Mastering Microsoft Project 2007

Code: 50250
Course duration: 2 days

50250: Mastering Microsoft Project 2007 (2 Days)

About this Course

This two day instructor-led course provides students with the knowledge and skills to plan and manage projects using Microsoft Project 2007. To get the most from any project management software, the user must understand the project management techniques upon which the software is based. This course presents the most popular project management software in the context of how a project manager will use it. Participants in this course learn the functions of the software and the project management concepts which make the software effective. This presentation begins with the basic concepts and leads participants through all the functions they’ll need to plan and manage a small to medium-sized project, including how to level resources and capture both cost and schedule progress.

Audience Profile

This course is intended for Project managers and projects support personnel who need to apply the discipline of project management using Microsoft Project 2007.

At Course Completion

After completing this course, students will be able to:

  • Understand the discipline of project management as it applies to using Project.
  • Create a work breakdown structure.
  • Identify task relationships.
  • Define resources within Project.
  • Make work package estimates.
  • Create an initial schedule.
  • Create a resource leveled schedule.
  • Manage and track the project through the software.
  • Format output and print reports.
  • Integrate multiple projects.

Course Outline

Module 1: Introduction to Mastering Microsoft Project

This module provides an overview of how the features of Project relate to the job of the project manager.

Lessons

  • What Is a Project?
  • The Five Project Success Factors
  • The Project Lifecycle: A Framework for Success
  • Project Definition and the Project Plan
  • The Five-Step Planning Model
  • How Project Management Software Displays Information
  • Navigating the Software
  • Understanding Views
  • Quick Access to Views and Tables
  • Split Screen Views
  • Insert a Column
  • Custom Fields
  • The Project Guide
  • Custom Project Guides

After completing this module, students will be able to:

  • Define a project and the project lifecycle.
  • Relate the information and views displayed by Project to the job of the project manager.
  • Describe the difference between views and tables.
  • Be able to use a split screen view.
  • Understand the purpose of custom fields.

Module 2: Creating a Work Breakdown Structure

This module explains how to enter and format a work breakdown structure, including guidelines for naming tasks and building a WBS that is a foundation for project communication.

Lessons

  • Identifying Project Tasks
  • Show Project Summary Task
  • Organizing the WBS
  • Grouping
  • Grouping Demonstration and Discussion
  • WBS Number vs. Outlining
  • Task Outline Numbers
  • Custom WBS Numbers
  • Application of a WBS Prefix (Mask)
  • WBS Before and After the Prefix (Mask)I Applied
  • Task Notes
  • Evaluating the WBS
  • Before Entering a WBS
  • WBS Templates
  • Using a Template
  • Editing a Template
  • Creating a Template

Lab : Manipulate a WBS

  • Manipulate a WBS
  • Use the Grouping feature

After completing this module, students will be able to create a useful work breakdown structure and enter it into Project.Participants will be able to use Project to:

  • Build and use summary and subordinate tasks.
  • Understand and use milestones.
  • Develop WBS outlines.
  • Assign completion criteria.
  • Evaluate the WBS.
  • Understand and use WBS templates.

Module 3: Identifying Task Relationships

This module explains how to establish task relationships using three different methods and view task relationships using a Network Diagram and Gantt Chart. Students will understand how task relationships can be used to create a project schedule.

Lessons

  • Determining Task Sequence
  • Types of Task Relationships (Dependencies)
  • Methods of Creating the Relationship
  • Using Lag to Manage Time Between Tasks
  • Lag, Lead and Delay
  • The Network Diagram
  • Formatting the Network Diagram
  • Formatting to Show Specific Data
  • Formatting to Network Diagram

Lab : Display the Sequence

  • Display the Sequence

After completing this module, students will be able to understand the rules for establishing dependency links between tasks and be able to use Project to establish and display these dependencies.Participants will be able to use Project to:

  • Understand and use the types of task relationships.
  • Understand and use various methods to create relationships.
  • Determine and display task sequence.
  • Understand and use Lag, Lead and Delay.

Module 4: Defining Resources within Project

This module explains how to enter resources and specific resource information in Microsoft Project and assign resources to specific tasks.

Lessons

  • Resources
  • Resource Sheet
  • Resource Units
  • Resource Costs
  • Resource Costs: Cost Rate
  • Resource Calendar and Exceptions to the Base Calendar
  • Task Calendar
  • Resource Calendar
  • Exceptions to Calendars

Lab : Resource Calendar and Availability

  • Resource Calendar and Availability

After completing this module, students will be able to enter resources and resource related information into Project.Participants will be able to use Project to:

  • Define individual resources that will be used on the project.
  • Record the cost(s) of using each type of resource.
  • Record the limit of availability for each type of resource by establishing a resource calendar and defining the maximum units of that resource.

