Mastering Microsoft Project for Project Managers

Course Length   2 Days / 14 PDUs

Course Abstract
Learn to use this powerful tool to manage projects. Build plans, create resource-leveled schedules, establish baselines, produce status reports and make clear task assignments. Project managers and team leaders will learn the features of this tool while following the same five-step planning method taught in our Principles of Project Management course. This presentation begins with the basic concepts and leads participants through all the functions they’ll need to plan and manage a small to medium-sized project. The course is loaded with tips for making the most practical use of this tool!

To get the most from any project management software, the user must understand the project management techniques upon which the software is based. This course presents the most popular project management software in the context of how a project manager will use it. Participants in this course learn the functions of the software and the project management concepts which make the software effective. This presentation begins with the basic concepts and leads participants through all the functions they’ll need to plan and manage a small to medium-sized project, including how to level resources and capture both cost and schedule progress.

Beginner and intermediate users of Microsoft Project that need to plan and manage a project using Microsoft Project.

Upon completion of this course, participants will be able to:

  • Understand the discipline of project management as it applies to using Project.
  • Leverage the new the Ribbon to navigate the application
  • Create a Work Breakdown Structure
  • Identify Task Relationships
  • Define Resources within Project
  • Make Work Package Estimates
  • Create an Initial Schedule
  • Create a Resource Leveled Schedule
  • Capture actual performance data
  • Format Output and Print Reports
  • Create new projects in SharePoint and Excel
  • Set up a Project with a Calendar, Start date, and scheduling method
  • Understand Manually Schedule vs. Auto Schedule modes
  • Set project baselines and use them to measure progress
  • Integrate Multiple Projects

Course Outline

Lesson 1 – Introduction to Mastering Microsoft Project
The value of project management software! How does Project integrate with the project management discipline? The best strategies for navigating the application using the new Ribbon. Includes introduction of features that are new in Project 2010.

Lesson 2 – A Quick and Easy Overview of Managing with Project
Get the big picture on using Project to plan and manage a project. See the high-level process that will be the basis for the remainder of the course.

Lesson 3Setting Up a New Project
Start a project off right. Open it from Excel or SharePoint or create a new project within Project. Establish a calendar and set the basic parameters for the scheduling engine.

Lesson 4 – Manually Schedule vs. Auto Schedule
A major new feature in Project 2010! Understand how to turn off Project’s scheduling engine and when to do it.

Lesson 5 – Building a work breakdown structure (WBS)
What is a WBS? Get a grip on tasks, summary tasks and milestones. Know the difference between WBS numbering and outline numbering. Guidelines for a better WBS.

Lesson 6 – Establish task relationships
Introducing task dependencies and network diagrams. What are lag, lead and delay? Format the network diagram.

Lesson 7 – Defining Resources within Project
Resources accomplish the work on projects. Know the different resource types and how to establish their characteristics.

Lesson 8 – Making Work Package Estimates
Create duration estimates and effort driven schedules. Use effort and task types to control Project’s scheduling engine.

Lesson 9 – Creating an Initial Schedule
Use critical path analysis to create a schedule. Understand scheduling constraints.  “Crash” a schedule.

Lesson 10 – Create a Resource Leveled Schedule
Balance the available people and other resources with the need for speed on your project. Realistic schedules have realistic expectations about resource availability.

Lesson 11 – Managing the Project
Capture plan vs actual information to identify performance problems and communicate project progress. Use a project baseline to find variance. How to split tasks and reschedule work.

Lesson 12 – Formatting output and printing Reports
Communicate effectively. Format the immense amount of information in Project into meaningful reports.

Lesson 13 – Managing Multiple Projects
Combine many smaller projects together to see multi-project views of resource use or coordinate among projects.


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Mastering Microsoft Project for Project Managers