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To book your place call Wendy on Understand the key concepts relating to managing projects. Use a project management application to create a new project and maintain an existing project. Create and schedule tasks and add project constraints and deadlines. Assign costs and create and assign resources to tasks. View the critical path, monitor progress and reschedule work. Prepare and print outputs, including charts and reports. Understand the term project. Open, close projects. Save a project under another name to a location on a drive. Create a new project based on default template, other available template.

Understand the term milestone. Insert, edit, remove a hyperlink for a task.

ProjectLibre - Project Management

Understand that if one element changes there is an impact on another element Create, delete resources. Modify resource details like: name, type, units, rates. Understand the terms fixed cost, variable cost. Assign, modify fixed costs. Assign, modify variable costs. Display current project schedule and baseline. Change paper size. Task Ribbon Using these notes This document falls into two parts.


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Strictly it was designed with Microsoft Project in mind. I have used this as a starting point for the ProjectLibre project management software. The following line is intended to prompt you to have a go at doing something. It appears throughout the book and will help you to focus on the task in hand. Project Management What is a project? One simple definition might be: A planned set of related tasks to be executed over a predicted period of time and within certain cost, resource and other limitations.

Project management is the process of monitoring and control that ensures the smooth running of the project and minimises the possibility of failure. ProjectLibre is designed to manage resources usage and project scheduling. The project lifecycle The Project life cycle Running the project is the most resource intensive part of the project but it is the start-up and initiation and the planning that goes on there that ultimately has the most impact on its success.

Also referred to as top down design by stepwise refinement. An example of a WBS for a project to build a computer is shown below. It is a very useful tool for planning a project including the management and tracking of resources and time. The Start-up Screen When you first start Project the screen will look similar to the screen below. The area on the left is the area where you enter the individual tasks that make up your project. The area on the right displays the information in the form of a Gantt chart. The ribbons in ProjectLibre are similar to the ribbons in the Microsoft Office suite.

From on. The icons on the ribbons are often called commands, however I prefer to use the term tools as they allow you to perform some sort of action just like the normal use of the word tool. Quick Access bar. Quick Access toolbar This allows you quick access to the commands you use frequently. Save Undo and Redo. Save saves a copy of your current work. Undo undoes the last action you applied to your project and Redo simply undoes the undo action, i.

The Ribbon This is an easier way of displaying the tools available in a particular menu. It replaces the idea of drop down menus which tended to hide the functionality of a program. There are four ribbons in ProjectLibre each with its own set of tools icons that provide a context sensitive focus. Each ribbon tab provides the tools for a particular set of actions or commands within ProjectLibre. For example the View tab includes tools for producing reports. Each ribbon is sub divided into several groups, each separated by vertical lines.

The group name appears underneath the tools. The File tab gives access to actions such as Save, Open, Close and New which of course applies to the Project files themselves, hence the tab name. Ribbon groups On each of the ribbons there are many tools, the Ribbon itself has been sub divided into groups. Each group displays the tools of that group. Gantt Chart This is divided into two parts. On the left is a table of the tasks to be undertaken and on the right is the Gantt chart proper which is a graphical representation of the project schedule. Tool Tips If you hover the mouse pointer over any icon on the ribbon then the name and purpose of that icon is displayed.

Getting Help To get help, you click on the help button on the top right of the screen. It is the white question mark on the left of the Title bar. Starting a new project Basics To follow this tutorial it is best if you download the Workfiles from www. Open a new project by launching ProjectLibre. This automatically displays the Welcome to ProjectLibre dialogue box that prompts you to either create a new project or open an existing one. Creating a new project displays a further dialogue box where you can enter the basic details of your project, its name, the manager of the project and its start date.

Further details can be set using the Project Information tool found on the File ribbon in the Project group. Next to be looked at is the Working calendar. Generally the default working calendar is sufficient but for some projects it may be appropriate, for example for there to be working time on Saturday morning.

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To set this as an option first Selects all Saturdays select the days you wish to change. So for a Enter times here project where every Saturday morning was a working morning click on the S for Saturday and then set the non-default working time to include to If you wanted only a few Saturdays to be set this way then you could select only the actual days you wanted to change. Entering Tasks Now we need to start to enter the Project tasks. From the ProjectLibre Coursework you downloaded from www.

Note the three summary tasks will NOT require any days to be entered. These will be automatically updated when the task entries are properly finished. As each task is entered a duration of 1 day? If you did not have any duration data at this stage simply leave that alone until you can come up with some. Having completed this list you should see something like:.

