Thats somewhat outside the scope of what I do. Project and Microsoft. But if you download a trial version, youre given the option of either 32 or If you download the bit version, try to install that and if it doesnt work, Im afraid youll have to download the bit. If you have a bought version and normally with bought versions they include both. The only real significant difference is in the performance. Professional running on Windows 8. So when you have acquired your copy of Project , you have installed it and preferably you have activated it as well, you will finish up able to start it from the start screen in Windows 8 or the start menu in Windows 7 and you will get to the point that we saw earlier on where you have the start screen.

And this is our starting point for using Microsoft Project But just before we open it up and start to use it, Id like to just spend a little bit of time talking whats new in Project , particularly for the benefit of those whove used Project before, and thats what were going to cover in the next section so please join me for that.

In this section, Im going to do a quick run through of whats new in Project Even if you havent used Project before, I think youre going to find this section useful because it will introduce you to some of the key points that well be covering in the course. The best source of information for whats new in Project from a fairly non-technical point of view is within the Office section on microsoft.

One of the sections on that page is headed Get Started Quickly and this really describes the main features of the start screen in Project , the screen we saw earlier.

And from this screen you get links not only to creating a new blank project but you can get links to Project templates that were going to look at later on and then various other links to facilities to import information from Microsoft Excel or from SharePoint.

Well be looking at the start screen in more detail later on. One of the main areas of extension and improvement in Project is in the range of reports that are available. There are some new and greatly improved graphical reports and there are also new types of reports such as burn down reports. You can also use Link or later to communicate with members of your team by instant message, video chat, email, or even a phone call. If you were dealing with a complex project and youre having trouble sorting out some issues with a specific task or around the area of a specific task, you can look at the task path for the selected task which shows all of the predecessor tasks and all of the successor tasks conveniently colored to help to identify them.

And then there are some other new or improved features here. The first of these, Take projects into the far future, means that we can now schedule projects with project dates up to the middle of the 22nd century which is probably far enough ahead for most of us. And then other new features include the sharing of meetings if you export your project reports, timelines, or other project data into other Office programs you can share those online on any supported device.

You can save and share project files in the Cloud as with the other components of Office Project if you use Project online, you have access to a full version of Project from almost anywhere and you can run it even on PCs that dont have Project installed. Well be looking at most of these new features during the course. But in the mean time, I suggest that you look at this page, Whats New in Project and maybe follow some of the links on that page to describe some of the features in more detail.

Thats it for this section. Ill see you in the next one. In this section, were going to look at Help. As with most major new software products nowadays, there is very limited help actually provided with Project and the bulk of the help is provided online. Therefore in order to take advantage of the full Help facilities of Project , you will need an internet connection.

I do have a live internet connection. And one of the great advantages of Project in terms of Help is that access to Help is provided in a very consistent way. Generally speaking, in the top right hand corner of any window, you will see a little question mark and if I hover over the question mark on the start screen window, here youll see that the word Help is shown. Thats called a screen tip. And then after Help in brackets it says F1 and that is the keyboard shortcut for Help.

Basically, there are the two standard ways of getting help in Project. Either click on this question mark or use the keyboard shortcut F1. If you click on the question mark or use the keyboard shortcut, you open browser based Help. Now unfortunately at the time of recording this course there was alignment problems with this Help Home page. It wont actually stop me covering the material on the page but it does look a little bit strange.

But I think when I explain it to you it wont really cause you a problem. The Help home page really contains four main sections. Up here you have a set of buttons which Ill talk about in a moment and then a search box that you can use to search the online Help for a particular feature. You then have three other sections. You have a Popular searches section which basically gives you the terms that are the most popular for people to search on in Help.

Ill come back to the Search and those popular searches a little bit later on. The third section is a Getting Started section and that gives links to three main getting started sections within the Project Help. Theres Whats new with Project Note that as I hover the mouse over that term, its underlined and becomes a live hyperlink.

Then it has Project keyboard shortcuts. Were going to be talking about the keyboard shortcuts a little bit. Project later on. And then it says, Make the switch to Project If I click on that one, Make the switch to Project , it gives access to a page within microsoft. So apart from giving a summary of the new features, it explains things like a tour of the Ribbon and where all your favorite buttons and menu items are in Project So if youre new to Project or youve used an older version and youd like a different view on the changes, there are some good videos here for you to download and take a look at.

And when youve finished looking at those, then you just close this browser and youll be back to the Project Help home page again. Now the fourth section on the Project Help home page is also a set of links, Basic tasks in Project, Change working days for the Project calendar, and so on.

If I followed one of those, say Set a baseline, that takes you through to the relevant page within the Help system. If you find that the text is a little bit too small to read, then one of the buttons in the group up here to the left of the Search box, that one, says Use large text.

If you click on that button, it increases the size of the text and makes it much easier to read. You can then decrease it again by clicking on the button and its back to its standard size. While were looking at these buttons, another point to make here is that to the left of that button there is a Print button which will enable you to print a particular page or a section of some pages on Help.

Now sometimes when youre looking at some help, there will be a further link within the help such as this one here.

As I hover over it, youll see that it becomes highlighted, usually with an underline. Click on that and that will take me through to another page and from there, there may be further links. This is browser based so at any stage if I want to go back to the previous page, I use the Back button amongst the group of buttons in the top left there.

