MS Project 2013 Lesson 2

Microsoft Project 2013
Lesson 02
Creating a Project Plan
Copyright 2012-2014, Simplilearn, All rights reserved.
Objectives
By the end of this lesson, you will be able to:
List the information required while setting up a new project
Create a new project in Microsoft Project 2013
Describe calendar and its types
Create a template from a completed project
Basic Information for a New Project

The Project Manager needs to define basic project details at the commencement of a new project.
Start date of a project

Finish date of a project
Project Schedule
Project Calendar
Microsoft Project 2013 Interface

There are different methods to create a project in Microsoft Project 2013.
As a blank
project
From an
existing
project
From a
Microsoft
Excel
workbook
From a
Microsoft
SharePoint
task list
From an
existing
project
template
Create Project from a Blank Project Template

A new project can be initiated in Microsoft Project 2013 by creating a blank project and then adding project details
into it.
Components of a Blank Project Template

The important components of a Blank Project template are shown here.
Quick Access
Toolbar
Ribbon
View
Task Name and
Description
Gantt Chart
Zoom
Status Bar
Create Project from an Existing Template

Microsoft Project 2013 has many pre-installed templates that can be used to create a new project.
New Product launch
Market Research
Schedule
Residential
Construction
Commercial
Construction
Merger or Acquisition
Evaluation
7
Create Project from an Existing Project

A new project can be created from an existing project.
A similar project can be used from the previous history to enter the new project details to it.
When a project is created this way, the existing project acts as the foundation for the new project.
2014 Simplilearn Solutions. All Rights Reserved.
Create Project from Microsoft Excel Workbook

New project can be created from an Excel workbook.
Create Project from Microsoft Excel Workbook (contd.)

If the project information is in Microsoft Excel Workbook format, it can be imported into Microsoft Project, without
losing the data or format.
10
Create Project from Microsoft SharePoint Task List

If the development team is using SharePoint for a project, the Project Manager can synchronize the task list from
SharePoint without using the Project Web App.
This will allow the team members to view the project schedule on SharePoint.
Any updates on SharePoint will be reflected in the Microsoft Project plan.
11
Sample SharePoint Task List

Sample task list from SharePoint Project tasks is shown here.
12
Introduction to Base Calendar

When planning a schedule, knowledge about working days and hours, down time, vacations, holidays, etc., are critical for a
project manager.
These details allow the project manager to plan the project resourcefully.
Hence, the project manager can set up a base calendar to plan his project in a better way.
13
Base Calendar
The key elements of a base calendar are as follows:
Resource Allocation
This helps in assigning the right resources for the project.
Project Scheduling
This helps in scheduling the project.
Resource Availability
This helps in identifying the working time to determine when the resources are available to work in the project.
14
Types of Base Calendar

There are three types of base calendar.
Standard Calendar
This calendar is from Monday to Friday.
This calendar is based on the standard work timings, between 8.00

a.m. to 5.00 p.m.
Base Calendar
Night Shift Calendar
This calendar is from Monday to Friday.
This calendar is based on the general night shift work timings,
between 11.00 p.m. to 8.00 a.m.
24-Hour Calendar
This calendar is used throughout the week.
This calendar is based on round-the-clock-work concept.
15
Create New Base Calendar

When the project team is spread across geographies, with each region having its own set of working and non-working
days, the Project Manager can create a new calendar for each geographical region.
He can apply these calendars to the resources and tasks.
Click Change Working

Time.
1
Create New Base
Calendar window is
displayed.
Click Create New
Calendar
16
Set Baseline
The Set Baseline command can be used to compare the status of the project with the original plan.
Baseline records the project plan and the resource allocation.
Microsoft Project 2013 permits eleven benchmarks.
17
Create a Template from a Completed Project

Microsoft Project 2013 allows you to save the completed project plans as project templates.
Strategies from past projects can be shared and can be applied to future projects.
2
3
1
18
19
Quiz 1
Which of the following provides the overall information of the project?

Select the answer.
a.
b.
c.
d.
Project Schedule
Base Calendar
Pre-Installed Templates
Project Information
20
Quiz 1
Which of the following provides the overall information of the project?

Select the answer.
a.
b.
c.
d.
Project Schedule
Base Calendar
Pre-Installed Templates
Project Information
Answer: d. Project Information

Explanation: Project Information option in Microsoft Project 2013 provides the overall information of the
project to the user.
21
Quiz 2
Which of the following provides option to create benchmarks to compare project performance?
Select the answer.
a.
b.
c.
d.
Gantt Charts
Project Schedule
Set Baseline
Standard Calendar
22
Quiz 2
Which of the following provides option to create benchmarks to compare project performance?
Select the answer.
a.
b.
c.
d.
Gantt Charts
Project Schedule
Set Baseline
Standard Calendar
Answer: c. Set Baseline

Explanation: Set Baseline command is used to create a base point, which acts as a benchmark to compare
the project performance.
23
Quiz 3
Which of the following calendar is used from 8:00 a.m. to 5:00 p.m.?
Select the answer.
a.
b.
c.
d.
Base Calendar
Standard Calendar
24-Hour Calendar
24
Quiz 3
Which of the following calendar is used from 8:00 a.m. to 5:00 p.m.?
Select the answer.
a.
b.
c.
d.
Base Calendar
Standard Calendar
24-Hour Calendar
Answer: b. Standard Calendar

Explanation: Standard Calendar is the type of calendar which is used from 8.00 AM to 5.00 PM.
25
Quiz 4
How many benchmarks can be created with Set Baseline command?

