Microsoft Project – Introduction

WORKSHOP DESCRIPTION

Microsoft Project is software designed to help you track, manage, and report on the many tasks and resources necessary to complete virtually any project. Work in every industry – construction, technology, pharmaceutical – is being organized around projects. Our Microsoft Project training is designed to help your team get up to speed quickly and manage projects efficiently.

This hands-on course will teach you the basics of this industry-standard software.

Course content is updated for the current Microsoft Project 365 desktop experience, including Project Plan subscription versions where applicable.

WHO SHOULD ATTEND:

• New Microsoft Project users
• Anyone with a need for basic Microsoft Project training.

YOU WILL LEARN:

• Understand the basic purpose and operation of the software and work with windows, Ribbon tabs and buttons, and views
• Create a new project
• 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 OUTLINE

Getting Started with Microsoft Project

• 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 Over Allocations
• Locating Resource Over Allocations
• Resolving Resource Over Allocations
• 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

METHODS TO BE USED

This is a live, instructor-led workshop with hands-on exercises.

Participants are requested to bring their computers to the session. Laptops are also available to rent for an additional fee.