Course 55100-A: Managing Projects using Microsoft Project 2010 Desktop

Microsoft

Course 55100-A: Managing Projects using Microsoft Project 2010 Desktop

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The goal of this three-day instructor-led course is to provide students with the knowledge and skills necessary to effectively manage projects using Microsoft Project 2010 desktop.

Audience Profile

This course is intended for Project Managers, Project Schedulers, Managers, Supervisors, Team Leads and other people responsible for managing projects. These individuals are involved in or responsible for scheduling, estimating, coordinating, controlling, budgeting and staffing of projects and supporting other users of Microsoft Project 2010. Typical products and technologies that are used include Microsoft Project 2010, Microsoft Excel 2010 and Microsoft SharePoint Server.

Prerequisites

Course outline

Module 1: Overview of Microsoft Project 2010

Module Overview

This module provides an overview of Project 2010. Lessons presented in this module will review the success factors to project management and explore the new user interface (the Ribbon). You will learn about the project database, types of data included and what constitutes a database view.

Lessons

Success Factors to Project Management
What is a Project ?
Project Management Software
Why use Microsoft Project 2010 ?
Formulate a Strategy
Success Checklist
Exploring the Ribbon
What is the Ribbon ?
Task Tab
Resource Tab
Project Tab
View Tab
Format Tab
File Tab (Backstage) Task Tab
Exploring the Project 2010 Views
What is a View?
Task Views
Resource Views
Combining Views
Understand the success factors for your project schedule
Understand the Project 2010 ribbon
Understand Project 2010 views

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand the success factors for your project schedule.
Understand the Project 2010 ribbon.
Understand Project 2010 views.

Module 2: Initializing a Project

Module Overview

This module explains how to initialize a project schedule prior to performing any work on your schedule. Lessons presented in this module will review how calendars work in Project and how to create and configure calendars. You will review the difference between duration and work/effort and understanding how they drive your project scheduling. You will also learn how to create project schedules from various methods.

Lessons

Creating and Configuring Calendars
How Calendars work in Project 2010
Creating a Base Calendar
Setting Working Hours and Days
Setting Calendar Options
Setting Non-Working Hours and Days
Setting Calendar Options
Saving the Base Calendar to the Global Template
Configuring Schedule/Display Options
Understanding Duration vs. Work / Effort
What is Effort Driven Scheduling ?
Understanding Task Types
Setting Schedule Options
Setting Display and General Options
Creating and Saving a Project Schedule
Creating a New Project Schedule
Adding Project Information
Creating a Schedule from an Excel Workbook
Creating a Schedule from a SharePoint Task List
Importance of Naming Standards
Saving the Schedule
Setting Read-Only and Password Attributes
Save and Send Options

Lab Sessions

Creating Calendars

Lab Lessons

Create a Schedule from an Excel Workbook
Add Project Information
Save Project Schedule with Read-Only and Password Attributes

After completing this module, students will be able to:

Create a new project schedule.
Add project information.
Create a schedule from an Excel workbook.
Create a schedule from a SharePoint task List.
Understand the importance of naming standards.
Set read-only and password attributes.
Save the schedule.
Understand Save and Send options.

Module 3: Creating a Work Breakdown Structure

Module Overview

This module describes working with a Work Breakdown Structure (WBS). Lessons presented in this module will review what a WBS is and why it is important. You will then create the WBS by entering tasks and estimating task lengths. You will also learn to set milestones and applying milestone filters.

Lessons

Overview of the WBS
What is a WBS ?
Task categories
Best Practices
Creating the Work Breakdown Structure
Entering Tasks
Working with Task Information
Outlining Tasks into a Hierarchy
Displaying Outline Numbers & WBS
Customizing WBS Codes
Estimating Task Lengths
Overview of Estimating
Entering Estimates
Entering Milestones
How to Set a Milestone
Apply Milestone Filters
Best Practices

Lab Sessions

Creating a Work Breakdown Structure
Entering Estimates
Entering Milestones

Lab Lessons

Add New Tasks
Outline Tasks into Phases
Display the WBS Column
Add Durations to Tasks
Create Milestones and Test Milestone Filter

After completing this module, students will be able to:

Understand what a Work Breakdown Structure is.
Best practices of creating a WBS.
Entering tasks and creating a hierarchy.
Overview of estimating task lengths.
Understand what a milestone is and how it may be used.

