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E-raamat: Microsoft Project Step by Step (covering Project Online Desktop Client)

  • Formaat: 608 pages
  • Sari: Step by Step
  • Ilmumisaeg: 02-Mar-2022
  • Kirjastus: Addison Wesley
  • Keel: eng
  • ISBN-13: 9780137564835
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Microsoft Project Step by Step (covering Project Online Desktop Client)Suurem pilt
  • Formaat: 608 pages
  • Sari: Step by Step
  • Ilmumisaeg: 02-Mar-2022
  • Kirjastus: Addison Wesley
  • Keel: eng
  • ISBN-13: 9780137564835
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The quick way to learn Microsoft Project!

This is learning made easy. Get more done quickly with Microsoft Project. Jump in wherever you need answers. Brisk lessons and detailed 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
  • Manage Agile plans using the new task boards to create backlogs, plan sprints, and hold scrum meetings
  • Learn more about integrating Project with Microsoft 365 solutions for collaboration
  • Master project management best practices as you learn Project
  • Easily identify the features and lessons you need


Now students can learn Microsoft Project efficiently and painlessly!

  • Quickly start a new plan, build task lists, and assign resources
  • Share plans and track 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 learning Project
  • Look up just the tasks and lessons needed
Acknowledgments xix
About the author xx
Introduction xxi
Who this book is for xxi
The Step by Step approach xxii
Download the practice files xxii
E-book edition xxiv
Adapt procedure steps xxiv
How to get support & provide feedback xxvi
Errata & book support xxvi
Stay in touch xxvi
Part 1 Get started with Microsoft Project
1 Project, project management, and you
3(12)
Meet the Project program
3(1)
Meet the Project family
4(2)
Users of Project Standard and Project Professional
6(1)
See the new features in Project Online desktop client
6(3)
Review features in earlier versions
9(3)
New in Project 2019
9(1)
New in Project 2016
10(1)
New in Project 2013
10(1)
New in Project 2010
11(1)
Take a project manager's perspective
12(2)
Let's get started!
14(1)
2 Take a guided tour
15(26)
Explore the Project user interface
15(7)
Manage files and set options in the Backstage view
22(4)
Sidebar: Templates: Avoid reinventing the wheel
24(2)
Work with schedule details in views
26(6)
Use reports to check a plan's status
32(3)
Skills review
35(1)
Practice tasks
36(5)
Explore the Project user interface
36(1)
Manage files and set options in the Backstage view
36(1)
Work with schedule details in views
37(1)
Use reports to check a plan's status
38(3)
Part 2 Simple scheduling basics
3 Start a new plan
41(12)
Create a new plan and set its start date
41(2)
Set nonworking days in the project calendar
43(4)
Enter the plan title and other properties
47(1)
Sidebar: Project management focus: Project is part of a larger picture
48(1)
Skills review
48(1)
Practice tasks
49(4)
Create a new plan and set its start date
49(1)
Set nonworking days in the project calendar
50(1)
Enter the plan title and other properties
51(2)
4 Build a task list
53(32)
Create tasks
53(3)
Sidebar: Project management focus: Defining the right tasks for the deliverable
55(1)
Switch task scheduling from manual to automatic
56(2)
Enter task durations and estimates
58(4)
Sidebar: Project management focus: How do you come up with accurate task durations?
60(2)
Enter milestone tasks
62(1)
Create summary tasks to outline the plan
63(3)
Sidebar: Project management focus: Top-down and bottom-up planning
64(2)
Link tasks to create dependencies
66(4)
Check a plan's duration and finish date
70(2)
Document task information
72(2)
Skills review
74(1)
Practice tasks
75(10)
Create tasks
75(1)
Switch task scheduling from manual to automatic
76(1)
Enter task durations and estimates
77(1)
Enter milestone tasks
78(1)
Create summary tasks to outline the plan
79(1)
Link tasks to create dependencies
80(1)
