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Microsoft Project 2016 Step by Step

Book Description

The quick way to learn Microsoft Project 2016!

This is learning made easy. Get more done quickly with Project 2016. Jump in wherever you need answers–brisk lessons and colorful screenshots show you exactly what to do, step by step.

  • Quickly start a new plan, build task lists, and assign resources

  • Share your plan and track your progress

  • Capture and fine-tune work and cost details

  • Use Gantt charts and other views and reports to visualize project schedules

  • Share resources across multiple plans and consolidate projects

  • Master project management best practices while you learn Project

  • Look up just the tasks and lessons you need

  • Table of Contents

    1. Cover
    2. Title Page
    3. Copyright Page
    4. Contents
    5. Introduction
      1. Who this book is for
      2. The Step by Step approach
      3. Download the practice files
      4. Ebook edition
      5. Get support and give feedback
        1. Errata and support
        2. We want to hear from you
        3. Stay in touch
    6. Part 1: Get started with Microsoft Project
      1. 1. Project, project management, and you
        1. Meet the Project program
        2. Meet the Project family
        3. See the new features in Project 2016
          1. What was new in Project 2013
          2. What was new in Project 2010
        4. Take a project manager’s perspective
          1. Let’s get started!
      2. 2. Take a guided tour
        1. Explore the Project user interface
        2. Manage files and set options in the Backstage view
        3. Work with schedule details in views
        4. Use reports to check a plan’s status
        5. Skills review
        6. Practice tasks
          1. Manage files and set options in the Backstage view
          2. Work with schedule details in views
          3. Use reports to check a plan’s status
    7. Part 2: Simple scheduling basics
      1. 3. Start a new plan
        1. Create a new plan and set its start date
        2. Set nonworking days in the project calendar
        3. Enter the plan title and other properties
        4. Skills review
        5. Practice tasks
          1. Create a new plan and set its start date
          2. Set nonworking days in the project calendar
          3. Enter the plan title and other properties
      2. 4. Build a task list
        1. Create tasks
        2. Enter task durations and dates
        3. Enter milestone tasks
        4. Create summary tasks to outline the plan
        5. Link tasks to create dependencies
        6. Switch task scheduling from manual to automatic
        7. Check a plan’s duration and finish date
        8. Document task information
        9. Skills review
        10. Practice tasks
          1. Create tasks
          2. Enter task durations and dates
          3. Enter milestone tasks
          4. Create summary tasks to outline the plan
          5. Link tasks to create dependencies
          6. Switch task scheduling from manual to automatic
          7. Check a plan’s duration and finish date
          8. Document task information
      3. 5. Set up resources
        1. Set up work resources
        2. Enter the maximum capacity for work resources
        3. Enter work resource pay rates
        4. Adjust working time in a resource calendar
        5. Set up cost resources
        6. Document resources by using notes
        7. Skills review
        8. Practice tasks
          1. Set up work resources
          2. Enter the maximum capacity for work resources
          3. Enter work resource pay rates
          4. Adjust working time in a resource calendar
          5. Set up cost resources
          6. Document resources by using notes
      4. 6. Assign resources to tasks
        1. Assign work resources to tasks
        2. Control work when adding or removing resource assignments
        3. Assign cost resources to tasks
        4. Check the plan after assigning resources
        5. Skills review
        6. Practice tasks
          1. Assign work resources to tasks
          2. Control work when adding or removing resource assignments
          3. Assign cost resources to tasks
          4. Check the plan after assigning resources
      5. 7. Format and share your plan
        1. Customize a Gantt chart view
        2. Add tasks to a Timeline view
        3. Customize reports
        4. Copy views and reports
        5. Print views and reports
        6. Skills review
        7. Practice tasks
          1. Customize a Gantt chart view
          2. Add tasks to a Timeline view
          3. Customize reports
          4. Copy views and reports
          5. Print views and reports
      6. 8. Track progress: Basic techniques
        1. Understand progress tracking
        2. Save a baseline of your plan
        3. Track a plan as scheduled
        4. Enter a task’s completion percentage
        5. Enter actual values for tasks
        6. Skills review
        7. Practice tasks
          1. Save a baseline of your plan
          2. Track a plan as scheduled
          3. Enter a task’s completion percentage
          4. Enter actual values for tasks
    8. Part 3: Advanced scheduling techniques
      1. 9. Fine-tune task scheduling
        1. See task relationships by using Task Path
        2. Adjust task link relationships
        3. Control task scheduling by using constraints
        4. Interrupt work on a task
        5. Adjust working time for individual tasks
        6. Control task scheduling by using task types
        7. See task schedule details by using the Task Inspector
        8. Skills review
        9. Practice tasks
          1. See task relationships by using Task Path
          2. Adjust task link relationships
          3. Control task scheduling by using constraints
          4. Interrupt work on a task
          5. Adjust working time for individual tasks
          6. Control task scheduling by using task types
          7. See task schedule details by using the Task Inspector
      2. 10. Fine-tune task details
        1. Enter deadline dates
        2. Enter fixed costs
        3. Create a recurring task
        4. View the plan’s critical path
        5. Schedule summary tasks manually
        6. Skills review
