Project 2021 and Project Online Desktop Essential Training

Introduction

• Getting started with Microsoft Project 2021
• What you need to know
• Understand the differences between Project editions

1. Get to Know Project

• An overview of the Project interface
• Manage files with the Backstage view
• Work with the Project ribbon
• Speed up work with the Quick Access Toolbar
• Display a different view
• Choose a different table

2. Set Up Project Files

• Set helpful Project options
• Create and save a project
• Set up your project calendar
• Define holidays and nonworking time
• Match calendar options to your project calendar

3. Creating Tasks

• The difference between auto and manual scheduling
• Create an auto-scheduled task
• Create a manually scheduled task
• Create a milestone task
• Create a summary task
• Display summary tasks and subtasks
• Copy tasks from another program
• Organize the task list
• Delete tasks and summary tasks
• Work with work breakdown structure codes

4. Creating a Schedule

• Link tasks to build a schedule
• Add lag or lead time to task links
• Set task dates to specific dates
• View tasks and task links

5. Creating Resources

• Understanding resources
• Create a work resource
• Create a material resource
• Set up costs for work and material resources
• Create a cost resource
• Resource housekeeping

6. Assigning Tasks to Resources

• Understand duration, work, and units
• Assign resources to tasks
• Use Team Planner to assign resources
• Find resource overallocations
• Use effort-driven and non-effort-driven scheduling
• Modify resource assignments
• Replace resources on a task

7. Working with Views

• Insert and rearrange table columns
• Change column settings in a table
• Use the Timeline view
• Create multiple timelines
• Sort tasks and resources
• Group tasks and resources
• Filter tasks and resources

8. Fine-Tuning the Project Schedule

• Review the critical path
• Identify schedule issues with Task Inspector
• Delay a task or assignment
• Inactivate tasks

9. Tracking and Managing a Project

• What are baseline, scheduled, and actual values?
• Save and clear a baseline
• Set up for recording progress
• Record progress
• Assign overtime
• Update costs

10. Viewing and Reporting Project Information

• Get a high-level view of project status
• Find schedule problems
• Look for cost problems
• Work with graphical reports
• Print views and reports

Conclusion

• New techniques