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Managing Projects With Microsoft Project 2013

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This Microsoft project training with Anthony Sequeira covers Microsoft's project management tool, including topics such as creating and linking tasks, tracking progress, customizing MS project, and more....
This Microsoft project training with Anthony Sequeira covers Microsoft's project management tool, including topics such as creating and linking tasks, tracking progress, customizing MS project, and more.

Related area of expertise:
  • IT project management

Recommended skills:
  • Basic familiarity with Microsoft Windows

Recommended equipment:
  • Microsoft Windows
  • Any edition of MS Project 2013 (there is a free evaluation copy available from Microsoft)

Related certifications:
  • Microsoft Specialist: Managing Projects with Microsoft Project 2013

Related job functions:
  • Project Manager
  • Project Lead
  • Project Participant
  • Manager
  • Department Head
  • Anyone interested in performing work on projects more efficiently

Microsoft Project 2013 can benefit anyone! Don't believe us? Watch the first few videos in this course. Our entire lives are built around projects, and this product from Microsoft, is one of the best at making projects run smoothly.

This MS project 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.

PMI, PMP, CAPM, and PMBOK are a registered marks of the Project Management Institute, Inc.
 show less
1. Welcome to MS Project 2013! (11 min)
2. What's New in MS Project 2013 (8 min)
3. The Project 2013 Interface (14 min)
4. Starting a New Project File (19 min)
5. Creating and Linking Tasks (29 min)
6. Adding Resources (18 min)
7. Assigning Resources (18 min)
8. Tracking Progress (9 min)
9. Format and Share Project Data (20 min)
10. Advanced Task Scheduling (24 min)
11. Task Details (16 min)
12. Advanced Resource Assignment (18 min)
13. Tuning the Project Plan (21 min)
14. Advanced Progress Tracking (14 min)
15. Getting a Project Back on Track (17 min)
16. Customizing MS Project (23 min)
17. Consolidating Project Plan Info (24 min)
18. Additional MS Project Study Resources (3 min)

Welcome to MS Project 2013!

00:00:00

Well, hello, everyone. Anthony Sequeira here. And I am so incredibly honored and privileged and excited to bring this CBT Nuggets series to you on Microsoft Project 2013. It was the early '90s, I had gotten my first real job in the IT community, and it was for a little, tiny company called IBM.

00:00:24

And one of the products that I got to support at IBM was Microsoft Project. Obviously, I have seen this product grow incredibly over the decades since then. And this product has actually been one of the keys to my own success. That's right. As a full time trainer and a part time trainer here at CBT Nuggets and as a Cisco press author and as a blogger for many popular blogs, like networkworld.com, I am constantly immersed in projects.

00:00:58

And Microsoft Project 2013 has already been a key to that success. So are you ready to get started? In this nugget, we're going to go ahead and introduce this nugget series to you, as well as talk about the joys of Microsoft Project 2013. Now, even though this particular nugget is our introduction to the series, we're going to get into some pretty important topics here.

00:01:25

We're going to center this around three main questions. What is this series all about? Why would I want to take this series? We are going to discuss some of the great things about Microsoft Project. And then we're also going to take a look at the settings I want to make sure you have in place before we start the series in your particular copy of Microsoft Project.

00:01:47

Yeah, we don't want to be doing demonstrations in the CBT Nugget series and for you to be completely lost, because your copy of Project that you're running and currently managing projects with is set dramatically different from the global settings that I'm going to feature.

00:02:04

I often find myself using the awful expression, "to kill birds with one stone." I mean, after all, who in the world would want to kill two birds? The only thing I could think of is maybe if you're stranded on a desert island and you are not dead yet, and two vultures are approaching you.

00:02:22

But seriously, why this series is going to be so important for us is twofold. Number one, we are really gonna learn a master the amazing feature set in Microsoft Project 2013. This is definitely one of those applications where I find 80% of the people are using about 20% of what this particular product can do.

00:02:49

So we're really going to ramp it up and go through all of the various features of this product that can really benefit you dramatically when you're managing even the smallest of projects to huge, large scale projects that you might be working with. Now, this series, in addition to mastering the product, it's also going to be beneficial for those of you interested in Microsoft certification.

00:03:18

This will take head on the task that you are responsible for with exam 74-343. That's "Managing Projects with Microsoft Project 2013." Want more information about Microsoft certifications? And I'll probably make that slip a few times in a series. It's simply www.microsoft.com/learning.

00:03:47

Yeah, this is a URL that I have been familiar with for decades. This has not changed for decades. And it's just microsoft.com/learning, for where you can get more information about this exciting exam. One of the interesting points I want to make about this is that as I am recording this CBT Nugget series right now, this exam is not yet upon us.

00:04:12

I do have access from Microsoft to all of the exam objectives, and we're going to cover all of those in great detail. But it's just kind of interesting if you were to check this out right now at the time of my recording, there would not be information there about this particular certification exam.

00:04:32

Now, what is Microsoft Project 2013? Well, it really is this amazing Swiss army knife of project management tools. And notice the emphasis here is on the word "tools." Obviously, Microsoft Project 2013, this series is not to teach us about project management itself.

