Microsoft Project Introduction

Duration: 1 Day

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Course Aims

‍To introduce Microsoft Project’s essential features, enabling delegates to build and manage a basic project plan, handle task dependencies, and manage resources.

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Course Prerequisites

‍This course suits users with no prior experience in Microsoft Project, although familiarity with general project management principles would be beneficial.

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Course Objectives

‍By the end of this course, delegates will be able to:

• Understand Microsoft Project’s interface, timeline, and view options.
• Set up a new project with defined start dates, calendars, and project properties.
• Create and structure tasks, milestones, and dependencies, including constraints and deadlines.
• Enter and manage resources using the Resource Sheet and assign them to tasks.
• Track project progress and set baselines for monitoring

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Course Content

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Project Management overview and introduction to the Project interface

• New features and edition comparison
• The new user interface with ribbon and Quick Access Toolbar
• Using the new TimeLine feature
• Introduction to Project Views
• Exercise: Opening and viewing a project
• Using the ‘Group By’ Feature
• Using the ‘Highlight Feature
• Viewing and changing the Project Information
• Viewing the Network Diagram
• Applying a filter
• Introduction to Project Management
• Understanding how MS Project helps you plan and adjust your projects
• Project Terminology

Planning the Project

• Defining the Project
• Completing the Project Definition
• Project Planning
• Completing the Project Plan
• Where to begin with MS Project
• Setting the project start date
• Project Properties
• Amending the Standard Calendar
• Creating a New Base Calendar
• Displaying a Specific Calendar on the Gantt Chart
• Saving the New Project File
• Ending a Project Session

Task Entry and Task Linking

• Entering tasks, milestone and summary tasks
• Inserting, deleting and moving tasks
• Adding a recurring task
• Adding a note to a task
• Working with task durations and relationships
• Using lag time and lead time
• Exercise: Creating a new project
• Creating constraints for tasks in Auto Schedule Mode
• Resolving scheduling conflicts
• Setting a deadline on a task

Resources and Resource Entry

• Using the Resource Sheet to enter resources
• Assigning and amending a resource calendar
• Setting Resource Availability Dates
• Understanding Resource Costs
• Assigning resources to tasks using Auto Schedule Mode
• Using Material Resources
• Exercise: Assigning resources to tasks

Finalising Your Project

• Exercise: Using the Task Inspector and Team Planner to view and change assigned resources
• Baselining your project

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Further Courses

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Microsoft Project Intermediate

Microsoft Project Advanced

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