How to use Microsoft Pro Starting up a Project: Microsoft Project allows you to r control the flow and sequence o and group them into phases. In this exercise you will learn som open a new project template an Exercise 1: Create 3 tasks in the “Task Shee Type in > Plan as your phase task If you have used previous versio not yet appeared in the time grid must enter a duration for the tas Here is how your Gantt-Chart sh Now simply highlight P1,P2 and You should now notice that a Ph Now enter the duration of each P1 = 5 days P2 = 3 days P3 = 6 days You will now notice the Gantt ba oject 2010/Migrating to Microsoft Pro rapidly plan your Project, schedule, allocate reso of tasks and model your task to reflect their beha me of the fundamentals to help prepare you for y nd then follow the step by step instructions below et” next to your “Gantt Chart”. k and then type in P1, P2 and P3. on of Microsoft Project you will have noticed that d on your right? Well this is because in Microsoft sk entered, for the Gantt bar to appear. hould now look: P3 and then click on the Indent button in the too hase has been created and the Task Name Plan is task in your “Task Sheet”. Enter the following du ars have appeared for each task in the right pane oject 2010 ources, logically aviour (in real life) your course. First w: t the Gantt bars have t Project 2010 you olbar section . s in bold. urations: e of your window.
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How to use Microsoft Project 2010/Migrating to Microsoft Project 2010
Starting up a Project:
Microsoft Project allows you to rapidly plan your Projec
control the flow and sequence of tasks and model your task to reflect their behaviour (in rea
and group them into phases.
In this exercise you will learn some of the fundamentals to help prepare you for your course. First
open a new project template and then follow the
Exercise 1:
Create 3 tasks in the “Task Sheet”
Type in > Plan as your phase task and then type in
If you have used previous version of Microsoft Project
not yet appeared in the time grid on your right? Well this is because in Microsoft Project 2010 you
must enter a duration for the task entered,
Here is how your Gantt-Chart should now look:
Now simply highlight P1,P2 and
You should now notice that a Phase
Now enter the duration of each task in your
P1 = 5 days
P2 = 3 days
P3 = 6 days
You will now notice the Gantt bars have appeared for each task in the right pane of your window.
How to use Microsoft Project 2010/Migrating to Microsoft Project 2010
Microsoft Project allows you to rapidly plan your Project, schedule, allocate resources,
control the flow and sequence of tasks and model your task to reflect their behaviour (in rea
In this exercise you will learn some of the fundamentals to help prepare you for your course. First
open a new project template and then follow the step by step instructions below:
“Task Sheet” next to your “Gantt Chart”.
as your phase task and then type in P1, P2 and P3.
ous version of Microsoft Project you will have noticed that the Gantt bars have
not yet appeared in the time grid on your right? Well this is because in Microsoft Project 2010 you
duration for the task entered, for the Gantt bar to appear.
Chart should now look:
and P3 and then click on the Indent button in the toolbar section
Phase has been created and the Task Name Plan is in bold.
the duration of each task in your “Task Sheet”. Enter the following durations:
You will now notice the Gantt bars have appeared for each task in the right pane of your window.
How to use Microsoft Project 2010/Migrating to Microsoft Project 2010
t, schedule, allocate resources, logically
control the flow and sequence of tasks and model your task to reflect their behaviour (in real life)
In this exercise you will learn some of the fundamentals to help prepare you for your course. First
step by step instructions below:
noticed that the Gantt bars have
not yet appeared in the time grid on your right? Well this is because in Microsoft Project 2010 you
button in the toolbar section .
is in bold.
Enter the following durations:
You will now notice the Gantt bars have appeared for each task in the right pane of your window.
In the Task Mode column of your task entry sheet you will notice a question mark
task, the task mode has 2 options “
explained below (Note: Microsoft Project 2007
but only on Automatically Scheduled
The Task Mode field indicates whether a task is scheduled
type of task can be placed anywhere in the schedule without Project rescheduling it; it does not
move as related information about the task changes.)
task: This type of task is scheduled using Project's scheduling engine, taking into account task
constraints, dependencies, project calendars, and resource calendars.)
of deciding how much control you want
manually scheduled, with a start date, finish date, and duration that you define. Microsoft Project
will never change the dates of a manually scheduled task, but you might see warnings if the
potential problems with the entered values. You can change a task to be
which causes Project to schedule the task based on dependencies, constraints, calendars, and other
factors.
Also notice the current duration of the phas
Now we will link all the tasks with the default relationship which is called
highlight P1,P2 and P3 and then click on
You should now notice the change in your Gantt
with a Finish to Start relationship and also the
Scheduled.
