WELCOME TO MICROSOFT PROJECT - UP TO SPEED!

 This course helps you to get up and running quickly with Microsoft’s powerful project management system. This handy step-by-step class starts from scratch, starting with basic topics and moving on to more advanced features of the application, designed to help you to become more productive more quickly. 

 In no time at all you’ll be navigating Microsoft Project’s interface, create projects, entering tasks, creating project calendars, creating task dependencies, entering and managing resources and costs, splitting and postponing tasks, working with views, and working with Task Boards and Agile features.  You’ll also learn how to update and track the progress of your projects, how to generate relevant reports, import data from other applications into Project, export data from Project to other applications, and much more. 

Who is this course for?

This course was created for people new to project management as well as well-seasoned project managers looking to learn a new and powerful project management application.  This course will also be helpful for those coming from a previous version of Microsoft Project or those looking to delve more deeply into the Project application.  


WHAT DOES THE COURSE INCLUDE?

- Step-by-step instructional videos that are easy to follow.

- Downloadable lesson files allowing you to follow along with the instructor.

- Support for any questions you may have


WHAT YOU'LL LEARN:

  • The Basics. We’ll begin by creating a new Microsoft Project file and then take a look at the project environment. You’ll start by entering in information about your project and then set some project options. You learn how to create a project from a template as well as obtaining help from within the application.

  •  Working with Tasks.  Next, we begin entering tasks into our project. You’ll learn how to edit tasks, rearrange tasks, insert and delete tasks as well as add a summary task. Additionally, you’ll learn how to outline tasks, add recurring tasks and Work Breakdown Structure (WBS) codes.

  • Linking and Scheduling Tasks:  In this section, we’ll take a look and task relationships and task dependencies, and you’ll learn how to link dependent tasks to each other.  You work with adding lead time and lag time to your projects as well as how to set and modify task dependency.  Together, we’ll split tasks that need to be postponed, set task constraints, set milestone tasks and set task deadlines.  You’ll also learn how to work in Network Diagram View to get a different perspective on your project.  
  • Resources and Costs:  We’ll go in-depth working with the resource area of Microsoft Project. We’ll work with entering resources and creating a resource calendar. You’ll learn how to assign resources to tasks, filter resources and enter in resource costs. We’ll also look at how to enter in fixed costs and how to use the cost table. You’ll also learn about effort-driven scheduling.

  • Working with Views:  To help you manage your project effectively, you’ll learn how to work with a variety of different views. You’ll work in calendar view, task usage, and resource usage views and split views. You’ll also learn how to format a Gantt Chart, print a view, use Project’s various Tables as well as how to apply an AutoFilter to a view. We’ll also work with Project’s relatively new Agile features and its Team Planner view.

  • Finalizing the Plan: In this section, you’ll learn how to identify slack in your project as well as viewing your project’s critical path. You’ll create and save both a baseline plan as well as an interim plan. You’ll also learn how to determine which of your resources are overallocated and how to level those overallocations.

  • Updating and Tracking Projects:  At this stage, you’ll begin updating the progress of your tasks. You’ll update work performed as well as manually updating the costs of your project. You learn how to reschedule uncompleted tasks, filter tasks, and display variances. You’ll also learn how to view the Progress Lines of your project.

  • Working with Data from Other Applications: Next, we’ll learn how to copy and paste data to other applications. You’ll learn how to import a task list, create an import map and export project data. You’ll also learn how to use the Copy Picture command as well as sharing a Project file with others.

  • Working with Reports: In this section, you’ll begin working with Project’s various reports. You’ll learn how to print a view as a report as well as view Project’s standard reports. You’ll customize reports, modify report formatting, modify report headers and footers and add graphics to your reports. You’ll also learn how to adjust report margins and send your reports to the printer. We’ll also work a bit with visual reports and you learn how to work with and create visual report templates.

  • Manage Multiple Projects: In this lesson’s videos, we’ll learn how to create a resource pool that you use among multiple projects. You’ll learn how to link projects to a resource pool and update resource pool information. You’ll also learn how to consolidate projects using master projects and subprojects, how to link tasks between projects and how to share elements between your different projects. We’ll end by creating a project plan template.

  • Formatting a Project File:  Lastly, you’ll learn how to format the various elements of your project file.  You’ll format and change bar styles, format timescales, create custom fields, tables and views, create custom groups and use Microsoft Project’s drawing tools.  You’ll also learn how to automate tasks with macros that you’ll create yourself.

