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Ms Project Basic Exercise

This document provides instructions for completing a basic exercise in Microsoft Project. It outlines 17 steps to set up a sample project plan including: 1) creating a new project, 2) modifying work hours, 3) adding tasks in a Gantt chart view, 4) linking tasks, 5) adding durations, resources, and costs, 6) setting a baseline, and 7) tracking task progress. The goal is to build out a project schedule with multiple phases, sequential and concurrent tasks, and resources to demonstrate core MS Project functions.

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Nguyễn Thái
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358 views

Ms Project Basic Exercise

This document provides instructions for completing a basic exercise in Microsoft Project. It outlines 17 steps to set up a sample project plan including: 1) creating a new project, 2) modifying work hours, 3) adding tasks in a Gantt chart view, 4) linking tasks, 5) adding durations, resources, and costs, 6) setting a baseline, and 7) tracking task progress. The goal is to build out a project schedule with multiple phases, sequential and concurrent tasks, and resources to demonstrate core MS Project functions.

Uploaded by

Nguyễn Thái
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MS Project Basic Exercise

1) Start a new project

2) Go into options to modify the days/hours worked – easier beforehand than


after you start

3) You’ll be in the Gantt View – left side will be your quick table and right side
will be your actual Gantt Chart

4) First column – Name your Project “My Project”

5) Then add all your tasks


a. Phase 1 – Initiation/Concept
i. Plan
ii. Project Proposal
iii. Project Approval
b. Phase 2 – Origination
i. Design
c. Phase 3 – Implementation/Execution
i. Development/Build
ii. Integration
iii. Validation Testing
d. Phase 4 – Deliver the Service/Project
e. Closing – Summary of your project

6) Highlight all areas below your project name


a. Indent Right (makes them subtasks)

7) Do this to all the other summary tasks


a. Phase 1, Phase 2, etc…
8) Add Time/Duration for each task – skip the summary tasks (or just make
them 0)

9) Organize the tasks – are they sequential? Concurrent


a. Use the link icon to link them together
b. You’ll have a “diamond” to indicate a milestone

10) You may have predecessors you need to handle (this before that and so
on…)
a. Use the task numbers and add them to the predecessor and it will
automatically calculate

11) Task Mode


a. Manual or Automatic (I would set to calculate automatically)
b. Notice the color changes in the Gantt Chart
c. Look at the completed project schedule (bottom right hand to zoom)

12) Change the start date


a. Project>Move Project – insert the new date
b. Notice how all moves

13) Now add people/resources


a. Go to Gantt Chart in upper left hand corner and change view
i. Resource Sheet
ii. Define People and other Resources
1. PM1
2. Tech1
3. ENG1
4. ENG2
5. TESTUSER1
iii. Add in hourly rates if tracking cost

14) Gantt View


a. Go to the column and view resources
b. See drop down menu – choose your resources
15) Add column next to resources for “Cost”

16) Reports>dashboards – Cost Overview and Work Overview

17) Take a Baseline/Reference


a. Project>Set Baseline
b. Show the 1st Baseline – gray bars reference for the project

18) Tracking the project as you work through it


a. Add amount complete (50%, etc)
i. Right click on task to add different dominations

19) Tracking Gantt – critical path is shown


a. May need to go in and change the duration and add comments to
your task if it is causing slippage

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