Microsoft Project Training

Part 1: Get started with Microsoft Project

1. Project, project management, and you

• Practice files
• Meet the Project program
• Meet the Project family
• See the new features in Project
• Review features in earlier versions
• Take a project manager’s perspective
• Let’s get started!

2. Take a guided tour

• Practice files
• Explore the Project user interface
• Manage files and set options in the Backstage view
• Work with schedule details in views
• Use reports to check a plan’s status
• Skills review
• Practice tasks

Part 2: Simple scheduling basics

3. Start a new plan

• Practice files
• Create a new plan and set its start date
• Set nonworking days in the project calendar
• Enter the plan title and other properties
• Skills review
• Practice tasks

4. Build a task list

• Practice files
• Create tasks
• Switch task scheduling from manual to automatic
• Enter task durations and estimates
• Enter milestone tasks
• Create summary tasks to outline the plan
• Link tasks to create dependencies
• Check a plan’s duration and finish date
• Document task information
• Skills review
• Practice tasks

5. Set up resources

• Practice files
• Set up work resources
• Enter the maximum capacity for work resources
• Enter work resource pay rates
• Adjust working time in a resource calendar
• Set up cost resources
• Document resources by using notes
• Skills review
• Practice tasks

6. Assign resources to tasks

• Practice files
• Assign work resources to tasks
• Control work when adding or removing resource assignments
• Assign cost resources to tasks
• Check the plan after assigning resources
• Skills review
• Practice tasks

7. Format and share your plan

• Practice files
• Customize a Gantt chart view
• Add tasks to a Timeline view
• Customize reports
• Copy views and reports
• Print views and reports
• Skills review
• Practice tasks

8. Track progress: Basic techniques

• Practice files
• Understand progress tracking
• Save a baseline of your plan
• Track a plan as scheduled
• Enter a task’s completion percentage
• Enter actual values for tasks
• Skills review
• Practice tasks

Part 3: Advanced scheduling techniques

9. Fine-tune task scheduling

• Practice files
• See task relationships by using Task Path
• Adjust task link relationships
• Control task scheduling by using constraints
• Interrupt work on a task
• Adjust working time for individual tasks
• Control task scheduling by using task types
• See task schedule details by using the Task Inspector
• Skills review
• Practice tasks

10. Fine-tune task details

• Practice files
• Enter deadline dates
• Enter fixed costs
• Create a recurring task
• View the plan’s critical path
• Schedule summary tasks manually
• Skills review
• Practice tasks

11. Fine-tune resource and assignment details

• Practice files
• Change resource availability over multiple date ranges
• Work with multiple resource pay rates
• Change resource pay rates over different date ranges
• Delay the start of assignments
• Apply contours to assignments
• Create and assign material resources
• View resource capacity
• Adjust assignments in the Team Planner view (Project Professional only)
• Skills review
• Practice tasks
• Change resource pay rates over different date ranges

12. Fine-tune the Project plan

• Practice files
• Examine resource allocations over time
• Resolve resource over allocations manually
• Level over allocated resources
• Check the plan’s cost and finish date
• Inactivate tasks (Project Professional only)
• Skills review
• Practice tasks

13. Organize plan details

• Practice files
• Sort plan details
• Group plan details
• Filter plan details
• Create new tables
• Create new views
• Skills review
• Practice task

14. Track progress: Detailed techniques

• Practice files
• Update a baseline
• Track actual and remaining work for tasks and assignments
• Track time phased actual work for tasks and assignments
• Reschedule incomplete work
• Skills review
• Practice tasks
• Reschedule incomplete work

15. View and report project status

• Practice files
• Examine a plan’s variance
• Identify tasks that have slipped
• Examine task costs
• Examine resource costs
• Skills review
• Practice tasks

Part 4: In-depth and special subjects

16. Format and print views: In-depth techniques

• Practice files
• Format a Gantt chart view
• Format a Timeline view
• Format a Network Diagram view
• Format a Calendar view
• Print and export views
• Skills review
• Practice task

17. Format reports: In-depth techniques

• Practice files
• Create a custom report
• Customize charts in a report
• Customize tables in a report
• Skills review
• Practice tasks

18. Customize Project

• Practice files
• Share custom elements between plans
• Record and run macros
• Edit macros
• Customize the ribbon and Quick Access Toolbar
• Skills review
• Practice tasks

19. Share information with other programs

• Practice files
• Copy Project data to and from other programs
• Open files in other formats in Project
• Save to other file formats from Project
• Generate reports with Excel and Visio
• Skills review
• Practice tasks

20. Consolidate projects and resources

• Practice files
• Share a resource pool across multiple plans
• Consolidate plans
• Create dependencies between plans
• Skills review
• Practice tasks

21. Use Agile project management with Project

• Practice files
• Navigate the Agile project management template
• Reset the Agile project management template
• Create the product backlog
• Create the Agile team
• Plan a sprint
• Record progress from daily scrum meetings
• Generate reports for sprint reviews
• Sources for more information
• Skills review
• Practice task