Essentials of Microsoft® Project®

Unleash the core functionality of Microsoft Project. This course enables participants to tailor the use of Project to the needs of the organization, from simple graphical presentations of the schedule to fuller more robust plans for use in managing longer complex projects.

Participants will learn how to use Project to manage project scope, schedule, spending, and staffing plans in a way that conforms to best practices, while increasing performance and decreasing frustration and time wasted.

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Key Outcomes

Upon completion of this course, participants will be able to:

  • Use the fundamental concepts upon which the user interface is built so that you can effectively use the software to see and enter the information you want
  • Quickly rough out a preliminary schedule in Project
  • Set up the application to provide accurate and reliable schedule, cost and staffing status and forecasts, including a thorough understanding of the many calendar settings in Project
  • Develop a good quality schedule in Microsoft Project so that the plan automatically adjusts to delays
  • Enter resources into Project including material and cost resources
  • Control the formula that serves as the basis for scheduling in Project to get the most value from Project
  • Assign resources to tasks
  • Define how Microsoft Project develops schedules and what inputs are vital in order for it to do so
  • Interpret the schedule and assess its risk
  • Enter a variety of cost types including resource and fixed cost
  • Make use of Project’s reporting capability including the new Timeline View for high-level project reporting
  • Tracking actuals in Project so that project status is known and understood and future schedule and cost status is automatically calculated
  • Determine key settings in Project for managing change to the plan
  • Evaluate the project’s schedule status once the project is underway

Course Outline

Key Concepts in Microsoft Project

  • Microsoft Project 
  • Views
  • The Timeline View
  • Combination Views
  • Tables
  • Field Types

Plan the Project

  • Setting Up the Project
    • Defining a Day, Week and Month
    • Establishing the Project Calendar
  • Defining Project Scope
    • Building a Work Breakdown Structure
    • Establishing Task Hierarchy
  • Building the Team of Resources
    • Identifying Resources for the Project
  • Sequencing the Work
    • The Task Mode Setting
    • Relationship Types
    • Lag and Lead Time
    • Linking Tasks
    • Managing Links Between Manually Scheduled Tasks
    • Converting from a Manually Scheduled to an Auto Scheduled Schedule
    • Working in the Network Diagram View
    • Changing the Layout of the Network Diagram
    • Establishing Task Constraints
    • Setting Deadlines
    • Establishing Milestones
  • Refining the Team of Resources
    • Types of Resources
    • Editing Resource Calendars
    • Entering Material Resources
    • Entering Cost Resources
  • Assigning Resources to Tasks
    • Understanding “Work”
    • Understanding “Duration”
    • “Work” versus “Duration”
    • The Work Formula
    • The Work Formula Precedence
    • Assigning Resources and Work
    • Establishing Task Length When Resources are Not Assigned
    • Assigning Cost Resources
  • Tailoring Schedule Calculations to Fit the Work Environment
    • Different Environments Require Different Scheduling Techniques
    • The Various Types of Units
    • Task Types
    • Revisiting the Work Formula
    • Effort-Driven Tasks
    • Establishing Task Calendars
    • Entering Fixed Costs

Finalize the Plan

  • Understanding the Project Plan
    • Identifying Total and Free Slack
    • Identifying and Assessing the Critical Path
  • Establishing the Baseline       

Communicate the Plan

  • Communicating the Plan to Others
    • Sorting & Grouping
    • Using Filters
    • Creating and Printing Tabular Reports
    • Defining and Printing Views

Execute the Plan

  • Preparing to Track Progress
    • Determining the Level of Detail to Track
    • Task Progressing Methods
    • The Tracking Gantt View
  • Entering Actuals
    • Tracking Progress at the Task Level
    • Tracking Progress by Resource
    • Tracking Progress by Resource & Time Period
  • Evaluating Project Status
    • The Variance Table