Our Microsoft Project course teaches project managers how to create, manage, report on and track projects and resources in the Microsoft Project environment. We cover a wide range of modules and topics including managing tasks and assignments, generating reports as well as tracking your projects. Students learn how to create and organize a task list, create dependencies, shape the schedule, as well as create and assign resources. Students also learn about resolving resource overallocations, tracking and reporting on projects.
   
   

PROJECT

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  • Mastering MP16-55205
  • Introduction MP16-INT
  • Advanced MP16-ADV

Title

Days

Cost

Project 2016    
Mastering Microsoft Project 2016 (55205) 3 $1,495
Microsoft Project 2016 Introduction 2 $695
Microsoft Project 2016 Advanced 2 $795
Microsoft Project On Demand 90 days $495
     
Project 2013    
Mastering Microsoft Project 2013 (55054) 3 $1,495
Microsoft Project 2013 Introduction 2 $695
     

Mastering Microsoft Project 2016 (55205)

This three-day, instructor-led course is intended for individuals who are interested in expanding their knowledge base and technical skills about Microsoft Project. The course begins with the basic concepts and leads students through all the functions they’ll need to plan and manage a small to medium-size project, including how to level resources and capture both cost and schedule progress. This course will also help students prepare for Microsoft Project Exam 74-343 Managing Projects with Microsoft Project.

Audience profile
This course is intended for both novice and experienced project managers, managers, schedulers, and other project stake holders who need to incorporate the discipline of project management with Microsoft Project 2016.

Prerequisites
There are no prerequisites for this course. However, it is helpful to have taken an introductory project management course, such as Versatile’s Principles of Project Management.

At course completion
After completing this course, students will be able to:
• Understand the discipline of project management as it applies to using Microsoft Project 2016.
• Create a Work Breakdown Structure.
• Identify Task Types & Relationships.
• Define Resources within Project.
• Make Work Package Estimates.
• Create an Initial Schedule.
• Create a Resource Leveled Schedule.
• Create Projects from templates, Excel files.
• Create Global templates.
• Create formulas and graphical indicators.
• The steps to record a macro.
• Format Output and Print Reports.
• Integrate Multiple Projects.
• Set up a Project with a Calendar, Start date, and scheduling method.
• Understand Manually Schedule vs. Auto Schedule.
• Manage multiple projects.
• Be able to create a master project list with shared resources.

Course Outline

Module 1: Introduction to Microsoft Project
This module provides an overview of how the features of Project relate to the job of the project manager. The module also teaches the student how to access different features by navigating through the ribbon.
Lessons
• Describe how Project relates to the discipline of Project management.
• Learn what the new features are in Project 2016.
• Navigate to the primary views available using the Ribbon.
• Choose Views that display task, resource, or assignment information.
• Select table within views to change the information that is available to see and edit.
• Relate the features of Project to the 5 steps for building a plan in Project.
Lab : Introduction to Mastering Microsoft Project
• Learn how to change views from a table to a chart.
• Learn the different subcommands that are under each command groups.
• Learn what functions are under the format tab.
• Learn how to access the backstage.

Module 2: A Quick and Easy Overview of Managing with Project
This module demonstrates the required steps to create and use Microsoft Project 2016 through the life cycle of a project.
Lessons
• Create a new project and prepare it for data entry.
• Enter project tasks.
• Sequence the tasks.
• Define resources.
• Estimate Task duration and assign resources.
• Baseline the project.
• Track project progress.
Lab : Creating a Basic Project with a template
• Learn how to create a project plan from a template.
• Learn how to turn off the timeline.
• Learn how to change the project start date.
• Learn how to add holidays to the company calendar.
Lab : Creating a Basic Project
• Learn how to add resources and their cost.
• Learn how to switch views.
• Learn how to insert summary tasks.
• Learn how to link tasks and summary tasks.

Module 3: Setting Up a Project
This module explains how to create a new project and establish the basic constraints that Microsoft Project 2016 will use for its calculations.
Lessons
• Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list.
• Establish one or more calendars to constrain resource availability.
• Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date b
Lab : Setting Up a Project
• Learn how to add Holidays to the company calendar.
• Learn how to make a custom calendar.
• Learn how to set the Project Start date.
• • Learn how to set constraints.

