Microsoft Project Advanced

Learn how to effectively manage projects using Microsoft Project. This course covers the essentials of project management, including planning, scheduling, resource allocation, tracking progress, and generating reports. It provides a comprehensive introduction to Microsoft Project and equips learners with the skills needed to manage projects efficiently.

Target Audience

This course is designed for project managers, team leads, and anyone responsible for managing projects. It is suitable for beginners who are new to project management and Microsoft Project, as well as experienced professionals looking to refine their skills. The course helps prepare learners for roles that require the use of Microsoft Project for project planning and execution.

At course completion

• Use Microsoft Project to create and manage project plans.

• Set up project tasks and schedules.

• Allocate and manage resources.

• Track project progress and make adjustments.

• Generate and customize reports and dashboards.

• Pre-Requisites

Pre-requisites

• Basic knowledge of project management concepts.

• Familiarity with Microsoft Office applications.

Course Outline

Lesson 1: Introduction

• Who Will Benefit Most from This Course

• Features

Lesson 2: Project Management Basics

• Projects and Project Managers

• The Project Triangle

• Project Processes

• Project Management Methodologies

• More About Project Management

Lesson 3: Introducing Microsoft Project

• How Microsoft Project Helps

• Microsoft Project Solutions

• Touring the Microsoft Project App

• Get Help with Project

Lesson 4: Establish a Strong Foundation

• Initiate the Project

• Start Planning

• Organize Project Plan Documents

• Set Milestones

Lesson 5: Set Up the Project and Tasks

• Start a New Project Plan

• Set the Project Start Date

• Enter Task Names

• Sequence Tasks

• Organize the Task Outline

Lesson 6: Build the Schedule

• Decide on Automatic Scheduling

• Get to Know the Gantt Chart

• Enter Task Durations

• Link Dependent Tasks

• Schedule Sprints for an Agile Project

• Identify Any Hardwired Dates

• Enter Deadline Reminders

• Use Project and Task Calendars

Lesson 7: Set Up Resources

• Add Resources to the Plan

• Enter Resource Costs

• Refine Resource Unit Availability

• Customize Resource Calendars

Lesson 8: Assign Resources to Tasks

• Assign Work Resources to Tasks

• Assign Material Resources to Tasks

• Assign Cost Resources to Tasks

• Review Resource Assignments

• See Task Costs from Assignments

• Change Assignments

Lesson 9: Check and Adjust the Project

• Check the Project Finish Date

• Check Costs

• Check Resource Assignments

• Set the Project Baseline

Lesson 10: Track Project Information

• Collect Progress Information

• Enter Actuals in a Waterfall Project

• Update Status in an Agile Project

• Respond to Changes

Lesson 11: View Project Information

• See the Data You Need

• Change Columns in a Sheet View

• Print a View

• Work with More Views

Lesson 12: Customize Project Information

• Customize a Sheet View

• Customize a Gantt View

• Customize a Board View

• Set Options and Preferences

Lesson 13: Report Project Information

• Work with Reports

• Work with Dashboards

• Create a New Report or Dashboard

• Print a Report

Lesson 14: Obtain Project Acceptance

• Present the Project to the Sponsor

• Secure Official Project Sign-Off

• Celebrate With Your Team

Lesson 15: Retain Project History

• Document Lessons Learned

• Archive Project History

Hands-on Lab Activities

Establish a Strong Foundation

• Attaching a Document to a Project Plan

Set Up the Project and Tasks

• Adapting a Project Template

• Creating a New Blank Project

• Setting the Project Start Date

• Working with Tasks on the Task Sheet

Build the Schedule

• Setting Calendar Options

• Setting Deadlines

Set Up Resources

• Switching to the Resource Sheet

• Customizing Resource Calendars

Assign Resources to Tasks

• Assigning Work Resources to Tasks

• Assigning Material Resources to Tasks

• Assigning Cost Resources to Tasks

• Replacing a Resource Assignment

Check and Adjust the Project

• Adding the Project Entry Bar to the Project

• Setting a Project Baseline

View Project Information

• Sorting Project Information by a Specific Field

• Adjusting the Timescale

• Highlighting Project Information by a Specific Field

• Adding Columns to a Sheet View

• Printing the View as a PDF File

Customize Project Information

• Changing the Text Wrapping in a Sheet View Column

• Changing Text Alignment in a Sheet View Column

• Modifying Text Styles in a Sheet View

• Formatting Text for an Entire Sheet View

• Formatting Individual Text in a Sheet View

• Changing the Color Combination of all the Gantt Bars in a Gantt View

• Changing the Color of an Individual Gantt Bar

• Adding Text to the Timescale Area of a Gantt View

Report Project Information

