PLANNING AND CONTROL USING MICROSOFT PROJECT AND
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITIONPLANNING AND CONTROLUSINGMICROSOFT PROJECTANDPMBOK GUIDETHIRD EDITIONUPDATED FOR MICROSOFT OFFICEPROJECT 2007BYPAUL EASTWOOD HARRIS Eastwood Harris Pty Ltdi
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION Copyright 1999-2005 by Eastwood Harris Pty Ltd. No part of this publication may bereproduced or used in any form or by any method without the written permission of theauthor.Windows, Microsoft Project, Microsoft Project Standard, Microsoft Project Professional,and Excel are registered trademarks of Microsoft Corporation.Primavera Project Planner, P3, SureTrak Project Manager, SureTrak, Primavera Enterprise,TeamPlay, P3e and P3e/c are registered trademarks of Primavera Systems, Incorporated.Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated."PMBOK" and "PMI" are registered trademarks of the Project Management Institute, Inc.All other company or product names may be trademarks of their respective owners.Screen captures were reprinted with authorization from Microsoft Corporation.This publication was created by Eastwood Harris Pty Ltd (ABN 18 133 912 173) and is nota product of Microsoft Corporation.The Project Management Institute did not participate in the development of this material,and has not reviewed its contents for accuracy. PMI does not endorse or otherwise sponsorthis material, and makes no warranty, guarantee, or representation, expressed or implied, asto the accuracy of it's content.DISCLAIMERThe information contained in this book is to the best of the author’s knowledge true andcorrect. The author has made every effort to ensure accuracy of this publication, but cannotbe held responsible for any loss or damage arising from any information in this book.PUBLISHER, AUTHOR AND DISTRIBUTORPaul E HarrisEastwood Harris Pty LtdPO Box 4032Doncaster Heights 3109Victoria, AustraliaEmail:harrispe@eh.com.auWebsite: http://www.eh.com.auTel: 61 (0)4 1118 7701Fax: 61 (0)3 9846 770019 April 2007ISBN 978-1-921059-18-6 Eastwood Harris Pty Ltdii
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITIONSUMMARYThe book was written so it may be used as:¾ A training manual for a two-day training course,¾ A self teach book, or¾ A reference manual.The screen shots for the book are taken from Microsoft Office Project Standard 2007however the book may be used to learn Microsoft Office Project Professional 2007 and allversions of Microsoft Project 2000, 2002 and 2003.The book has been written to be used as the basis for a two-day training course and includesexercises for the students to complete at the end of each chapter. Unlike many trainingcourse publications this book may also be used by the students as a reference book after thecourse.This publication is ideal for people who would like to quickly gain an understanding of howthe software operates and explains how the software differs from Primavera P3 andSureTrak, thus making it ideal for people who wish to convert from these products.SPELLINGThis book is written in US English.AUTHOR’S COMMENTAs a professional project planner and scheduler, a Certified Cost Engineer and an ApprovedPRINCE2 Trainer, I have used a number of planning and scheduling software packages forthe management of a range of project types and sizes. There appeared to be very littleliterature aimed at the professional who understands how to run projects but requires apractical guide on how to use Microsoft Project in a project environment using theprocesses outlined in the PMBOK Guide. The first books I published