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Mastering Microsoft Project 2007

14.00 Professional Development Units (PMI) PDU Information

Delivery Options

Class Description

Class Overview

This Microsoft Project class provides students with the knowledge and skills to plan and manage projects using Microsoft Project 2007.

To get the most from any project management software, the user must understand the project management techniques upon which the software is based. This Microsoft Project course presents the most popular project management software in the context of how a project manager will use it. Participants in this course learn the functions of the software and the project management concepts which make the software effective.

This course is intended for Project managers and projects support personnel who need to apply the discipline of project management using Microsoft Project 2007.

Class Goals

  • Understand the discipline of project management as it applies to using Project.
  • Learn to create a work breakdown structure.
  • Learn to identify task relationships.
  • Learn to define resources within Project.
  • Learn to make work package estimates.
  • Learn to create an initial schedule.
  • Learn to create a resource leveled schedule.
  • Learn to manage and track the project through the software.
  • Learn to format output and print reports.
  • Learn to integrate multiple projects.

Class Outline

  1. Introduction to Mastering Microsoft Project
    1. What Is a Project?
    2. The Five Project Success Factors
    3. The Project Lifecycle: A Framework for Success
    4. Project Definition and the Project Plan
    5. The Five-Step Planning Model
    6. How Project Management Software Displays Information
    7. Navigating the Software
    8. Understanding Views
    9. Quick Access to Views and Tables
    10. Split Screen Views
    11. Insert a Column
    12. Custom Fields
    13. The Project Guide
    14. Custom Project Guides
  2. Creating a Work Breakdown Structure
    1. Identifying Project Tasks
    2. Show Project Summary Task
    3. Organizing the WBS
    4. Grouping
    5. Grouping Demonstration and Discussion
    6. WBS Number vs. Outlining
    7. Task Outline Numbers
    8. Custom WBS Numbers
    9. Application of a WBS Prefix (Mask)
    10. WBS Before and After the Prefix (Mask) I Applied
    11. Task Notes
    12. Evaluating the WBS
    13. Before Entering a WBS
    14. WBS Templates
    15. Using a Template
    16. Editing a Template
    17. Creating a Template
    18. Lab: Manipulate a WBS
  3. Identifying Task Relationships
    1. Determining Task Sequence
    2. Types of Task Relationships (Dependencies)
    3. Methods of Creating the Relationship
    4. Using Lag to Manage Time Between Tasks
    5. Lag, Lead and Delay
    6. The Network Diagram
    7. Formatting the Network Diagram
    8. Formatting to Show Specific Data
    9. Formatting to Network Diagram
    10. Lab: Display the Sequence
  4. Defining Resources within Project
    1. Resources
    2. Resource Sheet
    3. Resource Units
    4. Resource Costs
    5. Resource Costs: Cost Rate
    6. Resource Calendar and Exceptions to the Base Calendar
    7. Task Calendar
    8. Resource Calendar
    9. Exceptions to Calendars
    10. Lab: Resource Calendar and Availability
  5. Making Work Package Estimates
    1. Work Package Estimates
    2. Duration Estimates
    3. Assigning Resources to Tasks
    4. Effort and Task Types
    5. Effort Driven Scheduling
    6. Default Task Type and Effort Driven Settings
    7. Resource Delay Within a Task
    8. Lab: Work, Duration and Labor
  6. Creating an Initial Schedule
    1. Calculate the Schedule: The Theory Behind the Software
    2. Critical Path
    3. Schedule Float
    4. Constraints
    5. Deadlines
    6. Task Relationships and Crashing a Schedule
    7. Milestones
    8. Change Highlighting
    9. PERT Estimating
    10. Lab: Calculating an Initial Schedule
  7. Create a Resource Leveled Schedule
    1. Project Statistics
    2. Resource Graph and Resource Sheet
    3. Resource Usage View
    4. Resource Allocation
    5. Task Usage View
    6. Realistic Resource Planning
    7. Resource Leveling
    8. Leveling Settings
    9. Leveling Settings Defined - Leveling Calculations
    10. Leveling Settings Defined - Resolving Overallocations
    11. The Leveling Gantt Demonstrates Results of Leveling
    12. Manual Leveling
    13. Lab: Resource Leveling
  8. Managing the Project
    1. Tracking Field Definitions
    2. Creating the Project Baseline
    3. Displaying the Baseline on a Gantt Chart
    4. The Tracking Gantt
    5. Recording Progress Using % Complete
    6. Updating Task and Resource Status
    7. Recording Progress Using Actual Work
    8. Variance
    9. Percent Complete
    10. Cost
    11. Evaluating and Displaying Variance
    12. Schedule Interruptions
    13. Splitting Tasks
    14. Rescheduling Work
    15. Lab: The Baseline
    16. Lab: Baselining & Tracking Performance
    17. Baselining & Tracking Performance
    18. Lab: Variance
  9. Formatting Output and Printing Reports
    1. Using the Gantt Wizard
    2. Visual Reports
    3. Standard Reports
    4. Custom Reports
    5. Editing a Custom Report
    6. Reports
    7. Copy Picture to Office Wizard
    8. More Formatting for the Gantt Chart
    9. Reporting Against Budget
    10. Creating a Budget
    11. Lab: Reporting
  10. Managing Multiple Projects
    1. Integrating Multiple Projects
    2. Consolidating Project Files
    3. Resource Pools
    4. The Consolidated Project: Is it Realistic?

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

Client Success
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  2. Client List
  3. Testimonials
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