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Working Smarter with Microsoft Project
Working Smarter with Microsoft Project

Working Smarter with Microsoft Project: Implement effective project control techniques to maximize efficiency and drive successful outcomes

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Profile Icon Staci Warne
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Coming Soon Coming Soon Publishing in Nov 2024
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eBook Nov 2024 312 pages 1st Edition
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Free Trial
Arrow left icon
Profile Icon Staci Warne
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Coming Soon Coming Soon Publishing in Nov 2024
Free Trial
eBook Nov 2024 312 pages 1st Edition
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Free Trial
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Working Smarter with Microsoft Project

Working with Project Calendars

In this chapter, we will learn how to use calendars for successful project management with Microsoft Project. Calendars are not just a way to track dates; they are the foundation for efficient project scheduling and management. In this chapter, we’ll learn about the complex features of Microsoft Project calendars, showing you how to create, modify, and improve them to suit your project requirements.

The following topics will be covered in this chapter:

  • Working with calendars
  • Creating and customizing calendars
  • Best practices for using calendars

Using calendars in Microsoft Project will help you plan your project’s timeline accurately by considering workdays, holidays, and individual resource calendars. It will help you ensure the timely completion of tasks, meet deadlines, and avoid delays for successful project completion. Continue reading to see how the power of calendars in Microsoft Project can transform your...

Working with calendars

Welcome to the world of project calendars in Microsoft Project! In this section, we’re going to learn all about calendars and why they’re so important in managing your projects. Think of a calendar as your project’s personal timekeeper—it helps you keep track of when tasks need to start and finish, and it makes sure that everyone knows when they should be working.

A base calendar in Microsoft Project is a template that defines the standard working and non-working times for a project. These calendars are used as a foundation to track the progress of tasks and allocate resources effectively.

The types of base calendars

Microsoft Project offers three pre-defined base calendars that cater to different working environments and schedules.

When you create a new project, the Standard calendar is the default base calendar for the project. You can change to the Night Shift or 24 Hours calendar as well, or you can create your own...

Creating and customizing calendars

Customizing a base calendar’s workweek allows you to tailor the calendar to fit the specific working hours and days. This customization can include making the following changes:

  • Setting up a non-standard workweek
  • Adjusting working hours for specific days
  • Setting up recurring non-working days

Here are the steps to do this within the Change Working Time dialog box:

  1. From within the Change Working Time dialog box, select the Work Weeks tab. Click on Details to modify the working times for each day. You can set different working hours for each day of the week or define certain days as non-working.
Figure 2.7: The Work Weeks tab

Figure 2.7: The Work Weeks tab

For each selected day, you can then define specific working hours or set the day or days as non-working. This button is a critical feature for customizing a calendar to fit the unique scheduling needs of a project. This allows control over how each day is structured...

Best practices for using calendars

Calendars in Microsoft Project are applied to your project in a specific hierarchy to determine how tasks are scheduled. This order or hierarchy is crucial for understanding task scheduling and resource allocation. Here is the hierarchy:

  1. Task calendar: If a task has a calendar assigned to it, this calendar takes precedence over all others. Task calendars are used for tasks that have unique scheduling requirements that are different from the project calendar.

    To change a task calendar for the selected task, double-click on the task to access the Task Information dialog box, then select the Advanced tab and change the Calendar as desired. The standard base calendar will be the default if this was not changed previously.

Figure 2.12: Changing the task calendar

Figure 2.12: Changing the task calendar

  1. Resource calendar: If there’s no task calendar, but the task is assigned to resources, Microsoft Project looks at the calendars of the assigned...

Key takeaways

  • Calendars in Microsoft Project help you plan tasks and resources according to the workdays and holidays of your organization.
  • Calendars can be assigned to tasks, resources, and projects. Task calendars define when a task can be performed. Resource calendars define when a resource is available for work. Project calendars define the default working time for the whole project.
  • Calendars interact with each other in a hierarchy. The task calendar takes precedence over the resource calendar, which takes precedence over the project calendar.
  • You can assign different calendars to different tasks and resources to reflect their specific working conditions. For example, you can assign a night shift calendar to a resource that works at night, or a part-time calendar to a task that requires less than full-time work.
  • You can also create and modify calendars to suit your project needs. For example, you can edit the working hours and days, add or remove holidays...

