Microsoft Office Tutorials and References
In Depth Information
You have three choices when starting a new project. You can use Project
Guide to get Project’s assistance creating a project, you can build a project
on your own from scratch by entering individual task and resource details, or
you can use a project template that already contains data related to your
industry or the type of project you’re doing.
Getting going with help
from Project Guide
Project Guide is like some of those wizards you see in Microsoft products: It
walks you through a series of steps that ask you to enter some information
and then automates a process for you. However, in many ways, Project Guide
is like no wizard you’ve ever seen.
Taking a first look at the Guide
Project Guide has four different sections: Tasks, Resources, Track, and
Report. Within each of those categories might be ten or so links for you to
click to initiate an action. When you do so, you might have to choose a
variety of subactions, depending on your particular project. Also, the sections of
Project Guide span the entire life of your project, from the time you first enter
task information to the time you generate your final report.
If you’ve never used project management software (or Project itself), you might
find it helpful to run through Project Guide to set up your first schedule, enter
resources, track activities on tasks, or generate reports. However, to know
how to make intelligent choices in Project Guide, you have to have some
basic understanding of how a project is built, which I provide in the next few
chapters. My advice is to walk with me through many of the steps in this
book and then use Project Guide to practice building your first project. Then
you can see whether its structure works the way your mind does — or not.
Using Project Guide
A Project Guide toolbar displays by default in the toolbar area at the top of
your Project screen. The toolbar has an icon you click to show or hide the
Project Guide, so if the Project Guide doesn’t appear on the left side of your
screen, just click the Show/Hide Project Guide button.
To use the Project Guide, you click a category (such as Tasks) and then click
a link (such as List the Tasks in the Project) in that category. This action
displays additional information in the Project Guide pane (see Figure 1-10) asking
you to enter data or choose or accept a setting and move through a series of
screens. When you finish working through one set of screens, you return to
the Project Guide pane and can click another task or category to proceed.