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Managing Projects with Microsoft Project 2010

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This video training with Steve Caseley covers Microsoft’s project management software, including topics such as creating and maintaining calendars, assigning resources, and more....
This video training with Steve Caseley covers Microsoft’s project management software, including topics such as creating and maintaining calendars, assigning resources, and more.

Related area of expertise:
  • IT project management

Recommended skills:
  • Familiarity with previous versions of Microsoft Project
  • Experience managing projects

Recommended equipment:
  • Microsoft Project 2010

Related certifications:
  • Microsoft Certified Technology Specialist (MCTS): Managing Projects with Microsoft Project 2010

Related job functions:
  • Project managers


Make sure your projects finish on time, on budget and to specification with Microsoft Office Project 2010. After watching this training, you'll understand how to utilize MSP's many features to plan, collaborate and deliver projects that stand out. This course covers the complete spectrum of Microsoft Project 2010.

With powerful organizational tools and practically infinite configurability, MSP can help you manage all the moving parts to optimize project management. Whether you're a new project manager or just want a great tool to add to your belt, Steve Caseley's MSP training will instantly help you improve efficiency. This course covers information for the Microsoft 70-178 exam (formerly known as 77-178).

This training has been approved for Category A PDUs. For a listing of how many PDUs are earned for this training, please visit our PMI R.E.P. FAQs on our Forum.
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1. What is Project Management? (39 min)
2. Create a New Project (27 min)
3. Create and Maintain Calendars (32 min)
4. Create Custom Fields (33 min)
5. Customize Options Settings (42 min)
6. Setup Project Information & Create a Logical Project Structure (34 min)
7. Create a Logical Schedule Module (35 min)
8. Create a User Controlled Schedule (35 min)
9. Manage Multiple Projects (37 min)
10. Enter and Edit Resource Information (37 min)
11. Assign Resources (36 min)
12. Edit Assignments (31 min)
13. Manage Resource Allocation (32 min)
14. Manage Resource Allocation using Team Planner (26 min)
15. Model Project Costs (40 min)
16. Setting Project Baseline and Tracking Percentage Completion (30 min)
17. Setting Project Baseline and Tracking Percentage Completion 2 (29 min)
18. Comparing Progress Against a Baseline (28 min)
19. Comparing Progress Against a Baseline – Remedial Actions (27 min)
20. Task Inspector, Critical Path and Earned Value Management (35 min)
21. Using Views and Tables (26 min)
22. Fine Tuning Views and Tables (24 min)
23. Share Data with External Sources (31 min)
24. Print Schedules and Reports (32 min)

What is Project Management?

00:00:00

Welcome to this nugget series, and Microsoft Project 2010, or welcome to this nugget series on passing your Microsoft Project 2010 Managing Projects Exam 77-178. This nugget series has been put together with both purposes in mind, and will absolutely satisfy your requirements. If you simply want to learn what's new in Microsoft Project 2010, or if you're a newcomer to Microsoft Project, and simply want to learn what Microsoft Project is, this nugget will do that for you, or if you want to expand that a little bit and ensure that you can prove to your boss as well, that not only do I understand Microsoft Project 2010, I have been able to pass my certification exam with Microsoft and I have my 77-178 exam.

00:00:56

This nugget series, as well as the exam itself, is broken into five segments. The first segment is 1.0, Initializing Project, and when I say project I mean Microsoft Project. Not initiating a project from a project management viewpoint, but initiating Microsoft Project, and I'll often refer to Microsoft Project as simply MSP for short.

00:01:23

Microsoft Project is a very powerful, flexible tool. If we don't do the right job of initializing Microsoft Project out of the shrink wrap, setting all of the options in this very powerful, flexible tool, Microsoft Project will in fact appear to be doing something incorrect. Microsoft Project will appear to be doing something you didn't expect. It's not doing something wrong, and I deliberately use the word appear, because it is only appearing to do something wrong, it's doing exactly what you asked it to do, based on how you initialized it. So we'll spend significant time, in our introductory nuggets, reviewing and understanding what it takes to set Microsoft Project up to manage projects, to schedule projects in exactly the format that you want. From there we'll move on to 2.0, Creating a Task-Based Schedule.

00:02:17

Most people, when they think of Microsoft Project, will think of it as a tool for creating a project plan or a project schedule. I'm gonna put my work breakdown structure into Microsoft Project. I'm going to created a project schedule, and my work in Microsoft Project is done. Well, you've done a good job of using Microsoft Project, but there's far more to using Microsoft Project than simply creating that initial task-based schedule. We'll review all of the features and functions required to create a powerful, effective, task-based schedule, but then, in our next segment of the exam prep, in the next segment of this nugget series, we'll talk about managing that project. We'll talk about putting resources onto the WBS, and managing the resources within the WBS, to ensure we effective resource utilization, and a project schedule that maximizes our resources; maximizes our efficiency, and delivers the most value to the organization, and from there, we'll move on to 4.0, Tracking and Analyzing the Project. The day to day management of the MSP. Again, Microsoft Project is often used for just creating of the schedule. Microsoft Project is a very powerful tool for tracking and analyzing the impacts of reality on our project, and in this segment of our nugget series, we'll examine all of the features and functions in Microsoft Project to do that for us, and then finally, what good is a tool like Microsoft Project if we can't get the information out of Microsoft Project, and communicate it to our stakeholders, to our sponsor, to our boss, to anyone who cares about our project plan, our project resources, our project actuals, and, in this final segment of our nugget, we will examine what features are available in Microsoft Project for communicating that project information, but on with our, our first segment, Initializing Microsoft Project.

00:04:23

As I mentioned, this nugget is focused on Microsoft Project Overview, MSP. In this nugget, we're gonna discuss what is Project, what is Microsoft Project, how do we use Microsoft Project, what its features and functions are going to be. We'll provide an overview of what's new in Project 10, and we'll re-highlight some of those new features in Project 10, as we go through the remaining nuggets in this series. The good news is, Microsoft has put a lot of new features and functions into Project 10. It has been significantly upgraded in terms of its look and feel. It is now, I would say, fully integrated from look and feel viewpoint into the Microsoft Office family.

00:05:07

The ribbon functionality is there. The overall backstage and file management components of Microsoft Project are very consistent with the overall Office functionality, and in addition to the look and feel, Microsoft has introduced some very exciting new features, like manual schedule, like task inspector, like, like, like, that we'll explore as we go through this series. So stay tuned throughout the series. We're going to highlight some very exciting new features in Project 10. We'll provide an overview of the 77-178 exam.

00:05:44

I, as I mentioned in the introduction, I have deliberately structured this nugget series so that it will satisfy both. If you're interested in simply learning Microsoft Project as a job aid, or if you're interested in passing the 77-178, but for those of you specifically interested in the exam, we will give you a very brief overview of the exam, of the format, and what you need to be prepared to pass your exam, and finally, and most importantly, we're going to stop using whiteboards. We're going to launch Microsoft Project, and we're going to begin to provide an overview of what Project is. A very brief overview, a high-level overview of Project, to familiarize yourself with what Microsoft Project is and how it operates, and then obviously, for all remaining nuggets in this series, we're gonna do the in-depth review of Microsoft Project in action.