These will be calculated by the software once their respective tasks have been properly placed.

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To include the tasks from Level to Brickwork as sub-tasks of Groundwork simply select them all and on the Task ribbon use the Indent tool. Ground Work then becomes a Summary Task. Gantt Chart The Gantt chart is the diagram of the tasks and the times required to complete them. So Tasks are on the left side of the screen and the Gantt chart proper is on the right side of the screen.

Once all the tasks have been entered notice they all align themselves to the Start date. It is now necessary to link them in such a way as to ensure they start as required that is after the appropriate preceding task. If you entered the tasks in the order you intend to complete them then this linking is relatively straight forward. Highlight the tasks you want to link. From the Task ribbon Task group click the Link tool. The completed Task List and Gantt Chart should look like:.

A Summary task on a Gant Chart is a special task that includes a set of sub-tasks. It provides a convienient way for you to hide the detail of a progect when it is not needed. To add a sumary task highlight the sub-tasks then on the Task ribbon Insert group click the Summary tool. Generally any task that has no duration is marked as a milestone though any task can be. To mark a specific task as a milestone open the task by double clicking the row then in the Task Information dialogue box under the Advanced tab tick the Display task as milestone check box. Creating Resources Using the information on the worksheet add the resources to the project Home Office.

The Resources screen appears. In the Name column enter the names of the resources. For the resource Type leave the selected at Work. Finally in this example enter Bricks as a material. Type Bricks in the Name column and click the Type cell then select Material. We will label these items as , in the Material Label column since bricks usually come in thousands.

Note: When we assign bricks to the Brickwork task we will need to remember we are assigning them in 1,s. Assigning Resources Having entered the resources to the project assign these as appropriate. Make sure the Task ribbon is displayed by clicking on the Task tab. To assign a resource to a task first click on the Task then from the Task group click on the Assign Resources tool Click Assign for each resource allocated to the task selected.

Note: The Assign Resources dialogue box can remain open while you move through the tasks and you can Assign Remove assignments or Replace one assignment with another. You can also make multiple assignments to the same task. Baseline Having entered all the details of your project generally you are ready to commence work. At this point it is worth setting a point of reference, a Baseline. This is a snapshot of what you expect to happen over the life of the project. As with all projects I have attempted things will happen that were not anticipated and often quite out of your control.

Comparing the situation as is with the original plan is essential to keeping the project on course. You can set up to 10 baselines in your project perhaps mirroring the phases of your project. At the end of the project you can use the baselines and the final outcome to review your achievements. A project is an organised collection of tasks to be executed over a predicted period of time and within certain cost, resource and other limitations.

The five essential elements of project management are; Initiate, Plan, Monitor and Control and Close. If these are the bricks of project management then communication is the mortar that binds them. Initiate Close All projects eventually lead to closing, where the project is accepted and brought to an organised end. The two main components of closing are contract closeout, in which any remaining open items are resolved and the contract is settled, and administrative closure, the gathering of documentation to formalize project completion, this phase usually includes some form of critical review.

This is often helpful in guiding future projects. It is pretty clear to all of us by now that we live in a digital era. Even more than some of us we would choose to. Mobile phones, tablets laptops and PCs are working towards minimizing face to face interaction. So what are the real advantages of Digital Project Management? Improved estimation. Having a software do the estimation for you can greatly improve the whole process of estimating the time and resources needed for a particular project. This is often the keystone in project management. It will be there following you though your whole project, and helping you make the right decisions.

Greater control. Having all your documents on one database and hopefully backup frequently can give you greater access and control over all your documents relating the project. This means greater control of the documents whether you are at the office, at home, or have taken a leave of absence because of an emergency.

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This also means time saved in runs between offices. Easier tracking. That means looking up who is working on what is just a few clicks away. You can easily track your resources and intervene before things get out of hand. Measuring results and comparing projects. When all is said and done, you have to see what has been achieved, and just as importantly what has not been achieved. If you manage some independent projects and wish to see which one has been better, or simply look back on finished projects and see if your team is making any progress your software solution will be there to help you find answers.

You can have it good, fast, or cheap. Pick two! Engineers have been saying this to project managers for decades. All projects involve a compromise, usually cost and time are the biggest constraints. Project management software helps the visualisation of these constraints. To finish the project under budget cost , you could get rid of overtime and finish the project later time or cut features scope. To add features to a product scope , you could extend the deadline to make time for the new work time or add people to get it done faster cost.

