This is Key 1 Navigation Microsoft Project Tutorial of the Five Keys to MS Project. Key 1 covers Navigation. Key 2 covers Tasks and Task Linking essentials. Key 3 covers Task Constraints---one of the most misunderstood components of MS Project. Key 4 covers Project Calendars. Key 5 cover Tracking Actual Progress.
In total the Five Keys gives you the essential skills needed to create project schedules in a way that keeps the tool lean but powerful, and thus usable as a tool for actually helping your projects to be successful.
Take this first key in my Microsoft Project Training course and learn essential navigation skills needed to be able to use Microsoft Project effectively.
This course covers Key 1 (Navigation). It is one of five keys. Thus this lecture explains how all Five Keys are broken down---in less than five minutes! Look for the other keys in additional lectures of the same name that you can purchase through Udemy.
A key concept in the Five Keys Method is to keep things as simple as possible--but no simpler. In this lecture an approach for keeping Project simple yet effective is to avoid using the Resource functionality in MS Project by using the Text1 field. There is nothing wrong with the Resource feature in MS Project, but it adds a significant level of complexity to the tool. And the focus of this course is on creating a schedule as quickly and effectively as possible.
Avoiding the Resource feature is not possible in all organizations and situations but it is important to realize that by not turning on the Resource feature by using Text1 as shown here, you can still create the all important task assignments that set the task ownership responsibilities, and helpers, needed to get your project work done.
Watch this video and see if the vast majority of your projects could start with and use Text1 in place of the Resource feature, and make your scheduling simpler and more effective. Then when you are ready to use the Resource feature, and get the proper training (which is no trivial matter, and beyond the focus of this course) you will find that turning the Text1 field into a Resource field is easy and complimentary to the Resource functionality in MS Project.
Unfortunately, other than re-installing, there is no Microsoft “reset to factory defaults” for the Project Options. Thus this lecture is simply a PDF file with screen shots of all eleven sections of the Project Options with my setups options specified, in case you need to or would like to verify what you have for these settings.
F. Kevin Gaza, PMP
Kevin has been an enterprise project manager for over fifteen years for a multi-state healthcare organization. In that role he has been a primary architect and author of the organization’s project methodology and has been a lead project manager on a variety of enterprise projects including rolling out ITIL/ITSM, building data centers, FCC funding projects , deploying networking systems, upgrading Windows and Office for over 20,000 users---and not to mention deploying numerous healthcare products.
Prior to healthcare Kevin worked as a PM for the Indiana Secretary of State, and had fun for several years as the IT Director at the Indianapolis Zoo---but only after paying his dues for some years as a project engineer in the manufacturing sector. He has taught Microsoft Project at IUPUI (Indiana University-Purdue University Indianapolis) since 1994 as an adjunct, which is basically one of his rat labs for course development.
Through all that---three decades of project work, four-plus industries, and teaching at IUPUI---Kevin has developed this approach to using Microsoft Project, called The Five Keys Method. The Method is jam packed with insights and tricks you won't find anywhere else.