This course is designed to familiarize you with the basic features and functions of Microsoft Project so you can use it effectively and efficiently in a real-world environment. This course covers the critical knowledge and skills a project manager needs to create a project plan during the planning phase of a project.
Version Note
This course is taught using Microsoft 2019 software but it is also applicable to users of Project Online and earlier versions of the Project desktop software. Instructors will note any features that are exclusive to 2019. This is an excellent introduction for users of Project 2019, Project Online, or earlier versions.
Note: This course is for anyone who has Project on the desktop, regardless of whether they purchased an “on-premise” edition or subscribed to a “cloud-based” (online) edition. Most project managers and project team members use the desktop application, so that is the main focus of this course. The main features of the online app are presented in an appendix.
PDU Credits
This course is worth: 14 PDU's
Target Student
This course is designed for a person with general desktop computer skills who will be responsible for creating and maintaining project plans. This course will give you the fundamental understanding of Microsoft Project necessary to construct basic project plans.
Course Objectives
In this course, you will be able to construct basic project plans using Microsoft Project.
You will:
Lesson 1: Getting Started with Microsoft Project
Topic A: Identify Project Management Concepts
Topic B: Navigate in the Microsoft Project Desktop Environment
Lesson 2: Defining a Project
Topic A: Create a New Project Plan File
Topic B: Set Project Plan Options
Topic C: Assign a Project Calendar
Lesson 3: Adding Project Tasks
Topic A: Add Tasks to a Project Plan
Topic B: Enter Task Duration Estimates
Lesson 4: Managing Tasks
Topic A: Create a Work Breakdown Structure
Topic B: Define Task Relationships
Topic C: Schedule Tasks
Lesson 5: Managing Project Resources
Topic A: Add Resources to a Project
Topic B: Create a Resource Calendar
Topic C: Enter Costs for Resources
Topic D: Assign Resources to Tasks
Topic E: Resolve Resource Conflicts
Lesson 6: Finalizing a Project Plan
Topic A: Optimize a Project Plan
Topic B: Set a Baseline
Topic C: Share a Project Plan
Lesson 1: Updating a Project Plan
Topic A: Enter Task Progress
Topic B: Enter Overtime Work
Topic C: Edit Tasks
Topic D: Update Cost Rate Tables
Topic E: Update a Baseline
Lesson 2: Viewing Project Progress
Topic A: Use View Commands
Topic B: Add a Custom Field
Topic C: Create Custom Views
Topic D: Format and Share the Timeline View
Lesson 3: Reporting on Project Progress
Topic A: View Built-in Reports
Topic B: Create Custom Reports
Topic C: Create a Visual Report
Lesson 4: Reusing Project Plan Information
Topic A: Create a Project Plan Template
Topic B: Share Project Plan Elements with Other Plans
Lesson 5: Working with Multiple Projects
Topic A: Share Resources
Topic B: Link Project Plans
Appendix A: Exploring Project Management in the Cloud
To ensure your success in this course, you should have basic knowledge and skills using the Microsoft® Windows® operating system—preferably the most current version. While you do not need to be an expert, some experience and competency with Microsoft Office applications, particularly Word and Excel®, will be useful.
NOTE: If you already have a basic understanding of how to use Microsoft Project, but want a deeper dive into its features consider going directly into our Level 2 Project class. Or if are self-taught using Project and want additional practice with project management concepts and techniques, you should also consider going directly to the second classes in this series:
Microsoft Project Level 2: Mastering Project (55301)