Microsoft project 2007 tutorial boston university boston. This course was designed in collaboration with bonnie biafore. How to input a schedule into microsoft project page 4 introduction definition of an effective schedule. Using work breakdown structure wbs codes in microsoft. The planning process team requirements and wbs ch3 partii. There are 4 essential components in microsoft project to create wbs.
The project schedule reflects all the work associated with delivering the project on time. When you use microsoft project with wbs schedule pro it is important to remember that the data is stored in the ms project plan the. The techniques shown work equally well with microsoft project 2010, 20, and 2016. Schedule a project with a work breakdown structure. Wbs work breakdown structure in ms project 2010 nenad.
Download this free wbs template and get started now. One of the first steps in the initiation phase of the project is to come up with a project schedule. Click view, and then pick a sheet view, such as the task sheet or resource sheet. Download the ms project schedule for this construction project. Many organizations apply a wbs numbering standard to define projects, because its an important planning tool that serves as a basis for project scheduling, reporting, staffing, and budgeting. The mask contains numbers or characters for each outline level, with separators between the levels. Develop a project schedule gantt chart in ms project based on. Ms project can help you in creating a schedule for the project even with the. View notes the planning process team requirements and wbs ch3 partii.
How to make a wbs in ms project step 1 launch ms project and select blank page. Planning a project team recruiting, requirements and wbs part ii. Creating a work breakdown structure with microsoft project. Project management software ganttproject for beginners. Work breakdown structure rev e, june 2003 work breakdown structure a project work breakdown structure wbs is a deliverable or product oriented grouping of project work elements shown in graph ical display to organize and subdivide the total work scope of a project. Overall, the objective of the course is to make participants feel comfortable with project 2010. Schedule a project with a work breakdown structure microsoft docs. Project management deliverables should be outlined at level two of the wbs. In project management, a work breakdown structure wbs is a method for analysing a project s activities. This is our approach to introduce you to ms project in our tutorial. Decompose project deliverables into work packages, to a level that can be scheduled, cost estimated, monitored, and. Work breakdown structure in microsoft project training. The wbs serves to organize and define the total scope of the project.
For beginners the best option is to use the critical path wizard. Ms project 20 wbs naming conventionwatch more videos at by. Once you have created a project plan and assigned a calendar, the tasks can be entered. No project can have more than a single custom code mask. You can use numbers, uppercase and lowercase letters, and symbols. Mism 4165 assignment 2 employee training and recognition.
The type box should show the default finishtostart fs relationship. In the properties group, click wbs and then click define code. Microsoft project 2007 tutorial bu blogs boston university. You can only enter a wbs code that matches the wbs. Use the outline numbering for work breakdown structure. Establishment of a work breakdown structure wbs or activity coding structure.
If you define a wbs code format, or mask, microsoft office project completes the wbs field with a value corresponding to the tasks outline level and wbs code mask. How to use the yellow sticky approach to map out a network. For beginners the best option is to use the critical path wizar. The wbs is the basis for creating the project schedule, normally shown as a gantt chant.
Work breakdown structure can help you break down your project into manageable taks. Wbs schedule pro frequently asked questions wbs charts. To establish a project schedule, you need to create a work breakdown structure. Microsoft project 20 tutorials college of business. Whether you use auto or manual scheduling, the only thing you need to do to enter. Learn how to make wbs in microsoft project using the tutorial in this article. No cell formatting exporting from microsoft project to excel formats all cells as plain text. Wbs schedule pro wbs charts, network charts, pert charts. If you clear a wbs code, the field value returns to the outline number. Wbs, wbs dictionary, ms project plan project manager 40 hrs 1.
Timeline maker work breakdown structure wbs checklist creating a work breakdown. Once the ms project has opened, click on a blank project worksheet. It supports ms project, pdf, csv and html file types. The subdivision of project deliverables into smaller, more manageable components until the work and deliverables are defined to the activity, subactivity or task level i work breakdown structure wbs is a hierarchical breakdown of elements of the logic model. In the id column, type the id number of the predecessor task this is the number in the column to the left of the task name column. Creating a work breakdown structure in ms project pmwares.
If you type a wbs code, you can modify it at any time. A brief demonstration of creating a work breakdown structure in microsoft project. Brief guide to microsoft project 20 pmtexts by kathy. To customize the wbs code format in the microsoft project wbs field, you can generate custom codes using a wbs code mask. The gantt chart shows start and end dates of tasks as well as dependencies between tasks, which are more clearly shown in a network. For this tutorial, we will be creating a mobile reporting system. Wbs charts are perfect for presenting your project to your team, management, andor clients. Click in the type box and then click the dropdown arrow to see the four types of dependency relationships that can be established.
Work breakdown structure wbs in ms project or project. For example you can see your task or resource table in sheets on the screen. Click the file tab, then click the save as button and give the project a name. You can create a projectspecific code in the project code prefix box. Now, enter the project information on to the blank sheet. Define the scope of the project on the first level of the wbs. The wbs schedule pro excel wizard produces nicely formatted excel spreadsheets without the need for additional macros or other addons. To refine your work breakdown structure before you enter it into ms project enter sample data in. How to enter predecessor information to create a project. See a large image and download a visio or pdf of the wbs. The steps below outline the major steps to take in creating a work breakdown structure.
The project plan must include all aspects of project delivery to be effective. Your final wbs structure for the project should identify a minimum of 30 total tasks decomposed to level 3 1. The wbs is the basis for creating the project schedule, normally shown as a. Working on a desktopclient architecture, this file based project management tool allows not just scheduling of tasks, but resource management as well, through resource load charts. Use the wbs chart in wbs schedule pro to brainstorm projects by breaking them down into manageable pieces. This visual way of creating projects using a topdown approach makes for more comprehensive project plans. Click the view tab, then click the gantt chart button, and select gantt chart from a dropdown list. Microsoft project tutorial what is ms project in 2021. If your project would benefit from having detailed wbs codes that are made up of specific lengths, sequences, or sets of numbers and letters, you can define a single custom wbs code mask for the project. He introduces the builtin visual report templates in project and walks you through creating a task burnup report, a work breakdown structure wbs, and a resource analysis report. However, the wizard is useful as it covers the complete lifecycle of project planning and tracking using ms project. Specify task durations microsoft project sets default duration of one day for each task that you entered or inserted above. Learn how to use microsoft project from this tutorial for beginners. To help you see, or view, your data, microsoft project adopts techniques used in spreadsheets, databases, and graphics packages.
Using project 2010 work breakdown structure wbs codes. Wbs numbering system microsoft project professional tutorial. Microsoft project 2016 tutorials college of business. In most cases, this was the view you were placed in to. In this microsoft project professional video tutorial, we will see how to set up a work breakdown structure wbs coding and numbering system for our project. Ms project 20 settingsmicrosoft project is a project management software program developed and sold by microsoft, designed to assist a project manager in developing a schedule, assigning resources to tasks, tracking progress, managing the budget, and analyzing workloads. This 2day course is for new and intermediate users of the ms project scheduling application who want to get started on planning their projects in ms project. Microsoft project 2010 is a project management software program which gives you a visual way.
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