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Microsoft Project 2016

Microsoft Project 2016

Microsoft Official Academic Course

ISBN: 978-1-119-29828-1 March 2017 336 Pages




The Microsoft Official Academic Course (MOAC) textbook for Project 2016 is designed to help develop and reinforce common workforce skills within today's competitive job markets. With this textbook students learn to establish and navigate through project resources like establishing and adjusting resource pay rates and working times. 
  • Task assignments include assigning work resources and assignments to tasks; allowing certain actions to tag and change Project's scheduling behaviors. 
  • Scheduling refinements and formatting allows students to understand the different task types and the effects of the work formulas. 
  • Students will be able to understand how to utilize the task information dialog box to change a task type. 
This edition also covers project reporting, integrating Microsoft Project with other programs, and managing multiple projects at once. Skills mastery of Project 2016 can help students with casework and differentiate job hunters in today's competitive job market.

Related Resources


Lesson 1: Project Basics 1

Navigating in Microsoft Project 2016 3

Starting Microsoft Project 2016 and Opening a Template 3

Using Backstage 6

Creating a Project Schedule 11

Opening a New, Blank Project Schedule 11

Specifying the Project’s Start Date 12

Saving the Newly Created Project Schedule 13

Defining Project Calendars 13

Defining Project Calendars 14

Entering Tasks and Task Details 15

Entering Tasks 15

Entering Task Durations 18

Understanding Manual Scheduling and Automatic Scheduling 20

Creating a Milestone 22

Using Work Breakdown Structure (WBS) 23

Organizing Tasks into Phases 24

Linking Tasks 26

Linking Two Tasks 26

Linking Several Tasks 28

Linking Phases 29

Documenting Tasks 30

Entering Task Notes 30

Reviewing the Project Schedule’s Duration 32

Checking Project Duration 32

Knowledge Assessment 33

Competency Assessment 34

Proficiency Assessment 35

Mastery Assessment 37

Lesson 2: Establishing Resources 39

Establishing People Resources 40

Establishing Individual People Resources 41

Establishing Group Resources 42

Establishing Equipment Resources 44

Establishing Material Resources 46

Establishing Cost Resources 47

Establishing Resource Pay Rates 48

Entering Resource Cost Information 48

Adjusting Resource Working Times 50

Establishing Nonworking Times 50

Establishing Specific Work Schedules 52

Adding Resource Notes 54

Attaching a Note to a Resource 54

Knowledge Assessment 55

Competency Assessment 57

Proficiency Assessment 58

Mastery Assessment 59

Lesson 3: Resource and Task Assignments 60

Assigning Work Resources to Tasks 62

Making Individual Resource Assignments 62

Assigning Multiple Resources Simultaneously 64

Adding More Work Resource Assignments to Tasks 65

Using the Actions Tag to Change Project’s Scheduling Behavior 68

Assigning Material Resources to Tasks 71

Assigning Cost Resources to Tasks 72

Knowledge Assessment 74

Competency Assessment 76

Proficiency Assessment 77

Mastery Assessment 77

Lesson 4: Refining Your Project Schedule 79

Applying a Task Calendar to an Individual Task 80

Assigning a Task Calendar to an Individual Task 81

Changing Task Types 83

Understanding Task Types and the Effect of the Work Formula 83

Using the Task Information Dialog Box to Change a Task Type 86

Splitting a Task 87

Splitting a Task 87

Establishing Recurring Tasks 89

Setting Up a Recurring Task 89

Assigning Resources to a Recurring Task 91

Applying Task Constraints 92

Applying a Constraint to a Task 93

Using the Task Inspector 94

Reviewing the Project’s Critical Path 95

Reviewing the Project’s Critical Path 96

Viewing Resource Allocations Over Time 96

Reviewing Resource Allocations 97

Knowledge Assessment 100

Competency Assessment 101

Proficiency Assessment 102

Mastery Assessment 103

Lesson 5: Fine‐Tuning Tasks 104

Managing Task Constraints and Relationships 105

Exploring Effects of Constraints and Relationships 105