Notice the phase : Plan has duration of
column of your task entry sheet you will notice a question mark
task, the task mode has 2 options “Manually Scheduled” or “Automatically Scheduled
rosoft Project 2007 and earlier versions: Constraint T
cheduled task mode):
field indicates whether a task is scheduled manually (manually scheduled task: This
type of task can be placed anywhere in the schedule without Project rescheduling it; it does not
move as related information about the task changes.) or automatically (automatically scheduled
task: This type of task is scheduled using Project's scheduling engine, taking into account task
constraints, dependencies, project calendars, and resource calendars.), which gives you the option
of deciding how much control you want over task scheduling in a project. By default, tasks are set as
scheduled, with a start date, finish date, and duration that you define. Microsoft Project
will never change the dates of a manually scheduled task, but you might see warnings if the
potential problems with the entered values. You can change a task to be automatically
which causes Project to schedule the task based on dependencies, constraints, calendars, and other
the current duration of the phase i.e. Plan which is now 6 days.
Now we will link all the tasks with the default relationship which is called Finish to Start
and then click on Link Tasks in the standard toolbar section
You should now notice the change in your Gantt-Chart showing tasks P1,P2 and P3
relationship and also the Task Mode has by default been changed to
has duration of 14 days now.
column of your task entry sheet you will notice a question mark next to each
cheduled” these are
Constraint Types do still exist
(manually scheduled task: This
type of task can be placed anywhere in the schedule without Project rescheduling it; it does not
utomatically scheduled
task: This type of task is scheduled using Project's scheduling engine, taking into account task
, which gives you the option
over task scheduling in a project. By default, tasks are set as
scheduled, with a start date, finish date, and duration that you define. Microsoft Project
will never change the dates of a manually scheduled task, but you might see warnings if there are
automatically scheduled,
which causes Project to schedule the task based on dependencies, constraints, calendars, and other
Finish to Start. Once again
the standard toolbar section .
P3 linked together
has by default been changed to Manually
This is the impact from creating the re
the predecessor finishes its task
duration of each task.
Here is how your Gantt-Chart should now look:
This is the impact from creating the relationship between the tasks. The tasks can only start
finishes its task. The total duration for the phase increases according to the
hould now look:
he tasks can only start, once
he total duration for the phase increases according to the
Creating and assigning resources to a task:
Now you will learn how to create
On the standard toolbar click on
Now in the Resource Name column type in
You can now type in the Std.Rate
now, so click >View >Gantt-Chart.
How to assign the resources:
Select task P1 and on the standard toolbar click
The Assign Resources dialogue box will now appear, now select
Exit the Assign Resources dialogue box and you will now see
That is the end of Exercise 1, you can now read the addit
then move on to Exercise 2 (Task types).
Creating and assigning resources to a task:
Now you will learn how to create Resources and then assign them to the tasks created.
On the standard toolbar click on >View >Resource Sheet
column type in R1 and R2, by default the resource Type
Std.Rate as £10.00 for each resource. We need to return to the Gantt
Chart.
and on the standard toolbar click >Resource and then the Assign Resources
dialogue box will now appear, now select R1 and click on the
dialogue box and you will now see R1 next to the Gantt Bar
, you can now read the additional notes below on task relationships and
then move on to Exercise 2 (Task types).
and then assign them to the tasks created.
Type will be Work.
. We need to return to the Gantt-Chart
Assign Resources icon:
and click on the Assign button.
Gantt Bar of task P1.
below on task relationships and
Additional detail on task relationships:
About linking tasks
When you link tasks in Project, the default
in every situation. Project provides the following additional types of task links so that you can model your project
realistically:
LINK
TYPE EXAMPLE
Finish-to-start (FS)
Start-to-start (SS)
Finish-to-finish (FF)
Start-to-finish (SF)
Additional detail on task relationships:
When you link tasks in Project, the default link type is finish-to-start. However, a finish-to-start link does not work
in every situation. Project provides the following additional types of task links so that you can model your project
DESCRIPTION
The dependent task (B) cannot begin until the task that it depends on (A) is complete.
For example, if you have two tasks, "Dig foundation" and "Pour
concrete," the "Pour concrete" task cannot begin until the "Dig
foundation" task is completed.
The dependent task (B) cannot begin until the task that it depends on (A) begins.
The dependent task can start at any time after the task that it depends
on begins. The SS link type does not require that both tasks begin at the
same time.
For example, if you have two tasks, "Pour concrete" and "Level
concrete," the "Level concrete" task cannot begin until the "Pour
concrete" task begins.
The dependent task (B) cannot be completed until the task that it depends on (A) is completed.
The dependent task can be completed at any time after the task that it
depends on is completed. The FF link type does not require that both
tasks be completed at the same time.
For example, if you have two tasks, "Add wiring" and "Inspect electrical,"
the "Inspect electrical" task cannot be completed until the "Add wiring"
task is completed.
The dependent task (B) cannot be completed until the task that it depends on (A) begins.
The dependent task can be completed at any time after the task that it
depends on begins. The SF link type does not require that the
dependent task be completed concurrent with the beginning of the task
on which it depends.
