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EXECUTE YOUR PROJECTS ON-TIME AND ON-BUDGET
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Microsoft Project Fundamentals

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 Microsoft Project to create, communicate, and manage project plans.

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This course will help you:

  • Immediately improve the application of Microsoft Project to your own project workload

  • Allocate and share resources, and resolve conflicts

  • Produce simple and customised reports

  • Accurately monitor multiple projects through proven tracking and updating techniques

  • Understand and navigate Microsoft Project tables and views

  • Create and customise calendars to manage resource working times

  • Follow best practice processes to create project plans from scratch

  • Apply task constraints and deadlines

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Who should attend:

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Anyone who is responsible for monitoring the execution of a project and/or has multiple projects to administer.

Format:

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  • Full-day or two half-days, instructor-led sessions using MS Project

  • Follow-up coaching session to reinforce learning

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Tools Provided:

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  • Comprehensive Learning Guide and Resource Manual

  • Subscription to our monthly LearningLink e-newsletter

Detailed Synopsis:

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Unit 1 - A Quick Tour

  • Understand the nature of Microsoft project and its two dynamic databases.

  • Learn about fields, tables, and formulae to adjust and create useful views for data entry and project monitoring.

  • Set Microsoft Project options and defaults to minimise data entry time and errors.

  • See shortcuts and methods to navigate quickly around a project sheet.

  • Learn task creation basics, including subject, duration and cost, and see an overview of task dependencies.
     

Unit 2 - The Upsize Project

  • An introduction to the first case study.
     

Unit 3 - Creating a New Project

  • Learn the steps for creating a new project file.

  • Create and edit project calendars, view base calendars, and create customised shift calendars.

  • Enter relevant project-level information.

 

Unit 5 - Tasks Durations and Status

  • Learn how to enter task durations onto project tasks, as well as best practices to make better quality estimates.

  • Find project status information quickly and easily.

  • Understand project slack.

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Unit 6 - Creating Task Relationships

  • Understand task interconnectivity, and how to use predecessors and successors to link project tasks.

  • Create complex task connections including lead and lag, using multiple methods and Microsoft Project features.
     

Unit 7 - Resourcing a Project

  • Discuss the importance of project resourcing, and how to create and manage a Resource Sheet.

  • Assign project calendars to resources and understand its effects on tasks.

  • Adjust and store useful resource information.
     

Unit 4 - Creating Tasks

  • Learn the most efficient methods for inputting project tasks with all relevant data from subject to cost to detailed task notes.

  • Learn project techniques, including Summary Tasks and Milestone Tasks, which help monitor project progress.

  • See how task names can be formatted to draw focus or streamline project views.

  • Learn how to enter task durations onto project tasks, as well as best practices to make better quality estimates.

  • Find project status information quickly and easily.

  • Understand project slack.
     

Unit 8 - Assigning Resources

  • Assign resources to tasks using multiple methods and Microsoft Project techniques.

  • Understand the difference between full-time and part-time resources in a project, and how Microsoft Project manages these.

  • Learn how the "effort-driven" feature helps or hinders project task durations when assigning resources.

 

Unit 9 - Resource Levelling

  • Learn simple levelling features within Microsoft Project, to help resolve resource conflicts.

  • Assign overtime to a task to resolve resource conflicts.
     

Unit 10 - Constraints and Deadlines

  • Learn how task constraints and deadlines can be entered and managed within Microsoft Project.

  • Refresh project progress and tracking skills.
     

Unit 11 - Project Monitoring

  • Learn the importance of features that allow measuring and comparison of project plan stages.

  • Create and view project Baselines.

  • View task slippage information and track progress using multiple methods

  • Create and customise Microsoft Project reports.

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