00:06:37

And I want to kick us off with a brief description of what is Microsoft Project. Microsoft Project is a tool, and nothing more than a tool. It's a very powerful tool. It's a tool that I wouldn't want to attempt to manage a project without, but it is simply a tool. Microsoft Project is not a substitution for project management. I expect you are all project managers by, by trade. Project managers by heart, and therefore understand the discipline of the concepts of project management, scope management, time management, cost management, and so on and so on and so on. It's important that you understand what project management is, before you attempt to use a tool like Microsoft Project, because without the fundamentals of my, of project management, the tool is simply going to be a tool and not deliver the full value to you.

00:07:30

If you feel you need a bit of an overview in project management, we have nuggets on CBT Nuggets that will help you understand what project management is. We have a Comptia Project + certification exam preparation series, which will provide you an overview of project management, specifically focused to IT.

00:07:52

We also have a PMI, Project Management Institute; a project management training series, that would equip you to pass your SCAPM, or your PMP exam. So again, if you feel you need a little more basis in project management, there are other nuggets available to you at CBT Nuggets. This nugget is focused exclusively on using the tool called Microsoft Project, and Microsoft Project is a very powerful tool, as I say here, it does multiple things.

00:08:24

First and foremost, it is a scheduling tool. In my experience working with most project managers new to Microsoft Project, they, they think often of Microsoft Project as only a scheduling tool. It is a scheduling tool, and it's a very powerful scheduling tool, and in this nugget series we'll examine how powerful the scheduling engine in Microsoft Project is, but, as I said already in the introduction, Microsoft Project is much more than an, a scheduling tool. It's also a very powerful analysis tool. It allows us to do what-if analysis.

00:09:01

During planning, what if we change these dependencies, during planning. What if I assign this task to a different resource, during planning, what if, what if, what if, gives us lots of ability to do what if analysis, and use that to develop the most powerful, the most aggressive, the most appropriate schedule based on our project requirements.

00:09:25

With the schedule created, Microsoft Project is then a very powerful management tool. This is the day to day, tracking time, analyzing variances, dealing with resourcing issues, dealing with scope change, dealing with, dealing with. Anything and everything that's gonna get thrown at us as project managers, Microsoft Project is a very powerful tool to support our ongoing day-to-day, week-to-week, month-to-month management of our project schedule, and finally, as I already discussed, Microsoft Project is a very powerful communications tool, so that we can deliver info status to our stakeholders, to our boss, to our sponsor, to our, whoever else needs information from Microsoft Project. And a final statement as part of a commercial message to Microsoft Project, or Microsoft themselves, Microsoft Project is part of a larger tool set, as I mentioned, it is more integrated into the Microsoft Office environment than it has been in the past, but the larger tool set that I refer to here is Microsoft Project Server, which is a web-based product that allows us to integrate multiple Microsoft Project plans, and begin to move into true portfolio management. This nugget series itself is focused exclusively on Project. There will be nuggets in the future, specific on CBT Nuggets to Microsoft Project Server, so if you're interested in Project Server, once you complete this series and get your 77-178, come back to CBT Nuggets, and we should have a training series on Microsoft Project available to you in the very near future. So for those of you who are experienced Project users and moving up to Project 10, what's new, what are you gonna see different when you unwrap the shrink wrap? I made reference to a couple of these are already. It is now more integrated into the Office look and feel. It now uses the ribbon, or some people refer to as the offered, Office fluid interface.

00:12:12

I think they're, the ribbon is a much easier word to say, so I'll stick to calling it the ribbon throughout the nugget series, and they've moved a lot of the housekeeping, the file saves, the prints, the various housekeeping options, again, consistent with the look and feel of the other Office products, to a interface called the backstage. So this is more housekeeping, this doesn't truly allow us to create a better project plan, but it simply makes Project a little bit easier to use, because it's now very consistent with the other tools we use day to day as project managers. It has been significantly improved in usability.

00:13:01

Better formatting, better control, better usability, more intuitive buttons, more, better, et cetera, et cetera, and I'm not going to call out the specific features, which are easier to use and better formatting, you'll see them in action as we're using Microsoft Project 10, and I will call out specific features that I find have made Project 10 much easier to use, as we're going through the other nuggets in the series.

00:13:27

A very minor improvement, because there's always been ways to save to pdfs using third party products, but one that I personally find very exciting and I use a lot, is now, I have the ability, directly within Microsoft Project, to save it to a pdf, and I have a dialogue box to help me create a pdf that's exactly consistent with, appropriate to the information I want moved to a pdf, so that I can begin to share my project information with non-project users.

00:13:59

This reference to better integration with Office, isn't referring to the ribbon in the backstage, the look and feel, this is better cut, paste, import, export capabilities within the other Office Suites. As we cut-and-paste information out of Project and move it to Word or Excel, it's setting it up as a better formatted table, it's bringing across column headings, it's maintaining our indentation and our work breakdown structures, so, just generally speaking, they've made Microsoft Project 10 far easier to integrate the data from Microsoft Project into other Office tools, whether it is Excel, whether it is Word, whether it is PowerPoint, Visio, Access, basically all of the integration of the data, not the look and feel, they've done that as well, but again, here I'm specifically referencing the data is much better in, in Project 10, and probably the most significant improvement in Project 10, is improvements in scheduling.

00:15:08

The scheduling itself has always worked very well in Microsoft Project, what they've done in 10, is they've made it easier to use, they've added more scheduling options. We now can create manually scheduled tasks. We have extra functionality available to us to control the schedule. We have better tools to optimize the schedule, to inspect the schedule, and improve the schedule. So again, as we get into schedule maintenance, you'll see some very exciting changes in 10 in the scheduling area.

00:15:37

And Microsoft has done some exciting changes to the exam itself. Exam 77-178, or the long name is Managing Projects Using Microsoft Project 2010. The exciting change that Microsoft has done, is it's now a live application. In the past, certification exams have been really all multiple choice, given scenario, pick the right answer. Well, for this exam, the exam is now live applications, you're going to have MSP code snippets.

00:16:16

It's going to give you a performance-based exam that's gonna measure your skill, based on outcomes, not on how you perform the task, i.e. it's gonna say, here is a code snippet from MSP, show me how you would reassign a resource, show me how you would create a task dependency, and so on, and so on, and so on, and I think that's really exciting for two reasons. One, I think it's really exciting because it makes the exam and the certification far more relevant. It means that yes, I can, I can prove to you I know how to use this tool. I can't, in the past, I'm not going to say the exams were, were, were not qualifying us, but in the, in the past, the exams would give you a passing grade if you were good at memorization. Well now, the exam is gonna give you a passing grade for your certification, if you can prove that you know how to use the product. So I think that's really exciting, and, "b", I think it makes the exam far more passable, because it's not based on memorization. It's based on live, practical application. So, some really exciting changes in the exam itself.

