Project 2013 Level 1

Project 2013 – 1.7.6 – Working with the Organizer

Discover here how to make custom Calendars available for all your projects.

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Project 2013 – 1.7.5 – Assigning a Calendar to a Task

An alternative to managing non-standard work patterns is to assign a custom Calendar to a Task instead of a Resource. This topic shows you how.

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Project 2013 – 1.7.4 – Creating a Shift Calendar

In this short video we show you how to create and assign a non-standard Calendar – such as a Shift Calendar – to reflect different work patterns for Resources.

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Project 2013 – 1.7.3 – Creating Regional Calendars

On occasion you may have Team members or project participants working from different geographical regions from that of the project. Here we demonstrate the steps to create Regional Calendars and assign those Calendars to Resources.

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Project 2013 – 1.7.2 – Changing Nonworking Time for Individual Calendars

In this session we work through the steps to flip standard nonworking times – such as Saturdays and Sundays – to working days.

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Project 2013 – 1.7.1 – Setting Individual Calendar Exceptions

A common mistake made by project managers – assuming all resources are available all of the time! In this video we take you through the steps to reflect individual resource non-availablility to the project. We also demonstrate the consequences when Calendar changes are made for resources already assigned to tasks.

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Project 2013 – 1.6.7 – Assigning Resources Using Task Information

Watch this short video and learn an alternative method to assign Resources.

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Project 2013 – 1.6.6 – Resource Usage and Resource Allocation Views

Two very useful Views are applied in this demonstration – the Resource Usage and the Resource Allocation Views. They help us to establish where the bottlenecks are with respect to our Resource assignments.

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Project 2013 – 1.6.5 – Resource Overallocations and the Resource Graph View

We begin the process of managing Resources by showing you how to drill down to Overallocation issues using the Resource Graph View.

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Project 2013 – 1.6.4 – Assigning Material and Cost Type Resources

In this session we cover the different approaches required for the assignment of Material and Cost Type Resources.

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Project 2013 – 1.6.3 – Assigning Work Type Resources

Discover in this video the most effective method to assign Resources to your Tasks. We also introduce the concept of the Effort Equation – to calculate labour effort – and Effort Driven Scheduling.

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Project 2013 – 1.6.2 – The Resource Sheet – Material and Cost Resources

Watch this video and learn how to create and set the properties for Material and Cost Type Resources.

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Project 2013 – 1.6.1 – The Resource Sheet – Work Type Resources

In this session we demonstrate how to create and specify the properties of Work Type Resources – or in other words people!

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Project 2013 – 1.5.5 – Using the Copy Picture Command

The Copy Picture feature provides a very useful method of communicating project information to your Stakeholders. Particularly when you want to manage the information being presented.

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Project 2013 – 1.5.3 – Applying Task Type Views

Learn here about some of the views that can provide different perspectives on your project, including the Calendar View and the Network Diagram.

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Project 2013 – 1.5.4 – Printing the Gantt Chart

Some useful tips on printing are presented here – particularly on how to print Notes.

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Project 2013 – 1.5.2 – Creating Hyperlinks

Just as beneficial as the Notes feature, creating Hyperlinks provides links to individual documents, folders, web pages or sites. The advantage here is that Hyperlinks don’t increase the size of the project file.

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Project 2013 – 1.5.1 – Attaching Documents to Tasks

Another really useful feature here – the ability to attach project documentation to relevant tasks. There are some caveats – find out towards the end of the video!

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Project 2013 – 1.4.9 – Task Information: Notes

A very useful feature this. The Notes Tab in Task Information helps in recording Issues and Lessons Learned as you travel through the project.

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Project 2013 – 1.4.8 – Task Information: Date Constraints

An important consideration when managing projects is the inevitability of time constraints. Watch this video and discover how to set and remove these constraints.

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Project 2013 – 1.4.7 – Tips on Using Date Constraints

Discover what you need to be aware of when using Date Constraints and how they produce different results in your schedule.

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Project 2013 – 1.4.6 – Task Information: Deadlines

A simple but effective feature here. Deadlines can be used to visually indicate time limits, handovers, switchovers and the like in the Gantt Chart.

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Project 2013 – 1.4.5 – Task Information: Predecessors and Resources

In this video we demonstrate how you can use Task Information to create Predecessor Relationships and Assign Resources

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Project 2013 – 1.4.4 – Task Information: The General Tab

Learn how the General Tab in the Task Information Dialogue Box can be used to place a Task onto the Project Timeline – amongst other things!

