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Download free ebooks at replace.me Project is a powerful application that allows you to plan, resource, manage and report on a project no matter. How To Use This Guide This manual should be used as a point of reference following attendance of the introductory level Project training course.
 
 

Microsoft projects 2010 manual pdf free download

As far as I know there is no “user manual” as such, user manuals went away several versions ago. In today’s world, the “user manual” is an online or local database of help topics.

There are also several public forums, such as this one, that users can ask for help on specific items. Forums are not “manned” by Microsoft employees but by experienced users who give freely of there time to help others.

Is there something specific you want to know? Keep in mind that this particular part of this forum is for Microsoft Project questions only. Was this reply helpful? Yes No. Sorry this didn’t help. Thanks for your feedback. There no longer is any ‘user manual’ provided by MS. They expect you to know it all already. Or to pick it up by osmosis.

It is set for Word You can change the search criteria at the top of the page for other applications and subjects:. Laws of the seven R’s: “Always, always do the right thing for the right reason at the right time with the right people.

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How do can I access the user manual for Microsoft office word, excel, power point and project. This thread is locked. You can follow the question or vote as helpful, but you cannot reply to this thread. I have the same question 7.

Report abuse. Details required :. Cancel Submit. John – Project Volunteer Moderator. Hope this helps John. How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site. Rohn MVP. This site in other languages x.

Basic tasks in Project – Question Info

The Sheet pane displays a recurring task as a summary task consisting of subtasks. A Recurring Task icon appears in the Indicators field, next to the summary task. For each recurring task, task bars appear at regular intervals in the Chart pane. To insert a recurring task: 1 In the Task Name field, select the cell below where you want to insert a recurring task. In the Editing group on the Task tab. In the Task Name box.

This will be the name of the recurring task. To set the duration of the task to two hours. By default, Project sets recurring tasks to happen weekly. Under Recurrence pattern, select the First Friday of every month, as shown 5 Under Range of recurrence, observe the start date for the task By default, Project assigns the start date of the project as the first occurrence of a recurring task. Set the start date to the first Friday after the project start date Click OK To add the recurring task.

Point to the Recurring Task icon In the Indicators field. To display information about the recurring task. For example, you might prefer to view task information in Network Diagram view. Network Diagram view Network Diagram view displays the project as a flowchart to help you visualize and analyze task details and the links between them.

Boxes called nodes represent tasks. Lines connect the nodes to indicate task links. Summary tasks are represented by parallelograms, and subtasks are represented by rectangles. Each node displays task information, such as the task name, task ID, duration, and start and finish dates. Exhibit Nodes in Network Diagram view Do it! This view displays information in the form of a flowchart.

Task scheduling 4 Locate the summary tasks 3—11 Summary tasks are represented by parallelograms. In the status bar, click where shown To see more of the tasks. They are represented by boxes nodes. Arrows represent the links between them. Even with the boxes collapsed, you can point to a node to display task details. To return to the default node formatting. As you review task relationships, you might find that some tasks do not actually depend on each other as indicated in the schedule.

You can reschedule tasks by modifying the task links. You can do this in Gantt Chart view and Network Diagram view. When you modify a task relationship, Project automatically recalculates the project schedule. Task relationships When you link tasks, you can establish different task relationships, depending on the circumstances.

The dependencies you use will affect the project schedule. By default, Project assigns a Finish-to-Start link. If two tasks can run concurrently, you can apply a Start-to-Start dependency. The following table describes the available task dependencies and shows how each dependency is displayed in a Gantt chart.

To modify a task dependency, double-click the link line to open the Task Dependency dialog box, shown in Exhibit From the Type list, select the type of task relationship you want to use. Then click OK. Exhibit The Task Dependency dialog box Task scheduling 3—13 Scrolling the Chart pane Perhaps the easiest way to navigate the Chart pane is to use the new Timeline. If you want to see more of the Chart pane, you can drag the edge of the Timeline to the right so that more calendar days are visible.

This compresses the Gantt bars, but they retain their relative sizes. You can also use the Timeline to scroll to view specific tasks. When you point to the horizontal bar above the Timeline, it turns dark blue.

