TSE008 Managing Projects Using Microsoft® Project - Advanced Topics

Course Description

This seminar is intended for more experienced Project Managers, already well-versed in the concepts and techniques needed to properly manage projects in real-world environments.  The workshop assists participants gain ability and speed in the use of the more advanced features of Microsoft® PROJECT. Not just a “button pushing” class, the activities address those areas within a project where the software can help the Project Manager Plan, Organize, Track and Control project schedules, estimates, deadlines, costs and associated resources in a more efficient manner.

This worshop also addresses navigating the startup screen options, understanding and customizing the graphical reports, and acquaintance with the additional collaboration tools.

Prior knowledge and use of Microsoft Project is required.  We strongly recommned starting with our introduction course, TSE007 Managing Projects Using Microsoft® Project.

Upon completion, participants involved with PMI® and the Project Management Institute’s Project Management Professional (PMP) program, are awarded 8 PDUs or 8 “Contact hours”. 

Upon completion of this workshop, each participant will be able to:

Instructional methods for this program include lecture, discussion, question and answer sessions, as well as extensive hands‑on exercises.  All participants receive the course workbook, handouts and sample files for on-the-job reference.

Course Outline

  1. Introduction
    1. Course Objectives
    2. MS Project and Project Management
    3. Project Management Tools and Concepts - How to Plan, Organize, Control, and Manage the Scope of your project
    4. Using Project Management Software (without becoming a slave to it!)
  2. Advanced Scheduling Considerations
    1. Task-Type settings: understanding Duration, Units, and Work
    2. Effort-Driven Mode - Understanding how work is distributed across tasks
    3. Global vs. Individual Task-Type settings
    4. Re-calculating the Work-Formula
  3. Complex Resource Modeling
    1. Using the Maximum Units settings to model:
      1. Part-time Resources
      2. Resource groups
    2. Contour Resource Availability over time
      1. Availability Curves
      2. Effects on Total Work Hours
    3. Create and Update Advanced Resource Types;
      1. Work Resources
      2. Material Resources
      3. Cost Resources
  4. Sorting, Grouping, and Highlighting
    1. Sorting Tasks and Resources
    2. Grouping Tasks and Resources
    3. Highlighting Tasks and Resources
  5. Customizing The Data
    1. Customizing Tables
      1. Display options
      2. Updates to Existing Tables
      3. Creating New Tables
    2. Customizing Data Fields
      1. Task and Resource, Cost, Schedule, Text Fields
      2. and more…
    3. Creating New Views
    4. Customizing Reports
    5. Saving all this work for use on other Projects
    1. Exporting Features
    2. Hyper Links to Other Documents
    3. Office Automation (OLE/DDA)
      1. Dynamic Links from Excel
      2. Object Embedding
  7. Managing Multiple Projects
    1. Different Types of Multiple Projects
      1. Independent Projects
      2. Sub-projects
    2. Consolidating Projects on a Single View
    3. Linking Separate Projects Together
    4. Sharing Resources Between Projects
      1. Resource Pools
      2. Customizing the Resource Table
      3. What the data is telling you
  8. Conclusion
    1. Review What You MUST DO, for PROJECT to be helpful!
    2. Participants Critique Class
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