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After completing this course, students will be able to:

  • Understand the discipline of project management
  • Create a Work Breakdown Structure (WBS)
  • Identify Task Types & Relationships
  • Define Resources within Project
  • Make Work Package Estimates
  • Create an Initial Schedule
  • Create a Resource Leveled Schedule
  • Create Projects from templates, Excel files
  • Create Global templates
  • Create formulas and graphical indicators
  • The steps to record a macro
  • Format Output and Print Reports
  • Integrate Multiple Projects
  • Set up a Project with a Calendar, start date, and scheduling method
  • Understand Manually Schedule vs. Auto Schedule
  • Manage multiple projects
  • Be able to create a master project list with shared resources

Pre-requisites

  • Participants with no background in Project Management are recommended to attend NICF Project Management Fundamentals prior to this course.
  • Hardware & Software
    This course will be conducted as a Virtual Live Class (VLC) via Zoom platform. Participants must own a zoom account and have a laptop or a desktop with “Zoom Client for Meetings” installed. This can be downloaded from https://zoom.us/download
System Requirement
Must Have:

Please ensure that your computer or laptop meets the following requirements.

  • Operating system: Windows 10 or MacOS (64 bit or above)
  • Processor/CPU: 1.8 GHz, 2-core Intel Core i3 or higher
  • Minimum 20 GB hard disk space.
  • Minimum 8 Gb RAM
  • Webcam (The camera must be turned on for the duration of the class)
  • Microphone
  • Internet Connection: Wired or Wireless broadband
  • Latest version of Zoom software to be installed on computer or laptop prior to the class.

Good to Have:

  • Wired internet connection
    Wired internet will provide you with stable and reliable connection.
  • Dual monitors
    Using a dual monitor setup will undoubtedly improve your training experience, enabling you to simultaneously participate in hands-on exercises and maintain engagement with your instructor.

Not Recommended:

Using tablets is not recommended due to their smaller screen size, which could cause eye strain and discomfort over the course of the program's duration.

Course Outline

Introduction to Microsoft Project

This module provides an overview of how the features of Project relate to the job of the project manager. The module also teaches the student how to access different features by navigating through the ribbon.

  • Describe how Project relates to the discipline of Project management.
  • Learn what the new features are in Project 2016.
  • Navigate to the primary views available using the Ribbon.
  • Choose Views that display task, resource, or assignment information.
  • Select table within views to change the information that is available to see and edit.
  • Relate the features of Project to the 5 steps for building a plan in Project.

A Quick and Easy Overview of Managing with Project

This module demonstrates the required steps to create and use Microsoft Project 2016 through the life cycle of a project.

  • Create a new project and prepare it for data entry.
  • Enter project tasks.
  • Sequence the tasks.
  • Define resources.
  • Estimate Task duration and assign resources.
  • Baseline the project.
  • Track project progress.

Setting Up a Project

This module explains how to create a new project and establish the basic constraints that Microsoft Project 2016 will use for its calculations.

  • Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list.
  • Establish one or more calendars to constrain resource availability.
  • Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date

Manually Schedule vs. Auto Schedule

This module explains how to how to manually schedule project tasks and how to leverage the auto schedule feature.

  • Understand how to turn on Manually Schedule and Auto Schedule.
  • Understand when to use Manually Schedule.
  • Understand the limitations of Manually Scheduling.

Creating a Work Breakdown Structure (WBS)

This module explains how to create a useful work breakdown structure and enter it into Microsoft Project.

  • Build and use summary and subordinate tasks.
  • Understand and use milestones.
  • Develop WBS Outlines.
  • Assign completion criteria.
  • Evaluate the WBS.
  • Understand and use WBS templates.

Identifying Task Relationships

This module explains the rules for establishing dependency links between tasks and how to use Project to display these dependencies.

  • Understand the different types of task relationships.
  • Understand and use various methods to create relationships.
  • Determine and display task sequence.
  • Understand and use lag, lead, and delay.
  • Understand the new feature of Task Paths.

Defining Resources within Project

This module explains how to enter resources and specific resource information in Microsoft Project and assign resources to specific tasks.

  • Define resource types.
  • Define individual resources that will be used on the project.
  • Record the cost (s) of using each type of resource.
  • Record the limit of availability for each type of resource by establishing a resource calendar.

Making Work Package Estimates

This module explains how Microsoft Project calculates task duration, task work (effort) and task resources. Students will be able to choose among three task types as they enter task estimates and they will know which task type is appropriate for the type of estimate they are making.

  • Enter estimates for duration and costs for each task.
  • Distinguish between task types and describe when each is appropriate.
  • Describe the relationship between work, units, and duration.
  • Describe the way Effort Driven scheduling is affected by work, units, and duration.
  • Assign tasks to resources using the Team Planner view.

Creating an Initial Schedule

This module explains how Project calculates a schedule based on task relationships and task duration. Students will understand the purpose of identifying critical path tasks and will be able to identify schedule float within the project.

  • Calculate float and identify a projects critical path.
  • Understand and identify task constraints.
  • Create milestones.
  • Use the Task Inspector to troubleshoot the initial schedule.

Create a Resource Leveled Schedule

This module explains how over-allocated resources create unrealistic schedules and shows methods for rescheduling in order to create a realistic schedule based on resource availability.

  • Adjust a project schedule to account for limited people and other resources.
  • View the overall cost and schedule of a project.
  • Identify resources that have been over allocated for a project schedule.
  • Use multiple ways to adjust tasks and assignments to remove over allocation for any resource.

Managing the Project

This module explains how to use Microsoft Project to control a project. Students will save their plan to a baseline and see how entering actual task performance data enables them to view differences between planned and actual performance.

  • Learn how to set a baseline.
  • Lean how to enter and track project performance data.
  • Learn how to apply different tracking methods.
  • Learn how to perform a variance analysis on a project.

Formatting Output and Printing Reports

Participants will be able to control project output by creating and using Custom Fields, Sorting, Filtering, and Grouping of the project data.

  • Print
  • Views
  • Formats
  • Sorting
  • Filtering
  • Grouping
  • Custom Fields
  • Reporting
  • Other File Formats

Managing Multiple Projects

This module explains how to view many projects as parts of one very large project in order to gain new views on resource availability and task relationships among projects.

  • Learn how to use common resources among multiple projects.
  • Learn how to link tasks between multiple projects.
  • Learn how to create a consolidated view of multiple projects.

Advanced Topics

This module explains how to leverage some of the advanced features of Microsoft Project.

  • Learn how to customize the Ribbon and the Quick Access Toolbar.
  • Learn how to customize WBS numbering.
  • Learn the concepts of Formulas and Graphical indicators.
  • Learn the purpose of the Global template and Organizer.
  • Learn how to use Task Deadlines.
  • Learn how to record a Macro.

Summary

This module provides an overview of the topics presented in the course and how to prepare for Microsoft Project Exam 74-343 Managing Projects with Microsoft Project.

Certificate Obtained and Conferred by

Awarded NICF Statement of Attainments (SOAs)

Upon completion of the course, students will also be awarded with SOAs from SSG.

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