00:04:56

If you're interested in learning about project management itself, there are an amazing number of CBT Nuggets series on this important topic. In fact, if you're here to learn about Project Management 2010, let's say, there is a CBT Nuggets series on that that you should reference.

00:05:16

And it's done by Steve Caseley here at CBT Nuggets. As you might guess, I have watched every second of Steve's excellent series on the previous editions of Microsoft Project. I've also checked out some of his CBT Nuggets on project management itself.

00:05:37

And these are extremely valuable, even for those of you that might not be interested in pursuing project management certifications. So this project, Microsoft Project 2013, is this amazing tool set. And again, we want to make sure that we take advantage of a lot more than just 20% of what this product can do for us.

00:06:02

Sure, it's a scheduler. And a lot of people immediately think of it for that. They say oh, yeah, a project? OK, I would use that to schedule some kind of sequence of events that I need to carry out to satisfy a project. Well, sure it's a scheduler. But we're also going to teach you how to take advantage of its amazing analysis tools.

00:06:25

All kinds of what if scenarios can be played out here. And you can really, really change some key variables that we'll show you how to do in order to analyze the project and its progress should some key things happen. It's also a project management tool, as you might guess.

00:06:47

And one of the features that Microsoft has really, really worked hard on is its ability to communicate information about the project. As a matter of fact, in our next Nugget in this series, where we'll take a look at what's new in Microsoft Project 2013, we're going to see a lot of enhancements in this area of communication tools within Microsoft Project.

00:07:16

Now, the last thing that we wanted to cover in this introductory Nugget, as you know, is making sure our Microsoft Project settings are all set and ready to go to match my demonstrations throughout the CBT Nugget series. Now, let me impress upon you that when we talk about project settings, we're really talking about two things.

00:07:36

We're talking about settings in individual project files. And we're talking about global settings in Microsoft Project 2013. Now, in this particular Nugget, we're focusing on these global settings. I'll teach you how to make particular settings to individual files based on your preferences, but for right now, we're interested in the global settings that you might have.

00:08:01

We want to make sure they match what I'm going to be utilizing in this CBT Nuggets series. By the way, recognize that? I couldn't help but have a little fun. Yeah, that's the iOS settings icon. And by the way, you might want to run Microsoft Project in a Mac environment.

00:08:21

And you can do that very easily, of course, with VMware's Fusion product or the Parallels product. And that's how I use Microsoft Project. I'm running it in a Windows environment virtualized inside the Mac. So anyways, couldn't resist having some fun with that particular icon.

00:08:41

Now, when you first launch Project for the very first time, there's this really cool introductory project that teaches you how to use Project. So it's really interesting, fun to go through. You may want to go ahead and take a look at this. In fact, this would be a great primer, if you will, for this entire course.

00:09:03

So they walk you through cool ways to schedule your work, create a timeline, report on progress, collaborate with your team. And this would be, again, a really nice primer for what we will be doing in this CBT Nuggets series. But we are not interested in this right now.

00:09:19

Instead, what we're going to do is go to the File menu. From the File menu, we're going to go ahead and select Options Here we can see some global settings. Under General, we want to make sure the default view is Gantt with Timeline. That's the default that we will be working with.

00:09:39

Under Options Display tab-- so if we choose the Display indicator here-- we should see under Show Indicators and Options button four, we'll want to make sure every single one of these is selected. Also on the Schedule area here under Show Assignment Units As A, we'll want to make sure we are using showing the assignment units as a percentage.

00:10:07

Under this same Schedule tab, if you scroll down, we'll want to make sure that Calculate Project After Each Edit is set to On, which is, of course, the default. Finally, let's go to the Save menu. In the Save menu, we'll want to make sure that we are saving our files in an MPP extension or Project format.

00:10:32

And one more quick one for you-- under Advanced, please make sure that under Edit, all four of these options under that Edit area are selected. So there you go, a look at the default settings that we're going to want in Microsoft Project to be consistent with my demonstrations.

00:10:54

So in this first Nugget of the series, we talked about why we're doing the series. And remember, two main goals-- to master Microsoft Project 2013 and also perhaps if you're interested, to pass the appropriate Microsoft certification that we will address head on.

00:11:12

We talked about what Microsoft Project is, and we promised you that you would take advantage of more than just 20% of its amazing features. And we ended by taking a look at where the global settings for Microsoft Project 2013. And we discussed tweaking these settings perhaps if you need to match the settings that I will be using in the CBT Nuggets series.

00:11:38

Well, I hope you're very, very excited for the Nuggets to follow in this series, as we delve into the wonders of Microsoft Project. I hope this has been informative for you. And I'd like to thank you for viewing.

What's New in MS Project 2013

The Project 2013 Interface

Starting a New Project File

Creating and Linking Tasks

Adding Resources

Assigning Resources

Tracking Progress

Format and Share Project Data

Advanced Task Scheduling

Task Details

Advanced Resource Assignment

Tuning the Project Plan

Advanced Progress Tracking

Getting a Project Back on Track

Customizing MS Project

Consolidating Project Plan Info

Additional MS Project Study Resources

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Anthony Sequeira
Nugget trainer since 2012