Check a plan's duration and finish date
81(1)
Document task information
82(3)
5 Set up resources
85(20)
Set up work resources
86(2)
Sidebar: Equipment resource considerations
88(1)
Enter the maximum capacity for work resources
88(2)
Enter work resource pay rates
90(3)
Sidebar: Project management focus: Getting resource cost information
92(1)
Adjust working time in a resource calendar
93(3)
Set up cost resources
96(1)
Document resources by using notes
97(2)
Skills review
99(1)
Practice tasks
100(5)
Set up work resources
100(1)
Enter the maximum capacity for work resources
101(1)
Enter work resource pay rates
101(1)
Adjust working time in a resource calendar
102(1)
Set up cost resources
103(1)
Document resources by using notes
104(1)
6 Assign resources to tasks
105(26)
Assign work resources to tasks
106(5)
Control work when adding or removing resource assignments
111(6)
Sidebar: Project management focus: When should effort-driven scheduling apply?
116(1)
Assign cost resources to tasks
117(1)
Check the plan after assigning resources
118(4)
Skills review
122(1)
Practice tasks
123(8)
Assign work resources to tasks
123(3)
Control work when adding or removing resource assignments
126(2)
Assign cost resources to tasks
128(1)
Check the plan after assigning resources
129(2)
7 Format and share your plan
131(26)
Customize a Gantt chart view
132(7)
Sidebar: Drawing on a Gantt chart
135(4)
Add tasks to a Timeline view
139(4)
Sidebar: Panning and zooming a Gantt chart view from a Timeline view
142(1)
Customize reports
143(2)
Copy views and reports
145(3)
Print views and reports
148(2)
Skills review
150(1)
Practice tasks
151(6)
Customize a Gantt chart view
151(2)
Add tasks to a Timeline view
153(1)
Customize reports
154(1)
Copy views and reports
155(1)
Print views and reports
155(2)
8 Track progress: Basic techniques
157(24)
Understand progress tracking
158(1)
Save a baseline of your plan
159(4)
Track a plan as scheduled
163(1)
Enter a task's completion percentage
164(3)
Enter actual values for tasks
167(4)
Sidebar: Project management focus: Is the project on track?
170(1)
Skills review
171(1)
Practice tasks
172(9)
Save a baseline of your plan
172(1)
Track a plan as scheduled
173(1)
Enter a task's completion percentage
174(1)
Enter actual values for tasks
175(6)
Part 3 Advanced scheduling techniques
9 Fine-tune task scheduling
181(34)
See task relationships by using Task Path
182(3)
Adjust task link relationships
185(3)
Control task scheduling by using constraints
188(7)
Interrupt work on a task
195(2)
Adjust working time for individual tasks
197(3)
Control task scheduling by using task types
200(6)
Sidebar: Assignment units, Peak, and the assignment calculation
202(3)
Sidebar: Task types and effort-driven scheduling
205(1)
See task schedule details by using the Task Inspector
206(1)
Skills review
207(1)
Practice tasks
208(7)
See task relationships by using Task Path
208(1)
Adjust task link relationships
209(1)
Control task scheduling by using constraints
210(1)
Interrupt work on a task
210(1)
Adjust working time for individual tasks
211(1)
Control task scheduling by using task types
212(1)
See task schedule details by using the Task Inspector
213(2)
10 Fine-tune task details
215(18)
Enter deadline dates
215(3)
Enter fixed costs
218(1)
Create a recurring task
219(4)
View the plan's critical path
223(3)
Schedule summary tasks manually
226(2)
Skills review
228(1)
Practice tasks
229(4)
Enter deadline dates
229(1)
Enter fixed costs
229(1)
Create a recurring task
230(1)
View the plan's critical path
231(1)
Schedule summary tasks manually
232(1)
11 Fine-tune resource and assignment details
233(30)
Change resource availability over multiple date ranges
234(2)
Work with multiple resource pay rates
236(3)
Change resource pay rates over different date ranges
239(2)
Delay the start of assignments
241(2)
Apply contours to assignments
243(3)
Create and assign material resources
246(3)
View resource capacity
249(2)
Adjust assignments in the Team Planner view
251(3)