• Creating a New Report

Table of contents for Project 2019 is as follows

Lessons 1: Introduction

Lessons 2: Fundamentals

• Module A: Setting default options

• Module B: Exploring the Project environment

• Summary

Lessons 3: Starting a new project schedule

• Module A: Project schedule templates, calendars, and workflow

• Module B: Tasks, durations, and milestones

• Summary

Lessons 4: Task types, effort-driven scheduling, and task constraints

• Module A: Task types

• Module B: Lag time and lead time

• Module C: Task constraints

• Summary

Lessons 5: Working with resources

• Module A: Resource types

• Module B: Resource calendars

• Module C: Assigning resources

• Summary

Lessons 6: Managing the project schedule

• Module A: The critical path and the project baseline

• Module B: The tracking Gantt chart and updating tasks

• Summary

Lessons 7: Printing reports

• Module A: Views and dashboards

• Module B: Other reports

• Summary

Lessons 8: Introduction

Lessons 9: The Quick Access Toolbar and advanced calendar topics

• Module A: The Quick Access Toolbar

• Module B: Advanced calendar topics

• Summary

Lessons 10: Working with tasks

• Module A: Task notes, task deadlines, and task priorities

• Module B: Miscellaneous task features and functions

• Summary

Lessons 11: Working with resources

• Module A: Grouping, sorting, filtering, and highlighting resources

• Module B: Resource working time and resource pools

• Module C: Resource budget cost items

• Summary

Lessons 12: Managing the project schedule

• Module A: Multiple baselines and interim plans

• Module B: Setting and using a status date

• Module C: Resolving resource conflicts and scheduling issues

• Module D: Delaying a task

• Summary

Lessons 13: Other views and shortcuts

• Module A: The Task Form, Task Details Form, and Task Name Form

• Module B: The Resource Form

• Module C: Compound views and the Relationship Diagram

• Summary

Lessons 14: Working with multiple projects and project integrations

• Module A: Consolidating multiple projects

• Module B: Project Server, Project Online, and SharePoint

• Summary

Lessons 15: Working with Project data and closing out a project

• Module A: Working with Project data

• Module B: Closing out a project

• Summary

Hands-on Lab Activities

Fundamentals

• Setting Tasks in All New Projects as Auto Scheduled

• Opening a Project

Starting a new project schedule

• Creating a Project Schedule from a Template

• Creating a New Base Calendar and Adding a Holiday

• Setting Up the Initial Project Workflow

• Entering and Promoting a Summary Task

• Deleting a Task

• Inserting a Task

• Adding a Recurring Task

• Configuring the Project Timescale

Task types, effort-driven scheduling, and task constraints

• Changing Task Types and Setting the "Effort driven" option

• Setting Lag Time and Lead Time for Project Tasks

• Setting Task Constraints

Working with resources

• Entering Resources and Related Information

• Creating, Modifying, and Applying a Resource Calendar to a Project

• Assigning and Working with Resources

Managing the project schedule

• Setting a Project-Schedule Baseline

• Updating Tasks' Percentage of Completion

• Updating the Actual Start Date in the Tracking Gantt View

• Splitting a Task in the Tracking Gantt View

• Inactivating a Task in the Tracking Gantt View

Printing reports

• Creating and Printing a Dashboard Report

• Creating and Printing a Resource Report

• Creating and Printing a Costs Report

• Creating and Printing an In Progress Report

The Quick Access Toolbar and advanced calendar topics

• Adding and Moving Quick Access Tools

• Creating and Implementing a 24-hour Calendar

• Implementing a Task Calendar

Working with tasks

• Adding and Formatting Task Notes

• Setting a Task Deadline

• Setting Task Priority

• Sorting Tasks

• Filtering Tasks

• Adding Fixed Cost to Tasks

Working with resources

• Setting Working Time For Specific Resources

• Creating a Resource Pool

• Sharing a Resource Pool

• Setting Up a Task Usage View

• Creating a Budget Cost Resource

• Creating a Budget Work Resource

• Creating a Budget Material Resource and Assigning It to the Project Summary Task

Managing the project schedule

• Setting Multiple Project Baselines

• Using a Status Date to Update a Project Schedule

• Using Resource Leveling to Manage Overallocated Project Resources

• Delaying a Task

Other views and shortcuts

• Implementing the Relationship Diagram in a Compound View

Working with multiple projects and project integrations

• Consolidating Projects

Working with Project data and closing out a project

• Copying the Timeline to a PowerPoint Presentation

• Annotating a Project Schedule View

• Exporting Project Data to Excel

• Capturing and Using Project Data in PowerPoint

• Creating a Cost Overruns Report with Headers and Footers

• Creating a Template File from a Project