were userguides/training manuals for Primavera SureTrak and P3 users. These were well received byprofessional project managers and schedulers, so I decided to turn my attention to MicrosoftProject. To produce this book I edited my Microsoft Project 2007 book to explain howMicrosoft Project may be used with the PMBOK Guide. I trust this book will assist you inunderstanding how to use Microsoft Project on your projects. Please contact me if you haveany comments you may wish to make on this book.ABOUT THE COVER PAGESTop rightLeftCenter rightBottom rightFootbridge over the Yarra River in MelbourneConocoPhillips Refinery in the UKConocoPhillips Refinery in the UKReece Dam Spillway in Tasmania, the author was a section engineerresponsible for the construction of this spillway. Eastwood Harris Pty Ltdiii
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITIONCURRENT BOOKS PUBLISHED BY EASTWOOD HARRISPlanning and Control Using Microsoft Project and PMBOK Guide Third EditionUpdated for Microsoft Office Project 2007ISBN978-1-921059-18-6 - B5 – PerfectFirst Published March 2007PRINCE2 TM Planning and Control Using Microsoft ProjectUpdated for Microsoft Office Project 2007ISBN 978-1-921059-17-9First Published March 2007Planning and Scheduling Using Microsoft Office Project 2007ISBN 978-1-921059-15-5 B5 PaperbackISBN 978-1-921059-16-2 A4 Spiral BoundFirst Published March 2007Planning Using Primavera Project Planner P3 Version 3.1 Revised 2006ISBN 1-921059-13-3 Spiral BoundFirst Published March 2000Planning Using Primavera SureTrak Project Manager Version 3.0 Revised 2006ISBN 1-921059-14-1 A4 Spiral BoundFirst Published June 2000Project Planning and Scheduling Using Primavera Contractor Version 4.1For the Construction IndustryISBN 1-921059-04-4 A4 PaperbackISBN 1-921059-05-2 A4 Spiral BoundFirst Published January 05Planning and Scheduling Using Primavera Version 5.0 For Engineering & ConstructionISBN 1-921059-09-5 A4 PaperbackISBN 1-921059-10-9 A4 Spiral BoundFirst Published December 05Planning and Scheduling Using Primavera Version 5.0 For IT Project OfficeISBN 1-921059-11-7 A4 PaperbackISBN 1-921059-12-5 A4 Spiral BoundFirst Published December 05SUPERSEDED BOOKS BY THE AUTHORPlanning and Scheduling Using Microsoft Project 2000Planning and Scheduling Using Microsoft Project 2002Planning and Scheduling Using Microsoft Project 2003PRINCE2 TM Planning and Control Using Microsoft ProjectPlanning and Control Using Microsoft Project and PMBOK Guide Third EditionProject Planning and Scheduling Using Primavera Enterprise - Team Play Version 3.5Project Planning and Scheduling Using Primavera Enterprise - P3e & P3e/c Version 3.5Project Planning and Scheduling Using Primavera Version 4.1 for IT ProjectProject Planning and Scheduling Using Primavera Version 4.1 or E&CPlanning Using Primavera Project Planner P3 Version 2.0Planning Using Primavera Project Planner P3 Version 3.0Planning Using Primavera Project Planner P3 Version 3.1Project Planning Using SureTrak for Windows Version 2.0Planning Using Primavera SureTrak Project Manager Version 3.0 Eastwood Harris Pty Ltdiv
