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How to Manage Projects Effectively with Microsoft Project

Name: How to Manage Projects Effectively with Microsoft Project
Rating: 4.3 (12 reviews)

The leading project management software, to plan, execute, and monitor your projects. Track progress, costs and reports

Created byStephen Saxton

Last updated 7/2023

English

What you'll learn

Learn how to create a task list a simple and effective way to organize your work and track your progress.
Learn how to save baselines for your project and compare them with the current status.
Learn how Linked tasks work to show the dependencies between different tasks in a project.
Learn how to create and manage resources and assign them to tasks.
Learn how to track the progress and performance of your project using various indicators and metrics.
Learn how to link your Project file to an Excel workbook and share it with stakeholders who do not use Project.
Learn how to generate and customize reports that summarize the key information and insights from your project.
Learn how to identify and calculate the lead and lag times of a project.
Identify the types and sources of resources needed for a project - Apply best practices for resource planning and allocation

Course content

8 sections • 28 lectures • 5h 32m total length

Introduction4:04
This is the course overview presentation, what you will cover in the course. The training manual is in this section as well. All the exercises are at the back of the book.

Task Lists, formatting, calendar, filters and embedding documents31:44
How to create a task list, indent tasks, tasks types, move tasks and more. Also how to format the Gantt chart. This section covers the timescale, calendar, filters and embedding Excel files. After this section you should complete exercise one at the back of the manual.
Automatically colour the gantt chart9:12
Create a repeat process7:47
How to create a repeat process on the same line in Microsoft Project
More on Calendars6:54

Allocating resources14:16
In this section you will cover resource types, resource working times and holidays. You will see how the different setting can impact on your timeline. The video also explains how to use the group feature and how to remove resource allocation from a task. After this section you should complete exercise four at the back of the manual.
Heat Map for Resources10:30
How to view resource over allocation with a split screen.

Resource Levelling7:49
In this module you will learn how to set overtime for a resource and how to use the resource levelling feature to sort out over allocated resources. The video also explains how to create a resource pool and use the pool across multiple projects.
Setting overtime6:14
Other Views14:13
In this section you will look at the Timeline, Task Usage, Resource Usage, Network Diagram and several other common views in Project. You also see how a work contour works and how the Team Planner is used. After this section you should complete exercise five at the back of the manual.

Save a Baseline15:54
This section covers how to save a baseline and how to update your tasks through the tacking table. The video explains how to edit the tacking table. The video also explains how to save multiple baseline and view individual baselines by changing the Gantt chart view. The tutorial also explains how to run reports throughout your project and how to create your own customised reports. After this section you should complete exercise six at the back of the manual.
Set a Satus date6:26
Use the project Status date to detemine whether the project is on schedule or not. Move incomplete tasks to the status date.
Visual Report8:43
use the visual reports to send data into Excel or Visio
Linking Projects6:33
How to sync with a SharePoint Site and Teams6:39
S Curve11:32
Use a S Curve to show planned against actual data
6.6 Navigation Report10:53

Custom fields7:24
This section explains how to create a drop down list, how to use an IIF function and how to use the DateDiff function. The video also explains how to add icons to your fields and how to create a new table based on your new fields.
Tips and tricks5:45
This video explains how to copy Microsoft Project data into an Excel file and how to link that data. the video also explains how you can set up a master file with linked data from one or more Project files. The final part explains how to link tasks between projects within a master file.
Exporting to Excel8:04
This tutorial explains how to export Microsoft Project data into Excel using the wizard. The video also explains how to link two Excel files together using the paste special feature. The final part is how to create a macro to automate the whole process. After this section you should complete exercise seven at the back of your manual.
Traffic Lights in Project12:14
This section explains how to customise columns to create a traffic light system
Sprints and Boards9:58
If you are more used to Agile project management this may be for you. Sprints and Boards

Requirements

No requirements

Description

If you are looking for a comprehensive and practical training on Microsoft Project, this course is for you. Whether you are a beginner or an advanced user, you will learn how to use this powerful tool to plan, execute, monitor and control your projects effectively.

In this course, you will learn how to:

- Create and customize project plans, calendars, tasks, resources and costs

- Apply best practices for project scheduling, estimation and risk management

- Use various views, reports and dashboards to track and communicate project progress and status

- Integrate Microsoft Project with other Microsoft applications such as Excel, Word and Outlook

- Collaborate with team members and stakeholders using SharePoint and Project Online

- Manage multiple projects and portfolios using Project Server or Project Online

By the end of this course, you will have the skills and confidence to manage any project using Microsoft Project. You will also receive a certificate of completion and earn PDUs for your professional development.

The course Outline is listed below:

MICROSOFT PROJECT

¨ Project Overview

¨ Activating the View Bar

¨ Navigating the Ribbon

¨ Enabling the Entry Bar

¨ Understanding Table views

¨ Other Views

¨ Calendar view

¨ Network view and management

¨ Gantt Chart view

¨ Task Usage view

¨ Tracking Gantt Resource Sheet

¨ Resource Graph view

¨ Resource Usage view

¨ Creating a New Project

¨ Scheduling Tasks

¨ Create Recurring Tasks

¨ Editing Tasks

¨ Printing Tasks

¨ Creating Deadlines and Constraints

¨ Working with Timelines

¨ Exporting to Excel

¨ Multiple Projects

¨ Defining Duration Units

¨ Working with Calendar

¨ Adjusting the working day

¨ Setting working time

¨ Linking Tasks and link types

¨ Editing Links

¨ Dependency Relationships

¨ General Formatting

¨ Changing Timescales

¨ Editing Gridlines

¨ Printing Different Views

¨ Assigning Resources and Costs

¨ Resolving Over allocation of Resources

¨ Using the Filters in tables

¨ Reports/creating new reports

¨ Creating Custom Views

¨ Saving Baselines and Tracking

¨ Task Types - fixed unit, Fixed duration, fixed work

¨ Use Formulae to customise columns

¨ Custom Fields

¨ Custom Tables/Views

Who this course is for:

Project managers, project workers any one that runs or manages Projects and requires a tool to help
Beginner to advanced

How to Manage Projects Effectively with Microsoft Project

What you'll learn

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Course content

Introduction1 lecture • 4min

Creating Task lists and formatting4 lectures • 56min

Linking Tasks3 lectures • 28min

Adding Resources2 lectures • 25min

Resource Levelling and Other views3 lectures • 28min

Baselines7 lectures • 1hr 7min

Custom Fields, Exporting and master files5 lectures • 43min

Final review3 lectures • 1hr 22min

Requirements

Description

Who this course is for: