Start from here - Project Management

PROJECT MANAGEMENT

I. INITIATING

1. Create new projects using templates via Project Architect
2. Project Import / Export (MPP,MPX,XLS,XER,P3)
3. Project Import / Export XML format
4. Assign project code values

II. PLANNING

1. Open multiple projects at once
2. Create a Work Breakdown Structure (WBS)
3. Administer WBS details (Milestones, Budget, EV techniques)
4. Create activities
5. Import new activities from MS Excel
6. WBS level Summary Activity
7. Create activity steps
8. Create relationships between activities
9. Create cross-project relationships
10. View activity relationships
11. Assign constraints to activities
12. Assign roles to activities
13. Assign resources to activities
14. Perform Critical Path Method (CPM) Scheduling
15. Run Resource Leveling
16. Summarize a project
17. Perform Multi-project Scheduling, Leveling, Applying
18. Actuals, Summarizing
19. Perform Top down estimation
20. Assign activity code values
21. View activity notebook topics
22. Interactive Gantt Chart
23. Configurable Gantt Chart (bar labels and colors)
24. Create Custom Filters
25. View Activity Network\Trace Logic diagrams
26. View Timescale Logic Diagrams

III. EXECUTING

1. Update activity dates
2. Update remaining units or percent complete (%)
3. Update activity steps & step UDFs
4. Update activity notebook topics
5. Update resource assignment details
6. Update resource assignment actual units
7. Update Expenses
9. Update Notebook Topics
10. Progress Spotlight
11. Create Project Risks
12. View Project Risks
13. Project Issues
14. Create/View Project Issues
15. Issues Graphics
16. Email notification about Project Issues

IV.CONTROLLING

1. Review, Approve or Reject Timesheets
2. Perform Period Closeout
3. Baselines
4. Create Unlimited Baselines
5. Partial Baseline Update
6. Select Project Baseline
7. Create Reflection Projects with a Single Click (what-if)
8. Review and Select Changes to Merge into Source Project
9. Run Schedule Analyzer
10. Float Path Analysis
11. Define and Monitor Thresholds
12. Analyze resource usage at the project level
13. Create and save Activity Layouts/Views
14. Project-level Layouts/Views
15. User Layouts/Views
16. Global Layouts/Views

17. Administer Reports and Layouts
18. View Published Reports and Layouts
19. Multiple Subject Area Reporting

GENERAL

1. Administer Activity Code Dictionary
2. Run Global Changes
3. View Microsoft ProjectLink (Toolbar in MSP) projects
4. Project Check In / Check Out
5. Import / Export from Excel
6. Undo

7. Past Period Actuals

Work Products and Documents

Calendar

Steps for creating a project specific calendar

1. Select Enterprise and choose Calendars.

2. Click Project button.

3. Using Add button select one of the global calendars to modify.

4. Select Detailed work hours/day radio button and work week button and do modifying working and non working hours.

5. Click ok to save.

Activities

Steps for adding Activities

1. For currently opened project,choose Project and click Activities.

2. Using Add button add as many activities as you required for the project.

WBS

Steps for creating WBS

1. For a currently opened project Select Project menu.

2. Then click WBS(this will open corresponding WBS window).

3. Using Add button add as many WBSs as you want.

4. Using shift keys you can do levelling the added WBSs.

Project

Steps for creating a Project

1. Select Enterprise menu and click Project.

2. From the project window click Add button that will open Project wizard.

3. Fillup the columns with the required inputs in it.

4. Finally you will find a project added in the project window with given data.

OBS

Organizational Breakdown Structure

The organizational breakdown structure (OBS) is a global hierarchy that represents the managers responsible for the projects in your organization. The OBS usually reflects the management structure of your organization, from top-level personnel down through the various levels constituting your business.

An OBS is not the same as a resource pool. While resources are assigned to activities, OBS elements are associated with EPS nodes and projects. The OBS element corresponding to an EPS node is the project manager responsible for all work included in that branch of the hierarchy.

Steps to Create OBS

1.Go to the menu Enterprise.

2.Select OBS and click.

3.Using Add buttons add as many OBSs as you want.

4.Edit the name of OBSs.

5.Make OBS hierarchy using shift keys.

For further guidence see the video tutorial below.