Drag it to the left or right to scroll the Chart pane. You can use the Go To dialog box to quickly jump to a task. Critical tasks Critical tasks are tasks that must be completed on schedule for a project to be finished on time. In Network Diagram view, critical tasks are shown in red. Tasks that are not critical remain blue by default. It changes as tasks are completed or delayed or when dependencies between tasks are changed.

This is a fast way to go directly to a specific task, particularly in Network Diagram view. To go to and select task 10 Select architect. This task is not currently a critical task. You want to change this task relationship. You can also click link lines in Gantt Chart view to open this dialog box. The start dates of the two tasks are now the same. Drag from the middle of task 9 to the middle of task 11 To create a link between tasks 9 and 11, because the architect cannot begin drawing plans until everything is approved.

Select 1 month and click OK To view one month of time in the Chart pane. Drag to the right, past March To expand the Timeline to display all Pre-construction subtasks.

This is an efficient way to navigate your project. To manage your project efficiently and effectively, you also need to set task types and constraints.

Even if you increase the resources allocated to the task, the duration will remain the same. For example, say that a task has a fixed duration of two days, and two resources are assigned to it. Even if another resource is added to the task, Project will not change the duration. Fixed Work In a Fixed Work task, the total work to be performed has a constant value. The total amount of work performed on a task is the sum of resources used on that task.

For example, if three resources work an eight-hour schedule for two days, the total work performed on the task is 48 hours 3 resources multiplied by 8 hours multiplied by 2 days. Therefore, the task has a fixed work value of 48 hours. Fixed Unit A Fixed Unit task has a constant quantity or units-of-resource value. For example, tasks that require wood or paint are fixed-unit tasks because such resources remain constant, regardless of any change in task duration. No matter how many resources are assigned to this task, it will still take two weeks to complete.

Click OK To apply the settings. From the Task type list, select 4 Save your changes Task scheduling 3—17 Task constraints Explanation Constraints are limitations imposed on tasks. When planning a project, you need to be aware of external factors such as deadlines and the availability of resources.

You can set task constraints to control the start and finish dates of a task. The following table describes the task constraints you can apply.

Project schedules a task with this constraint from the finish date of the project. As Soon As Possible Schedules a task to begin as early as possible.

This is the default task constraint when you schedule a task from the start date of the project. Finish No Earlier Than Schedules a task to finish on or after a specified date. A task with this constraint cannot finish before the specified date. Finish No Later Than Schedules a task to finish on or before a specified date. A task with this constraint cannot finish after the specified date. Must Finish On Schedules a task to finish on the specified date.

Must Start On Schedules a task to start on a specified date. Start No Earlier Than Schedules a task to start on or after a specified date. Start No Later Than Schedules a task to start on or before a specified date. From the Constraint type list, select Finish No Later Than To set the project to finish no later than a specified date. Observe the Indicators field A Task Constraint icon is displayed for task Point to the Task Constraint icon A ScreenTip appears, showing details of the constraint set for this task.

You learned about task dependencies, and you learned how to link and unlink tasks. You learned how to change task predecessors to fine-tune a schedule, and how to set lag time and lead time. Finally, you learned how to insert recurring tasks. Topic B In this topic, you learned how to work in Network Diagram view. You learned how to link tasks in this view and modify task relationships.

You also learned how to use the Go To dialog box to go directly to a task, and how to navigate a Gantt chart by using the Timeline. You also learned about various task constraints and how to apply them.

Hint: Press and hold Ctrl to select both tasks. Set the duration to 1 hr, and set it to occur once weekly, every Monday. Use the Go To dialog box to jump to task Continue with the constraint, allowing any scheduling conflicts that might arise.

To do this, you link tasks. You might need to make adjustments afterward, such as modifying dependencies or unlinking some tasks. Dependencies between tasks define the way in which tasks are related or linked.

True 3 What is lag time? Lag time adds extra time after the completion of a task. Select the tasks and click the Link Tasks button on the Task tab. To modify task relationships, you need to use Network Diagram view. You can modify task dependencies in Network Diagram view or Gantt Chart view. This describes which of the following task dependencies? B Create a resource pool and a resource calendar, assign resources to tasks, and create and apply a task calendar. C Enter resource costs, and use the Cost table.

A base calendar defines the working days and working hours for a project. Creating a base calendar Every project is linked to a base calendar. Project provides three calendars: Standard, 24 Hour, and Night Shift. The Standard calendar is the default base calendar.

