Transcription
Microsoft Project2019Step by StepCindy LewisCarl ChatfieldTimothy Johnson
Microsoft Project 2019 Step by StepPublished with the authorization of Microsoft Corporation by:Pearson Education, Inc.Copyright 2019 by Pearson Education, Inc.PublisherMark TaubAcquisitions EditorLoretta YatesAll rights reserved. This publication is protected by copyright, and permissionmust be obtained from the publisher prior to any prohibited reproduction,storage in a retrieval system, or transmission in any form or by any means,electronic, mechanical, photocopying, recording, or likewise. For informationregarding permissions, request forms, and the appropriate contacts within thePearson Education Global Rights & Permissions Department, please visit www.pearsoned.com/permissions/. No patent liability is assumed with respect tothe use of the information contained herein. Although every precaution hasbeen taken in the preparation of this book, the publisher and author assume noresponsibility for errors or omissions. Nor is any liability assumed for damagesresulting from the use of the information contained herein.Assistant Sponsoring EditorCharvi AroraISBN-13: 978-1-5093-0742-5ISBN-10: 1-5093-0742-7Copy EditorKrista HansingLibrary of Congress Control Number: 2019930824IndexerKen Johnson01 19TrademarksMicrosoft and the trademarks listed at http://www.microsoft.com on the“Trademarks” webpage are trademarks of the Microsoft group of companies. Allother marks are property of their respective owners.Warning and DisclaimerEvery effort has been made to make this book as complete and as accurate aspossible, but no warranty or fitness is implied. The information provided is onan “as is” basis. The authors, the publisher, and Microsoft Corporation shall haveneither liability nor responsibility to any person or entity with respect to anyloss or damages arising from the information contained in this book or from theprograms accompanying it.Special SalesFor information about buying this title in bulk quantities, or for special salesopportunities (which may include electronic versions; custom cover designs;and content particular to your business, training goals, marketing focus, orbranding interests), please contact our corporate sales department atcorpsales@pearsoned.com or (800) 382-3419.For government sales inquiries, please contact governmentsales@pearsoned.com.For questions about sales outside the U.S., please contact intlcs@pearson.com.Development EditorSonglin QiuManaging EditorSandra SchroederSenior Project EditorTonya SimpsonProofreaderAbigail ManheimTechnical EditorChristine FloraEditorial AssistantCindy TeetersCover DesignerTwist Creative, SeattleCompositorcodeMantra
Contents at a GlancePart 1: Get started with Microsoft Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11: Project, project management, and you . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32: Take a guided tour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Part 2: Simple scheduling basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353: Start a new plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .374: Build a task list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .495: Set up resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .796: Assign resources to tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .997: Format and share your plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1258: Track progress: Basic techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Part 3: Advanced scheduling techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1739: Fine-tune task scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17510: Fine-tune task details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20911: Fine-tune resource and assignment details . . . . . . . . . . . . . . . . . . . . . . . . . . 22712: Fine-tune the Project plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25513: Organize plan details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27914: Track progress: Detailed techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31115: View and report project status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .333Part 4: In-depth and special subjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35516: Format and print views: In-depth techniques . . . . . . . . . . . . . . . . . . . . . . . . 35717: Format reports: In-depth techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38718: Customize Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40319: Share information with other programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42320: Consolidate projects and resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44721: Use Agile project management with Project . . . . . . . . . . . . . . . . . . . . . . . . . 469iii
Part 5: Appendixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503A: A short course in project management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505B: Develop your project management skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515C: Collaborate: Project, SharePoint, and PWA . . . . . . . . . . . . . . . . . . . . . . . . . . . .519D: Use this book in a classroom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547About the authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567iv
ContentsAuthor Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviiiIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xixWho this book is for . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xixThe Step by Step approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xixDownload the practice files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxE-book edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiiAdapt procedure steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiiHow to get support & provide feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiiiErrata & book support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiiiStay in touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxivPart 1: Get started with Microsoft Project1Project, project management, and you . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Practice files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Meet the Project program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Meet the Project family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4See the new features in Project 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Review features in earlier versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6New in Project 2016 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6New in Project 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7New in Project 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Take a project manager’s perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Let’s get started! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10v
2Take a guided tour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Practice files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Explore the Project user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Manage files and set options in the Backstage view . . . . . . . . . . . . . . . . . . . . . . . . 18Work with schedule details in views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Use reports to check a plan’s status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Skills review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Explore the Project user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Manage files and set options in the Backstage view . . . . . . . . . . . . . . . . . . . . 32Work with schedule details in views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Use reports to check a plan’s status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Part 2: Simple scheduling basics3Start a new plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37Practice files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Create a new plan and set its start date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Set nonworking days in the project calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Enter the plan title and other properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Skills review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Create a new plan and set its start date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Set nonworking days in the project calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Enter the plan title and other properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464viBuild a task list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Practice files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Create tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Switch task scheduling from manual to automatic . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Enter task durations and estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Enter milestone tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Create summary tasks to outline the plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Link tasks to create dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Check a plan’s duration and finish date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Document task information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Skills review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Create tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Switch task scheduling from manual to automatic . . . . . . . . . . . . . . . . . . . . . . 72Enter task durations and estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Enter milestone tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Create summary tasks to outline the plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Link tasks to create dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Check a plan’s duration and finish date . . . . .
Cindy Lewis Carl Chatfi eld Timothy Johnson Microsoft Project 2019 Step by Step
