Microsoft Project 2007 Foundation / Intermediate Training Course Outline

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Project Training CoursesThis 1-day training course covers the basic functions and features of Project 2007 and also touches on some features that are usually covered in Advanced courses.  It covers a wider range of topics than a standard Foundation course but is still suitable for trainees with no prior experience of Microsoft Project.  It is a format that has proven to be very popular with our clients since it provides trainees with many of the skills they require in a single day.

Students will learn how to create a new project file, create and modify task lists, create a Work Breakdown Structure, and work with task relationships. They'll also learn how to create a base calendar, assign resources to tasks, create task calendars, and create and modify tables. Students will use filters and groups, and they'll sort task, resource data and learn how to resolve resource conflicts. Finally, formatting and reporting will cover formatting a project file, using drawing tools and printing views and reports. Contact us for further details.

Objectives

Apply project management concepts, start Project 2007, open an existing project file, navigate different views, create and save a new project file, and use the Project 2007 Help features.
Create a task list in Gantt Chart view by entering the task name and duration, modify the task list by inserting and deleting tasks, and create a Work Breakdown Structure and Phases.
Create task relationships by linking, add predecessors and lead time to tasks, view task relationships, add recurring tasks, explore Network Diagram view and modify the task relationships in it, and use the Task Information dialog box.
Use the Change Working Time dialog box to create a base calendar for the project, use the resource sheet to create a resource pool, assign resources to tasks, create task calendars, enter resource costs in Resource Sheet view, and use the Cost table in Gantt Chart view.
Work with Calendar and form views, and create and modify tables.
Use standard filters and AutoFilters, create an interactive filter, use predefined groups, create a custom group, and sort task and resource data.
Display the critical path and edit effort-driven schedules, and resolve resource conflicts by identifying and adjusting resource overallocation.
Track a project
Formatting a project file, printing views and reports
 
Target Audience
The target students for this course should be comfortable using a personal computer and Microsoft Windows. Students will get the most out of this course if their goal is to become proficient project managers by using Microsoft Project 2007 to plan and manage their projects effectively.

Prerequisites

Students taking this course should be familiar with personal computers and the use of a keyboard and a mouse. Furthermore, this course assumes that students have completed the following courses or have equivalent experience: Windows Basic.

Courses to meet your needs
A Foundation course is also available that is less extensive and not so demanding but the Foundation / Intermediate course has proven to be very popular since it is designed to give the trainee an excellent grasp of a wide range of the essential tools and techniques in a single day.   

We will be delighted to give you advice and assistance to help you select courses most suited to your staff training needs and business requirements.  We provide a Complimentary Training needs Analysis (TNA) service to help training bookers, administrators and HR professionals get the very best from their training budget by identifying skill gaps, matching them to top-quality courses and delivering the most effective training possible.  We will be happy to provide this service to you at no additional charge.  Course arrangements will be handled by an experienced instructor / consultant to ensure you receive the highest quality of service possible.

Foundation/Intermediate course content details
Unit 1    Introduction
Project Management concepts
Features of a successful project
The five phases of a project
Microsoft Project 2007
Microsoft Project 2007 views
View Bar
Gantt chart view
Gantt Chart view with WBS
Network Diagram view
Calendar view
Resource Sheet view
Task Usage
Tracking Gantt
Resource Graph
The Project Window
The Project Guide toolbar
Standard Toolbar
Formatting Toolbar
Task Panes
Opening an existing Microsoft Project
Project Guide
Creating a new project based on a template
Using the Type a Question Box
Saving project files

Unit 2    Working with Microsoft Project 2007
Terminology Used In Project 2007
Project Information
Enter Summary Information
Amend Project Information
View Project Statistics
Viewing Data in Project
Starting a Project
Microsoft Project Defaults
The Scheduling Formula
Task Types
Effort-driven
Calendars
Creating a New Project
Enter Project Summary Information

Unit 3    Tasks
Tasks
Types of tasks
Task Information
Task constraints
Enter Project Tasks
Copy a task, resource, or Project element
Linking Tasks
Task Relationships
Lead and Lag Time
Linking Tasks
Adjust the Logic between Tasks
Insert New Tasks
Deleting a Task
Using Lead OR Lag Time on a Task

Unit 4    Adjusting Task Details and Creating Phases
Split Tasks
Timescales
Bottom Tier Formatting Section
Middle Tier Formatting Section
Top Tier Formatting Section
Adjust the Timescale
Multiple Task Relationships
Delete Task Relationships
Redefining the Logic
Split a Task
Creating Project Phases
Creating Summary Tasks
Apply Outline Numbering
Insert a Project Summary


Unit 5    Fixed Costs, Hyperlinks and Task Notes
Fixed Costs
Notes
Entering Fixed Costs
Insert a Hyperlink
Attach a Task Note


Unit 6    Resources: Creating and Assigning
Setting up resources
Resources
Cost types
Entering Working Time
Entering Working Time
Entering Costs
Entering Rates
Contours
Entering Notes
Entering Notes
Assigning Resources to a Task
Assigning with the Assign Resources Dialog Box
Using the Resource List Options
Assigning in the Gantt Table View
Entering Work Resources
Enter Material Resource
Entering Work Resources
Assigning Resources
The Scheduling Formula
Assigning Multiple Resources
Assign a Single Resource to a Task
Assign Multiple Resources
Partial Assignment
Assign Equipment to a Task
Assign a Material Resource to a Task
Assign a Resource to a Summary Task
Change the Format of the Gantt Chart

Unit 7    Costs, Working Time and Overallocation
Project Costs
View Project Costs
Adjusting Working Time
Adjusting Working Time
Adjusting Working Time for an individual Resource
Adjusting Working Time on a Task
Adjusting Working Time for a Resource
Overallocation and Resource Conflicts
Resource Overallocation and Levelling
Resolving resource overallocation
Resource levelling
Resource Leveling

Unit 8    Using Filters
Filtering Data
Grouping
Critical path
Using Predefined Filters
Using AutoFilter
Apply a Grouping

Unit 9    Introduction to Tracking a Project
Tracking a Project
Baselines
Set a Baseline
View the Tracking Gantt and Tracking Table
Tracking techniques
Adjust the Project Status Date
Entering Progress as a % Complete
Progress as Scheduled
Progress Using Update Tasks
Tracking Work By Time Period

Unit 10  Introduction to Reporting & Printing
Predefined Reports
Overview Reports
Current Activities
Cost Reports
Assignment Reports
Workload Reports
Custom
Creating Reports
Using Cost Reports
Using Assignments Reports
Using Workload Reports
Using Custom Reports
Customising Reports
Using Customised Reports
Creating a New Report
Editing Existing Reports
Tables
Customise a Report
Visual Reports
Microsoft Project Help Demos

Course contents are subject to change and topics may be introduced where the instructor feels it would be beneficial