Project Templates
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This document discusses how to duplicate project templates in Casual by either cloning an existing project or copying and pasting tasks between projects. Cloning a project duplicates its entire structure, while copying and pasting allows transferring individual tasks or groups between projects while maintaining their original progress and assignments. Templates can be reused to streamline setting up new projects with similar workflows.
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Microsoft® Project Painting Exercise CPMGT303 Version 111
Microsoft® Project Painting Exercise
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Microsoft® Project Painting Exercise
Microsoft® Project
Microsoft® Project (also called “MS-Project”) is one of the most popular tools for project planning projects today. It is relatively easy to use and makes it easier to manage projects.
Microsoft® Project Exercise: The Painting Project
This is a simple exercise in Microsoft® Project. These instructions are brief and only cover the basics. The objective of this exercise is to prepare you for Week 3 Learning Team assignment. This exercise only covers how to log into Microsoft® Project, set up a simple schedule, and log out. The exercise is not concerned with monitoring or controlling the execution of a plan.
Start Microsoft® Project
To start Microsoft® Project; click through “Start > Programs > Microsoft Office 2013 > Microsoft Project” Microsoft® Project should start up, with a blank “Gantt chart” view of a new project.
Saving Microsoft® Project
It is recommended that you save your project immediately. So please Save your project now using the following format ‘Last Name_Paint_Project’. If you last name is Allen, your Microsoft® Project file name will be ‘Allen_Paint_Project’.
If you are prompted to save the project with a baseline, click Yes. You may continue to work on the baseline until you have completed the exercise and turned it in as the final baseline.
Microsoft® Project Settings
Before getting into the details of the Painting Project, it is beneficial to enter a few Microsoft® Project settings. These settings are:
· Duration Unit of Measure. The normal default for duration is the day (day) which consist of 8 hours. There are other unit of measures that you may decide to use. The most popular are minute (min), hour (hr), and week (wk). For this exercise we will use the default setting.
The working calendar. There is a default Standard Calendar which consists of a 5-day work week (Monday through Friday) with Saturday and Sunday set as non-working days. A day is made up of 8 hours. It is recommended for this exercise that you leave Microsoft® Project set to the Standard Calendar. If you want to explore other calendars or how to set up your own calendar, click as follows “Project > Project Information”. The following pop up menu will appear with Calendar showing as ‘Standard’.
Available resources. It is beneficial to set up your known resources pool at the start of the project. Note. You may change the resources in the pool at any time, as resources are added to and subtracted from the project. To set up the resource pool click as follows “Resource> Resource Sheet”. You’ll get a table in which you can define the names of resources that you wish to be available.
Simply type a name in the “Name” field, and use a new line for each different resource. For the Painting Project, the following are the resources.
Jackie Smith – Standard Rate $25.00; Overtime Rate $37.00
Tom Bu ...
Microsoft® project painting exercise cpmgt303 version 111
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Microsoft® Project Painting Exercise CPMGT303 Version 111
Microsoft® Project Painting Exercise
CPMGT/303 Version 11
1
University of Phoenix Material
Microsoft® Project Painting Exercise
Microsoft® Project
Microsoft® Project (also called “MS-Project”) is one of the most popular tools for project planning projects today. It is relatively easy to use and makes it easier to manage projects.
Microsoft® Project Exercise: The Painting Project
This is a simple exercise in Microsoft® Project. These instructions are brief and only cover the basics. The objective of this exercise is to prepare you for Week 3 Learning Team assignment. This exercise only covers how to log into Microsoft® Project, set up a simple schedule, and log out. The exercise is not concerned with monitoring or controlling the execution of a plan.
Start Microsoft® Project
To start Microsoft® Project; click through “Start > Programs > Microsoft Office 2013 > Microsoft Project” Microsoft® Project should start up, with a blank “Gantt chart” view of a new project.
Saving Microsoft® Project
It is recommended that you save your project immediately. So please Save your project now using the following format ‘Last Name_Paint_Project’. If you last name is Allen, your Microsoft® Project file name will be ‘Allen_Paint_Project’.
If you are prompted to save the project with a baseline, click Yes. You may continue to work on the baseline until you have completed the exercise and turned it in as the final baseline.
