Microsoft Project Fundamentals

Effectively utilize Microsoft Project to take your project management to the next level

Listen to one of our facilitators explain our Microsoft Project Fundimentals course.

Microsoft Project Fundamentals

By the end of this course, users should be very comfortable:

• Understanding and navigating Microsoft Project tables and views
• Setting up project calendars, entering working and non-working times
• Creating a new project from scratch
• Creating tasks, entering task durations, summary tasks and milestones
• Entering complex relationships including lag and lead time
• Establish a resource pool, assigning resources, identifying over-allocations and levelling resources
• Applying task constraints and deadlines
• Project monitoring including baseline analysis

Who is this Microsoft Project Fundamentals Course for?

This course is designed for attendees of the Project Planning Breakthroughs program and, individuals who are responsible for monitoring the execution of a project and/or have multiple projects to administer.

How will this course benefit me or my business?

This program will enable participants to avoid common pitfalls and become competent users of Microsoft Project. By the end of this training, users should be comfortable using the program, by being able to create and manage a reasonably complex project

Microsoft Project Fundamentals (Virtual)

Dont see a course date that’s right for you? Register your interest below and we will let you know of any new dates for this course as they are added.

“Outlook to me was just a repository for emails, but now it is transformed into a powerful automated planning tool. Thank you Mary! I also like how you consider typography when setting up the layout and solution.”

“A HUGE thank you for the OneNote training that I completed. Having completed courses previously, I was expecting similar basic content and a struggle to say engaged. I was pleasantly surprised by Marys knowledge and ability to engage all attendees from beginners through to more advanced users, covering a range of skills, including more advanced use scenarios. I learnt a lot and have already applied many of the skills that I learnt.”

“It changed my life really. I felt like I’d been baptized at the end- I really felt so much lighter and freer! I’m in control of my life, actually I can, I can work the way I want to work.”

“I recently had the privilege of taking a refresher course on Microsoft Outlook, and it was nothing short of transformative. It was a wake-up call for me, realizing that I had been using Outlook for years, yet there was so much more to learn and exploit.”

“Nicky had had obviously prepared well and had customised the training for our unique needs. She made learning fun and delivered the content at the perfect pace.”

“Nicky was very knowledgeable and made sure everyone was comfortable with before going on to the next stage. Nicky’s interaction with us was amazing as she explained things well and nothing was a problem for her if someone needed help.”

“Went into the course thinking I would learn a few tips on using MO more efficiently, came out with a breakthrough on how I could be the high performer I want to be and still have a life.”

“Working with Priority Management as an organisation, [I’ve learned] that it’s not actually about the computer programs. It’s about the way in which you use those to work together.”

“The course and facilitator were great and therefore was served well. I learnt so many new things. Our facilitator was a great teacher. Very knowledgeable, spoke at a good pace.”

“Brendan was awesome, I liked the way he made the training engaging and interactive although it was virtual. One of the very few virtual trainings I have enjoyed”

“Thank you Jackie so much again for putting together such an insightful presentation. As I mentioned, the feedback so far has been really positive and a few people I have spoken to in the office today have already made some tweaks to their default settings. Your presentation skills were some of the best I’ve seen, and I was impressed with how you were able to navigate between screens despite the technical challenges. Thank you again!”

“Such a great course. Thoroughly enjoyed the training and learned so many new things that I know will benefit both myself and the organisation.”

“Great, clear delivery from facilitator, easy to understand, kept my interest and focus throughout the course.”

“Mary was very knowledgeable on the material and able to answer any queries quickly and effectively, there are many strategies that I took from the training that will allow me to build on previous knowledge and be more effective working within Outlook.”

“The workshop was great and very helpful. Simply explained, useful information and good tools! I will use the skills i have further developed and use the tools provided to my benefit!”

Learn more about Microsoft Project Fundamentals

Overview

Unit 1 – Take a Quick Tour

• Opening a Template
• Viewing and understanding Gantt Entry / Gantt Schedule / Gantt Cost, etc.
• Inserting, re-naming and hiding fields
• Displaying and editing the View Bar
• View Bar Icons
• Relationship Models (Dynamic Scheduling)
• Linking and unlinking tasks
• Splitting tasks
• Adding Summary Headings and Milestones
• Using the Outline Tool
• Viewing the task information box
• Moving about a Sheet

Unit 2 – The Upsize Project

• New Project Overview
• Understanding the Upsize Project
• General Manager (GM)
• Director of Information Technology (DIT)
• Personnel and Administration Manager (PAM)
• Building and Maintenance Services Technician (BMST)

Unit 3 – Creating a New Project

• Setting Specific Calendar Options
• Pitfalls in Changing Options
• Adjusting the Standard Calendars
• Creating a New Calendar
• Specifying Project Summary Information
• Specifying Project Information

Unit 4 – Creating Tasks

• Overview of Creating Tasks
• Entering Tasks
• Creating Summary Tasks
• Working with Summary Tasks
• Entering Milestones
• Format Task Names

Unit 5 – Task Durations and Checking Status

• Task Duration Overview
• Entering Task Durations
• Upsize Durations
• Checking Project Status
• Understanding Project Slack

Unit 6 – Creating Task Relationships

• Overview of Creating Relationships
• Entering Lag Time Entering Lead Time
• Creating Relationships Using the Link Tool
• Creating Relationships Using Task Entry
• Using Task Information for Relationships
• Creating Relationships in a Sheet

Unit 7 – Resourcing a Project

• Overview of Resourcing
• Creating a Resource Pool
• Assigning Calendars to Resources
• Adjusting Resource Information

Unit 8 – Assigning Resources

• Overview of Assigning Resources
• Assigning Part Time Resources Assigning Resources Using Task Entry View
• Effort Driven Logic
• Assigning Resources in Task Information
• Assigning Resources in a Sheet
• Assigning Resources That You Don’t Have
• Assigning ALL remaining resources

Unit 9 – Resource Levelling

• Resource Levelling Overview
• Tracking Down Overallocations
• Assigning Overtime

Unit 10 – Constraints and Deadlines

• Overview of Constraints & Deadlines
• Reviewing Our Project
• Adding a Constraint
• Creating a Deadline

Unit 11 – Project Monitoring

• Overview of Project Monitoring
• Creating A Baseline
• Getting Project to Update Progress
• Manually Updating Task Progress
• Tracking Actuals on a Gantt Chart
• Using the Tracking Box
• Viewing Task Slippage

Audience

This workshop is suitable for new users through to self-taught, long-term users of Microsoft Project. Users who are responsible for monitoring the execution of a project and/or have multiple projects to administrator.

Format

• This is a one-day program that can be delivered face-to-face or as two half-day virtual programs (MS TEAMS).

This workshop is not suitable for Mac Users. Should you have a Microsoft Office for Mac training requirement, please contact us for assistance.

What’s Included

• Comprehensive Learning Guide