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Project 2013 – 1.4.3 – Retrofit a WBS

Have you ever created a ‘simple’ schedule, and before you know it, it’s grown quite large? Or – nightmare scenario – someone sends you a large project schedule with no Work Breakdown Structure (WBS) supporting it? In this video we show you how to superimpose a WBS on an existing ‘flat’ project.

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Project 2013 – 1.4.2 – Managing the WBS

Discover how to turn on the Project Summary Task and how – using the Outline Menu – to view your project at different levels of detail.

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Project 2013 – 1.4.1 – Building the Work Breakdown Structure (WBS)

Watch this video and learn how to convert a team-built Work Breakdown Structure into a project schedule.

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Project 2013 – 1.3.7 – The Critical Path, Slack and the Baseline – a slight return

Here’s a quick overview of the concepts of the Critical Path, Slack (or Float) and the Baseline. We also demonstrate the various views to display them.

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Project 2013 – 1.3.6 – Setting Lag and Lead Time

In order to reflect typical project scenarios and task sequencing we need to work with Lag and Lead time. In this video we show you what they mean and how to set them.

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Project 2013 – 1.3.5 – Creating Dependencies – SS, FF, SF

There are 3 other Task relationships to consider – Start-to-Start, Finish-to-Finish and Start-to-Finish. Discover how to specify them here.

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Project 2013 – 1.3.4 – Creating Dependencies – Finish to Start (FS)

The majority of Dependencies or Relationships used to depict work sequencing tends to be Finish-to-Start or FS. Discover the various methods of setting this dependency here.

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Project 2013 – 1.3.3 – Creating Milestones

As a rule of thumb, Milestones are used to indicate the expected achievement of Deliverables. But we can use them to indicate other significant events such as the Project Start, Phase Handovers, Project Completion and so on. Learn how to create them here.

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Project 2013 – 1.3.2 – Creating Recurring Tasks

Watch this video to learn how to set up Recurring Tasks. These can be used to schedule tasks that occur on a frequent basis throughout the lifecycle such as Meetings, Inspections, Walkthroughs etc.

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Project 2013 – 1.3.1 – Enter, Delete and Move Tasks

In this video we show you how to work with the Entry Table in the Gantt Chart. We also show you how to hide Columns or Fields that you may not wish to display.

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Project 2013 – 1.2.7 – Setting different Working Times in the Standard (Project Calendar)

Careful now! Unless you’re into micro management there should be no need to change the working hours per day for the Project Calendar. But if you insist, this video shows you how.

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Project 2013 – 1.2.6 – Set the Standard (Project Calendar)

Discover here how you can designate non-working days for your project.

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Project 2013 – 1.2.5 – Specify the Start or Finish Date of the Project

Watch this video and learn the first key step to take in creating your project schedule – specifying either the Start or Finish Date of your project.

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Project 2013 – 1.2.4 – Navigating the Gantt Chart – The Calendar Scale

Continuing our introduction to the Gantt Chart we now take a look at the Calendar Scale and how it represents scope – or work – over time.

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Project 2013 – 1.2.3 – Navigating the Gantt Chart – The Entry Table

Here’s our introduction to the workhorse of Microsoft Project – the Gantt Chart View. In this session we focus on the structure and content of the Entry Table.

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Project 2013 – 1.2.2 – Customise the Quick Access Toolbar

In this video we show you how to place commonly used commnands on the Quick Access Toolbar. Of particular value here are the navigation aids Scroll To Task, Zoom In and Zoom Out

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Project 2013 – 1.2.1 – Setting Auto Scheduled Mode

A very important step this! For correct schedule development and management we need Microsoft Project to be set to Auto Scheduled mode. Find out how in this short video.

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Project 2013 – 1.1.5 – Demonstration of the two Scheduling Modes

This short vignette presents the simple but very important distinction between the concepts of Auto Scheduling (the prefered scheduling mode!) and Manually Scheduling tasks.

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Project 2013 – 1.1.4 – What is the Project Baseline?

The Baseline is a saved version of the ‘Approved’ or ‘Committed’ Plan. Here we explain its purpose and demonstrate how to view it.

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Project 2013 – 1.1.3 – What is the Critical Path?

The Critical Path – a fundamentally important management tool for every Project Manager. Learn here what it represents and how to view it.

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Project 2013 – 1.1.2 – Overview of Scheduling Concepts

Watch this video and learn the 4 key steps you need to take to competently build a project schedule in Microsoft Project.

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Project 2013 – 1.1.1 – Overview of Project Management Concepts

Time to get started! In this introductory video we take you through some foundational steps in Project Management. These steps – such as the creation of a Work Breakdown Structure (WBS) – will provide a solid base to build your schedule from.

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