Inhoudsopgave
Module 1 MS Project Hoofdstuk 1 Inleiding .............................................................................................................. 1-2 Twee doelen .............................................................................................................................. 1-2 MS Project gebruiken ................................................................................................................ 1-3 Hoofdstuk 2 Nieuw in Project 2010........................................................................................ 1-4 Nieuwe functies en mogelijkheden ............................................................................................ 1-4 De nieuwe interface ................................................................................................................ 1-4 Nieuwe weergaveopties.......................................................................................................... 1-5 Eenvoudige weergaveaanpassing .......................................................................................... 1-6 Door de gebruiker beheerde planning .................................................................................... 1-7 Gemakkelijker samenwerken.................................................................................................. 1-8 Compatibiliteit met eerdere versies......................................................................................... 1-8 Het Lint en Backstage ............................................................................................................... 1-9 Backstage ............................................................................................................................... 1-9 Lint ........................................................................................................................................ 1-10 Contextuele tabs ................................................................................................................... 1-12 Toetsencombinaties.............................................................................................................. 1-12 Een meer-menu .................................................................................................................... 1-13 Dialoogvensters openen ....................................................................................................... 1-14 Knopafbeeldingen in het lint.................................................................................................. 1-15 Scherminfo............................................................................................................................ 1-15 Lint minimaliseren ................................................................................................................. 1-16 Het Lint aanpassen ............................................................................................................... 1-17 Lint aanpassen ................................................................................................................... 1-17 Tab toevoegen aan het lint................................................................................................. 1-17 Groep toevoegen aan het lint ............................................................................................. 1-19 Opdracht toevoegen aan het lint ........................................................................................ 1-21 Item verwijderen van het lint............................................................................................... 1-24 Werkbalk Snelle toegang ........................................................................................................ 1-26 Werkbalk Snelle toegang (WST)........................................................................................... 1-26 WST aanpassen ................................................................................................................... 1-27 Knop toevoegen aan WST.................................................................................................... 1-27 Knop verwijderen van WST .................................................................................................. 1-30 WST verplaatsen .................................................................................................................. 1-31 WST herstellen ..................................................................................................................... 1-32 Procedures .............................................................................................................................. 1-34 Hoofdstuk 3 Aan de slag met Project 2010 ......................................................................... 1-38 De toepassing gebruiken......................................................................................................... 1-38 Bewegen door vensters ........................................................................................................ 1-38 Handmatig vs Automatisch plannen ..................................................................................... 1-40 Taal- en valuta-instelling ....................................................................................................... 1-43 Projectvensteronderdelen ..................................................................................................... 1-44 Infovelden ............................................................................................................................. 1-45 Ongedaan maken ................................................................................................................. 1-45 Snelmenu.............................................................................................................................. 1-46 Openen, sluiten en opslaan..................................................................................................... 1-48
V
LearningGuide Solutions B.V.
Inhoudsopgave
Programma openen en sluiten.............................................................................................. 1-48 Openen project ..................................................................................................................... 1-48 Openen recent project .......................................................................................................... 1-49 Opslaan project..................................................................................................................... 1-51 Sluiten project ....................................................................................................................... 1-52 Opslaan en Verzenden............................................................................................................ 1-52 Als bijlage verzenden............................................................................................................ 1-52 Synchroniseren met takenlijst ............................................................................................... 1-53 Opslaan in SharePoint .......................................................................................................... 1-54 Project opslaan als bestand.................................................................................................. 1-56 Opslaan als PDF of XPS....................................................................................................... 1-57 Hulp vragen ............................................................................................................................. 1-59 Help voor Project .................................................................................................................. 1-59 Helpknop in dialoogvenster................................................................................................... 1-61 Weergaven .............................................................................................................................. 1-62 Project weergaven ................................................................................................................ 1-62 Weergave kiezen .................................................................................................................. 1-67 Gecombineerde weergaven.................................................................................................. 1-69 Teamplanner......................................................................................................................... 1-71 Tijdlijn.................................................................................................................................... 1-73 Filteren .................................................................................................................................... 1-76 Filteren en groeperen............................................................................................................ 1-76 Standaardfilters..................................................................................................................... 1-76 Eigen filter ............................................................................................................................. 1-78 Automatische filters............................................................................................................... 1-79 Groeperen............................................................................................................................. 