Microsoft Project Course overview

Introduction to Microsoft Project 2016: Getting Started

In this Introduction to Microsoft Project 2016: Getting Started class, students will spend time getting comfortable with the Project 2016 user interface, including project views and the ribbon. They will also learn to enter, organize, and link tasks, work with resources, create basic reports, and create projects independently. The course allows time to practice fundamental basic skills essential for efficient use of this program.

Microsoft Project 2016: Digging Deeper

This Intermediate Microsoft Project 2016: Digging Deeper class takes an in-depth approach to key features of Project 2016 including task entry and linking, resource and resource management, and examining and updating projects. You will learn to efficiently manage projects, create master projects and sub-projects, create and customize visual reports, work with resource pools, and learn about costing.

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Instructor Led Learning

Duration: 2 Days
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Video Learning

Duration: 2 Days
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What you will learn

Level 1

  • Module 1: Components of a Project
  • Module 2: Getting Around Microsoft Project
  • Module 3: Calendars
  • Module 4: Working with Tasks
  • Module 5: Creating and Working with Resources
  • Module 6: Managing a Project

Level 2 

  • Module 1: Starting a Project from an Existing Project, Excel Workbook, or SharePoint Task List
  • Module 2: Advanced Methods for Managing Tasks and Resources
  • Module 3: Managing the Project with Advanced Techniques
  • Module 4: Formatting and Customising Views
  • Module 5: Reporting

Basic computer skills

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Introduction to Microsoft Project 2016: Getting Started

Audience Profile

This course is intended for students new to Microsoft Project.

At Course Completion

Create and manage simple projects.

Enter and manage tasks.

Work with a project calendar.

Add and manage project resources and work with the resource sheet.

Create basic reports for your project.

Module 1: Components of a Project

This module explains how to identify the components of a project and map a project. It also explains the sample projects used throughout this course.

Lessons

  • Project Components
  • Mapping a Project
  • Exercise: Mapping a Project
  • Sample Projects Used in This Course

Lab 1: None

  • None

After completing this module, students will be able to:

  • Identify components of a project.
  • Map a project.
  • Understand the sample projects that are used in this course.

Module 2: Getting Around Microsoft Project 2016

This module explains how to get around in Microsoft Project 2016.

Lessons

  • Starting Project
  • The Ribbon
  • Exercise: Understanding the Ribbon
  • The Backstage View
  • Exercise: Open and Save a Project
  • Exercise: Enter Project Information
  • Tour of the Quick Access Toolbar
  • Exercise: Add and Delete Commands from the Quick Access Toolbar
  • Basic Formatting

Lab 1: None

  • None

After completing this module, students will be able to:

  • Start Project 2016.
  • Understand tabs, groups, and commands on the Ribbon.
  • Hide the Ribbon.
  • Enter project information.
  • Customize the Quick Access Toolbar.
  • Use basic formatting in Project 2016.

Module 3: Calendars

This module explains how to work with Calendars in Microsoft Outlook 2016.

Lessons

  • Project Start Date
  • Exercise: Set the Project Start Date
  • Creating a Project Calendar
  • Connecting a Calendar to a Project
  • Formatting the Timeline to Match a Custom Calendar
  • Exercise: Create and Link a Project Calendar

Lab 1: None

  • None

After completing this module, students will be able to:

  • How to set a project’s start and finish dates.
  • Change a project calendar.
  • Format the timeline of the Gantt chart view.

Module 4: Working with Tasks

This module explains how to work with tasks in Microsoft Outlook 2016.

Lessons

  • Creating a Task
  • Entering Durations
  • Exercise: Enter Tasks and Durations
  • Scheduling Tasks
  • Exercise: Set a Task to Manual Scheduling
  • Milestone Tasks
  • Exercise: Add a Milestone Task
  • Linking Tasks
  • Exercise: Link Tasks
  • Adding Notes to Tasks
  • Exercise: Add a Note to a Task
  • Add a Calendar to a Task
  • Exercise: Add to Your Map
  • Exercise: Practice of Topics covered in Lessons 1 to 4

Lab 1: None

  • None

After completing this module, students will be able to:

None

Module 5: Creating and Working with Resources

This module explains how to create and work with resources.

Lessons

  • The Resource Sheet
  • Exercise: Enter Work, Material, and Cost Resources
  • Assigning Resources to Tasks
  • Exercise: Assign Resources to Tasks

Lab 1: None

  • None

After completing this module, students will be able to:

  • Add resources to a project.
  • Assign resources to tasks.

Module 6: Managing a Project

This module explains how to manage a project using Microsoft Project 2016.

