This
Intermediate course builds upon the skills mastered in the Foundation course.
Our Foundation/Intermediate course has proved to be
very popular and details are also shown below.
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
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.
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
Topics covered will vary slightly depending upon the version you are using, e.g. 2010, 2013, 2016, 2019 or 365.
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.
The Foundation course is suited to trainees with no previous experience of this application and require a basic knowledge of MS Project. This Intermediate course is usually taken afterwards if additional skills are required. A Foundation / Intermediate course is also available as an alternative to the Foundation course and could cover the skills required in one day. 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. See topics below:
This course is an alternative to the Foundation course. It is particularly suitable for delegates not undertaking the Intermediate and Advanced courses. It is more demanding than the Foundation course but provides delegates with many of the skills they require in a single day.
Introduction
Project Management
Definition of Project Management
Project Constraints
The five phases of a project
Microsoft Project
Microsoft Project 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
Terminology Used In Project
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 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.
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:
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.
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.
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.
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.
