Project 365 - Advanced

Set a project baseline, compare current progress against it using the Gantt and tracking Gantt views, and update task completion percentages or other progress metrics in the tracking table.

Enter actuals in the tracking table to compare against baselines, track progress, and reveal variance as you update tasks like research and planning and consult subject matter experts.

Update task cost and work directly in the tracking table, with actual hours and costs derived from resource rates and assignments, and see completion and duration update.

Learn how to split a task to indicate interruptions and stoppages, using the split task option to mark dates on the Gantt chart and reschedule unfinished work.

Reschedule uncompleted work using the update project feature to set start dates after a chosen date. Undo a task split to consolidate progress and see automatic reallocation of work.

Move the entire project using the move project option, update start date and deadlines to August while preserving progress; baselines don't move, so set a new baseline or interim plan.

Set a new baseline for the project while preserving the original for history; define start and finish dates, cost, and work durations, and compare baselines in the Gantt chart.

Set an interim plan to save only the start and finish dates, unlike a baseline that also saves cost, work hours, and duration.

Explore comparing actual values to baselines via the variance table, identify negative variance as ahead of schedule and positive variance as behind, with filters and calculations to analyze project progress.

Set a status date to display progress lines in the gantt chart. Choose one-time or recurring intervals—daily, weekly, or monthly—and customize line style to compare actuals with the baseline.

Learn to edit the basic entry table by hiding columns and inserting fields like percent of completion, cost, and finish variance to customize your monitoring view.

Create and customize a date field called hard deadline, use a formula to add three days to the finish date, and insert the field into the table.

Edit a base table in place and save as a custom table, then reset to default; or copy and create a task date analysis table with start and finish fields.

Filter project information with built-in and custom filters on task views, including by assignee like project manager or subject matter expert, then apply or clear finish-variance based criteria.

Use the highlight filter to show all data and highlight items that meet criteria, using pre-made and custom filters, versus traditional filters that hide nonmatching data.

Group project information by resource name and percent complete to organize tasks, using presets or custom groups, then apply the grouping without altering the data.

Create a single view to display only a specific table, like the task date view, by selecting single view, naming it, and configuring the table, filters, and menu visibility.

Create a two-pane combination view with a top tracking Gantt and a bottom task date view, noting its limitations versus a single view and how to exit.

Explore how to sort project information in tables and Gantt charts, using single-field and multi-level sorts by duration, task name, resource name, and percentage of completion in descending order.

Explore the built-in reporting system in Microsoft Project by examining pre-made reports in the report tab, such as dashboards, resources, and costs, and learn to create custom reports.

Build a custom report from a blank slate using Excel-like formatting. Insert charts and tables to show task progress, percent complete, and cost details by name and month.

Discover visual reports in Excel templates to generate pivot charts and pivot tables from cash flow and earned value data, with options for months or weeks.

Create a new visual report template in Excel, select and customize fields, build pivot tables and charts, save the template to a templates folder, and generate reports from that template.

Navigate to file options to configure default settings in Microsoft Project, focusing on scheduling and display, including default view, calendar, and auto scheduling of new tasks.

Save the project plan as a template after removing constraints and renaming titles and names that are specific to the project, then create new projects from that template.

Access the content organizer to move, copy, rename, or delete custom items like calendars, reports, filters, and tables between project plans or into the global template.

Compare multiple versions of a project plan side by side to view data from each version and the differences, then decide which version to adopt.

Create a resource pool to share resources across project plans and connect it to your project so you can assign them from the pool.

Insert sub projects into a master plan using the project tab, keep them linked, view changes in the Gantt chart, and see updates propagate between master and sub projects.

Customize items such as tables, views, and reports, then copy them into other project plans using the organizer. Build familiarity with report fields and use resource pools to save time.