Microsoft Project 2019 Step by Step

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.

Introduction



Part 1: Get started with Microsoft project



Chapter 1 Project, project management, and you



Practice files



Meet the Project program



Meet the Project family



See the new features in Project 2019



New features in earlier versions



    New in Project 2016



    New in Project 2013



    New in Project 2010



Take a project manager’s perspective



Let’s get started!



Chapter 2 Take a guided tour



Practice files



Explore the Project user interface



Manage files and set options in the Backstage view



Work with schedule details in views



Use reports to check a plan’s status



Skills review



Practice tasks



    Explore the Project user interface



    Manage files and set options in the Backstage view



    Work with schedule details in views



    Use reports to check a plan’s status



Part 2: Simple scheduling basics



Chapter 3 Start a new plan



Practice files



Create a new plan and set its start date



Set nonworking days in the project calendar



Enter the plan title and other properties



Skills review



    Create a new plan and set its start date



    Set nonworking days in the project calendar



    Enter the plan title and other properties



Chapter 4 Build a task list



Practice files



Create tasks



Switch task scheduling from manual to automatic



Enter task durations and estimates



Enter milestone tasks



Create summary tasks to outline the plan



Link tasks to create dependencies



Check a plan’s duration and finish date



Document task information



Skills review



    Create tasks



    Switch task scheduling from manual to automatic



    Enter task durations and estimates



    Enter milestone tasks



    Create summary tasks to outline the plan



    Link tasks to create dependencies



    Check a plan’s duration and finish date



    Document task information



Chapter 5 Set up resources



Practice files



Set up work resources



Enter the maximum capacity for work resources



Enter work resource pay rates



Adjust working time in a resource calendar



Set up cost resources



Document resources by using notes



Skills review



    Set up work resources



    Enter the maximum capacity for work resources



    Enter work resource pay rates



    Adjust working time in a resource calendar



    Set up cost resources



    Document resources by using notes



Chapter 6 Assign resources to tasks



Practice files



Assign work resources to tasks



Control work when adding or removing resource assignments



Assign cost resources to tasks



Check the plan after assigning resources



Skills review



    Assign work resources to tasks



    Control work when adding or removing resource assignments



    Assign cost resources to tasks



    Check the plan after assigning resources



Chapter 7 Format and share your plan



Practice files



Customize a Gantt chart view



Add tasks to a Timeline view



Customize reports



Copy views and reports



Print views and reports



Skills review



    Customize a Gantt chart view



    Add tasks to a Timeline view



    Customize reports



    Copy views and reports



    Print views and reports



Chapter 8 Track progress: Basic techniques



Practice files



Understand progress tracking



Save a baseline of your plan



Track a plan as scheduled



Enter a task’s completion percentage



Enter actual values for tasks



Skills review



    Save a baseline of your plan



    Track a plan as scheduled



    Enter a task’s completion percentage



    Enter actual values for tasks



Part 3: Advanced scheduling techniques



Chapter 9 Fine-tune task scheduling



Practice files



See task relationships by using Task Path



Adjust task link relationships



Control task scheduling by using constraints



Interrupt work on a task



Adjust working time for individual tasks



Control task scheduling by using task types



See task schedule details by using the Task Inspector



Skills review



    See task relationships by using Task Path



    Adjust task link relationships



    Control task scheduling by using constraints



    Interrupt work on a task



    Adjust working time for individual tasks



    Control task scheduling by using task types



    See task schedule details by using the Task Inspector



Chapter 10 Fine-tune task details



Practice files



Enter deadline dates



Enter fixed costs



Create a recurring task



View the plan’s critical path



Schedule summary tasks manually



Skills review



    Enter deadline dates



    Enter fixed costs



    Create a recurring task



    View the plan’s critical path



    Schedule summary tasks manually



Chapter 11 Fine-tune resource and assignment details



Practice files



Change resource availability over multiple date ranges



Work with multiple resource pay rates



Change resource pay rates over different date ranges



Delay the start of assignments



Apply contours to assignments



Create and assign material resources



View resource capacity



Adjust assignments in the Team Planner view (Project Professional only)