1-79 Beheer .................................................................................................................................. 1-80 Afdrukken ................................................................................................................................ 1-83 Afdrukken.............................................................................................................................. 1-83 Pagina-instellingen................................................................................................................ 1-85 Exporteren ............................................................................................................................... 1-90 Exporteren projectgegevens ................................................................................................. 1-90 Procedures .............................................................................................................................. 1-92 Hoofdstuk 4 Plannen in 8 stappen....................................................................................... 1-98 Introductie in plannen .............................................................................................................. 1-98 Stappenplan Schema .............................................................................................................. 1-99 Stappenplan ............................................................................................................................ 1-99 Hoofdstuk 5 Voorkeursinstellingen bepalen .................................................................... 1-102 Stap 1 .................................................................................................................................... 1-102 Voorkeursinstellingen bepalen .............................................................................................. 1-102 Beheer ................................................................................................................................... 1-102 Weergave .............................................................................................................................. 1-105 Kalender ................................................................................................................................ 1-108 Planning ................................................................................................................................ 1-109 Berekeningen ........................................................................................................................ 1-112 Procedures ............................................................................................................................ 1-114 Opgaven ................................................................................................................................ 1-116 Opgave Voorkeursinstellingen bepalen .............................................................................. 1-116
VI
Inhoudsopgave
LearningGuide Solutions B.V.
Hoofdstuk 6 Bedrijfskalender instellen ............................................................................. 1-118 Stap 2 .................................................................................................................................... 1-118 Kalendersoorten .................................................................................................................... 1-118 Standaard werkweektijd en uitzonderingen........................................................................... 1-119 Projectkalender aanmaken.................................................................................................... 1-122 Projectkalender toepassen .................................................................................................... 1-126 Projectkalender zichtbaar maken .......................................................................................... 1-127 Procedures ............................................................................................................................ 1-129 Opgaven ................................................................................................................................ 1-131 Opgave Bedrijfskalender instellen ...................................................................................... 1-131 Hoofdstuk 7 Startgegevens invoeren ................................................................................ 1-132 Stap 3 .................................................................................................................................... 1-132 Startgegevens invoeren ........................................................................................................ 1-132 Nieuw project......................................................................................................................... 1-132 Bestandseigenschappen vastleggen..................................................................................... 1-134 Projectgegevens vastleggen ................................................................................................. 1-136 Startsjabloon maken.............................................................................................................. 1-138 Procedures ............................................................................................................................ 1-143 Opgaven ................................................................................................................................ 1-144 Opgave Startgegevens invoeren ........................................................................................ 1-144 Opgave Startsjabloon maken.............................................................................................. 1-144 Hoofdstuk 8 Work Breakdown Structure (WBS) bepalen ................................................ 1-146 Stap 4 .................................................................................................................................... 1-146 Work Breakdown Structure ................................................................................................... 1-146 Taken invoeren...................................................................................................................... 1-147 Subtaken maken ................................................................................................................... 1-148 Invoegen en verwijderen taken ............................................................................................. 1-149 Weergave hoofd- en subtaken .............................................................................................. 1-150 Terugkerende taken .............................................................................................................. 1-152 Taakinformatie....................................................................................................................... 1-154 Splitsen van taken ................................................................................................................. 1-155 Wijzigen taken ....................................................................................................................... 1-156 Tijdsduur invoeren ................................................................................................................. 1-157 Inspanning invoeren .............................................................................................................. 1-159 Taakfactoren ......................................................................................................................... 1-159 Inactief maken van taken ...................................................................................................... 1-161 Procedures ............................................................................................................................ 1-166 Opgaven ................................................................................................................................ 1-168 Opgave Work Breakdown Structure bepalen...................................................................... 1-168 Hoofdstuk 9 Afhankelijkheidsstructuur maken ................................................................ 1-170 Stap 5 .................................................................................................................................... 1-170 Wat is een dynamische planning?......................................................................................... 1-170 Soorten afhankelijkheden ...................................................................................................... 1-171 Afhankelijkheden aanbrengen ............................................................................................... 1-172 Verwijderen afhankelijkheden ............................................................................................... 1-175 Vertragingstijd en overlappingstijd ........................................................................................ 1-175 Kritieke pad ........................................................................................................................... 1-177 Speling .................................................................................................................................. 1-178
VII
LearningGuide Solutions B.V.