Module 4: Manually Schedule vs. Auto Schedule
This module explains how to how to manually schedule project tasks and how to leverage the auto schedule feature.
Lessons
• Students practice switching tasks between Manually Schedule and Auto Schedule modes. By switching
Lab : Explore Task Modes
• Describe which project functions are turned off for tasks using Manually Schedule mode.
• Change the task mode from Manually Schedule to Auto Schedule and back.
• Identify tasks that are in Manually Schedule mode by the task mode column and shape on the Gantt c
• Describe situations that are particularly appropriate for using Manually Schedule.
• Describe the limitations that a user must be aware of when using Manually Schedule mode.

Module 5: Creating a Work Breakdown Structure
This module explains how to create a useful work breakdown structure and enter it into Microsoft Project.
Lessons
• Build and use summary and subordinate tasks.
• Understand and use milestones.
• Develop WBS Outlines.
• Assign completion criteria.
• Evaluate the WBS.
• Understand and use WBS templates.
Lab : Manipulate a WBS
• Learn how to create and manipulate WBS.
• Learn how to utilize an Outline.
• Learn how to create notes within tasks
• Learn how to utilize an Outline.
Lab : Supporting the Project Plan
• Learn how to hyperlink project artifacts to your project plan.
• Learn how to create reoccurring tasks.

Module 6: Identifying Task Relationships
This module explains the rules for establishing dependency links between tasks and how to use Project to display these dependencies.
Lessons
• Understand the different types of task relationships.
• Understand and use various methods to create relationships.
• Determine and display task sequence.
• Understand and use lag, lead, and delay.
• Understand the new feature of Task Paths.
Lab : Display the sequence
• Identify the different ways to create dependent relationships
• Format a Network diagram.
• Modifying dependency lines.
• Modifying items to be shown on the critical path.

Module 7: Defining Resources within Project
This module explains how to enter resources and specific resource information in Microsoft Project and assign resources to specific tasks.
Lessons
• Define resource types.
• Define individual resources that will be used on the project.
• Record the cost (s) of using each type of resource.
• Record the limit of availability for each type of resource by establishing a resource calendar and d
Lab : Resource Calendar and Availability
• Add holidays to a standard calendar.
• Applying different types of calendars to a project and analyzing the impact to the project schedule.
• Applying vacation schedules to the calendar.
• Replace resources based upon the resource’s calendar.

Module 8: Making Work Package Estimates
This module explains how Microsoft Project calculates task duration, task work (effort) and task resources. Students will be able to choose among three task types as they enter task estimates and they will know which task type is appropriate for the type of estimate they are making.
Lessons
• Enter estimates for duration and costs for each task.
• Distinguish between task types and describe when each is appropriate.
• Describe the relationship between work, units, and duration.
• Describe the way Effort Driven scheduling is affected by work, units, and duration.
• Assign tasks to resources using the Team Planner view.
Lab : Work, Duration and Labor
• Analyze the impact of duration, work, and labor.
• Create material resources and assigning cost to the resource.
• Understand how to leverage Project statistics
• Apply a material resource to a task and examine the impact to project costs.

Module 9: Creating an Initial Schedule
This module explains how Project calculates a schedule based on task relationships and task duration. Students will understand the purpose of identifying critical path tasks and will be able to identify schedule float within the project.
Lessons
• Calculate float and identify a project’s critical path.
• Understand and identify task constraints.
• Create milestones.
• Use the Task Inspector to troubleshoot the initial schedule.
Lab : Calculating an Initial schedule
• Reviewing changes that can have a positive or negative impact on the project plan.

Module 10: Create a Resource Leveled Schedule
This module explains how over-allocated resources create unrealistic schedules and shows methods for rescheduling in order to create a realistic schedule based on resource availability.
Lessons
• Adjust a project schedule to account for limited people and other resources.
• View the overall cost and schedule of a project.
• Identify resources that have been overallocated for a project schedule.
• Use multiple ways to adjust tasks and assignments to remove over allocation for any resource.
Lab : Resource Leveling
• Evaluate the project’s resource plan using the resource views.
• Adjust the schedule manually.
• Adjust the schedule using the leveling feature.

