The document discusses planning and managing projects in Microsoft Project 2010. It covers project management terminology and the five process groups of initiating, planning, executing, controlling, and closing a project. It also explains how to use various views and functions in Project 2010, including entering tasks, setting timescales, and printing projects.

1. Tutorial 1:
Planning a Project
Planning a Project
Microsoft Project 2010
®
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2. In Tutorial Section 1.1 XP
you will:
you will:
• Learn project management terminology
• Understand the benefits of project
d d h b f f
management
• Explore the Project 2010 window
• Check and change default settings
g g
• Enter tasks and save a project
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3. In Tutorial Section 1.2 XP
you will:
you will:
• Open and explore an existing project
• Examine different project views
d ff
• Compare the Gantt Chart and Network
Diagram views
• Use project time scale and calendar
p j
• Use Backstage view and Page Setup dialog box
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4. Introduction to Project XP
Management
• Project Management: process of initiating,
planning, executing, controlling, and closing a
planning executing controlling and closing a
project
• Project Goal is the desired outcome
j l h d d
– Should be short and simple, yet clearly
communicate scope, time frame, and budget.
f b
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5. Introduction to Project XP
Management, Cont.
Management Cont
• A Process Group is a series of steps to
complete in order move on to the next phase
complete in order move on to the next phase
of a project.
• There are 5 Process Groups in Project
h
Management
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6. Project Management Process XP
Groups
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7. Initiating XP
• Setting the project goal
• Identifying start or finish dates
d f f hd
• Identifying the project manager
• Identifying project budget and quality
considerations
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8. Planning XP
• Entering project information
• Identifying project subdivisions and milestones
d f bd d l
• Documenting resources
• Entering restrictions
• Assigning Resources to tasks
Assigning Resources to tasks
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9. Executing XP
• Producing work results
• Requesting changes
h
• Recommending improvements
• Creating project records, reports, and
p
presentations
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10. Controlling XP
• Updating project
• Managing resources and tasks
d k
• Meet management timing, resource, and cost
objectives
• Changing project
g gp j
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11. Closing XP
• Entering final status of finished project
• Printing final reports
f l
• Review and analyze performance of the
project
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12. Project Management Terminology
XP
• Understanding key project terminology is
fundamental to your success as a project
fundamental to your success as a project
manager:
–T k
Task –P j M
Project Manager
– Duration – Scope
– Start and Finish Dates – Quality
– Predecessor and – Risk
Successor
S
– Resources
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13. Benefits of Project Management XP
• Better understanding of overall project goals
• Better understanding of alignment with
d d f l h
business objectives
• More organized and streamlined way to
manage a project
• More accurate and reliable project status
information
• More efficient use of project resources
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14. Benefits of Project Management, XP
Cont.
Cont
• Better communication
• Faster response to conflicting project goals
fl l
• Greater awareness of project progress
• Faster project completion
• Lower project costs
Lower project costs
• Fewer project failures
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15. How Project 2010 Supports XP
Successful Project Management
Successful Project Management
• MS Project 2010
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16. Chart and Diagram Tools XP
• The Gantt Chart and Network Diagram are two
important project management tools within
important project management tools within
Project 2010.
• The Gantt Chart provides a graphical
h h d h l
visualization of the project.
– Tasks are shown as horizontal bars
– Illustrates task dependencies
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17. Basic Gantt Chart XP
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18. Chart and Diagram Tools, Cont. XP
• The Network Diagram’s primary purpose is to
show the critical path of the project.
show the critical path of the project
– Tasks are displayed as boxes, called nodes.
– Dependent tasks are linked together via link lines.
d k l k d h l kl
– The critical path is the series of tasks that dictates
the earliest calculated project finish date.
th li t l l t d j t fi i h d t
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19. Basic Network Diagram XP
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20. Getting Started with Project 2010 XP
• Starting Project 2010
• View Bar
• Entry Table
• Gantt Chart
• Timeline
• Timescale
–AA major scale (the upper scale)
j l (th l )
– A minor scale (the lower scale)
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21. Microsoft Project Window XP
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22. View Bar and View Tab XP
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23. Entry Table XP
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24. Gantt Chart and Split Bar XP
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25. The Timeline XP
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26. The Timescale XP
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27. Getting Started with Project 2010,
XP
Cont.
Cont
• Current Date
• Working Days and Nonworking Days
k d k
• Setting Automatic Scheduling
• Setting Project Start and Finish Dates
• Entering Tasks
Entering Tasks
• Saving a Project
• Closing a Project
l i j
• Opening an Existing Project
• Saving a Project with a new name
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28. Setting the Scheduling Mode XP
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29. Setting Project Start and Finish XP
Dates
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30. Changing the Current Date XP
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31. Entering Tasks XP
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32. Two Tasks Entered XP
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33. Saving a Project XP
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34. Working in Different Views XP
• Chart or Graphic: representation of data using
bars, boxes, lines, and images
bars boxes lines and images
• Sheet: A spreadsheet‐like representation of
data in rows and columns
d d l
• Form: view of many pieces of information to
focus on the details of one task
• Combination: view of many tasks at the top of
y p
the screen, view of task details below.
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35. Common Project Views (Task XP
Views)
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36. Common Views XP
• Gantt Chart View
• Network Diagram View
k
• Calendar View
• Task Information Dialog Box
• Notes Tab, Notes Indicator
Notes Tab Notes Indicator
• Relationship View
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37. Network Diagram View XP
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38. Calendar view XP
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39. Task Information Dialog Box XP
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40. Notes Tab XP
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41. Notes Indicators XP
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42. Relationship Diagram View XP
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43. Common Views, Cont. XP
• Entry Table
• Schedule Table
h d l bl
• Split View
• Zooming in and Out
• Timescale Dialog Box
Timescale Dialog Box
• Changing the timescale
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44. Entry Table XP
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45. Schedule Table XP
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46. Split View XP
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47. Zooming In and Out XP
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48. Timescale Dialog Box XP
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49. Changing the Timescale XP
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50. Successful Printing XP
• The key aspects of successful printing:
–ZZooming to an acceptable magnification level
i bl ifi i l l
– Print previewing your work
– Using the page setup dialog box to make changes
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51. Gantt Chart in Print Preview XP
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52. Page Setup XP
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