Overview

This interactive, hands-on class is designed for users of Project 2013, 2016, 2019, and 365. Participants will explore the more powerful features of Microsoft Project, including advanced task management, resource pools, baseline tracking, conflict resolution, multi-project coordination, working with project data, and properly closing out a project.

Course Outline

The Quick Access Toolbar and Advanced Calendar Topics
- Customizing the Quick Access Toolbar
- Understanding advanced calendars
- Working with 24-hour calendars
- Building a global template from a custom calendar
- Applying a task calendar
Working with Tasks
- Attaching notes to tasks
- Establishing a task deadline
- Adjusting task priority
- Grouping tasks
- Sorting tasks
- Filtering tasks
- Highlighting tasks
- Assigning a fixed cost to a task
Working with Resources
- Grouping resources
- Sorting resources
- Filtering resources
- Highlighting resources
- Resource working time and resource pools
- Understanding resource non-working time
- Configuring working time for individual resources
- Resource pools for sharing resources
- Building a resource pool
- Sharing a resource pool
- Understanding resource budget costs
- Step 1: Creating a Budget Cost Resource
- Step 2: Creating a Budget Work Resource
- Step 3: Creating a Budget Material Resource
- Viewing Budget Cost Resources
- Configuring Task Usage view
- Assigning a budget resource to the Project Summary Task
Managing the Project Schedule
- Multiple baselines and interim plans
- Establishing multiple baselines
- Setting and applying a status date
- Resolving resource conflicts and scheduling issues
- Understanding resource leveling
- Navigating the Tracking Gantt View
- Leveling resources to address conflicts and scheduling problems
- Delaying a task
Other Views and Shortcuts
- Understanding task forms
- Applying task forms
- Understanding resource forms
- Applying resource forms
- Compound views and the Relationship Diagram
- Keyboard shortcuts
- Using the Relationship Diagram in a compound view
Working with Multiple Projects and Project Integrations
- Consolidating multiple projects
- Benefits and drawbacks of consolidation
- Building a project schedule consolidation
- Generating project snapshots
- Overview of Project Server, Project Online, and SharePoint
Working with Project Data and Closing Out a Project
- Managing Project data
- Exporting Project data to Word and PowerPoint
- Annotating a project schedule view
- Copying the timeline into a PowerPoint presentation
- Properly closing out a project
- Generating final reports
- Building a cost overruns report with headers and footers
- Saving a project as a template and using it to start a new project