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION1INTRODUCTIONPurposeRequired Background KnowledgePurpose of PlanningDefinition of Planning and ControlPMBOK Guide Process Groups and Knowledge AreasProject PlanningLevels of PlanningMonitoring and Controlling a ProjectProject Planning MetricsPlanning CyclePMBOK Guide Processes and Microsoft ProjectCREATING A PROJECT SCHEDULEUnderstanding Planning and Scheduling 12.2Understanding Your Project2.3Level 1 – Planning Without Resources2.3.1Creating Projects2.3.2Defining the Calendars2.3.3Defining the Work Breakdown Structure - WBS2.3.4Defining Other Project Breakdown Structures2.3.5Project Breakdown Structure Functions in Microsoft Project2.3.6Defining Activities2.3.7Adding Tasks to the Schedule2.3.8Adding the Logic Links2.3.9Constraints2.3.10 Risk Analysis2.3.11 Stakeholder Analysis2.3.12 Scheduling the Project2.3.13 Formatting the Display – Views, Tables and Filters2.3.14 Printing and Reports2.3.15 Issuing and Optimizing the Schedule2.4Level 2 – Monitoring Progress Without Resources2.4.1Setting the Baseline2.4.2Tracking Progress2.4.3Managing Changes2.4.4Performance Measurement and Reporting2.4.5Corrective 1.51.61.71.81.91.101.1122.1 Eastwood Harris Pty Ltdv
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD .9Level 3 – Scheduling With ResourcesTypes of Resourced ScheduleCreating and Using ResourcesTask TypesSchedule OptimizationLevel 4 – Monitoring Progress of a Resourced ScheduleStatusing Projects with ResourcesPerformance ReportingTools and Techniques for SchedulingThe Balance Between the Number of Activities and ResourcesManaging Portfolios, Projects and Work Package Plans3CREATING PROJECTS AND SETTING UP THE SOFTWARE3.1File Types3.2Starting Microsoft Project 2000 – 20033.3Starting Microsoft Office Project 20073.4Creating a Blank Project3.5Opening an Existing Project3.6Creating a New Project from a Template3.7Creating a Project Template3.8Saving Additional Project Information3.9File Naming Convention4NAVIGATING AROUND THE SCREEN4.1Identify the Parts of the Project Screen4.2Customizing the Screen4.2.1Toolbars4.2.2Menu Bar4.3Setting up the Options4.4Splitting the Screen Views and Details Forms4.5Right-clicking with the Mouse5DEFINING CALENDARS5.1Calendars and the PMBOK Guide5.2Assigning a Calendar to a Project5.3Editing Calendars in Microsoft Office Project 20075.3.1Editing Working Days5.3.2Adjusting Calendar Default Working Hours5.3.3Creating Calendar Periods with Alternate Working Hours Eastwood Harris Pty 4-65-15-25-25-35-35-55-6
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION5.4Editing Calendars in Microsoft Project 2000 – 20035.4.1Editing Working Days5.4.2Adjusting Working Hours5.5Creating a New Calendar – All Versions5.6Calculation of Durations in Days5.7Understanding Default Start and Default End Time5.8Effect on 2007 Calendars When Saving to 2000 – 20035.9Renaming a Calendar5.10Deleting a Calendar5.11Copying Calendars between Projects5.12Resource Calendars5.13Copying a Base Calendar to Global.mpt for Use in Future Projects5.14Selecting Dates5.14.1 Selecting Calendar Dates in Microsoft Office Project 20075.14.2 Selecting Calendar Dates in Microsoft Project 2000 – 20035.15Printing the Calendar6ADDING TASKS6.1Adding New Tasks6.2Reordering Tasks by Dragging6.3Copying and Pasting Tasks6.4Copying Tasks from Other Programs6.5Dynamically Linking Cells to Other Programs6.6Task Information Form6.7Indicators Column6.8Elapsed Durations6.9Milestones6.10Assigning Calendars to Tasks6.10.1 Assigning a Calendar Using the Task Information Form6.10.2 Assigning a Calendar Using a Column7ORGANIZING TASKS USING OUTLINING7.1Creating an Outline7.2Promoting and Demoting Tasks7.3Summary Task Duration Calculation7.4Summarizing Tasks7.4.1To Roll Up Summary Tasks and Show Tasks7.4.2Roll Up All Tasks to an Outline Level7.4.3Show All Tasks7.5Project Summary Task Eastwood Harris Pty 76-77-17-17-27-37-37-37-47-47-4
