Microsoft Project 2016 Foundation Training Course Outline

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Project Training CoursesThis 1-day course teaches the basic commands and features of Microsoft Project 2016. 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. Contact us for further details.

Course topics include

  1. Discuss basic project management concepts and principles; identify project view options, interface components, and Gantt chart elements; create and save a project file; and get help on using Microsoft Project.
  2. Create a task list, using both manual and automatic scheduling modes; set durations; modify a task list; establish a Work Breakdown Structure; hide columns; set milestones; and format the Sheet pane and the Gantt chart.
  3. Link tasks to establish a project schedule; modify task predecessors; set lag time and lead time; add recurring tasks; work in Network Diagram view; modify task relationships; apply different task types; and set task constraints.
  4. Create a base calendar and edit the working time; create a resource pool and a resource calendar; assign resources to tasks; create and apply a task calendar; enter resource costs; and use the Cost table.
  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.

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.

Project Foundation course contents:

SESSION 1  INTRODUCTION
Project Management
Definition of Project Management
Project Constraints
The five phases of a project
Terminology used in Project 2016
Microsoft Project Defaults
The Scheduling Formula
Tasks
Task Types
The zoom slider
Manual scheduling
Top-down summary tasks
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
Combination Views
The Backstage view
The Team Planner
The Timeline
The Task Inspector

SESSION 2  WORKING WITH MICROSOFT PROJECT 2016
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.

Courses to meet your needs

A Foundation / Intermediate course is also available. 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. 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. This course can also be tailored to meet any particular requirements. Contact us to discuss details.

Project 2016 Foundation / Intermediate 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

 
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.