Project 2013 Foundation / Intermediate Project Course Outline

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Project Training CoursesIn addition to covering the basic functions and features of Project 2013 this 1-day course also touches on concepts, features and topics usually covered only 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. This format 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. Tracking a Project will review Entering Progress as a % Complete, Progress Using Update Tasks and Tracking Work By Time Period. Reporting & Printing will cover printing views, Reports, Visual Reports, copying the Timeline for email and presentations. Contact us for further details.

Course objectives

  1. Understand project management concepts, start Project 2013, open an existing project file, navigate different views, create and save a new project file, and use the Project 2013 Help features.
  2. Use Project 2013 scheduling features, the Timeline, Team Planner and Task Inspector.
  3. 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.
  4. 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.
  5. 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.
  6. Work with Calendar and form views, and create and modify tables.
  7. Use standard filters and AutoFilters, create an interactive filter, use predefined groups, create a custom group, and sort task and resource data.
  8. Display the critical path and edit effort-driven schedules, and resolve resource conflicts by identifying and adjusting resource overallocation.
    Tracking the Project
  9. Formatting a project file, printing views and reports
  10. Copy the Timeline for email and presentations

See list of topics under Course Content below.

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 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.

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 ensure 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.

Course content

Project Management
Definition of Project Management
Project Constraints
The five phases of a project
Microsoft Project 2013
Microsoft Project 2013 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 2013
Terminology Used In Project 2013
Project Information
Microsoft Project Defaults
The Scheduling Formula
Task Types
Creating a New Project
Enter Project Summary Information
Enter Project Tasks
Enter Task Durations

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
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
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
Using Predefined Filters
Apply a Grouping

Introduction to Tracking a Project
Critical path
Tracking a Project
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
Independent practice.
Microsoft Project Help Demos
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.

What's new in Project 2013

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.