This course builds upon the skills mastered in the Foundation course.
Delegates will learn how to work with Costs, Working Time and Overallocation;
Use Filters and Groups;
Update Tasks and Tracking Work By Time Period. Reporting
& Printing will cover printing views, Reports, Custom Reports, Visual
Reports, copying the Timeline for email and
presentations; Manage the project by using the Task Inspector, levelling, Custom WBS codes and other techniques.
See course contents below.
Contact us
Students will get the
most out of this course if their goal is to become
proficient project managers by using Microsoft Project
2016 to plan and manage their projects effectively.
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, Project
Foundation.
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
2013 to plan and manage their projects effectively.
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. Project Foundation
A Foundation / Intermediate course is also available. The Foundation Project course is suited to trainees with no previous experience of this application and require a basic knowledge of MS Project. The Intermediate course is usually taken afterwards. The Foundation/Intermediate course is quite comprehensive and 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 more demanding than the Foundation course but is a format that has proven to be popular since it provides trainees with many of the skills they require in a single day. Contact us to discuss details.
Session 1 COSTS, WORKING TIME AND OVERALLOCATION
Adjusting Working Time
Overallocation And Resource
Conflicts
Resolving Resource Overallocation
Session 2 USING FILTERS
AND GROUPS
Filtering Data
Grouping
Session 3 TRACKING A PROJECT
Critical
path
Baselines
Viewing
Progress Lines
The Earned Value table
Session 4 REPORTING & PRINTING
Print a view
Reports
Viewing Reports
Reports by Report Type
Creating Reports
New
Reports
Visual
Reports
Create a visual report by using a template
Create a new visual report template
Export report
data
Export data as a reporting database
PDF or XPS
Custom Tables and Fields
Session 5 MANAGING
THE PROJECT
Management Criteria
Display progress
data
Planned Dates
Actual Dates
Scheduled Dates
Variance
Managing Resources
Identifying Resource Over-allocations
Resolve Resource Over-allocations Manually
Task
Inspector
Resolve Over-allocations Using
Resource Leveling
WBS codes and viewing a WBS
The above outlines the range of topics covered in this course. Courses can be tailored to suit client needs and the instructor will adapt the course and range of topics covered to ensure trainees receive the maximum benefit possible from their training day. Contact us for details.
A Foundation / Intermediate course is also available. The Foundation Project course is suited to trainees with no previous experience of this application and require a basic knowledge of MS Project. The Intermediate course is usually taken afterwards. The Foundation/Intermediate course is quite comprehensive and 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 more demanding than the Foundation or Intermediate 1-day courses taken seperately but is a format that has proven to be popular since it provides trainees with many of the skills they require in a single day. This course can also be tailored to meet any particular requirements. Contact us to discuss details.
Introduction
Project Management
Definition of Project Management
Project Constraints
The five phases of a project
Microsoft Project 2016
Microsoft Project 2016 views
The Ribbon
View Tab
Gantt chart view
Gantt Chart view with WBS
Network
Diagram view
Calendar view
Resource Sheet view
Task Usage
Tracking Gantt
Resource Graph
The
Backstage view
The Team Planner
The Timeline
The Task Inspector
The zoom slider
Manual
scheduling
Explore the Ribbon, Tabs, Groups and Views
Working with Microsoft Project 2016
Terminology Used In Project 2016
Project Information
Microsoft
Project Defaults
The Scheduling Formula
Task Types
Effort-driven
Calendars
Deliverables
Creating a New Project
Enter Project Summary Information
Enter Project Tasks
Enter Task Durations
Tasks
Types of tasks
Task Information
Task constraints
To Set a Task
Constraint
Insert a New Task
Use Elapsed Time
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
Adjusting Task Details and
Creating Phases
Split Tasks
Timescales
Adjust
the Timescale
Multiple Task Relationships
Delete
Task Relationships
Redefining the Logic
Split a
Task
Creating Summary Tasks
Apply Outline
Numbering
Insert a Project Summary
Insert a
Hyperlink
Attach a Task Note
Resources:
Creating and Assigning
Setting up resources
Resources
Cost types
Entering Rates
Enter Material Resource
Create a Text
Field
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 and
Material to a Task
Tip: Assigning with the Assign
Resources Dialog Box
Using the Resource List Options
Assign a Resource to a Summary Task
Assign a Resource
to a Project
Change the Format of the Gantt Chart
Costs, Working Time and Overallocation
Adjusting
Working Time
Adjusting Working Time for an individual
Resource
View Project Costs
Entering Fixed Costs
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
Using Filters and Groups
Filtering Data
Grouping
Using Predefined Filters
Apply a Grouping
Introduction to Tracking a Project
Critical
path
Tracking a Project
Baselines
Set a
Baseline
View the Tracking Gantt and Tracking Table
Adjust the Project Status Date
Entering Progress as a
% Complete
Progress Using Update Tasks
Tracking
Work By Time Period
Introduction to Reporting & Printing
Print
a view or report
Print a view
Create a Visual
Report of Project data in Excel
Creating Reports
Copy the Timeline for email or presentations
The first thing you’ll
see when you open Project 2013 is a sharp new look. But
don’t stop there. Look closer and you’ll see that
Project 2013 can help you:
• Show off project data
with a whole new set of customizable graphical reports.