Module 4: Creating Task Relationships

Module Overview

This module describes how to task relationships work in a project schedule. Lessons presented in this module will explain the difference between automatic and manual scheduling and when to use them. You will work with task dependencies, understanding predecessors and how they work. You will also know the difference between leads and lags and when to use them.

Lessons

Automatic vs. Manual Scheduling
Scheduling Overview
Manual vs. Automatic Scheduling
When to Use Manual Scheduling
Setting Scheduling Options
Adjusting Tasks in Manual Mode
Working with Dependencies
Task Dependency Types
Creating Dependencies
Viewing Dependencies
Best Practices for Using Dependencies
Understanding Leads and Lags
What is Lead Time ?
What is Lag Time?
Best Practices

Lab Sessions

Working with Manual and Automatic Scheduling
Working with Dependencies
Working with Leads and Lags

Lab Lessons

Change Task Scheduling from Automatic to Manual
Add Text to Fields
Viewing Successors
Creating Finish-to-Start Task Dependencies
Creating Dependencies between Phases
Editing Existing Dependencies
Add Lag Time
Add Lead Time

After completing this module, students will be able to:

Understand scheduling.
Know the features of manual and automatic scheduling.
Know when to use manual and automatic scheduling.
Set scheduling options.

Module 5: Configuring Advanced Task Information

Module Overview

This module describes how to work with advanced task information. Lessons presented in this module will explain task constraints and what actions create constraints automatically. You will learn about task deadlines, task form views. You will also learn how to split tasks and how to use the Task Inspector to examine your tasks to make suggestions.

Lessons

Working with Task Constraints
What are Constraints ?
Constraint Types
Actions that Create Automatic Constraints
Advanced Task Management
Task Deadlines
Using the Task Inspector
Using Task Form Views
Adding Notes to Tasks
Applying a Calendar to a Task
Splitting Tasks
Working with Timescale

Lab Sessions

Working with Task Constraints
Working with Advanced Task Management

Lab Lessons

Add StartNo-Earlier Than Constraint (SNET)
Add Finish-No0-Later Than Constraint (FNLT)
Add Total Slack Column
Add a Task Deadline
Remove Summary Task Constraint
Add a Calendar to a Task
Add a Note to a Task
Use the Task Inspector
Working with Timescale

After completing this module, students will be able to:

Work with task constraints.
Understand advanced task management techniques.

Module 6: Creating Resources

Module Overview

This module describes how to create resources in your project schedule. Lessons presented in this module will explain the different resource types and how to create them. You will also learn how to assign material, cost and budget resources to the project schedule.

Lessons

Resource Types
Work Resources
Cost Resources
Material Resources
Budget Resources
Creating Work and Material Resources
Creating a Work Resource
Resource Information General
Resource Information Costs
Resource Information Notes and Custom Fields
Inserting Resources
Creating a Material Resource
Assigning Material, Cost and Budget Resources
Assign a Cost Resource
Assign a Material Resource
Assign a Budget Resource

Lab Sessions

Creating Work and Material Resources
Creating Cost and Budget Resources
Working with Resources

Lab Lessons

Create a Work Resource
Modify a Resource Calendar
Create a Generic Resource
Create a Material Resource
Create a Cost Resource
Create a Budget Cost Resource
Create a Budget Work Resource
Bulk Import Resources
Assign a Cost Resource
Assign a Material Resource
Assign Budget Resources

After completing this module, students will be able to:

Understand resource types.
Create resources: work, cost, budget and material.
Assign cost, budget and material resources.

Module 7: Assigning and Leveling Work Resources

Module Overview

This module describes how to assign and level work resources against a project schedule. Lessons presented in this module will explain what an assignment is and how create various assignments. You will learn about factors that affect assignments and how to view resource assignments. You will also learn how to view and resolve resource allocations using manual and automatic resource leveling.