00:17:34

You want more details on the exam? Go to microsoft.com, to their learning area, and get all of the specific to understand how many questions, what the passing grade is, what the, the application process is, what, et cetera, et cetera. I'm not going to regurgitate everything that Microsoft has for you already out on the web, and from there, Microsoft will point you to the appropriate learning centers, or the online test centers, because Microsoft themselves do not administer the exam, but from microsoft.com/learning, it will allow you to search for, find the online test center nearest to where you live or where you work. Schedule the exam, and then go in and pass the exam based on this new, exciting live application for our Microsoft Project certification, and one final, brief discussion on some tips and hints for taking the exam, and then we'll get in to actually using Microsoft Project. This is the last whiteboard you have to sit through in this nugget.

00:18:36

Be prepared. Go through the material in this nugget, practice with Microsoft Project. Download my sample files that I have in nugget lab, be prepared, be confident. Use MSP. Understand MSP, and when you're prepared and confident, you're going to be far more mentally prepared to pass the exam, and a large part of being prepared is reviewing this nugget series, one times, two times, however many times you need to go through this nugget series to get that confidence. Review the nuggets that you need more help on, multiple times, and pass over the nuggets in the areas that you already have the, the, the basic information, the basic understanding of Microsoft Project, but be prepared and be confident, be in that positive state of mind.

00:19:34

Find the exam site the day, or before the day, of the exam. The exam site may be in a different part of the town than you normally go to, or the exam site maybe in a different town altogether. In advance of, probably the weekend before you're scheduled to take your exam, put the family in the car, pack a picnic lunch, go for a drive and find the exam site. Understand the best road in, be aware of, is there construction already going on, what do I need to do to, to, be prepared to get to that exam site, well in advance of the actual time of the exam, which leads us to the next one, arrive early.

00:20:18

If you're exam is scheduled for nine o' clock in the morning, I would suggest getting there by at least eight. That way, any stress of traffic, any stress of getting lost, any stress of construction, will be eliminated because you know you have that extra hour to get there. You arrive early, you've got an hour to, to kill, find a park, sit down and get yourself into that prepared, confident state of mind. Find a coffee shop, do whatever it's gonna take to get yourself into that positive state of mind, but if you arrive early, you've eliminated the travel stress, and you've given yourself the time to be prepared. The second you sit in the exam, write notes to yourself. If you have areas you're unsure of, of remembering, if you have your own, and I'm gonna say cheat sheets, and I, I, I mean that in a positive sense, not in the negative sense, but if you have specific things that you want to ensure you remember, write notes to yourself the second you get into the exam, you sit down, and then, using the tools the exam centers provided for you, and different exam centers are gonna give you different tools. Some exam centers are gonna give you pencil and paper. Some exam centers are gonna give you a whiteboard and an erasable marker. Some exam centers are going to give you a computer with a notepad, but you're always going to have some ability, in that exam center, to sit down and do your mental brain dump.

00:22:03

If there's anything that's stressing you, if there's anything that you're unsure of remembering, if you have this mental cheat sheet of things you want to ensure are, are there, front and center as you're taking your exam, write those notes to yourself using the tools given you, to by the exam center.

00:22:21

Then you're ready to take the exam. Understand the question. Read, reread, and then re-reread the exam question, and ensure that you thoroughly understand what it is they're asking, and then read and reread the sample questions, or carefully work through the live action of using Microsoft Project, to complete the question appropriately.

00:22:56

Find the best answer to every question, and make sure you answer all questions. This isn't one of those exams where a right cancels a wrong, we are penalized for guessing. In this certification, if there's truly an, an exam question that you do not know how to answer, guess, but don't guess right off the top. If there's exam questions you aren't sure what the right answers is, mark them for review. Again, the exam itself is gonna have some facility to mark the question, to go back and rereview, after you've completed.

00:23:34

Get through the exam once, answer all of the questions that you can easily, again, build up your confidence, there, I passed through the exam, I've gone through 80% of the questions, and I'm confident I've got them all right, then you go back and look at the questions that you've marked for review, spend some more time on those, go back and look at your, your notes to yourself, answer the next bunch of questions that you weren't exactly sure, that you needed more time to think about and review, bring that percentage up to the 95%, and then if there's questions remaining and you're running out of time, guess the best answer that you're gonna get. Again, you're not going to be penalized, so don't go out of that exam with any questions unanswered, and because this is a live action exam, don't go changing settings not related to the question. If the question specifically tells you, show me how to change the task type, then absolutely, you're gonna want to go into options, and you're gonna set the task type, but if the exam questions says, show me how you would assign work to this resource, to this task, don't go in and start second guessing the settings, oh, they have this set as a fixed duration task, if I was doing this, I would probably have called this a fixed work task, so therefore I'm gonna go in, I'm gonna set, no. If the question asked you to change the task type, then do it, but if the question asked you to assign an, a resource to the task, then do the minimum to answer the specific question, but don't go changing the settings that are not directly related to the question you're working on.

00:25:22

So finally we're in Microsoft Project. I have opened an existing project, that's called Dream Home. Dream Home is available to you on, on nuggetlab.com, so you will want to go to nuggetlab.com and download, not only Dream Home, but all of the various sample MPP files I have out there, because we will be referring to different versions of this Dream Home plan as we go through this nugget series.

00:25:48

For those of you who've used Microsoft Project before, you will notice an instant, significant change in Project 10, and that's the application of the ribbon. So, right now I am in, on the ribbon on the task group, and, in fact, we have multiple versions of the ribbon, or, or multiple focuses of the ribbon for task resources, project view, and et cetera. We'll come to an exam, what's on, on those in just a moment.

00:26:17

The ribbon is organized, or has organized all of the main Microsoft Project functionality that you would want to do, related to a task. So we can control the view, we can operate our clipboard, we can control the fonts, we can do a lot of scheduling activities, we can deal with the tasks, whether they're manually scheduled tasks, or auto scheduled tasks, we can talk about the properties, and so on, and we'll explore all of the functionality on the ribbon as we go through this nugget series. I just wanted to point out that the, the ribbons have been organized to provide all of the information that you would want to do as a project manager, related to task work, on this ribbon, and then when we move to the resource ribbon, we again have organized, we have, Microsoft has organized all of the information related to be in managing the views, working with your assignments, inserting resources, managing the properties of resources, and doing the leveling of your resources, have all been organized under the resource tab ribbon.

00:27:23

The project ribbon, again, has organized all of the information we would want to do at a project level, working with sub projects, managing our project properties, working with the schedule and setting the baseline, maintaining the status information of the project, and working on the reports at the project level.