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION8FORMATTING THE DISPLAY8-18.1Formatting the Columns8-28.1.1Formatting Columns Using the Table Function8-28.1.2Formatting Time Units8-38.1.3Formatting Columns Using the Column Definition Form8-48.1.4Deleting and Inserting Columns8-48.1.5Adjusting the Width of Columns8-48.1.6Moving Columns8-48.2Formatting the Bars8-58.2.1Formatting Bars Using the Gantt Chart Wizard8-58.2.2Formatting All Task Bars Using the Bar Styles Form8-58.2.3Format One or More Specific Task Bars8-78.2.4Layout Form – Format Bars Options8-88.3Row Height8-108.4Format Fonts8-108.4.1Format Font Command8-108.4.2Format Text Style8-118.5Format Colors8-118.6Format Timescale8-128.6.1Format Timescale Command8-128.6.2View Zoom8-138.6.3Format Timescale Font8-138.7Format Gridlines8-148.8Format Links, Dependencies, Relationships, or Logic Lines8-159ADDING TASK DEPENDENCIES9-19.1Understanding Dependencies9-39.2Understanding Lags and Leads9-49.3Restrictions on Summary Task Dependencies9-59.4Displaying the Dependencies on the Gantt Chart9-59.4.1Graphically Adding a Dependency9-69.4.2Using the Link and Unlink Icon on the Standard Toolbar9-69.4.3Linking Using the Menu Command9-69.4.4Adding and Deleting Predecessors with the Task Information Form9-79.4.5Predecessor and Successor Details Forms9-89.4.6Editing or Deleting Dependencies Using the Task Dependency Form9-89.4.7Autolink New Inserted Tasks or Moved Tasks9-99.4.8Editing Relationships Using the Predecessor or Successor Columns9-99.4.9Unique ID Predecessor or Unique ID Successor Columns9-99.4.10 Editing Relationships Using WBS Predecessor or Successor Columns9-9 Eastwood Harris Pty Ltdviii
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION9.5Scheduling the Project9.6Task Drivers10NETWORK DIAGRAM VIEW10.1Understanding the Network Diagram View10.2Adding and Deleting Tasks in the Network Diagramming View10.3Adding, Editing and Deleting Dependencies10.4Formatting the Task Boxes10.5Formatting Individual Boxes10.6Formatting the Display and Relationship Lines10.7Early Date, Late Date and Float/Slack Calculations11CONSTRAINTS11.1Assigning Constraints11.1.1 Open the Task Information Form11.1.2 Displaying the Constraint Type and Constraint Date Column11.1.3 Typing a Date into the Task Information or Details Form11.1.4 Display a Combination View through the Task Details Form11.2Deadline Date11.3Schedule From Project Finish Date11.4Task Notes12FILTERS12.1Understanding Filters12.2Applying an Existing Filter12.3Creating and Modifying Filters12.4Defining Filter Criteria12.4.1 Simple Filters, Operator and Wild Cards12.4.2 And/Or Filters12.4.3 Multiple And/Or12.4.4 Interactive Filter12.5AutoFilters13VIEWS, TABLES AND DETAILS13.1Understanding Views13.2Applying a View13.3Creating a New View13.3.1 Creating a New Single View13.3.2 Creating a Combination View13.3.3 Copying and Editing a View13.3.4 Copying a View to and from Another Project13.4Tables13.4.1 Applying a Table to a View13.4.2 Creating and Editing a Table13.5Details Form Eastwood Harris Pty 3-613-713-713-813-9
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION14PRINTING AND REPORTS14.1Printing14.2Print Preview14.3Page Set-up14.3.1 Page Tab14.3.2 Margins Tab14.3.3 Header and Footer Tabs14.3.4 Legend Tab14.3.5 View Tab14.4Print Form and Manual Page Breaks14.5Reports14.5.1 Visual Reports14.5.2 Reports15TRACKING PROGRESS15.1Setting the Baseline15.1.1 Setting Baseline Dates15.1.2 Setting an Interim Baseline15.1.3 Clearing and Resetting the Baseline15.1.4 Resetting the Baseline Using “Roll Up Baselines”15.1.5 Displaying the Baseline Data15.2Practical Methods of Recording Progress15.3Understanding Tracking Progress Concepts15.3.1 Task Lifecycle15.3.2 Actual Start Date Assignment of an In-Progress Task15.3.3 