Skills review
254(1)
Practice tasks
255(8)
Change resource availability over multiple date ranges
255(1)
Work with multiple resource pay rates
256(1)
Change resource pay rates over different date ranges
257(1)
Delay the start of assignments
258(1)
Apply contours to assignments
258(1)
Create and assign material resources
259(1)
View resource capacity
260(1)
Adjust assignments in the Team Planner view
261(2)
12 Fine-tune the Project plan
263(26)
Examine resource allocations over time
263(5)
Sidebar: Project management focus: Evaluate resource allocation
266(2)
Resolve resource overallocations manually
268(2)
Level overallocated resources
270(6)
Check the plan's cost and finish date
276(4)
Sidebar: Project management focus: Finish date and critical tasks
279(1)
Inactivate tasks
280(2)
Skills review
282(1)
Practice tasks
283(6)
Examine resource allocations over time
283(1)
Resolve resource overallocations manually
284(1)
Level overallocated resources
284(2)
Check the plan's cost and finish date
286(1)
Inactivate tasks
287(2)
13 Organize plan details
289(32)
Sort plan details
290(4)
Group plan details
294(5)
Filter plan details
299(6)
Create new tables
305(5)
Sidebar: Create custom fields quickly
307(3)
Create new views
310(3)
Skills review
313(1)
Practice tasks
314(7)
Sort plan details
314(1)
Group plan details
315(1)
Filter plan details
316(1)
Create new tables
317(1)
Create new views
318(3)
14 Track progress: Detailed techniques
321(22)
Update a baseline
322(3)
Sidebar: Save interim plans
323(2)
Track actual and remaining work for tasks and assignments
325(5)
Sidebar: Enter actual costs manually
329(1)
Track timephased actual work for tasks and assignments
330(7)
Sidebar: Project management focus: Collect actuals from resources --
335(2)
Reschedule incomplete work
337(1)
Skills review
338(1)
Practice tasks
339(4)
Update a baseline
339(1)
Track actual and remaining work for tasks and assignments
340(1)
Track timephased actual work for tasks and assignments
341(1)
Reschedule incomplete work
342(1)
15 View and report project status
343(24)
Examine a plan's variance
344(4)
Sidebar: Project management focus: Communicating status
347(1)
Identify tasks that have slipped
348(4)
Sidebar: Project management focus: Is variance ever good?
351(1)
Examine task costs
352(5)
Examine resource costs
357(3)
Skills review
360(1)
Practice tasks
361(6)
Examine a plan's variance
361(1)
Identify tasks that have slipped
362(1)
Examine task costs
363(1)
Examine resource costs
364(3)
Part 4 In-depth and special subjects
16 Format and print views: In-depth techniques
367(30)
Format a Gantt chart view
367(7)
Format a Timeline view
374(3)
Format a Network Diagram view
377(5)
Format a Calendar view
382(2)
Print and export views
384(4)
Skills review
388(1)
Practice tasks
389(8)
Format a Gantt chart view
389(2)
Format a Timeline view
391(1)
Format a Network Diagram view
392(1)
Format a Calendar view
393(2)
Print and export views
395(2)
17 Format reports: In-depth techniques
397(18)
Create a custom report
397(6)
Sidebar: How reports compare to views
401(2)
Customize charts in a report
403(4)
Customize tables in a report
407(3)
Skills review
410(1)
Practice tasks
411(4)
Create a custom report
411(1)
Customize charts in a report
412(1)
Customize tables in a report
413(2)
18 Customize Project
415(22)
Share custom elements between plans
416(3)
Record and run macros
419(3)
Edit macros
422(3)
Customize the ribbon and Quick Access Toolbar
425(5)
Skills review
430(1)
Practice tasks
431(6)
Share custom elements between plans
431(1)
Record and run macros
432(2)
Edit macros
434(1)
Customize the ribbon and Quick Access Toolbar
435(2)
19 Share information with other programs
437(24)
Copy Project data to and from other programs
438(4)
Open files in other formats in Project
442(3)
Save to other file formats from Project
445(5)
Sidebar: Share files with previous versions of Project
449(1)
Generate reports with Excel and Visio
450(3)
Skills review
453(1)
Practice tasks
454(7)