00:27:43

The view is all about formatting and managing our views. Views is a Microsoft Project terminology, so again, if you're new to Microsoft Project, what you're seeing on, on this particular ribbon may not make a lot of sense, but we will be exploring views in great detail in a future nugget, so just bear with me. We have everything we would want to do with views, and finally we have everything that we would want to do with formatting the project plan itself, organized into the format ribbon in Microsoft Project 10, and finally, not directly related to ribbon, we have the backstage. So if we click on the file, it'll take us to the backstage function in Project 10, and the backstage has the administrative for Save, Save As, Open, Close, dealing with project information, opening your recents, doing a New, doing the Print, Save & Send. The one thing on the backstage that I would call specific attention to, is Options.

00:28:49

In the past, we got to our Options under Tools, Options. In Project 10, we get to our Options and we have the same information on these options that we had in, in earlier versions of Project 10. We just get to it in a different location. We get to it from the backstage, rather than going Tools, Options, as we would have done in earlier releases of Microsoft Project, and one other minor item that I'll mention to you on the backstage, is this button here, for Exit.

00:29:21

This Exit button does not exit you from the backstage, back into the ribbon-focused area of Microsoft. This Exit is the same as the big red x in the upper corner. You're actually exiting Microsoft Project itself. If you're in the backstage and you wanna go back to tradi, traditional Microsoft Project functionality, you simply pick one of the other tabs for one of the, I'm gonna call it, active ribbons, as opposed to the backstage file.

00:29:52

Now, speaking of moving things around, we just discussed that the Options got moved to the backstage. The other thing we need to be aware of, with this new ribbon approach in Microsoft Project, is the functionality has been moved and grouped. As I discussed already, everything related to the task is on this ribbon. As I was beginning to use Project 10, it took me some time to get used to where different buttons, different features were grouped by Microsoft, and since a lot of the work with project creation is done at the task level, you're creating the WBS, this is a ribbon you would have opened a lot of the time. So you're going through, you've created your WBS, you've got your estimates in, and now you want to start assigning resources, and you look all over the ribbon, looking for that familiar icon of the two people side by side, and you're not seeing the icon for assigning resources anywhere, and you're really getting frustrated with Microsoft Project saying, where is my assigning resources button, and then finally, at least for Steve, he clued in and said, I'm using the word resource in that quest a lot. I bet you, if I go look at the resource tab, there is the exact icon I was looking for, the Assign Resources.

00:31:15

So again, took Steve a little while to get used to the fact that everything on this ribbon is focused on task. Working on my schedule, dealing with my formatting. Everything on this ribbon is focused on my resources, and again, Steve's prime function is assigning resources, and leveling his resources, and as soon as Steve got used to all of that being on the Resource tab, Project 10 became a lot easier and more friendly to work with. Same thing, as I'm dealing with the project and I'm trying to set my baseline, I'm dealing with my status dates, that's all on the Project tab or the Project ribbon. So just a little word of caution, that you need to get used to where and how Microsoft has rearranged the functionality on the various ribbons.

00:32:08

So that's it for the new functionality that we have related to the ribbon. This next segment of this introductory nugget is nothing new in Project 10, but I think it's critical that I go through this functionality for new users of Microsoft Project, and that's basic screen navigation within the working area of Microsoft Project. Microsoft Project presents information to you in views. We have a nugget later in the series focused on defining and managing views, so at this point just bear with me, that I have a view called the Gantt Chart, and my Gantt Chart view has two parts to it. I have the left hand part, which is what I call my column or my data area, and we can see my columns, I have a column for Task Name and Duration, and Start and Finish, Predecessors and Resource Names, and I have a slider bar here that allows me to scroll over and see additional information in this portion of my screen, and I also have a right portion of my screen, which is my calendar area, and again, I can scroll back and forth, and see which time segment of my calendar I'm looking at; and we have a divider window, that allows me to control how much real estate I'm devoting to each half, half being a relative term, each segment of my screen, and I still have my ability to scroll back and forth in my resized windows. Pretty standard functionality.

00:33:43

I don't think there's any surprises to, to any of this, even for new Microsoft Project users. The key thing is the recognizing that my window is divided into two separate scrollable segments. Now, for this scrollable segment, the, the screen is not divided. When I scroll up and down this way, both of my windows are synchronized. So as I scroll up, it is scrolling both my column text area, and my calendar area. Again, I think probably standard functionality that you would expect to see in really any Windows product, in terms of scrolling independent windows, as well as scrolling windows that are linked or, or, or attached to each other.

00:34:34

The other consideration for basic screen navigation in Microsoft Project, is not as relevant in a small project such as this, where I only have 14 lines, but if this was a large project with hundreds of lines, standard keyboard functionality for page up, page down, operates exactly as you would expect it to, the equivalent of doing scrolling in this particular elevator bar here. So, faster ways to scroll up and down, and we also have faster ways to scroll left and right in our various windows, or frames, by combining the Ctrl key and the up and down, or the Alt key and the up or down. So, if I do the Ctrl key, and I do a page up and page down, its scrolling my column, or my data area, left and right. So again, I'm holding the Ctrl key down and I'm paging up and down, doing fast scrolling through my left frame, or my column area, and if I do the same on the Alt key and do up and down, I'm fast scrolling through my calendar area and moving my screen appropriately, and one final piece of information I want to leave you with in this introductory nugget related to navigation, is the ability to further split our screen to show some detailed information for the tab, or the task, that's in focus, and we do that further split of our screen, right down here in the far right hand corner, we have a little bar, and if I mouse over that, and then do a click and drag, I'm moving the bar up, and I'm bringing in the detail Task Form, and the detailed Task Form has given me additional details about the task that I have in focus. Right now, I'm on My Dream Home, my overall project master task, and it's telling me the duration, and start date and end date. If I move down to a, an active working task in my project plan, the bolded tasks are summary tasks, and the unbolded tasks are the detailed tasks. I get the same information, this is the task, the duration, the start date, the end date, and additional information telling me that the surveyor is assigned to work on that task. They're working a 100% of their time, it's going to take them 24 hours of work, and, as I begin to track the project plan, it's gonna allow me to understand how the tracking is varying from, from reality.

00:37:16

If I move to another task, I'm gonna get the same detailed information related to that particular task, so just another piece of basic screen navigation, screen management, that's essential for you to understand as we roll up our sleeves in our next nuggets, and begin to actively explore using Microsoft Project. When we're done with this split window, we simply again, go and drag it down, and take it out of sight and we're back into our main view. We want it back, we bring it back up.

00:37:49

With that, our basic overview of Microsoft Project is done. Now we're ready for our detailed nuggets, focused on using Microsoft Project as a tool for managing projects. This concludes our nugget providing an overview of Microsoft Project. In this nugget we discussed what is Project. It is a tool, it's a very powerful tool. It's a tool, as I said, I wouldn't want to attempt to manage a project without, but it is a tool.

00:38:17

It helps us create a schedule. It cre, helps us do analysis. It helps us do tracking and management, and it's a powerful communications tool, but it's just a tool that we need to learn and use appropriately as project managers. We provided an overview of the new features in Project 10. I will be calling out these features throughout the nuggets as we go through and we start to work with the new functionality in Project 10. We provided an overview of the exam 77-178. This is a very exciting new exam, in that it is tool-based.

