Duration

3 days

Introduction

This course presents the skills that participants need to get the most out of Microsoft Project 2016. The course covers topics such as familiarizing with Project 2016 interface, setting up a project, adding & managing tasks, scheduling work, managing resources, creating a timeline, working with deadlines and constraints, working with data, adding the finishing touches, printing, and sharing. This course also includes customizing the display of Microsoft Project, view project status, working with Visual Reports, Linking between multiple projects and also sharing resources between multiple projects.

Pre-requisites

Working knowledge of the Microsoft Office and also some knowledge of working with files and folders on a computer are necessary.

Module 1: The Basics

The course begins with a look at how to get started with Project; use the welcome project; and create, open, and save a project.

Starting MS Project
Explore interface (Ribbon & Tabs)
Collapsing and Expanding the Ribbon
Customizing the Quick Access Toolbar
Open a Project File
The Project Work Area
Working with Views
Gantt Chart View
Working with Gantt Charts
Understanding Sheet Views
Working with Tables
Creating a New Project
Saving a Project
Exiting from Project 2016

Module 2: Setting Up a Project

Build Project Plan
Identify the steps & components
Working with Project Calendars
Calendar Options
Changing Calendar Options
Working with Calendars
Modifying the Standard Calendar
Entering Public Holidays
Creating a New Resource Calendar
Setting Up Project Information
Entering File Properties

Module 3: Creating Tasks

This module shows students how to organize tasks into phases.

Understanding Tasks
Input Tasks
Organizing Tasks into Phases
Create Summary Tasks
Working with Tasks
Insert, Delete, Move, Copy tasks
Input Task Durations
Using duration abbreviations
Entering Milestones
Scheduling
Linking and Unlinking Tasks
Understanding Task Dependencies
Viewing Project Finish date

Module 4: Managing Resources

Resources are a critical part of any project and this module takes a look at managing them.

Understanding Resources
Entering Resources
Using the Resource Sheet view
Entering Work, Material & Cost Resources
Changing Currency unit
Using the Resource Information Dialog
Assigning Resources to Tasks
Resource Assignment Calculations
Making assignments
First assignment
Making multiple assignments
Adding Additional Resources
Adding more of the same Resources
Removing and Replacing Resource Assignments
Understanding Effort Driven scheduling
Working with non effort driven tasks
Working with effort driven tasks

Module 5: Fine Tuning Tasks

Creating Recurring Tasks
Inactivating Tasks (Project Professional only)
Creating and assign a New Task Calendar
Using the Task Information Dialog
Adding Notes & Hyperlink
Using Lag and Lead Time
Setting Deadlines
Creating Constraints

Module 6: Fine Tuning Resources

Updating Resource Details
Enter Resource availability
Multiple Cost Rate
Create and Assign Resource & Resource Base Calendar
Understanding Resource workloads
Understanding Resource Levelling
Tracking Down Over Allocations
Checking Resource Usage
Creating an Over Allocation Report
Changing Work Effort
Understanding Overtime
Assigning Overtime

Module 7: Working with Project Costs

Understanding Project Costs
Reviewing Current Costs
Entering Variable Costs
Assigning Fixed Costs
Assigning Material Costs
Viewing Project Costs
Overall Cost, Task Costs, Resource Cost

Module 8: Project Tracking

Creating a Baseline
Automatically Updating Tasks
Manually Updating Tasks
Entering Delayed Tasks
Tracking Actuals on a Gantt Chart
Using the Tracking Box
Viewing Task Slippage
Viewing Project Status

Module 9: Formatting Projects

Understanding the Timescale
Changing Time Periods
Showing Tiers
Working with Gantt Chart
Changing styles, bar text
Formatting selected Bars
Changing Bar Styles
Working with Timeline
Showing and Hiding the Timeline
Customizing Timeline Tasks
Changing the Font for Individual Timeline Items
Modifying Global Text Styles
Copying the Timeline

Module 10: Printing Gantt Charts

Using Print Preview
Printing Specific Dates and Pages
Printing Headers & Footers
Working with the Legend
Getting the Right Report Fit
Exporting to PDF

Module 11: Project Views

Understanding Project Views
Working with Standard Views
Creating a Custom View
Create a Custom Combination View
Saving an Existing View
Deleting Unwanted Views
Keeping New Views local

Module 12: Tables

Exploring Tables
Creating a New Table
Adding Fields using Add New Column
Adding Fields using Insert Column
Adding Custom Fields
Keeping track of task status using Custom Fields
Formatting Table Fields
Create a simple lookup table
Using Custom Table

Module 13: Graphical Reports

Understanding Graphical Reports
Viewing Reports
Creating a New Report
Formatting Chart Objects
Manipulating Report Data
Filtering Report Data
Enhancing Report Appearance
Removing Unwanted Reports

Module 14: Visual Reports

Understanding Visual Reports
Understanding Excel Visual Reports
Create Visual Reports from a Template
Choosing Fields to display in a Visual Report
Filtering a Visual Report
Formatting a Visual Report
Saving Visual Report as a Template
Using Custom Visual Report Template

Module 15: Linking & Combining Projects

Understanding Linked Projects
Viewing multiple projects in a single Gantt Chart
Working with Subprojects
Create Master project file
Insert subproject files
Linking subprojects
Opening Master project file

Module 16: Shared Resources

Understanding Resource Sharing
Create a Common Resource Pool
Linking to an External Pool
Linking a new profile to the Pool
Working with Shared Resources
Managing Shared Resources
Opening Shared Resources projects
Opening the Resources Pool only
Assembling & Working with Resource Master

Module 17: Import & Export Data

Export
Copying Table Data to Excel
Export to Excel using a Map
Import
Importing data from Excel

Programme scope, delivery arrangements and suitability are confirmed during enquiry.

Managing Projects with Microsoft Project 2016 (Basic – Advanced)