Microsoft® Project 2013 Quick Reference Card ne neereu hick Across Toobar Project 2013 Fundamentals + To Create a New Project: Cick he Fle tab, click he New ab and cick he Blank Project ‘option, Or press Ctr +N To Use a Template: Cick he File tb, cick the New a, Select temple fom te menu and ick OK. To View Information About the Project: ‘Select the Project iab and cick Project Information into Properties group, Set the Working Time Calendar: Select the Project tab and cick Change Working Time inthe Properties group. Selec the date(s) you want to change and select new calendar, or enter the new workng hours in the Start and Finish bores To Use Spell check: Selec the Project ib and cick Spelling inthe Profing group. To Use Undo and Redo: Clik ihe Undo buton and Redo button on the Quick Access toolbar To Adjust the Timescale: Solect the View {ab and choose from the options inthe ‘Timescale lis arow nthe Zoom group. To Adjust the Zoom Level: Select the View {ab and cick te Zoom button to ether zoom n oF zoom out. Ateratvely, cick he Entire Project ‘uton to zoom to aleve where the while project is vise For Personal Use Only Minimize Ribbon ‘Gant Chart + To Save a Project File: ick the Save buon on the Quick Aacess toolbar or cick Fle tab ‘and select Save or Save AS if you wish to change the file name or lca, To Set a Baseline Plan: Cick he Project lab, dik the Set Beseline drop Ist arow inthe Schule group and choose Set Baseline. Cick the Set Baseline Plan opton, cioose the tuasolne number, save the pln forthe enire project “orseeced tasks, and cick OK To Set an Interim Plan: Cick he Project lab, dik the Set Baseline drop Ist arrow inthe Schedule group and choose Set Baseline. Slect the bassin das and chk OK. Click the Set Interim plan pion, choose where to copy from and where they shoul be coped into, save the plan forthe entire projector seleced tasks, and cick OK. To Show or Hide the Planning Wizard: Cck ne File ab ant dick Options. Cick he Advanced ta andeiter select or deselect the Advice from Planning Wizard checkbox To View a Task'sUsage: Selec the task and click the View tab Click he Task Usage bison inthe Task Views grup. ‘To Get Help: Press F1 fo open the Projet Help task pane, ype yourqueston, and cick the ‘Search bution. Contact Us at info@customauice.com for organizational use. Custom@uide Interactive Training Free Quick References! Visit: gr.customauide.com Common Views To Display a View: Select the View ib ‘and choose rom the Task Views avaiable. Gantt Chart: Default view. Displays a Isto task wih bar char information {Sask Usage: Dsplays alto tasks ‘showng assigned resources under each task 28 Network Diagram: Displays a ‘sequence or agi agram tat shows the ‘jects ask and dependences Bi calendar: Displays asks and durations ‘na monly calender Bother Views: Provides addional wens: # Task Form: Desled information of the sooc task # Task Sheet: List ofall the tasks and selected details «Timeline: An expanded view of the tinelne mee Save ProjectFile — Ctrl+S Close Current Project Ctrl + W (Open Existing Project Ctrl +O PrinuPrint Preview Ctrl +P shift + F2 Assign Resources Copy Alt+ F10 cti+e cut cui +x Paste city Help Ft GoTo Selected — Ctrl+ Shift Task +F5 Link Selected Task Ctr +F2. Unlink Selected Ctrl + Shift Task +F2 Create aHyperiink Ctrl+K Zoom in ctrie Zoom Out ctrl + shite oe ctrl +z, cti+y cite ctri+1 cti+u Undo "©2076 CustomGuldePa ET UMC? Reece) (ted «There ae sx basic steps fo folow when planing a project (1) Define a projec (2) Plan project actives (3) Plan for and gather resources (4) Plan project costs (5) Plan for quality and sks (6) Pan secant and ‘communicaton Project managements the process of penning, wanna, ‘and managing tasks and resoures io accomplish an objective mihin consiranis of Aime, esouces,o cost ‘Adjusting one constraint of he Project Triangle alesse chert Project Triangle o® Q eet eye em Cd The Task Tab aoe =m iBticts a seems? To Enter a Task: Type the tas’s name inthe Task Name column and press Enter To Enter a Duration: Type the duration (m= minutes, b= hours, d= ays; w= weeks; mo = months) n the Duration column and press Enter. To Create a Milestone: Enter 0 (20) nthe Daraon ctu. Or cick tne Information baton