Microsoft® Project Settings
Before getting into the details of the Painting Project, it is beneficial to enter a few Microsoft® Project settings. These settings are:
· Duration Unit of Measure. The normal default for duration is the day (day) which consist of 8 hours. There are other unit of measures that you may decide to use. The most popular are minute (min), hour (hr), and week (wk). For this exercise we will use the default setting.
The working calendar. There is a default Standard Calendar which consists of a 5-day work week (Monday through Friday) with Saturday and Sunday set as non-working days. A day is made up of 8 hours. It is recommended for this exercise that you leave Microsoft® Project set to the Standard Calendar. If you want to explore other calendars or how to set up your own calendar, click as follows “Project > Project Information”. The following pop up menu will appear with Calendar showing as ‘Standard’.
Available resources. It is beneficial to set up your known resources pool at the start of the project. Note. You may change the resources in the pool at any time, as resources are added to and subtracted from the project. To set up the resource pool click as follows “Resource> Resource Sheet”. You’ll get a table in which you can define the names of resources that you wish to be available.
Simply type a name in the “Name” field, and use a new line for each different resource. For the Painting Project, the following are the resources.
Jackie Smith – Standard Rate $25.00; Overtime Rate $37.00
Tom Bu ...
Microsoft® project painting exercise cpmgt303 version 111
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Microsoft® Project
· Microsoft® Project (also called “MS-Project”) is one of the most popular tools for project planning projects today. It is relatively easy to use and makes it easier to manage projects.
· Microsoft® Project Exercise: The Painting Project
· This is a simple exercise in Microsoft® Project. These instructions are brief and only cover the basics. The objective of this exercise is to prepare you for Week 3 Learning Team assignment. This exercise only covers how to log into Microsoft® Project, set up a simple schedule, and log out. The exercise is not concerned with monitoring or controlling the execution of a plan.
Start Microsoft® Project
To start Microsoft® Project; click through “Start > Programs > Microsoft Office 2013 > Microsoft Project” Microsoft® Project should start up, with a blank “Gantt chart” view of a new project.
Saving Microsoft® Project
It is recommended that you save your project immediately. So please Save your project now using the following format ‘Last Name_Paint_Project’. If you last name is Allen, your Microsoft® Project file name will be ‘Allen_Paint_Project’.
If you are prompted to save the project with a baseline, click Yes. You may continue to work on the baseline until you have completed the exercise and turned it in as the final baseline.
Microsoft® Project Settings
Before getting into the details of a the Painting Project, it is beneficial to enter a few Microsoft® Project settings. These settings are:
· Duration Unit of Measure. The normal default for duration is the day (day) which consist of 8 hours. There are other unit of measures that you may decide to use. The most popular are minute (min), hour (hr), and week (wk). For this exercise we will use the default setting.
· The working calendar. There is a default Standard Calendar which consists of a 5-day work week (Monday through Friday) with Saturday and Sunday set as non-working days. A day is made up of 8 hours. It is recommended for this exercise that you leave Microsoft® Project set to the Standard Calendar. If you want to explore other calendars or how to set up your own calendar, click as follows “Project > Project Information”. The following pop up menu will appear with Calendar showing as ‘Standard’.
· Available resources. It is beneficial to set up your known resources pool at the start of the project. Note. You may change the resources in the pool at any time, as resources are added to and subtracted from the project. To set up the resource pool click as follows “Resource> Resource Sheet”. You’ll get a table in which you can define the names of resources that you wish to be available.
Simply type a name in the “Name” field, and use a new line for each different resource. For the Painting Project, the following are the resources.
Jackie Smith – Standard Rate $25.00; Overtime Rate $37.00
Tom Busch – Standard Rate $20.00; Overtime Rate $30.00
Alan Jacobs – Standard Rate $15.00; Overti ...
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MS Project - Lesson #1B - Basics of Project Scheduling - Part 2Objectives - MS Project 2010
· Creating a summary task
· Working with subtasks
· Establishing task dependencies
· Specify lead and lag times
A project task list can be as few as 10 or as many as several hundred tasks. With a large project, it can become difficult to locate a specific task. Using MS Project, you can organize the task list by creating a hierarchical structure. This process of structuring a task list is known as outlining. Outlining is used to organize common tasks into groups within the task list. The groups can represent phases of the project.
In this lab, we will first use outlining to group the tasks of our project into phases. We will create a main summary task to represent the entire project and then several levels of summary tasks below the main summary task to represent the phases of the project.
