Project 2016 Foundation / Intermediate Project Course Outline

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Project Training CoursesIn addition to covering the basic functions and features of Project 2016 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 2016, open an existing project file, navigate different views, create and save a new project file, and use the Project 2016 Help features.
  2. Use Project 2016 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 2016 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 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

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
Independent practice.
Reports
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 2016

Project 2016 has all the functionality and features you're used to, with some added enhancements and new features.
Here are some of the top new features you'll find in Project 2016:

More flexible timelines

With Project 2016, not only can you leverage multiple timelines to illustrate different phases or categories of work, but you can also set the start and end dates for each timeline separately, to paint a clearer overall picture of the work involved.

Better control over resource scheduling

Some resources have limited availability, and may have their time scheduled by a resource manager. With Project Professional 2016 and Project Online, project managers and resource managers can negotiate an agreement, called a resource engagement, to make sure that resources are being used appropriately and effectively throughout your organization.
Important: Resource engagements only work if you're using Project Professional 2016 or Project Pro for Office 365, connected to Project Online. If you are not connected to Project Online, the resource engagements functionality will be hidden from view. Project Standard 2016 does not include resource engagements.

How does it work? When a resource manager sets up the enterprise resource pool in Project Online, he or she can identify some resources as requiring approval to be assigned to projects.

When a project manager decides to use one of these resources on a project, he or she submits an engagement request with the date range for when the resource is needed, and either a certain percentage of that resource's time during that date range, or a set number of hours during that date range.
 
Once the engagement is finalized, the project manager has the go-ahead to assign that resource to tasks in the project.

Do things quickly with Tell Me

You'll notice a text box on the ribbon in Project 2016 that says Tell me what you want to do. This is a text field where you can enter words and phrases related to what you want to do next and quickly get to features you want to use or actions you want to perform. You can also choose to get help related to what you're looking for.

New themes for Project

There are now three Office themes that you can apply to Project 2016: Colorful, Dark Gray, and White. To access these themes, go to File > Options > General, and then click the drop down menu next to Office Theme.