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Microsoft Project Quick Reference Guide: Creating a Basic Project (Cheat Sheet of Instructions, Tips & Shortcuts – Laminated Card) [Beezix Inc.] on. It provides an introduction to managing projects and shows you how to use Project to do so. For more experienced project managers, this book can help you take. Project management software is arguably one of the most difficult to learn, not only because you need to study how to use the software.


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You can paste the timeline into an email message or a presentation to share with others. Work with resource assignments with Team Planner. Project Professional includes the Team Planner view Quickly Assigning Resources with Team Planner , which uses swimlanes to show tasks assigned to resources. Unscheduled tasks sit in the Unscheduled Tasks column of the view, ready for you to drag onto the timescale.

Team Planner helps you spot unassigned tasks or overallocated resources. The view even has a setting to automatically prevent overallocations.

Leveling overallocations. In addition, you can choose to level selected tasks or resources, a specific resource, or an entire project. Synching Project tasks with a SharePoint task list. Whether you create a task list in SharePoint or in Project, you can synchronize the two. Team members can update task status in SharePoint, which you then see in Project. Or you can make changes in Project that automatically pass back to SharePoint for your team. View scheduling issues and fix them.

Project indicates potential scheduling problems by underlining task values with red squiggles, similar to the ones you see for misspellings in Word. Right-clicking a cell with a red squiggle displays a shortcut menu of commands to help you fix the issue, such as rescheduling the task or simply ignoring it. In addition, you can open the task inspector Task Inspector: Help with Schedule Problems , a beefier version of task drivers from Project The Task Inspector pane shows the factors that influence a task schedule, such as a predecessor, calendar, date constraint, resource assignments, overallocations, or all of the above.

The Project Task Inspector pane also offers commands for fixing issues. Playing what-if games. New in Project , inactivating tasks takes what-if games to a higher level and longer time period for decisions.

Or create tasks for proposed change requests. Then you can inactivate those tasks. Although this book is about the desktop versions of Project , Project Server now combines both enterprise project management and portfolio management in the same product. In the past, you needed Project Server and Project Portfolio Server to accomplish the same capabilities. The enterprise side has lots of new and improved features in areas like time status and reporting, customizable workflows, and resource capacity planning.

In the planning stage, Project helps you develop a project schedule. You add the tasks and people to a Project file, link the tasks together in sequence, assign workers and other resources to those tasks, and poof!

Project calculates when tasks start and finish, how much they cost, and how many hours each person works each day. Project helps you develop better project plans, because you can revise the schedule quickly to try other strategies until the plan really works.

Views and reports help you spot problems, like too many tasks assigned to the same overworked person. Once a project is under way, you can add actual hours and costs to the Project file. With actual values, you can use Project to track progress to see how dates, cost, and work compare to the project plan.

If problems arise, like tasks running late or over budget, you can use Project tools, views, and reports to look for solutions, once again quickly making changes until you find a way to get the project back on track.

At the same time, plenty of project management work goes on outside Project. Projects produce a lot of documents besides the project schedule.

For example, a project plan may include financial analysis spreadsheets, requirements and specifications documents, change requests databases, and diagrams to show how the change management process works. In addition, thousands of email messages, memos, and other correspondence could change hands before a project finishes.

For example, you may have a risk management plan that identifies the risks your project faces, and what you plan to do if they occur. You may also develop a spreadsheet to track those risks and your response if they become reality.

The enterprise features in Project Server combined with SharePoint help you track risks, issues, changes, and more. In one respect, choosing between Project Standard and Project Professional is easy. Project Standard works for most one-person shows, even if you manage several projects at the same time. You can communicate with your team via email and share documents on a network drive, or using a SharePoint website Updating the Tasks list.

However, Project Professional adds the Team Planner and the ability to inactivate tasks and synchronize Project tasks to a task list in SharePoint The difference between Project Standard and Project Professional is that you can turn on the enterprise features in Project Professional and connect it to Project Server and Project Web App to collaborate, communicate, and share across hundreds of projects and people.

Setting up an enterprise-wide project management system takes some planning and effort, depending on the size and complexity of your organization.

Whether your company is small, medium, or large, you must weigh the benefits of managing projects company-wide against the effort and expense of defining project management policies, setting up the system, and bringing everyone up to speed.

Here are some of the advantages that Project Professional and the enterprise project management software offer:. Track all projects in one place. You build Project schedules with Project Professional. When a project is ready for prime time, you publish it to Project Server to add it to the overall project portfolio. Then the status for all projects appears in a single view. Share resources enterprise-wide. Instead of playing phone tag with other project managers about when resources are available, Project Server keeps track of all resources and when they work on which project.

Communicate with resources. Project Web App makes it easy for you to communicate with your team, requesting status, sending messages, and so on.

It also makes it easy for your team to communicate with you, replying with status, accepting assignments, or providing time worked. Team members can fill out timesheets for project work.