And if I want to go forward again to a page Ive just left, I can use the Forward button. And then the middle button in that group at any time if I want to go home back to Help Home, I just click on the picture of the home there and that takes me back to the Help home page. Project And then just one other thing on this page and thats the Search box itself. I mentioned the popular searches before but in fact you can search on pretty much any term that you might have a question or an issue about in relation to Project Click in the Search box and type in a term.

So for instance, if I wanted to find out about leveling type it in and then the magnifying glass on the right is the button, the command button that says Search online Help, click on that. Now the links that I can see here are a bit of a mix really. Some of them just help me to find things say on the Ribbon, but others actually link through to articles. The very first link there is to an article, Level resource assignment. So if I click on that itll take me through to an article that tells me quite a lot about how to level the resources on a project.

If youve got no idea what leveling is, you will find out what it is a little bit later on in the course. And again, I can follow through links and at any time I can jump back to the home page and get some more help. When youve finished using Help, you can either minimize it down on to your task bar if you anticipate using it again or if you look at the top right hand corner of the window there, there is an X for the Close button. I mentioned before that if you dont have a live internet connection, then you wont be able to get online help.

If you dont have an internet connection and you click on Help, you get the offline help. Let me just show you what you get with offline help. Ill click on the question mark there again. I get a cant connect message here. Were having trouble connecting to office. You may or may not get that message. You may or may not be asked to try again. Im not going to try again because I want to show you what happens with offline help.

And basically with offline help, all you get is help about where things are on the Ribbon. So if I type in here Leveling and then ask for help on leveling, what I get is information about leveling commands and where they appear on the Ribbon, and thats just about the extent of offline help.

So its not really going to be able to help you very much. But in summary if you need the full help that comes with Project , youre going to need a live internet connection.

The last thing Id like to talk to you about in relation to Help now is whats called contextual help. Ive actually leapt into Project here just for a moment and Ive opened one of the dialogs. It doesnt really matter what this dialog is about, what it does. Youll find out about it later on. But youll quite often see in some of the dialogs that we come across a Help button and in theory what happens if its got a Help button like this in a dialog is it will take you into the Copyright Simon Sez IT, LLC.

Project same Help system that weve just seen but it will take you to a particular topic related to this dialog. So if we were formatting bar styles for a Gantt Chart in Project and clicked on Help, we would normally expect to get into the Help system with some help about bar styles. Now in my experience of Project so far, a lot of the time when you click these Help buttons all it does is take you to the Help home page. So if I click Help here, it actually just takes me to the regular home page and of course I can then do a search.

I could search in there for bar styles and get some help. So in theory, there is what we call contextual help, which is help that directly relates to the context in which we asked for the help.

In practice, Im not sure at this stage with Project that much of the contextual help is actually very contextual. But having said that, if you get into the Help system, you can search for the particular topic you want help for and if there is help on it, you will be able to find it.

So thats almost it on Help. Let me just close this down again. For the benefit of those of you who are using touch, of course wherever Ive clicked for these things, you tap. So if I tap on that Help button in that dialog, it does exactly the same thing.

Thats it on Help in Project Ill see you in the next section. In this section, were going to take a quick tour of the Project Workspace. Now many of the aspects of this will be covered in a lot of detail as we go through the course but I just want to familiarize you with some of the terminology and some of the parts of the screen that are going to be very important in the early stages of the course. Now the first thing to say is that Ive already mentioned this start screen and there is an option as well see a little bit later on to suppress the showing of this start screen and for example to go straight into the last project that you were working on.

Now I normally have the start screen enabled. Its a pretty useful way of starting up Project in my opinion. But that may not suit you and as well see later when we look at Project Options, theres a lot of customization thats possible with the Project workspace.

When youve been using Project for a little while, then its worth taking a little bit of time just to make sure that youve got it customized to your particular preferences and requirements. Now on this start screen, weve got an area on the left that lists the recent projects that weve worked on. We havent worked on any projects yet so that area is empty. Theres an area below that that says Open other projects which gives us access to a pretty standard Windows browser to open other projects either on this device or available from this device.

You may for example open a project on a network or on an attached device, maybe a memory stick or a DVD or something like that. Now in the top right hand corner of the start screen, you have a pretty standard set of buttons.

Theres the Help button that weve already talked about and then the normal Windows buttons. So theres a minimize there. And because Im in normal view, theres a maximize button and, of course, a close button. And with each of these theres an available screen tip just to remind me what each of the buttons does. Now bear in mind that different people will have acquired their copy of Project in different ways, maybe registered for a trial version, purchased a version.

There will be a Microsoft. Project account that you are currently running Project under, and the account that Im currently running it under is shown there. You can switch account. You can run your copy of Project under different accounts and one of the reasons for doing that would be that you may run it under a different account that gives you access to additional or different services from Microsoft.

Now looking at the possibilities here is outside the scope of this course. So for the purposes of this course, Ill assume that you have a Microsoft account that you are running this under and that its shown there and you can see mine in the top right hand corner of the start screen. Now lets look at these big buttons on the start screen. The one thats highlighted at the moment is blank project and youll use that a lot when you start a new project from scratch.

So youre really just going to start typing the details of a project into Project from a blank starting point; a bit like starting a new document in Word.

To the right of that, the next option there is New from existing project. Now if the sort of projects that you manage tend to be a little bit repetitive, you may find that theres a pattern in your projects and you like to take say the last job that you did, the last project you managed and use that as a starting point for the next one.

