setting up project essential
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Forum home » Delegate support and help forum » Microsoft Project Training and help » Setting up a project, essential first checks

Setting up a project, essential first checks

resolvedResolved · High Priority · Version 2007

replyReplyTue 19 May 2009, 17:55Delegate Stuart said...

Setting up a project, essential first checks

Hi Andrew

Please can you confirm the 4 formatting checks that I need to carry out prior to setting up an MS Project document. These were detailed during our training day but didnt note down, and don't appear to be in the handbook?

Best

Stuart

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replyReplyThu 21 May 2009, 11:57Trainer Amanda said...

RE: Setting up a project, essential first checks

Hello Stuart

Thank you for your question.

Andrew is currently away on annual leave, and not due back until 27 May. Are you happy for your query to be passed onto one of our other Project trainers; or would you like Andrew specifically to answer your post in which case there will be a delay in response until his return?


Kind regards
Amanda

replyReplyThu 21 May 2009, 12:12Delegate Stuart said...

RE: Setting up a project, essential first checks

Yes that's fine. But it is now quite urgent because I wanted to inform some of our guys in the office.

Thanks

Stuart

replyReplyThu 21 May 2009, 13:56Trainer Amanda said...

RE: Setting up a project, essential first checks

Hi Stuart

I have spoken to our other Project trainers. They were not 100% sure which 'formatting' checks you were referring to, however he has suggested that it might be the following:

1. Schedule project start date (Project - Project information - choose project start date)

2. Build the necessary project default calendar (Tools - Change working time)

3. Go to Tools - Options - Calendar make the settings match what is in the project default calendar

4. Set the three layers of the gantt chart time scale appropriately (right-click on the timescale and choose Format Timescale, in Gantt chart view).

If these aren't the checks you were referring to, then can you please post through any further information that you remember about what Andrew told you in the training, as this might have been advice he offered in reference to the way your company specifically are using Project, in which case it will be more difficult for our other trainers to answer your question.

If this is the case, we will attempt to offer you further assistance on this tomorrow before midday.

 

 

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Ms project tip:

Set default task type - Project 2010

a. In Project, click on the File tab
b. Select Options from left hand side
c. Click on Schedule to set the scheduling options
d. Set the Default Task type box to your chosen option
i. Generally if you plan/estimate your projects using durations you should use fixed duration, and untick the box New tasks are effort driven, if you plan/estimate with person hours use fixed work, or for plans estimated with the proportion of resources time use fixed units, and untick the box New tasks are effort driven)
e. Click OK to apply your changes

View all MS Project hints and tips

forum postHow do I import powerpoint slide into word document?

» Forum post: Powerpoint


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