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Microsoft Project – Introductory
Topic 1: Project Global Settings/Calendar
• Main concepts of Project Management
• The Microsoft Project screen & Gantt chart
• Creating and saving a new MS Project
• Inputting or coping Tasks (Manual or Automatic Options)
• Adding holidays etc. to the Microsoft Project Calendar
Topic 2: The Basic Gantt Chart & Default Colours
• Add new tasks and moving them on a Gantt chart
• Organizing tasks into Project summary task (also called phases)
• Creating task between tasks – these links are the very important
• Adding lead & lag time
• Applying constraints to tasks and errors that can occur
• Using elapsed time to ignore calendars (concrete curing or travel)
• Creating custom MS Project task calendars – if needed
• Adding a fixed cost for tasks
• The Critical Path in Microsoft Project
• Adding resources to the Project file
• Types of resources (People, Material or Cost)
• Assigning People, Material or Cost resources to various tasks
Topic 3: Refining the Schedule
• The MS Project scheduling formula
• Why & when to use effort-driven scheduling
• Understanding the three task types
• Setting up resource calendars (if needed)
• Resource costs (work, material and cost)
• Viewing the over allocations and levelling
• Options to creating different cost rates in MS Project
• Adding material consumption rates – if needed
Topic 4: Updating Progress Or Tracking
• Setting the baseline in Microsoft Project
• Viewing actuals against the baseline
• Tracking a Project as scheduled
• Tracking progress over time
• Entering 100%, 75%, 50% or 25% percentage complete
• Input the actual start, finish and durations
• Viewing the actual hours worked
• Specifying overtime in MS Project
• Over budget tasks
Topic 5: Viewing Reports
• MS Project summary details
• Formatting and Printing
• Grouping sets of like data
• Filtering specific data – this will reduce clutter
• Sorting specific data – only if needed
• The Print dialog & Page Set Up dialog
• Views and Reports
• Viewing and copying tables
• Finding the report, you want
• Executive high level reports versus detailed Project reports
Microsoft Project – Advanced
Topic 1: Working with Multiple Projects
• Sharing resources between projects with a Resource Pool
• Creating a Master or Consolidated file with sub projects in Microsoft Project
• Understanding sub-projects
• Creating and using MS Project templates
• Creating your own custom tables
Topic 2: Custom Views & Groups
• Creating custom Microsoft Project filters
• Adding custom MS Project views
• Adding custom Project reports
• Creating a Filter
Topic 3: Custom Fields
• Creating custom groups – Text, Number or Flags
• Options for custom fields in MS Project
• Adding calculated custom fields
• Adding custom indicators (icons such as Green, Yellow Or Red)
• Creating a custom Table
Topic 4: Compare & Optimize Schedules
• Changing the Network Analysis chart view
• Compare Projects to select the optimal plan
• Exporting data to Excel to further analyze it
• Creating & using Pivot Tables from exported Data
Topic 5: Macros in Project
• Benefits of macros
• Adding a new macro
• Running & testing the macro
Topic 6: Changing Project Options
• Downloading Microsoft Project Templates
• Creating a new template
• Using Templates to create a new file
• Using the Organizer to move or copy calendars
• Reporting on MS Project status