Upcoming Microsoft Project Courses
Project: Level 1
Lesson 1: Create Your Project in Project
A project is simply a collection of tasks to be completed by a certain date. Begin developing your project plan by setting your calendar and choosing start and finish dates. Next, enter the specific tasks that will lead to completion.
- Become familiar with the various aspects and functions of the Project screen, including the Quick Access Toolbar, File Tab, Gantt Chart, and more.
- View and edit a project’s time frame.
- Create a framework for your project by using one of Project’s three built-in calendars, creating your own calendar, or setting options specific to your project.
- Explore the two ways of creating project tasks.
- Learn how to estimate a reasonable task duration.
Lesson 2: Manage Tasks in Project
Fine-tune the tasks in your project. Enter considerations into your project plan, such as the need for one task to be completed before the next can begin.
- Create detailed tasks and divide those tasks into subtasks. Learn to create summary and milestone tasks as well.
- Enter recurring tasks with a single entry.
- Create a note associated with a task.
- Become familiar with the four types of links available with dependent tasks.
- Use the Gantt Chart view to expand and collapse the list of tasks for a snapshot or a detailed view. Link tasks that relate to each other so that you can automatically monitor scheduling as the project plan progresses.
- Learn the difference between lag time and lead time and learn how to set each one.
- Explore the eight types of task constraints and learn how to apply a constraint to a task.
- Set a task deadline.
- Review the ways of inserting tasks.
Lesson 3: Manage Resources in Project
Tasks require resources, i.e. people, equipment, and materials. Having entered your tasks and their dependencies, you can complete the project plan by entering the specific resources that will be used to perform each task.
- Enter and keep track of detailed information about the people, places, and equipment required to complete tasks.
- Create a Resource Calendar, telling Project the scheduling circumstances of your resources, such as days and hours of availability and which base calendar applies to each.
- Explore two ways of assigning resources to tasks.
- Delay or split tasks for resources as necessary to ensure that tasks can be completed on schedule without overloading the resource.
- Use the Tasks Details Form to assign resources, change predecessors, and edit task information.
Lesson 4: Finalize Your Project in Project
Review your finished plan to make sure it can be completed according to the project duration. Create a standard against which actual progress will be compared as the project proceeds. Use reports to stay apprised of progress.
- Export and import data from Excel for use in your project plan.
- Use a variety of methods to shorten project duration as necessary.
- Display and view the critical path.
- Set a baseline against which to evaluate and adjust project progress.
Project: Level 2
Lesson 1: Follow Task Progress in Project
Keep Project informed as tasks move toward completion, and view this progress using a variety of methods, which allows you to easily stay apprised of overall project status.
- Update tasks as they move toward completion, including any changes to resources and notes that document relevant information.
- View task progress in a variety of views without changing any data.
- Reschedule a task, when necessary.
- Split a task when it has been interrupted or rescheduled.
- Move tasks forward or backward in the project plan.
- Use the Task Inspector to help you understand and resolve scheduling conflicts.
Lesson 2: Create Reports in Project
Project offers a wide variety of built-in reports for staying apprised of project progress and information. Learn to generate these reports, and create your own specialized reports for future use.
- View and print existing reports to evaluate task and resource usage, details, definitions, and more.
- Modify the built-in reports to better suit your needs.
- Create a variety of specialized reports when the built-in reports don’t display the needed information.
- Generate reports in Excel and Visio, creating PivotTables and PivotCharts in Excel and PivotDiagrams in Visio.
Lesson 3: Views, Tables, and Filters in Project
A complex project, with its myriad of tasks and resources, can quickly become unwieldy and difficult to manage. Explore a variety of techniques for displaying the information you need in a given moment or for a particular purpose.
- Review the Gantt Chart and learn to format its elements and timescale.
- While viewing tasks and/or resources, learn to sort them by various criteria.
- Create specialized tables to display particular information about tasks and resources in a worksheet view.
- Control how information is displayed on the screen by editing existing views.
- Use the zoom features to change the timescale or to zero in on a specific part of the project.
- Split the view to display either the project timeline or the project details while working.
- Create a custom view when one of the built-in views do not meet your needs.
- Create custom tables.
- Create a custom filter to display only the tasks you need to see.
- Use your custom view in multiple project plans.
Lesson 4: Advanced Topics in Project
Save universal project elements, i.e. a company calendar, individuals in your department, available equipment, common tasks, save them for use in future projects. Simplify your work using Project’s tools for sharing resources with others, splitting multi-faceted projects into manageable pieces, and more.
- Create an interim project plan to assist you in comparing actual project progress to that originally anticipated.
- Create a permanent set of project template information that can be used to create multiple projects, eliminating the need to create every project from scratch.
- Avoid time and usage conflicts when using resources also used by others by attaching your project to a resource pool, which tracks the availability of resources.
- Use the Organizer to make your custom views and tables created for one project available for use in within all your projects.
- Gain control over an unwieldy, multi-faceted project by dividing it into smaller pieces stored within a single, easy-to-manage master project plan.