It uses a Monday-through-Friday work week, working hours from 8 AM to 5 PM with an hour off at noon , and no holidays. You can use any built-in calendar or create a base calendar of your own. Every organization has its own working hours. When you designate a day as a working day, it applies to all months. When you designate a day as a nonworking day, it applies to only that month. Project then schedules all tasks, taking into account designated holidays and nonworking time.

Click OK. When you save your project file, changes in the base calendar are also saved in the project file. It displays the current month with default working times. Nonworking days do not have working times listed to the right of the calendar. Type Outlander office In the Name box. To give the calendar a name. The name of the new base calendar is displayed. To declare this a nonworking day. This is the completion milestone.

Project Information 14 Observe the Calendar list box The default calendar, Standard, is still applied to the project. Outlander office construction Click OK 16 Observe the completion date 17 Save and close the project file To close the dialog box.

You have to determine the resources people, tools, equipment, and materials and the quantity of each resource that will be required for the project. Based on availability, you assign resources to individual tasks to meet the goals and objectives of the project. The resource pool The list of resources needed to complete a project is called the resource pool. It is critical that you refer to the Work Breakdown Structure, project objectives, and organizational policies when you plan your resources.

This helps you to effectively assign resources based on their skills, the project requirements, and project costs.

You can add work resources, cost resources, and material resources to your project plan. A work resource performs work on a task. Common examples of work resources are people and equipment.

A cost resource is a fixed amount of money applied to a task without making the cost dependent on work performed. For example, storage facility costs and airfare are cost resources. Paint, wood, steel, and fuel are examples of material resources. The Resource Sheet You create a resource pool in Resource Sheet view, which resembles a spreadsheet with columns and rows. You can enter such information as resource name and type, material label, group, standard and overtime rates, cost, and the calendar the resource uses.

You can review and edit information about any resource in Resource Sheet view. The column headings indicate where to enter resource information. For example, enter a name in the Resource Name field. Enter the type of resource, such as work, material, or cost, in the Type field. Enter a unit of measurement—such as gallons, if the material is paint—in the Material Label field. This field applies only to material resources, not to work or cost resources.

Use the Group field to specify a group, such as the department or category to which the resource belongs. This field applies only to work resources, not to material or cost resources. Resources and the base calendar You assign a calendar to a work resource in the Base Calendar field. Project applies the Standard calendar to all work resources unless you first apply a new base calendar to the project by using the Project Information dialog box.

Base calendars do not apply to material or cost resources. Resource management Do it! Press t To move to the next field. Observe the Type field By default, Project sets the resource type to Work and fills in several other default values.

Observe the Initials field Project automatically provides an initial for the resource name. Type David James and press t This will be the second resource name.

Press t To move to the Type field. Double-clicking the column border adjusts the column width to fit the widest cell in the column.

In the Material Label field for Paint, type gallons This is the unit of measurement for this resource. In the Group field, type Travel 10 Save and close the project file Resource calendars Explanation If you have created and applied a base calendar for your project before you start building your resource list, that calendar will automatically appear in the Base Calendar column for each work resource.

However, if the working and nonworking times of your project calendar do not coincide with the availability of a resource, you can create a resource calendar.

A resource calendar is specific to a particular resource. To create a resource calendar: 1 In Resource Sheet view, in the Name field, select the resource to which you want to assign a calendar.

You assign resources to tasks in Gantt Chart view. To assign resources: 1 Switch to Gantt Chart view. You can view the availability of resources by creating a resource graph. Tasks assigned to over-allocated resources can be reassigned to resources that are available.

By using resource graphs, you can also compare the availability of different resources. To open the Assign Resources dialog box. To assign Pat Leary as a resource for this task. Assigned resource names appear to the right of their corresponding task bars. To assign a single resource to multiple tasks: 1 Hold down Ctrl and select the tasks to which you want to assign a resource.

You can also open the dialog box first and then select tasks in the Sheet pane. Assigning multiple resources to a single task You can also assign multiple resources to carry out a single task. To do so: 1 Open the Assign Resources dialog box. Or select the task first and then open the Assign Resources dialog box.

