Microsoft® Project Introduction

Course 3702 | 3 Days

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Microsoft Project Introduction

You Will Learn How To:

  • Leverage Microsoft Project to plan and manage project schedules and resources
  • Optimize plans and organize calendars
  • Track progress and monitor variances between targets and actuals
  • Assign resources to tasks and troubleshoot overallocation conflicts
  • Create reports and dashboards to effectively share project data
Participants predicting task behavior using Microsoft Project 2010.

Hands-On Experience Includes:

  • Creating project plans, tasks and milestones
  • Constructing and changing dependencies
  • Controlling project, task and resource calendars
  • Setting baselines and tracking progress
  • Managing resource availability and resolving overallocations
  • Generating basic and dynamic reports

About This Course: Microsoft Project provides a flexible and intuitive solution to help you gain control of your projects. In this course, you learn to effectively create a project plan, track progress, adjust resources and generate dynamic reports in a hands-on learning environment.

NEW! FREE After-Course Instructor Coaching - available after May 1, 2014.
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  • Course Info

    Course 3702 Content

    Introduction to Microsoft Project

    • Overview of project management concepts that apply to Microsoft Project
    • Introducing the Microsoft Project interface
    • Customizing the Ribbon and Quick Access Toolbar

    Creating a New Project Plan

    Building a project plan

    • Producing a work breakdown structure (WBS)
    • Entering tasks, summary tasks and milestones
    • Estimating and entering task duration
    • Establishing relationships between tasks
    • Working with different types of dependencies
    • Adjusting the project schedule to target specific dates

    Scheduling essentials

    • Leveraging manual and automatic scheduling
    • Conceptualizing and identifying the critical path
    • Analyzing and managing the schedule

    Optimizing the project plan

    • Implementing lag and lead
    • Applying deadline dates to the project plan
    • Setting, locating and removing task constraints
    • Managing master and subprojects

    Controlling Your Project Plan

    Configuring calendars

    • Creating new and updating existing calendars
    • Analyzing the relationship between project, task and resource calendars
    • Changing default calendar options

    Applying calendars to projects, tasks and resources

    • Assigning calendars appropriately
    • Updating your project plan due to calendar changes

    Sharing project calendars

    • Saving calendar changes to the Global template
    • Sharing and organizing calendars

    Keeping Your Project on Track

    Preparing for tracking

    • Validating the project plan
    • Establishing the baseline

    Tracking task progress

    • Identifying key steps in the tracking process
    • Updating the project plan with tracking data
    • Analyzing variance against the project plan
    • Creating graphical status indicators

    Troubleshooting schedule problems

    • Reviewing project task updates for timeline problems
    • Resolving issues with the project schedule

    Managing Project Resources and Assignments

    Creating and assigning resources

    • Defining work, material and cost resources
    • Assigning resources to tasks
    • Utilizing budget resources
    • Configuring resource pools

    Managing and tracking resource assignments

    • Troubleshooting resource assignments
    • Investigating and resolving resource overallocations
    • Tracking assignment progress
    • Leveraging the Usage views to manage assignments

    Analyzing Project Data and Preparing Reports

    Identifying communication needs

    • Defining stakeholder groups
    • Identifying project communication requirements

    Creating reports

    • Examining basic and dynamic report types
    • Designing dashboard indicator reports
    • Building custom tables, filters and reports
    • Creating Visual Report templates
    • Automating reporting tasks via macros

    Interacting with other applications

    • Sharing data using the Timeline view
    • Overview of collaboration features
    • Employing import and export maps

    Who Should Attend

    Anyone interested in using Microsoft Project 2010 or 2013 for managing and controlling projects.

    Training Hours

    Standard class hours:
    9:00 a.m. - 4:30 p.m.

    Last day class hours:
    9:00 a.m. - 3:30 p.m.

    Free optional course exam:
    3:30 p.m. - 4:30 p.m.

    Each class day:
    Informal discussion with instructor about your projects or areas of special interest:
    4:30 p.m. - 5:30 p.m.

  • More Course Info

    What is this course about?

    This course provides a complete hands-on introduction to Microsoft Project. During this three day comprehensive course, you will learn how to effectively schedule, optimize, track, analyze and report on your project's tasks and resources. The course focuses on the application's basic functionality while providing opportunities to learn intermediate and advanced functionality. Most of the course exercises are based on a single, real-world project that helps you build practical skills that you can transfer into the field. You will leave this course with an understanding of how to use Microsoft Project to efficiently develop realistic schedules.

    Who will benefit from this course?

    This course is beneficial for anyone who requires hands-on training in the effective use of Microsoft Project for project planning and control. Those who would benefit from attending this course might have the following, or similar, responsibilities:

    • Installing a new network
    • Scheduling a migration program
    • Moving the company office
    • Replacing hardware
    • Managing a project team
    • Scheduling subcontractors
    • Analyzing project plans developed by others

    What background do I need?

    A familiarity with project management terminology such as tasks, resources and critical path is helpful. Basic project management experience at the level of Course 296, Project Management: Skills for Success, or Course 340, Project Management for Software Development, is helpful but not required to take this course. Course 296 teaches the principles and best practices of running a broad range of projects. It also provides an overview of various PC-based project management packages, including Microsoft Project Professional, for those who are undecided about the appropriate product for their needs. Course 340 focuses on the unique aspects of software development projects. Participants should not take both Course 296 and Course 340; there is significant overlap in the content of these two courses.