Well, thats where this particular option comes in handy because if you click that, you can choose an existing project and use that as your starting point for another one. Now thats the basic idea behind templates that Im going to talk about in a moment as well. Below that is another option, New from Excel workbook, and this enables you to import task type information for example that you have in an Excel workbook and use that as the basis for a Microsoft Project project.

Now thats somewhat outside the scope of this course but Im going to give you a straightforward example of that later on. To the right of that is a quite similar option but this relates to SharePoint task lists.

Now if youve used Microsoft SharePoint, youll be familiar with the concept of a SharePoint task list. And like an Excel workbook, you can use a SharePoint task list as a starting point for a Microsoft Project.

Now that is definitely outside the scope of this course. The next option just says Welcome to Project and this is a little sort of Wizard demonstration of creating a very basic project and just a description of the main steps in creating a project.

Im not going to go through that now. Its a good one for you to try, particularly if youve never used Project before. But it is very basic and everything thats in it were going to be covering during. Project the course anyway. So if you are an absolute beginner, give that a little run through and it might give you a nice introduction to some of the basic concepts of using Project.

Beyond that what we have is a list of templates and templates are basically what in older terminology would be called boiler plates. Theyre sort of model projects. They dont have any specifics in them. They dont have specific dates and times, specific costs, or anything like that, but they give you a model that you can work from. Now the ones that are shown on the start screen, the first one there is a software development plan. Then theres a new product launch. Thats a bit more of a sort of marketing related project.

Now there are quite a few of those there. But in addition, if you look at the top of the start screen, there is a box here where you can search for an online template. So if you have a particular topic in mind, a particular need for a Project template, you can type a certain term in here and then click on the Search button and Project will search microsoft. Now theres some suggested searches here, business, construction, marketing products, but youre certainly not restricted to those.

The main example were going to use on this course is a construction project so Im going to type in here Construction. I could in fact just click on that link if I wanted to but Im going to type in here Construction, and then click on the Search button and see what it comes up with. And what it comes up with is a list of, well, there are two templates; the ones that we saw on the start screen. One for a residential construction and one for a commercial construction, and I could use either of those as the starting point for my project.

But it also gives me links through to documents related to other Office applications. Lets just click on the Excel ones. Notice we get a list of six Excel workbooks and any of these may help as well. These are not Microsoft Project projects. These are Excel workbooks. So for instance, theres a construction proposal. There is a home construction budget. Thatll be useful to see the sort of costs associated with home construction.

And there are various other things, construction bid form, inventory list, etc. So thats a pretty useful facility whereby you can search microsoft. Now youve finished looking at these you use the Back button, the top left there.

This is a browser based system as well. Click on Back and that takes us back to the start screen again. Project Now I should just point out to those of you who are using touch that we havent done anything unusual here. Im going to come to touch in more detail in a couple of sections time. But all were doing so far is tapping on controls such as this Search button and then typing into boxes so exactly the same there with touch. You would just type in the term that you wanted to search for and then tap on the Search button.

So to complete our look at the Project workspace, lets create a blank project. Either click on Blank project or tap if youre using touch, and look at the bottom left hand corner of the screen just after we do this. A message appears there, New tasks are created in manually scheduled mode. Youre going to see that quite a bit and well come back to that in a lot of detail later on.

But for now I want you to just ignore that message each time it appears. And what we have now is the Project workspace in front of us.

Now the one that you see may have differences to mine for all sorts of reasons. So Im not going to be very specific at this stage about exactly what you can see but I will point out the main areas and then well look at the details as we go through the course.

So lets start right at the top of the workspace here and in the top left we have something called the Quick Access Toolbar and Im going to look at that in detail a little bit later on, but basically its a customizable set of buttons that give you one click access to specific functions such as saving the current project.

At the top on the right, you have the buttons weve talked about already, Help, Minimize, Maximize, Close, and then you also have a set of buttons immediately below that are related to the current project. You can have more than one project open at a time in Microsoft Project.

And also identification for the current account, thats me Toby Arnott there. Now this whole area excluding the button with File written on it, the green one, is basically the Ribbon.

Basically the Ribbon contains the commands that you execute to do particular things like delete a task or remake your schedule or update the status of a task in your project. Below the Ribbon, we have the timeline. Now the timeline can be switched on and off and this is one of the areas where what you see may be different from what I see.

Currently, the timeline is switched on but this is a completely empty project. There are no tasks in it so theres nothing shown in the timeline.

There is a start date which is today. Im doing this on Monday, March. Project the 18th and theres a finish date which is the same day because, again, I havent put any tasks in so I have a project with no duration at the moment.

Below that is the main window area where most of the project information is shown. And on the left on its side you can see it says Gantt Chart. Youll probably use Gantt Charts quite a bit with Microsoft Project. And as youll see in a short while what the Gantt Chart normally consists of is two parts. On the left you have whats called a table and this is the list of information about the tasks in your project.

And on the right, you have the Gantt Chart itself which will basically be a pictorial representation of your project.

Now were going to look at a sample project shortly and then when we do Ill explain in more detail about the table and about the chart itself. Right at the bottom of the window, there you can see the status bar and the status bar contains on the left assorted information about the current project.

Now the current project is empty so there isnt an awful lot of interesting information to show so theres not a lot shown there. But well look at the status bar in quite a bit of detail a bit later on.

And then on the right hand end, there are various buttons and a slider to control what you actually see in that main window. Again, well be coming back to that a little bit later on as well.

