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Sign in. Your cart. This eBook includes the following formats, accessible from your Account page after purchase: EPUB The open industry format known for its reflowable content and usability on supported mobile devices.

Downloads Follow the instructions to download additional support files. Features Easy lessons for essential tasks Big full-color visuals Skill-building practice files.

This is because Project requires a date value for the task as soon as it is linked to another task. The question mark following the duration value indicates that this is an estimated duration; the question mark has no effect on the scheduling of the task.

Link task 4, Planning complete, to task 6, Distribute advance copies, by using your mouse in the chart portion of the Gantt Chart view. The Lucerne marketing team has reported that its estimate for task 3 should have a 2-week duration.

Change the duration of task 3 from the placeholder text Check with Marketing to 2 weeks. You might have noticed that the start of the Public Launch Phase summary task is earlier than the finish date of the task Planning complete.

In the next step, you force Project to adjust the manually scheduled task to honor its predecessor task while leaving it as manually scheduled. Adjust task 8, Launch public web portal for book, so that it respects the predecessor link.

After linking tasks, your plan should look like the one shown in Figure You are frequently asked to provide the currently scheduled duration and finish date for the book launch. Next, look at the duration information in more detail in the Project Statistics dialog box shown in Figure Display the project summary task in the Gantt Chart view. Document task information You have some details about a few tasks in the new book launch plan that you want to record in the plan.

This helps you later by keeping such details right in the plan, and it also is valuable for any other project stakeholders who might work with the plan in the future. Add the note Get recipient list from publicist to task 6, Distribute advance copies. Point to the note icon for task 6. The note appears in a ScreenTip in the Indicators column.

You have decided that you want to be able to roll up the details from all subtasks in the plan. You can accomplish that next. Display the project summary task. Point to the note icon for task 0. You might recognize the note that appears in the ScreenTip. This text was entered in the Comments field of the Properties dialog box, which you set up in Chapter 3. As Figure shows, a hyperlink icon appears in the Indicators column.

Pointing to the icon displays the descriptive text you entered earlier. For practice file download instructions, see the introduction to this book.

Resources include the people, equipment, and material needed to complete the work of a project. Effective resource management is one of the most significant advantages of using Project instead of using task-focused planning tools such as issue-ticketing systems. You can manage three types of resources in Project—work resources and two special-purpose resources: cost and material. Cost resources represent categories of financial costs, derived from specific tasks, that you need to account for in the plan.

Examples include categories of expenses, such as travel and entertainment. Material resources are consumables that get used up as the project proceeds. For example, a construction project might need to track steel or concrete as it is used throughout the project. This chapter guides you through procedures related to setting up work resources, entering the maximum capacity for work resources, entering work resource pay rates, adjusting working time in a resource calendar, setting up cost resources, and documenting resources by using notes.

Set up work resources Work resources are the people and equipment doing the work of the project. Project focuses on two aspects of work resources: their availability and their costs.

Availability pertains to when specific resources can work on tasks and how much work those resources can perform. Costs refers to the financial costs incurred by resources performing work on the project. In Project, work resource names can refer to specific people or to specific job titles.

Use whatever naming convention makes the most sense to you and to the people who will see your plan. The important questions are these: Who will see these resource names, and how will they identify the resources? The resource names you choose will appear both in Project and in any resource information shared from Project. A resource might refer to somebody who is already on staff or to a position to be filled later. If you have not yet filled all the resource positions required, you might not have the names of specific people to enter.

In that case, use descriptive placeholder names or job titles when setting up resources in Project. The following table lists some examples of how you can enter work resource names. Work Resource Examples An individual person identified by name Jun Cao; Zac Woodall An individual person identified by job title or function Publisher; Contract specialist A group of people who have common skills when assigning such interchangeable resources to a task, you might not be concerned about who the individual resource is as long as that person has the right skills Copyeditors Equipment Offset lithography press Project can help you make smarter decisions about managing resources and monitoring financial costs.

To enter work resource names 1. Click an empty cell in the Resource Name column. Enter your resource names, pressing the Enter key after each one.

Project applies the default Work resource type in the Type field. Tip You can quickly import resources from your email address book. First, switch to the Resource Sheet view. Then, on the Resource tab, click Add Resources.