    I already have a working knowledge of Microsoft® Project, will I benefit from taking this course?

    Microsoft Project 2007, 2010 and 2013 are similar in terms of core functionality. The Ribbon interface, introduced in Microsoft Project 2010, is the main difference between the 2007 and 2010/2013 versions. The main difference between 2010 and 2013 is new reporting functionality. We recommend that you attend this course if you are unfamiliar with the Ribbon interface and would like to refresh your knowledge of Microsoft Project. We would not recommend you attend this course if you have a working knowledge of Microsoft Project and can confidently navigate the Microsoft Project interface.

    Will this course help me with a project I am currently involved in?

    Yes. You gain the skills needed to review the project, obtain vital project information and analyze options to bring your project back on track using Microsoft Project.

    With what kinds of projects will this help me?

    Microsoft Project can be used to manage any type of project imaginable. Although most of our participants come from information technology backgrounds, the course is equally suitable for any kind of a project-from planning a special event to rolling out a new product.

    What version of Microsoft® Project is covered in this course?

    This course is designed to cover Microsoft Project® 2010 and 2013. As most of the core functionality is identical in both versions, the course can effectively serve both groups of users. The course highlights version differences and provides separate exercise manuals for the two versions, allowing you to choose the version that better suits your needs.

    Is Project Server covered in this course?

    Project Server is not explicitly covered in this course; however, Project Server contains a subset of the Microsoft Project client's core scheduling functionality. This allows Project Server users to create schedules using similar techniques.

    How much time is spent on each topic?

    Content Hours
    Introduction to Microsoft Project 2010 1.0
    Creating a new project plan 5.0
    Controlling your project plan 3.0
    Keeping your project on track 3.0
    Managing project resources and assignments 3.0
    Analyzing project data and preparing reports 2.0

    Times, including the workshops, are estimates; exact times may vary according to the needs of each class.

    What kinds of hands-on exercises does this course include?

    Practical, skill-building exercises account for 40 percent of class time and teach you how to use Microsoft Project to develop and optimize schedules, control the schedule, and report on schedule data. In addition to the exercises that reinforce the main course objectives, the course offers several intermediate and advanced exercises for those interested in expanding their skill set. Exercises include:

    • Creating project plans, tasks, summary tasks and milestones
    • Constructing and changing task dependencies
    • Assigning resources to tasks
    • Controlling project, task and resource calendars
    • Setting baselines and tracking progress
    • Generating project reports

    I'm attending this course from work using AnyWare-Learning Tree's web-based remote attendance platform. How will that impact what I learn?

    You will participate fully in the course and acquire the same knowledge and skills as your classmates who participate in the classroom. You will have the same course materials, be able to easily communicate back and forth and ask questions of your instructors and peers, and you will control an in-classroom workstation dedicated entirely to you. Your instructor will be able to see exactly what you're doing and can interactively offer concrete help.

    How does the course allocate time for intermediate and advanced topics?

    The course is designed to provide an overview of the basic scheduling functionality of Microsoft Project with several intermediate features covered in detail. Primary exercises are designed to reinforce your understanding of the software's core functionality. The exercise manual includes bonus exercises that cover intermediate and advanced techniques and features.

    A supplemental workbook is provided that covers advanced topics with detailed, step-by-step instructions with expert guidance on implementing advanced features. Completion of the supplemental workbook exercises is optional but recommended if you are interested in learning the "ins and outs" of Microsoft Project. The following features are included in the supplemental workbook:

    • Managing master and subprojects
    • Creating graphical status indicators
    • Utilizing budget resources
    • Configuring resource pools
    • Employing import and export maps
    • Automating reporting tasks via macros

    Is this course applicable toward a Project Management Institute (PMI) certification?

    Yes. Though this course is not designed as preparation for an exam, it is beneficial to anyone working toward, or maintaining, a PMI certification. Most PMI certifications require a specific number of PDUs in order to obtain and maintain the credential. Completion of this course provides 17 professional development units (PDUs).

    Learning Tree offers several courses that help you prepare for PMI certifications, including Course 276, Project Management Professional (PMP)® Exam Prep, which prepares you for PMI's most popular certification. For more details on these courses and PMI certifications, please see the Learning Tree PMI Registered Education Provider Q&A.

    How does this course relate to other Learning Tree courses?

    In addition to the aforementioned helpful courses (see "What background do I need?"), other related courses include:

  • Certification/Credits

    Many Learning Tree courses provide college credit and industry continuing education credits. You can also earn a Learning Tree Professional Certification in your area of expertise and prepare for popular industry certifications. See below for continuing professional development credits associated with this course.

    College Credit – 1 Semester Hours This course qualifies for 1 semester hour of college credit as certified by the American Council on Education's College Credit Recommendation Service (ACE CREDIT). Read More...
    CPE 17 CreditsThis course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. Read More...
    PMI 17 PDUThis course is approved by PMI® for 17 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs. Read More...
  • Tuition

    3-Day TuitionNew AttendeeReturning AttendeeNotes
    Commercial $2,490$2,240

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    Tuition payment is not required at time of enrollment.

    Government $2,213$1,992

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"MS Project is a perfect tool to track projects and manage resources. Thank you Learning Tree for the MS Project 2010 course that gave me the tools I needed to resolve an issue in my office... I will be returning for more courses!"

– M. O'Shea
Regulatory Health Project Manager