Creating an Outline
1. Log onto Windows. Open MS Project.
2. Open your project file that you created in Lesson 1, Part A (MyLab1a_XXX.mpp, where XXX are your initials.)
3. Save this file, using Save As, as MyLab1b_XXX.mpp, where XXX are your initials.
Creating a hierarchical outline organizes the project tasks list into groups of tasks. Each group of tasks is preceded by a summary task, which describes the tasks within each group.
The outline of a project generally begins with a main summary task. The main summary task is a brief description of the project and all tasks are subordinate to the main summary task. This main summary task is also helpful in generation of summary reports and cumulative totals in budgeting and resource management.
4. Click in the task namefield for task 1, Inventory current equipment.
5. Right click and select Insert Task. A new blank task row is inserted above and the task list is renumbered.
6. Type in (Student's Name) New System, where you enter your first and last name for student name. For example, if you are John Smith, your task will read John Smith's New System. Got it?
7. Do not worry about duration.
8. Since this is our main summary task, we need to indent all the other tasks to indicate that they are subtasks or subordinate tasks.
9. We need to select all the tasks below our summary task (from Inventory Equipment up to and including Project Meeting). One way to do this is to click in the task name field for task 2, Inventory Equipment. Click and drag so that all the task names are selected. (Similar to Excel). (You can also click in task 2 name field, hold down the shift key and then click in the last task name field.)
10. On the Task tab, you should see the following icons:
This is the Schedule Ribbon. The left arrow outdents a task to a higher level; the right arrow indents a task lower level task, thus creating a summary task above.
11. Press the Indent button (the right arrow). The selected tasks are indented one level within the outline. Also notice the duration for your main summary task. How .
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Work Breakdown Structure (WBS) Activity
Your organisation is a leading television broadcaster. Your viewing ratings have been static for a number of years and this has impacted the amount of marketing spent with your network. You want to create a new television programme that is going to engage audiences.
The project sponsor has commissioning a new family TV show that is to be shown in prime time Saturday evening slot. It will start broadcasting in 6 months time .
You are members of the project team for this project. It is your role to enable this project to be planned out within the time frame requested. Your activity today is to create an effective WBS outlining the structure, activities, order and resources of the work.
Having viewed the resources concerning MS Project and project planning, this is an exercise to help get you familiar with the basics of using MS Project.
Part of the assignment report when you are creating your Project Initiation Document (PID) is that it should contain a work breakdown structure (WBS) and a ‘project schedule’ using a Gantt chart.
This exercise will give you experience of inputting a WBS into MS Project and to create a simple Gantt chart.
The tasks will require that you do the following:
1. Create a new blank project in MS Project.
2. Create a correctly ordered WBS and input this into the task pane within MS Project. To limit the time this will take, please copy and paste the list of tasks on page 2 of this document and insert them into MS Project.
3. Add accurate durations (in days) for each activity. Please just use your best estimate.
4. Link and indent activities based on their relationships to each other.
5. Add milestones for each phase of the project.
6. Create yourself as a resource and attach yourself to any work that you will do within the project.
7. Change the schedule if required so that you are not working weekends. By default MS Project does this automatically but you may be required to change this if you are using non-standard settings in your copy of MS Project.
8. Set as a baseline to schedule against.
Note: Refer to the WBS diagram supplied in page 3.
There are a variety of ways to perform these tasks in MS Project depending on user preference. Please use the walk through guide (MS Project Activity Companion found in Moodle), which will guide you step by step for how to complete this exercise. Please try using this before watching the solution video.
(Please copy and paste below from ‘1.1 Select Topic’ to ‘1.4.4.2 Analyse’ and insert into MS Project Task Pane)
1.1 Select Topic
1.1.1 Define Problem
1.1.2 Contextualise
1.1.3 Develop Aims
1.1.4 Agree with Supervisor
1.2 Plan Research
1.2.1 Plans
1.2.1.1 Schedule
1.2.1.2 Budget
1.2.1.3 Risks
1.2.1.4 Assumptions & Constraints
1.2.2 Aims
1.2.2.1 Objectives
1.2.2.2 Deliverables
1.2.3 Initial Literature Review
1.2.3.1 Propositions
1.2.4 Initial Methodology
1.2.4.1 Tools
1.2.4.2 Data Collection
1.2.4.3 Sample
1.3 Literatu.
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Microsoft® Project
· Microsoft® Project (also called “MS-Project”) is one of the most popular tools for project planning projects today. It is relatively easy to use and makes it easier to manage projects.