To insert a new work resource within a resource list 1. Click in the cell in the Resource Name column where you want to insert the new resource. Project inserts a new row with the name in the Resource Name column and renumbers the subsequent resources. With selected, enter the resource name and press Enter. To delete a resource 1. Right-click the resource name, and then click Delete Resource. Equipment resource considerations In Project, you set up people and equipment resources in exactly the same way; they are both examples of work resources.

However, you should be aware of important differences in how you can schedule these two work resources. Most people resources have a typical working day of 8 hours and usually no more than 12 hours, but equipment resources might have much more varied capacities for work, ranging from short durations followed by maintenance to around-the-clock sessions without interruption. Moreover, people resources might be flexible in the tasks they can perform, but equipment resources tend to be more specialized.

For example, a content editor for a book project might also act as a copyeditor when required, but a coffee machine cannot replace a computer. You do not need to track every piece of equipment that will be used in your plan, but you might want to set up equipment resources in these cases: Multiple teams or people might need a piece of equipment to accomplish different tasks simultaneously, and the equipment might be overbooked.

You want to plan and track costs associated with the equipment. Consider these issues if your plans involve equipment resources. Enter the maximum capacity for work resources Work resources do not have unlimited capacity within the limited duration of a plan, and Project helps you manage this.

The Max. Units field represents the maximum capacity of a resource to work on the tasks assigned to that resource. Project alerts you with an indicator and formatting if you assign the resource to more tasks than the resource can accomplish. Units value for new work resources. For a resource that represents not a specific person, but a category of interchangeable people with a common skill set, you can enter a larger maximum units value to indicate the number of available people.

For a resource that has less than full-time availability, you can enter a smaller maximum units value. For a hour work week, this equals 30 hours of capacity. Note that such a part-time working capacity might apply to a part-time worker or to a full-time worker who is allocated to a specific project only part time.

In the Resource Sheet view, click the Max. Units field for the resource you want to adjust the Max. Tip When you click a numeric value in a field such as Max. Units, up and down arrows appear. You can click these to display the number you want, or you can enter the number directly in the field. Enter the new value for the resource. Tip If you prefer, you can display and enter maximum units as partial or whole numbers such as 0.

To use this format, on the File tab, click Options. In the Project Options dialog box, click the Schedule tab. Enter work resource pay rates Almost all projects have some financial aspect, and cost limits the scope of many projects. Tracking and managing cost information in Project allows the project manager to answer such important questions as these: What is the expected total cost of the project, based on task durations and resource assignments?

Is the organization using expensive resources to do work that less expensive resources could do? How much money will a specific type of resource or task cost over the life of the project? Is the organization spending money at a rate that it can sustain for the planned duration of the project? In Project, you can enter standard rates and costs per use for work and material resources, in addition to overtime rates for work resources. This is shown in Figure Recall that Project uses three types of resources: work, cost, and material.

Tip Cost resources do not use pay rates and are described later in this chapter. Material resources are introduced in Chapter You can enter pay rates with a variety of time bases—per minute, hourly the default , daily, weekly, monthly, or yearly. When a work resource has a standard pay rate entered and is assigned to a task, Project calculates the cost of the assignment.

You can then see the cost per resource, cost per assignment, and cost per task and also costs rolled up to summary tasks and the entire plan. Project handles overtime expenses differently. Project applies the overtime pay rate only when you specifically record overtime hours for an assignment. Tip If you work with many resources who have the same standard or overtime pay rates, you can set up Project to apply these pay rates automatically whenever you add a new resource.

To do this, on the File tab, click Options. In the Project Options dialog box, click Advanced. Under the heading General Options for This Project, enter the default pay rates you want. You can specify when work resource standard and overtime costs should accrue. The options are at the start of work on a task, at the end of work on the task, or prorated the default evenly over the duration of the task.

In addition to or instead of cost rates, a resource can include a set fee that Project applies to each task to which the resource is assigned. This is called a cost per use. To enter a standard rate for a resource 1.

