Chapter 1Getting Started with Project
To start Project Standard
1 On the Windows taskbar, click the Start button.
2 On the Start menu, point to All Programs (in Microsoft Windows XP) or Programs (in
previous versions of Windows), point to Microsoft Office, and then click Microsoft
Office Project 2003.
To start Project Professional and work offline
1 On the Windows taskbar, click the Start button.
2 On the Start menu, point to All Programs (in Microsoft Windows XP) or Programs
(in previous versions of Windows), point to Microsoft Office, and then click Microsoft
Office Project 2003.
3 If the Project Server Security Login dialog box appears, click Cancel.
4 In the Project Server Accounts dialog box, under Choose account select My Computer,
and then click Work Offline.
To create a project plan from a template
1 In the Getting Started task pane, click Create a new project.
2 In the New Project task pane, under Template, click On my computer.
3 In the Templates dialog box, click the Project Templates tab.
4 Click the template you want, and then click OK.
To switch to a different view
1 On the View menu, click the name of the view you want.
2 If the view is not listed, click More Views, and in the More Views dialog box, click
the name of the view you want, and click the Apply button.
To view a report in the Print Preview window
1 On the View menu, click Reports.
2 Click a report category, or to see all reports, click Custom, and then click the Select
button.
3 Select the report you want, and then click the Select or Preview button.
To create a new project plan using the Project Guide
1 On the File menu, click New.
2 In the New Project task pane, under New, click the Blank Project link.
3 In the Tasks pane, click the Set a date to schedule from link (in Project Standard) or
the Define the project link (in Project Professional).
4 In the Date box, enter the project’s start date.
5 At the bottom of the pane, click Done (in Project Standard) or the Save and go to
Step 2 link (in Project Professional).
To set nonworking days using the Project Guide
1 On the Project Guide toolbar, click the Tasks button.
2 In the Tasks pane, click the Define general working times link, and then follow the
instructions that appear on your screen.
To enter properties about a Project plan
1 On the File menu, click Properties.
2 In the Properties dialog box, click the Summary tab, and then enter the information
you want.
Chapter 2 Creating a Task List
To enter tasks using the Project Guide
1 On the Project Guide toolbar, click the Tasks button.
2 In the Tasks pane, click the List the tasks in the project link, and then follow the
instructions that appear on your screen.
To enter task durations
1 In the Gantt Chart view, click a cell in the Duration column.
2 Type the task duration, and then press F.
To enter a milestone
1 On the Entry table, enter a name for the milestone, and then press D.
2 In the Duration field, type 0d, and then press F.
To organize tasks into phases using the Project Guide
1 On the Project Guide toolbar, click the Tasks button.
2 In the Tasks pane, click the Organize tasks into phases link, and then follow the
instructions that appear on your screen.
To link tasks using the Project Guide
1 On the Project Guide toolbar, click the Tasks button.
2 In the Tasks pane, click the Schedule tasks link, and then follow the instructions
that appear on your screen.
To enter task notes and hyperlinks using the Project Guide
1 On the Project Guide toolbar, click the Tasks button.
2 In the Tasks pane, click the Link to or attach more task information link, and then
follow the instructions that appear on your screen.
To check a project plan’s duration and other statistics
1 On the Project menu, click Project Information.
2 In the Project Information dialog box, click the Statistics button.
To see an entire project plan in the timescale in the Gantt Chart view
1 On the View menu, click Zoom.
2 Click Entire project, and then click OK.
Chapter 3 Setting Up Resources
To set up people and equipment resources using the Project Guide
1 On the Project Guide toolbar, click the Resources button.
2 In the Resources pane, click the Specify people and equipment for the project link,
and then follow the instructions that appear on your screen.
To set up people and equipment resources
1 On the View menu, click Resource Sheet.
2 In the Resource Name field, enter the resource’s name.
3 In the Type field, click Work.
4 In the Max. Units field, type or click the maximum capacity of this resource to
accomplish any task.
5 Enter whatever other resource information would be useful to your project.
6 Repeat steps 2 through 5 for each resource.
To set up material resources
1 On the View menu, click Resource Sheet.
2 In the Resource Name field, enter the material resource’s name.
3 In the Type field, click Material.
4 In the Material Label field, enter the unit of measure you want to use for this
resource. For example, you might measure cement in pounds or tons.
5 In the Std. Rate field, enter the cost per unit of measure for this material resource.
6 Enter whatever other resource information would be useful for your project.
7 Repeat steps 2 through 6 for each resource.
To enter resource pay rates
1 On the View menu, click Resource Sheet.
2 In the Std. Rate field, enter the resource’s pay rate, including the duration of a pay
period.
3 If the resource should accrue overtime pay, enter his or her overtime pay rate in the
Ovt. Rate field.
4 If the resource accrues a per-use cost, enter that amount in the Cost/Use field.
5 In the Accrue At field, click the method by which the resource accrues cost.
6 Repeat steps 2 through 5 for each resource.
To adjust working time for individual resources
1 On the Tools menu, click Change Working Time.
2 In the For box, click the name of the resource whose working time you want to
change.
3 In the calendar below the Select Date(s) label, click the date range or day(s) of the
week for which you want to adjust working time.
4 Under Set selected date(s) to, click the options you want.
To document resources with resource notes
1 Switch to a resource view such as the Resource Sheet view.
2 Click the name of the resource for which you want to create a note.
3 On the Standard toolbar, click the Resource Notes button.
4 In the Resource Information dialog box, type the note you want associated with this
resource.