Lessons

  • Viewing a Project
  • Reviewing and Making Adjustments to a Project
  • Exercise: Review the Project
  • Setting a Baseline
  • Viewing the Baseline
  • Exercise: Set and View a Baseline
  • Recording Progress
  • Exercise: Record Progress
  • Reporting on Projects
  • Exercise: Create a Report
  • Sending Data to Excel
  • Exercise: Send Data to Excel

Lab 1: None

  • None

After completing this module, students will be able to:

  • Use different way to view a project.
  • Review and make adjustments to a project.
  • Set a baseline.
  • Update a project.
  • Create and format reports.
  • Send data to Excel for analysis.

Microsoft Project 2016: Digging Deeper

Audience Profile

This course is intended for students who want to start with the basics and learn how to use Microsoft Project 2016.

At Course Completion

  • Work with the advanced formatting features of the Gantt chart and network diagrams.
  • Create master projects and subprojects in Project 2016.
  • Create customized project reports.
  • Work with resource pools.

Module 1: Starting a Project from an Existing Project, Excel Workbook, or SharePoint Task List

This module explains how to get started with a project.

Lessons

  • Starting a Project

Lab 1: Starting a Project from an Existing Project, Excel Workbook, or SharePoint Task List

  • Starting a Project

After completing this module, students will be able to:

  • Set project options.
  • Create a project from an existing project.
  • Create a project from an Excel spreadsheet.
  • Create a preojct from a SharePoint list.

Module 2: Advanced Methods for Managing Tasks and Resources

This module explains how to use advanced methods for managing tasks and resources.

Lessons

  • Managing Tasks and Resources
  • Understanding Elapsed versus Actual Time Settings
  • Setting Task Constraints
  • Splitting and Delaying Tasks
  • Using the Task Inspector
  • Analyzing Critical Tasks and Critical Path
  • Using Lag Time and Lead Time
  • Analyzing Task Assignments
  • Using the Team Planner
  • Using a Resource Pool and Sharing Resources
  • Managing Resource Availability and Pay Rates

Lab 1: Advanced Methods for Managing Tasks and Resources

  • Change the Task Dependency
  • Creating a Task Constraint
  • To Split a Task: Using the Gantt Chart View
  • Viewing the Task Inspector
  • Viewing the Critical Path
  • Set Lag Time and Lead Time
  • Adding a Note through the Assignment Information Dialog Box
  • Displaying a Team Planner and Apply Formatting
  • Sharing a Resource Pool
  • Changing a Pay Rate

After completing this module, students will be able to:

  • Work with task dependencies.
  • Distinguish elapsed versus actual time settings.
  • Set task constraints.
  • Split and delay tasks.
  • Use the Task Inspector.
  • Analyze critical tasks and the critical path.
  • Use lag time and lead time.
  • Analyze task assignments.
  • Use the team planner.
  • Use a resource pool and share resources.
  • Manage resource availability and pay rates.

Module 3: Managing the Project with Advanced Techniques

This module explains how to manage projects with advanced techniques in Microsoft Project 2016.

Lessons

  • Using Leveling to Solve Resouce Overallocations
  • Amending Tasks
  • Understanding Baseline and Interim Plans
  • Analyzing Project Costs and Creating Budgets

Lab 1: Managing the Project with Advanced Techniques

  • Using Leveling to Solve Resource Overallocations: Using the Gantt
  • To Amend Tasks
  • Setting Additional Baselines
  • Creating Budgets

After completing this module, students will be able to:

  • Use leveling to solve resource overallocation.
  • Amend tasks.
  • Understand baseline and interim plans.
  • Analyze project costs and create budgets.

Module 4: Formatting and Customizing Views

This module explains how to format and customize views.

Lessons

  • Customize the Gantt Chart
  • Creating a Custom View
  • Applying Filters
  • Using Work Breakdown Structure (WBS) Codes

Lab 1: Formatting and Customizing Views

  • Customizing the Gantt Chart Using Gantt Chart View
  • Creating a Custom View
  • Applying Filters
  • Using Work Breakdown Structure (WBS) Codes

After completing this module, students will be able to:

  • Customize the Gantt chart.
  • Create a custom view.
  • Apply filters.
  • Use Work Breakdown Structure (WBS) codes

Module 5: Reporting

This module explains how to use reporting in Microsoft Project 2016.

Lessons

  • Creating Visual Reports
  • Editing Reports

Lab 1: Reporting

  • Creating Visual Reports
  • Editing a Report

After completing this module, students will be able to:

  • Create visual reports.
  • Edit reports.

Module 6: Working with Templates

This module explains how to work with templates in Microsoft Project 2016.

Lessons

  • Using Subproject within a Project
  • Using the Organizer to Maintain Templates

Lab 1: Working with Templates

  • Using Subprojects within a Project
  • Using the Organizer

After completing this module, students will be able to:

  • Use subproject within a project.
  • Use the Organizer to maintain templates.

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