So weve got the Ribbon, weve got the timeline, weve got the main window which will often show the Gantt Chart but it can often show other things as well, and then at the bottom the status bar. Now theres one other very important aspect of the Project workspace to mention here and that is Backstage View. If you click on that green button towards the top left hand corner of the window that says File, click on that, it takes you into Backstage View. Now from Backstage View, you basically do the management, the administration of Project.

Loosely speaking, this is where you do the things related to projects that arent actually in the individual projects themselves. So its the sort of things you do here are open a project, one you worked on earlier on or save a project or print some of the details of a project or share a project with somebody else. You also very importantly, as well see in a couple of sections time, can set your Project Options which basically enables you to customize Project.

And you also have an Account button here where you can change the account that youre running Project under. I mentioned that earlier on in the course. Now Backstage View were going to look at piece by piece as we go. Project through the course, but getting access to Backstage View is via that File button, the green button with the word File on it. And to get back from Backstage View into the project were working on, we click this Back button up here, the one with the left arrow on it.

It takes us back into an individual project. So thats it on the Project workspace for now. There are quite a few more things but well cover those as we go through the course. Thats the end of this section.

Im going to look at touch in this short section. If youre not intending to use touch and maybe not even interested in using touch or how people use it, then you can pretty much skip this section. If you are going to use touch or if youre considering using touch, then its quite a short section and I think its very useful to go through it with me. The first thing Id like to point out to you is this blog post on office. You can find that by Googling it or by going to microsoft. But it is an extremely good post which basically gives the background to how Microsoft went about addressing touch in Office in general.

From the point of view of touch, Project is part of Office So virtually everything that you see in this blog post is relevant to Project. Now Im not going to go through all the detail here. Its a really interesting document to read. It not only gives the background as to why they did things the way that they did but it also goes into some detail of the particular requirements of different aspects of using a fairly advanced piece of software with a touch device.

They recognized in particular that one of the key issues with using a touch device, as well see during this course, is the accuracy of touching part of the screen. Particularly, if youve got fairly fat fingers like mine in comparison with accessing maybe just a single point on a screen using a mouse. Now if you go through this article, it gives background to the vision for touch by Microsoft, the sort of guidelines they followed and then some particular issues like targeting which is really the targeting a specific point on the screen.

And then things like the changes they made to the Ribbon. Now were going to look at the use of the Ribbon with touch in the next section so I wont go into that here. And then further down they talk about other user interface elements. A good example is the color picker. Thats not particularly relevant to Project, although you do use it in a couple of situations in Project.

But again the general principle is to take the conventional color picker and just make everything bigger to be easier to operate with your fingers. Anyway its an extremely interesting and informative article and I do recommend that you go through, take the time to just read through it. I will be referring to it from time to time and many of the. Project points that it makes later on in the course and in many ways it forms the background to many aspects of touch in Project And the other important article which is also on microsoft.

Now you may have seen this in an earlier version where it was basically a text document. The version thats available as Im recording this course has got some little video demonstrations of some aspects of using touch. Now again, Im not going to go through all of these now because the ones that are particularly relevant Im going to go through at the various points in the course. But lets just take the first example, Zoom in and out. If I click on zoom in and out, you get a little demonstration of using stretch and pinch.

Watch again. The idea is if you want to zoom into something, you stretch. If you want to zoom out you pinch. So zooming in by stretching your fingers apart gets you closer to the subject, and then zooming out by pinching gets you farther away. Now for each of the different kind of gesture with touch, theres a little video demonstration in this article, Office Touch Guide.

So scroll. So, theres a demonstration there of how to scroll through a document on screen. Ill just play that again. Notice how the user is basically touching the screen, you see a little sort of flash as they touch the screen, and then they hold it as they scroll through the document. Now if you are intending to use touch I suggest you locate this document and work through all of the different gestures; basic gestures, gestures with shapes and objects.

Again, not particularly relevant to Project many of these, but some of them are. And then there are some specifics related to Excel and PowerPoint. There are none specifically in relation to Project but many of the earlier ones are relevant. Now I am going to be demonstrating touch at various points on the course and as I introduce each new gesture, Ill go through an example.

Unfortunately, its not practical on a course like this to do everything using both touch and the mouse and keyboard. It would mean doing everything twice which would get a little bit tedious for everybody, including me.

So Im primarily going to use mouse and keyboard on the course, and Ill introduce touch as various points. Ill use examples with touch, but primarily itll be mouse and keyboard. And if you are using a touch device, I suggest that you practice using that right from the outset and you will find that virtually everything in Project is perfectly possible using touch.

Project far, if youre using touch with Project , really the only area where I still have a little bit of difficulty is when I need to target something very precisely. In some situations, that is still quite difficult but maybe with a bit more practice Ill get over that as well.

In this section, were going to look at the Ribbon. So were going to start with Blank Project and the Ribbon is this rectangular area that you can see towards the top of the window. The Ribbon replaces the old menu system and in most of the components of Office. The replacement started in Office and although theyve progressed at different paces within the different components in Office , the Ribbon is pretty much universally now at the same stage of development.

So if youve used the Ribbon in something like Word or Excel, then in Project there wont be any great surprises. The Ribbon actually is a rectangle with a number of symbols on it and the symbols represent different kinds of commands, options, buttons, settings, and so on.

And in the case of Project, were going to be looking at an awful lot of those during this course. Now you can see one set of these buttons here and the buttons on the Ribbon are divided into groups, and in turn each of the sets of groups occupy one tab. Now the tabs are along the top here. Theres a Task tab, a Resource tab, a Report tab, Project tab and View tab, and they are pretty much always there when youre using Project Currently, I have the Task tab selected. You can see that sort of rectangle around it that tells me its selected.

