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Microsoft Project Essentials
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Course Duration
Course Overview
This two day course is designed for individuals who will use Microsoft Project as a tool to assist them in managing projects. The topics in this course cover the critical skills necessary to create and modify a project plan file that contains tasks, resources, and resource assignments.
Course Objectives
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- Set up a new project using Microsoft Project
- Enter tasks including the different durations involved
- Build a schedule containing tasks and linked tasks
- Add constraints and deadlines to a project
- Manage lag and lead times
- Add and assign resources and deal with resource over-allocation
- Set up and assign calendars to resources and tasks
- Use scheduling to control and manipulate multiple task types
- Use resource / cost / time management, including manual contouring
- Handle master projects, insert sub projects, linked or detached
- Use Project Tracking methods
- Customise The Project Environment. Customise project views, sheets, tables, forms and fields
- Print standard reports and customise reports
- Export reports to Excel and Visio
Course Content
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Overview of Microsoft Project
Exploring views in Microsoft Project
Tables, forms and charts
Menus and toolbars
Gantt chart and task entry views -
Creating a New Plan
How to start a project from scratch
Setting a project finish date or a start date, which is best?
Setting the default working times for the project
Entering properties for the project -
Adding Tasks to your plan
Entering tasks into your project
Using the change highlighting feature
Adding task notes
Editing, deleting and rearranging tasks
Using outlining to create summary tasks
When to use estimated durations for tasks -
Linking Tasks
Linking tasks using various different methods
Understanding different link types and which one to use
How to alter links between tasks
Recurring tasks
Splitting tasks -
Sorting and filtering
Sorting and filtering tasks into a specified order
Using highlights to find specific tasks easily -
Using Constraints Efficiently
Lag and lead to control tasks
Adding deadlines and constraints
Understanding constraint types such as flexible (soft) and Inflexible (Hard) types
Problems with placing constraints on tasks
How to view tasks with constraints and what the symbols mean -
Project Resources
Adding resources to your project
Using the correct resource type
Assigning resources to tasks
Assigning resources to work part time on tasks
Dealing with a resource over-allocation
Viewing Resource usage -
Calendars and Time
Setting up the standard calendar
Changing the default working time and adding holidays
Using calendars to control different working patterns
Controlling tasks by assigning a task calendar
Sharing your calendars with other projects -
Costs
Entering costs for resources
Entering costs for tasks independent of resources
Costs and summary tasks -
Custom Tables
Understanding custom fields
Naming a custom field
Creating a formula to calculate field values
Calculating formula values for summary tasks
Displaying field values graphically
Formatting task bars based on custom field values -
Formatting Gantt Charts
Adding notes and lines to the gantt chart
Alter how the working and non-working time is displayed
Display a project summary bar -
Tracking your Project
Setting the baseline
When or if you should clear the baseline
The concepts involved when tracking a project
Updating the tasks that went to plan
Rescheduling tasks that are running late
Entering actual task information
Current date feature
Viewing statistics for your project
Comparing you project against what was planned
Viewing how much tasks have slipped
Tips on tracking a project -
Planning Techniques
Network Diagrams
New shapes and outline symbols
Viewing and understanding the critical path
How to view slack time (float)
Should tasks be dependent on resources or should they have the duration fixed? -
Printing Charts and the Calendar
Create headers and footers using the project properties
Add project-level fields to headers, footers or legends
The options for printing legends
Print setting for the different views -
Reports
How to use the standard reports
How to print a report of the costs over time
Exporting your reports to Excel or Visio -
Master or Consolidated Projects
Master projects (Consolidating)
Creating master projects
Master / sub project properties
Mixing master / sub project tasks
Prerequisites
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- Delegates should have a working knowledge of Windows or they should have completed the Introduction to Windows course. Delegates should feel at ease performing tasks such as arranging, sizing, switching between windows. Previous use of a mouse is assumed on this course.
- Delegates should have a working knowledge of Windows or they should have completed the Introduction to Windows course. Delegates should feel at ease performing tasks such as arranging, sizing, switching between windows. Previous use of a mouse is assumed on this course.
Public Scheduled Course Dates
Course Overviews at a Glance
Microsoft Project Essentials Course
Course Overview:
This two day course is designed for individuals who will use Microsoft Project as a tool to assist them in managing projects. The topics in this course cover the critical skills necessary to create and modify a project plan file that contains tasks, resources, and resource assignments.
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