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Training Course MS Project

Computer training MS Project in English, French or Dutch

MS Project Training

Overview and Context

Participants' Backgrounds, Needs, and Expectations
What is a Project
Recurring Theme 1 - Simplicity, Transparency, and No Loss of Control
Recurring Theme 2 - Effort versus Accuracy -- the Asymptotic Curve

Customizing the Microsoft Windows Environment

Using Windows Explorer
File Name View Options

Opening Microsoft Project and Customizing the User Interface

Verifying the Version Number and the Application of Service Releases/Service Packs
Help Facilities -- Too Much? -- How To Turn Off
A Tour of the Screen - Names & Definitions
Notice lateral scroll bars at the bottom of both sides of the screen
Menu Bar, Tool Bars, Icons, and the View Bar
Turning Off Personalized Menus
Customizing a Tool Bar -- Adding Some Icons

Starting a New Project

Selecting a Project Start Date
Start Date versus End Date Scheduling
Entering Tasks - Observe What Project Does
Adding and Hiding Columns, and a Quick Discussion of Project's Data Base

Durations and the Time Scale

Duration Defined
Elapsed Duration
The Time Scale -- Various Ways to Manage It
The Third Timescale Level

Outlining a Project

Summary Tasks and Detail Tasks ("Parent" and "Child" Tasks)
Properties of Summary Tasks
Outline Levels
The "Line Zero" Project Summary Task
Viewing Outline Numbers
WBS Numbers and Outline Numbers -- Differences
Viewing Outline Levels - Preview of Filters

Linking Tasks

Standard Links (FS) using the Link and Unlink Icons
Selecting Adjoining Tasks with the Shift Key
Selecting Non-Adjoining Tasks with the Control Key - The Order Matters!
Linking Graphically - Slightly Dangerous
Three Other Types of Links (SS, FF, and the bizarre SF)
Entering Links in the Task Information Box and Other Forms
Power Linking by Typing Directly into the Predecessors or Successors Columns
Linking Summary Tasks -- Controversy and Confusion ("Hidden Hands")

Adding Lags to Links

Lags: Positive, Negative, and Percentage
Combining Lags with SS and FF Link Types
Documenting the Reasons for Lags with Notes
Small Negative Lags versus Large Negative Lags
An Alternative to Lags

Date Constraints

Constraints Frequently Set in Error - By Typing Dates
Eight Types of Constraints - Purposes of Each Type
When Constraints Conflict with Links - a Switch Determines Who Wins
What Types of Tasks are OK to Constrain
Documenting the Reasons for Constraints with Notes

Milestones

The Purpose of Milestones - When Are They Useful?
Conflicting Definitions with Other Applications like MPM
The Milestones Filter

Working with Project Tasks

The Deadline Feature
More About Notes - Capacity and the Ability to Insert Objects
Adding Hyperlinks to Tasks, and How they Compare with Notes
Recurring Tasks
Splitting Tasks
Moving Tasks Around in a Schedule - Methods and the Level Problem
Moving Columns to New Positions
To Autolink or Not To Autolink Inserted or Moved Tasks
Saving Work with Autosave, and Version Control Issues
The Language of Tasks: When Verbs, When Nouns
How Logic Flows Through an Unconstrained Schedule
How Detailed Should Schedules Be?

The Critical Path

Understanding The Critical Path
Different Views that Show the Critical Path
Adding the Critical Path to the Gantt View with a Wizard
Microsoft's Critical Path Options in the Tool Box (Tools-Options-Calculation)
The Impact of Date Constraints on the Critical Path
The Impact of Task Progress on the Critical Path -- The Different Effects of FS and SS Links
The Impact of Deadlines on the Critical Path -- A Departure from the Classic Definition of "Critical"
Elapsed Durations, ALAP Tasks, and their Effect on Critical Path

Filters

What is a Filter and Why is it Useful?
Filters (1) - The Short List in the Menu
Filters (2) - The Long List in "More Filters"
Filters (3) - The Power of Autofilters, Singly and in Combination
Filters (4) - Total Control - Creating and Saving Custom Filters
Applying a Highlight Filter
Linking a Filter with a View, and the Permanent Highlight Filter Option

Sorting and Grouping

When Would Sorting be Useful
Sorting (1) - The Quick Sort -- Several Choices in the Menu
Problems and Limitations with the Quick Sort
Sorting (2) - The Full Sort -- Managing the Two Check Boxes
Restoring Original Line Order with the Sort by ID Option
The "Grouping" Function - a Kind of Group Sorting with Subtotaling

Customizing Fields

Changing Field Names - 2 Ways
The View-Specific Change Technique -- Double Click Column Header
The Durable Change Technique -- Customizing the Field
Limiting Entries into Optional Fields with Data Validation
Adding a Formula to an Optional Field
Adding "Stoplight" Graphics to an Optional Field
Separate Customization Choices for Summary Tasks

Other Views and Display Options

The Calendar View
The Network Diagram View (Formerly Called "PERT" View)
The Relationship Diagram View
Splitting the Screen, and Managing the Two Split Halves
The "Arrange All" Function -- For Managing Multiple Open Projects

Reports

The Standard Reports
Editing and Customizing Reports
Using the Gantt View instead of Microsoft Project's Reports

Adding Graphics and Multimedia Objects to the Gantt Area

Adding a Text Box
Adding Clip Art
Adding Sound and Video Objects

Formatting for Printing

Wrapping Text to Handle Long Task Names
What Columns Will Appear in Print -- a Big Problem Resolved
Gantt Bar Appearances - the Bar Styles Dialogue Box
Adding and Removing Text and Dates from Gantt Bars and Milestones
Link Appearances -- Suppressing Links in Large Schedules
The Scaling Option - Get More Space with the Percent Scaling Tool
Building Headers with Variable Inserts
Building Footers with Variable Inserts - a Suggested Standard
Turning the Legend On and Off
The Final Setup Tab: Showing Notes, Blank Pages, Etc.
Last Look at Zooming - Where is the Print Date Range Dialogue Hidden?
Extra Polish: Adding Logos to Headers for Special Presentations
Formatting Options are Stored in Views

Exporting Project Images and Data to Other Applications

Exporting Gantt Views to Word and PowerPoint with the Camera Icon
Exporting with the PrintScreen Key and ALT-PrintScreen
Exporting Data to Excel -- the Outline Level Problem
Exporting Data to Access -- the Choice of Power Users

The Organizer

Overview of the Organizer: the 2-Library Concept
What Project Does When it Looks For a New View or Filter, etc.
Where Modifications are Saved - the Local Library
What the Global Library is (GLOBAL.MPT), and Why it is Useful
Making Custom Filters, Views, etc. Available to Other Schedules on Your Computer
Sharing Custom Filters, Views, etc. with Friends and Colleagues
More about Views - What They Contain and What They Don't

 

MS Project Training

  • Project Interface
  • Create New Project
  • Setup Start and End date
  • Create New tasks
  • Linking tasks – Types of links
  • Creating resources – Different types of resources
  • Assigning resources to task
  • Creating reports
  • Creating a new calendar
  • Assigning the new calendar to the project and the effect

 

 

All Office courses:

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50% discount for self-employed and small companies in the Region of Brussels

50% discount for self-employed
and small companies
via the Region of Brussels

 

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