Ms project 2016 overview
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This document provides an overview of MS Project and project management basics. It discusses what a project is, the typical project life cycle phases of initiation, planning, execution, and closure. Project management is defined as applying skills and tools to meet stakeholder needs within scope, time, cost and quality constraints. The core functions of a project manager are also outlined. The document then demonstrates how to use key MS Project features like creating tasks, assigning resources and durations, setting relationships between tasks, and tracking the critical path. Various views and reports are described to monitor the project schedule, costs, and resources.
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Ms project 2016 overview
- 1. MS Project Overview Prepared By Maher Al-Mohamad ERP Functional Analyst
- 2. maher.almohamad@outlook.com Objectives • Projects management Basics • Getting started with MS Project • Creating a project ( Tasks, Resources, …) • Views and Reports
- 4. maher.almohamad@outlook.com A temporary endeavor undertaken to create a unique product, service, or result. A Project is
- 5. maher.almohamad@outlook.com Project Life Cycle (Phases) • Initiation • Planning • Execution • Closure Initiation Closure Planning Execution
- 6. maher.almohamad@outlook.com The application of knowledge, skills, tools, and techniques to project activities, in order to meet or exceed stakeholder needs and expectations from a defined project - balancing the following: • Scope, time, cost, and quality • Stakeholders’ expectations • Requirements (needs) vs. unidentified requirements (expectations) Projects Management is
- 7. maher.almohamad@outlook.com Monitoring and Controlling PM Process Groups • Initiating • Planning • Executing • Monitoring and Controlling • Closing Initiating Closing Planning Executing
- 8. Project Life Cycle with PM
- 9. maher.almohamad@outlook.com Project Manager A project manager is a professional in the field of project management. Project managers can have the responsibility of the planning, execution, and closing of any project.
- 10. maher.almohamad@outlook.com MS Project Microsoft Project is a project management software program, which is designed to assist a project manager in developing a plan, assigning resources to tasks, tracking progress, managing the budget, and analysing workloads.
- 11. maher.almohamad@outlook.com Note Microsoft project expert isn’t a replacement for the project manager. Microsoft Project doesn’t ensure a successful project if a person doesn’t understand project management. However, Microsoft Project can assist a project manager in becoming more effective.
- 13. Start a new project
- 14. The MS Project interface Toolbar Ribbon Main Screen components
- 15. Schedule a Project from a Start or Finish Dates
- 17. maher.almohamad@outlook.com Gantt Chart Task Spreadsheet Gantt Diagram
- 18. Working with Tasks List Adding the essential data of tasks : Task name Duration (D, W, H, M, Mo) Predecessors
- 19. Task Information Task Mode, Milestones, Summary, Sub Task, …
- 21. Creating Tasks Relationships Note: MS project will calculate dates based on the durations of the tasks, their relationships and the start date set for the project, however it is possible to change the starting date of a task (if necessary) By double clicking on a Task or milestone, and using the fields related to the dates (Start or Finish).
- 23. maher.almohamad@outlook.com SS Start-to-Start Relationship Task/Resources Successors Predecessors SS
- 28. maher.almohamad@outlook.com The Critical Path CP is the flow of tasks, of which, a delay in any one of these tasks will cause a delay to the project. It is the longest path through the project network diagram and the shortest possible time to complete the project.
- 31. Working with Resources List You can use the Resource Sheet to create a list of the people, equipment, and material resources.
- 32. Assigning Resources to Tasks 1. Assign Resources Using Task List Resources Name Column
- 33. Assigning Resources to Tasks 2. Assign Resources Using Task Information, Resources Tab
- 34. Assigning Resources to Tasks 3. Assign Resources Using Resource Tab
- 35. Over allocated Task Resource
- 36. Complete adding Task Resources
- 37. Project Statistics – Cost Updated
- 38. Task Usage View
- 40. Task Form
- 41. Resources Form
- 44. Calendar View
- 47. Printing the Project Map
- 48. Thank You Maher Al-Mohamad ERP Functional Analyst
Editor's Notes
- A project is a temporary effort of sequential activities designed to accomplish a unique purpose. a temporary endeavor that helps to accomplish some specific objective by utilizing definite interconnected tasks and the effective utilization of resources. To achieve an objective One Time (Start and finish dates) Constraints of time, cost and resources Performed by People – Single or Group Coordinated and controlled activities Specific Deliverables Progressive Elaboration
- Initiating •Set the project goal •Identify the necessary start or finish date limitations •Identify the project manager •Identify budget and quality considerations Planning •Enter project tasks, duration and relationships •Identify project milestones •Define available resources and costs •Assign resources to tasks Monitoring and Controlling •Producing work results •Requesting changes •Recommending improvements •Creating project records, reports, and presentations •Updating project •Managing resources and tasks •Meet management timing, resource, and cost objectives •Identify budget and quality considerations Closing •Review and analyze performance of the project •Create a Closure Report •Archive records
- File> New> blank project.
- The Quick Access Toolbar (File, Task, Resource, Reports, Project, View, Format) The Ribbon (tabs, buttons and drop-down list) Main Screen components
- By default, the new project file is scheduled from a Project Start Date All tasks are scheduled to begin as soon as possible MS Project calculates the project’s Finish date based on Tasks, Durations, Dependencies. When a project is scheduled from a Finish date, such as a conference, all tasks are scheduled to begin as late as possible
- The project calendar defines the general working and nonworking days and time for tasks. By default, the entire project, each task, and each resource is scheduled according to the Standard calendar The Standard calendar specifies that Monday through Friday are working days with 8 hours of work completed each day. Saturday and Sunday are designated as nonworking days. The Calendar can be modified to identify holidays or other nonworking days or times in which work should not be scheduled.
- Select Gantt Chart view from the view menu. You’ll have a spreadsheet where you can now enter information of all the activities i.e. task name, duration, start date, end date, and various other fields. You can enter required information in two ways, in spreadsheet or when you double click on cell you get pop up window in which you can enter all the information of that particular activity.
- CPA helps you to identify the minimum length of time needed to complete a project. For finding CP list all the activities and enter early start, late start, early finish and late finish info of all the activities. Project automatically calculates ES, EF, LS and LF based on the starting/ending dates you have provided to find CP.
- 1. On the View menu, click Resource Sheet. 2. On the View menu, point to Table, and then click Entry. 3. In the Resource Name field, type a resource name. 4. You can go through the fields in the sheet, but for the simplicity of the example just focus on the name and initials of the Resource 5. Below is an example of some Human resources added to the Resource Sheet (We could add also other type of resources such as Equipments, Consumables, etc.)