Welcome to Microsoft Office Project, one of the most popular scheduling and project management programs on the market. This workshop is suitable for new to long term self-taught users.

Participants will learn how to use Microsoft Project more effectively as we follow the journey of entering a new project into Microsoft Project, through to managing resource assignments and project monitoring. Numerous tips and tricks will enable participants to avoid common pitfalls and become competent users of Microsoft Project.

This course will cover getting started with Project, using the ribbon interface, Project’s command and contextual tabs, creating a basic project, formatting project elements, updating a project, using Project’s viewing tools.

By the end of this course, users should be very comfortable:

  • Understanding and navigating Microsoft Project tables and views
  • Setting up project calendars, entering working and non-working times
  • Creating a new project from scratch
  • Creating tasks, entering task durations, summary tasks and milestones
  • Entering complex relationships including lag and lead time
  • Establish a resource pool, assigning resources, identifying over-allocations and levelling resources
  • Applying task constraints and deadlines
  • Project monitoring including baseline analysis

Prerequisites

This course assumes the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Knowledge of project management concepts and theories is also an asset, but not required. No previous experience with other versions of Microsoft Project is necessary.

Unit 1 – Take a Quick Tour

  • Opening a Template
  • Viewing and understanding Gantt Entry / Gantt Schedule / Gantt Cost, etc.
  • Inserting, re-naming and hiding fields
  • Displaying and editing the View Bar
  • View Bar Icons
  • Relationship Models (Dynamic Scheduling)
  •  Linking and unlinking tasks
  • Splitting tasks
  • Adding Summary Headings and Milestones
  • Using the Outline Tool
  • Viewing the task information box
  • Moving about a Sheet

Unit 2 – The Upsize Project

  • New Project Overview
  •  Understanding the Upsize Project
  • General Manager (GM)
  • Director of Information Technology (DIT)
  • Personnel and Administration Manager (PAM)
  • Building and Maintenance Services Technician (BMST)

Unit 3 – Creating a New Project

  • Setting Specific Calendar Options
  • Pitfalls in Changing Options
  • Adjusting the Standard Calendars
  • Creating a New Calendar
  • Specifying Project Summary Information
  • Specifying Project Information

Unit 4 – Creating Tasks

  • Overview of Creating Tasks
  • Entering Tasks
  • Creating Summary Tasks
  • Working with Summary Tasks
  • Entering Milestones
  • Format Task Names

Unit 5 – Task Durations and Checking Status

  • Task Duration Overview
  • Entering Task Durations
  • Upsize Durations
  • Checking Project Status
  • Understanding Project Slack

Unit 6 – Creating Task Relationships

  • Overview of Creating Relationships
  • Entering Lag Time Entering Lead Time
  • Creating Relationships Using the Link Tool
  •  Creating Relationships Using Task Entry
  • Using Task Information for Relationships
  • Creating Relationships in a Sheet

Unit 7 – Resourcing a Project

  • Overview of Resourcing
  • Creating a Resource Pool
  • Assigning Calendars to Resources
  • Adjusting Resource Information

Unit 8 – Assigning Resources

  • Overview of Assigning Resources
  • Assigning Part Time Resources Assigning Resources Using Task Entry View
  • Effort Driven Logic
  • Assigning Resources in Task Information
  • Assigning Resources in a Sheet
  • Assigning Resources That You Don’t Have
  • Assigning ALL remaining resources

Unit 9 – Resource Levelling

  • Resource Levelling Overview
  • Tracking Down Overallocations
  • Assigning Overtime

Unit 10 – Constraints and Deadlines

  • Overview of Constraints & Deadlines
  • Reviewing Our Project
  • Adding a Constraint
  • Creating a Deadline

Unit 11 – Project Monitoring

  • Overview of Project Monitoring
  • Creating A Baseline
  • Getting Project to Update Progress
  • Manually Updating Task Progress
  • Tracking Actuals on a Gantt Chart
  • Using the Tracking Box
  • Viewing Task Slippage

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
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