You can also select an individual resource, click Assign, select another resource and click Assign, and so on until you have completed your resource assignments. In the Assign Resources dialog box. To assign the resource to multiple tasks. Excavate for foundation. Both Joe Simmons and the backhoe are needed to complete this task. Click Assign To assign multiple resources to a single task. Notice that Backhoe and Joe Simmons appear at the top of the list, with a checkmark next to each resource name.

Both resources are displayed next to the task bar. For example, resources might be available eight hours a day from Monday through Friday.

However, the tools for the tasks might require maintenance every Friday. You can use the task calendar to define an exception for scheduling individual tasks that require equipment that runs during nonworking time or requires maintenance during working time.

By default, a calendar is not assigned to a task. Project schedules the task according to the working and nonworking times in the project calendar. However, when a task calendar or a resource calendar is assigned to a task, it takes precedence over the project calendar. If you have a task calendar and a calendar for the resource assigned to the task, you are prompted to specify which calendar will have precedence over the other.

Click Delete To remove the project holiday for nonemployees. This occurs because the company calendar is currently applied to the project, and in it, March 9th is designated as a company holiday.

Subcontracted tasks Check Scheduling ignores resource calendars Click OK To specify that the task calendar takes precedence over the resource calendar. To apply the Subcontracted tasks calendar to this task. Point to the icon A ScreenTip appears, providing information about this task. However, you need to estimate costs carefully to determine your project budget. Project helps you calculate resource costs at both the individual and overall levels of a project.

You can enter resource costs in either Resource Sheet view or the Cost table. When you assign costs, Project calculates the overall cost of the project and the cost of individual tasks and resources.

You might have different types of costs for different types of resources. Cost types Resource and task costs can be categorized as being fixed or variable.

A fixed cost remains the same even if resources are added or taken away. For example, legal fees and permit fees are fixed costs. A variable cost varies with the frequency and amount of time a resource is used.

For example, a construction service company hires an excavator on an hourly basis. This cost varies depending on the number of hours the company needs the excavator. There are three types of variable costs: standard costs, overtime costs, and per-use costs.

They are described in the following table. Variable cost Description Standard cost The cost incurred to pay a resource for the hours the resource has worked on a task during the standard working hours as defined in a project. Overtime cost The cost incurred to pay a resource for the hours the resource has worked during overtime working hours as defined in a project.

Per-use cost The cost incurred for the use of every unit of a resource in a task. Per-use cost is commonly used for resource materials, such as gravel, wood, and paint. Project multiplies the per-use cost by the number of units of the material used for the task to determine the total cost for the task and the resource. This method adjusts the column width to fit the widest cell in the column.

Rate column, select the second cell Enter 30 If necessary. The default unit is hours. The Cost table is one of them. The Cost table displays cost-related information about project tasks; this information includes fixed costs, baseline costs, variances, actual costs, and remaining costs. Exhibit shows a Cost table in Task Sheet view. To display the Cost table, click the View tab, click Tables, and choose Cost.

The Total Cost field displays the cost for the task based on the standard rate of the resource. Project multiplies the value in the Std. Rate field for a resource by the number of days the resource is working on the task.

This resource is assigned to a task with a duration of four days. Enter Be sure to press Enter. The architect is paid by the job, not by the hour. Observe the Total Cost field for the task Pre-construction In row 7. The total cost for all subtasks has been updated. You learned how to create a base calendar and change working time. Topic B In this topic, you learned how to create a resource pool by using Resource Sheet view.

You learned how to create a resource calendar, assign resources to tasks, and create and apply a task calendar. Topic C In this topic, you learned how to record project costs. You learned how to enter resource costs in Resource Sheet view, and assign fixed costs by using the Cost table in Gantt Chart view. Hint: Open the Project Information dialog box.

Hint: Select Laurie Macurthy and click the Resource tab. Then click Information. When you create a base calendar, it is automatically applied to the current project. After you create a base calendar, you need to apply it to a project to establish the project calendar. Answers may vary but can include people and equipment. Answers may vary but can include paint, lumber, and fuel.

Answers may vary but can include storage facility costs, car rental fees, and airfare. A resource calendar typically applies to all resources on a project. To specify a working time that differs from the project calendar or from the calendars of assigned resources. Network Diagrams to show task relationships.