Calculation of Actual & Remaining Durations of an In-Progress Task15.3.4 Calculating the Early Finish Date of an In-Progress Task15.3.5 Summary Bars Progress Calculation15.3.6 Understanding the Current Date, Status Date & Update Project Date15.4Updating the Schedule15.4.1 Using Update Project15.4.2 Update Tasks15.4.3 Updating Tasks Using the Task Information Form15.4.4 Updating Tasks Using the Task Details Form15.4.5 Updating Tasks Using Columns15.4.6 Marking Up Summary Tasks15.4.7 Reschedule Uncompleted Work To Start After15.4.8 Status Date Calculation Options - New Tasks15.4.9 Status Date Calculation Options - When Statusing a Schedule15.4.10 Tracking Toolbar Eastwood Harris Pty 715-1815-1815-1915-2115-2315-23
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION15.5Simple Procedure for Statusing a Schedule15.6Comparing Progress with Baseline15.7Corrective Action15.8In-progress Schedule Check List16GROUPING TASKS, OUTLINE CODES AND WBS16.1Understanding a Project Breakdown Structure16.2Customize Fields16.3Grouping16.3.1 Customize Group16.3.2 Using a Predefined Group16.3.3 Creating a New Group16.3.4 Grouping Resources in the Resource Sheet16.4Custom Outline Codes16.4.1 Define a Custom Outline Code Structure, Microsoft Project 200716.4.2 Define a Custom Outline Code Structure, 2000 – 200316.4.3 Assigning Custom Codes to Tasks16.4.4 Organize Tasks Under a Custom Outline Code Structure16.5Outline Codes16.6User Defined WBS elling17.9Security17.10Save17.11Interface17.11.1 Graphical Indicators17.11.2 Project Guide Eastwood Harris Pty -16
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION18CREATING RESOURCES18-118.1Creating Resources in the Resource Sheet18-218.2Grouping Resources in the Resource Sheet18-318.3Resources Information Form18-418.3.1 General18-418.3.2 Editing and Using Resource Calendars18-418.3.3 Costs18-618.3.4 Notes18-618.3.5 Custom Fields18-619ASSIGNING RESOURCES AND COSTS TO TASKS19-119.1Task Type and Effort-Driven19-219.1.1 Task Type – Fixed Duration, Fixed Units, Fixed Work19-219.1.2 Effort-Driven19-219.2Fixed Costs19-319.3Assigning Resources using the Resource Assignment Form19-419.4Assigning Resources Using the Task Details Form19-519.5Assigning Task Information Form19-619.6Assignment of Resources to Summary Tasks19-619.7Sharing Resources with Other Projects19-619.8Rollup of Costs and Hours to Summary Tasks19-719.9Contour the Resource Assignment19-820RESOURCE HISTOGRAMS, TABLES, S-CURVES & LEVELING 20-120.1Resource Graph Form20-220.2Resource Graph View20-220.3Resource Tables View20-320.4Detailed Styles FormError! Bookmark not defined.20.5Creating an S-Curve from Microsoft Project20-420.6Printing Resource Profiles and Tables20-520.7Creating Table, S-Curves and Histograms in a Spreadsheet20-520.7.1 Export Time Phased Data Using Analysis Toolbar20-520.7.2 Export Using Time Phased Data Copy and Paste20-620.7.3 Creating S-Curves in Excel20-720.8Resolving Resource Overloading20-820.8.1 Methods of Resource Leveling20-820.8.2 Other Methods of Resolving Resource Peaks and Conflicts20-820.8.3 Resource Leveling Function20-9 Eastwood Harris Pty Ltdxii
