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Microsoft Project - Beginner

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 Microsoft Project course comprehensively covers the basics of using Microsoft Project. You'll learn how to set up a simple project, configure the project calendar, tasks, phases, milestones, assign resources, and more.

You may also be interested in our Intermediate and Advanced courses which cover more of Project's in-built features.

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

After this beginner session of our Microsoft Project course, you should be comfortable with:

Understanding how Microsoft Project can assist you in managing and controlling projects
Understanding the planning process in Project and creating a project plan
Creating Calendars for different working scenarios
Creating task lists with phases and milestones
Creating dependent relationships and fine-tuning a schedule
Understanding the Critical Path Method, slack time, lead time, and lag time
Entering resources into Project and assigning Work resources to tasks
Starting to track progress and actual performance in a project
Understanding how to print Gantt Charts and related tables

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Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. Join more than 5,000 students who attend our quality Microsoft courses every year.

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Who is the course for?

This course is designed for people who need to know how to use Microsoft Project to manage projects and elements such as calendar, tasks, resources, and more associated with projects.

Access this introductory Microsoft Project training course online or at our BGC, Metro Manila, Philippines campus.

Course subjects

Getting to Know Project

How Project Works
Starting Project
Understanding the Project Start Screen
The Project Screen
Project Operations
Using the Ribbon
Showing and Collapsing the Ribbon
Understanding the Backstage
The Project Work Area
Working with Views
Working with Split Screens
Understanding Sheet Views
Working with Tables
Gantt Chart View
Working with Gantt Charts
Understanding the QAT
Working with the QAT
Working with Project Files

Project Management

Tasks and Resources
The Importance of Planning
Understanding the Gantt Chart
Computers and Project Management

Creating a New Project

Steps in Creating a Project
Understanding Your Project
Creating a New Project File
Calendar Options
Changing Calendar Options
Working with Calendar
Modifying the Standard Calendar
Entering Public Holidays
Creating a New Resource Calendar
Creating a New Task Calendar
Setting Up Project Information
Entering File Properties

Creating Tasks

Understanding Tasks
Understanding Scheduling Icons
Our Case Study Tasks
Reviewing the Project
Entering Tasks
Creating Summary Tasks
Assignment - Creating Summary Tasks
Working in a Sheet View
Working with Summary Tasks
Working with Task Views
Examining Task Information
Understanding Task Durations
Entering Task Durations
Checking Progress
Entering Milestones
Assigning a Calendar to a Task

Scheduling

Understanding Task Dependencies
Creating Dependencies Automatically
Creating Dependencies in Task Entry
Creating Dependencies in Task Information
Creating Dependencies in a Sheet View
Fine-Tuning a Schedule Using Dependencies
Auto Scheduling Tasks
Critical Path and Project Slack
Viewing the Critical Path
Examining Task Slack
Understanding Lag Time
Entering Lag Time
Understanding Lead Time
Entering Lead Time
Inactivating a Task

Resourcing a Project

Understanding Resources
Entering Work Resources
Entering Material Resources
Entering Cost Resources
Assigning Calendars to Resources
Understanding Resource Availability
Adjusting Resource Availability
Changing the Unit Display

Resourcing Concepts

Resource Assignment Calculations
Task Types and Work Effort
Creating a Simple Assignment
Working with Fixed Unit Tasks
Working with Fixed Duration Tasks
Making Multiple Assignments
Adding Additional Resources
Adding More of the Same Resource
More Resources in Multiple Assignments
Understanding Effort Driven Scheduling
Working with Non Effort Driven Tasks
Working with Effort Driven Tasks
Resource Assignment Summary

Assigning Resources

Simple Resource Assignments
Assigning Part Time Resources
Understanding Work Contouring
Specifying Resource Usage
Contouring Work Hours
Assigning Specific Work Times
Work Times for Multiple Assignments
Problem Assignments
Assigning Resources in Task Information
Assigning Resources in a Sheet
Assigning Resources You Do Not Have
The Case Study Resources

Printing and Reporting

Printing a Gantt Chart
Printing Sheet Views
Printing Tasks for Resources
Printing Resources for Tasks

Prerequisites

This course assumes the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding and experience with printing and using a web browser is an asset, but not required. No previous experience with Microsoft Project is necessary.

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.