Microsoft official academic course microsoft project 2016 pdf

Microsoft Official Academic Course

Microsoft Project 2013

Microsoft® Official Academic Course

Microsoft® Project 2013

Credits

EDITOR Bryan Gambrel DIRECTOR OF SALES Mitchell Beaton EXECUTIVE MARKETING MANAGER Chris Ruel MICROSOFT STRATEGIC RELATIONSHIPS MANAGER Gene Longo of Microsoft Learning eXperience EDITORIAL PROGRAM ASSISTANT Allison Winkle SENIOR PRODUCTION AND MANUFACTURING MANAGER Janis Soo ASSOCIATE PRODUCTION MANAGER Joel Balbin CREATIVE DIRECTOR Harry Nolan COVER DESIGNER Tom Nery PHOTO EDITOR Felicia Ruocco TECHNOLOGY AND MEDIA Wendy Ashenberg

Cover Photo Credit: Getty Images, Inc.

This book was set in Garamond by Aptara, Inc. and printed and bound by Bind Rite Robbinsville. The covers were printed by Bind Rite Robbinsville.

Copyright © 2013 by John Wiley & Sons, Inc. All rights reserved.

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc. 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, (201) 748-6011, fax (201) 748-6008. To order books or for customer service, please call 1-800-CALL WILEY (225-5945).

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The book expresses the author’s views and opinions. The information contained in this book is provided without any express, statutory, or implied warranties. Neither the authors, John Wiley & Sons, Inc., Microsoft Corporation, nor their resellers or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book.

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ISBN 978-047-0-13312-5

Printed in the United States of America

10 9 8 7 6 5 4 3 2 1

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Wiley’s publishing vision for the Microsoft Official Academic Course series is to provide students and instructors with the skills and knowledge they need to use Microsoft technology effectively in all aspects of their personal and professional lives. Quality instruction is required to help both educators and students get the most from Microsoft’s software tools and to become more productive. Thus our mission is to make our instructional programs trusted educational companions for life.

To accomplish this mission, Wiley and Microsoft have partnered to develop the highest quality educational programs for Information Workers, IT Professionals, and Developers. Materials created by this partnership carry the brand name “Microsoft Official Academic Course,” assuring instructors and students alike that the content of these textbooks is fully endorsed by Microsoft, and that they provide the highest quality information and instruction on Microsoft products. The Microsoft Official Academic Course textbooks are “Official” in still one more way – they are the officially sanctioned courseware for Microsoft IT Academy members.

The Microsoft Official Academic Course series focuses on workforce development. These programs are aimed at those students seeking to enter the workforce, change jobs, or embark on new careers as information workers, IT professionals, and developers. Microsoft Official Academic Course programs address their needs by emphasizing authentic workplace scenarios with an abundance of projects, exercises, cases, and assessments.

The Microsoft Official Academic Courses focus on real skills for real jobs. As students work through the projects and exercises in the textbooks, they enhance their level of knowledge and their ability to apply the latest Microsoft technology to everyday tasks. These students also gain resume-building credentials that can assist them in finding a job, keeping their current job, or in furthering their education.

The concept of lifelong learning is today an utmost necessity. Job roles, and even whole job categories, are changing so quickly that none of us can stay competitive and productive without continuously updating our skills and capabilities. The Microsoft Official Academic Course offerings, and their focus on Microsoft certification exam preparation, provide a means for people to acquire and effectively update their skills and knowledge. Wiley supports students in this endeavor through the development and distribution of these courses as Microsoft’s official academic publisher.

Joe Heider General Manager and Senior Vice President

Foreword from the Publisher

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Welcome to the Microsoft Official Academic Course (MOAC) program for Microsoft Project 2013. MOAC represents the collaboration between Microsoft Learning and John Wiley & Sons, Inc. publishing company. Microsoft and Wiley teamed up to produce a series of text- books that deliver compelling and innovative teaching solutions to instructors and superior learning experiences for students. Infused and informed by in-depth knowledge from the crea- tors of Microsoft Project and Windows, and crafted by a publisher known worldwide for the pedagogical quality of its products, these textbooks maximize skills transfer in minimum time. Students are challenged to reach their potential by using their new technical skills as highly productive members of the workforce.

Because this knowledgebase comes directly from Microsoft, creator of Microsoft Project 2013, you are sure to receive the topical coverage that is most relevant to students’ personal and pro- fessional success. Microsoft’s direct participation not only assures you that MOAC textbook content is accurate and current; it also means that students will receive the best instruction possible to enable their success in the workplace.

The Microsoft Official Academic Course Program The Microsoft Official Academic Course series is a complete program for instructors and institu- tions to prepare and deliver great courses on Microsoft software technologies. With MOAC, we recognize that, because of the rapid pace of change in the technology and curriculum devel- oped by Microsoft, there is an ongoing set of needs beyond classroom instruction tools for an instructor to be ready to teach the course. The MOAC program endeavors to provide solutions for all these needs in a systematic manner in order to ensure a successful and rewarding course experience for both instructor and student – technical a nd curriculum training for instructor readiness with new software releases; the software itself for student use at home for building hands-on skills, assessment, and validation of skill development; and a great set of tools for delivering instruction in the classroom and lab. All are important to the smooth delivery of an interesting course on Microsoft software, and all are provided with the MOAC program. We think about the model that follows as a gauge for ensuring that we completely support you in your goal of teaching a great course. As you evaluate your instructional materials options, you may wish to use the model for comparison purposes with available products.