· Microsoft® Project Exercise: The Painting Project
· This is a simple exercise in Microsoft® Project. These instructions are brief and only cover the basics. The objective of this exercise is to prepare you for Week 3 Learning Team assignment. This exercise only covers how to log into Microsoft® Project, set up a simple schedule, and log out. The exercise is not concerned with monitoring or controlling the execution of a plan.
Start Microsoft® Project
To start Microsoft® Project; click through “Start > Programs > Microsoft Office 2013 > Microsoft Project” Microsoft® Project should start up, with a blank “Gantt chart” view of a new project.
Saving Microsoft® Project
It is recommended that you save your project immediately. So please Save your project now using the following format ‘Last Name_Paint_Project’. If you last name is Allen, your Microsoft® Project file name will be ‘Allen_Paint_Project’.
If you are prompted to save the project with a baseline, click Yes. You may continue to work on the baseline until you have completed the exercise and turned it in as the final baseline.
Microsoft® Project Settings
Before getting into the details of a the Painting Project, it is beneficial to enter a few Microsoft® Project settings. These settings are:
· Duration Unit of Measure. The normal default for duration is the day (day) which consist of 8 hours. There are other unit of measures that you may decide to use. The most popular are minute (min), hour (hr), and week (wk). For this exercise we will use the default setting.
· The working calendar. There is a default Standard Calendar which consists of a 5-day work week (Monday through Friday) with Saturday and Sunday set as non-working days. A day is made up of 8 hours. It is recommended for this exercise that you leave Microsoft® Project set to the Standard Calendar. If you want to explore other calendars or how to set up your own calendar, click as follows “Project > Project Information”. The following pop up menu will appear with Calendar showing as ‘Standard’.
· Available resources. It is beneficial to set up your known resources pool at the start of the project. Note. You may change the resources in the pool at any time, as resources are added to and subtracted from the project. To set up the resource pool click as follows “Resource> Resource Sheet”. You’ll get a table in which you can define the names of resources that you wish to be available.
Simply type a name in the “Name” field, and use a new line for each different resource. For the Painting Project, the following are the resources.
Jackie Smith – Standard Rate $25.00; Overtime Rate $37.00
Tom Busch – Standard Rate $20.00; Overtime Rate $30.00
Alan Jacobs – Standard Rate $15.00; Overti ...
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· Creating a summary task
· Working with subtasks
· Establishing task dependencies
· Specify lead and lag times
A project task list can be as few as 10 or as many as several hundred tasks. With a large project, it can become difficult to locate a specific task. Using MS Project, you can organize the task list by creating a hierarchical structure. This process of structuring a task list is known as outlining. Outlining is used to organize common tasks into groups within the task list. The groups can represent phases of the project.
In this lab, we will first use outlining to group the tasks of our project into phases. We will create a main summary task to represent the entire project and then several levels of summary tasks below the main summary task to represent the phases of the project.
Creating an Outline
1. Log onto Windows. Open MS Project.
2. Open your project file that you created in Lesson 1, Part A (MyLab1a_XXX.mpp, where XXX are your initials.)
3. Save this file, using Save As, as MyLab1b_XXX.mpp, where XXX are your initials.
Creating a hierarchical outline organizes the project tasks list into groups of tasks. Each group of tasks is preceded by a summary task, which describes the tasks within each group.
The outline of a project generally begins with a main summary task. The main summary task is a brief description of the project and all tasks are subordinate to the main summary task. This main summary task is also helpful in generation of summary reports and cumulative totals in budgeting and resource management.
4. Click in the task namefield for task 1, Inventory current equipment.
5. Right click and select Insert Task. A new blank task row is inserted above and the task list is renumbered.
6. Type in (Student's Name) New System, where you enter your first and last name for student name. For example, if you are John Smith, your task will read John Smith's New System. Got it?
7. Do not worry about duration.
8. Since this is our main summary task, we need to indent all the other tasks to indicate that they are subtasks or subordinate tasks.
9. We need to select all the tasks below our summary task (from Inventory Equipment up to and including Project Meeting). One way to do this is to click in the task name field for task 2, Inventory Equipment. Click and drag so that all the task names are selected. (Similar to Excel). (You can also click in task 2 name field, hold down the shift key and then click in the last task name field.)
