Microsoft Project Intermediate Training Course

Project Intermediate Course Outline

This Intermediate course builds upon the skills mastered in the Foundation course. Courses are suitable for delegates using Microsoft Project 2013, 2016, 2019 and 2021 Desktop Standard or Professional editions, and Microsoft Project Online Desktop Client. Our Project courses are delivered using the Project desktop versions

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.



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Target Audience

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.

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, Project Foundation.

Project Intermediate Course content

Courses are delivered using the Project desktop versions

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.

Courses to meet your needs

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:

Project Foundation / Intermediate Course content

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.