Go ahead and enter the tasks shown in the screenshot below: I typically use the Gantt Chart view to create my WBS.īelow is what the Gantt looks like after entering the task list. Let’s go ahead and enter the Tasks into Microsoft Project. Enter your Work Breakdown Structure (Task List).Although it may be tempting to have Project when you should start your project based on a given End Date, it is always recommended to schedule from the Start Date. Schedule from: This setting tells project whether to schedule the tasks based on a Start Date or an End Date. This is commonly used when creating a Status Report Status Date: displays a vertical line in the Gantt Chart to reflect the selected Status Date. There are several other items to note in this dialog box.
In the Project Information for New Business dialog select a Start Date. Navigate: On the Project tab in the Properties section click the Project Information button. Even if you don’t know the exact date, enter one as close to when you think the project may start. Now give your project a name in the Save As dialog box, then click the Save button.Īnother important step is to tell Microsoft Project when you project starts. Navigate File > Save As, select the folder you want to save the project in. Once we save the project, Project2 shown below will reflect the project name. You should now see something like that shown below. Navigate to the Format ribbon and in the Show/Hide section select the checkbox for Project Summary Task. This task will contain all other tasks in the project and is a big help to see the aggregate numbers. Now that we have our blank Gantt Chart ready for tasks we are going to display the Project Summary Task. We should now have a blank Gantt Chart view as shown below: From within MS Project navigate File > New, then select the Blank project option. This is important because as project managers we need to always have our information up-to-date. Meaning, when we change Work we want to timeline/critical path to be immediately updated in order to understand the impact of the change. This setting tells Microsoft Project to re-calculate the project schedule immediately after every change we make to it. Locate the setting Calculate project after each edit setting in the Calculation section and turn it on. You will now notice in the bottom left of the view that New Tasks : Auto Scheduled. Go ahead and close the Project Options dialog box.
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It is the scheduling of Microsoft Project that makes the software such a powerful project management tool. If the tasks did not automatically schedule we could just use a tool like Excel and type in a bunch of static tasks.
This is what we want in order to have our schedule reflect reality. What this setting does is it ensures the tasks in your project will be scheduled (Start, End) based on their relationships to other tasks, as well as the assigned resources working days in relation to the project calendar selected. Locate in the Schedule options for this project section and select Auto Scheduled for New tasks created. Be sure to have a project open in order to perform this step. The first setting we will make is to specify Auto Scheduled mode. In order to ensure MS Project behaves the way you want it to, it is important to set some options prior to creating your project plan.
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