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Project 2013 Microsoft Project for Professionals 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes Jakub Marciniak Solution Consultant DeltaBahn LLC

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Page 1: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

Project 2013Microsoft Project for

Professionals5 Simple & Practical Steps to Mastering Task

Context in under 30 Minutes

Jakub MarciniakSolution ConsultantDeltaBahn LLC

Page 2: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

Agenda

Page 3: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

1. Open the project saved last time

• Open the project that was created and saved from the previous part of the series Task Basics

OR

• Create a new project from the Commercial Construction Template and follow the instructions choosing different tasks

Page 4: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

2. Create a summary task

Task tab:

Select the three tasks Prepare and submit project schedule, Prepare and submit schedule of values and Resource Allocation

Page 5: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

2. Indent and Outdent tasksSelect the next task that does not belong to the summary task:

Task tab: Task tab:Indent task Outdent task

Page 6: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

3. Add a milestone task

Task tab:

Name it:

Note: Milestone tasks have a default Duration of 0 days. The are shown in the Gantt Chart as a diamond shape.

Page 7: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

4a. Create a recurring task

Task tab:

Select the task Submit monthly request for payment

Configure the details for the recurring task:

Page 8: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

Project identified that some occurrences will take place in non-working times.

Confirm with Yes:

4b. Create a recurring task

Page 9: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

5a. Adjust the recurring task

View tab:

In the Task form (at the bottom) right-click and select Predecessors & Successors:

Page 10: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

5b. Adjust the recurring task

In the predecessors pane choose the task Receive notice to proceed and sign contract and click OK.

Page 11: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

5c. Adjust the recurring task

Look up the ID of the first occurrence of the recurring task, in this case number 11.

Click in the Predecessors column of the task Submit shop drawings andorder long lead items – steel and type in 11.

Page 12: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

6a. Create Lag time

View tab:

In the Task form (at the bottom) right-click and select Predecessors & Successors:

Scroll to the summary task Foundations and select the task Cure concrete elevator walls.

Page 13: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

6b. Create Lag time

Increase the lag to 2 days and click OK:

Observe the changes in the Outline pane:

Page 14: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

7a. Create lead timeTask tab:

Increase the duration to 3 days:

Page 15: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

7b. Create lead time

Decrease the lag to -2 days and click OK:

Note that in the Gantt Chart the tasks are now overlapping and the Predecessor column reflects the changes:

Page 16: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

8a. Elapsed time

Right-click on the task Cure elevator wall concrete and click Insert Task:

Enter “4ed” for elapsed days:

Page 17: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

9a. Determine critical tasksScroll down to the summary task Site Grading and Utilities

View tab:

Page 18: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

9b. Determine critical tasks

Select the task Perform final site grading. This task is critical and has no slack:

Select the task Install storm drainage. Hover over the thin black line after the task bar in the Gantt Chart:

Page 19: Microsoft Project for Professionals - 5 Simple & Practical Steps to Mastering Task Context in under 30 Minutes

Thank [email protected] (281) 344-0437

www.deltabahn.com