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Project Online

Duration: 3 Days, 6 Modules
Module Price: $130

This six-module, instructor-led course provides students with the knowledge and skills that are needed to understand, create, build out, track progress, and report status for corporate projects using Microsoft Project Online. This course offers a significant amount of lecture, hands-on practices, and discussions that assist students in becoming proficient in the skills that are needed to use Microsoft Project Online.

 

Audience

This course is intended for project managers, team leads, team members (resources), or other staff who are responsible for documenting and managing work in projects and will be or are using the 2013 version of this software. This class is fundamental knowledge for all individuals who will also be using Microsoft Project Server 2013 or Project Online. Students would ideally be familiar with key project management concepts and terminology found in Project Management Institute (PMI), A Guide to the Project Management Body of Knowledge (PMBOK Guide) – Fourth Edition, and may have exposure to earlier versions of Microsoft Office Project. This class is not appropriate for people who are currently using any previous version of MSProject with no plans to upgrade to the 2013 version.

 

At Course Completion

After completing this course, students will be able to:

  • Define and understand the intended benefits, processes, and uses of the Microsoft Project Application.
  • Plan, organize, and document Phases, Tasks/Activities, and Milestones in a project plan.
  • Plan, organize and document Resources that are needed to build successful schedules and budgets.
  • Understand the best practices for ensuring the software will calculate schedules based on the needs of all users/stakeholders.
  • Understand best practices for resolving issues such as “slipping” schedules and management of changes to resource allocation.
  • Understand how to use the views, tables, and reports to analyze project and task status, and report that status to interested stakeholders.
  • Understand customizing the software to tailor the needs of the organization and project manager.
  • Understand collaborative functions available in this version of Microsoft Project Online.

 

Prerequisites

  • Before attending this course, students should have:
  • Familiarity with the key project management concepts and terminology found in the PMI PMBOK Guide –Third Edition.
  • Experience with Microsoft Office Excel.
  • Experience or exposure to SharePoint as a user.
  • Working experience as a project manager, team lead, or resource on project teams in their organization.

 

Module 1: Overview and Introduction

  • Tour MS Project
  • Starting a Plan
  • New from Excel Workbook (discussion)
  • New from SharePoint List (discussion)
  • New From Scratch
  • Setting File Options

Building a Project Plan

  • Schedule Start/Finish Date
  • Create a Project Calendar
  • Add Tasks
  • Manually-Scheduled vs Automatically Scheduled Tasks and Data Fields
  • Adding Milestones to the Plan
  • Outline the Project Tasks
  • Setting Task Types 
  • Enter Task Durations/Work
  • Viewing the Project Summary Task
  • Links and Lag

 

Module 2: Building a Project Plan

  • Pre-Resource Milestones, Constraints and Deadlines 
  • Creating Work Resources
  • Create a Resource Calendar/Modify Resource Working Time
  • Creating Resource Notes
  • Exploring the Costing Tables in Work Resources
  • Overview of Generic Resources
  • Overview of Cost Resources
  • Overview Using Cost Resources with Budget Resources
  • Assign Work Resources to Tasks
  • Work Resources and Task Types 
  • Assign Material Resources to Tasks as Tools
  • Assign Material Resources to Tasks as Consumables.
  • Determining Over allocated Resources
  • Resolve Resource Conflicts by Using the Resource Planner View
  • Resolve Resource Conflicts by Leveling Resources Manually
  • Resolve Resource Conflicts by Leveling Resources Automatically
  • Post-Resource Milestones, Constraints and Deadlines
  • View Critical Tasks 

Saving/Publishing a Plan

  • Locally Saving the File
  • Saving the File in Other Formats (PDF)
  • Synching with SharePoint (Introduction)

 

Module 3: Preparing for Tracking Progress

  • Set a Baseline
  • Choosing a Tracking Mode

Tracking Progress

  • Enter Task Progress/Actuals
  • View Task Progress 
  • Rescheduling Tasks

Understanding Project Status

  • Viewing Slippage
  • Viewing Baselines
  • Using the Task Inspector
  • Using the Task Path Viewer

Tracking Progress over Time

  • Interim Plans

Presenting Progress

  • Grouping Tasks and Resources
  • Filtering Tasks and Resources

 

Module 4: Presenting Progress

  • Exploring the Default Tables
  • Inserting and Hiding Columns
  • Creating Custom Fields
  • Creating Custom Tables
  • Exploring the Default Views
  • Creating Custom Views 
  • Changing Text Styles
  • Changing Graphical Formats
  • Using the Timeline View

 

Module 5: Reporting Progress

  • Exploring Resource Reports
  • Exploring Cost Reports
  • Exploring In Progress (Task) Reports
  • Exploring the Dashboards
  • Creating a New Custom Report
  • Understanding the Custom Reports Explorer
  • Exploring the Visual Reports (Exporting to Excel and Visio)
  • Creating Custom Visual Reports

 

Module 6: Application Administration Templates & Sharing Custom Objects

  • Exploring the Getting Started Function
  • Basic Administration
  • Using the Organizer to Save Custom Objects
  • Creating Templates
  • New from Excel Workbook (Import from Excel)
  • New from SharePoint Task List

Advanced Administration

  • Create a Consolidated Project (Program)
  • Share Resources with a Resource Pool
  • Export Data to other data sources

This six-module, instructor-led course provides students with the knowledge and skills that are needed to understand, create, build out, track progress, and report status for corporate projects using Microsoft Project Online. This course offers a significant amount of lecture, hands-on practices, and discussions that assist students in becoming proficient in the skills that are needed to use Microsoft Project Online.

