Video summary
Learn Microsoft Project - Full Course Beginner to Master in 20 Minutes
Main summary
Key takeaways
Overview
This tutorial provides a fast “beginner to master” walkthrough of building a complete project plan in Microsoft Project, using an example mobile app project (“Pet Buddy” that matches pet sitters and pet owners).
Setup: Project scheduling + Gantt readability
- Create a new blank project.
- Change scheduling from Manual (manual scheduled mode) to Automatic scheduled.
- Customize the Gantt chart for readability:
- Enable gridlines / clearer Gantt rows.
- Enter deliverables/features into the Task Name column (example features include):
- User profiles
- User search & matchmaking algorithm
Build a Work Breakdown Structure (WBS)
- Use Insert Task to add task rows under each high-level feature.
- Indent tasks to create a hierarchical WBS, for example:
- User Profiles → multiple sub-tasks
- User Search & Matchmaking Algorithm → multiple sub-tasks
- Add an overall parent task at the top (e.g., “Pet Buddy project”) and indent the feature items under it.
- Format feature rows by applying colors so features stand out visually.
Durations + bulk editing
- Estimate Duration for tasks (example values: 3–4 days).
- Understand why a parent task may show a question mark when subtasks aren’t fully estimated.
- Bulk set durations:
- Select multiple tasks under a feature
- Use Task Information / edit duration to apply values across tasks
Tip: Parent task indicators (like a question mark) often reflect missing or incomplete subtask scheduling details.
Dependencies, sequencing, and milestone releases
- Note that parallel scheduling can make total duration seem unrealistically short.
- Convert parallel tasks to sequential by linking them:
- Task → Link the selected tasks
- This produces a start-to-finish style sequence pattern.
- Add a milestone/release task:
- Create a task (e.g., Release for User Profiles)
- Set Duration = 0 (it displays as a milestone (diamond))
- Use Predecessors to control when milestones/tasks occur:
- Select dependency type (default noted as Finish-to-Start, but it can change)
- Example: setting a predecessor using a task number (e.g., “profile photos” as item #7)
- Adjust timing using:
- Leads and Lags
- Lag = delay (e.g., “3 days”)
- Lead = advance (use a negative value, e.g., -3 days)
- Leads and Lags
The tutorial also demonstrates changing predecessor logic (e.g., Finish-to-Finish) and how it affects schedule outcomes.
Critical path + slack/float (wiggle room)
- Use Gantt Chart Format → Critical Tasks to highlight the critical path.
- Use Slack view to display float/slack:
- On the critical path: typically no slack
- After adjusting predecessors: some tasks gain slack and move off the critical path
- Shows how changing dependencies updates which tasks are critical.
Alternative schedule view: Network Diagram
- Switch from Gantt to a Network Diagram view:
- Displays task order and dependencies as a graph
- Red elements indicate tasks on the critical path
- Updates dynamically as the schedule changes.
Additional structure columns (WBS IDs)
- Add a WBS column:
- Right-click → Insert Column
- Label it WBS
- This provides hierarchical numbering/IDs for WBS items.
Resources and cost estimation
1. Project calendar
- Set working time using Project → Change Working Time.
- Add exceptions/public holidays (these appear grayed out and affect scheduling/cost impacts).
- Configure default working weeks and hours (example: Mon–Fri, 8am–5pm, with a break).
2. Resource sheet
Create resources as a mix of:
- Work types (e.g., project manager, developer, business analyst, quality analyst, SME)
- Assign rate per hour
- Materials/general costs (e.g., computer/desk setup per person)
- Assign standard upfront cost (example: desk+computer cost $14,000 per person)
- Clarifies that:
- Some costs are upfront (not prorated)
- Work costs accrue over time
3. Assign resources to tasks
- Demonstrate assigning resources via the task’s Resources tab.
- Example allocation:
- 100% = one person
- 400% = four developers
- 200% = two quality analysts, etc.
- The tutorial simplifies by assigning resources at the overall project level (not per task), including counts like:
- project manager, developers, business analysts, quality analysts, SME
- plus associated computer/desk counts for those roles
4. Cost column + totals
- Add a Cost column.
- Show aggregated project cost (example figure: 639,200).
5. Baseline
- Use Project → Set Baseline (baseline #1).
- Later changes can be compared against the planned baseline for variance tracking.
Main speakers / sources
- Single presenter/host (unnamed; speaks directly throughout the tutorial).
- Microsoft Project (product) is the primary source/topic (no external reviewers mentioned).