This 1-day course teaches the basic commands and features of Microsoft Project.
Our Foundation/Intermediate course has proved to be very popular and details are also shown below.
Students will learn
how to create and modify task lists, establish a project
schedule, create calendars, assign resources to tasks,
track costs, and work with different views and tables.
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Additional topics can be included and the course
tailored to the clients requirements to ensure the most
comprehensive and effective training possible is
delivered at this level.
SESSION 1 INTRODUCTION
Project
Management
Definition of Project Management
Project Constraints
The five phases of a project
Terminology used in Project
Microsoft Project Defaults
The Scheduling Formula
Tasks
Task Types
The zoom slider
Manual
scheduling
Top-down summary tasks
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
Combination Views
The
Backstage view
The Team Planner
The Timeline
The Task Inspector
SESSION 2 WORKING WITH MICROSOFT PROJECT
Creating a New Project
Enter
Project Summary Information
Enter Project Tasks
Enter Task Durations
SESSION 3 TASKS
Types of tasks
Task Information
Task constraints
To Set a Task
Constraint
Scheduling
Manually scheduled tasks
Auto scheduled Tasks.
How calendars affect the
schedule
How resource assignments drive the schedule
Set Auto Scheduling options
Insert a
New Task
Use Elapsed Time
Manual scheduling
Linking Tasks
Task Relationships
Lead and Lag Time
Adjust the Logic between Tasks
Using Lead or Lag Time on a Task
SESSION 4 ADJUSTING TASK DETAILS AND CREATING
PHASES
Splite Tasks
Timescales
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
Hyperlinks and Task Notes
SESSION 5 RESOURCES: CREATING AND ASSIGNING
Setting up Resouces
Cost types
Entering Rates
Entering Work Resources
Enter Material and Cost Resources
Create a Text Field
Entering Data in a Custom Text Field
Assigning Resouces
The Scheduling Formula
Assigning
Multiple Resources
Partial Assignment
Assign Equipment and Material to a Task
Using the
Resource List Options
Assign a Resource to a Summary Task
Change the
Format of the Gantt Chart
SESSION 6 INTRODUCTION TO TRACKING
Set a Baseline
View the Tracking Gantt and Tracking
Tables
Adjust the Project Status Date
Entering
Progress as a % Complete
SESSION 7 INTRODUCTION TO REPORTING & PRINTING
PRINT A VIEW OR REPORT
Create a Report
Create a PDF or XPS Document
Copy the Timeline for email or presentations
The topics are occasionaly changed and the course can be tailored to ensure the most comprehensive and effective training possible is delivered at this level. An instructor will discuss this with you.
The Foundation 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 if further skills are
required but our Foundation / Intermediate course could cover all the topics you
require 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 course but is a format that has proven to be
popular. This course can
also be tailored to meet any particular requirements.
See topics below:
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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
Topics covered will vary slightly depending upon the version you are using, e.g. 2010, 2013, 2016, 2019 or 365.