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MS Project 2013 - tutorial
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About the Tutorial
Ms Project, the project management software program by Microsoft, is a very handy tool
for project managers that helps them develop a schedule, assign resources to tasks, track
the progress, manage the budget, and analyze workloads for an ongoing project. This
tutorial discusses the various features of the software program with examples for easy
understanding
Audience
This tutorial has been designed keeping in mind the needs of beginner level MS Project
user. Project managers and Project planners from varied backgrounds who have not used
MS Project, especially the 2013 edition before can use this tutorial for scheduling, planning,
and reporting their projects of any size. This tutorial is designed with Project Standard
features, hence there is no need of Project Professional
Prerequisites
A basic understanding of Computers and Windows Operating System is all it takes to get
started. Hardware: A reasonable home desktop configuration. Software: MS Project 2013,
on Windows OS. (At the time of writing this tutorial, Project 2013 is not available for Mac)
Disclaimer & Copyright
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of the publisher.
We strive to update the contents of our website and tutorials as timely and as precisely as
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Ltd, provides no guarantee regarding the accuracy, timeliness or completeness of our
website or its contents including this tutorial. If you discover any errors on our website or
in this tutorial, please notify us at contact@[Link].
tutorialspointMS Project 2013,
Table of Contents
‘About the Tutorial .
Audience..
Prerequi
Disclaimer & Copyright
Table of Contents.
1. MS PROJECT 2013 - SETTINGS.
2. MS PROJECT 2013 - INTRODUCTION
Project Management ..
3. MS PROJECT 2013 - GETTING STARTED...
Ms Project UI
4, MS PROJECT 2013 — CREATE A NEW PLAN...
Launch Ms Project.
Create Blank Project...
Project Information.
CChange File Properties
Build Task List.
Enter Task
Enter Duration
(Change Default Time Dimensions ...
Enter Task Duration
Elapsed Duration
Create Milestones.
Create Summary Task...
Link Tasks.
Respect Links
tutorialspoint._ MS PROJECT 2013 — ASSIGN RESOURCES TO TASK...
._ MS PROJECT 2013 - TRACK PROGRESS.
MS Proje
013
‘Switching Task ~ Manual to Automatic
Converting Task to Automatic Schedule.
MS PROJECT 2013 - SET UP RESOURCE!
Resource Types...
Enter Work Resource Names
Resource Max Capacity.
Enter Resource Cost.
‘Add Notes to Resources...
Set Up Cost Resources.
‘Assign Material Resource to Task. aL
‘Assign Cost Resource to Tasks...
. PLAN DURATION, COST, & TIME.
Check Plan's Duration 46
Check Plan's Cost 46
Check Plan's Work a7
Save a Baseline ...
Create a Baseline ..
View Baseline on Gantt Chart...
Update a Baseline 51
‘Track Plan by Specific Date 53
‘Track Plan as % Complete ...
‘Track Plan by Actual Values
tutorialspointMS Project 2013,
9. ADVANCED SCHEDULING... S7
57
61
Enter a Recurring Task 61
View Critical Path. 62
Check Resource Allocations 63
Resolve Resource Over Allocatior
65
Level Overallocated Resources 69
Check Plan’s Cost, n
10, PROJECT STATUS REPORTING .. 78
Task Slippage 75
Task Costs 76
Resource Cost.. 7
Project Report. 78
tutorialspoint1. MS Project 2013 — Settings
Each one of you might be using a different setting for MS Project 2013. To ensure the
results are not different from what is shown in this tutorials, ensure the settings as follows.
Remember all these are the default settings you will have when you first install MS Project
2013 on your computer.
Step 1: File -> Options -> General tab -> Project view -> Default view.
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Select "Gantt with Timeline” from the dropdown box.
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Step 2: File -> Options -> Display tab -> Show Indicators and Options Buttons For.
Check all options.
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Step 3: File -> Options -> Schedule tab -> Schedule -> Show Assignment Units.
Choose “percentage” from the dropdown box.
Step 4: File -> Options -> Schedule tab -> Calculation -> Calculate Project after Each
Edit.
Check the On button.
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Step -> Options -> Save tab -> Save projects -> Save Files In this format.
Select Project (*.mpp)
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Step 6: File -> Options -> Advanced tab -> Edit.
Check all options.
Step 7: File -> Options -> Advanced tab -> Display -> Show Status Bar -> Show Scroll
Bar.
Both options, Status Bar and Scroll Bar should be checked.
tutorialspointMS Project 2013
Step 8: Resources -> Level -> Leveling Options -> Leveling Calculations.
Set to manual.
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Step 9: Resources -> Level -> Leveling Options -> Leveling calcula!
Overallocations.
ions -> Look for
Select “Day By Day” from dropdown box.
tutorialspoint2. MS Project 2013 — Introduction
Microsoft Project is @ project management software program developed and sold by
Microsoft, designed to assist a project manager in developing a schedule, assigning
resources to tasks, tracking progress, managing the budget, and analyzing workloads.
Project creates budgets based on assignment work and resource rates. As resources are
assigned to tasks and assignment work estimated, the program calculates the cost, equal
to the work times the rate, which rolls up to the task level and then to any summary task,
and finally to the project level.
Each resource can have its own calendar, which defines what days and shifts a resource
is available. Microsoft Project is not suitable for solving problems of available materials
(resources) constrained production. Additional software is necessary to manage a complex
facility that produces physical goods.
Project Management
MS Project is feature rich, but project management techniques are required to drive a
project effectively. A lot of project managers get confused between a schedule and a plan.
MS Project can help you in creating a Schedule for the project even with the provided
constraints. It cannot Plan for you. As a project manager you should be able to answer the
following specific questions as part of the planning process to develop a schedule. MS
Project cannot answer these for you
+ What tasks need to be performed to create the deliverables of the project and in
what order? This relates to the scope of the project.
+ What are the time constraints and deadlines if any, for different tasks and for the
project as a whole? This relates to the schedule of the project.
+ What kind of resources (man/machine/material) are needed to perform each task?
= How much will each task cost to accomplish? This would relate to the cost of the
project.
+ What kind of risk do we have associated with a particular schedule for the project?
This might affect the scope, cost and time constraints of your project.
Strictly speaking, from the perspective of Project Management Methodology, a Plan and
Schedule are not the same. A plan is a detailed action-oriented, experience and
knowledge-based exercise which considers all elements of strategy, scope, cost, time,
resources, quality and risk for the project.
‘Scheduling is the science of using mathematical calculations and logic to generate time-
effective sequence of task considering any resource and cost constraints. Schedule is part
of the Plan. In Project Management Methodology, schedule would only mean listing of a
project's milestones, tasks/activities, and deliverables, with start and finish dates. Of
course the schedule is linked with resources, budgets and dependencies.
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