The Basics of Microsoft Project - Step 2

The Basics of Microsoft Project

André Sanz

…or how to avoid using Excel to manage a project schedule..!

Step 2: Defining basic Project information & Loading Project

AgendaThe Basics of Microsoft Project

Creating & Assigning a Project calendar Defining basic Project information Loading Project resources Creating a top-level WBS (Summary Tasks) Loading each top-level WBS (Subtasks) Task Types, Durations & Predecessors Filtering & Reports

Defining Basic Project Information

Defining Basic Project InformationThe Basics of Microsoft Project

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3Select your Project start date (Default Calendar should be set from prior step)

Select OK when finished

Select Project tab, then Project Information

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Then Select File > Save and save

your Project Schedule

Loading Project Resources

Loading Project ResourcesThe Basics of Microsoft Project

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From the Task tab, select the View drop-down

From the View drop-down, select the Resource SheetSelect the

Resources tab, Add Resources and select the Address Book

Loading Project ResourcesThe Basics of Microsoft Project

Search in the Global Address Book for those you’re looking to add to your project.

Select Add

Once the list is complete, select OK

Loading Project ResourcesThe Basics of Microsoft Project

Be sure the update the resource initials (important as you add resources, and your resource list gets larger)

Update the base calendar (created earlier) used by each resource so non-working time is reflected properly for all resources

Repeat as needed to add additional resources at any time

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