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PRJ101xl Project Libre Basic Training

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Basic Project Libre training course. Based on a similar Microsoft Project Basic course. Covers setting up the project environment and creating the project plan.

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PRJ101xl Project Libre Basic Training

  1. 1. PRJ101XL – Project Libre Basic www.ocdatabases.com slides.1@ocdatabases.com 949-489-1472
  2. 2. Project Libre Basic Note: The basic outline for this course and much of the material was adapted from a similar Microsoft Project course (which we also offer) by Logical Operations, formerly Element K.
  3. 3. Project Libre  Open Source alternative to Microsoft Project  Can read and write Microsoft Project files
  4. 4. PRJ101XL Project Libre Basic  Introduction (s)  Facilities  Course Packet (May vary by course and class) – Student Questionnaire – Collaterals (Maps, Catalog, Etc.) – Copy of PowerPoint slides used – Evaluation form – Training certificate
  5. 5. 5
  6. 6. Project Libre: Basic 1. Getting started 2. Tasks 3. Task scheduling 4. Resource management 5. Views and tables 6. Filters, groups, and sorting 7. Finalizing the task plan
  7. 7. GETTING STARTED Topic 1
  8. 8. Project constraints
  9. 9. Links between project phases Initial phase Planning phase Close-out phase Implementation phase Monitoring phase Initiating tasks Planning tasks Executing tasks Monitoring tasks Closing tasks Controlling phases and communication
  10. 10. Typical project management tasks Project management tasks Planning tasks Monitoring and tracking tasks Build the plan Fine-tune the plan Link tasks Assign resources and costs Set a project start date Enter task names and duration Set a baseline Communicate with the team Enter actuals Track variance Adjust the schedule Print reports
  11. 11. Gantt Chart view
  12. 12. A task list in Gantt Chart view
  13. 13. Resource Sheet view
  14. 14. The Project Libre interface Ribbon T a s k e n t r y G a n n t c h a r t
  15. 15. File commands
  16. 16. A sample file in Gantt Chart view Indicator column Column heading chart pane Sheet pane timescale Gantt bar
  17. 17. Open a Project file 1. Click the File Tab 2. Click Open in the ribbon File Group 3. Navigate to and select the Project file that you want to open 4. Click Open (or double-click the file)
  18. 18. Set the project start date 1. Click the File Tab 2. In the ribbon Project Group, click Information 3. Set the start date
  19. 19. Project Information dialog box
  20. 20. Save a new project file 1. On the ribbon, click the Save button (or press Ctrl+S) 2. In the Save As dialog box, navigate to the location where you want to save the project file 3. Enter a file name 4. Click Save (or press Enter)
  21. 21. TASKS Topic 2
  22. 22. Add tasks to a task list 1. In the Task Name column, select the cell below the location where you want to insert the task 2. On the Task tab, click Insert Task (Or right-click the cell below where you want to insert the task and choose New) 3. Type the task information in the new row
  23. 23. Delete tasks  Click Delete on the task tab, or  Right-click the task and choose Delete Task
  24. 24. Cut and paste a task 1. Click a row number to select the row 2. Click Cut 3. Click the row number below where you want to insert the cut task 4. Click Paste
  25. 25. Drag selected tasks 1. Click the row number to select the row, or drag across row numbers to select sequential tasks 2. Drag the selected rows to a new position in the task list
  26. 26. Summary tasks
  27. 27. Convert a task into a milestone 1. In the Sheet pane, double-click the task to open the Task Information dialog box 2. Click the Advanced tab 3. Check “Display task as milestone” 4. Click Close
  28. 28. TASK SCHEDULING Topic 3
  29. 29. When you link tasks:  Project Libre automatically applies a Finish-to-Start task dependency  The start of the second task depends on the completion of the first task
  30. 30. Linking tasks 1. Select the tasks 2. On the Task tab, click the Link button
  31. 31. Change a task’s predecessor 1. In the Sheet pane, locate the task whose predecessor you want to change 2. In the predecessor column, enter the task ID of the task that you want to set as the predecessor
  32. 32. Lag time  A delay that adds time after the completion of a task  Example: “Install trim” – If you add lag time to its predecessor, “Paint,” the paint will have time to dry before the trim installation begins Lead time  The overlap between dependent tasks (when a task can start before its predecessor finishes)
  33. 33. Lead and Lag Time
  34. 34. Apply lead time or lag time 1. Double-click a task in the Sheet pane 2. Click the Predecessors tab 3. To apply lag time, enter a positive value in the Lag field for the predecessor To apply lead time, enter a negative value 4. Click OK
  35. 35. Nodes in Network Diagram view
