Advanced Microsoft Project: Beginner to Expert

By the end of this workshop, participants should be able to:

• Split the view
• Sort, group, and filter tasks
• Use zoom
• Overlap, delay, or split tasks
• Set task deadlines and constraints
• Understand task types
• Assign a task calendar
• Understand task indicators
• Assign a resource calendar
• Customize a resource calendar
• Apply predefined resource contours
• Specify resource availability
• Group resources
• Enter resource rates and overtime rates
• Specify pay rates for different dates
• Apply a different pay rate to an assignment
• Use material resource consumption rates
• Entering task fixed costs
• Schedule resource overtime
• Identify and balance resource overallocation
• Save a baseline plan
• Update project, actual task values, actual work and actual costs
• View project statistics and costs
• Check duration variance, work variance, and cost variance
• Identify slipped tasks
• Save an interim plan
• Customize a basic or visual report
• Create a custom report
• Sort a report
• Inserting a subproject
• Consolidate multiple projects
• View multiple project critical paths
• View consolidated project statistics
• Create a resource pool

Module One: Getting Started.

• Workshop Objectives.
• Pre-Assignment Review..

Module Two: Viewing the Project.

• Using Split Views.
• Sorting Information.
• Grouping Information.
• Filtering Information.
• Using AutoFilters.
• Using Zoom..
• Module Two: Review Questions.

Module Three: Working with Tasks (I).

• Overlapping Tasks.
• Delaying Tasks.
• Setting Task Deadlines.
• Setting Task Constraints.
• Splitting Tasks.
• Module Three: Review Questions.

Module Four: Working with Tasks (II).

• Understanding Task Type.
• Assigning a Task Calendar.
• Understanding Task Indicators.
• Module Four: Review Questions.

Module Five: Working with Resources.

• Assigning a Resource Calendar.
• Customizing a Resource Calendar.
• Applying Predefined Resource Contours.
• Specifying Resource Availability Dates.
• Grouping Resources.
• Module Five: Review Questions.

Module Six: Working with Costs.

• Adding Pay Rates for a Resource.
• Specifying Pay Rates for Different Dates.
• Applying a Different Pay Rate to an Assignment.
• Using Material Resource Consumption Rates.
• Entering Task Fixed Costs.
• Module Six: Review Questions.

Module Seven: Balancing the Project.

• Scheduling Resource Overtime.
• Identifying Resource Overallocation.
• Setting Leveling Options.
• Balancing Resource Overallocations Automatically.
• Balancing Resource Overallocations Manually.
• Module Seven: Review Questions.

Module Eight: Updating Project Progress.

• Saving a Baseline Plan.
• Updating the Entire Project.
• Updating Task Actual Values.
• Updating Actual Work.
• Updating Actual Costs.
• Module Eight: Review Questions.

Module Nine: Checking Project Progress.

• Viewing Project Statistics.
• Viewing Project Costs.
• Checking Duration Variance.
• Checking Work Variance.
• Checking Cost Variance.
• Identifying Slipped Tasks.
• Saving an Interim Plan.
• Module Nine: Review Questions.

Module Ten: Working with Reports.

• Customizing a Basic Report.
• Creating a Custom Report.
• Customizing a Visual Report.
• Sorting a Report.
• Module Ten: Review Questions.

Module Eleven: Working with Multiple Projects.

• Inserting a Subproject.
• Consolidating Projects.
• Viewing Multiple Project Critical Paths.
• Viewing Consolidated Project Statistics.
• Creating a Resource Pool
• Module Eleven: Review Questions.

Module Twelve: Wrapping Up.

• End of Course Assessment
• Words from the Wise  

Microsoft MS Project