And on the Task tab, you have groups. And each group has a number of buttons, a number of commands in it. The View Group here has just one thats called Gantt Chart. The Clipboard has four; the Font has about seven or eight. Now depending on the resolution of your screen, you may see more or less commands in these groups.

You may indeed see more or less groups because what Project does is to fit as much in as it can and it will vary to some extent depending on the size of your screen, the resolution, etc. So thats the Task tab. Lets look at the Resource tab. Click on Resource. Report tab, Project tab, View tab, well be looking at all of these during the course. Project Now in addition, at the moment there is another tab, a Format tab.

And you notice its got this sort of light lilac-y colored background, Gantt Chart Tools. Some of the tabs on the Ribbon only appear in certain circumstances and theyre called contextual tabs. Now at the moment, were looking at a Gantt Chart. Now its actually not much of a Gantt Chart because it hasnt got anything in it at the moment, but you can tell its supposed to be a Gantt Chart because it says Gantt Chart down at the side here. And when were showing a Gantt Chart, we will get the Gantt Chart Tools Format tab which again has got a different set of commands on it arranged into groups.

Now let me just go back to the Task tab at the moment. On the left here where it says View and it says Gantt Chart, let me just click on there and Im going to choose a different view. Im going to choose a view called Network Diagram. Now what happens with the network diagram selected is that I get a different view. The view wont tell me much at the moment because as I say Ive got no tasks.

But with the network diagram, I get Network Diagram Tools Format tab that has a different set of groups and commands on it. So we have these contextual tabs and which contextual tabs you can see at any time depend on what youre actually looking at, and to some extent on what youre doing at the time.

Now the contextual tabs well look at as we go through the course and as I introduce different views, different types of objects and so on, I will introduce many of these contextual tabs. Now were back at the Task tab here and the next thing I want to point out to you is that depending on what youre looking at and what youre doing, some of the commands on the Ribbon may be enabled and some may not. So if you look at the Task tab at the moment, you notice there that weve got a row of buttons there with percentages written on them that are actually enabled.

If you clicked on those, they would do something. The button right on the left, this one that says Gantt Chart, the one we used just now to switch to a different view, Network Diagram View and back here to Gantt Chart View, thats enabled. We can use that. But the Paste button is not enabled. Its grayed out. You can click on it, it wont do anything. At any one time, you would expect that some buttons are enabled and some are disabled, and as is the convention in a Windows interface commands that are disabled are grayed out.

So be aware of the fact that the buttons that are not grayed out you can use at any time and the ones that are grayed out you cant. Project Now if youre using touch, then you would switch between these tabs by tapping on the names of the tabs: Task, Resource, Report, Project, etc. And then to execute a command, you tap on the command, maybe choose from options if there are options, but theres a very important aspect of using touch with a Ribbon and its universal across the components of Office and that is that there are two modes of operation.

There is mouse mode which is what Im using at the moment and there is touch mode which I want to show you next. Now to switch into touch mode for those of you who are using touch, youre going to use this little button here. The screen tip that pops up, Touch, stroke, Mouse Mode. You can see it there. That is the tip that tells you this button which is actually on the Quick Access Toolbar is the one you use to switch between the two modes.

Now if you click or tap on the little arrow there to the right of the pointing finger, you get a choice: mouse, which is the current selection, or touch. Im going to tap on touch and I am now in touch mode. Now the important thing to note here is that you have the same tabs and basically the same groups, although depending on the tab, the situation and the screen resolution, etc. I pointed out to you just now that little sequence of buttons with percentages marked on them.

They would be incredibly difficult to use with your fingers as they were just now, all sort of scrunched up tightly next to each other. If you look at that same row of buttons here, you can see that in touch mode theyre spaced out widely enough that you can use them with the tips of your fingers.

So if youre working in touch mode, you can switch to touch mode and if you want to, you can just stay there. Im going to switch back to mouse mode now. Im actually going to switch back using my finger tips. But Im going to switch back to mouse mode and from now on, Im going to use mouse mode in this section. But be aware of that setting for touch. So tap on that button again, tap on mouse, and Im back into mouse mode again.

One of the problems with using the Ribbon is that it does use up rather a lot of space on the screen and sometimes when youre dealing with a large complex project, you may say I wish the Ribbon was a bit smaller or I could just get it out of the way to give myself a bit more space to. Project work with. Well, there is a way of doing that. You may not want to use this approach early on in your use of Project but when youve been using it for a while, this will very probably be something that you like to do.

If you look towards the right hand end of the Ribbon, theres a little up pointing arrow there and the screen tip that comes up is Collapse the Ribbon. And if you want to collapse the Ribbon, basically you click that and the Ribbon is now out of your way and youve got a lot more space to work in. Now you may see that the most obvious disadvantage of doing that is you no longer have access to the commands that you need to execute in order to work on your project.

But the assumption here is that you know pretty much where all the commands are at this point and all you really need to be able to see are the tabs. All you then have to do is to click on Task, go to that command as we did just now, click there, change to Network Diagram View, select Network Diagram, Project switches into Network Diagram View and minimizes the Ribbon again.

