
Important: The Lesson Files have now been uploaded directly to the class. They are available below, in the resources area.
Master project management using Microsoft Project 2019 to plan, schedule, track progress, and manage tasks, costs, and resources across the four lifecycle phases—initiation, planning, implementation, and closeout.
Create a new blank project, adjust options to stop open last file on startup, and use the file tab backstage view to create a new document from an existing project.
Open the project information dialog from the project tab to set the start date and calendar, schedule from the finish date, and enter title, author, and company in backstage view.
Create and customize a project calendar to define the default work schedule, holidays, and non-working days, then apply it to your project and adjust the working times.
Open an existing project in Microsoft Project 2019 from the backstage view by using the file tab and open pane to browse folders, access recent projects, and pin them.
Learn to display the project summary task in Microsoft Project 2019, the top level goal at the start of the task list, by enabling the show project summary task checkbox.
Customize WBS codes in Microsoft Project 2019 by defining a code mask, prefix, level sequences, and separators. Build nested tasks with a live preview that matches your company’s outlining system.
Explore the task summary name field in Microsoft Project 2019, a read-only column that displays each task's summary task to reveal the larger context of assignments.
Link and manage tasks in Microsoft Project 2019 using finish-start relationships and the link icon, and view predecessors and successors in the chart pane to adjust scheduling.
Control task scheduling in Microsoft Project by selecting a task type—fixed duration, fixed work, or fixed units—and learn how duration, work, and resource units interact.
Learn to set task constraints in Microsoft Project 2019, controlling start and finish dates with as soon as possible and as late as possible, supported by task relationships.
Create milestone tasks with zero duration to mark key events in a project lifecycle, shown as a diamond marker with a milestone date in Microsoft Project 2019.
Learn to set task deadlines in Microsoft Project by entering them in the advanced tab of the task information dialog; this shows a green deadline indicator without altering the schedule.
Use the inspect task feature to view factors affecting a task’s start date, such as predecessors, constraints, leveling delays, and calendar exceptions.
Master the network diagram view in Microsoft Project 2019 to visualize task relationships with nodes and lines, edit dependencies like start to start, and switch back to Gantt chart.
Explore managing resources in Microsoft Project 2019 by categorizing work, material, and cost resources, entering them in a resource sheet to track availability, costs, and resource pool sharing.
Create a resource calendar in Microsoft Project 2019 by adjusting working times, adding exceptions, and saving changes to reflect a resource's non-working times.
Filter resources in the assigned resources dialog by criteria such as group, date range, cost thresholds, or over allocated, then save the filter to view only relevant resources.
Explore how effort driven scheduling adjusts task duration with resource changes, keeps total work constant, and how fixed to units, fixed to work, and fixed duration affect this.
Enter fixed costs in Microsoft Project 2019 by using the cost table and switching to the cost view; fixed costs stay the same regardless of duration or work.
Use the view tab on the ribbon to open the more views dialog, explore predefined views, and apply the descriptive network diagram view, with future coverage of split views.
Learn to use split views in Microsoft Project 2019 to compare a top chart or tasks with a bottom details or resource sheet, then return to a single pane.
Discover how to view and customize table data in Microsoft Project 2019, applying predefined task and resource tables, adding columns like cost, and automatically adjusting column widths for clarity.
Use task board view to manage waterfall projects, scrum workflows. Drag tasks between columns, add or rename columns, assign resources, and set percent complete; available to Microsoft project online subscribers.
Learn to use the Microsoft Project 2019 team planner view to manage resources, reassign unassigned tasks with drag-and-drop, and save custom views.
Learn to identify slack in a project using Microsoft Project 2019, including free slack, total slack, and slot time, and reschedule tasks via the schedule table to shorten project duration.
Save a baseline plan to capture original project data and compare it with the current schedule, by setting the baseline for the entire project and reviewing start and finish variance.
Save interim plans to monitor progress by copying start and finish dates from baselines to interim fields; save up to 10 and view them by adding start and finish columns.
Identify and resolve over allocated resources in Microsoft Project 2019 by using resource sheet, resource usage, and resource allocation views to balance work hours, adjust max units, and level resources.
Learn how Microsoft Project 2019 levels overallocated resources by delaying or splitting tasks, using the level entire project option, and adjusting dates while extending project timelines.
Update actual work on tasks to reflect progress toward the deadline using the formula work minus actual work equals remaining work. Enter 16 hours in the task usage pane.
Master how to filter tasks in Microsoft Project 2019 using built-in and custom criteria, including cost, duration, and date ranges, with auto filter and more filters options.
Set a baseline and display the variance table to compare actual versus baseline dates, with variances as actual minus baseline; view cost variances using the cost table.
View progress lines in chart view to visualize project status, based on task completion percentage, relative to the status date or current date, indicating behind or ahead of schedule.
Copy and paste data between Microsoft Project and other applications, using the task group ribbon, to move tasks to Excel or Word while preserving data order and basic formatting.
Import a task list from Excel or text files into a project using the import wizard and predefined import maps, while enabling non-default formats via the trust centre settings.
Export project data from Microsoft Project 2019 to an Excel workbook using save as and the export wizard. Choose a predefined map and include tasks and assignments.
Export and share your project via email from the backstage share menu with the project file attached automatically. Sync with SharePoint to mirror tasks and updates across the team.
