Microsoft Project is designed to help users set realistic goals for project teams and customers by creating schedules, managing resources and budgets, updating ongoing work as it is completed, rescheduling incomplete work as necessary, and creating different views and reports.
Learning Objectives:
By the end of this course, users should be comfortable managing the Project environment, working within task structures, managing and allocating resources, generating views, and creating reports. You will:
- Link projects and work with master projects and subprojects
- Create and use resource pools
- Baseline a project
- Work with custom fields
- Change task lists and create network diagrams
- Use lag and lead
- Update project work completed and uncompleted
- Analyze earned value
- Allocate and level work resources
- Use existing Project reports
- Create custom Project reports
Target Student:
This course is intended to help all users get up to speed with Microsoft Project’s more advanced features, including task management, timelines, earned value calculation, custom reports, allocating resources, and custom views.
Course Outline:
Section 1: Managing the Project Environment
Link Projects
Master Projects and Subprojects
Dependencies
Create and Use Resource Pools
Update and Unlink a Resource Pool
View Resource Availability Across Projects
Create and Modify Baselines
View Variance with Baselines
Section 2: Working with Custom Fields
Work with Custom Fields
Create Lookup Tables
Add Formulas
Add Graphical Indicators
Work with Custom Field Options
Section 3: Managing Task Structure
Schedule Options
Insert, Move, and Delete Tasks
Unlink and Relink Tasks
Task Inspector
Display Task Paths
Create a Network Diagram
Add Lead and Lag Time
Section 4: Managing the Critical Path
Understand the Critical Path
View the Critical Path
Work with Float (Slack)
Section 5: Update Project Work
Set the Status Date
% Complete vs. Physical % Complete
Marking Tasks on Track
Update Work Completed
Use the Update Project Dialog
Reschedule Incomplete Work
Section 6: Analyzing Earned Value
Earned Value
Earned Value Methods
Earned Value Reports
Earned Value Tables
Section 7: Working with Project Resources
Resource Information Dialog Box
Resource Costs
Resource Notes
Allocate and Level Work Resources
Work with the Team Planner
Manage Unassigned Tasks
Work with Resource Allocation and Overallocation
Resource Levelling
Replace and Remove Assigned Resources
Section 8: Producing Project Reports
Dashboard Reports
Resource Reports
Cost Reports
In Progress Reports
Create Custom Reports
Report Design and Format
Add Charts
Table Design and Layout
Field List Options
Add Hyperlinks to Reports
Add Images to Reports
Export Visual Reports