10. On the Task tab, you should see the following icons:
This is the Schedule Ribbon. The left arrow outdents a task to a higher level; the right arrow indents a task lower level task, thus creating a summary task above.
11. Press the Indent button (the right arrow). The selected tasks are indented one level within the outline. Also notice the duration for your main summary task. How .
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Your organisation is a leading television broadcaster. Your viewing ratings have been static for a number of years and this has impacted the amount of marketing spent with your network. You want to create a new television programme that is going to engage audiences.
The project sponsor has commissioning a new family TV show that is to be shown in prime time Saturday evening slot. It will start broadcasting in 6 months time .
You are members of the project team for this project. It is your role to enable this project to be planned out within the time frame requested. Your activity today is to create an effective WBS outlining the structure, activities, order and resources of the work.
Having viewed the resources concerning MS Project and project planning, this is an exercise to help get you familiar with the basics of using MS Project.
Part of the assignment report when you are creating your Project Initiation Document (PID) is that it should contain a work breakdown structure (WBS) and a ‘project schedule’ using a Gantt chart.
This exercise will give you experience of inputting a WBS into MS Project and to create a simple Gantt chart.
The tasks will require that you do the following:
1. Create a new blank project in MS Project.
2. Create a correctly ordered WBS and input this into the task pane within MS Project. To limit the time this will take, please copy and paste the list of tasks on page 2 of this document and insert them into MS Project.
3. Add accurate durations (in days) for each activity. Please just use your best estimate.
4. Link and indent activities based on their relationships to each other.
5. Add milestones for each phase of the project.
6. Create yourself as a resource and attach yourself to any work that you will do within the project.
7. Change the schedule if required so that you are not working weekends. By default MS Project does this automatically but you may be required to change this if you are using non-standard settings in your copy of MS Project.
8. Set as a baseline to schedule against.
Note: Refer to the WBS diagram supplied in page 3.
There are a variety of ways to perform these tasks in MS Project depending on user preference. Please use the walk through guide (MS Project Activity Companion found in Moodle), which will guide you step by step for how to complete this exercise. Please try using this before watching the solution video.
(Please copy and paste below from ‘1.1 Select Topic’ to ‘1.4.4.2 Analyse’ and insert into MS Project Task Pane)
1.1 Select Topic
1.1.1 Define Problem
1.1.2 Contextualise
1.1.3 Develop Aims
1.1.4 Agree with Supervisor
1.2 Plan Research
1.2.1 Plans
1.2.1.1 Schedule
1.2.1.2 Budget
1.2.1.3 Risks
1.2.1.4 Assumptions & Constraints
1.2.2 Aims
1.2.2.1 Objectives
1.2.2.2 Deliverables
1.2.3 Initial Literature Review
1.2.3.1 Propositions
1.2.4 Initial Methodology
1.2.4.1 Tools
1.2.4.2 Data Collection
1.2.4.3 Sample
1.3 Literatu.
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Project Templates
- 1. Project templates Copy & Paste
- 2. Every project workflow can be used as a template for new projects.
- 3. To duplicate a project just clone it. Click on the Project Settings icon and select Clone.
- 4. Cloned project will contain the same structure as the original project except deadlines, task assignments & project progress.
- 5. Alternatively, you can ‘Copy & Paste’ your workflows. Copied tasks or groups can be pasted into the same or any other project in your workspace.
- 6. Select tasks, right-click on any of selected tasks & select ‘Copy’ from the drop-down menu.
- 7. Right-click on any free space of the project canvas & select ‘Paste’ from the drop-down menu.
- 8. Copied tasks will appear inside the placing box. Adjust the position of tasks and click ‘Apply’ to confirm the paste.
- 9. Have a Question? Send us an email: founders@casual.pm
Editor's Notes
- PASTE
- Every project workflow can be used as a template for new projects.
- To reuse whole project just clone it. Click on the Project Settings icon and select Clone.
- Cloned project will contain the same structure as the original project except deadlines, task assignments & project progress.
- Copy & Paste feature is another way to reuse your workflows. Copy tasks or groups from another projects and past them into the same or other projects.
- Select tasks, right-click on any of selected tasks to call a context menu and choose Copy.
- Right-click on a free spot of project canvas to call a context menu and choose Paste.
- Copied tasks will appear inside the placing box. Adjust the position of tasks and click Apply to confirm the paste.