View predefined standard reports in Microsoft Project 2019, selecting from the reports tab to inspect in-progress and critical task reports, then preview and customize via the report tools.
Learn how to insert external images into Microsoft Project 2019 reports, placing logos in headers or footers, using the insert picture tool and resizing options.
Adjust report margins to control white space and fit more data on a page by changing the top margin to 1.5 inches in the margins tab of the page setup.
Explore how to create and modify visual report templates in Microsoft Project 2019, selecting fields, data types, and Excel options to generate resource work availability reports with pivot tables.
Create and link a resource pool file to share resources across multiple projects. Identify scheduling conflicts and track resource time as team members work on more than one project.
Use the organizer to copy and share custom elements—reports, views, calendars, filters, maps—between projects, and even to the global template, ensuring both projects are open during the transfer.
Welcome to Microsoft Project 2019 - Up To Speed:
This course helps you to get up and running quickly with Microsoft’s powerful project management system. This handy step-by-step class starts from scratch, starting with basic topics and moving on to more advanced features of the application, designed to help you to become more productive more quickly.
In no time at all you’ll be navigating Microsoft Project’s interface, create projects, entering tasks, creating project calendars, creating task dependencies, entering and managing resources and costs, splitting and postponing tasks, working with views, and working with Task Boards and Agile features. You’ll also learn how to update and track the progress of your projects, how to generate relevant report, import data from other applications into Project, export data from Project to other applications, and much more.
Who is this course for?
This course was created for people new to project management as well as well-seasoned project managers looking to learn a new and powerful project management application. This course will also be helpful for those coming from a previous version of Microsoft Project or those looking to delve more deeply into the Project application.
What does this course include?
· Step-by-step instructional videos that are easy to follow
· Downloadable lesson files allowing you to follow along with the instructor
· Support for any questions you may have
What You’ll Learn:
· The Basics. We’ll begin by creating a new Microsoft Project file and then take a look at the project environment. You’ll start by entering in information about your project and then set some project options. You learn how to create a project from a template as well as obtaining help from within the application.
· Working with Tasks. Next, we begin entering tasks into our project. You’ll learn how to edit tasks, rearrange tasks, insert and delete tasks as well as add a summary task. Additionally, you’ll learn how to outline tasks, add recurring tasks and Work Breakdown Structure (WBS) codes.
· Linking and Scheduling Tasks: In this section, we’ll take a look and task relationships and task dependencies, and you’ll learn how to link dependent tasks to each other. You work with adding lead time and lag time to your projects as well as how to set and modify task dependency. Together, we’ll split tasks that need to be postponed, set task constraints, set milestone tasks and set task deadlines. You’ll also learn how to work in Network Diagram View to get a different perspective on your project.
· Resources and Costs: We’ll go in-depth working with the resource area of Microsoft Project. We’ll work with entering resources and creating a resource calendar. You’ll learn how to assign resources to tasks, filter resources and enter in resource costs. We’ll also look at how to enter in fixed costs and how to use the cost table. You’ll also learn about effort-driven scheduling.
· Working with Views: To help you manage your project effectively, you’ll learn how to work with a variety of different views. You’ll work in calendar view, task usage, and resource usage views and split views. You’ll also learn how to format a Gantt Chart, print a view, use Project’s various Tables as well as how to apply an AutoFilter to a view. We’ll also work with Project’s relatively new Agile features and its Team Planner view.
· Finalizing the Plan: In this section, you’ll learn how to identify slack in your project as well as viewing your project’s critical path. You’ll create and save both a baseline plan as well as an interim plan. You’ll also learn how to determine which of your resources are overallocated and how to level those overallocations.
· Updating and Tracking Projects: At this stage, you’ll begin updating the progress of your tasks. You’ll update work performed as well as manually updating the costs of your project. You learn how to reschedule uncompleted tasks, filter tasks, and display variances. You’ll also learn how to view the Progress Lines of your project.
· Working with Data from Other Applications: Next, we’ll learn how to copy and paste data to other applications. You’ll learn how to import a task list, create an import map and export project data. You’ll also learn how to use the Copy Picture command as well as sharing a Project file with others.
· Working with Reports: In this section, you’ll begin working with Project’s various reports. You’ll learn how to print a view as a report as well as view Project’s standard reports. You’ll customize reports, modify report formatting, modify report headers and footers and add graphics into your reports. You’ll also learn how to adjust report margins and send your reports to the printer. We’ll also work a bit with visual reports and you learn how to work with and create visual report templates.
· Manage Multiple Projects: In this lesson’s videos, we’ll learn how to create a resource pool which you use among multiple projects. You’ll learn how to link projects to a resource pool and update resource pool information. You’ll also learn how to consolidate projects using master projects and subprojects, how to link tasks between projects and how to share elements between your different projects. We’ll end by creating a project plan template.
· Formatting a Project File: Lastly, you’ll learn how to format the various elements of your project file. You’ll format and change bar styles, format timescales, create custom fields, tables and views, create custom groups and use Microsoft Project’s drawing tools. You’ll also learn how to automate tasks with macros that you’ll create yourself.
By the end of this course, you’ll learn how to create, organize and manage an in-depth project, allowing you to effectively stay on top of hundreds of tasks and resources with ease.
Are you ready to begin your Microsoft Project journey? Then, click the enroll icon and let’s get started!
- Roger