Outlining to group and arrange project tasks in hierarchical order. Filters to view selected information. Resource usage and Graph views and reports to quickly identify resource availability and costs. Custom fields so you can track additional information unique to your project. If time, money, or what your project accomplished were unlimited, you wouldn’t need to do project management. Unfortunately, most projects have a specific time limit, budget, and scope.

It is this combination of elements time, money, and scope that we refer to as the project triangle. These competing elements are also known as the triple constraints of a project. Understanding the project triangle will enable you to make better choices when you must make trade-offs.

For example, if you decide to adjust the project plan to: Bring in the scheduled finish date, you might end up with increased costs and a decreased scope. Meet the project budget, the result might be a longer schedule and a decreased scope. Increase scope, your project might take more time and cost more money in the form of resources, such as workers. Changes to your plan can affect the triangle in various ways, depending on your specific circumstances and the nature of your project.

For example, in some instances, shortening your schedule might increase costs. In other instances, it might actually decrease costs. In terms of the project triangle, resources are considered a cost item. So as you adjust resources to accommodate more or less work or to reflect their availability, your costs go up or down correspondingly. These costs are based on resource pay rates. You also may notice that as you adjust resources, your schedule changes.

For example, if you have several resources over allocations and you level the project, the schedule might now include split tasks and delays that extend the finish date. In most projects, at least one side of the triangle is “stuck,” meaning that you can’t change it.

On some projects, it’s the budget. No matter what, you won’t get more money for the project. On others, it’s the schedule;; the dates can’t change. Or it’s the scope;; there will be no change in deliverables The trick is in finding the “stuck” or fixed sides of your project’s triangle.

That tells you what you can change and where you can adjust if there’s a problem. Phrasing the problem as a statement can help you clarify which side of the triangle is in trouble. Knowing which side of your triangle can’t be changed will help you know where you can adjust. So when you begin optimizing, consider the following order of decisions. First, decide which of the three elements is fixed. This is typically the element most important to the success of your project finishing on time, on budget, or with the agreed-upon scope.

Then, determine which side your current problem occurs on. Once you’ve done that, you’ll know what elements you have to work with to get your project back on track. If the problem side and the fixed side are the same, you have the remaining two sides of the triangle to work with. For example, if your project has to finish on time and your problem is that it’s taking too long, you can adjust resources or adjust scope to get the project back on track.

If the problem side is different from the fixed side, you’ll want to optimize by adjusting the remaining side. For example, if your project has to finish on time and it’s grown in scope, you only have the cost side to play with by, for example, by adding resources.

Know that when you adjust one side of the triangle of time, money, and scope, the other two sides are likely to be affected. They can be affected positively or negatively, depending on the nature of your project. For example, if you adjusted your plan to bring in costs, check whether your finish date is still acceptable Lead and Lag Times Edit tables by adding and removing columns Change column labels Create a table The system will allow the user to organise these tables so they can be used to maximum effect.

The content of the table is also dependent on the area of project management they are used for. There is a difference between tables for Tasks and table for Resources.

Modifying Or Editing An Existing Table The idea of changing a table structure is to make its use more appropriate to the needs in terms of what information the user needs to view. For a task table there are over one hundred possible columns from which the structure can be chosen. For Resources the number of possible columns is approximately thirty. The following dialog box Figure will show a list of the fields that make up the table.

A space will appear and the new field can be selected. The structure of the table is built up by selecting the fields in the appropriate order. When you decide which type of table you would like to create click on the NEW button. OR Another option which saves time is to copy an existing table and add or remove fields as necessary and rename it. Add, edit or delete fields as covered in the previous section. Click OK to save the table.

There is no need to recreate them in other files we have the organiser tool to allow us to transfer these objects for reuse elsewhere The global template is the file that is used every time you create a new project file this works similarly in word and excel. It stores all the objects necessary to create a file with no data.

Using the organiser to transfer any of the objects we create into it every time we create a new project those objects will be available for use in the new file. This includes tables, views, filters, groups, reports, macros, calendars tasks or resource objects Even better when these objects are in the global template any file you open created from another source that lacks the useful objects you have been using you simply transfer them from the global template into the new file and they are then available for use.

