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Demo: Define phases and tasks
 
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As a project manager, you have to track a lot of tasks and subtasks in order to meet your objectives. By creating a Work Breakdown Structure (WBS) and then adapting that document from project to project you can save hours of valuable time. Then you can take that information and import it into Microsoft Office Project Professional 2003 and Microsoft Office Visio® Professional 2003, ensuring that the project runs smoothly and stays on target. Now your project is easy to view and easy to track for everyone involved.

Note  For screen reader text detailing the on-screen actions and a screen reader version of the audio script, click Demo text version.

ShowDemo text version

Screen action Audio script

The demo opens with a title card that displays the text Define phases & tasks.

I have to track a lot of tasks and subtasks in every project I manage.

The next image is a construction plan in Microsoft Office Project.

If I'm going to meet the objectives I define, I need to make sure that each task is easy to single out.

The pointer clicks Insert on the menu bar and then clicks Column. The Column Definition dialog box opens, containing the boxes Field name, Title, and Width. The pointer clicks the drop-down arrow in the Field name box, and a drop-down list box opens. The pointer drags the scroll box to the bottom of the scroll bar, showing the list of options. The pointer selects the option WBS. The pointer clicks OK, and the dialog box closes.

I get a head start by assigning Work Breakdown Structure codes for each task in my project, based on the outline structure of my task list. This gives me the detail I need to set milestones and report status.

The next image is a Gantt chart in Project, displaying the schedule of a project. While the pointer clicks the right scroll arrow on the horizontal scroll bar, the Gantt chart scrolls to the left, showing Gantt lines of varying lengths.

I present the project status to stakeholders on a regular basis, but not everyone is used to looking at Gantt charts.

The next image is the Import Timeline Wizard in Visio. In the Select a Microsoft Project file to import box, a Project file is selected, and the pointer clicks Next. The next page of the wizard appears. In the Select task types to include list box, the option All is already selected, and the pointer clicks Next.

So I import my project information into Visio and highlight only the information they need to see.

The next image is a Visio timeline that details project information. While the pointer clicks the right scroll arrow on the horizontal scroll bar, the timeline scrolls to the left, displaying the rest of the timeline. The next image is a Microsoft Office PowerPoint® 2003 screen with the Insert Object dialog box opened. The pointer clicks the Create from file option button and then clicks Browse.

It's easy with the Import Project Data Wizard. When I'm done, I can even import it from Visio into PowerPoint — just in time for the next project status meeting.

The Browse dialog box opens. The pointer selects a Visio timeline file and then clicks OK. The path of the Visio file is now in the Create from file box. The pointer clicks OK, and the timeline is presented as a PowerPoint slide.

I've just organized a huge amount of data into an easy-to-view format. And I've created charts and presentations that keep the other project stakeholders in the loop at a glance.

The PowerPoint slide disappears. The text Microsoft Office appears with the Microsoft Office logo, and under them the URL http://www.office.microsoft.com.

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