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MS Project 2007 Training Manual
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MS Project 2007 Training Manual
Copyright © 2007 Orchid Systems Inc.
October 5, 2009
All rights reserved. We have not entered into the Cancopy agreement. No part of this book may be reproduced
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ISBN 1-894899-62-8

......................................ca Page 2 Table of Contents Compressor Installation Project # A1 Gantt Entry......................... 15 ...................... 9 Budget Report .......................................................................... Baseline.................................... 3 Budget Report............................................................... 5 Task Usage Chart ........................www............................................................... 10 Percentage Complete ..................................................................................................................................................................................................................... 1 Resource Sheet................................. 14 Network Diagram........................................................................................................................... 14 Budget Report ........................................................................ 8 Gantt Fixed Cost Chart ................................................................................................. 8 Tracking Percentage Complete ............................................... Baseline............... Help ........ Over Allocated Resources ....................... 14 Gantt Fixed Cost Chart .................................. 9 Network Diagram........................................ Critical Path ..... FF .......................................... Critical Path .. 4 Start-Finish Date Scheduling ............................. 5 Network Diagram..................................................................................................................................... 11 Building Construction Project # A3 Gantt Entry ..................................................................................................................................... Sorting by ID ........................................................................................................... 13 Lead/Lag Time..................................................................................... 6 Building Construction Project # A2 Gantt Entry................................................................................................................................................... 13 Resource Chart ........................................ 8 Resource Sheet ....... 3 Gantt Fixed Cost Chart ................................................................... 13 FS................................. 11 Change Working Time .............................................................................................................................................................................................................. SS.GetToThePoint.........

......................................ca Page 3 Chemical Engineering Report Project # A4 Gantt Entry .............. Figure 19 Network Diagram.................................................................................................................... Figure 40 .................................................................... Figure 25 MS Project Software Objectives Project # A6 Gantt Entry ....................................................................................................................................................................................................................... Figure 35 Water Treatment Plant Project # A8 Gantt Entry ......................................................... Figure 23 Budget Report ..................................................................................... Figure 21 Resource Chart ................................................................. Figure 29 Network Diagram...................GetToThePoint...................................................... Figure 27 Gantt Fixed Cost ................................................................................ Figure 34 Network Diagram................................................................................................... Figure 28 Budget Report ................................................................................................. Figure 33 Budget Report ........................................................................................................................................ Figure 30 Backyard & Deck Project # A7 Gantt Entry ........................ Figure 37 Gantt Fixed Cost ....................................................................................................................................................................www............................................................................................................................................................ Figure 17 Gantt Fixed Cost .................................................... Figure 26 Resource Chart .................................................. Figure 24 Network Diagram....................................................... Figure 32 Gantt Fixed Cost .................................................. Figure 39 Network Diagram.......................................... Figure 22 Gantt Fixed Cost ........................................................................................ Figure 16 Resource Chart ..................................................................................................................................................................................................................................................... Figure 31 Resource Chart ....................................................... Figure 36 Resource Chart ............................................... Figure 38 Budget Report ................................................. Figure 20 Dupree Boiler Shut Down Project # A5 Gantt Entry .......................................... Figure 18 Budget Report .........

This is a workbook that has project management theory embedded into the practical work-through projects where it seems to be “obvious”. at their own pace. the deeper their understanding. You will be continually surprised at how much material a student can successfully digest in a regular class period when freed up to investigate interesting problems by themselves rather than passively listening to a lecture. By doing these applied projects.GetToThePoint. The instructors “job” is to answer all questions and. “the clean up crew”. This approach is considered “minimalist” and has proven to be highly effective over my 26 years of teaching. rather than the typical introduction section which discusses abstract ideas that you will eventually get to see and do. writing a report. These are referred to as Learner Centered Activities. you know where they are used in the “real world” and how to apply them. how these tasks are interrelated and choosing resources which have the ability to successfully complete these tasks – all important components of project management. The flow of the text is one that hopefully fosters curiosity and the understanding of organizing details. estimating durations of various tasks. Often an entire lecture can be reduced to a sentence when presented at the “right” time – when the student has done the work necessary and is now “ready”. of the applied projects. are embedded in the actual “doings” by the students. The more meaningful projects a student works through. . The projects are ones that each of us may encounter in our work life.ca Page 4 How to use this text This is a text designed for students to work through on their own. replacing a compressor. building a home. etc. give mini lectures or hold discussion sessions – in other words. if necessary. or theory. The student who works through practical problems first will encounter all of the ideas that would have normally been discussed (abstractly) in an introduction but will have a significantly deeper appreciation of the same material! There is an incredible efficiency in “getting underway” with practical problems immediately. without lecture! The lectures. The need to have “introductory” paragraphs has been greatly reduced or eliminated.www.

