ProjectLibre Tutorial Part 1: Creating Your First Project

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project_libreProjectLibre is considered one of the best open source project management tools. It was created by the founders of OpenProj and continually gains popularity. In the following article, we will show you how to create your first project in ProjectLibre. This tutorial will give you a sense of ProjectLibre’s basic functions. Our objective is to explain how you can use this program with ease; it is not an explanation of project management methodology for projects.

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ProjectLibre could be the first project management tool that you use, and therefore, it’s worth mentioning that nearly all data is entered in tables as rows, like Excel. And after all of it’s entered, diagrams, Gantt Charts and a WBS (Work Breakdown Structure) generate automatically. No need to draw the diagrams yourself, all you have to do is clearly define your project, and enter your project-data correctly.

Downloading, Installing and Running ProjectLibre

If you have a Windows Operating System, you can download ProjectLibre at SourceForce. This website also has the latest version for Mac or Linux.

Once you have downloaded and installed ProjectLibre, you should see a window like this one below.

projectlibre_tutorial_01

Ready to Create Your First Project?

After clicking on ‘Create Project’ you must enter some basic project details as seen in the screen below.

projectlibre_tutorial_02You will need to enter the following information about your project:
Project Name: High-end Lawn Furniture
Manager: Patty-O Furniture
Start Date: September 14th, 2016
Notes: I can do this with not problems using ProjectLibre!

Forward Scheduled:
If ‘Forward Scheduled‘ is checked, then the project’s end date changes according to the task finish dates you enter. If ‘Forward Scheduled’ is unchecked, then you indicate the project’s finish date/deadline. This means that the project has a mandatory, non-negotiable, end date. And for good reason, you may be managing a project involving a scheduled event at a hotel.

Adding Your First Task

projectlibre_tutorial_03

After you enter your project details you are ready to create your first task. As seen in the table above, type in the appropriate field, the task’s ‘Name‘, ‘Duration‘ and ‘Start‘ – the finish date is then calculated automatically. Take a moment to change the ‘Duration’ from 1 day to 20 days and notice how the chart on the right changes.

On the right of this window, is where you will see the project’s Gantt diagram -we will come back to this.

Referring to the image below, you may want to see how many hours it takes to complete a task. You can do this by right clicking on the column ‘Duration‘, click ‘Insert Column‘ and then choose ‘Work‘.

projectlibre_tutorial_insert_column_work

Now, you can see your task’s total hours. After showing the total project’s work hours, double-click on the tasks record for different viewing options. For example, double click on ‘Meeting with Client‘ text. As seen below, you can see some of the task’s options:

projectlibre_tutorial_double_click_task

Duration‘ and ‘Work‘ represent the task’s duration. ‘Start‘ represents the task’s start and ‘Finish‘ is calculated automatically. You can click on ‘Estimated‘ if you are not sure about the task’s duration. You will see a question mark near ‘Duration’. We will discuss other tabs (Predecessors, Successors, Resources and Advanced) in another tutorial.

Connecting the Tasks

One of the most fundamental actions that you will do when planning a project is connecting tasks to one another as the start of some tasks are dependent on others completion. To do this, add tasks as shown in the image below (left) and then drag and drop the first task to the third task as shown on the right of the image. Your tasks are now dependent on one other. Red tasks mean task dependency. Blue tasks means no task dependency. As you can see in this image below, this is a great way to visualize your project’s critical path.

projectlibre_tutorial_connect_tasks

That completes ProjectLibre Tutorial Part 1. Don’t forget to save your project regularly! In the next tutorial we are going to see how we can add resources and create sub-tasks. Bye for now!

project_libre_part2_2do_assing_resources2

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Recommended Project Management Software

If you’re interested in learning more about top rated project management software, the editors at Project-Management.com actively recommend

1 Wrike

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Wrike is the most powerful work management platform on the market, enabling teams to plan projects and collaborate in real time. Our award-winning software is trusted by 20,000+ companies across the globe, including Sony, Estée Lauder, and Siemens.

Wrike’s customizable features include Gantt charts, request forms, dashboards, cross-tagging, time tracking, and proofing. Integrate with 400+ apps from the likes of Microsoft, Google, and Salesforce. Automate repetitive tasks and achieve 50% faster planning. Work from anywhere with 100% access to your files via our mobile and desktop apps.

Whether you’re a small startup or an established brand, Wrike has the solution for you. Paid plans start at $9.80/user/month. Join our community of 2.3 million — start your free two-week trial today.

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2 Smartsheet

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Smartsheet is a leading work execution platform that has real-time work management features, collaboration and automation tools. Users are presented with a familiar and easy-to-use spreadsheet-like interface. However, it has enterprise-grade capabilities that even Fortune 500 companies like Cisco, Bayer, HP, and PayPal are confident to adopt in their business. Strong project management features enable teams to utilize different views of real-time data, and switch easily from Gantt, card, grid and calendar views. Smartsheet has automatic update requests, and can be used for waterfall and agile projects, product launch, sprint planning, and more. The resource management feature provides users the visibility who is busy, and who is not, in real-time. They can also attach files, share sheets, get notified, view the activity log, export, email, and print.

Learn more about Smartsheet

3 monday.com

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monday.com Work OS is an award-winning no-code work management platform that helps teams manage projects and workflows more efficiently.

Used by 152,000+ customers worldwide, this fully customizable software lets you plan, manage, and track every project in one place. monday.com offers time-saving and easy-to-use features such as automations, time tracking, document sharing, and real-time collaboration. Multiple board views such as Gantt and Kanban help you structure and navigate tasks and projects the way you prefer, and dashboards give a high-level overview of your progress.

In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools from within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

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