Inhoudsopgave
Strings methode toepassen................................................................................................... 1-180 Open eind filters toepassen................................................................................................... 1-180 Procedures ............................................................................................................................ 1-183 Opgaven ................................................................................................................................ 1-184 Opgave Afhankelijkheidstructuur maken ............................................................................ 1-184 Opgave Kritieke pad en speling .......................................................................................... 1-185 Hoofdstuk 10 Resources plannen ..................................................................................... 1-186 Stap 6 .................................................................................................................................... 1-186 Resources plannen ............................................................................................................... 1-186 Resources definiëren ............................................................................................................ 1-186 Resourcekalender instellen ................................................................................................... 1-188 Resources toewijzen ............................................................................................................. 1-191 Wijzigen resource toewijzing ................................................................................................. 1-196 Taak: vaste doorlooptijd ........................................................................................................ 1-197 Taak: vaste resource-eenheden............................................................................................ 1-198 Taak: vaste hoeveelheid werk ............................................................................................... 1-198 Formule voor hoeveelheid werk ............................................................................................ 1-198 Taaktype bepalen .................................................................................................................. 1-200 Taaktype instellen ................................................................................................................. 1-201 Werkbelasting resources analyseren .................................................................................... 1-203 Automatisch oplossen overbezetting..................................................................................... 1-207 Handmatig oplossen overbezetting ....................................................................................... 1-208 Vertragingen inbouwen ......................................................................................................... 1-211 Resources delen ................................................................................................................... 1-213 Procedures ............................................................................................................................ 1-215 Opgaven ................................................................................................................................ 1-218 Opgave Resources definiëren ............................................................................................ 1-218 Opgave Resources toewijzen ............................................................................................. 1-218 Opgave Overbezetting signaleren ...................................................................................... 1-219 Opgave Overbezetting oplossen......................................................................................... 1-219 Hoofdstuk 11 Afspraken vastleggen ................................................................................. 1-222 Stap 7 .................................................................................................................................... 1-222 Afspraken vastleggen ............................................................................................................ 1-222 Beperkingen aanbrengen ...................................................................................................... 1-223 Mijlpalen vastleggen .............................................................................................................. 1-228 Deadlines instellen ................................................................................................................ 1-229 Kritieke pad verkorten ........................................................................................................... 1-230 Procedures ............................................................................................................................ 1-232 Opgaven ................................................................................................................................ 1-233 Opgave Afspraken vastleggen............................................................................................ 1-233 Hoofdstuk 12 Voortgangscontrole..................................................................................... 1-234 Stap 8 .................................................................................................................................... 1-234 Voortgangscontrole ............................................................................................................... 1-234 Originele planning opslaan .................................................................................................... 1-235 Weergave kiezen voor voortgang.......................................................................................... 1-236 Planning bijwerken ................................................................................................................ 1-238 Uitzonderingen invoeren ....................................................................................................... 1-243 Resterende inspanning herplannen ...................................................................................... 1-247
VIII
Inhoudsopgave
LearningGuide Solutions B.V.
Werkbelasting resources controleren .................................................................................... 1-249 Planning analyseren .............................................................................................................. 1-249 Voortgangslijn........................................................................................................................ 1-251 Rapporteren .......................................................................................................................... 1-254 Maken standaardrapport ....................................................................................................... 1-258 Maken eigen rapport ............................................................................................................. 1-260 Maken visueel rapport ........................................................................................................... 1-262 Procedures ............................................................................................................................ 1-264 Opgaven ................................................................................................................................ 1-267 Opgave Voortgangscontrole ............................................................................................... 1-267 Opgave Rapportage............................................................................................................ 1-268 Hoofdstuk 13 Antwoorden.................................................................................................. 1-270 Voorkeursinstellingen ............................................................................................................ 1-270 Bedrijfskalender instellen ...................................................................................................... 1-270 Startgegevens invoeren ........................................................................................................ 1-271 Work Breakdown Structure (WBS) bepalen .......................................................................... 1-271 Afhankelijkheidsstructuur maken........................................................................................... 1-272 Resources plannen ............................................................................................................... 1-273 Voortgangscontrole ............................................................................................................... 1-275 Algemene index..............................................................................................................................I
IX