
This lecture provides an overview of the various Microsoft Project software options. It explains that the desktop version of Microsoft Project Professional is significantly more powerful that the subscription based versions. Microsoft Project Professional is a feature stable piece of software. So, although the course has been developed using the 2019 version, there are virtually no differences between it and the current version - Project 2024. Either version can be used to complete the course. Indeed , the 2016 version will have the same interface and very few differences from either of the suggested versions.
Ideally you should have Microsoft Project 2019 or 2016 to get the best out of the course. The link provided with this lecture provides the option to a free trial version of Microsoft Project Online. This is not the Professional Edition but provides sufficient functionality to allow you to experiment with the techniques taught in the course.
Explore the Microsoft Project 2019 interface via a sample project file, focusing on the Gantt chart view, tasks, durations, and the top-down work breakdown structure.
Create a new Microsoft Project file from the blank project template, set core project info (start date, schedule from start date, calendar, priority), and save the file.
Learn to create and manage phases in a project using indent and outdent to form summary tasks, including scope, analysis, software requirements, design, development, testing, deployment, and post-implementation.
Learn to insert and indent new tasks under the analysis software requirements phase using the insert task option, and create AMISOM zero-duration milestones like analysis complete.
Explore how to define and manage task and phase dependencies in Microsoft Project, using finish-to-start and start-to-start links, and applying lag and lead times to shape the project timeline.
Customize the project calendar by setting Monday–Friday times to 9:00–13:00 and 14:00–18:00 with a one-hour break, add holidays as exceptions, and mark weekends non-working.
Document tasks by adding notes in the task information window, using the notes tab to share details, images, and links, so staff understand requirements and review the steering group structure.
Allocate and manage Microsoft Project resources by defining work, material, and cost resources, setting quantities and availability, and assigning them to tasks.
Allocate resources to tasks using the task information window and resource sheet, set euro costs, and adjust 100% or partial allocations to influence task duration and costs.
Explore Microsoft Project scheduling by contrasting duration-based and effort-based approaches, including fixed duration and fixed work, and learn how work equals duration times units and resource allocation affects duration.
Learn how to manage task deadlines and constraints in Microsoft Project, switching between effort-based and duration-based scheduling, applying deadlines and eight constraint types to balance timing and flexibility.
Learn to split tasks to pause work and create recurring tasks for weekly meetings, allocate resources across occurrences, and assign calendars to tasks.
Associate specific calendars with tasks to tailor work hours, and enable the ignore resource calendars option to suppress warnings. Adjust task priorities (0–1000) to guide resource levelling and resolve overallocations.
Explore the timeline view in Microsoft Project 2019 to see major milestones highlighted as a project summary, adjust the timeline, and export it for emails and presentations.
Identify and monitor the critical path to protect project duration, and use Microsoft Project to view critical vs non-critical tasks via a detailed Gantt view.
Learn how to establish and maintain a project baseline in the initiation and planning phases, monitor variances, and compare planned against actual to control scope, cost, and schedule.
Discover how to capture project progress with a tracking Gantt, compare percentage complete and percentage work complete, and update start, finish, and durations in Microsoft Project.
Learn how to track a project as scheduled in Microsoft Project by recording percent complete, actuals, and baselines, using update project, status dates, and scalable tracking methods.
Record actuals to reflect what happens in a project, including actual start, actual finish, actual duration, remaining duration, and actual work and costs, using tracking to relate to percentage complete.
Track detailed project progress in Microsoft Project by recording daily actual work at the task, assignment, or resource level using task usage and resource usage views.
Explore how Microsoft Project calculates costs using resource rates, fixed costs, and actual costs, and learn to reschedule, move remaining work, and split incomplete tasks when resources are unavailable.
Learn to view and analyze work and cost variances in Microsoft Project using split-screen views, variance tables, and auto filters, then perform what-if schedule analysis.
Use the inactivate feature in Microsoft Project professional to run what-if analyses by removing selected tasks' impact on schedule and cost. Reactivate to see updated plans.
Analyze resource usage in Microsoft Project using the resource sheet and usage views to identify over allocations and under allocations, then apply leveling (manual or automatic) considering priorities and slack.
Explore how to use work contours and availability profiles in Microsoft Project to shape task work distribution, manage resource capacity, and prevent overallocation across tasks.
Explore the team planner view, available in the professional version, to manage resource assignments, view timelines, and spot over allocations with drag-and-drop reassignments and filters.
Explore the task path function in Microsoft Project to visualize direct and driven predecessors and successors, with color highlighting in the Gantt chart.
Explore Microsoft Project views and reporting beyond the Gantt chart by customizing tables, adding columns, and creating new task and resource views to optimize data, costs, and variances.