Select the answer.
a.
b.
c.
d.
5
7
11
15
26
Quiz 4
How many benchmarks can be created with Set Baseline command?

Select the answer.
a.
b.
c.
d.
5
7
11
15
Answer: c. 11
Explanation: You can create up to 11 benchmarks using Set Baseline command.
27
Quiz 5
Which of the following can be used to synchronize the task list, without using the Project Web App?
Select the answer.
a.
b.
c.
d.
Existing Projects
Microsoft SharePoint
Existing Templates
Microsoft Excel Workbooks
28
Quiz 5
Which of the following can be used to synchronize the task list, without using the Project Web App?
Select the answer.
a.
b.
c.
d.
Existing Projects
Microsoft SharePoint
Existing Templates
Microsoft Excel Workbooks
Answer: b. Microsoft SharePoint

Explanation: You can synchronize the task list from the SharePoint without using the Project Web App.
29
Summary
Here is a quick recap of what was covered in this lesson:
Information such as, project information, project schedule, project calendar, start
date, and finish date of the project are important to create a new project.
In Microsoft Project 2013, a new project can be created using a blank template,
an existing project, an existing template, a Microsoft Excel workbook, and a

Microsoft SharePoint tasks list.
A base calendar is the main calendar used in a project. The types of base calendar
are standard, night-shift, and 24-hour calendar.

The Set baseline command can be used to create a base point that acts as a
benchmark to compare the project performance.
Microsoft Project 2013 provides option to save an existing project, as a template

for future use.
30
Thank You
31

MS Project 2013 Lesson 2

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Microsoft Project 2013

Copyright 2012-2014, Simplilearn, All rights reserved.

List the information required while setting up a new project

Create a new project in Microsoft Project 2013

Describe calendar and its types

Create a template from a completed project

Copyright 2012-2014, Simplilearn, All rights reserved.

Basic Information for a New Project

Start date of a project

Copyright 2012-2014, Simplilearn, All rights reserved.

Microsoft Project 2013 Interface

Copyright 2012-2014, Simplilearn, All rights reserved.

Create Project from a Blank Project Template

Copyright 2012-2014, Simplilearn, All rights reserved.

Components of a Blank Project Template

Copyright 2012-2014, Simplilearn, All rights reserved.

Create Project from an Existing Template

New Product launch

Create Project from an Existing Project

2014 Simplilearn Solutions. All Rights Reserved.

Create Project from Microsoft Excel Workbook

2014 Simplilearn Solutions. All Rights Reserved.

Create Project from Microsoft Excel Workbook (contd.)

2014 Simplilearn Solutions. All Rights Reserved.

Create Project from Microsoft SharePoint Task List

Any updates on SharePoint will be reflected in the Microsoft Project plan.

2014 Simplilearn Solutions. All Rights Reserved.

Sample SharePoint Task List

2014 Simplilearn Solutions. All Rights Reserved.

Introduction to Base Calendar

2014 Simplilearn Solutions. All Rights Reserved.

This helps in assigning the right resources for the project.

This helps in scheduling the project.

2014 Simplilearn Solutions. All Rights Reserved.

Types of Base Calendar

This calendar is from Monday to Friday.

This calendar is based on the standard work timings, between 8.00

Night Shift Calendar

This calendar is from Monday to Friday.

This calendar is based on the general night shift work timings,

between 11.00 p.m. to 8.00 a.m.

2014 Simplilearn Solutions. All Rights Reserved.

This calendar is used throughout the week.

This calendar is based on round-the-clock-work concept.

Create New Base Calendar

He can apply these calendars to the resources and tasks.

Click Change Working

Copyright 2012-2014, Simplilearn, All rights reserved.

Copyright 2012-2014, Simplilearn, All rights reserved.

Create a Template from a Completed Project

Copyright 2012-2014, Simplilearn, All rights reserved.

Copyright 2012-2014, Simplilearn, All rights reserved.

Which of the following provides the overall information of the project?

Copyright 2012-2014, Simplilearn, All rights reserved.

Which of the following provides the overall information of the project?

Answer: d. Project Information

Copyright 2012-2014, Simplilearn, All rights reserved.

Copyright 2012-2014, Simplilearn, All rights reserved.

Answer: c. Set Baseline

Copyright 2012-2014, Simplilearn, All rights reserved.

Copyright 2012-2014, Simplilearn, All rights reserved.

Answer: b. Standard Calendar

Copyright 2012-2014, Simplilearn, All rights reserved.