For example, the roof trusses for your construction project are built off
site. Two of the tasks in your project are "Truss delivery" and "Assemble
roof." The "Assemble roof" task cannot be complete
delivery" task begins.
start link does not work
in every situation. Project provides the following additional types of task links so that you can model your project
The dependent task (B) cannot begin until the task that it depends on
For example, if you have two tasks, "Dig foundation" and "Pour
concrete," the "Pour concrete" task cannot begin until the "Dig
The dependent task (B) cannot begin until the task that it depends on
The dependent task can start at any time after the task that it depends
on begins. The SS link type does not require that both tasks begin at the
For example, if you have two tasks, "Pour concrete" and "Level
concrete," the "Level concrete" task cannot begin until the "Pour
The dependent task (B) cannot be completed until the task that it
The dependent task can be completed at any time after the task that it
depends on is completed. The FF link type does not require that both
For example, if you have two tasks, "Add wiring" and "Inspect electrical,"
the "Inspect electrical" task cannot be completed until the "Add wiring"
The dependent task (B) cannot be completed until the task that it
The dependent task can be completed at any time after the task that it
depends on begins. The SF link type does not require that the
rrent with the beginning of the task
For example, the roof trusses for your construction project are built off-
site. Two of the tasks in your project are "Truss delivery" and "Assemble
roof." The "Assemble roof" task cannot be completed until the "Truss
Task types and effort driven scheduling
Exercise 2:
Now we will look at task types and analyse the affect of the task types with resources.
Double click on task P1 which opens the
tab.
As you can see the Constraint Type, Constraint Date and also the Task Type
unchangeable, this is because in Microsoft Project 2010 the task type by default is Fixed Units with
out effort driven checked.
So how do you change the task ty
There is one simple solution, going back to the Gantt chart in the task entry sheet (where the tasks
are listed), next to task P1 change the
Now Double click on task P1 and the
Advanced tab and you will see that the
fields are now changeable:
Leave the Task Type as Fixed Units and
Exit the Task Information dialogue box.
driven scheduling
Now we will look at task types and analyse the affect of the task types with resources.
which opens the Task Information dialogue box and then click the
Constraint Type, Constraint Date and also the Task Type are greyed out and
unchangeable, this is because in Microsoft Project 2010 the task type by default is Fixed Units with
So how do you change the task type and constraints?
There is one simple solution, going back to the Gantt chart in the task entry sheet (where the tasks
are listed), next to task P1 change the Task Mode to Auto Scheduled :
and the Task Information dialogue box will open, now click the
tab and you will see that the Constraint Type, Constraint Date and also the Task Type
as Fixed Units and Effort Driven Unchecked.
logue box.
Now we will look at task types and analyse the affect of the task types with resources.
dialogue box and then click the Advanced
are greyed out and
unchangeable, this is because in Microsoft Project 2010 the task type by default is Fixed Units with-
There is one simple solution, going back to the Gantt chart in the task entry sheet (where the tasks
dialogue box will open, now click the
Constraint Type, Constraint Date and also the Task Type
Select task P1 and then click the Resource tab on the standard toolbar and
Resources icon
Assign resource R2 and click Close.
Exit the Assign Resources dialogue box.
Now double click task P1 again and go back to the
click OK.
Now select task P1, click the resource tab on the standard toolbar
Resources icon
and then click the Resource tab on the standard toolbar and then click the
Close. Notice that the duration of task P1 remains the same at 5 days.
dialogue box.
again and go back to the Advanced tab and now check
click the resource tab on the standard toolbar and then click the
n click the Assign
remains the same at 5 days.
tab and now check Effort Driven and
click the Assign
Now highlight both resources R1
We will now re-allocate resources
Select resource R1 and click Assign
Now click close on the Assign Resources
View your Gantt-Chart, you will now notice the impact on task
scheduling.
The duration of task P1 has reduced to
purpose of the Effort Driven scheduling is to
will keep the Working hours of a task constant
That is the end of the exercises in Class 1
R1 and R2 in the Assign Resource dialogue box and click
resources R1 and R2 one by one on task P1.
Assign and then click resource R2, and click Assign.
Assign Resources dialogue box.
Chart, you will now notice the impact on task P1 with Fixed Units and
has reduced to 2.5 days which is half the original duration
scheduling is to assume that using 2 resources with 100% effort each
hours of a task constant.
s in Class 1.
and click on Remove.
Fixed Units and effort driven
which is half the original duration of 5 days. The
resources with 100% effort each,
What have we learned in exercise 1 & 2
• Creating Tasks
• Creating Phases
• Analysing Duration for tasks and phases
• Creating a Resource and allocating a standard hourly rate
• Assigning Resources
• Task Relationships
• Linking Tasks
• Working with Task Types and Effort D
• Gantt View, Resource Sheet View, Task Information Dialogue Box and Resource Assignment
Dialogue Box.
What have we learned in exercise 1 & 2 ?
Analysing Duration for tasks and phases
Creating a Resource and allocating a standard hourly rate
Task Types and Effort Driven scheduling
Sheet View, Task Information Dialogue Box and Resource Assignment
Sheet View, Task Information Dialogue Box and Resource Assignment