Module 11: Managing the Project
This module explains how to use Microsoft Project to control a project. Students will save their plan to a baseline and see how entering actual task performance data enables them to view differences between planned and actual performance.
Lessons
• Learn how to set a baseline.
• Lean how to enter and track project performance data.
• Learn how to apply different tracking methods.
• Learn how to perform a variance analysis on a project.
Lab : The Baseline
• Use Project Statics to see the changes in a project plan.
• Use the variance tables to understand the changes in a project plan.
• Understand the value of baselining.
Lab : Baselining & Tracking Performance
• Understand the value of Baselining a project.
• Understand how to Enter Actuals and measuring their impact.
Lab : Variance
• Understand how variance is calculated with cost, finish and work.

Module 12: Formatting Output and Printing Reports
Participants will be able to control project output by creating and using Custom Fields, Sorting, Filtering, and Grouping of the project data.
Lessons
• Print
• Views
• Formats
• Sorting
• Filtering
• Grouping
• Custom Fields
• Reporting
• Other File Formats
Lab : Use the Grouping Feature
• Create new fields to group.
• Create new group fields.
• Create new views.
Lab : Create Reports in Project
• Learn how to leverage Microsoft Project’s View Report features.
• Learn how to create a Visual Report.

Module 13: Managing Multiple Projects
This module explains how to view many projects as parts of one very large project in order to gain new views on resource availability and task relationships among projects.
Lessons
• Learn how to use common resources among multiple projects.
• Learn how to link tasks between multiple projects.
• Learn how to create a consolidated view of multiple projects.
Lab : Identifying Overallocated Resources from a Resource Pool and Consolidated File
• Learn how to create a master project file.
• Open Resource Pool.
• Learn how to look for over-allocated resources.

Module 14: Advanced Topics
This module explains how to leverage some of the advanced features of Microsoft Project.
Lessons
• Learn how to customize the Ribbon and the Quick Access Toolbar.
• Learn how to customize WBS numbering.
• Learn the concepts of Formulas and Graphical indicators.
• Learn the purpose of the Global template and Organizer.
• Learn how to use Task Deadlines.
• Learn how to record a Macro.
Lab : Recording a Macro in Project
• Learn how to create a macro that will automate a process.

Module 15: Summary
This module provides an overview of the topics presented in the course and how to prepare for Microsoft Project Exam 74-343 Managing Projects with Microsoft Project.
Lessons
• • Learn how to access the Office App Store.

Project 2016 Introduction

Welcome to Microsoft® Project 2016 Introduction. This course is designed to familiarize you with the basic and advanced features and functions of Microsoft Project Professional 2016 so you can use it effectively and efficiently in a real-world environment.

During day one, we'll cover the critical knowledge and skills a project manager needs to create a project plan with Project 2016 during the planning phase of a project. In other words, if your supervisor assigns you to lead a project, this course will enable you to draft a project plan with Project 2016 and share it with your supervisor (and others) for review and approval.

 

During day two, we'll cover the advanced knowledge and skills a project manager needs to update a project plan in Project 2016 during the execution, monitoring, and controlling phases of a project. In other words, once your project plan is approved by the project sponsor, this course will enable you to manage the project so that it is completed on time, within budget, and according to scope.

 

PDU Credits

Our Registered Education Provider (REP) number is: 3452

This course is worth: 14 PDU's

 

Course Objectives

In this course, you will learn to create and engage in basic management of a project using Microsoft Project Professional 2016.

You will:

• Identify project management concepts and navigate the Project 2016 environment.

• Create and define a new project plan.

• Create and organize tasks.

• Manage resources in a project plan.

• Finalize a project plan.

 

In addition, you will be able to manage an existing Microsoft Project 2016 project plan.

You will:

• Update a project plan to reflect progress as you execute the project.

• Monitor project progress in the project plan.

• Adjust the project plan to control constraints.

• Create project reports to share a project’s status.

• Customize project settings and share customizations with other projects.