Setting Deadline Dates 108

Setting Task Deadline Dates 109

Establishing Task Priorities 110

Establishing Manually Scheduled Tasks 111

Manually Scheduling Tasks 111

Knowledge Assessment 114

Competency Assessment 116

Proficiency Assessment 117

Mastery Assessment 118

Circling Back 1 119


Lesson 6: FineTuning Resources

Entering Material Resource Consumption Rates 124

Entering Costs Per Use for Resources 126

Assigning Multiple Pay Rates for a Resource 127

Applying Different Cost Rates to Assignments 128

Specifying Resource Availability at Different Times 130

Resolving Resource Overallocations Manually 131

Leveling Overallocated Resources 136

Knowledge Assessment 139

Competency Assessment 140

Proficiency Assessment 141

Mastery Assessment 142

Lesson 7: Project Information: Sorting, Grouping, and Filtering 143

Sorting Data 144

Grouping Data 148

Filtering Data 151

Creating and Applying a Filter 151

Creating a Custom Filter 154

Knowledge Assessment 156

Competency Assessment 158

Proficiency Assessment 159

Mastery Assessment 160

Lesson 8: Project Schedule Formatting—Fundamentals 161

Formatting the Gantt Chart 163

Modifying the Gantt Chart Using the Bar Styles Dialog Box 163

Modifying the Gantt Chart Using Gantt Chart Styles 166

Modifying Text Appearance in a View 168

Modifying the Appearance of a Single Piece of Text 170

Creating Custom Fields 171

Creating and Editing Tables 174

Creating Custom Views 176

Knowledge Assessment 178

Competency Assessment 179

Proficiency Assessment 180

Mastery Assessment 181

Lesson 9: Project Schedule Tracking—Fundamentals 183

Establishing a Project Baseline 184

Understanding Project Planning and Tracking 186

Tracking a Project as Scheduled 187

Entering the Completion Percentage for a Task 188

Identifying Overbudget Tasks and Resources 190

Identifying Time and Schedule Problems 193

Knowledge Assessment 195

Competency Assessment 196

Proficiency Assessment 197

Mastery Assessment 198

Lesson 10: Project Reporting 199

Selecting and Printing a Dashboard Report 201

Customizing and Printing a Report 204

Reporting Project Status 206

Using Visual Reports 208

Customizing and Printing a View 211

Knowledge Assessment 216

Competency Assessment 218

Proficiency Assessment 219

Mastery Assessment 220

Circling Back 2 221


Lesson 11: Advanced Project Schedule Tracking 223

Recording Actual Start, Finish, and Duration Values of Tasks 225

Adjusting Actual and Remaining Work of Tasks 228

Evaluating Performance with Earned Value Analysis 230

Knowledge Assessment 233

Competency Assessment 235

Proficiency Assessment 236

Mastery Assessment 237

Lesson 12: Integrating Microsoft Project with Other Programs 239

Using a Gif Image to Display Project Information 240

Using the Timeline View to Display Project Information 243

Saving Project Information in Other File Formats 247

Knowledge Assessment 250

Competency Assessment 251

Proficiency Assessment 252

Mastery Assessment 253

Lesson 13: Project Schedule Optimization 255

Making Time and Date Adjustments 256

Viewing the Project’s Critical Path 258

Delaying the Start of Assignments 260

Applying Contours to Assignments 261

Applying a Contour to a Resource Assignment 261

Manually Editing a Task Assignment 262

Optimizing the Project Schedule 264

Identifying the Project Finish Date and Total Cost 264

Compressing the Project Schedule 265

Knowledge Assessment 269

Competency Assessment 271

Proficiency Assessment 272

Mastery Assessment 273

Lesson 14: Advanced Project Schedule Formatting 274

Customizing the Calendar View 275

Using Task Ids and Wbs Codes 278

Formatting the Network Diagram 282

Knowledge Assessment 285

Competency Assessment 286

Proficiency Assessment 286

Mastery Assessment 287

Lesson 15: Managing Multiple Projects 289

Managing Consolidated Projects 290

Creating Task Relationships Between Projects 292

Knowledge Assessment 296

Competency Assessment 298

Proficiency Assessment 299

Mastery Assessment 300

Circling Back 3 301

Index 305


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