You could also do both!

In most projects, at least one side of the triangle is fixed in place. Maybe the budget is non-negotiable. Maybe the product absolutely has to go on live by a certain date. Maybe both are true. You are prompted to enter the name of your project on startup. This is automatically saved to your documents file. To change the destination or file type select the File tab and in the File group click Save as. You can save a file as either a ProjectLibre. If you want to change the name or location of your file then On the File tab File group click Save As and in the dialogue box enter the new File name.

Select from the Files of type dropdown the type of file required either a ProjectLibre. To save your project as a. There are two ways of doing this From the View ribbon use the tools in the Task, Resources or Other Views group to select the view required. From the File menu Sometimes called the back stage view select New then select a blank project, a template option or other desired project option. Note: Nearly all projects should be scheduled from a known start time. Even if you know the date that a project must be completed, scheduling from a start date will give you maximum flexibility.

When you create a new project, you first enter the project's start date. When you schedule a project from the start time, all tasks start at the project start date unless you specify otherwise. For both manually and automatically scheduled tasks, with no task dependencies or constraints, the project's duration is the same as the duration of the longest task. In other words, the project finish date is the same as the longest task's finish date.

Task dependencies, such as the finish-to-start dependency between the first and second tasks can change the project's finish date. You are not sure when your project will begin for example, you are receiving work from another source that could be delayed. If you work with your project that is scheduled from a finish date, you need to understand the differences in the way that Project handles some actions: 1.

You should set other constraints only when necessary By right-clicking a task, then click Task Information. If you change your project to schedule from a finish date and it was previously scheduled from a start date, you will remove all levelling delays and levelling splits from tasks and assignments that have been automatically scheduled. Tasks that are manually scheduled are not affected. If you use automatic levelling to reduce resource over allocations in your project, Project will add a levelling delay after a task rather than before a task To check levelling settings, click the Resource tab, and then click Level Resource.

The finish date is the date that a task is scheduled to be completed. This date is based on the task's start date, duration, calendars, predecessor dates, task dependencies, and constraints. Tasks form the basis of the project plan. Before entering the tasks into the project it is a good idea to produce a list of these tasks and ensure this is as detailed as possible.

It makes life easier if the list of tasks are entered in the order they will be performed. Involve all the Stakeholders! It is usual to start entering tasks in Gantt Chart View. To display this click the Task tab to display the Task ribbon then in the Views group click the Gantt tool. Before entering the task decide on the Task Mode to use Manually Scheduled tasks rely on the user to enter the start and finish dates. They are not updated by ProjectLibre and do not link to other dependencies.

Choosing this option can make things very time consuming. The default, Auto Schedule automatically calculates the start and finish dates, along with the duration based on dependencies, constraints, calendar and other factors. On the spreadsheet side of the display enter the name of the task in the Name column add the duration of the task in the Duration column and the start date, if known, in the Start column A task can be modified either by changing the data directly on the Gantt chart, or by using the. A task can be copied moved and deleted from the Gantt chart view.

The column representing the task is 13 Task Information tool. The row selection pointer changes to a move pointer and the task can be dragged to its new location. To Delete the task completely either right click the mouse and select Delete Task, or use the Clear tool in the editing group on the Task ribbon. Click Entire Row. A Task can be made a Summary Task of a set of other successor tasks by selecting the successor tasks and.

Task Duration information is found in the Task Information Dialogue. To display this click the Task tab and in the Task group click the Information tool. In order to split tasks use the Gantt chart to select the task then right click the mouse and select Split. A milestone is an event that marks a critical point in the project. To mark a task as a milestone first display the Gantt chart view by clicking the Task tab then click on the Gantt view tool in the Views group.

Select the task you want in the Name field, and then use the Information tool in the Properties group. Display the Advanced dialogue by clicking the Advanced tab. Tick the Display task as a milestone tick. It is also possible to add a milestone as a task in its own right. Select the Gantt view Type the milestone name in the first empty row or pick a task you want to turn into a milestone.

Type 0 in the Duration field, and then press Enter. Any task that has a 0 duration is by default set as a milestone. Update to version 1. This bug that make scroll horizontal instead vertical is very annoying and you can't use this app that is really nice. Actually could be the real alternative to MS Project but without solving these annoying bugs I don't find as an alternative. Importing a MPP-File at least a file written by MS Project fails without any warning, as the lines are mixed up and thus headlines and tasks do not match. This is totally unusable. ProjectViewer and MS Project even old versions can open that file without failures.

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