Lesson 1: Project Basics 1
Lesson Skill Matrix 1
Key Terms 2
Software Orientation 2
Starting Microsoft Project Standard 3
Creating a Project Plan 5
Opening a New Project Plan 5
Specifying the Project's Start Date 5
Saving the Newly Created Project Plan 6
Defining Project Calendars 7
Entering Tasks and Task Details 9
Entering Tasks 9
Software Orientation 11
Estimating Durations 11
Creating a Milestone 13
Organizing Tasks Into Phases 14
Linking Tasks 16
Linking Two Tasks 17
Linking Several Tasks 18
Linking Milestones 19
Documenting Tasks 20
Entering Task Notes 21
Adding a Hyperlink 22
Reviewing the Project Plan's Duration 22
Summary Skill Matrix 24
Assessment 24
Knowledge Assessment 24
Competency Assessment 25
Proficiency Assessment 26
Mastery Assessment 27
Internet Ready 28
Lesson 2: Establishing Resources 29
Lesson Skill Matrix 29
Key Terms 29
Software Orientation 30
Establishing People Resources 31
Establishing Individual People Resources 31
Establishing a Group Resource 32
Establishing Equipment Resources 33
Establishing Material Resources 35
Establishing Cost Resources 36
Establishing Resource Pay Rates 37
Adjusting Resource Working Times 39
Establishing Nonworking Times 39
Establishing Specific Work Schedules 40
Adding Resource Notes 42
Summary Skill Matrix 42
Assessment 43
Knowledge Assessment 43
Competency Assessment 45
Proficiency Assessment 46
Mastery Assessment 47
Internet Ready 47
Lesson 3: Resource and Task Assignments 48
Lesson Skill Matrix 48
Key Terms 48
Software Orientation 49
Assigning Work Resources to Tasks 50
Making Individual Resource Assignments 50
Assigning Multiple Resources Simultaneously 52
Adding More Resource Assignments to Tasks 53
Adding Resources to a Task 53
Using a Smart Tag to Assign Resources 55
Assigning Material Resources to Tasks 58
Assigning Cost Resources to Tasks 59
Summary Skill Matrix 60
Assessment 60
Knowledge Assessment 60
Competency Assessment 62
Proficiency Assessment 63
Mastery Assessment 64
Internet Ready 64
Lesson 4: Refining Your Project Plan 65
Lesson Skill Matrix 65
Key Terms 65
Software Orientation 66
Applying a Task Calendar to an Individual Task 66
Changing Task Types 69
Using the Scheduling Formula to Change Task Types 69
Using the Task Information Dialog Box to Change a Task Type 71
Splitting a Task 72
Establishing Recurring Tasks 74
Setting Up a Recurring Task 74
Assigning Resources to a Recurring Task 76
Applying Task Constraints 77
Reviewing the Project's Critical Path 81
Viewing Resource Allocations Over Time 83
Summary Skill Matrix 87
Assessment 87
Knowledge Assessment 87
Competency Assessment 88
Proficiency Assessment 89
Mastery Assessment 90
Internet Ready 90
Lesson 5: Project Information: Sorting, Grouping, and Filtering 91
Lesson Skill Matrix 91
Key Terms 91
Software Orientation 92
Sorting Data 92
Grouping Data 96
Filtering Data 99
Creating and Applying a Filter 99
Creating a Custom Filter 101
Summary Skill Matrix 102
Assessment 102
Knowledge Assessment 102
Competency Assessment 104
Proficiency Assessment 105
Mastery Assessment 105
Internet Ready 106
Workplace Ready 107
Circling Back 109
Lesson 6: Project Plan Formatting-Fundamentals 113
Lesson Skill Matrix 113
Key Terms 113
Software Orientation 114
Gantt Chart Formatting 114
Modifying the Gantt Chart Using the Bar Styles Dialog Box 115
Modifying the Gantt Chart Using the Gantt Chart Wizard 117
Drawing in a Gantt Chart 119
Changing Text Appearance in a View 121
Creating and Editing Tables 124
Creating Custom Views 126
Summary Skill Matrix 127
Assessment 127
Knowledge Assessment 127
Competency Assessment 128
Proficiency Assessment 129
Mastery Assessment 130
Internet Ready 131
Lesson 7: Project Information: Customizing and Printing 132
Lesson Skill Matrix 132
Key Terms 132
Software Orientation 133
Customizing and Printing a View 133
Customizing and Printing Reports 137
Summary Skill Matrix 140
Assessment 140
Knowledge Assessment 140
Competency Assessment 142
Proficiency Assessment 143
Mastery Assessment 144
Internet Ready 145
Lesson 8: Project Plan Tracking-Fundamentals 146
Lesson Skill Matrix 146
Key Terms 146
Software Orientation 147
Establishing a Project Baseline 147
Tracking a Project as Scheduled 150
Entering the Completion Percentage for a Task 151
Tasks and Assignments: Tracking Timephased Actual Work 153
Identifying Over Budget Tasks and Resources 156
Identifying Time and Schedule Problems 159
Summary Skill Matrix 161
Assessment 161
Knowledge Assessment 161
Competency Assessment 162
