Module 1: Getting Started with Project 2007
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Module 1:Getting Started with
Project 2007
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Overview
Understandingthe Nature of
Projects
1
DiscoveringProject 2007
2
Module 1:
Getting Started with
Project 2007
UnderstandingProject 2007
File Types
3
ConfiguringOptions
6
Getting Help andGuidance
5
Navigating theProject 2007
Interface
4
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Lesson 1: Understanding the Nature of Projects
What Is Project Management?
Project Management Process Groups
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What Is Project Management?
Project Management: “The application of knowledge, skills, tools, and techniques toproject activities to meet project
requirements.”
Project: “A temporary endeavor undertaken to create a unique product,service, or result.”
Adapted from the Project Management Institute (PMI), A Guide to the Project
Management Body of Knowledge (PMBOK® Guide), Third Edition
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Project Management Process Groups
Monitoring & Controlling
ProcessesPlanning
Processes
ExecutingProcesses
Initiating
ProcessesClosing
Processes
Adapted from the Project Management Institute (PMI), A Guide to the Project
Management Body of Knowledge (PMBOK Guide), Third Edition
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Lesson 2: Discovering Project 2007
New and Enhanced Features in Project 2007
Differences Between the Professional and StandardEditions of Project 2007
Data Types Used by Project 2007
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New and Enhanced Features in Project 2007
New FeaturesCalendar exceptions andalternative work weeks
Change highlighting
Multiple level undoVisual reports for Excel
Visual reports for Visio
Report templatesDesktop OLAP cube
Background cell highlighting
Hijri calendar
Task Driver paneCost resources
Budget tracking
Enhanced FeaturesAdditional project templates
Calendar Wizard
Gantt Charts, calendars, and task sheets
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Differences Between the Professional and StandardEditions of Project 2007
Project 2007 Professional
Edition menu commands not
available in the Standard Edition
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Task data
Data Types Used by Project 2007
Task name
Duration
Start date
Finish date
Task type
Percent complete
Resource data
Resource name
Resource type
Resource group
Maximum units
Standard rate
Percent work complete
Assignment data Project data
Task and resource datamapped together
Used in the Project Server environment
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Lesson 3: Understanding Project 2007 File Types
Project 2007 File TypesThe Purpose and Use of the Global.mpt
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Project 2007 File Types
MPT (Microsoft Project Template)Used as a basis to create a project (MPP) file
Contains default and user specified options
MPP (Microsoft Project Plan)
Created from an MPT or another MPP file
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The Purpose and Use of the Global.mpt
Contains default settings and objectsSimilar to Normal.dot functionality of Office Word
4 N i i h Offi P j 200
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Lesson 4: Navigating the Office Project 2007Interface
Demonstration: How to Open an Existing Project
Demonstration: Navigating the Project 2007 Interface
What Are Views and Tables?
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Demonstration: How to Open an Existing Project
Your instructor will demonstrate how to:Choose which type of file to open
Locate the project file
Use the recently used file list
D t ti N i ti th Offi P j t 2007
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Demonstration: Navigating the Office Project 2007Interface
Menu Bar
View Bar
Table area Chart area
Toolbars
Project Guide
Vertical Split Bar
TimescaleTable Headings
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Views also contain:
What Are Views and Tables?
Views consist of a:
Table
Filter
Group
Formatting
Sorting
Page setupDrawing objects
Tables are a:
Collection of columns organized by subject area (cost or tracking)
P ti N i ti th Offi P j t 2007
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Practice: Navigating the Office Project 2007Interface
In this practice, you will:
Open an existing project
Move the vertical split
Hide, insert, and move columns
Split a view and remove the split
Activate and deactivate the View Bar
Change a view
Expand and collapse outline levels
Show a specific outline level
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Lesson 5: Getting Help and Guidance
Demonstration: Using Screen Tips, Tool Tips, and SmartTags
Demonstration: Activating and Using the Project Guide
Considerations for Using the Project Guide
Demonstration: Searching and Browsing Project Help
Demonstration: Activating and Responding to Advicefrom the Planning Wizard
D t ti U i S Ti T l Ti d
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Demonstration: Using Screen Tips, Tool Tips, andSmart Tags
Your instructor will demonstrate how to:Activate and use a screen tip
Activate a tool tip
Respond to and use a smart tag
D t ti A ti ti d U i th P j t
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Demonstration: Activating and Using the ProjectGuide
Your instructor will demonstrate how to:Activate and deactivate the Project Guide
Navigate through subject areas andwizards
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Considerations for Using the Project Guide
Corporate standards—Your organization’s specificprocesses and standards
Interface—Offers assistance you may or may not prefer to use
Other —Enhances or diminishes your productivity
Demonstration: Searching and Browsing Project
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Demonstration: Searching and Browsing ProjectHelp
Your instructor will demonstrate how to:Type a question for help
Browse Project Help
Demonstration: Activating and Responding to
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Demonstration: Activating and Responding toAdvice from the Planning Wizard
Your instructor will demonstrate how to:Activate the Planning Wizard
Generate a Planning Wizard shortcut
Generate to Planning Wizard warning
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Practice: Getting Help and Guidance
In this practice, you will:Activate and use a screen tip and atool tip
Respond to and use a smart tag
Activate and use the Project Guide
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Lesson 6: Configuring Options
Guidelines for Configuring OptionsDemonstration: Configuring Global and User Options
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Guidelines for Configuring Options
Global options: Apply to every project on your computer Project-specific options: Apply to each individualproject and vary from project to project
User options: Apply to the interface on an individual
computer
Demonstration: Configuring Global and User
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Demonstration: Configuring Global and User Options
Your instructor will demonstrate how to:Review and set global options
Review and set user options
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Practice: Configuring Global and User Options
In this practice, you will:Configure global options
Configure user options