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
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Select your Project start
date (Default Calendar
should be set from prior
step) 
Select OK when finished
 Select Project tab,
then Project
Information
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Then Select File
> Save and save
your Project
Schedule

5. Loading Project Resources

6. Loading Project Resources
The Basics of Microsoft Project
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 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
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