Microsoft Power BI

Microsoft Project Advanced

Course Duration: One Day

Target Audience:

Aimed at Project Managers and Project Coordinators involved in initial setting up of and overall management of Microsoft Project templates and files.

Course Objectives:

To use the advanced features in Microsoft Project effectively to fine-tune templates and choose what project structure best suits the participant’s own controlling and reporting needs.

Course Outline:

Review of Project Basics

  • Review of Project Tasks
  • Task Dependencies
  • Lead and Lags
  • Task Types
  • Resource Assignment
  • Resource Over-Allocation
  • Setting Project Baselines
  • Update Task Progress

Tasks

  • Splitting Tasks
  • Recurring Tasks
  • External Predecessors and External Successors
  • Hyperlinks to Web Pages or Related Files and Folders

Timelines

  • Setting Multiple Timelines
  • Start and End Dates for Timelines

Project Options

  • File, Change Default Setting for Project
  • Format, Project Summary Task
  • Format, Show Outline Numbers
  • Change the Date Format

Master Projects

  • The Concept of Master Projects and When to Use Them
  • Insert projects into the Master Project
  • Linking to the Projects
  • Reports in a Master Project

Shared Resources

  • Why use Shared Resources
  • The Resource Pool
  • Creating a Resource File
  • Sharing Resources
  • Approval of Resources
  • Resource View Plan
  • Opening Projects that Share Resources
  • Using Reports that Show Resources across Multiple Projects
  • Resource Over-Allocation

Custom Tables and Views

  • Creating a Table (Inserting and Hiding Columns)
  • Creating a View
  • Applying the Table to a View

Project Templates

  • What is a Project Template?
  • Creating a Template
  • Editing a Template
  • Using Templates

Project Organiser

  • Copying items from Project to Project
  • Copying items from Project to Template
  • Toolbars
  • Menus
  • Calendars
  • Tables
  • Views
  • Filters
  • Reports

Custom Filters

  • Creating a Filter
  • Filtering Using Calculations

Custom Reports

  • Creating a Report
  • Changing Layout and Design

Custom Calculated Fields

  • Creating Custom Fields
  • Calculated Custom Fields

Printing

  • Headers and Footers
  • Using Project Fields in Headers and Footers
  • Compress Printing
  • Printing Layouts

Discussion and Question Time

  • Recap of Topics Covered
  • Question Time
  • Discuss Participants’ own Projects