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You have already learnt how to create a task list with suitable dependencies, durations and how to assign and manage resources in Microsoft Project.

You will now see how to manage multiple projects side-by-side, share resources across projects, exchange project plan data with other applications via import and export, plus manage cost effectively. You will use some advanced tracking techniques to add progress to project plans, customise elements and reuse project plan information. Crucially you will see how to report on your project in and out of Microsoft Project.

Note, this course does not cover browser based versions of Microsoft Project, such as Project for the Web, Project Online or Project Web App.

See QAPRWEB for our new Project for the Web course content.

Target Audience

This course is designed for a person who has an existing understanding of project management concepts, who already has the skills to create and modify project plans using Microsoft Project, and who needs to use Microsoft Project to further manage and customise those plans through the implementation stage of a project.

This course is suitable for anyone using Microsoft Project Standard or Professional, versions 2013, 2016, 2019 and/or the cloud hosted Project Online Desktop Client software. Users of Microsoft Project 2010 will notice significant differences around the reporting functionality as well as the look and feel.

An understanding of project management concepts.
You will know how to:
- Create a Project plan from scratch
- Set dependencies between tasks
- Assign resources to tasks in a plan
- Add standard progress to a plan

Dual monitor setup IS REQUIRED for when attending this course via the QA Attend from Anywhere delivery method.

Manage project costs
Work with multiple projects and share resources across project files
Exchange project plan data with other applications
Update and ‘track’ a project plan with advanced techniques
Edit existing and create custom reports. Use external application for reports
Customise Project to meet specific requirements

Project Introduction Course – Consolidation

Module 1: Manage Costs in Microsoft Project

Topic A: Create Different Cost Rates for Resources
Topic B: Change the Resource Cost on Individual Tasks
Topic C: Alter Costs Based on Time Periods
Topic D: Assign Overtime Costs and Work to Resources

Module 2: Working with Multiple Projects

Topic A: Combining Multiple Projects as a Programme
Topic B: Creating a Shared Resource Pool
Topic C: Assigning Resources using a Resource Pool
Topic D: Using Cost Rate Tables with a Resource Pool
Topic E: Identifying the Critical Path or Paths in a Programme

Module 3: Import and Export Information

Topic A: File Formats Supported by Microsoft Project
Topic B: Mapping Project Information
Topic C: Exporting Microsoft Project Information
Topic D: Importing Information into Microsoft Project

Module 4: Tracking Progress and Project Actuals

Topic A: Moving a Project
Topic B: Entering Task Progress as Scheduled
Topic C: Updating and Monitoring Progress using a Status Date
Topic D: Updating Actuals
Topic E: Reschedule Incomplete Work

Module 5: Reporting on Projects

Topic A: Reporting on Progress
Topic B: Manipulate Built-In Reports
Topic C: Earned Value Reporting
Topic D: Work with Multiple Baselines
Topic E: Distribute Project Data in Other Formats

Module 6: Customising Microsoft Project

Topic A: Working with the Timeline Feature
Topic B: Create Custom Fields
Topic C: Create Custom Filters
Topic D: Create Custom Tables
Topic E: Create Custom Views
Topic F: Create Custom Reports
Topic G: Create Templates
Topic H: Using the Organizer

Appendices

Appendix 1: Microsoft Project – Feature and Version Matrix Project
Appendix 2: Agile in Microsoft
Appendix 3: Calculation Options with Status Date
Appendix 4: Using Interim Plans

Upcoming Trainings

Join our public courses in our New Zealand facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

16 November 2024