  36. 36. Dependencies Dependency Gantt bar example Description Finish-to-Start (FS) Task B cannot start unless Task A is finished. Start-to-Start (SS) Task B cannot start unless Task A starts. Finish-to-Finish (FF) Task B cannot finish unless Task A is finished. Start-to-Finish (SF) Task B cannot finish unless Task A starts.
  37. 37. Task Dependency dialog box
  38. 38. Task types Type Description Fixed Duration Has a constant time value Fixed Work Has a constant value for the total work to be performed Fixed Unit Has a constant quantity or units-of-resource value
  39. 39. Task Types
  40. 40. Task constraints Constraint Description As Late As Possible Schedules a task to start as late as possible As Soon As Possible Schedules a task to begin as early as possible Finish No Earlier Than Schedules a task to finish on or after a specified date Finish No Later Than Schedules a task to finish on or before a specified date continued
  41. 41. Task constraints, continued Constraint Description Must Finish On Schedules a task to finish on the specified date Must Start On Schedules a task to start on a specified date Start No Earlier Than Schedules a task to start on or after a specified date Start No Later Than Schedules a task to start on or before a specified date
  42. 42. Task Constraints
  43. 43. RESOURCE MANAGEMENT Topic 4
  44. 44. Calendars
  45. 45. Create a base calendar 1. On the File tab, click Calendar 2. Click Create New Calendar 3. Type a name for the calendar 4. Select “Create new base calendar” and click OK 5. Make the necessary changes in the calendar 6. Specify the calendar exceptions and working times for the work days 7. Click OK 8. On the Ribbon, click Information 9. Select the new base calendar and click OK
  46. 46. Change Working Time This change made Saturdays a work day
  47. 47. Resource types  Work resource – Performs work on a task – Examples: people, equipment  Material resource – Item used to perform work on a task – Examples: paint, wood, steel, fuel
  48. 48. Create a resource calendar 1. In Resource Sheet view, in the Name field, select the resource to which you want to assign a calendar 2. On the Resource tab, click Calendar 3. Make the necessary changes in the calendar and click OK 4. Click OK
  49. 49. Assign resources 1. Switch to Gantt Chart view 2. Select the task to which you want to assign a resource 3. On the Task tab, click Assign Resources 4. Select a resource and click Assign 5. Click Close
  50. 50. Assign Resources
  51. 51. Assign a resource to multiple tasks 1. Hold down Ctrl and select the tasks to which you want to assign a resource 2. Open the Assign Resources dialog box (Or open the dialog box first and then select tasks in the Sheet pane) 3. Select the resource name and click Assign 4. Click Close
  52. 52. Assign multiple resources to a task 1. Open the Assign Resources dialog box 2. Select the task to which you want to assign multiple resources 3. Select the resource you want to assign 4. Press and hold Ctrl, and select the other resource name(s) that you want to assign to the task 5. Click Assign, and then click Close
  53. 53. Task Calendars  Create a new calendar  Open Task Information Dialogue  Assign task calendar under advanced tab
  54. 54. VIEWS AND TABLES Topic 5
  55. 55. Views  Click the View Tab  Select the view  Select a sub-view if desired
  56. 56. Insert a column 1. Right-click the column heading that’s to the right of where you want to insert the column 2. Choose Insert Column 3. Select the column name and click OK 4. Resize the column as needed
  57. 57. FILTERS, GROUPS AND SORTING Topic 6
  58. 58. Filter a view 1. Click the View tab 2. From the Filter list, select a filter 3. To return to an unfiltered view, choose [No Filter] from the Filter list
  59. 59. Find 1. In the Sheet pane right click the column header 2. Do either of the following: – Select the field – Type in the search term and click Find
  60. 60. A grouped task list
  61. 61. Grouped Task List
  62. 62. Group a task list 1. Click the View tab 2. Click grouping select list and select a group option
  63. 63. Sort a task list 1. Click the View tab 2. Click Sorting select list and select a sort option
  64. 64. FINALIZING THE TASK PLAN Topic 7
  65. 65. Slack  The amount of time you can delay tasks without affecting the project schedule – Free slack — The amount of time a task can be delayed before it delays another task – Total slack — The amount of time a task can slip without delaying the project completion date
  66. 66. Make a task non-effort-driven: 1. Double-click the task name to open the Task Information dialog box 2. Click the Advanced tab 3. Clear Effort driven and click OK
  67. 67. Resource Usage view
  68. 68. Options to level resources manually  Replace the over-allocated resource with an under-allocated resource  Assign an additional resource to the task  Reduce the work assignments for a task, and increase the duration for its completion  Increase the working time of the resource
  69. 69. Project Libre Basic  Please fill out your evaluations and submit them to your instructor  Enjoy using Project Libre!  If you want to know more: PRJ102XL (Project Libre Advanced - monitoring & tracking projects)

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