In the Resource Sheet view, click the Std. Rate field for the resource for which you want to set a standard pay rate. Depending on the width of the column, you might see only Std. To enter an overtime rate for a resource 1. Click the Ovt. Rate field for the resource for which you want to set an overtime pay rate. Depending on the width of the column, you might see only Ovt. To enter a cost per use for a resource 1. Project management focus: Getting resource cost information Work resources can account for the majority of costs in many projects.

To take full advantage of the extensive costmanagement features in Project, the project manager ideally should know the costs associated with each work resource. For people resources, obtaining such information might be difficult. In many organizations, only senior management and human resource specialists know the pay rates of all resources working on a project, and they might consider this information confidential.

Depending on your organizational policies and project priorities, you might not be able to track resource pay rates. If you do include cost details in your plan and this is considered sensitive information, consider requiring a password to open such plans.

To set a password, click the File tab and then click Save As. In the General Options dialog box, select the password protection options you want. Another strategy to consider is to use averaged burdened or blended rates for people resources. A burdened rate is a pay rate plus overhead costs per worker. An averaged burdened rate describes everyone in general, but no one in particular.

A blended rate can be the average of all the people who share a particular role. Adjust working time in a resource calendar Project uses different types of calendars for different purposes. This topic focuses on resource calendars. A resource calendar controls the working and nonworking times of a specific resource. Project uses a resource calendar to determine when work for a resource can be scheduled. Resource calendars apply only to work resources people and equipment , not to material or cost resources.

When you initially create resources in a plan, Project creates a resource calendar for each work resource. The initial working time settings for resource calendars exactly match those of the project calendar, which, by default, is the Standard base calendar.

The Standard base calendar is built into Project and accommodates a default work schedule from A. Monday through Friday, with an hour off for lunch each day. If all the working times of your resources match the working time of the project calendar, you do not need to edit any resource calendars. However, chances are good that some of your resources need exceptions to the working time in the project calendar: A flex-time work schedule Personal holiday vacation time Other times when a resource is not available to work on the project, such as time spent in training or when attending a conference Tip If you have a resource who is available to work on your project only part time, you might be tempted to set the working time of the resource in your project to reflect a part-time schedule, such as A.

However, a better approach is to adjust the availability of the resource as recorded in the Max. Changing the unit availability of the resource keeps the focus on the capacity of the resource to work on the project instead of on the specific times of the day when that work might occur. You can set the maximum units for a resource in the Resource Sheet view.

Changes that you make to the project calendar are reflected automatically in resource calendars derived from the same project calendar. For example, in the practice tasks in Chapter 3, you specified a nonworking day for a staff morale event, and Project rescheduled all work to skip that day. Note, however, that after you create a resource calendar exception, that exception is not affected by later changes to the project calendar that cover the same time period.

Tip If you find that you must edit several resource calendars in a similar way to handle a night shift, for example , an easier approach might be to assign a different base calendar to a resource or collection of resources. This is more efficient than editing individual resource calendars, and you can use the base calendar to make plan-wide adjustments, if needed. For example, if your project includes a day shift and a night shift, you can apply the Night Shift base calendar to resources who work the night shift.

You change a base calendar in the Change Working Time dialog box. For collections of resources, you can select a specific base calendar directly in the Base Calendar column on the Entry table in the Resource Sheet view. To specify a calendar exception for a work resource 1.

In the For calendar box, click the name of the resource whose calendar you want to change. Accidently editing the wrong calendar is an easy mistake.

In the Name field on the Exceptions tab in the lower portion of the dialog box, enter a description of the exception. The description for the calendar exception is a handy reminder for you and others who might view the plan later. A calendar exception is illustrated in Figure Tip To set up a partial working time exception for a resource, such as a portion of a day when a resource cannot work, click Details.

Display the Change Working Time dialog box. Click the Work Weeks tab. Click [Default] directly under the Name column heading, and then click Details. Under Selected Day s , select the day or days you want to adjust. Do any of the following: To set the full days to nonworking, click Set days to nonworking times. To set working times that differ from the base calendar, click Set day s to these specific working times and then, in the From and To columns, enter the working times as shown in Figure To return to the base calendar working times, click Use times from base calendar for these days.

Tip You can have a different, nondefault working week for a specific time period. For example, you can set up a resource to work four hour days each week for just 1 month.

On the Work Weeks tab, click below [Default] and add a name and the start and finish dates of the period. Then click Details to change the working times and days, as described earlier in this procedure.

