Reference Guide for MS Project Project offers flexibility and choice by providing tailored work management solutions for individuals, teams, and the enterprise. Project Management Quick Reference Guide for Microsoft Project Before beginning a new project, an organization must determine whether the project fits its strategic goals.
Executives should classify. No part of this publication may be reproduced or used. Slides Steps to Enter Duration: 1. In the Duration column of a task, enter a value, and press Enter on your keyboard Important Points: The default time unit is days, so when you enter 5, this becomes 5.
Aras Corporation Aras Corporation. All rights reserved Notice of Rights All rights reserved. Aras Corporation Aras owns this document. No part of this document may be reproduced or transmitted in.
Explain a Gantt Chart. Describe the main steps involved in creating a Gantt Chart using Excel. We can do this by re-organizing.
It allows the user to view and manipulate. You may have several smaller projects that are part of a larger effort like. It s just a macro enabled excel file that opens if you have Excel , , and on your Windows.
The Synchro Workspace Initial Setup Screen Layout User Interface Set Up Introduction Before considering resourcing the schedule it is important to ask yourself one key question as it will require effort from the scheduler or. Scheduling Document Creation What is a Schedule in epm? Schedules The epm Schedule application is an integral part of the Portfolio Management suite of applications.
Start and end dates for each summary. Microsoft Project Level 1 One Day Course Course Description You need to gather information about the various tasks involved, resources required to accomplish the tasks, and the overall cost in order.
Excel Create your first spreadsheet Goals: After completing this course you will be able to: Create a new spreadsheet. Add, subtract, multiply, and divide in a spreadsheet. Enter and format column. OmniPlan version 2. Some of the buttons change.
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