PLANNING AND CONTROL USING MICROSOFT PROJECT AND PMBOK GUIDE THIRD EDITION21STATUSING PROJECTS WITH RESOURCES21.1Understanding Baseline Dates, Duration, Costs and Hours21.2Understanding the Data Date21.3Formatting the Current Date and Status Date Lines21.4Information Required to Update a Resourced Schedule21.5Updating Dates and Percentage Complete21.6Entering a % Complete Against Summary Tasks21.7Updating Resources21.7.1 Updating Tasks with Fixed Costs Only21.7.2 Forecasting Resource Hours21.7.3 Forecasting Resource Hours and Costs Form21.7.4 Using the Task Usage and Resource Usage Views21.8Splitting Tasks21.9Summary Task Interim Baseline Calculation21.10Summary Tasks and Earned Value22TOOLS AND TECHNIQUES FOR SCHEDULING22.1Understanding Menu Options22.2Cut, Copy and Paste Row22.3Cut, Copy and Paste Cell22.4Copy Picture22.5Fill22.6Clear22.7Find and Replace22.8Go To22.9Insert Recurring Task22.10Splitting a Task22.11Copy or Cut-and-Paste to and from Spreadsheets22.12Paste Link – Cell Values in Columns22.13Unique Task, Resource and Assignment ID22.13.1 Task Unique ID22.13.2 Resource Unique ID22.13.3 Resource Assignment Unique ID22.14Organizer Eastwood Harris Pty Ltdxiii21-121-221-321-421-521-621-621-
Planning and Control Using Microsoft Project and PMBOK Guide Third Edition Updated for Microsoft Office Project 2007 ISBN978-1-921059-18-6 - B5 – Perfect First Published March 2007 PRINCE2 TM Planning and Control Using Microsoft Project Updated for Microsoft Office Project 2007 ISBN 978-1-921059-17-9 First Published March 2007
Business Ready Enhancement Plan for Microsoft Dynamics Customer FAQ Updated January 2011 The Business Ready Enhancement Plan for Microsoft Dynamics is a maintenance plan available to customers of Microsoft Dynamics AX, Microsoft C5, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL, Microsoft Dynamics POS, and Microsoft Dynamics RMS, and
o Microsoft Outlook 2000 o Microsoft Outlook 2002 o Microsoft Outlook 2003 o Microsoft Outlook 2007 o Microsoft Outlook 2010 o Microsoft Outlook 2013 o Microsoft Outlook 98 o Microsoft PowerPoint 2000 o Microsoft PowerPoint 2002 – Normal User o Microsoft PowerPoint 2002 – Power User o Microsoft PowerPoint 2002 – Whole Test
Microsoft, Microsoft Dynamics, logo systemu Microsoft Dynamics, Microsoft BizTalk Server, program Microsoft Excel, Microsoft.NET Framework, program Microsoft Outlook, Microsoft SharePoint Foundation 2010, Microsoft SharePoint Ser
Upon submission of a request to register a .Microsoft domain name, or by asking Microsoft to renew a .Microsoft domain name registration, Registrant represents and warrants that Registrant's .Microsoft domain name registration does and will at all times comply with the .Microsoft Registration Policy and the .Microsoft Registry T&Cs.
Veeam Backup for Microsoft Office 365 is a comprehensive solution that allows you to back up and restore data of your Microsoft Offic e 365 organizations, including Microsoft Exchange, Microsoft SharePoint, Microsoft OneDrive for Business and Microsoft Teams data, as well as data of on -premises Microsoft Exchange and on -premises
Veeam Backup for Microsoft 365 is a comprehensive solution that allows you to back up and restore data of your Microsoft 365 organizations, including Microsoft Exchange, Microsoft SharePoint, Microsoft OneDrive for Business and Microsoft Teams data, as well as data of on-premises Microsoft Exchange and on-premises
References to Microsoft Word, Microsoft Excel, and Microsoft PowerPoint are to the latest version of Microsoft Office as of May 1, 2005. The information on Microsoft Word, Microsoft Excel, and Microsoft PowerPoint contained herein has been derived from the applicat
transferred from France or newly created in French: Battle (Sx; La Batailge), Boulge (Sf; Bulges), Bray (Bk; Braia), Cantlop (Sa; Cantelop), Capel St. Andrew (Sf; Capeles), Meshaw (D; Mauessart), Montacute (So; Montagud), Montgomery (Montgomeryshire; Montgomeri/Montgumeri), and a lost Bolebec (DB fol. 254r; PN Sa 1: xii). My analysis of LVVRE confirms its likely membership of this category .