00:39:05

There you're actually gonna get a chance to roll up your sleeves and use Microsoft Project to prove to the world, to prove to your boss, that you understand this tool. So I think that's a really exciting new feature in this exam itself, and finally, we started with an overview of what the tool, Microsoft Project, is, a very brief overview. We're going to be rolling up our sleeves and using Microsoft Project throughout all of the remaining nuggets in this series, but we have kicked off what Microsoft Project is, what the exam is, and have you prepared to take the rest of the nuggets in the series. This concludes our nugget on Microsoft Project overview and preparing for exam 77-178, Managing Projects Using MSP 2010. I hope this module has been informative for you, and thank you very much for viewing.

00:00:00

Welcome to this nugget series, and Microsoft Project 2010, or welcome to this nugget series on passing your Microsoft Project 2010 Managing Projects Exam 77-178. This nugget series has been put together with both purposes in mind, and will absolutely satisfy your requirements. If you simply want to learn what's new in Microsoft Project 2010, or if you're a newcomer to Microsoft Project, and simply want to learn what Microsoft Project is, this nugget will do that for you, or if you want to expand that a little bit and ensure that you can prove to your boss as well, that not only do I understand Microsoft Project 2010, I have been able to pass my certification exam with Microsoft and I have my 77-178 exam.

00:00:56

This nugget series, as well as the exam itself, is broken into five segments. The first segment is 1.0, Initializing Project, and when I say project I mean Microsoft Project. Not initiating a project from a project management viewpoint, but initiating Microsoft Project, and I'll often refer to Microsoft Project as simply MSP for short.

00:01:23

Microsoft Project is a very powerful, flexible tool. If we don't do the right job of initializing Microsoft Project out of the shrink wrap, setting all of the options in this very powerful, flexible tool, Microsoft Project will in fact appear to be doing something incorrect. Microsoft Project will appear to be doing something you didn't expect. It's not doing something wrong, and I deliberately use the word appear, because it is only appearing to do something wrong, it's doing exactly what you asked it to do, based on how you initialized it. So we'll spend significant time, in our introductory nuggets, reviewing and understanding what it takes to set Microsoft Project up to manage projects, to schedule projects in exactly the format that you want. From there we'll move on to 2.0, Creating a Task-Based Schedule.

00:02:17

Most people, when they think of Microsoft Project, will think of it as a tool for creating a project plan or a project schedule. I'm gonna put my work breakdown structure into Microsoft Project. I'm going to created a project schedule, and my work in Microsoft Project is done. Well, you've done a good job of using Microsoft Project, but there's far more to using Microsoft Project than simply creating that initial task-based schedule. We'll review all of the features and functions required to create a powerful, effective, task-based schedule, but then, in our next segment of the exam prep, in the next segment of this nugget series, we'll talk about managing that project. We'll talk about putting resources onto the WBS, and managing the resources within the WBS, to ensure we effective resource utilization, and a project schedule that maximizes our resources; maximizes our efficiency, and delivers the most value to the organization, and from there, we'll move on to 4.0, Tracking and Analyzing the Project. The day to day management of the MSP. Again, Microsoft Project is often used for just creating of the schedule. Microsoft Project is a very powerful tool for tracking and analyzing the impacts of reality on our project, and in this segment of our nugget series, we'll examine all of the features and functions in Microsoft Project to do that for us, and then finally, what good is a tool like Microsoft Project if we can't get the information out of Microsoft Project, and communicate it to our stakeholders, to our sponsor, to our boss, to anyone who cares about our project plan, our project resources, our project actuals, and, in this final segment of our nugget, we will examine what features are available in Microsoft Project for communicating that project information, but on with our, our first segment, Initializing Microsoft Project.

00:04:23

As I mentioned, this nugget is focused on Microsoft Project Overview, MSP. In this nugget, we're gonna discuss what is Project, what is Microsoft Project, how do we use Microsoft Project, what its features and functions are going to be. We'll provide an overview of what's new in Project 10, and we'll re-highlight some of those new features in Project 10, as we go through the remaining nuggets in this series. The good news is, Microsoft has put a lot of new features and functions into Project 10. It has been significantly upgraded in terms of its look and feel. It is now, I would say, fully integrated from look and feel viewpoint into the Microsoft Office family.

00:05:07

The ribbon functionality is there. The overall backstage and file management components of Microsoft Project are very consistent with the overall Office functionality, and in addition to the look and feel, Microsoft has introduced some very exciting new features, like manual schedule, like task inspector, like, like, like, that we'll explore as we go through this series. So stay tuned throughout the series. We're going to highlight some very exciting new features in Project 10. We'll provide an overview of the 77-178 exam.

00:05:44

I, as I mentioned in the introduction, I have deliberately structured this nugget series so that it will satisfy both. If you're interested in simply learning Microsoft Project as a job aid, or if you're interested in passing the 77-178, but for those of you specifically interested in the exam, we will give you a very brief overview of the exam, of the format, and what you need to be prepared to pass your exam, and finally, and most importantly, we're going to stop using whiteboards. We're going to launch Microsoft Project, and we're going to begin to provide an overview of what Project is. A very brief overview, a high-level overview of Project, to familiarize yourself with what Microsoft Project is and how it operates, and then obviously, for all remaining nuggets in this series, we're gonna do the in-depth review of Microsoft Project in action.

00:06:37

And I want to kick us off with a brief description of what is Microsoft Project. Microsoft Project is a tool, and nothing more than a tool. It's a very powerful tool. It's a tool that I wouldn't want to attempt to manage a project without, but it is simply a tool. Microsoft Project is not a substitution for project management. I expect you are all project managers by, by trade. Project managers by heart, and therefore understand the discipline of the concepts of project management, scope management, time management, cost management, and so on and so on and so on. It's important that you understand what project management is, before you attempt to use a tool like Microsoft Project, because without the fundamentals of my, of project management, the tool is simply going to be a tool and not deliver the full value to you.

00:07:30

If you feel you need a bit of an overview in project management, we have nuggets on CBT Nuggets that will help you understand what project management is. We have a Comptia Project + certification exam preparation series, which will provide you an overview of project management, specifically focused to IT.

00:07:52

We also have a PMI, Project Management Institute; a project management training series, that would equip you to pass your SCAPM, or your PMP exam. So again, if you feel you need a little more basis in project management, there are other nuggets available to you at CBT Nuggets. This nugget is focused exclusively on using the tool called Microsoft Project, and Microsoft Project is a very powerful tool, as I say here, it does multiple things.

00:08:24

First and foremost, it is a scheduling tool. In my experience working with most project managers new to Microsoft Project, they, they think often of Microsoft Project as only a scheduling tool. It is a scheduling tool, and it's a very powerful scheduling tool, and in this nugget series we'll examine how powerful the scheduling engine in Microsoft Project is, but, as I said already in the introduction, Microsoft Project is much more than an, a scheduling tool. It's also a very powerful analysis tool. It allows us to do what-if analysis.