Microsoft Office Project Help. 1. What is the definition of “Critical Path”? 2. What is the definition of a “Milestone”? 4.www.GetToThePoint. What does the acronym “PERT” stand for? . click on Help. 2. What is the definition of a “Resource”? Type in “add resources”.ca Page 5 Using the Help Menu 1. 3. Type in “Critical Path”. To use the Help menu (online). Show the critical path. What are the steps in moving a Network Diagram box manually? Type in “Network Diagram”. click on Search. 5.

the fixed costs (lumber. and MS Project will calculate the entire cost to build the house and how long it will take. Budget Costs Report Sort by ID 5.GetToThePoint. how long it will take to complete the task (duration). say. equipment rentals) of that task. Equipment Rental. The entire book will take 8 hours to complete or an average of one hour per assignment. The second assignment will require 1.5 hours to complete. You can predict costs and length of time to finish any project.www. entry 4. the wages for someone (called a resource) to complete the task. nails. before you start. regardless of size. Resource Sheet Wage entry 3.ca Page 6 Project 1 – Compressor Installation Chapter One Objectives There are five different views in this chapter to work through and print. the fourth 30 minutes and the rest 20 minutes each-mostly just data entry. 1. Network Diagram (PERT Chart) What does MS Project software do? MS Project software will calculate the cost of an entire project.0 hour. . You will input the tasks that need to be done (say building the walls). building a house. Gantt Fixed Cost Chart Material. Gantt Entry Chart Task Names entry Indents (Demotion) Duration entry Predecessor entry Resources entry Critical Path Printing Page Setup Fit to One Page Landscape vs. How long will it take to do these assignments? The first assignment will require 1. Portrait Margins Borders Every Page Headers Footers Legends Legend Every Page Width 2. the third 45 minutes.

www. . MS Project. MS Office. pull this vertical line to the right with a click and drag. To reveal all of the columns now hidden behind the calendar. Programs. click on the Start button.ca Page 7 To open up MS Project.GetToThePoint.

The weekends are gray because these are not work days. green arrow on toolbar above (see circle) or use the pull down menus. Do not touch the Start and Finish Columns dates. To indent these tasks under the project title. select these Tasks (2-11) and click on the Indent (Demote) right. .ca Page 8 Click and drag this toolbar down and to the left (see next screen). Indent. Outline.www. Type in the Task Names as shown. I have reduced the size of these on mine so that you cannot see them.GetToThePoint. Project.

Notice the change of bar length on the calendar. You do not type it in. If everything is entered correctly you will have a Total Duration of 18 days.GetToThePoint. . that the Duration automatic total is 18 days.ca Page 9 Enter the Durations as shown. and predecessors again. The top one in bold (the project title) is an automatic total of the tasks indented below it. Notice that the top Duration has automatically totaled itself to 7 days. This is a date and your value will be different. Also notice that with the Predecessor links now in. Enter the Predecessors (what comes before this task). If you do not have a Total of 18 days check your indents.www. durations. Notice the links between the tasks on the calendar.

ca Page 10 Enter the Resource Names (who does the work). click on View. Notice that they also appear on the calendar to the right of the bars. . Entire project.www. To get calendar to fit on the screen. You can also decrease column sizes by clicking and dragging the divider lines in the headings (titles) to the left (see white arrow). Zoom. You can use the drop down box to simply click on repeated Resource Names (saves typing).GetToThePoint.

click on Task 9 Resource Name (Maintenance). This is the critical path (Red). type in Critical path in the Search box. Click on the Help menu. Yes. They would be considered non critical since.GetToThePoint. Warning: Using the Gantt Chart Wizard moves all of the Resource Names back to the right of the calendar bars. To move task names to the left of the bar on the calendar. When you print. Do a critical path for every project.ca Page 11 To get a Critical Path (red and blue) on your calendar task bars. so we have to move them to the left. task names beyond the right of the last bar are often cut off. Left. Critical Path. What is a Critical Path? When all the tasks are linked (predecessors). To delete the task name on the right of the bar. you can see how long it will take to finish the project. There are some tasks which can be done at the same time as other tasks and would thus be non critical tasks (Blue). if they take less time than the other to complete will not change the finish date of the project. It is the “big” tasks that typically make up the critical path. Note that this also shifts the task names on the calendar bars to the right of the bars (if not already there). “About Critical path”. Bar. Enter. Format it. Bar Text. and type in “Resource Names” above the activated Left row (see arrow). select MS Project Help. Resources and Dates.www. click on the Right row to activate it and delete “Resource Names” from the bar above the Left row (see arrow). Format. Gantt Chart Wizard. Next. . click on Format.

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