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Microsoft Project 365

Training participants will learn the essential skills needed for efficient project and portfolio management.

This course covers the basics of Project Management and gets delegates to the point where they can create and begin to track a Project.

  • MSP365-O

    Microsoft Project 365 Overview

    Learn how to:

    • Get familiar with Project Terminology
    • Create a Project Plan using tasks, durations and relationships
    • Understand Project Views
    • Defining the Project
    • Work with Calendars
    • Create and Manage a Resource Pool
    • Baseline your Project.
    Duration: 1 day
    Price: £245 (exc. VAT)
  • MSP365-M

    Microsoft Project 365 Masterclass

    Learn how to:

    • Get familiar with Project Terminology
    • Create a Project Plan using tasks, durations and relationships
    • Understand Project Views
    • Defining the Project
    • Work with Calendars
    • Create and Manage a Resource Pool
    • Baseline your Project.
    Duration: 2 days
    Price: £395 (exc. VAT)

Further Information

  • MSP365-O: Course Modules

    Module 1: Creating a Task List
    • Getting Started
    • What is a Project?
    • Ribbon Overview
    • Views/Tables/forms
    • View bar
    • Entry bar
    • Auto Schedule/Manual
    • Schedule options
    • Project information
    • Creating a task List
    • Summary Tasks
    • Indenting
    • Recurring tasks
    • Milestone Task
    • Moving tasks
    • Deleting Tasks
    • Using the mouse
    • Exercise 1.

    Module 2: Adjust a Project
    • Formatting the Gantt chart
    • Task Name
    • Line styles/Text styles
    • Non-working time colours
    • Timescale
    • Adjust the timescale.
    • One tier/Two tiers/Three tiers
    • Filters/Grouping and Highlight
    • Project Calendar
    • Exceptions
    • Work weeks
    • Different time zones (summer working)
    • New
    • Print Preview
    • Header and Footers/project fields/Legend page
    • Print project range
    • Embedding docs in tasks
    • Linked/Icon
    • New/icon
    • Exercise 2.

    Module 3: Link Management
    • Linking tasks
    • FS/SS/FF/SF
    • Lead and Lag
    • Split Tasks
    • Task Constraints
    • Deadline Markers
    • Exercise 3.

    Module 4: Allocating Resources
    • Resource sheet
    • Work/material/cost
    • Assign resources.
    • Assign consumables.
    • Change a resource availability.
    • Change a resource calendar.
    • Exercise 4.

    Module 5: Baselines and Reports
    • Save a baseline.
    • Tracking view and table
    • Add columns.
    • Update tasks
    • Run reports
    • Project overview
    • Cost overview
    • Create a new report
    • Exercise 5.

    Module 6: Final Exercise

    Module 7: Appendix A
    • What is Project Management?

  • MSP365-O: Prerequisites

    Microsoft Project 2016 is a suite of tools for efficient project and portfolio management. It is designed to help users set realistic goals for project teams and customers by creating schedules, distributing resources and managing budgets. This course is a good introduction for anyone who wants to learn to use Microsoft Project as the tool for them and their team. 

  • MSP365-M: Course Modules

    Module 1: Creating a Task List
    • Getting Started
    • What is a Project?
    • Ribbon Overview
    • Views/Tables/forms
    • View bar
    • Entry bar
    • Auto Schedule/Manual
    • Schedule options
    • Project information
    • Creating a task List
    • Summary Tasks
    • Indenting
    • Recurring tasks
    • Milestone Task
    • Moving tasks
    • Deleting Tasks
    • Using the mouse
    • Exercise 1.

    Module 2: Adjusting a Project
    • Formatting the Gantt chart
    • Task Name
    • Line styles/Text styles
    • Non-working time colours
    • Timescale
    • Adjust the timescale.
    • One tier/Two tiers/Three tiers
    • Filters/Grouping and Highlight
    • Project Calendar
    • Exceptions
    • Work weeks
    • Different time zones (summer working)
    • New
    • Print Preview
    • Header and Footers/project fields/Legend page
    • Print project range
    • Embedding docs in tasks
    • Linked/Icon
    • New/icon
    • Exercise 2.

    Module 3: Link Management
    • Linking tasks
    • FS/SS/FF/SF
    • Lead and Lag
    • Split Tasks
    • Task Constraints
    • Deadline Markers
    • Exercise 3.

    Module 4: Allocating Resources
    • Resource sheet
    • Work/material/cost
    • Assign resources.
    • Assign consumables.
    • Change a resource availability.
    • Change a resource calendar.
    • Use a resource pool.
    • Resource levelling
    • Task types
    • Exercise 4.

    Module 5: Views
    • Network View/ New Template
    • Task Usage
    • Resource usage/ Form
    • Timeline
    • Team Planner
    • Split screen
    • Resource Graph
    • New Views
    • Exercise 5.

    Module 6: Baselines and Reports
    • Save a baseline.
    • Tracking view and table
    • Add columns.
    • Update tasks
    • Run reports
    • Project overview
    • Cost overview
    • Create a new report.
    • Using Visual reports
    • Exercise 6.

    Module 7: Customisations
    • Custom Fields
    • Drop down list.
    • IIF function/Graphical indicators
    • DateDiff Function
    • New table
    • Export to Excel/Using Paste Special and link.
    • Export to Excel using the map feature.
    • Customise Gantt chart icons using flag fields.
    • Master Project file
    • Sub project
    • Paste link tasks.

    Module 8: Final Exercise

    Module 9: Appendix A
    • What is Project Management?

  • MSP365-M: Prerequisites

    Microsoft Project 2016 is a suite of tools for efficient project and portfolio management. It is designed to help users set realistic goals for project teams and customers by creating schedules, distributing resources and managing budgets. This course is a good introduction for anyone who wants to learn to use Microsoft Project as the tool for them and their team.

Interested? Get in touch today.