00:09:01

During planning, what if we change these dependencies, during planning. What if I assign this task to a different resource, during planning, what if, what if, what if, gives us lots of ability to do what if analysis, and use that to develop the most powerful, the most aggressive, the most appropriate schedule based on our project requirements.

00:09:25

With the schedule created, Microsoft Project is then a very powerful management tool. This is the day to day, tracking time, analyzing variances, dealing with resourcing issues, dealing with scope change, dealing with, dealing with. Anything and everything that's gonna get thrown at us as project managers, Microsoft Project is a very powerful tool to support our ongoing day-to-day, week-to-week, month-to-month management of our project schedule, and finally, as I already discussed, Microsoft Project is a very powerful communications tool, so that we can deliver info status to our stakeholders, to our boss, to our sponsor, to our, whoever else needs information from Microsoft Project. And a final statement as part of a commercial message to Microsoft Project, or Microsoft themselves, Microsoft Project is part of a larger tool set, as I mentioned, it is more integrated into the Microsoft Office environment than it has been in the past, but the larger tool set that I refer to here is Microsoft Project Server, which is a web-based product that allows us to integrate multiple Microsoft Project plans, and begin to move into true portfolio management. This nugget series itself is focused exclusively on Project. There will be nuggets in the future, specific on CBT Nuggets to Microsoft Project Server, so if you're interested in Project Server, once you complete this series and get your 77-178, come back to CBT Nuggets, and we should have a training series on Microsoft Project available to you in the very near future. So for those of you who are experienced Project users and moving up to Project 10, what's new, what are you gonna see different when you unwrap the shrink wrap? I made reference to a couple of these are already. It is now more integrated into the Office look and feel. It now uses the ribbon, or some people refer to as the offered, Office fluid interface.

00:12:12

I think they're, the ribbon is a much easier word to say, so I'll stick to calling it the ribbon throughout the nugget series, and they've moved a lot of the housekeeping, the file saves, the prints, the various housekeeping options, again, consistent with the look and feel of the other Office products, to a interface called the backstage. So this is more housekeeping, this doesn't truly allow us to create a better project plan, but it simply makes Project a little bit easier to use, because it's now very consistent with the other tools we use day to day as project managers. It has been significantly improved in usability.

00:13:01

Better formatting, better control, better usability, more intuitive buttons, more, better, et cetera, et cetera, and I'm not going to call out the specific features, which are easier to use and better formatting, you'll see them in action as we're using Microsoft Project 10, and I will call out specific features that I find have made Project 10 much easier to use, as we're going through the other nuggets in the series.

00:13:27

A very minor improvement, because there's always been ways to save to pdfs using third party products, but one that I personally find very exciting and I use a lot, is now, I have the ability, directly within Microsoft Project, to save it to a pdf, and I have a dialogue box to help me create a pdf that's exactly consistent with, appropriate to the information I want moved to a pdf, so that I can begin to share my project information with non-project users.

00:13:59

This reference to better integration with Office, isn't referring to the ribbon in the backstage, the look and feel, this is better cut, paste, import, export capabilities within the other Office Suites. As we cut-and-paste information out of Project and move it to Word or Excel, it's setting it up as a better formatted table, it's bringing across column headings, it's maintaining our indentation and our work breakdown structures, so, just generally speaking, they've made Microsoft Project 10 far easier to integrate the data from Microsoft Project into other Office tools, whether it is Excel, whether it is Word, whether it is PowerPoint, Visio, Access, basically all of the integration of the data, not the look and feel, they've done that as well, but again, here I'm specifically referencing the data is much better in, in Project 10, and probably the most significant improvement in Project 10, is improvements in scheduling.

00:15:08

The scheduling itself has always worked very well in Microsoft Project, what they've done in 10, is they've made it easier to use, they've added more scheduling options. We now can create manually scheduled tasks. We have extra functionality available to us to control the schedule. We have better tools to optimize the schedule, to inspect the schedule, and improve the schedule. So again, as we get into schedule maintenance, you'll see some very exciting changes in 10 in the scheduling area.

00:15:37

And Microsoft has done some exciting changes to the exam itself. Exam 77-178, or the long name is Managing Projects Using Microsoft Project 2010. The exciting change that Microsoft has done, is it's now a live application. In the past, certification exams have been really all multiple choice, given scenario, pick the right answer. Well, for this exam, the exam is now live applications, you're going to have MSP code snippets.

00:16:16

It's going to give you a performance-based exam that's gonna measure your skill, based on outcomes, not on how you perform the task, i.e. it's gonna say, here is a code snippet from MSP, show me how you would reassign a resource, show me how you would create a task dependency, and so on, and so on, and so on, and I think that's really exciting for two reasons. One, I think it's really exciting because it makes the exam and the certification far more relevant. It means that yes, I can, I can prove to you I know how to use this tool. I can't, in the past, I'm not going to say the exams were, were, were not qualifying us, but in the, in the past, the exams would give you a passing grade if you were good at memorization. Well now, the exam is gonna give you a passing grade for your certification, if you can prove that you know how to use the product. So I think that's really exciting, and, "b", I think it makes the exam far more passable, because it's not based on memorization. It's based on live, practical application. So, some really exciting changes in the exam itself.

00:17:34

You want more details on the exam? Go to microsoft.com, to their learning area, and get all of the specific to understand how many questions, what the passing grade is, what the, the application process is, what, et cetera, et cetera. I'm not going to regurgitate everything that Microsoft has for you already out on the web, and from there, Microsoft will point you to the appropriate learning centers, or the online test centers, because Microsoft themselves do not administer the exam, but from microsoft.com/learning, it will allow you to search for, find the online test center nearest to where you live or where you work. Schedule the exam, and then go in and pass the exam based on this new, exciting live application for our Microsoft Project certification, and one final, brief discussion on some tips and hints for taking the exam, and then we'll get in to actually using Microsoft Project. This is the last whiteboard you have to sit through in this nugget.

00:18:36

Be prepared. Go through the material in this nugget, practice with Microsoft Project. Download my sample files that I have in nugget lab, be prepared, be confident. Use MSP. Understand MSP, and when you're prepared and confident, you're going to be far more mentally prepared to pass the exam, and a large part of being prepared is reviewing this nugget series, one times, two times, however many times you need to go through this nugget series to get that confidence. Review the nuggets that you need more help on, multiple times, and pass over the nuggets in the areas that you already have the, the, the basic information, the basic understanding of Microsoft Project, but be prepared and be confident, be in that positive state of mind.

00:19:34

Find the exam site the day, or before the day, of the exam. The exam site may be in a different part of the town than you normally go to, or the exam site maybe in a different town altogether. In advance of, probably the weekend before you're scheduled to take your exam, put the family in the car, pack a picnic lunch, go for a drive and find the exam site. Understand the best road in, be aware of, is there construction already going on, what do I need to do to, to, be prepared to get to that exam site, well in advance of the actual time of the exam, which leads us to the next one, arrive early.

