Use the Project Guide to start a new project

Microsoft Office Project provides a Project Guide with easy-to-follow instructions to help you set up a new project.

 Tip   You can also use the Project Guide to enter tasks (task: An activity that has a beginning and an end. Project plans are made up of tasks.), assign resources (resources: The people, equipment, and material that are used to complete tasks in a project.), track (tracking: Viewing and updating of the actual progress of tasks so that you can see progress across time, evaluate slippage of tasks, compare scheduled or baseline data to actual data, and check the completion percentage of tasks and your project.) progress, and report on the status of your project.

Turn on the Project Guide

  1. On the Tools menu, click Options, and then click the Interface tab.
  2. In the Project Guide settings section, select the Display Project Guide check box.

If your organization has developed a custom Project Guide with instructions and wizards (wizard: A feature that asks questions and then performs a set of actions according to your answers.) that are rearranged or tailored to its specific business needs, you can switch to your company's customized layout or content.

 Tip   You can change the Project Guide in the enterprise global template (enterprise global template: A collection of default settings, such as views, tables, and fields, that are used by all projects across the organization. These settings exist within a special project in Project Server.) to deploy a custom Project Guide across your organization. Find links to more information about changing the enterprise global template in the See also section.

  1. On the Tools menu, click Options, and then click the Interface tab.
  2. In the Project Guide settings section, under Project Guide Functionality and Layout Page, click Use a custom page, and then type the page location in the URL box. You can also click Browse to find the page in the Open dialog box.
  3. Under Project Guide Content, click Use custom content, and then type an XML file name in the XML file for custom content box. You can also click Browse to navigate to the file.

Set up a new project using the Project Guide

  1. After creating a new project, on the Project Guide toolbar, click Tasks, and then click Define the Project.
  2. Follow the steps on the Project Guide to enter project information, including the project start date and collaboration options.
  3. On the Project Guide toolbar, click Tasks, and then click Define general working times.
  4. Follow the steps on the Project Guide to enter the working times for your project.

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