n the Properties goup, select he ADVANCED ‘nb and cick the Mark task as Milestone checkbox To Create a Recurring Task: Cick he Task ist row inthe Insert group and select Recurring Task rom the ist Enter information no the ‘Reourmg Task Information dialog box. To Access Task Information: Sciex the task and cick the Information tustonn ne Propertes group. Or, press Ctr + F2 To Organize the Task List: Create summary asks and sublasks by selecting the tasks) and cckng the Outdent Task or Indent Task butions inthe Schedule group. To Link Tasks: Press Ctrl and slet he wo tasks you watt ink inthe ‘order ha you want ink them and click the Link Tasks bution in the ‘Schedule group To Unlink Tasks: Press Ctl and select two linked tasks in he order ‘hey ae linked. ick he Unlnk Tasks bution in the Schedule grow. To Split a Task: Sole! the ask, cick he Split Tasks button inthe ‘Schedule group, and use the cing toot spit the task’s Gantt bar. 10 enter Lag or Leaa time: cick ne sucoessor task ana ocx the Information bution inthe Propertes grup. Click he Predecessors tab ‘and ene lead time wih () minus sian or lag ume wih (+) plus sgn the Lag box To Enter a Task Deadline or Constraint: (ick he tak o which you want fo ad a deadine and ck the Information tutton nthe Properties group. Cick he Advanced tab, and selec a datein the Dead box, or selec the relevant constant and enter the Consrant date, To Assign a Task Calendar: Sclect tho task, cick the Information but in the Properties tab an cick the Advanced tab. Click the Calendar list arow and selec a calendar rom to drop-down ist. To Apply a Filter: Click the Filter it row fr the relevant column and For Personal Use Only Contact Us at info@customquide.com for organizational use. Seem mae ico ee merely The Resource Tab ‘he Properties group. Erier the Available To and Avaiabe From dates inthe Resouroe Available and ener the Maximum Unis avaible the Unis fl + To Assign a Resource: Solos a task and dick he Assign Resources bust, select the resources) and cick Assign. + To Enter Costs: Cick the Information buton in the Properties group and dick the Costs tab. Enter amounsin the Standard Rate fi, the ‘Overtime Rate fed. or he Per Use Costes. Then chaose when, OVC like to begin acting the resource costin the Cost Accrual Feld in ketene ‘= Applying a Split View: Select one ofthe optons rom the Timeline or Details ist rows in the Spit View group onthe VIEW tb. ‘= Applying Groups: Scloct ono of tho options ftom the Group By st ‘row inthe Data group onthe VIEW tab, ‘+ Applying Filters: Selec one of the options fram the Filter st arow in the Data group on the VIEW ab ‘+ Sort the Information: Select one ofthe opions fromthe Sort st row inthe Data group onthe VIEW tab, ‘+ View the Critical Path: Inthe Gant Char View, select Critical om ‘he options inthe Highlight list arow in the Data group on the VIEW tab, ieee ae ice ‘Aways save a basalne plan beloe beginning to track progress. ‘+ Update Tasks: Select the ask you want fo update and select the percentage complete nthe Schedule group onthe TASK tab ‘+ Update Resources: In Resource Usage or Task Usage view, selec the resource you wish to update, cick the Details button inthe Properties group ‘on the RESOURCE tab and update the Werk vale. + Update Costs: Tum off automatic cost updating cick the File tb and select Options. Cick he Schedule ta and select the Off opin for Calculate project afer each eit at the botiom ofthe menu. ‘+ Check Project Variance: ina tsk or resource view, click he VIEW tab and cick the Tables ist arrow Cick More Tables and select Variance from the options Balancing the Project += To Identity an Overallocated Resource: In the Resource Usage View, select Overallocated Resources frm the optons in ‘he Highlight ist row on the VIEW tab. ++ To Balance Overallocated Resources Automatically: Cick he Leveling Options button inthe Level group on the RESOURCE Tab, Select Automatic under Leveling Calculations, ‘+ To Reassign Work: Open Gantt Chart vew, select te overallocated resource and cick he ASsign Resources bution the Assigimenis ‘group on the RESOURCE tab, Select the overalocated resource, cick the Remove buton, select another resoutce and click ASSigh. ©2076 CustomGulde