To assign a different base calendar to a resource 1. In the For calendar field, select the resource you want. In the Base calendar field of the resource, select the base calendar you want. Tip To quickly apply the same base calendar to multiple resources, in the Resource Sheet view, use the Base Calendar field. Set up cost resources Another type of resource you can use in Project is the cost resource. You can use a cost resource to represent a financial cost associated with a task in a plan.

Although work resources people and equipment can have associated costs hourly rates and fixed costs per assignment , the sole purpose of a cost resource is to associate a particular type of cost with one or more tasks. Common types of cost resources might include categories of expenses you want to track in a plan for accounting or financial reporting purposes, such as travel, entertainment, or training.

Cost resources do no work and have no effect on the scheduling of a task. After you assign a cost resource to a task and specify the cost amount per task, you can see the cumulative costs for that type of cost resource, such as total travel costs in a project. The way in which cost resources generate cost values differs from that of work resources. However, you enter the cost value of a cost resource only when you assign it to a task.

You do this in the Cost field of the Assign Resources dialog box or in the Cost field of the Task form with the Cost detail shown. To add a cost resource 1. In the Resource Sheet view, click in the Resource Name column where you want to add the cost resource. Project inserts a row for the new cost resource. Project names the new cost resource. With selected, enter the cost resource name and press Enter. For example, if a resource has conference time recorded as an exception in their resource calendar, it is a good idea to record this in a note.

That way, the note resides in the plan and can be easily viewed or printed. Chapter 4 describes creating a task note by clicking the Notes button on the Task tab, in the Properties group.

You can enter resource notes in a similar way by clicking the Notes button on the Resource tab, in the Properties group. Another option is to enter notes directly in the Resource Form view. The advantage of using the Resource Form is that you can view and edit notes for multiple resources more quickly. To enter a note for a resource in the Resource Information dialog box 1. Select a resource name. On the Resource tab, in the Properties group, click Notes.

In the Notes box, enter a note for the resource. To enter a note for a resource by using the Resource Form 1. On the Resource tab, in the Properties group, click the Details button. If you assign resources to a task, then by default, MS Project calculates a task duration based on the amount of work required to complete the task, the number of resources allotted, the working times and work assigned to the resources.

By changing the amount of work required to accomplish a task, you can change the task duration and thus the final date. Task type. By default each task is a fixed units task. You can change the task type to fixed duration or fixed work. Tasks that can delay a project are called critical tasks and the ones that do not delay are called non-critical tasks. Critical tasks make up a special path known as the critical path. The critical path is the sequence of tasks that ends on the latest finish date, i.

As previously mentioned in the main body of this chapter, the critical path is the longest path through the network and the path that determines the duration of the total project. When you want to shorten the schedule, the critical path has to be shortened. For one you can right click anywhere in the Gantt Chart, select Gantt Chart Wizard and select Critical Path off the list of options that it gives you.

Another way is to change the view as follows: 1. On the view bar, click More views. On the View Bar, click more Views 2. In the Views list, click Detail Gantt, and then click Apply. Slack on a task appears graphically as thin slack bars adjoining the regular Gantt bars.

Drag the divider bar to the right to view the free slack and total slack fields To change the default slack time for critical tasks 1. On the tools menu click Options, and then click the Calculation tab. In the Tasks are critical if slack is less than or equal to box, enter the amount of slack time. Adjusting non-critical tasks will not shorten the schedule. The actions you can take to shorten your schedule fall into two categories.

Shorten task duration: This can be done by decreasing the duration directly, by decreasing total work,,assigning more resources to a task, by assigning overtime work and by increasing a resource s work schedule. Compress the schedule by making the tasks start sooner: This can be done by combining or deleting tasks, breaking down a task into non-critical subtasks, by adding lead time to a task, changing the task dependency, type of task etc.

Breaking down a critical task into non critical subtasks 1. On the view bar click more views. In the Task Name field, select a single task on the critical path that could be completed in several steps. Click Unlink Tasks. Remove the resources assigned to the task. Select the task beneath the task you want to change, and then click new task on the insert menu.

