Microsoft Project Fundamentals

Project Management All States 1 day duration

The Microsoft Project Fundamentals workshop is an ideal follow on from Project Planning Breakthroughs, and the ideal predecessor to Working Smart with Microsoft Project.

This course is designed to give both new and existing users a solid understanding on how to use this powerful software competently. Participants will learn how to fully utilise the user interface, how to create a project from scratch and how to follow the journey through to a baselined and updated project schedule.


On completion of this course, you should be able to:

  • Navigate the Microsoft Project environment
  • Set up project calendars
  • Create task relationships
  • Establish a resource pool, assign resources, identify over-allocations and levelling resources
  • Apply task constraints and deadlines
  • Monitor a project
Unit 1 – Take a Quick Tour
  • An overview of Microsoft Project
  • Starting Project
  • The Project Screen
  • Working with Views
  • Working with Combination Views
  • Working with Tables
  • Working with the Gantt chart View
  • Understanding Project Menus
  • Understanding Toolbars
  • Working with Existing Project Files
  • Exiting From Project
  • Project Basics Quick Reference
  • On Your Own
Unit 2 – Creating a New Project
  • New Project Overview
  • Understanding Your Project
  • Creating a New Project
  • Saving a New Project File
  • Setting Specific Options
  • Pitfalls in Changing Options
  • Adjusting the Standard Calendars
  • Creating Public Holidays
  • Creating a New Calendar
  • Specifying Project Summary Information
  • Specifying Project Information
  • Creating a New Project Quick Reference
  • On Your Own
Unit 3 – Creating Tasks
  • Overview of Creating Tasks
  • Reviewing the Project
  • Entering Tasks
  • Creating Summary Tasks
  • Moving About a Sheet
  • Working with Summary Tasks
  • Creating Tasks Quick Reference
  • On Your Own
Unit 4 – Resourcing a Project
  • Overview of Resourcing
  • Creating a Resource Pool
  • Entering Materials
  • Assigning Calendars to Resources
  • Adjusting Resource Information
  • Changing the Unit Display
  • Resourcing a Project Quick Reference
Unit 5 – Project Help
  • Overview of Help
  • Running a Tutorial
  • Using the Project Map
  • Using the Office Help System
  • Searching For Help Using What’s This?
  • Checking System Details Tool Tip Help
  • Project Help Quick Reference
  • On Your Own
Unit 6 – Task Durations
  • Task Duration Overview
  • Entering Task Durations
  • Displaying Critical Tasks
  • Checking Project Status
  • Understanding Project Slack
  • Entering Milestones
  • Task Durations Quick Reference
  • On Your Own
Unit 7 – Creating Relationships
  • Overview of Creating Relationships
  • Catching Up With the Case Study
  • Creating Relationships Using the Link Tool
  • Creating Relationships Using Task Entry
  • Using Task Information for Relationships
  • Creating Relationships In A Sheet
  • Keeping to Schedule Using Relationships
  • Entering Lag Time Entering Lead Time
  • Creating Relationships Quick Reference
  • On Your Own
Unit 8 – Project Management
  • What Is A Project?
  • Tasks and Resources
  • The Importance of Planning
  • Steps in Project Management
  • Project Management Tools
  • Using a Computer
  • The Advantages of Project
  • The Disadvantages of Project
  • Project Management Quick Reference
  • On Your Own
Unit 9 – Assignment Concepts
  • Understanding Resource Assignment
  • Project’s Calculation Methodologies
  • Understanding Effort
  • Creating Simple Assignments
  • Understanding Task Types
  • Working with Fixed Unit Assignments
  • Working with Fixed Duration Assignments
  • Working with Fixed Work Assignments
  • Working with the Driver Resource
  • Understanding Effort Driven Resourcing
  • Disabling Effort Driven Resourcing
  • Assignment Concepts Quick Reference
  • On Your Own
Unit 10 – Resource Levelling
  • Resource Levelling Overview
  • Creating Resource Chaos
  • Tracking Down Over allocations
  • Fix 1: Changing Work Effort
  • Fix 2: Assigning Overtime
  • Fix 3: Hiring Contract Labour
  • Fix 4: Switching Work Assignments
  • Fix 5: Rescheduling Tasks
  • Resource Levelling Quick Reference
  • On Your Own
Unit 11 – Costs
  • Costing Overview
  • Reviewing the Current Cost Status
  • Variable Resource Costs
  • Assigning Daily Costs for Equipment Hire
  • Assigning Resource Usage Costs
  • Assigning Fixed Costs
  • Assigning Material Costs
  • Using Multiple Cost Tables
  • Changing Resources Rates during A Project
  • Viewing Costs
  • Costs Quick Reference
  • On Your Own
Unit 12 – Printing
  • Overview of Printing
  • Printing a Gantt chart
  • Printing Sheet Views
  • Printing Jobs for Resources
  • Printing Resources for Tasks
  • Project Printing Quick Reference
Unit 13 – Assigning Resources
  • Overview of Assigning Resources
  • Assigning Resources Using Task Entry View
  • Assigning Part Time Resources
  • Contouring Resource Usage
  • Assigning Specific Work Times
  • Problem Assignments
  • Assigning Resources In Task Information
  • Assigning Resources In A Sheet
  • Assigning Resources That You Don’t Have
  • Assigning Resources Quick Reference
  • On Your Own
Unit 14 – Assigning Materials
  • Overview of Assigning Materials
  • Assigning Fixed Material Consumption
  • Contouring Materials Usage
  • Adding More Material Resources
  • Assigning Variable Usage Materials
  • Adding To a Material Assignment
  • Checking Work for Materials
  • Assigning Materials Quick Reference
  • On Your Own
Unit 15 – Project Monitoring
  • Overview of Project Monitoring
  • Creating a Baseline
  • Getting Project to Update Progress
  • Manually Updating Task Progress
  • Entering Delayed Tasks
  • Tracking Actuals on a Gantt chart
  • Using The Tracking Box
  • Viewing Task Slippage
  • Project Monitoring Quick Reference
  • On Your Own
Unit 16 – Constraints & Deadlines
  • Overview of Constraints & Deadlines
  • Reviewing Our Project
  • Adding a Constraint
  • Using Elapsed Time to Resolve Conflicts
  • Adjusting the Schedule to Meet Constraints
  • Creating a Deadline
  • Constraints & Deadlines Quick Reference
  • On Your Own

This workshop is suitable for new users through to self-taught, long-term users of Microsoft Project. Users who are responsible for monitoring the execution of a project and/or have multiple projects to administrator.

  • 1-day facilitator-led session
  • Comprehensive Learning Guide

“Your training has lifted my time management to the next level.”

Eva Garcia

Lean Coach, Endeavour Foundation

“This will only appear in this course.”

Tom McGoven

Senior Developer, Swish Design