Proficiency Assessment 163
Mastery Assessment 164
Internet Ready 164
Lesson 9: Managing Multiple Projects 165
Lesson Skill Matrix 165
Key Terms 165
Software Orientation 166
Managing Consolidated Projects 166
Creating Dependencies between Projects 169
Summary Skill Matrix 172
Assessment 173
Knowledge Assessment 173
Competency Assessment 174
Proficiency Assessment 175
Mastery Assessment 176
Internet Ready 177
Lesson 10: Integrating Microsoft Project with Other Programs 178
Lesson Skill Matrix 178
Key Terms 178
Software Orientation 179
Using a GIF Image to Display Project Information 179
Copying and Pasting with Microsoft Project 182
Using Other File Formats in Microsoft Project 184
Summary Skill Matrix 186
Assessment 187
Knowledge Assessment 187
Competency Assessment 188
Proficiency Assessment 189
Mastery Assessment 190
Internet Ready 191
Circling Back 192
Lesson 11: Fine-Tuning Tasks 195
Lesson Skill Matrix 195
Key Terms 195
Software Orientation 196
Managing Task Constraints and Dependencies 196
Setting Deadline Dates 199
Establishing Task Priorities 201
Summary Skill Matrix 202
Assessment 203
Knowledge Assessment 203
Competency Assessment 205
Proficiency Assessment 205
Mastery Assessment 206
Internet Ready 207
Lesson 12: Fine-Tuning Resources 208
Lesson Skill Matrix 208
Key Terms 208
Entering Material Resource Consumption Rates 209
Entering Costs Per Use for Resources 210
Assigning Multiple Pay Rates for a Resource 211
Apply Different Cost Rates to Assignments 213
Specifying Resource Availability at Different Times 214
Resolving Resource Overallocations Manually 216
Software Orientation 220
Leveling Overallocated Resources 221
Summary Skill Matrix 224
Assessment 224
Knowledge Assessment 224
Competency Assessment 225
Proficiency Assessment 226
Mastery Assessment 227
Internet Ready 227
Lesson 13: Project Plan Optimization 228
Lesson Skill Matrix 228
Key Terms 228
Software Orientation 229
Making Time and Date Adjustments 229
Viewing the Project's Critical Path 231
Delaying the Start of Assignments 234
Applying Contours to Assignments 235
Applying a Contour to a Resource Assignment 235
Manually Editing a Task Assignment 237
Optimizing the Project Plan 238
Identifying the Project Finish Date and Total Cost 239
Compressing the Project Plan 240
Summary Skill Matrix 244
Assessment 244
Knowledge Assessment 244
Competency Assessment 246
Proficiency Assessment 247
Mastery Assessment 248
Internet Ready 248
Lesson 14: Advanced Project Plan Formatting 249
Lesson Skill Matrix 249
Key Terms 249
Software Orientation 250
Customizing the Calendar View 250
Using Task IDs and WBS Codes 253
Formatting the Network Diagram 257
Customizing and Printing Reports 260
Summary Skill Matrix 262
Assessment 262
Knowledge Assessment 262
Competency Assessment 263
Proficiency Assessment 264
Mastery Assessment 265
Internet Ready 265
Lesson 15: Advanced Project Plan Tracking 266
Lesson Skill Matrix 266
Key Terms 266
Software Orientation 267
Recording Actual Start, Finish, and Duration Values of Tasks 268
Adjusting Remaining Work or Duration of Tasks 271
Rescheduling Uncompleted Work 274
Saving an Interim Plan 275
Comparing Baseline, Interim, and Actual Plans 276
Reporting Project Status 278
Evaluating Performance with Earned Value Analysis 280
Summary Skill Matrix 284
Assessment 284
Knowledge Assessment 284
Competency Assessment 286
Proficiency Assessment 287
Mastery Assessment 287
Internet Ready 288
Lesson 16: Working with Resource Pools 289
Lesson Skill Matrix 289
Key Terms 289
Software Orientation 290
Developing a Resource Pool 290
Viewing Assignment Details in a Resource Pool 294
Revising Assignments in a Sharer Plan 295
Updating Resource Information in a Resource Pool 297
Updating Working Time for All Projects in a Resource Pool 299
Adding New Project Plans to a Resource Pool 301
Revising a Sharer Plan and Updating a Resource Pool 302
Summary Skill Matrix 304
Assessment 305
Knowledge Assessment 305
Competency Assessment 306
Proficiency Assessment 307
Mastery Assessment 308
Internet Ready 309
Lesson 17: Customizing Microsoft Project 310
Lesson Skill Matrix 310
Key Terms 310
Software Orientation 311
Defining General Preferences 311
Working with Templates 313
Working with the Organizer 314
Working with Macros 318
Summary Skill Matrix 320
Assessment 320
Knowledge Assessment 320
Competency Assessment 321
Proficiency Assessment 322
Mastery Assessment 323
Internet Ready 323
Workplace Ready 324
Circling Back 325
Appendix A 329
Glossary 330
Index 334