Repeat step 6 for each subtask you want to add. For each new task, type a name in the Task name field and a duration in the Duration field. In the task Name field, select all the new tasks, and then click Indent to make them subtasks of the original task. Click Link task.

Exercises 1. The Irving Companies are a small conglomerate specializing in health-related businesses, from wholesale planning to in-home health care and medical supplies. The company wants to replace its old legacy systems with an ERP system. Define the business case 60 days 2.

Specify requirements 10 days 3. Select an ERP vendor 10 days 5. Install the system 6. Install phase 1 10 days. Install phase 2 10 days 8. Install phase 3 12 days 9. Perform parameterization Parameterize phase 1 22 days Parameterize phase 2 15 days Parameterize phase 3 14 days Perform Testing Test phase 1 of the system 20 days Test phase 2 of the system 20 days Test phase 3 of the system 30 days Conduct Overall testing 5 days Conduct acceptance test 2 days Perform Training Train for phase 1 cut-over 10 days Train for phase 2 cut-over 10 days Train for phase 3 cut-over 12 days Perform Cut-over Perform phase 1 cut-over 2 days Perform phase 2 cut-over 3 days Perform phase 3 cut-over 4 days Assess performance in relation to specs 2 days Closeout 2 days Implement within MS Project.

Determine project duration. Assume one distinct person is assigned to each of the three phases. Decide what precedence relationships you will require. Determine the project overall cost. In the project above, describe some ways to get it completed sooner, without adding resources.

Turn in the hardcopy of the Gantt View of your project with the entry table shown and a cost column included in that table. For the sequence of steps in the problem above, determine the critical path. For the most part, teams manage projects. Introduction to Microsoft Project This document provides an introduction in using Microsoft Project Microsoft Project is a project management application that contains a set of tools to help.

It provides a list of quick tips and shortcuts for familiar features. This guide does NOT replace training. Microsoft Project is a software package designed help managers manage a variety. Enter task names. Estimate and record how long each task should last. Create a milestone. MS Project Quick Guide 1. Creating a New Project Microsoft Project is a project management software program designed to assist project managers in developing plans, assigning resources to tasks, tracking progress, managing budgets,.

Examples would be File and Analysis. Learn how to create a project, break. One of our mottos is “a quality process creates a quality product. You will use the. Project Management: Intermediate Microsoft Project This document includes instructions for managing resources, updating project plans, and designing visual reports. Managing Resources in a Project. Even complex projects are easier to manage when you can choose methods and tools that best suit your needs.

Use Project and Teams to empower collaboration and management of projects, including file sharing, chats, meetings, and more. Enable all team members to update tasks simultaneously so you can get more done together. Microsoft Project for Dummies by Cynthia Snyder. Legal to use despite any disclaimer on cover. Save Money. Contact us for any queries. Best Customer Support! All Orders shipped with Tracking Number. Get A Copy. Paperback , pages. More Details All Editions Add a New Edition.

 
 

 

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There are many books written about estate planning but very little discussing about the impact those decisions have on connected people, individuals, and family members.

The majority of books are written from a legal perspective, which assists the professional reader, such as a lawyer or barrister and not the softer side of the management of the estate.

My advice for information purposes is not to draft your own will or trust but to find a competent legal firm to advise you. The purpose of this book is to equip a person with tools and techniques for situations that can happen in the real world. This book is not intended as a self-help guide but more of a theoretical and practical approach using project management tools and techniques. This is not only to help solve a legal problem but also to introduce estate planning from a humanistic perspective.

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The Project Program Screen. Create a New Project:Click the Filetab, select. New, and click Blank Project. Open a File:Click the Filetab and select Open, or pressCtrl +O. Select a location with a file you want, then select a file and click Open. Save a File:Click the Filetab and select Save, or press Ctrl+ S. Written by a noted project management pro, this book covers the ins and outs of Microsoft Project. Throughout the book, you?ll find project management best practices and tips for keeping any project on schedule and under budget. Reference the full set of Microsoft Project features; Learn to think like a project management professional. Apr 23,  · With microsoft project for dummies pdf free download, you can see why small business owners are seeing dramatic benefits that are not possible with the other project-managing software available. There are thousands of new projects being created every day. From new construction projects to recurring maintenance and preventative projects, it’s a .