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Microsoft Project - Advanced

Length 1 day

Course overview

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Why study this course

Microsoft Project is one of the most popular scheduling and project management programs on the market.

This course builds on the skills developed in Microsoft Project - Beginner and Intermediate courses, and covers advanced skills and features. You'll learn about macros, graphical reports, custom reports, and managing large Project files with SubProjects.

After completion of this course you may also be interested in our Agile Project Management Foundation and PRINCE2 Foundation courses.

Note: Project 2016, Project 2019, Project 2021, and Project 365 are all desktop application versions of Microsoft Project. Project 2016, Project 2019, and Project 2021 are the perpetual, bought-outright, stand-alone versions of the software; Project 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

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What you’ll learn

At the completion of this course you should be comfortable with:

Understanding and creating Custom Fields to show non-standard data
Understanding lookup fields, calculations, and traffic light custom formatting
Working with Work Breakdown Structure Codes and creating custom WBS schemes
Exploring the in-built Graphical Reports in Project and creating new custom Reports
Creating Visual Reports using Pivot Tables in Project
Understanding and creating Project Templates
Understanding how to use a common Resource Pool between several projects
Understanding how Projects can be linked, combined into Master Projects, and split into smaller SubProjects
Introduction to using Macros in Project

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Who is the course for?

This course is designed for those who need to use the advanced features of Microsoft Project such as macros, graphical reports, custom reports, and managing large Project files.

Course subjects

Custom Fields

Understanding Custom Fields
Creating Custom Fields
Inserting Custom Fields
Creating a Formula in a Custom Field
Modifying a Formula
Testing a Formula
Understanding Graphical Indicator Custom Field
Creating Graphical Indicator Custom Field
Creating a Lookup Custom Field
Creating an Outline Code Mask
Entering Lookup Table Values
Using a Lookup Table

WBS Codes

Understanding WBS Codes
Creating WBS Codes
Altering Tasks with Custom WBS Codes
Renumbering WBS Codes
Editing Custom WBS Codes

Custom Views

Preparing for the Custom View
Creating a Custom Filter for the View
Creating a Custom Group for the View
Creating a Custom Table for the View
Creating the Custom View
Removing a Custom View and its Components

Graphical Reports

Understanding Graphical Reports
How Graphical Reports Work
Running a Report
Formatting Chart Objects
Manipulating Report Data
Filtering Report Data
Cloning an Existing Report
Creating a New Report
Enhancing Report Appearance
Making Reports Global
Removing Unwanted Reports

Visual Reports

Understanding Visual Reports
Understanding Excel Visual Reports
Creating a Visual Report from a Template
Choosing Fields to Display in a Visual Report
Changing the X Axis Categories
Filtering a Visual Report
Formatting a Visual Report
Saving a Visual Report as a Template
Using a Custom Visual Report Template

Project Templates

Understanding Project Templates
Examining the Templates
Saving a Project as a Template
Using a Custom Project Template
Specifying the Personal Templates Folder
Using the Personal Template Folder
Modifying a Template
Understanding the Global Template
Organising the Global Template
Applying a Newly Organised Item
Removing Items from the Global Template

Microsoft Project Files

Opening a Project 2007 File
Moving a Project’s Start Date
Working with Multiple Files
Hiding Open Files

Linking and Combining Projects

Understanding Linked Projects
Combining Projects
Viewing a Combined Project
Printing from a Combined Project
Setting a Combined Project Start Date
Changing Data in a Combined Project
Saving and Closing a Combined Project
Using Only the Combined Project File
Using Only Subproject Files
Inserting Subprojects
Breaking Subproject Links
Creating a Read Only Subproject
Inserting Task Links
Creating a Summary Milestone

Shared Resources

Understanding Resource Sharing
Creating a Common Resource Pool
Linking to an External Pool
Linking a New Project File to the Pool
Assigning Resources from the Pool
Working with Shared Resources
Checking for Resource Links
Managing Shared Resources
Opening Shared Resource Projects
Opening the Resource Pool Only
Assembling a Resource Master
Working with a Resource Master

Downsizing Larger Projects

Understanding Project Downsizing
Creating the Resource File
Creating Smaller Projects
Linking Subprojects to Resources
Preparing for the Master Project
Creating the Downsized Master File
Setting Project Links
Finalising the Master

Other Applications

Understanding Working with Applications
Copying a Gantt Chart Image
Copying Table Data
Copying to Microsoft Excel
Linking to Microsoft Excel
Exporting to Microsoft Excel
Exporting to Excel Using a Map

Microsoft Project VBA

Understanding Microsoft Project VBA
Accessing the Developer Tab
Recording a Macro
Running a Macro
Editing a Macro
Running an Edited Macro
Localising a Macro
Running a Localised Macro

Prerequisites

This course assumes that you have completed or have an understanding of the topics covered in the Microsoft Project - Beginner and Intermediate courses.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.