Copy Project data to and from other programs
454(1)
Open files in other formats in Project
455(2)
Save to other file formats from Project
457(2)
Generate reports with Excel and Visio
459(2)
20 Consolidate projects and resources
461(22)
Share a resource pool across multiple plans
461(9)
Sidebar: Create a dedicated resource pool
465(5)
Consolidate plans
470(4)
Sidebar: Keep consolidated plans simple
472(2)
Create dependencies between plans
474(4)
Skills review
478(1)
Practice tasks
479(4)
Share a resource pool across multiple plans
479(1)
Consolidate plans
480(1)
Create dependencies between plans
481(2)
21 Use Agile project management with Project
483(40)
Get started in Agile with the Sprints Project template
484(2)
Sidebar: Project management focus: Consider the behavior of children when thinking about Agile
486(1)
Create the product backlog
486(2)
Create the Agile team
488(2)
Customize task board cards
490(4)
Plan a sprint
494(5)
Record progress from daily scrum meetings
499(4)
Generate reports for sprint reviews
503(3)
Sidebar: Project management focus: Choosing Agile project management
505(1)
Sources for more information
506(1)
Skills review
506(1)
Practice tasks
507(16)
Get started in Agile with the Sprints Project template
507(1)
Create the product backlog
508(2)
Create the Agile team
510(1)
Customize task board cards
511(2)
Plan a sprint
513(2)
Record progress from daily scrum meetings
515(3)
Generate reports for sprint reviews
518(5)
Part 5 Appendixes
A Short course in project management
523(1)
Understand what defines a project
523(2)
The project triangle: View projects in terms of time, cost, and scope
525(3)
Time
526(1)
Cost
526(1)
Scope
527(1)
Time, cost, and scope: Manage project constraints
528(3)
You have less time
528(1)
You have fewer resources
529(1)
You have more work
530(1)
Manage your projects with Project
531(2)
B Develop your project management skills
533(1)
Join a Project learning community
533(1)
Join a project-management learning community
534(3)
C Integration with Microsoft 365 Solutions for collaboration
537(1)
Set the Project Online desktop client or Project Professional to Computer mode
538(2)
Sources for more information
540(1)
Link to a Microsoft Planner plan
540(2)
Sources for more information
542(1)
Import into Project for the web
542(2)
Sources for more information
544(1)
Synchronize tasks with SharePoint Online
544(4)
Sources for more information
547(1)
Collaborate in Project Online/Project Server by using Project Web App
548(6)
Sources for more information
554(1)
Project portfolio management
554(3)
Sources for more information
556(1)
D Use this book in a classroom
557(1)
Match content to instructional needs
557(3)
Teach project management with Project
560(1)
Glossary 561(9)
Index 570
Cindy M. Lewis is a project management consultant and trainer with 4 Pillars of Success, her consultancy business. She helps clients around the world gain business value and is also a sought after speaker who presents on a variety of topics related to project management.

 

Cindy is a multiyear recipient of the Microsoft Most Valuable Professional (MVP) award, with specific expertise in Microsoft Project Online desktop client, Project for the web, and Project Online. She is also a Microsoft Office Specialist (MOS), Microsoft Certified Professional (MCP), and Microsoft Certified Trainer (MCT).

 

In addition, Cindy is certified as a Project Management Professional (PMP) and Scheduling Professional (PMI-SP) by the Project Management Institute (PMI). She earned her bachelor's degree from WMU in Kalamazoo, Michigan, and her MBA degree from Regis University in Denver, Colorado.

 

To stay current with the latest industry developments and explore new ideas, Cindy attends as many professional events and conferences as she can. She is active in several chapters of the PMI and enjoys both sharing her knowledge with the project management community and helping others gain satisfaction in what they do.
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