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1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson Your Office: Getting Started with Project Management

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3 View Resource Assignments in the Team Planner view Enhance a project schedule with elapsed duration and recurring tasks Create Project reports Copyright © 2015 Pearson Education, Inc.

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Page 1: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

1Copyright © 2015 Pearson Education, Inc.

Module 1 Workshop 2Creating a Detailed Project PlanSeries Editor Amy Kinser

by Kristyn Jacobson

Your Office: Getting Startedwith Project Management

Page 2: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Objectives

• Identify the critical path• Create a Work Breakdown Structure• Create and assign project resources• Change task durations by adding

resources

Copyright © 2015 Pearson Education, Inc.

Page 3: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Objectives (Continued)

• View Resource Assignments in the Team Planner view• Enhance a project schedule with

elapsed duration and recurring tasks• Create Project reports

Copyright © 2015 Pearson Education, Inc.

Page 4: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Objectives (Continued)

• Copy and paste information to other applications• Share project information with

Microsoft Excel• Use Project templates and create

Project templates

Copyright © 2015 Pearson Education, Inc.

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Identify the Critical Path

• Critical path—task(s) that:– Determine project finish or start time– Must be completed on time to meet project timeline

• Slack—time a task can be delayed from its scheduled start date without delaying the project

• Critical tasks:– Are on the critical path– Do not have slack

Copyright © 2015 Pearson Education, Inc.

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Identify the Critical Path (Continued)

Copyright © 2015 Pearson Education, Inc.

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Identify the Critical Path (Continued)

Copyright © 2015 Pearson Education, Inc.

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Create a Work Breakdown Structure

• WBS—creates a project plan structure in which:– Project tasks are identified– Task relationships are defined– Task resources are assigned

• When creating a WBS: – Main goals of the scope of a project are defined– Tasks needed to complete the goals are identified

Copyright © 2015 Pearson Education, Inc.

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Create a Work Breakdown Structure (Continued)

Copyright © 2015 Pearson Education, Inc.

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Create a Work Breakdown Structure (Continued)

Copyright © 2015 Pearson Education, Inc.

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Create a Work Breakdown Structure (Continued)

Copyright © 2015 Pearson Education, Inc.

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Create a Work Breakdown Structure (Continued)

Copyright © 2015 Pearson Education, Inc.

Page 13: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Create and Assign Project Resources

• Resources—people, materials, or costs needed to complete project tasks

• Resource Sheet view—resource information entered in columns and rows:– Resource name– Resource type– Resource cost– Assign a calendar to a resource

Copyright © 2015 Pearson Education, Inc.

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Create and Assign Project Resources (Continued)

Copyright © 2015 Pearson Education, Inc.

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Create and Assign Project Resources (Continued)

Project resources can be assigned to tasks:• Assign Resources dialog box• Cell in the Resource column arrow of the Entry

table in Gantt Chart view• Resources tab in the Task Information dialog box• Task Work Form in Details view

Copyright © 2015 Pearson Education, Inc.

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Create and Assign Project Resources (Continued)

Copyright © 2015 Pearson Education, Inc.

Page 17: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Change Task Durations by Adding Resources

Copyright © 2015 Pearson Education, Inc.

• The duration of a task is:– Shortened as resources are added – Lengthened as resources are removed

• The amount of effort necessary to complete a task remains unchanged

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Change Task Durations by Adding Resources (Continued)

Copyright © 2015 Pearson Education, Inc.

• Overallocated—when a resource is assigned to more work than available working hours

• Leveling—correcting overallocated resources to make sure no resource is assigned more hours than available work hours

• Crashing—adding resources to a project to be sure the project is completed on time

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Change Task Durations by Adding Resources (Continued)

Copyright © 2015 Pearson Education, Inc.

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View Resource Assignments in the Team Planner View

Copyright © 2015 Pearson Education, Inc.

Page 21: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Enhance a Project Schedule with Elapsed Duration and Recurring Tasks

Copyright © 2015 Pearson Education, Inc.

Page 22: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Create Project Reports

Project 2013 reporting features:• Include charts and images• Provide dozens of pre-loaded reports• Allow customizable reports• Based on project status

Project 2013 reports:•Dashboard•Resources•Costs• In Progress

Copyright © 2015 Pearson Education, Inc.

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Create Project Reports (Continued)

Copyright © 2015 Pearson Education, Inc.

Page 24: 1 Copyright © 2015 Pearson Education, Inc. Module 1 Workshop 2 Creating a Detailed Project Plan Series Editor Amy Kinser by Kristyn Jacobson

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Copy and Paste Information toOther Applications

Sharing Project 2013 information with other applications:• Copying and pasting• Importing and exporting• Linking

Copyright © 2015 Pearson Education, Inc.

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Copy and Paste Information toOther Applications (Continued)

Copyright © 2015 Pearson Education, Inc.

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Copy and Paste Information toOther Applications (Continued)

Copyright © 2015 Pearson Education, Inc.

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Copy and Paste Information toOther Applications (Continued)

Copyright © 2015 Pearson Education, Inc.

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Copy and Paste Information toOther Applications (Continued)

Copyright © 2015 Pearson Education, Inc.

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Copy and Paste Information toOther Applications (Continued)

Copyright © 2015 Pearson Education, Inc.

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Share Project Information with Microsoft Excel

Copyright © 2015 Pearson Education, Inc.

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Share Project Information with Microsoft Excel (Continued)

Copyright © 2015 Pearson Education, Inc.

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Share Project Information with Microsoft Excel (Continued)

Linking data:• Advantage—when the data is updated in the

source document, it is automatically updated in the destination file or vice versa

• Disadvantage—the source file and the destination file must accompany each other when emailed, moved, or shared

Copyright © 2015 Pearson Education, Inc.

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Use Project Templates and Create Project Templates

Copyright © 2015 Pearson Education, Inc.

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Use Project Templates and Create Project Templates (Continued)

Copyright © 2015 Pearson Education, Inc.

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Summary

• Project managers can use Microsoft Project 2013 to assist them in planning and achieving project success. • Project 2013 provides managers with

systematic tools for creating, modifying, and sharing a project.

Copyright © 2015 Pearson Education, Inc.

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Questions

Copyright © 2015 Pearson Education, Inc.

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Copyright

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any

means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher. Printed in the

United States of America.Copyright © 2015 Pearson Education, Inc.