00:20:18

If you're exam is scheduled for nine o' clock in the morning, I would suggest getting there by at least eight. That way, any stress of traffic, any stress of getting lost, any stress of construction, will be eliminated because you know you have that extra hour to get there. You arrive early, you've got an hour to, to kill, find a park, sit down and get yourself into that prepared, confident state of mind. Find a coffee shop, do whatever it's gonna take to get yourself into that positive state of mind, but if you arrive early, you've eliminated the travel stress, and you've given yourself the time to be prepared. The second you sit in the exam, write notes to yourself. If you have areas you're unsure of, of remembering, if you have your own, and I'm gonna say cheat sheets, and I, I, I mean that in a positive sense, not in the negative sense, but if you have specific things that you want to ensure you remember, write notes to yourself the second you get into the exam, you sit down, and then, using the tools the exam centers provided for you, and different exam centers are gonna give you different tools. Some exam centers are gonna give you pencil and paper. Some exam centers are gonna give you a whiteboard and an erasable marker. Some exam centers are going to give you a computer with a notepad, but you're always going to have some ability, in that exam center, to sit down and do your mental brain dump.

00:22:03

If there's anything that's stressing you, if there's anything that you're unsure of remembering, if you have this mental cheat sheet of things you want to ensure are, are there, front and center as you're taking your exam, write those notes to yourself using the tools given you, to by the exam center.

00:22:21

Then you're ready to take the exam. Understand the question. Read, reread, and then re-reread the exam question, and ensure that you thoroughly understand what it is they're asking, and then read and reread the sample questions, or carefully work through the live action of using Microsoft Project, to complete the question appropriately.

00:22:56

Find the best answer to every question, and make sure you answer all questions. This isn't one of those exams where a right cancels a wrong, we are penalized for guessing. In this certification, if there's truly an, an exam question that you do not know how to answer, guess, but don't guess right off the top. If there's exam questions you aren't sure what the right answers is, mark them for review. Again, the exam itself is gonna have some facility to mark the question, to go back and rereview, after you've completed.

00:23:34

Get through the exam once, answer all of the questions that you can easily, again, build up your confidence, there, I passed through the exam, I've gone through 80% of the questions, and I'm confident I've got them all right, then you go back and look at the questions that you've marked for review, spend some more time on those, go back and look at your, your notes to yourself, answer the next bunch of questions that you weren't exactly sure, that you needed more time to think about and review, bring that percentage up to the 95%, and then if there's questions remaining and you're running out of time, guess the best answer that you're gonna get. Again, you're not going to be penalized, so don't go out of that exam with any questions unanswered, and because this is a live action exam, don't go changing settings not related to the question. If the question specifically tells you, show me how to change the task type, then absolutely, you're gonna want to go into options, and you're gonna set the task type, but if the exam questions says, show me how you would assign work to this resource, to this task, don't go in and start second guessing the settings, oh, they have this set as a fixed duration task, if I was doing this, I would probably have called this a fixed work task, so therefore I'm gonna go in, I'm gonna set, no. If the question asked you to change the task type, then do it, but if the question asked you to assign an, a resource to the task, then do the minimum to answer the specific question, but don't go changing the settings that are not directly related to the question you're working on.

00:25:22

So finally we're in Microsoft Project. I have opened an existing project, that's called Dream Home. Dream Home is available to you on, on nuggetlab.com, so you will want to go to nuggetlab.com and download, not only Dream Home, but all of the various sample MPP files I have out there, because we will be referring to different versions of this Dream Home plan as we go through this nugget series.

00:25:48

For those of you who've used Microsoft Project before, you will notice an instant, significant change in Project 10, and that's the application of the ribbon. So, right now I am in, on the ribbon on the task group, and, in fact, we have multiple versions of the ribbon, or, or multiple focuses of the ribbon for task resources, project view, and et cetera. We'll come to an exam, what's on, on those in just a moment.

00:26:17

The ribbon is organized, or has organized all of the main Microsoft Project functionality that you would want to do, related to a task. So we can control the view, we can operate our clipboard, we can control the fonts, we can do a lot of scheduling activities, we can deal with the tasks, whether they're manually scheduled tasks, or auto scheduled tasks, we can talk about the properties, and so on, and we'll explore all of the functionality on the ribbon as we go through this nugget series. I just wanted to point out that the, the ribbons have been organized to provide all of the information that you would want to do as a project manager, related to task work, on this ribbon, and then when we move to the resource ribbon, we again have organized, we have, Microsoft has organized all of the information related to be in managing the views, working with your assignments, inserting resources, managing the properties of resources, and doing the leveling of your resources, have all been organized under the resource tab ribbon.

00:27:23

The project ribbon, again, has organized all of the information we would want to do at a project level, working with sub projects, managing our project properties, working with the schedule and setting the baseline, maintaining the status information of the project, and working on the reports at the project level.

00:27:43

The view is all about formatting and managing our views. Views is a Microsoft Project terminology, so again, if you're new to Microsoft Project, what you're seeing on, on this particular ribbon may not make a lot of sense, but we will be exploring views in great detail in a future nugget, so just bear with me. We have everything we would want to do with views, and finally we have everything that we would want to do with formatting the project plan itself, organized into the format ribbon in Microsoft Project 10, and finally, not directly related to ribbon, we have the backstage. So if we click on the file, it'll take us to the backstage function in Project 10, and the backstage has the administrative for Save, Save As, Open, Close, dealing with project information, opening your recents, doing a New, doing the Print, Save & Send. The one thing on the backstage that I would call specific attention to, is Options.

00:28:49

In the past, we got to our Options under Tools, Options. In Project 10, we get to our Options and we have the same information on these options that we had in, in earlier versions of Project 10. We just get to it in a different location. We get to it from the backstage, rather than going Tools, Options, as we would have done in earlier releases of Microsoft Project, and one other minor item that I'll mention to you on the backstage, is this button here, for Exit.

00:29:21

This Exit button does not exit you from the backstage, back into the ribbon-focused area of Microsoft. This Exit is the same as the big red x in the upper corner. You're actually exiting Microsoft Project itself. If you're in the backstage and you wanna go back to tradi, traditional Microsoft Project functionality, you simply pick one of the other tabs for one of the, I'm gonna call it, active ribbons, as opposed to the backstage file.

