This course covers the critical knowledge and skills a project manager needs to create and manage a project plan with Microsoft Project Professional. It will familiarize you with the basic features and functions of Project so you can use it effectively and efficiently in a real-world environment. The workshop then moves into the advanced features and functions of Microsoft Project and covers the advanced knowledge and skills a project manager needs to update a project plan in Project during the execution, monitoring, and controlling phases of a project.
The class then includes a segment on using Project Web App to enable team members to collaborate on the project.
Topics Covered In This Course
SESSION ONE (Four Hours)
Lesson 1: Getting Started with Microsoft Project
- Identify Project Management Concepts
- Navigate in the Microsoft Project Desktop Environment
Lesson 2: Defining a Project
- Create a New Project Plan File
- Set Project Plan Options
- Assign a Project Calendar
Lesson 3: Adding Project Tasks
- Add Tasks to a Project Plan
- Enter Task Duration Estimates
Lesson 4: Managing Tasks
- Create a Work Breakdown Structure
- Define Task Relationships 3
- Schedule Tasks
SESSION TWO (Four Hours)
Lesson 5: Managing Project Resources
- Add Resources to a Project
- Create a Resource Calendar
- Enter Costs for Resources
- Assign Resources to Tasks
- Resolve Resource Conflicts
Lesson 6: Finalizing a Project Plan
- Optimize a Project Plan
- Set a Baseline
- Share a Project Plan
Lesson 7: Navigating in the Microsoft Project Online Environment
Lesson 8: Updating a Project Plan
- Enter Task Progress
- Enter Overtime Work
- Edit Tasks
- Update Cost Rate Tables
- Update a Baseline
SESSION THREE (Four Hours)
Lesson 9: Viewing Project Progress
- Use View Commands
- Add a Custom Field
- Create Custom Views
- Review Project?s Built-In Views
- Format and Share the Timeline View
Lesson 10: Reporting on Project Progress
- View Built-in Reports
- Create Custom Reports
- Create a Visual Report
Lesson 11: Reusing Project Plan Information
- Create a Project Plan Template
- Share Project Plan Elements with Other Plans 4
Lesson 12: Working with Multiple Projects
- Share Resources
- Link Project Plans
Lesson 13: Exploring Project Management in the Cloud
SESSION FOUR (Four Hours)
Lesson 14: Project Web App (PWA) the collaborative browser-based interface for
Microsoft Project.
- Viewing Tasks that are not completed (how to sort by Project)
- Updating and Approving Tasks
- Viewing the Project Schedule
- Viewing the Project SharePoint Site
- Is there a way to create a dashboard where team members can view their projects and associated tasks in Teams? In SharePoint?
- Best practices for Managers: Managing tasks / team members in PWA
- Viewing Tasks assigned to team members by Project (how to sort)
- Use PWA to efficiently collaborate and share details about projects, tasks, and resources, all from one centralized location
- Create new enterprise projects in PWA
- Allocate resources to the project
- Update timesheets and tasks, and generate status reports
- Explore additional features
- Force check-in for projects
- Use multiple timelines
- Accessing Project Web App
- Integrating SharePoint
- Creating new projects in PWA
- Assigning resources
- Creating and approving engagement requests
- Working with the schedule
- Publishing projects
- Entering and approving time sheets and task status updates
- Enabling and disabling enterprise features
- Building a status report
- Working with alerts and reminders
Lesson 15: Project Professional and PWA Tips, Tricks, Best Practices
- Best practices, tips and tricks. These are just a few:
- Use Existing Standard Project Data and Artifacts Across All your
Projects 5
- Set up a Shared Resource Sheet for all of your Projects
- Using ?Department? for Better Organization On Cross-departmental
Projects
- Avoid Setting Deadlines on Undefined Tasks
- What if we Switch to Auto Scheduling?
- How do we Minimize Time Constraints?
- Use Only One Task Type: What?s the difference between Fixed
Units, Fixed Duration and Fixed Work?
- Setting up Filters on Tasks or Resources: Predefined filters,
Custom filters, AutoFilters
- How to set up and utilize templates
- Setting up and comparing baselines
- Is there a way to auto update the Project Status Date when the schedule is updated?
- ?We use the Health Column to report on task status.? Is there is a way to automatically update this column to ?Completed? if %
Complete = 100% or ?Late? if Finish Date < today?s date?
- When multiple resources are assigned to one task how do we view % Complete for team members that have not completed the task?
- Creating, Managing and Syncing Deliverables using Microsoft
Project Professional
- Building in for Project Contingencies
- The Critical Path: Tips and Tricks
- Working with the Planning Wizard
- Best practices for PWA settings for project plans ? alerts, reminders for team members, etc. Notifications are sent out when the project is published, but other reminders are manually sent via email.
- Is there a way to automatically create specific folders to appear each time a new project site is created in PWA? We need to create some consistency in the way project site information is stored (and the look and feel).
- In Project, there is an option under ?Task? to insert/manage/sync a ?Deliverable?. How is this used and of what benefit is it?
- PWA Customization
- PWA Tips and Tricks to gain efficiencies
- ?More tips and tricks
What You Can Expect
In this course, you will begin by constructing basic project plans using Microsoft
Project Professional. You will then maintain project plans during the execution,
monitoring, and controlling phases of a project.
At the conclusion of this workshop, participants will be able to:
- Identify project management concepts and navigate Microsoft Project
Professional.
- Create a new project plan.
- Manage time in a project plan.
- Add tasks to a project.
- Manage tasks and task relationships within a project.
- Manage project resources.
- Finalize a project plan.
- Share a project plan using Microsoft Project and Project Web App.
- Maintain project plans during the execution, monitoring, and controlling
phases of a project.
- Update a project plan.
- Generate various project views to manage a project.
- Create project reports to share a project's status.
- Reuse project plan information
- Create and use templates, filters, views, baselines, reports and other
Project functions and features.
- Work with multiple projects.
- Collaborate on a project using Project Web App.
Who Should Take This Course
This course is designed for a person with an understanding of project management concepts who will be responsible for creating and maintaining project plans using Project Professional and Project Web App.
This course is for anyone who has Project on the desktop, regardless of whether they purchased an ?on-premise? edition or subscribed to a ?cloud-based? (online)
Recommended Prerequisites
A foundational knowledge of project management concepts will help prepare you for working with Microsoft Project Professional.
Training Style
Instructor-led, group-paced, classroom-delivery learning model with structured
hands-on activities and case studies.
Software
- Microsoft Windows 10 Professional or Enterprise.
- Microsoft Project 2019 Professional or Microsoft Project Online
Professional, which is used to complete the activities in the body of the
course.
- Microsoft Project Web App
« Hide The Details
Every student attending a Verhoef Training class will receive
a certificate good for $100 toward their next public class taken
within a year.
You can also buy "Verhoef Vouchers" to get a discounted rate for a
single student in any of our public or web-based classes.
Contact your account manager or our sales office for details.