Module 5: Making Work Package Estimates

This module explains how Microsoft Project calculates task duration, task work (effort) and task resources. Students will be able to choose among three task types as they enter task estimates and they will know which task type is appropriate for the type of estimate they are making.

Lessons

  • Work Package Estimates
  • Duration Estimates
  • Assigning Resources to Tasks
  • Effort and Task Types
  • Effort Driven Scheduling
  • Default Task Type and Effort Driven Settings
  • Resource Delay Within a Task

Lab : Work, Duration and Labor

  • Work, Duration and Labor

After completing this module, students will be able to enter estimates for duration and costs for each task.Participants will be able to use Project to:

  • Assign values for resources, duration and labor.
  • Understand types.
  • Understand Effort Driven scheduling.

Module 6: Creating an Initial Schedule

This module explains how Project calculates a schedule based on task relationships and task duration. Students will understand the purpose of identifying critical path tasks and will be able to identify schedule float within the project.

Lessons

  • Calculate the Schedule: The Theory Behind the Software
  • Critical Path
  • Schedule Float
  • Constraints
  • Deadlines
  • Task Relationships and Crashing a Schedule
  • Milestones
  • Change Highlighting
  • PERT Estimating

Lab : Calculating an Initial Schedule

  • Calculating an Initial Schedule

After completing this module, students will be able to calculate float and identify a project’s critical path.

Module 7: Create a Resource Leveled Schedule

This module explains how over-allocated resources create unrealistic schedules and shows methods for rescheduling in order to create a realistic schedule based on resource availability.

Lessons

  • Project Statistics
  • Resource Graph and Resource Sheet
  • Resource Usage View
  • Resource Allocation
  • Task Usage View
  • Realistic Resource Planning
  • Resource Leveling
  • Leveling Settings
  • Leveling Settings Defined - Leveling Calculations
  • Leveling Settings Defined - Resolving Overallocations
  • The Leveling Gantt Demonstrates Results of Leveling
  • Manual Leveling

Lab : Resource Leveling

  • Resource Leveling

After completing this module, students will be able to adjust a project schedule to account for limited people and other resources.Participants will be able to use Project to:

  • View the overall cost and schedule of a project.
  • Identify resources that have been over allocated for a project schedule.
  • Use multiple ways to adjust tasks and assignments to remove over allocation for any resource.

Module 8: Managing the Project

This module explains how use Project to manage a project. Students will save their plan to a baseline and see how entering actual task performance data enables them to view differences between planned and actual performance.

Lessons

  • Tracking Field Definitions
  • Creating the Project Baseline
  • Displaying the Baseline on a Gantt Chart
  • The Tracking Gantt
  • Recording Progress Using % Complete
  • Updating Task and Resource Status
  • Recording Progress Using Actual Work
  • Variance
  • Percent Complete
  • Cost
  • Evaluating and Displaying Variance
  • Schedule Interruptions
  • Splitting Tasks
  • Rescheduling Work

Lab : The Baseline

  • The Baseline

Lab : Baselining & Tracking Performance

  • Baselining & Tracking Performance

Lab : Variance

  • Variance

After completing this module, students will be able to:

  • Set a baseline.
  • Enter and manage project performance data.
  • Pick a tracking method.
  • Perform variance analysis.

Module 9: Formatting Output and Printing Reports

This module explains how format the many views and reports available in Project.

Lessons

  • Using the Gantt Wizard
  • Visual Reports
  • Standard Reports
  • Custom Reports
  • Editing a Custom Report
  • Reports
  • Copy Picture to Office Wizard
  • More Formatting for the Gantt Chart
  • Reporting Against Budget
  • Creating a Budget

Lab : Reporting

  • Reporting

After completing this module, students will be able to print a variety of standard and custom reports.

Module 10: Managing Multiple Projects

This module explains how to view many projects as parts of one very large project in order to gain new views on resource availability and task relationships among projects.

Lessons

  • Integrating Multiple Projects
  • Consolidating Project Files
  • Resource Pools
  • The Consolidated Project: Is it Realistic?
  • Summary

After completing this module, students will be able to:

  • Use common resources among multiple projects.
  • Link tasks between projects.
  • Create a consolidated view of multiple projects.

There are no prerequisites for this course. However, it is helpful to have taken an introductory project management course, such as Versatile’s Principles of Project Management.

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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