On the Projects tab, click New, and then choose Enterprise Project, or choose an enterprise project template that is specific for your organization. Your organization may have several different templates for creating new projects, so you should choose the template that makes the most sense for the project that you are creating. As you build your task list on this project site, those tasks will be viewable from the Project Center within Project Web App. Use the task list on the project site to list out the tasks for your project. This option creates the project as a project site. This option creates the project so that it is editable in Project Web App. When you create a new project in Project Web App, you have the following options:Įnterprise Project. To turn it on, go to the Gantt Chart, click Format, and then check Project Summary Task. Project hides the project summary task by default. The project summary task contains all other tasks, and it appears at the top of your task list. Top of Page Show the project summary task Make an outline of your project with summary tasks and subtasks. Link them together to create dependencies between them.Īdd milestones to mark important events in the schedule. Once you add them, you can start to work with your tasks:
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After you schedule these tasks, your team members can see the schedule and update their work in SharePoint, and you’ll see the changes in Project. Sync with SharePoint You can work with Project in SharePoint. Import data from Excel If your Excel task list had durations, cost estimates, deadlines, or other data about the project, you can bring that over, too. Before you can schedule and manage those tasks, you need to get them into your project file.Īdd tasks manually That is, type them into Project.Ĭut and paste Project remembers the outline structure you created for your tasks in Word, Outlook, or PowerPoint, and it makes them summary tasks and subtasks when you paste them into Project (only in Project 2013 and later versions). Most projects start their lives as a list of tasks in Excel, Word, or even on a piece of paper. Note: To get back to your project view, click the back button. On the Summary tab, type the name in the Title box.Īdd any other info you want to be part of the project file. On the right, click Project Information and then click Advanced Properties. You can change the name and other file properties at any time.
Save your project to give it a name or title. Top of Page Set the name or title and other file properties Set up a different calendar for a specific task. Set vacation days for people working on the project. Use a calendar to change the working days and hours.Īdd holidays or any nonworking time to the schedule. Once you get the big picture in place, Project can help you sort out the details of the schedule: Change the setting above to schedule from the start date once work begins, so you can see when changes put the deadline in danger. Project management tip Schedule from the finish date to figure out how late you can start a project and still meet your deadline. Go to the Schedule from box, and pick Project Start Date or Project Finish Date.Īdd the date to the Start date or Finish date box. Set the name or title and other file properties Note: For a quick introduction to more basic tasks in Project, see Project Quick Start.