 

Target Student

This course is designed for a person with an understanding of project management concepts and who is responsible for creating and maintaining project plans. The course will give the student a fundamental as well as an advanced understanding of Microsoft Project 2016 necessary to create and save project plans, update a project plan in Project 2016 during the execution, monitoring, and controlling phases of a project.

 

Prerequisites

To ensure your success in this course, you should have basic project management knowledge and skills.

 

You should also have basic knowledge and skills for using any current Windows® operating system—preferably Windows 10.

 

Finally, you should have competency in using other Microsoft Office applications—preferably Office 2016.

 

Course Outline

 

Day 1

 

Lesson 1: Getting Started with Microsoft Project

Topic A: Identify Project Management Concepts

Topic B: Navigate the Microsoft Project 2016 Environment

 

Lesson 2: Defining a Project

Topic A: Create a New Project Plan

Topic B: Define a Project

Topic C: Assign a Project Calendar

 

Lesson 3: Creating and Organizing Tasks

Topic A: Add Tasks to a Project Plan

Topic B: Import Tasks From Other Programs

Topic C: Create a Work Breakdown Structure

Topic D: Define Task Relationships

Topic E: Schedule Tasks

 

Lesson 4: Managing Project Plan Resources

Topic A: Add Resources to a Project Plan

Topic B: Create a Resource Calendar

Topic C: Enter Costs for Resources

Topic D: Assign Resources to Tasks

Topic E: Resolve Resource Conflicts

 

Lesson 5: Finalizing a Project Plan

Topic A: Optimize a Project Plan

Topic B: Set a Baseline

Topic C: Share a Project Plan

 

Day 2

 

Lesson 1: Executing a Project

Topic A: Enter Task Progress

Topic B: Update Task Progress

Topic C: Update Work

Topic D: Update Costs

 

Lesson 2: Monitoring Project Progress

Topic A: View Project Progress

Topic B: Add Custom Fields

Topic C: Create Custom Views

Topic D: Create a Network Diagram

Topic E: Analyze a Project Plan

 

Lesson 3: Controlling a Project Plan

Topic A: Edit the Task List

Topic B: Reschedule Tasks

Topic C: Update a Baseline

 

Lesson 4: Reporting on Progress

Topic A: Format and Share a Chart View

Topic B: View Existing Reports

Topic C: Create Custom Reports

Topic D: Create a Visual Report

 

Lesson 5: Customizing the Application

Topic A: Change Project Options

Topic B: Create a Project Plan Template

Topic C: Share Resources

Topic D: Link Project Plans

 

Appendix A: Extending Project with Macros and Apps

Project 2016 Advanced

This two-day advanced Project course is for individuals who have been working in Microsoft Project for an extended amount of time or have taken the Fundamentals course. Students will learn advanced techniques with MS Project Professional 2016. Topics such as templates, custom fields, tables and views will be covered. Students will also learn how to integrate Project with other Office applications such as Microsoft Excel, Word and PowerPoint. Reporting using Visual Reports as well as Dashboard reports will also be covered. This Advanced Microsoft Project 2016 course takes an in-depth approach to key features of Project 2016 including task entry and linking, resource and resource management, and examining and updating projects. You will learn to efficiently manage projects, create master projects and sub-projects, create and customize visual reports, work with resource pools, and learn about costing.

Audience

This course is intended for project and portfolio managers who have been working with Microsoft Project for an extended amount of time and are interested in learning advanced techniques and features with Microsoft Project 2013.

 

At Course Completion

After completing this course, students will be learn about and be able to:

•      Working with Master Projects, Sub-Projects and Resource Pools

•      Creating and Managing custom Fields, Tables and Views

•      Sharing data with Microsoft Office

•      Advanced Dashboard & Visual Reporting

•      Tracking and Analyzing Progress

•      Customizing Project

 

About This Course

This Advanced Microsoft Project 2016: Digging Deeper class takes an in-depth approach to key features of Project 2016 including task entry and linking, resource and resource management, and examining and updating projects. You will learn to efficiently manage projects, create master projects and sub-projects, create and customize visual reports, work with resource pools, and learn about costing.

 

Audience Profile

This course is intended for students who want to start with the basics and learn how to use Microsoft Project 2016.

 

At Course Completion

•      Work with the advanced formatting features of the Gantt chart and network diagrams.

