Microsoft Project 2013 Essential Training

Introduction

• Welcome
• What to know before you begin
• Using the exercise files

1. Working with Project

• Using the Ribbon
• Navigating the Backstage view
• Finding commands

2. Setting Up Project Files

• Creating and saving projects
• Creating a project from a template
• Creating a project from an Excel workbook
• Setting up calendars
• Defining working and nonworking time
• Setting basic options

3. Creating Tasks

• Understanding manual and auto scheduling
• Creating a manual task
• Creating an autoscheduled task
• Switching between manual and automatic scheduling
• Creating a milestone task
• Creating a recurring task
• Copying tasks from another program
• Creating a summary task
• Displaying summary tasks
• Organizing tasks in a task list
• Working with work breakdown structure (WBS) codes

4. Linking and Timing Tasks

• Linking tasks
• Adding lag or lead time
• Setting task date constraints
• Viewing tasks and task links

5. Creating Resources

• Understanding resources
• Creating a work resource
• Creating a material resource
• Setting up costs for work and material resources
• Creating a cost resource

6. Assigning Tasks to Resources

• Understanding duration, work, and units
• Assigning resources to tasks
• Using Team Planner to assign resources
• Finding overallocations
• Assigning resources with effort-driven and non-effort-driven scheduling
• Modifying resource assignments
• Replacing resources on a task

7. Working with Views

• Choosing a view
• Working with a table
• Inserting and rearranging table columns
• Changing the settings for columns in a table
• Displaying two views at the same time
• Using the Timeline view
• Sorting tasks and resources
• Grouping tasks and resources
• Filtering tasks and resources
• Modifying task bar styles and task bar text
• Modifying task bar layout
• Modifying text formatting

8. Fine-Tuning the Project Schedule

• Reviewing the critical path
• Using the Task Inspector to review scheduling issues
• Splitting a task
• Delaying a task or assignment
• Adjusting a work contour
• Leveling resources
• Inactivating a task

9. Tracking and Managing a Project

• Understanding baseline, scheduled, and actual values
• Saving and clearing a baseline
• Adding tasks to a baseline
• Updating the schedule
• Assigning overtime
• Updating costs
• Rescheduling unfinished work

10. Viewing and Reporting Project Information

• Viewing project schedule status
• Looking for schedule progress problems
• Looking for cost problems
• Working with graphical reports
• Using earned value
• Printing views and reports

11. Sharing Projects

• Saving to other formats
• Working with the Global Template
• Importing and exporting
• Sharing project information in other ways

Conclusion

• Next steps