Advanced Microsoft Project Desktop and Online Versions

Name: Advanced Microsoft Project Desktop and Online Versions
Rating: 5.0 (4 reviews)

Master Advanced Tips & Tricks for MS Project Desktop – Plus Pros, Cons & Insights on MS Planner & Project Plan 1, 2 & 5

Created byMubasher Rehman - (Master of Engineering - Project Management)

Last updated 2/2025

English

What you'll learn

Advances tips and tricks of Microsoft Project Desktop Application
Automated Links and Recurring Activities
Making Customization – Text & Numbers
Custom Field Settings – Lookups and Formula Entry
Custom Field Settings – Different Summary Calculations
Dynamic Indicators for Status & Custom Costs Columns
Conditional Formatting in Microsoft Project
Creating Master Schedule from Multiple Sub Projects
CLOUD / ONLINE VERSIONS
Managing Multiple Projects Online - Multiple Users Input
Practical Overview of MS Planner
Practical Overview of PROJECT PLAN – 1
Practical Overview of PROJECT PLAN – 3
Practical Overview of PROJECT PLAN – 5

Course content

4 sections • 18 lectures • 3h 15m total length

Automated Links and Recurring Activities11:20
Master advanced ms project techniques, including automatic task linking with waterfall order and creating recurring tasks, while defining predecessors and using calendars to auto-calculate dates.
Managing Split Tasks in Microsoft Project7:19
Split a long task into multiple parts to simulate recurring work, using the split task tool in the schedule view, adjusting dates to create gaps while preserving total duration.
Making customization - Text and Number formats6:46
Learn to customize MS Project by adding and renaming text and number columns, such as country, city, address, and arithmetic fields, using insert column and custom fields.
Custom Field Settings – Lookups and Formula Entry9:20
Explore custom field settings in Microsoft Project to use lookups and formulas, building dynamic numbers across columns and learning field and function options for calculations.
Custom Field Settings – Different Summary Calculations10:00
Explore custom field settings in Microsoft Project to compute max, min, sum, and average, plus count all and first sublevel rollups using lookup and formula options across the WBS levels.
Inserting Dynamic Indicators for Status & Custom Costs Columns8:53
Create custom fields and graphical indicators to display status, configure material and labor costs, and compute total cost per task with rollup sums.

Introduction to Flags8:54
Use flags as custom fields to flag high-priority tasks and USA meetings, enabling yes/no filtering and color cues (red, yellow, blue) with country and city logic.
Example of Flag Setting up Priority Among Tasks8:19
Configure conditional formatting in MS Project using flag-based bar styles to color-code tasks by priority (high red, medium blue, low green) with custom fields.
Example of Flag Conditional Formatting in Microsoft Project7:54
Learn to use flag-based conditional formatting in Microsoft Project to color tasks by priority (red high, yellow medium, green low), adjust bar styles, and add custom columns.

Creating Master Schedule from Multiple Sub Projects13:03
Link multiple sub projects into a master project in Microsoft Project, using a project summary task, two-way links, and outline levels to enable centralized management, tracking, and scalability.
Continued..Creating Master Schedule from Multiple Sub Projects2:54
Link multiple sub projects to a master project, track changes across individual and master files, and propagate task completions, estimates, and resources between them.

Introduction to CLOUD ONLINE VERSIONS - MS Planner20:16
Explore Microsoft Planner, a Microsoft 365 cloud tool offering kanban boards, grid and chart views, and calendar scheduling, with limitations like lack of Gantt charts and resource management.
Planner Plan 1 - Pros and Cons and Practical Overview20:08
Explore Planner plan one, a cloud-based project tool integrated with Microsoft 365 and Teams, featuring a timeline with dependencies and subtasks, plus resource management limits.
Project Planner 3 - Pros and Cons8:17
Explore project plan three, a full-featured desktop and cloud tool with advanced gantt charts, robust resource management, synchronization, and Microsoft 365 integrations, at $30 per user per month.
Project Planner 3 - Practical Overview - Part A14:33
Explore practical differences between project desktop and online environments in project plan three, including project web app, offline syncing, saving, publishing, and updating processes.
Project Planner 3 - Practical Overview - Part B21:18
Demonstrate how project online uses checked out and checked in to control editing, publish updates, and synchronize between browser and desktop, enabling collaborative planning.
Planner Plan 5 - Pros and Cons - Projects, Program and Portfolio13:22
Explore plan five, the most comprehensive portfolio and program management tool in Microsoft Project, including enterprise resource management, advanced reporting, Power BI integration, and cloud, desktop, and mobile access.
Project Plan 5 - Practical Overview3:05
Explore project plan five's practical use, including portfolio management and enterprise resource management, and licensing options like per-user subscriptions and one-time purchases.

Requirements

MS Project Software and Basic understanding

Description

Master Advanced Tips & Tricks for MS Project Desktop, MS Planner & Project Plan 1, 2 & 5

Take your project management expertise to the next level with advanced tips & tricks for Microsoft Project Desktop and an in-depth overview of MS Planner and Project Plan 1, 2 & 5. Whether you're managing complex projects or looking to optimize workflows, this course equips you with practical strategies to streamline scheduling, enhance reporting, and improve collaboration.

What You’ll Learn:

Creating Summary Tasks & Indentation – Effectively structure tasks using right-left indentation for better organization.
Customization & Formatting – Modify text and number fields to align with project needs.
Custom Field Settings – Use lookups, formulas, and different summary calculations to tailor your project tracking.
Dynamic Indicators & Conditional Formatting – Insert visual cues for tracking progress, costs, and status at a glance.
Master Scheduling – Learn how to consolidate multiple sub-projects into a single, structured master schedule.
Exploring Cloud & Online Versions – Get an overview of MS Planner and Project Plan 1, 2 & 5, including their pros, cons, and key features.
Managing Multiple Projects Online – Leverage cloud-based tools to handle multiple projects simultaneously with team collaboration and multiple user input.

Why Take This Course?

Microsoft Project offers powerful tools, but without the right knowledge, you may not be using them to their full potential. This course is designed to help project managers, schedulers, and team leads get the most out of MS Project Desktop and Online versions, saving time and improving efficiency.

Master the skills to manage projects seamlessly—whether on desktop or cloud.

Who this course is for:

Project Managers
IT Managers
Construction Managers
Consultants
Teachers and Students

Advanced Microsoft Project Desktop and Online Versions

What you'll learn

Explore related topics

Course content

Advance Customization and Managing Multiple Projects6 lectures • 54min

Microsoft Project Flags3 lectures • 25min

Developing Master Schedule from Sub Projects2 lectures • 16min

Introduction to Cloud7 lectures • 1hr 41min

Requirements

Description

Who this course is for: