Microsoft Project

Microsoft Project is a powerful Project Management software platform which is used in a variety of industries including construction, manufacturing, pharmaceuticals, government, financial services and health care.  Known as the world’s most popular project management software, it was specifically designed to provide project managers with the ability to have more control over their: resources, tracking, milestones, budgets, and workloads.

The software enables users to drill down into the details of a project and really ensure that they are under budget.

MS Project is designed to assist project managers in setting realistic goals for project teams and customers. It does this by creating schedules, assigning and distributing resources to tasks and managing budgets. Microsoft Project creates critical path schedules that can be resource leveled and visualized in a Gantt chart or various reports.

We offer courses in MS Project Level 1, MS Project Level 2, and Custom MS Project courses. Courses can be delivered in 3-hour blocks, and scheduled in the morning, afternoon, or early evenings. Yes, we also provide weekend training classes.

Microsoft Project - Level 1 (2 Days)

Who should attend:         This course is intended for new Microsoft Project users.
Prerequisites:                    Windows 7, Windows 8, or Windows 10.

Duration:                             12 Hours

Course Objectives:
Upon completion of the course, participants will be able to accomplish the following:

  • Understand the basic purpose and operation of the software, and work with windows, Ribbon tabs and buttons, and views.
  • Create a new project and create, edit, and outline a task list, as well as establish dependencies by linking tasks.
  • Add and assign resources to a project, work with project calendars, and enter project costs, such as standard, variable, and fixed costs.
  • Apply page setup options, create headers and footers, insert page breaks, and preview and print project information.
  • Apply task type settings, modify fixed tasks, set task constraints, and define and format the critical path.
  • Apply preset and custom contours, edit resource assignments, identify and resolve resource overallocations, and set and modify a baseline.
  • Track the progress of a project, update tasks and the schedule, and compare baseline and actual data.
  • Sort, filter, and group views.
  • Format views and format the Gantt Chart.

Course Content

Getting Started:

  • Understanding Project Management Concepts
  • Getting Started
  • Application and Windows
  • Ribbon and Tabs
  • Creating and Saving Projects
  • Opening and Closing Projects
  • Changing the View
  • Moving Within a View

Project Creation:

  • Project Information
  • Creating Task Lists
  • Editing Task Lists
  • Outlining Task Lists
  • Task Dependencies
  • Modifying Task Dependencies
  • Task Information

Project Resources and Costs:

  • Project Resources
  • Resource Assignment Concepts
  • Assigning Resources
  • Working with Project Calendars
  • Working with Resource Calendars
  • Working with Task Calendars
  • Entering Project Costs

Printing Schedule Information:

  • Page Setup Options
  • Previewing Views and Reports
  • Printing Project Information

Changing Scheduling Methods:

  • Resource Assignment Concepts
  • Task Type Settings
  • Changing Task Type Settings
  • Task Constraints
  • Identifying Factors Affecting Tasks
  • Defining the Critical Path
  • Formatting the Critical Path

Resolving Resource Conflicts:

  • Preset Contours
  • Applying Preset Contours
  • Editing Resource Assignments
  • Resource Overallocations
  • Locating Resource Overallocations
  • Resolving Resource Overallocations
  • Saving the Baseline

Tracking Project Progress:

  • Tracking Task Progress
  • Updating Tasks
  • Updating the Remaining Schedule
  • Comparing Baseline and Actual Data

Sorting, Filtering and Grouping:

  • Sorting Views
  • Filtering Views
  • Grouping Tasks and Resources

Formatting the Project Environment:

  • Formatting Views
  • Formatting the Gantt Chart

 

Microsoft Project - Level 2

Who should attend:         This course is intended for participants who are familiar with Microsoft Project.
Prerequisites:                    Microsoft Project – Level 1 or Equivalent.

Duration:                             6 Hours

Course Objectives:
Upon completion of the course, participants will be able to accomplish the following:

  • Customize Microsoft Project elements including tables, views, and reports.
  • Use sample templates, create custom templates, and use the Organizer to manage project elements.
  • Work with progress lines, Earned Value tables, and Visual Reports.
  • Use and create Import/Export maps.
  • Create master projects, insert and work with subprojects, and create links to external tasks.
  • Assign tasks to resources from a resource pool, modify resource information, and update the resource pool.
  • Work with rollup task bars, hyperlinks, custom WBS codes, and macros.

Course Content

Customizing Project Elements:

  • Custom Tables
  • Custom Views
  • Custom Reports

Working with Templates:

  • Sample Templates
  • Custom Templates
  • The Organizer

Tracking and Analyzing Project Data:

  • Progress Lines
  • Earned Value Analysis
  • Custom Visual Reports

Importing and Exporting Data/Files:

  • Using Import/Export Maps

Working with Multiple Projects:

  • Master Projects and Subprojects
  • Working with Multiple Projects
  • Linking Tasks Across Projects

Resource Pools:

  • Working with Resource Pools

Additional Features:

  • Rollup Task Bars
  • Hyperlinks
  • Custom WBS Codes
  • Macros