The time they submit shoots straight into the Project Server database to update progress on your projects. Track issues, risks, and documents. Projects are more than schedules.

Using SharePoint websites and Project Web App, team members can collaborate on all these elements online. However, you must purchase Project Server which includes Project Web App through Microsoft or Microsoft partners and solution providers. Managing a project requires other programs in addition to Project.

Word and Excel are eager participants for the documents and financial analysis you produce. PowerPoint is ideal for project presentations and status meetings. And Outlook keeps project communication flowing.

This book includes instructions for using these programs in some of your project management duties. You can purchase Office at stores like Staples or websites like www. Here are some of the ways you might use these products in project management:. Producing documents like the overall project plan, work package descriptions, requirements, specifications, status reports, and so on.

Creating spreadsheets for financial analysis or tracking change requests, risks, issues, and defects reported. Putting together presentations for project proposals, project kickoff, status, change control board meetings, and so on.

Publishing newsletters, fliers, invitations to meetings, and so on. A more robust alternative to Excel for tracking change requests, requirements, risks, and issues.

Visio Professional is another program that comes in handy, whether you want to document project processes in flowcharts or generate Visio-based visual reports. Project has caught up with its Office counterparts by now using the ribbon instead of the menu bar. The Project window is chockablock with panes and other parts that either show the information you want or help you work faster.

Some features, like the ribbon and the main Project view, are always available, while others, like the Task Inspector pane, can hide until you need them. This section shows you the basics of the Project interface. Chapter 3 takes you on a full tour of the Project ribbon and all the components within the Project window.

To provide easy access to an ever-increasing number of commands, Microsoft came up with the ribbon. Programs like Word and Excel had the ribbon in Office Now Project joins their ranks.

The ribbon takes up more space than the old-style menu bar see Using the Ribbon to learn how to hide it , but it can hold oodles of commands. Many procedures that required dozens of clicks in earlier versions of Project like displaying the project summary task are now a click or two away on a ribbon tab.

The ribbon groups features onto logically most of the time organized tabs. Finding your way around the Project ribbon is easy. For instance, to create tasks, rearrange their outline levels, update their progress, or view their details, go to the Task tab. The Resource tab has commands for creating, assigning, and leveling resources.

The Project tab is home base for viewing project information, defining work calendars, setting project baselines, and so on. When you select one of these tabs, the corresponding collection of buttons appears, as shown in Figure 1. Customer Reviews, including Product Star Ratings help customers to learn more about the product and decide whether it is the right product for them. Instead, our system considers things like how recent a review is and if the reviewer bought the item on Amazon.

It also analyzed reviews to verify trustworthiness. Enhance your purchase. Laminated quick reference guide showing step-by-step instructions and shortcuts for how to use Microsoft Office Project This guide is suitable as a training handout, or simply an easy to use reference guide, for any type of user.

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Get it as soon as Tuesday, Aug Project For Dummies. Only 1 left in stock more on the way. Customers who bought this item also bought. Page 1 of 1 Start over Page 1 of 1. Carl Chatfield. About the Author Beezix has been publishing quick reference computer guides for trainers, training companies, corporations, and individuals across the US and Canada for over 15 years. Founded by trainers, and with a strong focus on the learner, extensive industry experience made us aware of the need for a line of high-quality, trainer-produced courseware, and led to the creation of Beezix Quick Reference guides in Our cards are designed for casual computer users right through to trainers and trouble-shooters.

Tell the Publisher! I’d like to read this book on Kindle Don’t have a Kindle? Fully installed, up-to-date Project desktop application. One license covers up to 5 PCs per user. Plan projects with familiar scheduling tools like Gantt charts and built-in customizable templates to get you started. Microsoft plans include premium versions of these apps plus other services that are enabled over the internet, including cloud storage with OneDrive and Skype minutes 1 for home use.

Microsoft plans are available as a monthly or annual subscription. Learn more. See system requirements for compatible versions of Windows and macOS, and for other feature requirements. However, internet access is required to install and activate all the latest releases of Office suites and all Microsoft subscription plans.

For Microsoft plans, internet access is also needed to manage your subscription account, for example to install Office on other PCs or to change billing options. Internet access is also required to access documents stored on OneDrive, unless you install the OneDrive desktop app.

You should also connect to the internet regularly to keep your apps up to date and benefit from automatic upgrades. To reactivate your apps, reconnect to the internet. Documents that you have created belong fully to you. If you cancel your subscription or it expires, you can still access and download all your files by signing in to OneDrive directly using the Microsoft account you used to set up Microsoft You do lose the additional storage that comes with your subscription, so you must save your files elsewhere or buy more OneDrive storage if your OneDrive account exceeds the free storage quota.

If you purchase an auto-renew subscription, your subscription starts when you complete your purchase. You can purchase auto-renew subscriptions from Microsoft If you purchase a prepaid subscription, your subscription starts when you activate your subscription and land on your My Account page.

You can purchase prepaid subscriptions from a retailer or reseller, or a Microsoft support agent.