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The Basics of Microsoft Project Step 3

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The Basics of Microsoft Project Step 3

  1. 1. The Basics of Microsoft Project André Sanz …or how to avoid using Excel to manage a project schedule..!  Step 3: Creating a top-level WBS (Summary Tasks)
  2. 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. 3. Creating a top-level WBS (Summary Tasks)
  4. 4. Creating a Top-Level WBS The Basics of Microsoft Project Click the option in the lower-left corner of the screen to set  * Before starting, ensure that new tasks are set to Auto-Schedule. Start entering high-level WBS tasks (or lower level tasks if you know them). You should initially ignore the duration, start and finish times. Use the Indent button ( ) in the Scheduling group on the Task tab to create Subtasks
  5. 5. WBS Build Workflow The Basics of Microsoft Project Allows rapid development of milestones WBS details can be developed in conjunction with specific teams WBS x Tasks & Assignment s H/L Tasks (iterative) WBS x Dependenci es WBS x Duration WBS x Dates WBS x+1… Start List all the steps in the phase & who owns them “This can’t start until…” How long will the task take Are there specific date constraints ? 1 2 3 4 5 6
  6. 6. Build Out a Plan The Basics of Microsoft Project Quickly add your tasks & assign them to a project team member  Add Dependencies – “Can’t walk before crawling”  Add Durations – “How long will that task take”  1 2 3
  7. 7. Build Out a Plan The Basics of Microsoft Project Avoid directly changing dates in a project  • Use Lag or Lead Time to control date or duration adjustments in a project – when possible. • In this example “Install pump and plumbing” must wait (lag) until task 8 is complete plus 2 days (you’ve got to wait for the cement to dry first!) Lead: Lag: Lead & Lag Examples

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