Summary

This chapter explained how Microsoft Project uses different types of calendars to schedule tasks and resources. It described the three main calendar types: task, resource, and project calendars. It explored how they interact with each other. It also showed how to assign and modify these calendars according to the project’s needs. It emphasized the importance of understanding the calendar hierarchy and its impact on the project schedule.

The next chapter will dive into managing and defining tasks in Microsoft Project. You’ll learn how to set up tasks easily and view them in the Gantt Chart to display a clear picture. We will discuss task durations, how tasks link together, and the importance of lag, lead time, and task constraints to keep your project on track. Ready to get started? Let’s dive right in!

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Key benefits

  • Take charge of your projects with optimized planning for schedules, resources, and costs
  • Make smart decisions through data-driven insights and real-time progress tracking
  • Leverage AI-driven insights with Microsoft Project to streamline tasks and improve decision-making for better results
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

Project management is filled with various challenges, such as managing unforeseen risks, balancing priorities, and shifting project scopes, which can lead to inefficiencies. This definitive guide leverages the author’s 25+ years of industry experience to take you on a hands-on journey to unlock your full potential with Microsoft Project. This book helps you grasp the fundamental aspects of project creation, before moving on to more advanced topics, covering tracking, maintenance, and collaborative aspects for any project. You’ll find out how to track progress, optimize schedules, manage budgets, and customize reports based on business requirements by using easy-to-follow instructions and illustrations. The book taps into the author’s extensive experience as a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP) to provide you with invaluable insights into managing resource overallocations, mastering advanced resource management techniques, and seamlessly integrating Microsoft Project with other tools to boost productivity and achieve success with your projects. By the end of this Microsoft Project book, you’ll be able to create professional project plans, execute projects with confidence, and consistently achieve your desired outcomes.

Who is this book for?

This book is for project managers, coordinators, IT professionals, business analysts, entrepreneurs, trainers, instructors, and students who want to plan and manage projects efficiently using Microsoft Project. It’s also ideal for trainers and project managers looking to train others in how to use Microsoft Project. Basic familiarity with project management concepts will be helpful, but it’s not a prerequisite.

What you will learn

  • Discover best practices for structuring projects and tasks efficiently
  • Utilize techniques to build accurate schedules and resource plans
  • Uncover efficient ways to track progress and make data-driven decisions
  • Implement various strategies to optimize your resource usage and costs
  • Execute different methods for evaluating projects and managing risks
  • Perform customized reporting for enhanced insights and decision-making
  • Integrate Microsoft Project with AI-powered and other collaboration tools to enhance productivity and streamline teamwork

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 29, 2024
Length: 312 pages
Edition : 1st
Language : English
ISBN-13 : 9781835883990
Vendor :
Microsoft

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Product Details

Publication date : Nov 29, 2024
Length: 312 pages
Edition : 1st
Language : English
ISBN-13 : 9781835883990
Vendor :
Microsoft

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Table of Contents

16 Chapters
Chapter 1: Defining the Project Schedule Chevron down icon Chevron up icon
Chapter 2: Working with Project Calendars Chevron down icon Chevron up icon
Chapter 3: Managing and Defining Tasks Chevron down icon Chevron up icon
Chapter 4: Creating, Defining, and Assigning Resources Chevron down icon Chevron up icon
Chapter 5: Defining a Baseline for Project Progress Chevron down icon Chevron up icon
Chapter 6: Identifying and Managing the Critical Path Chevron down icon Chevron up icon
Chapter 7: Tracking Methods for Decision-Making Chevron down icon Chevron up icon
Chapter 8: Optimizing Projects with Advanced Resources Chevron down icon Chevron up icon
Chapter 9: Handling Overallocations Chevron down icon Chevron up icon
Chapter 10: Managing Costs Effectively Chevron down icon Chevron up icon
Chapter 11: Customizing Reports Chevron down icon Chevron up icon
Chapter 12: Project Manager’s Toolbox Chevron down icon Chevron up icon
Chapter 13: AI, ChatGPT, and Microsoft Project Chevron down icon Chevron up icon
Chapter 14: Practice Exercises Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
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