So not only does it execute the command, but it also puts the Ribbon out of the way again as well. Now when youre confident enough in your use of Project , you may want to choose that approach to give yourself some more space to work in. Now if you take that approach to collapsing the Ribbon, there may, of course, come a point in time where you decide maybe youre doing something different you havent done before and you need to be able to see the Ribbon all of the time so that you can find the right commands or indeed youre using one of the contextual tabs that youre maybe not so familiar with, then if you right click, say, on one of the tabs so youre sure that youre using the Ribbon.

One of the options there Collapse the Ribbon, the bottom one, just uncheck that and the Ribbon is expanded and you can see it all of the time again. Now theres just one other thing Id like to look at in relation to the Ribbon here.

If you right click somewhere on the Ribbon, you see a number of options here and one of them, Customize the Ribbon, second from the bottom.

Click on Customize the Ribbon. That actually takes you into the Project Options that were going to look at later on in the course in detail. But one of the pages on the Project Options is Customize Ribbon. Now this is outside the scope of this course. Im not going to go into this at all in detail now but it may be something you want to find out for later on and that is that you can customize the Ribbon.

You can add your own tab. You can. Project create a Ribbon tab of your own. You can create your own groups to put on it and you can choose from the available commands in Project to make up that group or those groups on your own tab. There is a limit to what you can do to rearrange the standard tabs and groups but you can certainly create your own. There are some other standard tabs: Add-ins, Developer, Compare Projects.

And apart from the main tabs there are tool tabs, a couple of which weve already seen, but actually theyre quite a lot of tool tabs in Project and well see a few of those as we go as well. So as I say this is outside the scope of this course but if you find you are doing a job where it would be really helpful to, say, have a particular set of commands all in one place to save switching around on the Ribbon all the time, then I suggest you look into customizing the Ribbon.

So thats it for the Ribbon. In the next section, were going to look at the Quick Access Toolbar. Ill see you then. In this section, were going to take a look at the Quick Access Toolbar which sits in the top left hand corner of the window.

The purpose of the Quick Access Toolbar, as its name implies, is to give us quick access to a selected small number of commands that we use frequently and really want at our fingertips so that we can execute them quickly and easily whenever we need them.

Now at any one time on the Quick Access Toolbar, youll be able to see a selection of commands. On mine at the moment, there are actually four shown.

There is Save, there is Undo and there is Redo and there is the command that we used, the button that we used to switch between touch and mouse mode. Now noticeably, the Redo command is currently grayed out. The reason its grayed out is because redo means redo something Ive just undone. Ive not undone anything so theres nothing to redo so that commands grayed out.

But in general terms, if I click on the drop down to the right hand end here, the one that has the screen tip of Customize Quick Access Toolbar, Ill see that there are about a dozen commands that I can show and I show or hide them just by checking them. Now its not a good idea to have loads and loads of these commands spreading across the top of the window because youre going to clash into other things, but if you choose the ones that you think are most useful to you to have always on hand, thats the process of customizing the Quick Access Toolbar.

Now in addition to switching commands on and off, you can actually customize it in a more extensive way and you can add commands to the Quick Access Toolbar. So lets take a look at how to do that. So to customize the Quick Access Toolbar, click on the drop down there and then one of the commands down at the bottom says More Commands, click on that, and that takes us into another page of the Project Options, the page thats called Quick Access Toolbar.

Now on that page there is a list initially of the popular commands within Project There may be about 50 of those commands. But if I use the drop down at the top here, youll see that if I looked at All Commands, so select that instead, you will see that in Project overall there are literally hundreds of commands and I could add any of those to the Quick Access Toolbar.

Project going to add some sort of vaguely esoteric command. Lets go back to the popular ones. Lets choose say the Copy command. So its as easy as that to customize whats shown. What sometimes happens if youre doing a particular job in Project is that you find you have something repetitive to do.

I mentioned earlier on that you might create your own tab and your own group and put your own commands in it. Well, another good option is being able to add one or two commands to the Quick Access Toolbar while youre doing perhaps a particular job and then you can remove them again. To remove a command from the Quick Access Toolbar, click on the drop down again, go into More Commands again, choose the one you want to remove, in this case Copy.

So I select Copy on the right, and then the other button in the middle is Remove. Now theres one other thing you can do with the Quick Access Toolbar and that is if youre doing a repetitive, perhaps complicated or perhaps even slightly boring job, then you can actually show the Quick Access Toolbar below the Ribbon. Click on the drop down again, choose the very bottom command, Show below the Ribbon, it appears down there. The reason sometimes that people like that is that when youre working within the main area, say youre working on a Gantt Chart here, you dont have to stretch across the Ribbon to find the command that you want, possibly hit something on the Ribbon on the way.

Youve got the Quick Access Toolbar right next to the area youre working in. So Im going to show this back above the Ribbon and thats really it on the Quick Access Toolbar, pretty straightforward.

In the next section, were going to look at mini toolbars. So please join me for that. In this section, were going to look at mini toolbars. These can be used both in mouse mode and in touch mode, and they give us a very quick way of accessing important commands. Now in order to demonstrate mini toolbars, what Ive done here is to just type some text into the table part of a Gantt Chart. This is a new project and Ive just put in a task name of Task 1.

Now how and why I did that isnt really important. All I want you to see is that weve now got an entry in the task name. If I now right click with the mouse in that particular cell in the table, what I see is a little menu flying out and above that menu there is a little toolbar and thats what we refer to as the Mini Toolbar.