        7. Practice tasks
          1. Enter deadline dates
          2. Enter fixed costs
          3. Create a recurring task
          4. View the plan’s critical path
          5. Schedule summary tasks manually
      3. 11. Fine-tune resource and assignment details
        1. Change resource availability over multiple date ranges
        2. Work with multiple resource pay rates
        3. Change resource pay rates over different date ranges
        4. Delay the start of assignments
        5. Apply contours to assignments
        6. Create and assign material resources
        7. View resource capacity
        8. Adjust assignments in the Team Planner view (Project Professional only)
        9. Skills review
        10. Practice tasks
          1. Change resource availability over multiple date ranges
          2. Work with multiple resource pay rates
          3. Change resource pay rates over different date ranges
          4. Delay the start of assignments
          5. Apply contours to assignments
          6. Create and assign material resources
          7. View resource capacity
          8. Adjust assignments in the Team Planner view (Project Professional only)
      4. 12. Fine-tune the Project plan
        1. Examine resource allocations over time
        2. Resolve resource overallocations manually
        3. Level overallocated resources
        4. Check the plan’s cost and finish date
        5. Inactivate tasks (Project Professional only)
        6. Skills review
        7. Practice tasks
          1. Examine resource allocations over time
          2. Resolve resource overallocations manually
          3. Level overallocated resources
          4. Check the plan’s cost and finish date
          5. Inactivate tasks (Project Professional only)
      5. 13. Organize plan details
        1. Sort plan details
        2. Group plan details
        3. Filter plan details
        4. Create new tables
        5. Create new views
        6. Skills review
        7. Practice tasks
          1. Sort plan details
          2. Group plan details
          3. Filter plan details
          4. Create new tables
          5. Create new views
      6. 14. Track progress: Detailed techniques
        1. Update a baseline
        2. Track actual and remaining work for tasks and assignments
        3. Track timephased actual work for tasks and assignments
        4. Reschedule incomplete work
        5. Skills review
        6. Practice tasks
          1. Update a baseline
          2. Track actual and remaining work for tasks and assignments
          3. Track timephased actual work for tasks and assignments
          4. Reschedule incomplete work
      7. 15. View and report project status
        1. Examine a plan’s variance
        2. Identify tasks that have slipped
        3. Examine task costs
        4. Examine resource costs
        5. Skills review
        6. Practice tasks
          1. Examine a plan’s variance
          2. Identify tasks that have slipped
          3. Examine task costs
          4. Examine resource costs
    9. Part 4: In-depth and special subjects
      1. 16. Format and print views: In-depth techniques
        1. Format a Gantt chart view
        2. Format a Timeline view
        3. Format a Network Diagram view
        4. Format a Calendar view
        5. Print and export views
        6. Skills review
        7. Practice tasks
          1. Format a Gantt chart view
          2. Format a Timeline view
          3. Format a Network Diagram view
          4. Format a Calendar view
          5. Print and export views
      2. 17. Format reports: In-depth techniques
        1. Create a custom report
        2. Customize charts in a report
        3. Customize tables in a report
        4. Skills review
        5. Practice tasks
          1. Create a custom report
          2. Customize charts in a report
          3. Customize tables in a report
      3. 18. Customize Project
        1. Share custom elements between plans
        2. Record and run macros
        3. Edit macros
        4. Customize the ribbon and Quick Access Toolbar
        5. Skills review
        6. Practice tasks
          1. Share custom elements between plans
          2. Record and run macros
          3. Edit macros
          4. Customize the ribbon and Quick Access Toolbar
      4. 19. Share information with other programs
        1. Copy Project data to and from other programs
        2. Open files in other formats in Project
        3. Save to other file formats from Project
        4. Generate reports with Excel and Visio
        5. Skills review
        6. Practice tasks
          1. Copy Project data to and from other programs
          2. Open files in other formats in Project
          3. Save to other file formats from Project
          4. Generate reports with Excel and Visio
      5. 20. Consolidate projects and resources
        1. Share a resource pool across multiple plans
        2. Consolidate plans
        3. Create dependencies between plans
        4. Skills review
        5. Practice tasks
          1. Share a resource pool across multiple plans
          2. Consolidate plans
          3. Create dependencies between plans
    10. Appendix A. A short course in project management
      1. Understand what defines a project
      2. The project triangle: View projects in terms of time, cost, and scope
        1. Time
        2. Cost
        3. Scope
      3. Time, cost, and scope: Manage project constraints
        1. You have less time
        2. You have fewer resources
        3. You have more work
      4. Manage your projects with Project
    11. Appendix B. Develop your project-management skills
      1. Join a Project learning community
      2. Join a project-management learning community
    12. Appendix C. Collaborate: Project, SharePoint, and PWA
      1. Share your plan by using SharePoint
        1. Sources for more information
      2. Team collaboration with Project Web App
        1. Sources for more information
      3. Project portfolio management
        1. Sources for more information
    13. Appendix D. Use this book in a classroom
      1. Match content to instructional needs
      2. Teach project management with Project
    14. Glossary
    15. Index
    16. About the authors
      1. Acknowledgments
    17. Survey