Microsoft Project – Essentials

Introduction

• » round table
• » agenda

Working with Project

• » using the ribbon
• » navigating the backstage view
• » finding commands

Setting Up Project Files

• » creating and saving projects
• » creating a project from a template
• » creating a project from an excel workbook
• » setting up calendars
• » defining working and nonworking time
• » setting basic options

Creating Tasks

• » manual and auto scheduling
• » creating a manual task
• » creating an autoscheduled task
• » creating a milestone task
• » creating a recurring task
• » copying tasks from another program
• » creating a summary task
• » displaying summary tasks
• » organizing tasks in a task list
• » work breakdown structure codes

Linking and Timing tasks

• » linking tasks
• » adding lag or lead time
• » setting task date constraints
• » viewing tasks and task links

Creating Resources

• » understanding resources
• » creating a work resource
• » creating a material resource
• » costs for work and material resources
• » creating a cost resource

Assigning Tasks to Resources

• » understanding duration, work, and units
• » assigning resources to tasks
• » using team planner to assign resources
• » finding overallocations
• » assigning resources
• » modifying resource assignments
• » replacing resources on a task

Working with Views

• » choosing a view
• » working with a table
• » inserting and rearranging table columns
• » changing the settings for columns in a table
• » displaying two views at the same time
• » using the timeline view
• » sorting tasks and resources
• » grouping tasks and resources
• » filtering tasks and resources
• » modifying task bar styles and task bar text
• » modifying task bar layout
• » modifying text formatting

Fine-Tuning the Project Schedule

• » reviewing the critical path
• » task inspector to review scheduling issues
• » splitting a task
• » delaying a task or assignment
• » adjusting a work contour
• » leveling resources
• » inactivating a task

Tracking and Managing a Project

• » baseline, scheduled, and actual values
• » saving and clearing a baseline
• » adding tasks to a baseline
• » updating the schedule
• » assigning overtime
• » updating costs
• » rescheduling unfinished work

Viewing and Reporting Project Information

• » viewing project schedule status
• » looking for schedule progress problems
• » looking for cost problems
• » working with text-based reports
• » using earned value
• » printing views and reports

Sharing Projects

• » saving to other formats
• » working with the global template
• » importing and exporting
• » sharing project information in other ways