Microsoft Project Advanced: Top Level Project Management

Explore importing and exporting project data with Excel, using built-in data maps, and create and save a new project data map.

Import data from an Excel spreadsheet using a wizard, prepare the Excel data for import, and create an import map to align fields before modifying the data in the project.

Learn how to import Excel data into Microsoft Project by creating a new map, mapping Excel columns to project fields, handling sheet names, and auto scheduling after import.

Export project data to an Excel spreadsheet using the Excel templates in projects, and follow along with the export data file while we review the exported data.

Learn to export Microsoft Project data to Excel using the built-in project excel templates, export maps, and basic cleanup, including converting text to numbers with flash fill.

Explore the built-in data maps, export preset data from projects, modify and save maps for reuse, and review map data in Microsoft Excel.

Export project data to Excel using built-in maps, selecting data ranges and maps such as cost data by task or earned value, then review and convert numbers in Excel.

Create and save a new data map by selecting custom data to export, then save the map for reuse and review the data in Excel.

Create a custom data map in Microsoft Project to export selected task and resource data to Excel, then save and reuse it for quick, repeatable exports.

Explore advanced project options by setting up complex calendars, configuring project scheduling options using the project to organize a utility, and customizing the ribbon system in Microsoft Projects.

Set up non-working time within complex calendars, modify work days and timings, and create complete custom calendars using the Splunk project file.

Set up project scheduling calendars and define non-working time, including bank holidays. Create custom calendars, apply them to resources, and configure working patterns for efficient scheduling.

Explore how to set up project scheduling options in microsoft project, including fiscal year, default durations and hours, default task type (fixed units), and effort-driven scheduling.

Explore how scheduling options in Microsoft Project control calendars, hours per day, and work time settings, including fixed units, fixed duration, and effort-driven resource allocation.

Explore how the project's organizer acts as a powerful tool for Microsoft Project. Copy custom items into the global template, rename items, and delete items to streamline top-level project management.

Explore how to use the organizer to manage calendars and Gantt charts across projects. Copy calendars to global templates, rename or delete them, and reuse custom views.

Customize the ribbons system across office products, including Microsoft Project, using the tabbed ribbon to tailor tabs, groups, and commands and export your configuration for others to use.

Learn to customize the project ribbon in a blank project by removing the team tab and adding a tracking tab with update and move groups, plus export or import settings.

Explore the module on advanced resource assignment, covering task entry, solving over allocation problems, and using project leveling commands.

Explore task entry in Microsoft Project by applying split screen views, setting task types, assigning over-time work, and delaying resources to improve scheduling efficiency.

Use the task entry view to allocate resources to tasks in a split-screen detail pane and adjust duration, start and finish dates, and predecessors.

Solve over allocation issues by using the resource allocation view to reassign resources, delay tasks, and split tasks for better project balance.

Learn to identify and resolve over allocation in Microsoft Project using the resource usage view, swap overallocated resources, and apply splits or delays to maintain project slack.

Explore how to use projects automatic levelling commands to reschedule individual tasks, set levelling options, and establish task priorities. Apply and remove levelling to optimize timelines.

Learn to solve overallocation with a project automatic leveling, switching between manual and automatic leveling, prioritizing tasks, managing splits, and using leveling guns to protect end dates.

Explore working with multiple projects by creating a resource pool to share resources, building consolidated projects, and establishing cross-project links to coordinate top-level project management.

Create a resource pool to share resources across multiple projects. Break the share links between projects.

Learn how to create and share a resource pool across multiple projects in Microsoft Project, manage resource calendars and rates, and resolve overallocations.

Explore creating consolidated projects by inserting multiple projects into a single consolidated project using a blank file. Examine cross-project links and how to break those links.

Create a consolidated project to view and manage multiple projects in one place, inserting construction projects. Establish cross-project links to connect tasks across projects and manage external predecessors and successors.

Define custom fields, create your own custom table, and build custom views and a custom filter in Microsoft Project.

Explore defining custom fields in Microsoft Project Advanced, learning to create a custom text field, use look up and cost fields, and roll up costs to summary rows with calculations.

Learn how to create and customize fields in Microsoft Project, including text and cost fields, lookup options, roll up functionality, and formulas to track task costs and variances.

Explore how to create a custom table and understand the tools involved, then learn to modify it to suit your needs and apply the custom table in projects.

Create a custom target cost table in Microsoft Project by adding relevant fields, adjusting column widths and alignments, and applying the table to the entry view for quick access.

Create and apply custom views in Microsoft Project to tailor project management workflows. Explore what these tools do and how to implement custom views within a project.

Create a custom Gantt view in Microsoft Project by adding a target variance table and cost table, then format bars and display cost center and variance.

Discover how to create custom filters in Microsoft Project, apply them to your project, and easily modify filters, including building a drop-down prompt filter.

Create and apply custom filters in Microsoft Project to highlight tasks by target variance over budget, contractor status, and cost center using multi-condition rules and prompts.

Explore creating reports in the sixth module by building custom visual report templates and crafting custom chart and table reports.

Create and customize visual report templates in Microsoft Project Advanced, layout pivot tables and charts, and save the template back into projects for streamlined reporting.

Create a custom visual report template in Project 2013 using visual reports in Excel, select task and cost data, and build pivot tables and charts.

Learn to create custom chart reports in project, edit chart designs, and adjust chart data fields, grouping, and filtering.

Create custom chart reports in Microsoft Project by selecting chart types, designing visuals, and plotting cost data—baseline cost, actual cost, and task target cost—with filters and grouping for targeted insights.

Create and customize project table reports by designing table layouts, modifying fields, and applying filtering and group options to organize project data.

Create custom table reports in Microsoft Project Advanced, building cost target tables with blank reports and custom fields. Filter, group, and sort to reveal cost variance and project performance.