MS Project Basics

The MS Project Basics course aims to help participants to manage projects, both small and large, by introducing them to Microsoft Project 2007. The course covers the important aspects of dealing with tasks and resources and pays particular attention to problem areas that often arise when using a computer to help manage projects. Upon completion of this course participants learn to turn data into usable and better information to aid in better decision making!

Course Duration:
2 Days – (12 Hours)

Participants should have an understanding of Windows and MS Office.

Course Content & Learning Objectives

After completing the programme, the student should be able to:

  • Open and close Project
  • Understand the Interface
  • Create a blank project
  • Create a project from a template
  • Open and close project files
  • Add tasks to a project
  • Set constraints on tasks
  • Understand key terms
  • View task information
  • Sort and filter tasks
  • Understand Task Indicators
  • Split tasks, Link and unlink tasks
  • Create summary and sub tasks
  • Create recurring tasks
  • Understand resources
  • Add and view resource information
  • Assign resources to tasks
  • Level resources
  • Understand different task and resource views, including the Team Planner
  • Use the Tools tabs and format the Timescale
  • Create a baseline
  • Update tasks and update the project
  • Understand the Project Status date
  • View the critical path
  • Use change highlighting
  • Create basic and visual reports
  • Compare projects
Course Modules

Module One: Getting Started

  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives

Module Two: Opening and Closing Project

  • Opening Project
  • Understanding the Interface
  • Creating a Project
  • Saving a Project
  • Opening and Closing Project Files
  • Closing Project

Module Three: Your First Project

  • About the Project Guide
  • Entering the Start Date for your Project
  • Setting the Project Calendar
  • Setting Holidays and Days Off
  • Defining the Units of Time (Days and Weeks)

Module Four: Adding Tasks

  • Understanding Key Terms
  • Entering Tasks
  • Viewing Task Information
  • Adding Notes to Tasks
  • Understanding Task Indicators

Module Five: Advanced Task Operations

  • Creating Summary Tasks
  • Creating Recurring Tasks
  • Changing the Order of Tasks
  • Deleting Tasks
  • Splitting a Task

Module Six: Scheduling your Tasks

  • Linking Tasks
  • Unlinking Tasks
  • Adding Lags and Leads to Task Relationships
  • Setting Deadlines
  • Setting Constraints

Module Seven: Adding Resources

  • Understanding Resources
  • Creating a Work Resource
  • Creating a Material Resource
  • Viewing Resource Information
  • Modifying the Resource Calendar

Module Eight: Assigning Resources

  • Understanding the Relationship between Work, Duration and Units
  • Assigning a Single Resource
  • Assigning Multiple Resources
  • Changing a Resource Assignment
  • Leveling Resources

Module Nine: Customizing Your Project View

  • Important Task Views
  • Important Resource Views
  • Customizing the Gantt Chart with the Wizard
  • Customizing the Gantt Chart Manually
  • Formatting the Time Scale

Module Ten: Creating Project Reports

  • Creating Basic Reports
  • Creating a Visual Report
  • Copying a Picture
  • Adding a Text Box and Shapes

Module Eleven: Finishing Your Project

  • Checking your Spelling
  • Using the Page Setup Dialog Box
  • Printing a Project View
  • E-mailing a Project

Module Twelve: Wrapping Up

  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

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