Microsoft Project, 3 day

Overview:

The course begins with the basic concepts and leads students through all the functions they’ll need to plan and manage a small to medium-size project, including how to level resources and capture both cost and schedule progress.

Outline:

Lesson 1: Introduction to Microsoft Project

• Describe how Project relates to the discipline of Project management.
• Learn what the new features are in Project.
• Navigate to the primary views available using the Ribbon.
• Choose Views that display task, resource, or assignment information.
• Select table within views to change the information that is available to see and edit.
• Relate the features of Project to the 5 steps for building a plan in Project.
• Lab 1: Introduction to Mastering Microsoft Project

Lesson 2: A Quick and Easy Overview of Managing with Project

• Create a new project and prepare it for data entry.
• Enter project tasks.
• Sequence the tasks.
• Define resources.
• Estimate Task duration and assign resources.
• Baseline the project.
• Track project progress.
• Lab 1: Creating a Basic Project with a template
• Lab 2: Creating a Basic Project

Lesson 3: Setting Up a Project

• Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list.
• Establish one or more calendars to constrain resource availability.
• Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date backward.
• Lab 1: Setting Up a Project

Lesson 4: Manually Schedule vs. Auto Schedule

• Students practice switching tasks between Manually Schedule and Auto Schedule modes. By switching modes, students learn the impact made on the project schedule and the individual tasks.
• Lab 1: Explore Task Modes

Lesson 5: Creating a Work Breakdown Structure

• Build and use summary and subordinate tasks.
• Understand and use milestones.
• Develop WBS Outlines.
• Assign completion criteria.
• Evaluate the WBS.
• Understand and use WBS templates.
• Lab 1: Manipulate a WBS
• Lab 2: Supporting the Project Plan

Lesson 6: Identifying Task Relationships

• Understand the different types of task relationships.
• Understand and use various methods to create relationships.
• Determine and display task sequence.
• Understand and use lag, lead, and delay.
• Understand the new feature of Task Paths.
• Lab 1: Display the sequence

Lesson 7: Defining Resources within Project

• Define resource types.
• Define individual resources that will be used on the project.
• Record the cost (s) of using each type of resource.
• Record the limit of availability for each type of resource by establishing a resource calendar and defining the maximum units of that resource.
• Lab 1: Resource Calendar and Availability

Lesson 8: Making Work Package Estimates

• Enter estimates for duration and costs for each task.
• Distinguish between task types and describe when each is appropriate.
• Describe the relationship between work, units, and duration.
• Describe the way Effort Driven scheduling is affected by work, units, and duration.
• Assign tasks to resources using the Team Planner view.
• Lab 1: Work, Duration and Labor

Lesson 9: Creating an Initial Schedule

• Calculate float and identify a project’s critical path.
• Understand and identify task constraints.
• Create milestones.
• Use the Task Inspector to troubleshoot the initial schedule.
• Lab 1: Calculating an Initial schedule

Lesson 10: Create a Resource Leveled Schedule

• Adjust a project schedule to account for limited people and other resources.
• View the overall cost and schedule of a project.
• Identify resources that have been overallocated for a project schedule.
• Use multiple ways to adjust tasks and assignments to remove over allocation for any resource.
• Lab 1: Resource Leveling

Lesson 11: Managing the Project

• Learn how to set a baseline.
• Lean how to enter and track project performance data.
• Learn how to apply different tracking methods.
• Learn how to perform a variance analysis on a project.
• Lab 1: The Baseline
• Lab 2: Baselining & Tracking Performance
• Lab 3: Variance

Lesson 12: Formatting Output and Printing Reports

• Print
• Views
• Formats
• Sorting
• Filtering
• Grouping
• Custom Fields
• Reporting
• Other File Formats
• Lab 1: Use the Grouping Feature
• Lab 2: Create Reports in Project

Lesson 13: Managing Multiple Projects

• Learn how to use common resources among multiple projects.
• Learn how to link tasks between multiple projects.
• Learn how to create a consolidated view of multiple projects.
• Lab 1: Identifying Overallocated Resources from a Resource Pool and Consolidated File

Lesson 14: Advanced Topics

• Learn how to customize the Ribbon and the Quick Access Toolbar.
• Learn how to customize WBS numbering.
• Learn the concepts of Formulas and Graphical indicators.
• Learn the purpose of the Global template and Organizer.
• Learn how to use Task Deadlines.
• Learn how to record a Macro.
• Lab 1: Recording a Macro in Project

Lesson 15: Summary

• Learn how to access the Office App Store.