00:29:52

Now, speaking of moving things around, we just discussed that the Options got moved to the backstage. The other thing we need to be aware of, with this new ribbon approach in Microsoft Project, is the functionality has been moved and grouped. As I discussed already, everything related to the task is on this ribbon. As I was beginning to use Project 10, it took me some time to get used to where different buttons, different features were grouped by Microsoft, and since a lot of the work with project creation is done at the task level, you're creating the WBS, this is a ribbon you would have opened a lot of the time. So you're going through, you've created your WBS, you've got your estimates in, and now you want to start assigning resources, and you look all over the ribbon, looking for that familiar icon of the two people side by side, and you're not seeing the icon for assigning resources anywhere, and you're really getting frustrated with Microsoft Project saying, where is my assigning resources button, and then finally, at least for Steve, he clued in and said, I'm using the word resource in that quest a lot. I bet you, if I go look at the resource tab, there is the exact icon I was looking for, the Assign Resources.

00:31:15

So again, took Steve a little while to get used to the fact that everything on this ribbon is focused on task. Working on my schedule, dealing with my formatting. Everything on this ribbon is focused on my resources, and again, Steve's prime function is assigning resources, and leveling his resources, and as soon as Steve got used to all of that being on the Resource tab, Project 10 became a lot easier and more friendly to work with. Same thing, as I'm dealing with the project and I'm trying to set my baseline, I'm dealing with my status dates, that's all on the Project tab or the Project ribbon. So just a little word of caution, that you need to get used to where and how Microsoft has rearranged the functionality on the various ribbons.

00:32:08

So that's it for the new functionality that we have related to the ribbon. This next segment of this introductory nugget is nothing new in Project 10, but I think it's critical that I go through this functionality for new users of Microsoft Project, and that's basic screen navigation within the working area of Microsoft Project. Microsoft Project presents information to you in views. We have a nugget later in the series focused on defining and managing views, so at this point just bear with me, that I have a view called the Gantt Chart, and my Gantt Chart view has two parts to it. I have the left hand part, which is what I call my column or my data area, and we can see my columns, I have a column for Task Name and Duration, and Start and Finish, Predecessors and Resource Names, and I have a slider bar here that allows me to scroll over and see additional information in this portion of my screen, and I also have a right portion of my screen, which is my calendar area, and again, I can scroll back and forth, and see which time segment of my calendar I'm looking at; and we have a divider window, that allows me to control how much real estate I'm devoting to each half, half being a relative term, each segment of my screen, and I still have my ability to scroll back and forth in my resized windows. Pretty standard functionality.

00:33:43

I don't think there's any surprises to, to any of this, even for new Microsoft Project users. The key thing is the recognizing that my window is divided into two separate scrollable segments. Now, for this scrollable segment, the, the screen is not divided. When I scroll up and down this way, both of my windows are synchronized. So as I scroll up, it is scrolling both my column text area, and my calendar area. Again, I think probably standard functionality that you would expect to see in really any Windows product, in terms of scrolling independent windows, as well as scrolling windows that are linked or, or, or attached to each other.

00:34:34

The other consideration for basic screen navigation in Microsoft Project, is not as relevant in a small project such as this, where I only have 14 lines, but if this was a large project with hundreds of lines, standard keyboard functionality for page up, page down, operates exactly as you would expect it to, the equivalent of doing scrolling in this particular elevator bar here. So, faster ways to scroll up and down, and we also have faster ways to scroll left and right in our various windows, or frames, by combining the Ctrl key and the up and down, or the Alt key and the up or down. So, if I do the Ctrl key, and I do a page up and page down, its scrolling my column, or my data area, left and right. So again, I'm holding the Ctrl key down and I'm paging up and down, doing fast scrolling through my left frame, or my column area, and if I do the same on the Alt key and do up and down, I'm fast scrolling through my calendar area and moving my screen appropriately, and one final piece of information I want to leave you with in this introductory nugget related to navigation, is the ability to further split our screen to show some detailed information for the tab, or the task, that's in focus, and we do that further split of our screen, right down here in the far right hand corner, we have a little bar, and if I mouse over that, and then do a click and drag, I'm moving the bar up, and I'm bringing in the detail Task Form, and the detailed Task Form has given me additional details about the task that I have in focus. Right now, I'm on My Dream Home, my overall project master task, and it's telling me the duration, and start date and end date. If I move down to a, an active working task in my project plan, the bolded tasks are summary tasks, and the unbolded tasks are the detailed tasks. I get the same information, this is the task, the duration, the start date, the end date, and additional information telling me that the surveyor is assigned to work on that task. They're working a 100% of their time, it's going to take them 24 hours of work, and, as I begin to track the project plan, it's gonna allow me to understand how the tracking is varying from, from reality.

00:37:16

If I move to another task, I'm gonna get the same detailed information related to that particular task, so just another piece of basic screen navigation, screen management, that's essential for you to understand as we roll up our sleeves in our next nuggets, and begin to actively explore using Microsoft Project. When we're done with this split window, we simply again, go and drag it down, and take it out of sight and we're back into our main view. We want it back, we bring it back up.

00:37:49

With that, our basic overview of Microsoft Project is done. Now we're ready for our detailed nuggets, focused on using Microsoft Project as a tool for managing projects. This concludes our nugget providing an overview of Microsoft Project. In this nugget we discussed what is Project. It is a tool, it's a very powerful tool. It's a tool, as I said, I wouldn't want to attempt to manage a project without, but it is a tool.

00:38:17

It helps us create a schedule. It cre, helps us do analysis. It helps us do tracking and management, and it's a powerful communications tool, but it's just a tool that we need to learn and use appropriately as project managers. We provided an overview of the new features in Project 10. I will be calling out these features throughout the nuggets as we go through and we start to work with the new functionality in Project 10. We provided an overview of the exam 77-178. This is a very exciting new exam, in that it is tool-based.

00:39:05

There you're actually gonna get a chance to roll up your sleeves and use Microsoft Project to prove to the world, to prove to your boss, that you understand this tool. So I think that's a really exciting new feature in this exam itself, and finally, we started with an overview of what the tool, Microsoft Project, is, a very brief overview. We're going to be rolling up our sleeves and using Microsoft Project throughout all of the remaining nuggets in this series, but we have kicked off what Microsoft Project is, what the exam is, and have you prepared to take the rest of the nuggets in the series. This concludes our nugget on Microsoft Project overview and preparing for exam 77-178, Managing Projects Using MSP 2010. I hope this module has been informative for you, and thank you very much for viewing.

Create a New Project

Create and Maintain Calendars

Create Custom Fields

Customize Options Settings

Setup Project Information & Create a Logical Project Structure

Create a Logical Schedule Module

Create a User Controlled Schedule

Manage Multiple Projects

Enter and Edit Resource Information

Assign Resources

Edit Assignments

Manage Resource Allocation

Manage Resource Allocation using Team Planner

Model Project Costs

Setting Project Baseline and Tracking Percentage Completion

Setting Project Baseline and Tracking Percentage Completion 2

Comparing Progress Against a Baseline

Comparing Progress Against a Baseline – Remedial Actions

Task Inspector, Critical Path and Earned Value Management

Using Views and Tables

Fine Tuning Views and Tables

Share Data with External Sources

Print Schedules and Reports

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Entry 13 hrs 24 videos

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Training Features


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Steve Caseley
Nugget trainer since 2004