If you have several project files open use the drop down arrows in the boxes to correctly identify the files. MPT file if a file from another source is being used copy the other way for your objects to be used in other files. When the transfer of objects is complete click the cross in the top right hand corner of the dialog to close the organiser. Creating any new project now will include the objects you have transferred ready for immediate use.

It is also possible to define in what way these dependencies exist. For example, if you have two tasks, “Dig foundation” and “Pour concrete,” the “Pour concrete” task cannot begin until the “Dig foundation” task is complete.

The dependent task can begin any time after the task that it depends on begins. The SS link type does not require that both tasks begin simultaneously. For example, if you have two tasks, “Pour concrete” and “Level concrete,” the “Level concrete” task cannot begin until the “Pour concrete” task begins. The dependent task can be completed any time after the task that it depends on is completed. The FF link type does not require that both tasks be completed simultaneously.

For example, if you have two tasks, “Add wiring” and “Inspect electrical,” the “Inspect electrical” task cannot be completed until the “Add wiring” task is completed.

The dependent task can be completed any time after the task that it depends on begins. The SF link type does not require that the dependent task be completed concurrent with the beginning of the task on which it depends.

For example, the roof trusses for your construction project are built offsite. Two of the tasks in your project are “Truss delivery” and “Assemble roof. The FS link is by default not shown in the predecessors column but add one of the other link type contractions after the predecessor number and press enter the link will change and the result shown in the Gantt chart.

The picture below shows a start to start relationship. Click OK when you have made the necessary adjustments More Links, Lead And Lag Times From the previous examples you have seen in the task information dialog, predecessors tab and in the task dependency dialog a box called lag this is a box allows you to fine tune these Link relationships by specifying Lag or Lead times as required.

You enter the lead time as a negative value Lag A Lag time is a delay between two tasks that are linked by a dependency. For example, if there must be a two-day delay between the finish of one task and the start of another, you can establish a finish-to-start dependency and specify two days of lag time for the successor task. You enter the lag time as a positive value.

Applying lead and lag time in the dialog boxes should now be easy but the method of entering it in the predecessors column may not be so obvious although it is the most efficient way of working with your links You may return to the standard Gantt view at any time by using the VIEW button and selecting a different view. From this form the data relating to the specific task can be changed which includes progress information. Where progress data is being entered, Actual should be selected.

Actual Start Date and time for the Task. Actual Completion date and time for the Task, if completed. This box can set up a specific constraint on the start or end date for the task. There are a fixed number of choices which are shown in a list for selection. The priority relates to which tasks can be delayed. If nothing is entered, ID number is shown. This will be looked at in more depth later. It also includes boxes for Rollup and Hide Gantt Bar.

Predecessors Shows any predecessors set and allows you to add others, change the relationship and introduce Lag or Lead time. Resources You can add or modify resources plus change the task from being resource driven to fixed duration.

Notes This allows you to add a note. This could be a fuller description of the task, allowing you to use a cryptic title. Custom Fields This allows you to add custom fields to the task.

We have already seen the use of the general and predecessors tabs in detail. In this section we will have a look at the advanced tab. Flexible Constraints Are constraints that are flexible and does not tie a task to a single date.

The default for most projects would be ASAP. Build a project Add your Project for the web tasks in a list, or drag and connect task bars in a Gantt chart. Share and assign Share your Project for the web project with others, and assign tasks. Featured topics What is Project for the web? What’s new in Project Install Project desktop Set the general working days and times for a project.

Build your project Learn how to construct a Project for the web project, from adding tasks, duration, and finish dates to tracking progress and dependencies on a board or Gantt chart. Get support. Join the discussion. Dependencies drive the project schedule — once you link the tasks, every change you make to one affects the other, which affects the next one, and so on. Hold down Ctrl and click the two tasks you want to link in the Task Name column. Project supports four kinds of task links to show different relationships.

Want to change the link type or remove the link completely? You can change any view to meet your specific needs. In the Task Views group or Resource Views group, click the view that you want to use. Need some help choosing the right view of your project?

Printing a view or report in Project is similar to printing in other Office programs:. Getting only the specific project information you want to share with your stakeholders into your printout can involve some prep work before you hit the print button:. Prepare a view for printing. Prepare a report for printing.

How are schedules calculated? How do I change the working days for a project? How can I show the critical path?