Corporate / Group Training

2019 Microsoft Project - In House

Procept Associates Ltd., In Worldwide
2 days
Next course start
Start anytime See details
2 days
Next course start
Start anytime See details
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Course description

2019 Microsoft Project - In House

This fundamental 2-day course provides you with the hands-on skills to plan and manage project activities using Microsoft Project.

You will learn and practice Microsoft Project at your own computer. The scheduling techniques are learned through a series of progressive exercises that simulate a real project. At the beginning of each exercise, participants load a new project file that contains all the information correctly entered from the previous exercise. As a result, those with slower typing skills are not left behind. By completion, participants will have fully defined a project from beginning to end, and will have performed project updates and reporting. This course uses the 2016 version of Microsoft Project, however, for in-house deliveries Procept can train using earlier versions of the software.

Upcoming start dates

1 start date available

Start anytime

  • On-site
  • Worldwide

Who should attend?

The Microsoft Project Essentials course is appropriate for individuals who are:

  • Project managers, project administrators and team members.
  • Using Microsoft Project to plan and manage new projects, and those who require enough knowledge to understand its capabilities and to access previously defined project data.
  • Using (or perhaps exploring) the software without the benefit of having been formally trained.
  • Intending to pursue project scheduling credentials.


3-day Project Management Essentials (or an equivalent fundamental PM course).

Training content

Part 1: Creating a Simple Project File

Getting Started with Project

  • Identify parts of a Microsoft Project View
  • Work with the tabs and the ribbon
  • Access key Microsoft Project views

Creating a Task List

  • Explore File Properties in Microsoft Project
  • Build the Work Breakdown Structure
  • Enter durations
  • Enter dependencies
  • Use the Notepad to enter task details
  • Practice Your Skills: Setting up a new project file
  • Advanced Concept: Creating project calendars
  • Practice Your Skills: Enter the Work Breakdown Structure
  • Practice Your Skills: Enter durations

Setting Up Resources

  • People, Equipment, Material, and Cost Resources
  • Entering Resource Pay Rates
  • Adjusting Working Time for Individual Resources
  • Documenting Resources

Creating Resource Database

  • Create a project resource database: people, equipment, consumables (materials), financial expenditures (cost)
  • Adjust a resource’s working time (availability)
  • Record additional resource information in a notepad
  • Practice Your Skills: Enter resource information
  • Advanced Concept: Custom resource calendars

Assigning Resources to Tasks

  • Assign “Work” resources
  • Calculate duration for “effort-driven” tasks
  • Schedule additional resource assignments
  • Assign “Material” and “Cost” resources
  • Calculate work for “duration-driven” tasks
  • Practice Your Skills: Assign resources
  • Advanced Concept: The Options dialogue box

Formatting and Sharing Your Plan

  • Customize a Gantt Chart view
  • Customize the Timeline view
  • Copy snapshots of the Timeline and Gantt Chart views to another application
  • Print reports
  • Create reports
  • Use the Print Preview function
  • Practice Your Skills: Enter the project logic
  • Practice Your Skills: Creating executive reports

Tracking Progress on Tasks

  • Save the baseline project schedule
  • Use various tables
  • Use the Update Project dialogue box
  • Update the schedule by reporting progress
  • Use the Update Tasks dialogue box to update actual work and durations for tasks
  • Advanced Concept: Using the baseline
  • Practice Your Skills: Tracking against the baseline

Part 2: Advanced Scheduling Concepts

Fine-Tuning Task Details

  • Enter a lag time
  • Enter non-default dependencies
  • Apply constraints
  • Enter deadlines
  • Enter fixed costs
  • Advanced Concept: Using milestones, constraints, deadlines and slack (float)
  • Practice Your Skills: Enter constraints and deadlines

Fine-Tuning Resource Details

  • Set up resources to be available at different times
  • Set up different pay rates for resources
  • Set up pay rates that will change over time
  • Set up a material resource

Fine-Tuning Assignment Details

  • Delay the start of a resource assignment
  • Edit a resource’s scheduled work on a task
  • Apply different pay rates for a resource working on different tasks
  • Enter variable consumption rates for material resources
  • Practice Your Skills: Entering resource variables

Fine-Tuning the Project Plan

  • Identify resource allocation
  • Identify overallocated resources
  • Edit a resource overallocation
  • View detailed and total project costs
  • Practice Your Skills: Resolving resource conflict

Organizing Project Details

  • Filter or highlight task and resource data
  • Create a custom table
  • Create a custom view
  • Practice Your Skills: Applying filters and customizing a view

Tracking Progress on Tasks and Assignments

  • Issue a new baseline
  • Record actual work for a task
  • Reschedule work on a task
  • Practice Your Skills: Revising the baseline

Viewing and Reporting Project Status

  • Identify task status
  • Work with the Gantt Chart Wizard
  • Add commands to the ribbon
  • Create a custom view
  • Advanced Concept: The Gantt Chart Wizard
  • Practice Your Skills: Printing your project file

Certification / Credits

Credits: 14 PDUs/CEUs

Learning Objectives

Participants will gain practical skills to:

  • Effectively define a project, enter a Work Breakdown Structure, assign resources and costs to activities, enter project dependencies, set a project baseline, input actual project status, identify resource conflicts, and produce meaningful reports.
  • Use advanced features such as individual resource calendars, custom layout definitions, filters, and the use of custom data fields.
  • Understand both the positive and negative aspects of the software in order to fully understand the applicability of the software for their needs.
  • Discuss real-world issues such as managing multiple projects, sharing of resources, and the efficient use of the software within large and small organizations.

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Procept Associates Ltd.

Procept Associates Ltd.

Since 1963, Procept (and its subsidiaries) have trained over 1 million people from over 17,000 organizations. We focus on developing competencies in project management, change management, agile management, leadership, business analysis, IT and data management, as well as soft skill...

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