•      Create master projects and subprojects in Project 2016.

•      Create customized project reports.

•      Work with resource pools.

 

Course Outline

 

Module 1: Starting a Project from an Existing Project, Excel Workbook, or SharePoint Task List

This module explains how to get started with a project.

Lessons

•      Starting a Project

Lab 1: Starting a Project from an Existing Project, Excel Workbook, or SharePoint Task List

•      Starting a Project

After completing this module, students will be able to:

•      Set project options.

•      Create a project from an existing project.

•      Create a project from an Excel spreadsheet.

•      Create a project from a SharePoint list.

 

Module 2: Advanced Methods for Managing Tasks and Resources

This module explains how to use advanced methods for managing tasks and resources.

Lessons

•      Managing Tasks and Resources

•      Understanding Elapsed versus Actual Time Settings

•      Setting Task Constraints

•      Splitting and Delaying Tasks

•      Using the Task Inspector

•      Analyzing Critical Tasks and Critical Path

•      Using Lag Time and Lead Time

•      Analyzing Task Assignments

•      Using the Team Planner

•      Using a Resource Pool and Sharing Resources

•      Managing Resource Availability and Pay Rates

• 

 

Lab 1: Advanced Methods for Managing Tasks and Resources

•      Change the Task Dependency

•      Creating a Task Constraint

•      To Split a Task: Using the Gantt Chart View

•      Viewing the Task Inspector

•      Viewing the Critical Path

•      Set Lag Time and Lead Time

•      Adding a Note through the Assignment Information Dialog Box

•      Displaying a Team Planner and Apply Formatting

•      Sharing a Resource Pool

•      Changing a Pay Rate

After completing this module, students will be able to:

•      Work with task dependencies.

•      Distinguish elapsed versus actual time settings.

•      Set task constraints.

•      Split and delay tasks.

•      Use the Task Inspector.

•      Analyze critical tasks and the critical path.

•      Use lag time and lead time.

•      Analyze task assignments.

•      Use the team planner.

•      Use a resource pool and share resources.

•      Manage resorce availability and pay rates.

 

Module 3: Managing the Project with Advanced Techniques

This module explains how to manage projects with advanced techniques in Microsoft Project 2016.

Lessons

•      Using Leveling to Solve Resouce Overallocations

•      Amending Tasks

•      Understanding Baseline and Interim Plans

•      Analyzing Project Costs and Creating Budgets

• 

Lab 1: Managing the Project with Advanced Techniques

•      Using Leveling to Solve Resource Overallocations: Using the Gantt

•      To Amend Tasks

•      Setting Additional Baselines

•      Creating Budgets

After completing this module, students will be able to:

•      Use leveling to solve resource overallocation.

•      Amend tasks.

•      Understand baseline and interim plans.

•      Analyze project costs and create budgets.

 

Module 4: Formatting and Customizing Views

This module explains how to format and customize views.

Lessons

•      Customize the Gantt Chart

•      Creating a Custom View

•      Applying Filters

•      Using Work Breakdown Structure (WBS) Codes

Lab 1: Formatting and Customizing Views

•      Customizing the Gantt Chart Using Gantt Chart View

•      Creating a Custom View

•      Applying Filters

•      Using Work Breakdown Structure (WBS) Codes

After completing this module, students will be able to:

•      Customize the Gantt chart.

•      Create a custom view.

•      Apply filters.

•      Use Work Breakdown Structure (WBS) codes

 

Module 5: Reporting

This module explains how to use reporting in Microsoft Project 2016.

Lessons

•      Creating Visual Reports

•      Editing Reports

Lab 1: Reporting

•      Creating Visual Reports

•      Editing a Report

After completing this module, students will be able to:

•      Create visual reports.

•      Edit reports.

 

Module 6: Working with Templates

This module explains how to work with templates in Microsoft Project 2016.

Lessons

•      Using Subproject within a Project

•      Using the Organizer to Maintain Templates

Lab 1: Working with Templates

•      Using Subprojects within a Project

•      Using the Organizer

After completing this module, students will be able to:

•      Use subproject within a project.

•      Use the Organizer to maintain templates.

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