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Microsoft Project Cheat Sheet

Microsoft Project Cheat Sheet

Back to Project Management
Updated 2026-05-28
Next Topic: Monday.com Work Management Platform Cheat Sheet

Microsoft Project is the industry-standard desktop scheduling tool for creating and managing project plans using Gantt charts, resource leveling, and earned value analysis. It comes in Desktop (Project Standard/Professional/2024), subscription (Project Plan 1/3/5 via Microsoft 365), and server editions (Project Server Subscription Edition). In 2025–2026 the cloud landscape shifted significantly: Project for the web was folded into Microsoft Planner (August 2025), and Project Online is retiring September 30, 2026 β€” organizations should evaluate Planner Premium or Project Server Subscription Edition as replacements. The core desktop application remains unchanged and is the focus of most entries here.

What This Cheat Sheet Covers

This topic spans 20 focused tables and 159 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.

Table 1: Task Scheduling ModesTable 2: Task Types and Effort-Driven SchedulingTable 3: Task Dependencies (Relationships)Table 4: Task ConstraintsTable 5: Resource TypesTable 6: Resource ManagementTable 7: Baselines and TrackingTable 8: Critical Path and Schedule AnalysisTable 9: ViewsTable 10: CalendarsTable 11: Cost Management and Earned ValueTable 12: Custom Fields and FormulasTable 13: Reports and DashboardsTable 14: Master Projects and SubprojectsTable 15: Filters, Groups, and SortingTable 16: Work Breakdown Structure (WBS)Table 17: Task Properties and OptionsTable 18: Templates and Global SettingsTable 19: Collaboration and PublishingTable 20: Advanced Features and Power-User Tips

Table 1: Task Scheduling Modes

Project offers two scheduling modes for each task β€” Auto Scheduled (engine-driven) and Manually Scheduled (user-driven). Understanding when to use each prevents the most common planning mistakes and unexpected date shifts.

ModeExampleDescription
Auto Schedule
Task bar shifts when predecessor finishes
β€’ Project calculates start/finish from dependencies, constraints, and resources
β€’ default mode for most projects
Manually Schedule
Task stays fixed even if predecessor slips
β€’ Dates are locked exactly as typed; useful for placeholder tasks with unknown durations.
β€’ Duration, Start, Finish can be text (e.g., "TBD")
β€’ No warning when predecessors would logically push it
Change Mode (ribbon)
Task tab β†’ Schedule group β†’ Auto Schedule / Manually Schedule
β€’ Toggle individual tasks
β€’ default for new tasks set in File β†’ Options β†’ Schedule

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View all 51 topics in Project Management