Now what you actually see in that mini toolbar depends on the circumstances, depends on what youre looking at, what youre doing, and so on. But normally what it will contain is the commands that youre most likely to need depending on what youre doing at that exact point in time. Now in this case, Ive typed in the name of a task. Ive just called it Task 1.

And amongst the things that you can see on the mini toolbar is a command to let me change the font. The font there at the moment is Calibri. If I wanted to change it to a different font, theres a drop down there that I could use to change the font. So let me just use the mini toolbar to change the font.

So I could go say from Calibri to Broadway, and then theres a command to change the font size. And then other commands including commands to do things like make the text bold, italic, to color it, or using this little drop down here with the bar on it to indicate how complete that particular task is.

So theres quite a range of things that I can do using that mini toolbar. Now having made that change to the font, let me just point out one of the commands on the Quick Access Toolbar that we looked at earlier on.

So click back up there, undo, and Im back to the original font again. Now lets try the equivalent using touch. And obviously when youre using an Office program like Project, youre going to do an awful lot of clicking, so a lot of tapping. You also tend to use right click quite a bit and right click is how we brought up the mini toolbar and that little menu just now.

Pretty much the same with touch except that with touch the equivalent is tap and hold. Project So what Im going to do is tap and hold on Task 1 and that will bring up the touch version of the Mini Toolbar. So tap and hold. Notice how the cursor shape changes to a square, release it, and up comes the mini toolbar for touch.

Now the mini toolbars tend to be about the same. They tend to have a lot of commands in common but there are usually some differences between the ones you get with mouse and the ones you get with touch.

You can see there that the core of the toolbars are the same but also with this touch one, youve got these Paste, Cut, and Copy commands on it as well. And there will usually be some differences and thats a fairly typical type of difference. Now while were looking at that mini toolbar and note how much bigger it is than the other one, the usual reason so that you can operate it with your fingers. But at the right hand end, theres a drop down and thats what were going to talk about in the next section.

If you click on the drop down, that gives you access to the equivalent right click menu. So thats it. Thats how you access the mini toolbars. Many people prefer using those to using the Ribbon a lot and particularly if you collapse the Ribbon, you may find the mini toolbar mean that you rarely need to go near the Ribbon, but that will depend on what you do and your own preference in terms of operating Project Okay, in the next section were going to have a very quick look at those right click menus.

What we call those are contextual menus. In this short section, Id just like to look at the contextual menus that you can see in Project Im going to demonstrate this with a couple of examples using the mouse and then one using touch. As we saw in the previous section, depending on what youre doing, you will be able to see a little sort of fly out menu if you right click.

If I right click within a cell in the table here for the Gantt Chart in this project, the menu that flies out has cut cell, copy cell, scroll to task, insert task, delete task, a whole range of commands that are relevant to what Im looking at, the view Im in, and what I can possibly do at that point in time.

Notice that many of the commands are grayed out so I cant actually use those at the moment. And also notice with some of them, for instance this one, Assign resources dot, dot, dot.

That indicates to me that if I click that, there will be more for me to do. In this case and in fact in many cases, that means if I click that option Ill get a dialog box to work with where Ill need to make some selections, maybe take some further actions. Because of you, the Beaver family is strong. These tutorials were developed and funded by the College of Business at Oregon State University for use in our project management courses.

They may not be used without permission by other colleges, universities, organizations, institutions or individuals. Please contact Dr. Pauline Schilpzand Pauline. What you see when you open MS Project How to create a WBS. Manual Scheduling vs Auto Scheduling. How to Enter Estimated Duration. How to enter predecessor information to create a project schedule. How to change a timescale. Formatting a Gantt chart. Network Sensitivity. The difference between free slack and total slack.

How to introduce lags into a schedule. How to display the schedule as a network. How to Create a Resource Pool. How to Assign Resources to Specific Tasks. How to Designate a Start Date for a Project. How to Insert Milestones into Your Schedule. How to Save a Plan as a Baseline.

How to Insert a Status Date. How to Record Actual Progress on a Project. Skip to main content. College of Business. News Events Give Start Now. Search Field. College of Business » Undergraduate Programs » Management. Start Your Journey Hone your skills and emerge developed into hard-working leaders, ready to take on any challenge.

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Tutorial 1. Tutorial 2. Tutorial 3. How to code a WBS. Tutorial 4. Tutorial 5. Tutorial 6. Tutorial 7. Tutorial 8. Tutorial 9. Tutorial 10a. Tutorial 10b. Tutorial Tutorial 22a. Tutorial 22b. Tutorial 22c. How to Access Total Cost Information.

(PDF) Ms project tutorial | Quynh Dinh – replace.me

 
Hovering over it will make the note appear. The Ribbon replaces the old menu system and in most of the components of Office. Unfortunately, its not practical on a course like this to do everything using both touch and the mouse and keyboard. How the project is tracked and monitored? One of them is the hardware requirements. If you point at a command you will see a description in a tooltip.

MS Project – Tutorialspoint PDF documents

It provides the flexibility to help pcf your project, provides assistance in every phase of the project, calculates schedules and other project information. It helps to build the project plan and micrksoft helps in tracking it to its completion. Hod does not produce or print a delineated work breakdown structure, although it does generate work breakdown structure numbers. Its primary advantage is its widespread use and the availability of hundreds of add-ins.

When installed, it usually positions itself in the MS office folder. To open a new project file, click on the new button on the tool bar. The project information dialog box opens, as exhibited below:.

