Microsoft Project Fundamentals

What Will I Learn

By the end of this course, users should be very comfortable:

• Understanding and navigating Microsoft Project tables and views

• Setting up project calendars, entering working and non-working times

• Creating a new project from scratch

• Creating tasks, entering task durations, summary tasks and milestones

• Entering complex relationships including lag and lead time

• Establish a resource pool, assigning resources, identifying over-allocations and levelling resources

• Applying task constraints and deadlines

• Project monitoring including baseline analysis

Who Is This Microsoft Project Fundamentals Course For?

This course is designed for attendees of the Project Planning Breakthroughs program and, individuals who are responsible for monitoring the execution of a project and/or have multiple projects to administer.

How Will This Course Benefit Me Or My Business?

This program will enable participants to avoid common pitfalls and become competent users of Microsoft Project. By the end of this training, users should be comfortable using the program, by being able to create and manage a reasonably complex project

Overview

Unit 1 – Take a Quick Tour

• Opening a Template

• Viewing and understanding Gantt Entry / Gantt Schedule / Gantt Cost, etc.

• Inserting, re-naming and hiding fields

• Displaying and editing the View Bar

• View Bar Icons

• Relationship Models (Dynamic Scheduling)

• Linking and unlinking tasks

• Splitting tasks

• Adding Summary Headings and Milestones

• Using the Outline Tool

• Viewing the task information box

• Moving about a Sheet

Unit 2 – The Upsize Project

• New Project Overview

• Understanding the Upsize Project

• General Manager (GM)

• Director of Information Technology (DIT)

• Personnel and Administration Manager (PAM)

• Building and Maintenance Services Technician (BMST)

Unit 3 – Creating a New Project

• Setting Specific Calendar Options

• Pitfalls in Changing Options

• Adjusting the Standard Calendars

• Creating a New Calendar

• Specifying Project Summary Information

• Specifying Project Information

Unit 4 – Creating Tasks

• Overview of Creating Tasks

• Entering Tasks

• Creating Summary Tasks

• Working with Summary Tasks

• Entering Milestones

• Format Task Names

Unit 5 – Task Durations and Checking Status

• Task Duration Overview

• Entering Task Durations

• Upsize Durations

• Checking Project Status

• Understanding Project Slack

Unit 6 – Creating Task Relationships

• Overview of Creating Relationships

• Entering Lag Time Entering Lead Time

• Creating Relationships Using the Link Tool

• Creating Relationships Using Task Entry

• Using Task Information for Relationships

• Creating Relationships in a Sheet

Unit 7 – Resourcing a Project

• Overview of Resourcing

• Creating a Resource Pool

• Assigning Calendars to Resources

• Adjusting Resource Information

Unit 8 – Assigning Resources

• Overview of Assigning Resources

• Assigning Part Time Resources Assigning Resources Using Task Entry View

• Effort Driven Logic

• Assigning Resources in Task Information

• Assigning Resources in a Sheet

• Assigning Resources That You Don’t Have

• Assigning ALL remaining resources

Unit 9 – Resource Levelling

• Resource Levelling Overview

• Tracking Down Overallocations

• Assigning Overtime

Unit 10 – Constraints and Deadlines

• Overview of Constraints & Deadlines

• Reviewing Our Project

• Adding a Constraint

• Creating a Deadline

Unit 11 – Project Monitoring

• Overview of Project Monitoring

• Creating A Baseline

• Getting Project to Update Progress

• Manually Updating Task Progress

• Tracking Actuals on a Gantt Chart

• Using the Tracking Box

• Viewing Task Slippage

Audience

This workshop is suitable for new users through to self-taught, long-term users of Microsoft Project. Users who are responsible for monitoring the execution of a project and/or have multiple projects to administrator.

Format

• 1-Day facilitator-led session (face to face)

or

• 2 x 4 Hours live online facilitation (virtual)

This workshop is not suitable for Mac Users. Should you have a Microsoft Office for Mac training requirement, please contact us for assistance.

Whats Included

• Comprehensive Learning Guide