Skills review



    Change resource availability over multiple date ranges



    Work with multiple resource pay rates



    Change resource pay rates over different date ranges



    Delay the start of assignments



    Apply contours to assignments



    Create and assign material resources



    View resource capacity



    Adjust assignments in the Team Planner view (Project Professional only)



Chapter 12 Fine-tune the Project plan



Practice files



Examine resource allocations over time



Resolve resource overallocations manually



Level overallocated resources



Check the plan’s cost and finish date



Inactivate tasks (Project Professional only)



Skills review



    Examine resource allocations over time



    Resolve resource overallocations manually



    Level overallocated resources



    Check the plan’s cost and finish date



    Inactivate tasks (Project Professional only)



Chapter 13 Organize plan details



Practice files



Sort plan details



Group plan details



Filter plan details



Create new tables



Create new views



Skills review



    Sort plan details



    Group plan details



    Filter plan details



    Create new tables



    Create new views



Chapter 14 Track progress: Detailed techniques



Practice files



Update a baseline



Track actual and remaining work for tasks and assignments



Track timephased actual work for tasks and assignments



Reschedule incomplete work



Skills review



    Update a baseline



    Track actual and remaining work for tasks and assignments



    Track timephased actual work for tasks and assignments



    Reschedule incomplete work



Chapter 15 View and report project status



Practice files



Examine a plan’s variance



Identify tasks that have slipped



Examine task costs



Examine resource costs



Skills review



    Examine a plan’s variance



    Identify tasks that have slipped



    Examine task costs



    Examine resource costs



Part 4: In-depth and special subjects



Chapter 16 Format and print views: In-depth techniques



Practice files



Format a Gantt chart view



Format a Timeline view



Format a Network Diagram view



Format a Calendar view



Print and export views



Skills review



    Format a Gantt chart view



    Format a Timeline view



    Format a Network Diagram view



    Format a Calendar view



    Print and export views



Chapter 17 Format reports: In-depth techniques



Practice files



Create a custom report



Customize charts in a report



Customize tables in a report



Skills review



    Create a custom report



    Customize charts in a report



    Customize tables in a report



Chapter 18 Customize project



Practice files



Share custom elements between plans



Record and run macros



Edit macros



Customize the ribbon and Quick Access Toolbar



Skills review



    Share custom elements between plans



    Record and run macros



    Edit macros



    Customize the ribbon and Quick Access Toolbar



Chapter 19 Share information with other programs



Practice files



Copy Project data to and from other programs



Open files in other formats in Project



Save to other file formats from Project



Generate reports with Excel and Visio



Skills review



    Copy Project data to and from other programs



    Open files in other formats in Project



    Save to other file formats from Project



    Generate reports with Excel and Visio



Chapter 20 Consolidate projects and resources



Practice files



Share a resource pool across multiple plans



Consolidate plans



Create dependencies between plans



Skills review



    Share a resource pool across multiple plans



    Consolidate plans



    Create dependencies between plans



Chapter 21 Use Agile project management with Project



Practice files



Navigate the Agile project management template



Reset the Agile project management template



Create the product backlog



Create the Agile team



Plan a sprint



Record progress from daily scrum meetings



Generate reports for sprint reviews



Sources for more information



Skills review



    Navigate the Agile project management template



    Reset the Agile project management template



    Create the product backlog



    Create the Agile team



    Plan a sprint



    Record progress from daily scrum meetings



    Generate reports for sprint reviews



Part 5: Appendixes



Appendix A A short course in project management



Understand what Defines a Project



The project triangle: View projects in terms of time, cost, and scope



    Time



    Cost



    Scope



Time, cost, and scope: Manage project constraints



    You have less time



    You have fewer resources



    You have more work



Manage your projects with Project



Appendix B Develop your project management skills



Join a Project learning community



Join a project-management learning community



Appendix C Collaborate: Project, SharePoint, and PWA



Set the Project desktop client to Computer mode



    Sources for more information



Share your plan by using SharePoint



    Sources for more information



Team collaboration with Project Web App



    Sources for more information



Project portfolio management



Sources for more information



Appendix D Use this book in a classroom



Match content to instructional needs



Teach project management with Project



Glossary



 



 



9781509307425    TOC    3/28/2019