Introduction |
This 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 Office 365 Project Professional. |
Introduction: Microsoft Project
I.1- Project Management 101
I.2- The Project Lifecycle
I.3- Benefits of Microsoft Project
Module 1: Exploring the Project Environment
1.1-Navigating Project
1.2-Working with Views
1.3-Backstage settings
Module 2: Getting Started with Project
2.1-Creating a new project
2.2-Entering tasks and estimates
2.3-Task Settings
Module 3: Managing and Organizing a Task List
3.1-Managing 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: Working with 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 Rates Tables
7.3-Working with Fixed Costs
Module 8: Task Types Settings
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: Resource Allocations and Conflicts
9.1 Understanding Contours
9.2 Editing Resource Assignments
9.3 Resolving Resource overrallocations
9.4 Using Leveling
9.5 Team Planner
9.6 Manually resolving overrallocations
Module 10: Schedule Constraints & Deadlines
10.1-Task Constraints
10.2-Inflexible Constraints
10.3-Setting Deadlines
Module 11: Tracking Project Progress
11.1-Baselining
11.2-Tracking Tasks
11.3-Managing Task Updates
11.4 Comparing Actual vs Baseline
Module 12: Filtering and Grouping
12.1-Using Filters and Groups
12.2-Creating and Sharing Groups and Filters
Module 13: Project Reporting
13.1- Reporting
13.2- Visual Reports
13.3- Timeline
Module 14: Customizing the Project Environment
14.1-Formatting Options
14.2-Modifying the Gantt Chart
14.3-Customizing the Ribbon
Module 15: Managing custom Fields, Tables and Views
15.1- Create and manage custom fields and lookup lists
15.2- Create new tables
15.3- Bringing it together with Views
Module 16: Importing and Exporting Project Data
16.1- Importing and exporting project data
16.2- Merging and Appending project information
16.3- Using Maps and Excel Templates
16.4- Project and Office Integration
Module 17: Managing Project Templates and Sharing with SharePoint
17.1- Creating custom templates
17.2- Managing template locations
17.2- Sharing projects with SharePoint
Module 18: Working with Master, Sub-Projects and Resource Pools
18.1- Create and manage a master project
18.2- Managing cross-link project relationships
18.3- Work with a shared resource pool
Module 19: Advanced Dashboard & Visual Reporting
19.1- Creating new reports
19.2- Adding custom fields to reports
19.3- Sharing reporting information
19.4- Advanced Visual Reporting
Module 20: Analyzing Progress and EVM
20.1- Managing multiple baselines
20.2- Tracking project progress
20.2- Analyzing Earned Values
Module 21: Automating with Macros
21.1- Automating common events with macros
21.2- Editing and managing macros
21.3- Sharing and managing macro settings
Module 22: Advanced Customizations
22.1- Customizing the Ribbon with Tabs and Commands
22.2- Formatting and Drawing Tools
22.2- Managing the Global.mpt and Organizer