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Microsoft Project 2003/2007 Workshop

2 day, 14 PDU's or 3 day, 21 PDU's format

Every good craftsman relies on good tools.  Learn the most popular tool of project management, Microsoft Project®.

DESCRIPTION

In this course you will learn how to use Microsoft Project to help you plan and manage your projects.  Microsoft Project can be the most frustrating software you use if you don't know how to unlock its secrets.  The mantra for this course is "If it is easy, it is wrong!".  In this course, you will learn the right way to use Microsoft Project and reap the benefits in better planning and execution of your projects.

LEARNING OBJECTIVES

By the end of the Microsoft Project 2003/2007 workshop, you will learn:

Introductions and Course Objectives 

  1. Projects, Project Management and Microsoft Project
    • What is a Project? 
    • What is Project Management? 
    • The Role of Microsoft Project 
    • Benefits of Microsoft Project 
  2. Getting Oriented in Microsoft Project 
    • Components of the User Interface 
    • Views 
    • Tables 
    • Field Types 
    • Dialogue Boxes 
    • The Options Dialogue Box 
    • User Assistance 
    • Navigation Tips
Planning the Project 
  1. Setting Up the Project 
    • Documenting File Properties 
    • Entering Project Information 
    • Defining a Day, Week and Month 
    • Establishing the Project Calendar 
    • Course Exercise - Setting up a Project 
  2. Defining Project Scope 
    • Building a Work Breakdown Structure 
    • Establishing Task Hierarchy 
    • Numbering the Tasks-WBS Codes 
    • Numbering the Tasks-The Unique Identifier Field 
    • Establishing Recurring Tasks 
    • Course Exercise - Entering the Work Breakdown Structure 
  3. Sequencing the Work 
    • Setting Scheduling Parameters 
    • Relationship Types 
    • Lag and Lead Time 
    • Linking Tasks 
    • Establishing Task Constraints 
    • Setting Deadlines 
    • Establishing Milestones 
    • Changing the Layout of the Network Diagram 
    • Working in the Gantt Chart View 
    • Course Exercise - Entering the Sequencing 
  4. Establishing the Resource Pool 
    • Identifying Resources for the Project 
    • Creating Resource Calendars 
    • Entering Resource Costs 
    • Entering Material Resources 
    • Course Exercise - Entering the Resources
  5. Assigning Resources to Tasks 
    • Understanding "Work" 
    • Understanding "Duration" 
    • "Work" versus "Duration" 
    • The Work Formula
    • Task Types 
    • The Work Formula Precedence 
    • Effort-Driven Tasks 
    • Assigning Resources and Work 
    • Replacing Job Titles with Resource Names 
    • Course Exercise - Entering Resource Assignments 
  6. Entering Fixed Costs 
  7. Task Calendars 
    • Establishing Task Calendars 
    • Calendar Priority Order

Optimize & Communicate the Plan 

  1. Understanding the Project Plan 
    • Identifying Total and Free Slack 
    • Identifying and Assessing the Critical Path 
    • Evaluating the Project's Cost 
    • Evaluating the Work Required 
  2. Planning for Uncertainty 
    • Adding Schedule Reserve 
  3.   Improving the Schedule 
    • Understanding the Driver Resource 
    • Evaluating Options for Improving the Schedule 
  4. Optimizing the Use of Resources 
    • Identifying Resource Over-allocations 
    • Leveling Resource Utilization 
  5. Establishing the Baseline 
    • Setting the Baseline 
    • Course Exercise - Optimize the Schedule for Time and Level the Resources

Execute the Plan 

  1. Entering Actuals 
    • Determining the Level of Detail to Track 
    • Tracking Progress at the Task Level 
    • Tracking Progress by Resource 
    • Tracking Progress by Resource & Time Period 
    • Course Exercise - Entering Actual Update Information (Time & Resources) 
  2. Making Changes to the Plan " Revising the Plan " Re-Baselining 17. Evaluating Project Status " The Tracking Gantt View

Customizing Microsoft Project 

  1. Communicating the Plan to Others 
    • Sorting & Grouping 
    • Using Filters 
    • Utilizing Auto Filters 
  2. Optimize & Communicate the Plan 
    • Customizing the Gantt Chart 
    • Creating and Printing Reports 
    • Defining and Printing Views 
    • Exporting to Microsoft Excel 
    • Managing Views, Tables, Filters, Calendars, etc. with the Organizer

 This workshop will utilize Microsoft Project 2003 or 2007 version of the software, based on your organization's request.

WHO SHOULD ATTEND

  • Project Managers / Team Leaders
  • Team Leaders moving into team leadership positions
  • Key Team Members
  • Functional Managers
  • Process and Performance Improvement Team Members
  • Business Planning Personnel

COURSE LENGTH

This course can be taught in either a 2 day, 14 PDU format or a 3 day, 21 PDU format.

The additional day allows for more, in depth explanations and more time for course exercises.  At the beginning of Day 3, each participant will have the opportunity use what they learn on a project of their choice.  This allows them to ask questions to the instructor for insight into specific situations on their project.

COURSE SIZE

Up to 20 people in your company

LOCATION

Training courses can be held at your company's location or training center.

PREREQUISITES

An open mind and a willingness to learn new techniques to properly manage projects using Microsoft Project.

REGISTRATION

To schedule a course for your company, contact IPDI at the phone number or e-mail address listed below or use the Contact Us form.

 


 
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