Project Intermediate Course Outline

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Project Training CoursesThis 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.

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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.


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

Adjusting Working Time
Overallocation And Resource Conflicts
Resolving Resource Overallocation

Filtering Data

Critical path
Viewing Progress Lines
The Earned Value table

Print a view
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
Custom Tables and Fields

Management Criteria
Display progress data
Planned Dates
Actual Dates
Scheduled Dates
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. 

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
Creating a New Project
Enter Project Summary Information
Enter Project Tasks
Enter Task Durations

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
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
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
Using Predefined Filters
Apply a Grouping

Introduction to Tracking a Project
Critical path
Tracking a Project
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.