• Talk to your team without leaving Project by using
built-in Lync features.
• Trace task paths to
untangle a messy Gantt Chart.
And there’s more…
Get started quickly
Instead of dropping you in a
blank file, Project 2013 takes you to a one-stop center
for starting your project. Browse the premade templates,
import info from Excel or a SharePoint site, or just
click Blank Project to get a clean Gantt Chart. You can
open previous projects from your computer or SkyDrive
from there, too.
Show off project data
Graphical reports
With Project 2013, you can create
crisp, colorful, professional reports without having to
export your data to another program. Add pictures,
charts, animation, links, and more — everything you need
to clearly and effectively share project status info
with your stakeholders and team members.
To learn how
to use the new reporting features, see Create a project
report.
A whole new set of reports
An entirely new
set of pre-installed reports takes full advantage of the
new graphics and formatting capabilities. The walls of
data are gone, replaced by vivid charts and images that
better tell your project’s story at a glance. You can
add or remove whatever elements you want to these
reports. You can even change the colors!
Burndown
reports
Burndown reports show planned work, completed
work, and remaining work as lines on a graph. They give
you and your stakeholders an at-a-glance status, letting
you know if your project is behind schedule. Or ahead of
it.
Now you can create vibrant burndown reports in
Project — no need to export your data!
To learn how,
see Create a burndown report.
Talk to your team
Project 2013 helps you stay in touch with your team
members. Get progress updates, ask quick questions, or
even have long-term strategy discussions, all without
leaving Project. Just hover over a name and start an IM
session, a video chat, an email, or even a phone call.
You need to have Lync 2010 or later installed to take
advantage of this feature.
For more info about these
new communication features, see IM chat with a team
member.
Trace task paths
With a complex
project, your Gantt Chart can start to look like a
tangled knot of bars and link lines. To help sort this
out, you can highlight the link chain — or task path —
for any task. When you click a task, all of its
predecessor tasks show up in one color and all of its
successor tasks show up in another color.
To find out
how to turn on task paths, see Trace task links.
Take projects into the far future
With Project 2013,
you can set task and project dates up to 12/31/2149.
That’s a whole century longer than before!
Explore other new features
Share meetings
If you
export Project reports, timelines, or data to other
Office programs, you can take advantage of this new
sharing feature. Join online meetings and share your
PowerPoint slides, Word documents, Excel spreadsheets,
and OneNote notes from any supported device, even if
Office isn’t installed.
Save and share files in the
cloud
The cloud is like file storage in the sky. You
can get to it anytime you’re online. Now it’s easy to
save your Office files to your own SkyDrive or to your
organization’s site. From there you can access and share
your Project schedules, Excel spreadsheets, and other
Office files.
Work from almost anywhere
If you
have Project Online, you can access a full version of
Project from almost anywhere, even on PCs that don’t
have Project 2013 installed. All you need is an internet
connection and a PC running Windows 7 (or later). You’ll
always have the latest version because updates are
automatic.
