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About this lesson
Recognize best practices when running MS Project for the first time.
Lesson versions
Multiple versions of this lesson are available, choose the appropriate version for you:
2013, 2019/365.
Exercise files
Download this lesson’s exercise file.
Run Microsoft Project for the first time.mpp223 KB
Quick reference
Run Microsoft Project for the First Time
When you run Microsoft Project for the first time, a dialog may appear asking if you want to migrate settings from a Global.mpt file. Since each version may have different settings, you may run into problems later on.
A best practice is to start Microsoft Project without migrating the Global.MPT file.
Steps
If you a Planning Wizard dialog appears, such as the one shown in the figure, follow these steps:
- Select the Cancel. Done perform an upgrade at this time radio button.
- Select the Don’t tell me about this again checkbox.
- Click the OK button.
Once done, you will no longer receive a prompt to migrate the Global.mpt file.
Login to download- 00:04 In this lesson we'll run Microsoft Project for the first time.
- 00:08 I'm gonna show you a few different ways of running Microsoft Project.
- 00:13 The first way is to come down to the Start button, click All Programs.
- 00:24 And then locate Microsoft Office 2013.
- 00:29 And then finally, click Project 2013.
- 00:36 Now a Planning Wizard showing up right now for me.
- 00:40 For the time being, I'm going to cancel this and
- 00:43 show you another way that you can run Project 2013.
- 00:47 Another method for locating the Microsoft Project icon is to just
- 00:52 press the Windows key on your keyboard, I'm doing that right now.
- 00:58 And that automatically opens up the start menu.
- 01:02 So I just press that key, and it's just to the left of my space bar, and
- 01:06 now I'm gonna type Project, and what you can see is Project 2013 shows up there.
- 01:12 If it doesn't, I can just type the full text of Project 2013.
- 01:17 So this nice little search bar lets me find programs.
- 01:22 And then I can just press the Enter or
- 01:24 Return key on my keyboard, and it immediately runs Microsoft Project.
- 01:32 If you happen to be running Windows 8, you might be familiar with the Start screen,
- 01:38 and I'm going to show you what that looks like right here.
- 01:41 Now If you go to the Start screen, and you can do that by
- 01:46 pressing again the Windows key on your keyboard, you can see that, typically,
- 01:50 Microsoft Office does not show up right away on the main screen.
- 01:56 So you need to click this arrow, and this brings you to Apps.
- 02:01 And then you can scroll And
- 02:06 then locate Microsoft Project 2013 in this screen.
- 02:11 You can see I have it right here, and I can go ahead and run it.
- 02:18 Let me show you an easy way of accessing Projects from the Start screen
- 02:23 that does not require all that clicking and scrolling.
- 02:29 So I'm going to go back to the Windows 8 Start screen, and
- 02:33 without doing anything, I don't need to click on anything,
- 02:37 I'm just on the screen, I'm just going to start typing the word Project.
- 02:44 And you can see here that as I type,
- 02:47 a search screen shows up and there's Project 2013.
- 02:51 So I can go ahead and click that and it will run.
- 02:56 Now, for the remainder of this training I'm going to run Microsoft Project
- 03:02 as if it's on my start bar here all the time.
- 03:07 Well, not as if it's on the start bar, it will be on my start bar.
- 03:11 So I'm going to right click and
- 03:14 I'm going to choose, Pin this program to the task bar.
- 03:19 Now when I exit Microsoft Project, you can see I have a link right here,
- 03:24 the icon's available to me.
- 03:26 I can go ahead and click this and run Microsoft Project without having to use
- 03:31 the start menu or the Windows 8 start screen.
- 03:37 So far I've shown you how to access the Microsoft Project icon, but
- 03:41 let's run it for the first time.
- 03:45 Now you may or may not receive a Planning Wizard dialogue.
- 03:51 I'm receiving this because I had an old copy of Microsoft Project,
- 03:56 happened to be Project 2010, and Microsoft Project 2013 is saying,
- 04:02 would you like to upgrade your settings?
- 04:04 Take your settings from Project 2010 and bring them over to 2013,
- 04:10 and that takes a form of this file called the global.mpt file.
- 04:15 Now, this sounds like a good idea, but
- 04:18 actually it's not a good practice to do that.
- 04:21 Why is that?
- 04:22 Well, Microsoft Project 2013 has new features that may not have existed
- 04:28 in 2010, and 2010 might have had old features that don't exist in 2013.
- 04:35 So if I take over these settings,
- 04:38 I run some risks of having problems down the line.
- 04:41 So it's best to just cancel,
- 04:45 do not tell me about this again, and click the Okay button.
- 04:49 Now, what's gonna happen is, Microsoft Project won't give me this
- 04:52 Planning Wizard, but it also won't bring over my old settings from the previous
- 04:57 version of Project, so I will actually have to manually go in and rekey those.
- 05:04 I'll go ahead and click the Okay button, and
- 05:07 I'm just going to exit Project one more time and
- 05:09 go back in so you can see that that Planning Wizard dialog does not appear.
- 05:16 For the next lesson we're gong to be working with a blank project, so
- 05:19 let's just go ahead and choose this Blank Project option right now.
- 05:27 So in summary, in this lesson you have learned how to locate
- 05:31 the Microsoft Project icon, run Microsoft Project, and if you are prompted,
- 05:38 how to upgrade from Project 2010 to Project 2013.
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