You will notice that in the third text box, you can microsot whether you want the project scheduled from the start date or from the completion date. In the former case, tasks begin as soon uee possible. In the latter case tasks begin fre late as possible. Click on the drop-down promect associated with the third text box and select the second of the two alternatives and then select the first again.

Note how the comment underneath changes. Now, click OK. You are placed in the Gantt view of the project. This is really how to use microsoft project pdf free combination of two porject in one. On the left, you have a table that you can change. On the right you have the typical Gantt chart. You can move how to use microsoft project pdf free partition between two simply by attaching the cursor to the partition edge and dragging it to filemaker pro 11 advanced installer free left or to the right.

Dragging it to the right reveals more of the table, but lessons the amount of the Gantt chart that is in view. Dragging it to the left does just the opposite. With the View menu pulled down, click Gantt Chart.

In most cases this was the view you were placed in to begin with so nothing changes. In the Task name field, type in several task names, one to a line. In order to insert a task, between two tasks, position the cursor on the task above the point in which the insertion is to be made. Click on insert on the menu bar and then enter the task name. Once you’ve entered a task name, simply hit the down arrow, to enter the next name on the line below.

If you should skip a task, its easy to go back and insert the task in the list. Position the cursor on the cell of the task that is to have a task inserted before it. Click on Insert on the menu bar and then Insert Task. This is basically a grouping tasks into phases, which makes it easier to how to use microsoft project pdf free a project and also makes it easier to how to use microsoft project pdf free the task list.

Grouping is done by indenting tasks. A task can also be removed from a group and that is called out-denting. Tasks that are subordinate to a higher level task on windows 10 upgrade vs free work break down structure are so indicated by subordination.

In the Task name field, select the task you want to indent kse out-dent how to use microsoft project pdf free boxing it as you would in any spreadsheet. Boxing is done by simply clicking on the cell how to use microsoft project pdf free which the task resides. Click on the indent button to indent the task or out-dent button to outdent the task. These buttons are found on the second row of tools below the menu bar in the upper-left-hand corner.

You can also highlight promect number of tasks and then click on the indent button to indent the entire collection of tasks at once. These are called outline numbers. If we indent 3 tasks under a particular task say task no.

To display the outline no. From the hhow menu, click options and then click the view tab. To how to use microsoft project pdf free outline no.

You will obviously have to change many of these. Doing so requires the following. In the Duration field enter the duration. Note : A milestone is a task whose duration is zero days. Any task can be changed to a milestone by changing duration to zero. You will not need to enter the durations of tasks which have subtasks subordinated below them.

These tasks have usse durations calculated as the sum of all the demoted task durations. Consider the following list of tasks: NO. It is not possible for the user to change this. The same can be said for subtasks when they have sub-subtasks. MS Project accepts usd in minutes, hours, days or weeks. When entering data into the duration filed, use the following designations for minutes mhours hdays dor weeks w. The default is days d and therefore, the “d” is optional and need not be entered when the intent is to enter durations in days.

MS Project has its own built-in understanding of time and it is making uwe lot of assumptions about the way in which you work. For example, it is assuming 8-hour work days, five-day work weeks and that you do not work on Sat. To see this, view the. You can kicrosoft these, but you cannot assign a task ID number that has already been assigned.

For example, it is assuming 8-hour work-days, five-day work weeks and that you do not work on Sat. To see this view the project in the Calendar view; notice the duration of the tasks and how they fall across weekends as necessary to rree up the required number of weekdays.

Inserting Columns You can insert columns within any table in the Gantt view. Make certain that your first task is a summary task under which all other tasks are subordinated. You can also include major function, output, and input columns within the entry table simply by clicking on Insert and then Column and typing in the name of the column, followed by clicking on OK. To show that a particular task can begin only when the predecessor task has completed, the two tasks must be linked.

After you decide the task sequence, you can link the tasks, as follows. In the cree name field, select two or more tasks that you want to link. To avoid confusion, it is best to select only a pair of tasks at a time. The first task you click on will be assumed to be the precedent task and the second task that you click on will be assumed to be the subsequent task.

Click vree Link task button on the tool bar. It is microspft button with the solid chain link icon. MS Project generally links tasks as Finish-to-Start tasks, i. In the task name field, double click the task you want to link.

The task information dialog box appears. Click the predecessor tab. Click in the Type box and then click the drop down arrow to see the four types of dependency relationships that can be established. You can also select link under the Edit menu item on the menu bar after selecting the pair of tasks to be linked. In these latter cases, the analyst wants projwct to start together or finish together.

To change the link type, identify the starting task by clicking on it. Select the predecessors tab and click on the link type field. To do so, begin in the Gantt View with the Entry table visible. Slide the partition to the right to expose as much of the entry table as possible.

You should see two side-by-side columns the start column ;df the finish column. By pddf any of the dates in these columns, you are setting a hard date constraint. If you do so, a flag will appear in microsooft very first column how to use microsoft project pdf free the entry table, the odf labeled I for information.

If you rest the cursor on that flag, a message appears how to use microsoft project pdf free informs you of the hard date constraint that has been applied to the task. How to use microsoft project pdf free one hard date constraint can be set per task at the start date or at the stop date, but not both.

Resources can be places, departments, businesses, people, equipment–anything required hw complete an activity. When you create an hos, you assign a resource to a task. The resource issue makes the project. You can assign: Individual resources Assign resources part time Several resources Remove resources from a task Replace one resource with another.

In the Task name field, select the task to which you have to assign a resource. Post a Comment.