Join Bonnie Biafore for an in-depth discussion in this video What you need to know, part of Modeling Work Schedules with Calendars in Microsoft Project.
- [Instructor] Because this course focuses on setting up calendars in Microsoft Project and showing how they affect your schedule, here's what you should already know about Project. First of all, you should be familiar with the different tabs on the Project Ribbon. And you should also know where to find commonly used commands. For example, on the Task tab over at the right end, we're going to be using Scroll to Task in this course.
You should also be familiar with using views. For example, if you go to the view tab, you can select different views. We're going to use Gantt Chart, Task Usage, Resource Sheet and other views in this course. You should also be familiar with how to display views. For example, if you click the top half of a view button, that will display that view. On the other hand, if you click the bottom half of the button, you get a drop down menu of other views that are available.
You should also be familiar with creating tasks and task dependencies to build a project schedule and you should know how to create resources and fill in their fields. Of course you want to be able to assign resources to tasks. And finally, you should be familiar with the Global Template and the Organizer. If I go to the file tab and click Organizer, I open up the Organizer dialogue box.
From here you can copy elements between your active Project files and the Global Template or vice versa. One last thing, notice if I point at a column heading or a command on the ribbon, I see a screen tip that tells me either what the command does or what the column represents. The problem is, in this course those screen tips just distract.
So I'm going to turn them off. To do that, I'm going to click the file tab, then go down and choose options. In the Project Options dialogue box in the general category, the very first thing is screen tip style. Go ahead and click the down arrow and choose, don't show screen tips. Then click, okay. Now I can point to a column or a command on the ribbon without being interrupted by a screen tip. You can turn them back on when you're done with the course.
If you discover that you aren't as familiar with these Project features as you should be there are several courses that can help. Try out my Project Essential Training course or Advanced Microsoft Project course.
Next, Bonnie explains how to create shift calendars by setting work schedules for specific tasks and assigning schedules to resources. Then learn how to fine-tune project, task, and resource calendars, including biweekly schedules. Last, she covers working with multiple calendars, including copying and sharing custom calendars with all Project files and integrating multiple projects with different calendars into a single master Project file.
Note: This course was designed in collaboration with John Riopel.
LinkedIn Learning (Lynda.com) is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Setting up your organization's calendar, including nonworking periods
- Coordinating calendars
- Creating a new shift calendar
- Assigning calendars to resources
- Customizing project, task, and resource calendars
- Working with multiple calendars in a master Project file