 
By the end of this course, you’ll learn how to create, organize and manage an in-depth project, allowing you to effectively stay on top of hundreds of tasks and resources with ease.

MY PROMISE TO YOU!

I'll be here for you every step of the way so if you have any questions at all that come up related to Microsoft Project or to the course content as you’re working through the course, please let me know.  Feel free to post your question in the course or send me an email. 

I want to ensure that this is the best course on how to use Microsoft Project so if you have any suggestions on how I can improve the course, please let me know.

Are you ready to begin your Microsoft Project journey?  Then, click the enroll icon and let’s get started!

 - Roger



Course curriculum

  • 1

    Introduction

    • Before You Begin

    • Introduction

    • Download Course Lesson Files

    • Download the Course Guide

  • 2

    Lesson 1 - Microsoft Project Basics

    • Understanding Project Management

    • Launching Project

    • The Project Environment

    • Creating a New Project

    • Entering Project Information

    • Saving a Project File

    • Opening and Pinning an Existing Project File

    • Hiding the Ribbon

    • Setting Project Options

    • Creating a Project Calendar

    • Using Tell Me to Obtain Help

  • 3

    Lesson 2 - Working with Tasks

    • Entering Tasks

    • Rearranging Tasks

    • Inserting and Deleting Tasks

    • Adding a Project Summary Task

    • Outlining Tasks

    • Adding a Recurring Task

    • Displaying WBS Codes

    • Customizing WBS Codes

    • Displaying the Task Summary Pane

    • Editing Tasks

  • 4

    Lesson 3 - Linking & Scheduling Tasks

    • About Task Relationships

    • Adding Lead Time and Lag Time

    • Changing Task Dependency

    • Splitting Tasks

    • Setting Task Type

    • Setting Task Constraints

    • Setting Milestone Tasks

    • Setting Task Deadlines

    • Inspecting a Task

    • Linking Tasks

    • Working in Network Diagram View

  • 5

    Lesson 4 - Resources and Costs

    • Entering Resources

    • Creating a Resource Calendar

    • Assigning Resources to Tasks

    • Filtering Resources

    • Effort-Driven Scheduling

    • Entering Resource Costs

    • Entering Fixed Costs

    • Using the Cost Table

  • 6

    Lesson 5 - Working with Views

    • Working in Calendar View

    • Formatting a Gantt Chart

    • Using More Views

    • Using Split Views

    • Using Task Usage & Resource Usage Views

    • Sorting Tasks and Resources

    • Using Auto-Filters

    • Using Tables

    • Using Task Board View

    • Printing a View

    • Using Project's Agile Features

    • Using Team Planner View

  • 7

    Lesson 6 - Finalizing the Plan

    • Viewing the Critical Path

    • Identifying Slack in a Project

    • Saving a Baseline Plan

    • Saving an Interim Plan

    • Overallocated Resources

    • Leveling Overallocated Resources

  • 8

    Lesson 7 - Updating & Tracking Projects

    • Updating Task Progress

    • Updating Work Performed

    • Manually Updating Costs

    • Rescheduling Uncompleted Tasks

    • Filtering Tasks

    • Displaying Variances

    • Viewing Progress Lines

  • 9

    Lesson 8 - Working with Data from Other Applications

    • Copying and Pasting to Other Applications

    • Creating an Import Map

    • Exporting Project Data

    • Using the Copy Picture Command

    • Importing a Task List

    • Sharing a Project File

  • 10

    Lesson 9 - Working with Reports

    • Viewing Standard Reports

    • Modifying Report Formatting

    • Modifying a Header and a Footer

    • Inserting a Graphic into a Report

    • Adjusting Report Margins

    • Printing a View as a Report

    • Printing a Report

    • Creating Visual Reports

    • Customizing a Report

    • Working with Visual Report Templates

  • 11

    Lesson 10 - Managing Multiple Projects

    • Creating a Resource Pool

    • Linking Projects to a Resource Pool

    • Updating Resource Pool Information

    • Consolidating Projects

    • Linking Tasks between Projects

    • Sharing Elements between Projects

    • Creating a Project Plan Template

  • 12

    Lesson 11 - Formatting a Project File

    • Formatting Bar Styles

    • Changing Bar Styles

    • Formatting Timescales

    • Creating Custom Fields

    • Creating Custom Views

    • Creating Custom Tables

    • Creating Custom Groups

    • Using Drawing Tools

    • Creating a Macro

    • Conclusion