 

Audience

This course is intended for project managers, team leads, team members (resources), or other staff who are responsible for documenting and managing work in projects and will be or are using the 2013 version of this software. This class is fundamental knowledge for all individuals who will also be using Microsoft Project Server 2013 or Project Online. Students would ideally be familiar with key project management concepts and terminology found in Project Management Institute (PMI), A Guide to the Project Management Body of Knowledge (PMBOK Guide) – Fourth Edition, and may have exposure to earlier versions of Microsoft Office Project. This class is not appropriate for people who are currently using any previous version of MSProject with no plans to upgrade to the 2013 version.

 

At Course Completion

After completing this course, students will be able to:

  • Define and understand the intended benefits, processes, and uses of the Microsoft Project Application.
  • Plan, organize, and document Phases, Tasks/Activities, and Milestones in a project plan.
  • Plan, organize and document Resources that are needed to build successful schedules and budgets.
  • Understand the best practices for ensuring the software will calculate schedules based on the needs of all users/stakeholders.
  • Understand best practices for resolving issues such as “slipping” schedules and management of changes to resource allocation.
  • Understand how to use the views, tables, and reports to analyze project and task status, and report that status to interested stakeholders.
  • Understand customizing the software to tailor the needs of the organization and project manager.
  • Understand collaborative functions available in this version of Microsoft Project Online.

 

Prerequisites

  • Before attending this course, students should have:
  • Familiarity with the key project management concepts and terminology found in the PMI PMBOK Guide –Third Edition.
  • Experience with Microsoft Office Excel.
  • Experience or exposure to SharePoint as a user.
  • Working experience as a project manager, team lead, or resource on project teams in their organization.

 

Module 1: Overview and Introduction

  • Tour MS Project
  • Starting a Plan
  • New from Excel Workbook (discussion)
  • New from SharePoint List (discussion)
  • New From Scratch
  • Setting File Options

Building a Project Plan

  • Schedule Start/Finish Date
  • Create a Project Calendar
  • Add Tasks
  • Manually-Scheduled vs Automatically Scheduled Tasks and Data Fields
  • Adding Milestones to the Plan
  • Outline the Project Tasks
  • Setting Task Types 
  • Enter Task Durations/Work
  • Viewing the Project Summary Task
  • Links and Lag

 

Module 2: Building a Project Plan

  • Pre-Resource Milestones, Constraints and Deadlines 
  • Creating Work Resources
  • Create a Resource Calendar/Modify Resource Working Time
  • Creating Resource Notes
  • Exploring the Costing Tables in Work Resources
  • Overview of Generic Resources
  • Overview of Cost Resources
  • Overview Using Cost Resources with Budget Resources
  • Assign Work Resources to Tasks
  • Work Resources and Task Types 
  • Assign Material Resources to Tasks as Tools
  • Assign Material Resources to Tasks as Consumables.
  • Determining Over allocated Resources
  • Resolve Resource Conflicts by Using the Resource Planner View
  • Resolve Resource Conflicts by Leveling Resources Manually
  • Resolve Resource Conflicts by Leveling Resources Automatically
  • Post-Resource Milestones, Constraints and Deadlines
  • View Critical Tasks 

Saving/Publishing a Plan

  • Locally Saving the File
  • Saving the File in Other Formats (PDF)
  • Synching with SharePoint (Introduction)

 

Module 3: Preparing for Tracking Progress

  • Set a Baseline
  • Choosing a Tracking Mode

Tracking Progress

  • Enter Task Progress/Actuals
  • View Task Progress 
  • Rescheduling Tasks

Understanding Project Status

  • Viewing Slippage
  • Viewing Baselines
  • Using the Task Inspector
  • Using the Task Path Viewer

Tracking Progress over Time

  • Interim Plans

Presenting Progress

  • Grouping Tasks and Resources
  • Filtering Tasks and Resources

 

Module 4: Presenting Progress

  • Exploring the Default Tables
  • Inserting and Hiding Columns
  • Creating Custom Fields
  • Creating Custom Tables
  • Exploring the Default Views
  • Creating Custom Views 
  • Changing Text Styles
  • Changing Graphical Formats
  • Using the Timeline View

 

Module 5: Reporting Progress

  • Exploring Resource Reports
  • Exploring Cost Reports
  • Exploring In Progress (Task) Reports
  • Exploring the Dashboards
  • Creating a New Custom Report
  • Understanding the Custom Reports Explorer
  • Exploring the Visual Reports (Exporting to Excel and Visio)
  • Creating Custom Visual Reports

 

Module 6: Application Administration Templates & Sharing Custom Objects

  • Exploring the Getting Started Function
  • Basic Administration
  • Using the Organizer to Save Custom Objects
  • Creating Templates
  • New from Excel Workbook (Import from Excel)
  • New from SharePoint Task List

Advanced Administration

  • Create a Consolidated Project (Program)
  • Share Resources with a Resource Pool
  • Export Data to other data sources
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