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The Basics of Microsoft Project - Step 2
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The Basics of Microsoft Project - Step 2

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  • 1. The Basics of Microsoft Project André Sanz …or how to avoid using Excel to manage a project schedule..!  Step 2: Defining basic Project information & Loading Project
  • 2. Agenda The Basics of Microsoft Project  Creating & Assigning a Project calendar  Defining basic Project information  Loading Project resources  Creating a top-level WBS (Summary Tasks)  Loading each top-level WBS (Subtasks)  Task Types, Durations & Predecessors  Filtering & Reports
  • 3. Defining Basic Project Information
  • 4. Defining Basic Project Information The Basics of Microsoft Project 1 2 3 Select your Project start date (Default Calendar should be set from prior step)  Select OK when finished  Select Project tab, then Project Information 4 4 Then Select File > Save and save your Project Schedule
  • 5. Loading Project Resources
  • 6. Loading Project Resources The Basics of Microsoft Project 1 2 4 5 6 3  From the Task tab, select the View drop-down  From the View drop- down, select the Resource Sheet Select the Resources tab, Add Resources and select the Address Book 
  • 7. Loading Project Resources The Basics of Microsoft Project Search in  the Global Address Book for those you’re looking to add to your project. Select Add  Once the list is complete, select OK 
  • 8. Loading Project Resources The Basics of Microsoft Project Be sure the update the resource initials  (important as you add resources, and your resource list gets larger) Update the base calendar (created earlier) used by each  resource so non-working time is reflected properly for all resources Repeat as needed to add additional resources at any time 1 2 3