Locked lesson.
About this lesson
An overview of key takeways from previous lessons in the course.
Lesson versions
Multiple versions of this lesson are available, choose the appropriate version for you:
2013, 2019/365.
Quick reference
Conclusion
One of the most important things you can do when working on a project schedule is to work with your team. Without the feedback of your team, you will not have the buy-in you need to identify the tasks, time, resources, and costs associated with the project.
Use the KYS (Keep Your Sanity) Method
Avoid using so many features that Microsoft Project keeps you away from working with your team. Remember, Microsoft Project is a tool to help you, not to manage you.
Steps
To create a new project:
- Work with the team to identify the tasks, durations, predecessor/successor links, WBS, critical path, and resource estimates.
- Work with your project sponsors to agree on the plan before you start working on it.
- Remember to save a baseline before you start collecting project updates.
- Use the timeline to communicate important tasks or milestones. Do not add too much detail to the timeline.
- Use existing reports or create new ones.
- Use custom fields and graphical indicators to track key metrics on your project.
- 00:04 Thank you very much for taking this Microsoft Project Fundamentals course.
- 00:08 In this conclusion lesson,
- 00:10 I'm just going to recap some key takeaways from the previous lessons.
- 00:14 One of the most important things you can do when you're building a project
- 00:19 schedule is to make sure you work with the team.
- 00:22 Don't find yourself in a situation where you
- 00:25 are creating the project schedule by yourself without feedback.
- 00:30 Make sure you're doing that with all of the tasks, with the resources,
- 00:37 with their assigned time on the resources, with the duration.
- 00:43 With any costs that you might incorporate into your project, and
- 00:47 even when indenting the project to create a work breakdown structure and milestones.
- 00:53 It's very important that it's not just you that's bought into this project schedule,
- 00:58 but everyone involved.
- 00:59 And don't forget your project team also includes your sponsors and stakeholders.
- 01:05 These are the people that you should be working with to define metrics by which
- 01:09 you will track the project.
- 01:11 In our project, we created this percent cost variance and
- 01:17 percent duration variance.
- 01:20 And these are custom fields we created just for our sponsors and stakeholders,
- 01:22 in this case the homeowner.
- 01:23 And this homeowner, i.e our sponsor, and for that matter maybe even
- 01:28 members of our team don't necessarily know how to read a Gantt chart.
- 01:32 These screens might look foreign to them, and
- 01:35 they may not know what critical path management is.
- 01:39 Our job as a project manager is to know this, and then communicate
- 01:44 the information in a way that people can absorb it and can also make decisions.
- 01:50 So that's why Microsoft has provided you with two very important tools.
- 01:54 The first tool, if you recall,
- 01:57 is accessible from the View tab using the Timeline checkbox.
- 02:03 And this is a timeline where we can add important tasks and
- 02:07 milestones, remember we can copy this to PowerPoint.
- 02:10 And one thing that's important about this is that you keep the critical tasks,
- 02:15 the important tasks, the important deliverables on here.
- 02:18 I've seen so many people put nearly every task from the project schedule up here,
- 02:24 and it loses the amount of benefit that you get.
- 02:27 People look at it, and
- 02:28 they don't understand what they're looking at anymore.
- 02:31 So really focus on just putting things that are important for
- 02:34 the conversation to be had.
- 02:36 Also you have this Report tab, and
- 02:38 this reporting module is brand new in Microsoft Project 2013.
- 02:43 Don't forget that there are many reports available to you out of the box.
- 02:50 So I encourage you to look at these reports,
- 02:52 and see if there's anything that you might be able to use for your next project.
- 02:57 And of course you can always create new reports as well.
- 03:02 And remember that when you're formatting your reports, you want to try and
- 03:07 keep things up at the top left hand portion of the screen.
- 03:11 This way they'll print nicely, as opposed to just looking good on your monitor.
- 03:13 So finally I'd like to leave you with a few words of wisdom.
- 03:18 I've been using Microsoft Project for many years.
- 03:21 As a matter of fact,
- 03:22 I really started using it back when it was called Microsoft Project 98.
- 03:27 Even back then the features were incredibly powerful, and
- 03:31 most of the features that were available then are available now.
- 03:36 As a matter of fact,
- 03:37 most of the new features in Project are the reporting module and
- 03:41 the timeline feature, and simple things like multilevel undo and print previewing.
- 03:47 So really the same features were available back then.
- 03:50 I started managing my projects using nearly every available feature.
- 03:56 And there's lots of them, and we didn't even cover them.
- 03:59 So there's topics like earned value analysis, which is in and
- 04:03 of itself perhaps multiple courses.
- 04:06 In order to get your Project Management Professional Certification,
- 04:10 you'll need to learn about that.
- 04:12 I also use features like optimistic and pessimistic scheduling.
- 04:16 I started getting getting really advanced with managing my cost and
- 04:21 every detail of my budget inside of Microsoft Project.
- 04:26 So what happened was I ended up having these small three and
- 04:29 four months projects that had hundreds and hundreds of lines.
- 04:34 And so Microsoft Project started managing me.
- 04:37 I could have spent a lot more time working with my team to manage the team and
- 04:41 make sure things are going well, rather than just focusing on the tool.
- 04:45 So use this method that I like to refer to as the KYS method,
- 04:52 K-Y-S, and that stands for keep your sanity.
- 04:58 And it's really important that you just focus on the features that you need using
- 05:02 Microsoft Project.
- 05:03 Remember, it's the team that's more important,
- 05:06 not the Microsoft Project schedule.
- 05:09 That's important for you as a management tool, and it's certainly important for
- 05:14 your stakeholders, but it's not the end all be all.
- 05:17 So with that, thank you very much,
- 05:19 and I hope you enjoyed this lesson on Microsoft Project fundamentals.
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