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Expert Guidance for Gaining the Most from Project Management Software
Complete software training from project management
experts.
Table of Contents
Introduction
Audience
At Course Completion
Prerequisites
Microsoft Certified Professional
Exams
Student Materials
Course Outline
Introduction
Learn to use this powerful tool to manage projects. Build plans, create resource-leveled schedules, establish baselines, produce status reports and make clear task assignments. Project managers and team leaders will learn the features of this tool while following the same five-step planning method taught in our Principles of Project Management course. 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. This 2-day course is loaded with tips for making the most practical use of this tool!
Benefits
- Understand the right way to use the most important features of Microsoft®
Project Professional 2007.
- Learn the practical way to practice the discipline of project management.
- Get the hard-won expertise from instructors who are truly experts in the
tool.
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Audience
Project managers and team leaders who are responsible for building detailed
action plans and using them to manage a project.
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At Course Completion
At the end of this course, the student will be able to:
- Navigate the application quickly.
- Communicate the project plan clearly and effectively.
- Develop realistic schedules.
- Correctly track the progress of effort, cost, and schedule.
- Model dependencies within and among projects.
- Use summary tasks to get accurate, high level views of the project.
- "Level" resources within and among projects.
- Analyze and apply resource and project calendars correctly.
- Integrate information from multiple projects.
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Prerequisites
No prerequisites available.
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Microsoft Certified Professional Exams
No MCP exam currently exists for this course.
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Student Materials
The student kit includes a comprehensive workbook and other necessary materials
for this class.
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Course Outline
1. Introduction
- What is a project
- The Five Project Success Factors
- The Project Lifecyle: A Framework for Success
- 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
2. Creating a Work Breakdown Structure
- Identifying Project Tasks
- Show Project Summary Task
- Organizing the WBS
- Grouping
- Grouping Demonstration and Discussion
- WBS Number vs. Outlining
- Task Notes
- Evaluating the WBS
- Before Entering a WBS
- Exercise 1: Manipulate a WBS
- WBS Template
- Using a Template
- Editing a Template
- Creating a Template
3. Identifying Task Relationships
- Determing Task Sequence
- Types of Task Relationships (Dependencies)
4. 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
- Exercise 2: Display the Sequence
5. Defining Resoures within Project
- 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
- Exercise 3: Resource Calendar and Availability
6. Making Work Package Estimates
- Work Packages Estimates
- Duration Estimates
- Assigning Resources to Tasks
- Effort and Task Types
- Effort Driven Scheduling
- Default Task Type and Effort Driven Settings
- Exercise 4: Work, Duration and Labor
- Resource Delay Within a Task
7. Creating an Initial Schedule
- Calculate the Schedule: The Theory Behind the Software
- Critical Path
- Schedule Float
- Constraints
- Deadlines
- Task Relationships and Crashing a Schedule
- Milestones
- Changing Highlighting
- Exercise 5: Calculating and Initial Schedule
- PERT Estimating
8. Create a Resource Leveled Schedule
- 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
- Exercise 6: Resource Leveling
9. Managing the Project
- Tracking field definitions
- Creating the project baseline
- The tracking Gantt
- Exercise 7: The Baseline
- Recording Progress Using % Complete
- Updating Task and Resource Status
- Recording Progress Using Actual Work
- Exercise 8: Baselining & Tracking Performance
- Variance
- Percent Complete
- Cost
- Evaluating and Displaying Variance
- Exercise 9: Variance
- Schedule Interruptions
- Splitting Tasks
- Rescheduling Work
10. Formatting output and printing reports
- 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
- Exercise 10: Reporting
11. Managing Multiple Projects
- Integrating Multiple Projects
- Consolidating Project Files
- Resource Pools
- The Consolidated Project: Is it Realistic?
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