Discover how to filter, group, and sort project data in Microsoft Project to tailor views for stakeholders, milestones, and resources, using auto filters, custom filters, and highlights.
Learn to use Microsoft Project dashboard reports and customize reports, including project overview and remaining work, generate visual reports with Excel or Visio, and master printing options.
Create custom views in Microsoft Project by editing an existing view in the view definition dialog, then name it and select table, group, and filter elements.
Explore free Microsoft Project templates to save time and provide a starting point for your plans. Customize start dates, calendars, resources, and phases to craft a business-ready project plan.
Explore how to use split screens, calendar view, and work breakdown structure codes in Microsoft Project to organize tasks, visualize timelines, and customize views for planning.
Learn to generate printouts from Microsoft Project using the print window to choose data ranges and page layout. Adjust landscape orientation, paper size, margins, headers, and legend, then preview results.
Customize Gantt chart styles in Microsoft Project by adjusting columns, applying view-specific formatting, and tailoring bar colors and milestones for clear reporting.
Learn how to use Microsoft Project Professional to create, manage and control complex project plans. This course will teach you the essential skills required to use to define, produce and manage professional project plans using Microsoft Project. No prior knowledge is required.
Build Professional Skills in the use of Microsoft Project for all Phases of the Project Lifecycle
Work Breakdown Structure Diagrams
Professional Project Plans
Phases, Sub Phases and Tasks
Resource Create and Allocation
Creating and Managing Baselines
Understand what you need to measure
Tracking Progress
Recording Actuals
Variance Analysis
What If Analysis
Resource Usage and Management
Using Team Planner
Creating Dashboard Reports for Project Stakeholders
Consolidated and Master Plans
How to Create Custom Views of Project Information
Visual Reports
Managing the Initiation and Planning Stages of the Project Life Cycle
Part 1 of the course focuses on the tools and techniques needed during the Initiation and Planning stages of the project life cycle. You will learn how to approach the definition of projects using Work Breakdown Structure (WBS) diagrams. Then you will develop the skill to translate a WBS diagram into a well structured and professional Microsoft Project plan. Learn how to create work, cost and material resources, and how to allocate resources to project tasks. You will explore all aspects of project structures, how to create project phases, sub phases and tasks. Understand how to define sensible and logical dependencies between the various elements of your plans, and how you can customize them to reflect the specific requirements of each project.
Learn how to Track, Monitor and Control Major Projects
Part 2 of the course will provide you with the skills and techniques to use this widely used software product as a key tool in the tracking and monitoring of major projects. This course will benefit both beginner and experienced users of the product, with comprehensive demonstrations of the major elements of Microsoft Project within the context of the Monitoring and Control processes of a typical project life cycle. The course provides a comprehensive explanation of what information to track, how to record key project progress data, how to manage and create customized reports for project stakeholders. All aspects in the use of Microsoft Project for monitoring and control are explored, including those features such as Team Planner, only found in the Professional version of the software. Learn how to manage multiple projects by creating Master Plans using shared Resource Pools. Upon completion you will have a firm understanding of how to use Microsoft Project to ensure that you are tracking the right data and in the correct manner.
Content and Overview
The purpose of the course is to develop your skills in the Initiation and Planning, Monitoring and Control of major projects. Microsoft Project is a very large and complex piece of software with many features which, without proper explanation, remain unused by many project managers. Even seasoned users of Microsoft Project will neglect some essential and highly valuable features of the product if they have not received the required instruction.
This course will explore those aspects of the software which are extremely beneficial when you need to create comprehensive project plans and then make sure that your projects are kept on track and up to date. You will learn how to approach the definition of a project plan by creating Work Breakdown Structures (WBS) diagrams. Having designed your WBS, you will then learn how to translate this into a well defined and professional Microsoft Project plan, with accurately defined phases and sub phases, logical dependencies and well defined tasks. Learn how to create work, cost and material resources, and how to allocate those resources to the tasks which you include in your plans. Understand what data is most important to your project - what to track - then learn how to capture the required information. Explore how best to record actuals from the project team. Ensure that you know how to monitor variations in cost, schedule and resources relative to agreed project baselines. Create and manage multiple plans using Project Master Plans and Resource Pools. Use Microsoft Project to generate dashboard and visual reports to ensure that your project stakeholders are always kept up to date using information which is timely and relevant.
This course is aimed at people who recognize that having skills in the use of Microsoft Project will provide them with an edge in their workplace or college environment. The instructor has over 20 years experience in managing complex projects and is currently a full time University Professor with Project Management as one of his specializations. He is also a Microsoft Certified Professional in Microsoft Project.