This 3 Day instructor led course is designed to teach project managers how to create, update and manage project schedules with Microsoft Project. Participants will learn how to create new projects, enter tasks, create a WBS, set dependencies, create constraints and deadlines and manage resource assignments. You will also learn how to analyze and manage resources over and under-allocations, set baselines, track and manage progress and generate reports. Advanced topics covering master, sub-projects and resource pools will also be learning topics. We will also go over macros, EVM and advanced dashboard reporting as part of the curriculum. Sharing with SharePoint and managing templates will also be areas of learning in this course.
Audience
This course is intended for project, program and portfolio managers who will be working with Project and will be responsible for creating and managing projects and resources with Project. This course does not assume any previous knowledge of Microsoft Project, but a basic understanding of windows and other Microsoft applications will be helpful. This course covers fundamentals through advanced and refers to 2013 to 2019 and Microsoft 365 Project Professional (P-3).
| Module | Topics |
| Introduction: Welcome to Project | I.1- Welcome to Project
I.2- PM 101 I.3- The Project Lifecycle I.4- Benefits of Project |
| Module 1: Exploring Project | 1.1-Navigating Project
1.2-Working with Views 1.3-Backstage settings |
| Module 2: Getting Started | 2.1-Creating a new project
2.2-Entering tasks and estimates 2.3-Task Settings 2.4- Recurring Tasks |
| Module 3: Organizing Tasks | 3.1-Editing Tasks
3.2-Outlining Tasks 3.3-Understanding the WBS |
| Module 4: Shaping the Schedule | 4.1-Linking and Unlinking tasks
4.2- Working with task dependencies 4.3- Using lag and lead time 4.4-Enabling the Critical Path |
| Module 5: Managing Resources | 5.1- Managing Resources
5.2- Working with Resource Types 5.3- Using Budget Resources 5.4- Assigning Resources |
| Module 6: Calendars | 6.1- Managing Calendars
6.2- Managing Resource Calendars 6.3- Task Calendars |
| Module 7: Managing Costs | 7.1- Managing Resource Rates
7.2- Using Rate Tables 7.3- Working with Fixed Costs |
| Module 8: Task Type Management | 8.1- Task Type Settings
8.2- Understand the Initial Assignment 8.3- Working with Fixed Units 8.4- Working with Fixed Duration 8.5- Working with Fixed Work 8.6- Variable Resource assignments |
| Module 9: Managing Resource Allocations and Conflicts Assignments and Contours | 9.1- Understanding Contours
9.2- Managing Resource Assignments 9.3- Resolving Resource overrallocations 9.4- Using Leveling 9.5- Team Planner 9.6- Manually resolving overrallocations |
| Module 10: Schedule Constraints and Deadlines | 10.1- Task Constraints
10.2- Inflexible Constraints 10.3- Setting Deadlines |
| Module 11: Baselining and Reporting Progress | 11.1- Understanding Baselines
11.2- Setting Baselines 11.3- Updating and Setting Multiple Baselines 11.4- Tracking Progress |
| Module 12: Filtering, Grouping and Highlighting | 12.1- Managing Filters and Groups
12.2- Creating and Sharing Groups and Filters 12.3- Highlighting |
| Module 13: Reporting and Printing | 13.1- Reporting
13.2- Visual Reports 13.3- Timeline 13.4- Page Setup |
| Module 14: Customizing | 14.1- Formatting Options
14.2- Modifying the Gantt Chart 14.3- Customizing the Ribbon |
| Module 15: Managing Fields, Tables and Views | 15.1- Create and manage custom fields and lookup lists
15.2- Using Formulas 15.3- Custom Tables and Views 15.4- Using the Organizer |
| Module 16: Importing and Exporting Project Data | 16.1- Importing and exporting project data
16.2- Merging and Appending project information |
| Module 17: Managing Templates and Sharing with SharePoint and Teams | 17.1- Creating custom templates
17.2- Managing template locations 17.3- Creating a new project from a template 17.4- Sharing Project Information 17.5- Storing Projects in SharePoint 17.6- Using Teams and Project, better together |
| Module 18: Master, sub-projects and shared resource pools | 18.1- Creating Master Projects
18.2- Inserting Sub-Projects 18.3- Managing a Shared Resource Pool 18.4- Consolidating Projects 18.5- Cross Project Dependencies 18.6- Securing Projects |
| Module 19: Advanced Dashboard and Visual Reporting | 19.1- Creating new custom Dashboard reports
19.2- Managing custom fields to custom reports 19.3- Advanced visual reporting with Excel and Visio templates |
| Module 20: Analyzing Progress and Earned Value Management (EVM) | 20.1- Advanced Tracking Tools and Techniques
20.2- Managing multiple baselines 20.3- Tracking progress and Analyzing EVM |
| Module 21: Working with Macros | 21.1- Automating common events with macros
21.2- Editing and managing macros 21.3- Revisiting the Global.mpt |
