Join Bonnie Biafore for an in-depth discussion in this video What you need to know, part of Managing Actual Values in Microsoft Project.
- [Voiceover] This course focuses on updating actual values to track progress. I'm not going to cover many Microsoft Project basics. Here's what you should already know about Project. You should be familiar with the various tabs on the Project ribbon, including tabs like Format, which are context sensitive, and that means that they change depending on the view that you're looking at. Speaking of views, you should be comfortable working with them, too.
For example, if I'm on the Task tab, in the view section, there's a Gantt Chart button. If I click the bottom half of that button, I see a menu with different views I can choose from. On the other hand, if I click the top half of that button, it takes me right back to the Gantt Chart. Then there's the View tab, which is chock-full of features for choosing and modifying views. You should be comfortable with using these features to get the view to look just the way you want.
You should also know how to create tasks and link them to build a Project schedule. You should know the difference between summary tasks and regular tasks, and understand how the values for regular tasks roll up to define the values for the summary tasks. You should be familiar with the basics of creating work, material, and cost resources. And you should know how to assign those resources to tasks.
You should also know how to set a baseline for your project, to save your target plan, and you should understand the difference between scheduled values in your project, baseline values, and actual values. One last thing, notice that when I point to a feature on the ribbon, a pop-up tells me what that feature does. If I point at a field heading in a table, a pop-up tells me what that field does and how to calculate it.
These pop-ups are really helpful when you work on Project day-to-day. And I don't recommend that you turn them off, however in this course, I'm going to do just that because I wanna keep the interruptions to a minimum. If you decide that you wanna turn them off, go to the File tab, click Options, in the Project Options dialog box, in the General category, the very first box is Screen Tip Style. Click that down arrow, and choose "Don't Show Screen Tips." Then when you click OK, no more pop-ups.
If you discover that you aren't as familiar with Project as you should be, check out my Project Essential tutorials course.
Note: This course was designed in collaboration with author John Riopel. It will show how to use Project to implement the skills taught in Project Management Fundamentals, Managing Project Budgets, and Agile Project Management with Microsoft Project. You can follow along with Project 2010, 2013, or 2016, using the free or premium versions of the exercise files.
- Setting Project options for updating
- Building custom views for updating
- Updating and rescheduling tasks
- Updating duration, percentage complete, and work remaining
- Updating assignments
- Importing updates