Microsoft Project Specialist
Course Summary:

Welcome to the Microsoft Project Specialist workshop. Project is a sophisticated project management software that can help project managers with planning, assigning resources, tracking progress, managing budgets, and analyzing workloads for projects.

Microsoft Project allows you to monitor, update, and create many facets of project development. It allows managers to track budgets, completed and pending tasks, look at overall progress, and see the big picture of the project as it is advancing.

Course Objectives:

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. 
By the end of this workshop, participants should be able to:

  • Split the view
  • Sort, group, and filter tasks
  • Use zoom
  • Overlap, delay, or split tasks
  • Set task deadlines and constraints
  • Understand task types
  • Assign a task calendar
  • Understand task indicators
  • Assign a resource calendar
  • Customize a resource calendar
  • Apply predefined resource contours
  • Specify resource availability
  • Group resources
  • Enter resource rates and overtime rates
  • Specify pay rates for different dates
  • Apply a different pay rate to an assignment
  • Use material resource consumption rates
  • Entering task fixed costs
  • Schedule resource overtime
  • Identify and balance resource overallocation
  • Save a baseline plan
  • Update project, actual task values, actual work and actual costs
  • View project statistics and costs
  • Check duration variance, work variance, and cost variance
  • Identify slipped tasks
  • Save an interim plan
  • Customize a basic or visual report
  • Create a custom report
  • Sort a report
  • Inserting a subproject
  • Consolidate multiple projects
  • View multiple project critical paths
  • View consolidated project statistics
  • Create a resource pool

Course Outline

Module One: Getting Started

  • Workshop Objectives
  • Pre-Assignment Review

Module Two: Viewing the Project

  • Using Split Views
  • Sorting Information
  • Grouping Information
  • Filtering Information
  • Using AutoFilters
  • Using Zoom
  • Module Two: Review Questions

Module Three: Working with Tasks (I)

  • Overlapping Tasks
  • Delaying Tasks
  • Setting Task Deadlines
  • Setting Task Constraints
  • Splitting Tasks
  • Module Three: Review Questions

Module Four: Working with Tasks (II)

  • Understanding Task Type
  • Assigning a Task Calendar
  • Understanding Task Indicators
  • Module Four: Review Questions

Module Five: Working with Resources

  • Assigning a Resource Calendar
  • Customizing a Resource Calendar
  • Applying Predefined Resource Contours
  • Specifying Resource Availability Dates
  • Grouping Resources
  • Module Five: Review Questions

Module Six: Working with Costs

  • Adding Pay Rates for a Resource
  • Specifying Pay Rates for Different Dates
  • Applying a Different Pay Rate to an Assignment
  • Using Material Resource Consumption Rates
  • Entering Task Fixed Costs
  • Module Six: Review Questions

Module Seven: Balancing the Project

  • Scheduling Resource Overtime
  • Identifying Resource Overallocation
  • Setting Leveling Options
  • Balancing Resource Overallocations Automatically
  • Balancing Resource Overallocations Manually
  • Module Seven: Review Questions

Module Eight: Updating Project Progress

  • Saving a Baseline Plan
  • Updating the Entire Project
  • Updating Task Actual Values
  • Updating Actual Work
  • Updating Actual Costs
  • Module Eight: Review Questions

Module Nine: Checking Project Progress

  • Viewing Project Statistics
  • Viewing Project Costs
  • Checking Duration Variance
  • Checking Work Variance
  • Checking Cost Variance
  • Identifying Slipped Tasks
  • Saving an Interim Plan
  • Module Nine: Review Questions

Module Ten: Working with Reports

  • Customizing a Basic Report
  • Creating a Custom Report
  • Customizing a Visual Report
  • Sorting a Report
  • Module Ten: Review Questions

Module Eleven: Working with Multiple Projects

  • Inserting a Subproject
  • Consolidating Projects
  • Viewing Multiple Project Critical Paths
  • Viewing Consolidated Project Statistics
  • Creating a Resource Pool
  • Module Eleven: Review Questions

Module Twelve: Wrapping Up

  • Words from the Wise

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