Show Menu
Cheatography
  1. Home >
  2. Cheat Sheets >

Microsoft Project 2016 Cheat Sheet (DRAFT) by

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Project Setup and Inform­ation

New Project
To create a new project, click the [File] tab, then click [Open], then choose either a blank project or a premade template.
Excel Import
To create a new project from Excel data, click the [File] tab, then click [New], then click the "New from Excel Workbo­ok" icon
Project Inform­ation
View project inform­ation such as start date, end date, and project statistics by clicking the [Project] tab and clicking "­Project Inform­ati­on".
Set Baseline
To set your project baseline, click the [Project] tab, then click "Set Baseli­ne". You must be in Gantt Chart View.

WBS Tasks

Create a Task
To create a new task, simply enter inform­ation into a blank cell in the main WBS window, or by go to the [Task] tab and click the "­Tas­k" button.
Recurring Tasks
To create a recurring task, such as a weekly meeting, click the [Task] tab, then click the drop down arrow on the "­Tas­k" button, then choose "­Rec­urring Task".
Milestones
To set a milestone, Go to the [Task] tab, and click the "­Mil­est­one­s" button. To link the milestone to a task, highlight both the milestone and the task and click
Summary Tasks
To set a new summary task, Go to the [Task] tab and click "­Sum­mar­y". If you want to group existing tasks together under a new summary task, highlight the subtasks and click "­Summary Task".
Link Tasks
Link tasks to show a predec­ess­or/­suc­cessor relati­onship between them. Go to the [Tasks] tab, then click
Critical Path
You can view the Critical Path while in Gantt Chart View. To open Gantt Chart view, go to the [View] tab and click "­Gantt Chart". To view the Critical Path, go to the [Format] tab, then check the "­Cri­tical Tasks" box.

Calendar and Schedule

View Calendar
To view the calendar of events, click the [View] tab and click "­Cal­end­ar".
Edit Calendar
To access the Calendar for a project, click the [Project] tab, then click the "­Change Working Time" button.
Workday Exceptions
To set individual workday except­ions, such as for a holiday, click the [Project] tab, then click "­Change Working Time", and choose the "­Exc­ept­ion­s" tab on the table in the lower left.
Change Work Hours
To change work hours for a calendar, click the [Project] tab, then click "­Change Working Time", click the "Work Weeks" tab in the table below, then click the "­Det­ail­s" button to the right of the table.
 

Resources

Resource Sheet
To view or edit your resources, click the [View] tab, then click the "­Res­ource Sheet" button. You can also click the "­Res­ource Sheet" icon at the bottom right of the window.
Create Resource
To create a new resource, click the [View] tab and click "­Res­ource Sheet". Then, click the [Resource] tab, and click "Add Resour­ces­".
Assign Resource
To assign a resource to a task, click the [Resource] tab and click "­Assign Resour­ces­".
Resource Usage
To review your resource usage, click the [View] tab, then click "­Res­ource Usage".
Task Resource Usage
To view your resource usage by task, click the [View] tab, then click "Task Usage". Also, you can click the "Task Usage" button at the bottom right of the window.

Views

The following views are accessible as buttons in the lower left of the Project interface window:
Gantt View
The default view, featuring a Gantt Chart of the project in the main right panel.
Task Usage
Features a calendar which shows resource usage on the right panel.
Team Planner
The main panel features a chart where each row is a resource, while on the right is a calendar showing the tasks assigned to those resources.
Resource Sheet
An editable list of resources and their inform­ation.
Other Views:
Network Diagram
To view the network diagram, click the [View] tab and click "­Network Diagra­m".
Split View
The split view allows you to open a details panel below the main panel to display various views such as task usage, resource usage, a network diagram, etc., while still viewing the main panel. To access split view, click the [View] tab, and check "­Det­ail­s". To choose which view, use the drop box directly to the right.

Reports

The following reports are available from the Report Tab:
Work Overview
View the man-hours resources allocated by clicking the down arrow on the "­Das­hbo­ard­s" button, and selecting "Work Overvi­ew".
Resource Overview
To view an overview of resources, click the down arrow on the "­Res­our­ces­" button, and select "­Res­ource Overvi­ew".
Task Cost Overview
To view an overview of tasks cost, click the down arrow on the "­Cos­ts" button, and select "Task Cost Overvi­ew".
Earned Value Report
To access an Earned Value Report, click the down arrow on the "­Cos­ts" button and select "­Earned Value Report­".
Excel Reports
Project can export data to generate reports to be viewed in Excel. To generate Excel reports, click the "­Visual Report­s" button, then choose which report to generate.