Preface

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Illustrated Book Tour

Pedagogical Features

Many pedagogical features have been developed specifically for Microsoft Official Academic Course programs. Unique features of our task-based approach include a Lesson Skill Matrix Workplace Ready, and Step by Step exercises; and three levels of increasingly rigorous lesson- ending activities: Competency, Proficiency, and Mastery Assessment.

Presenting the extensive procedural information and technical concepts woven throughout the textbook raises challenges for the student and instructor alike. The Illustrated Book Tour that follows provides a guide to the rich features contributing to Microsoft Official Academic Course program’s pedagogical plan. Following is a list of key features in the lessons, which are designed to prepare students for success on the certification exams and in the workplace:

• Lesson Skill Matrix: Each lesson begins with a lesson skill matrix. This feature outlines all the topics covered in the lesson.

• Business Cases: Each lesson features a real-world business case scenario that places the software skills and knowledge to be acquired in a real-world setting.

• Software Orientation: Every lesson includes a software orientation. This feature pro- vides an overview of the software features students will be working with in the lesson. The orientation will detail the general properties of the software or specific features, such as a ribbon or dialog box, and it includes a large, labeled screen image.

• Step-by-Step Instructions: Concise and frequent step-by-step instructions teach stu- dents new features and provide an opportunity for hands-on practice. Numbered steps give detailed instructions to help students learn software skills. The steps also show results and screen images to match what students should see on their computer screens.

• Illustrations: Screen images provide visual feedback as students work through the exercises. The images reinforce key concepts, provide visual clues about the steps, and allow students to check their progress.

• Button Images: When the text instructs a student to click a particular button, an image of that button is shown in the margin or in the text.

• Key Terms: Important technical vocabulary is listed at the beginning of the lesson. When these terms are used later in the lesson, they appear in bold italic type and are defined. The Glossary contains all of the key terms and their definitions.

• Reader Aids: Engaging point-of-use reader aids, located throughout the lessons, tell students why this topic is relevant (The Bottom Line), provide students with helpful hints (Take Note), show alternate ways to accomplish tasks (Another Way), or point out things to watch out for or avoid (Troubleshooting). Reader aids also provide additional relevant or background information that adds value to the lesson.

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vi | Illustrated Book Tour

• Skill Summary: Each lesson ends with a recapping of the skills covered in the lesson.

• Knowledge Assessment: Provides a total of 20 questions from a mix of True/False, Fill-in-the-Blank, Matching, or Multiple Choice, testing students on concepts learned in the lesson.

• Competency, Proficiency, and Mastery Assessment: Provide three progressively more challenging lesson-ending activities.

• Circling Back: These integrated projects provide students with an opportunity to renew and practice skills learned in previous lessons.

• Online Files: The student companion website contains the data files needed for each lesson. These files are indicated by the icon in the margin of the textbook.

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Illustrated Book Tour | vii

Lesson Features

Lesson Skill Matrix

Key Terms

Step-by-Step Exercises

The Bottom Line

Another Way Reader Aid

59

3 Resource and Task Assignments

LESSON

As the video production manager at Southridge Video, you are working on a new music video for Don Funk, an up-and-coming singer/songwriter. You fi rst mapped out the initial tasks in the project, then identifi ed the resources needed to complete the tasks in the project. Now you need to put the two together. When you make assignments (link resources and tasks), Microsoft Project 2013 can provide several key pieces of information including: who is working on what tasks and when; if the resources are available when you need them to be, or are over-allocated; and more. In this lesson, you will learn how to assign work, material, and cost resources to a task and how to use the Actions tag to affect Project’s scheduling behavior.

K E Y T E R M S actions tag assignment duration formula effort-driven scheduling units work work formula

L E S S O N S K I L L M A T R I X

SKILLS TASKS

Assigning Work Resources to Tasks Make individual resource assignments

Assign multiple resources simultaneously

Adding More Work Resource Assignments to Tasks Add work resources to a task

Add work resources to an effort-driven task

Use the Actions tag to change Project’s scheduling behavior

Assigning Material Resources to Tasks Assign a material resource to a task

Assigning Cost Resources to Tasks Assign a cost resource to a task

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42 | Lesson 2

ESTABLISH EQUIPMENT RESOURCES

USE the project schedule you created in the previous exercise.

1. In the Resource Sheet, click the next empty cell in the Resource Name column. 2. Click the Resource tab and then click the Information button in the Properties group;

the Resource Information dialog box appears.

Establishing Equipment Resources

THE BOTTOM LINE

Setting up equipment resources in Microsoft Project is very similar to setting up people resources. There are key differences, however, in the way equipment resources can be scheduled.

Establishing Equipment Resources

You don’t need to track every piece of equipment that will be used in your project. It will be helpful, though, to track equipment resources when you need to schedule and track equipment costs or when the equipment might be needed my multiple people at the same time. In this exercise, you learn how to establish the equipment resources for your project.

3. If it is not already displayed, click the General tab in the Resource Information dialog box.

4. In the Resource Name fi eld, type Digital Truck-Mounted Video Camera. 5. In the Type fi eld, select Work from the drop-down menu. Your screen should look