Lessons

Overview of Assignments
What is an Assignment
Assignment Formula
How to Create Assignments
Creating Fixed Unit Assignments
Creating Fixed Duration Assignments
Creating Fixed Work Tasks
Factors that Affect Assignments
Percentage Complete
Assignment Units and Peak Units Values
Resource Calendar
Delaying an Assignment
Rules for Creating Assignments
Best Practices
Resolving Resource Overallocations
Understanding Overallocations
Views to Identify Overallocations
Leveling Resources Project Manager
Leveling Resources Microsoft Project

Lab Sessions

Creating Assignments
Working with Factors that Affect Assignments
Viewing Resource Assignments
Resolving Resource Overallocations

Lab Lessons

Creating Fixed Unit Assignments
Creating Fixed Duration Assignments
Creating Fixed Work Assignments
Assigning Resources Using Percentage
Adding Additional Resources
Assigning Resources with Variable Units
Add Vacation Time
Delaying an Assignment
Working with Resource Usage View
Working with Task Usage View
Working with Team Planner View
Assign Resources to Tasks
Identify Overallocations using the Resource Sheet
Identify Overallocations using Resource Usage
Modify the Predecessor of a Task
Reviewing Changes
Using Automatic Leveling

After completing this module, students will be able to:

Understand task types and effort-driven concepts.
Understand what is an assignment.
Understand the scheduling formula.
Create fixed units assignments.
Create fixed duration assignments.
Create fixed work assignments.

Module 8: Reviewing and Finalizing the Schedule

Module Overview

This module describes how to review and finalize the project schedule. Lessons presented in this module will explain what are groups and filters and how to use them. You will learn the Critical Path Method and how to format and view the critical path of a project schedule. You will also learn about project baselines and how to set and update a baseline.

Lessons

Working with Groups and Filters
What are Groups ?
How to Use Groups
What are Filters ?
How to Use Filters
How to Use Highlights
How to Use AutoFilter
Understanding the Critical Path Method
What is a Critical Path ?
Formatting Views to Display Critical Path
Setting Slack Tolerance
Shortening the Critical Path
Setting a Project Baseline
What is a Baseline
Fields Used in Setting a Baseline
Setting the Baseline
Updating a Baseline
Views Using Baseline Data
Appendix
Appendix A Default Groups
Appendix B Default Filters

Lab Sessions

Working with Groups and Filters
Working with the Critical Path
Setting a Project Baseline

Lab Lessons

Formatting Views to Display Critical Path
Setting Slack Tolerance
Shortening the Critical Path
Migrating Settings by using Windows Easy Transfer
Configuring a Reference Image of Windows 7
Configuring a Reference Image
Setting the Baseline
Viewing the Tracking Gantt
Adding Baseline Data to Usage and Resource Views

After completing this module, students will be able to:

Filter and group schedule data.
Understand and exam the critical path.
Set the schedule baseline.

Module 9: Tracking and Updating Projects

Module Overview

This module describes how to track and update a project schedule. Lessons presented in this module will explain tracking and how to use the various tracking methods. You will learn how to update milestones, material and cost resources. You will also learn about project status and how to update the project status.

Lessons

Overview of Tracking Projects
What is Tracking ?
Tracking Methods
Options that Affect Tracking
Best Practices of Tracking
Tracking Projects
Preparing a Task to be Tracked
Using Percent Complete
Using Task Level Tracking Task Duration
Using Task Level Tracking Task Work
Using Resource Level Tracking Task Details
Using Resource Level Tracking Resource Usage
Updating Milestones, Material and Cost Resources
Updating Milestones
Updating Material Resources
Updating Cost Resources
Updating Project Status
Overview of the Tracking Cycle
Setting a Status Date
Rescheduling Incomplete Work
Getting the Project Back on Track

Lab Sessions

Working with Tracking Methods
Updating Milestones, Materials and Cost Resources

Lab Lessons

Preparing Tasks to be Updated
Track Using Percent Complete
Using Task Level Tracking Task Duration
Using Task Level Tracking Task Work
Using Resource Level Tracking Task Details
Using Resource Level Tracking Resource Details
Update Milestones using the Tracking Gantt
Update Material Resources using the Task Details Form
Update Cost Resource using the Task Details Form
Entering a Status Date
Rescheduling Incomplete Work

After completing this module, students will be able to:

Understand tracking and tracking methods.
Enter tracking data for work resources.
Update costs, materials and milestone tasks.
Reschedule incomplete work.

Module 10: Managing Multiple Projects and Resource Pools

Module Overview

This module describes managing multiple projects and resource pools. Lessons presented in this module will explain what a resource pool is and how to create and share them with other users. You will learn about linking multiple projects and analyzing the effects of changing values in one project. You will also learn about master projects, how to create them and how to insert sub-projects.

Lessons

Linking Multiple Projects
Overview of Multiple Projects
Cross-Linking Projects
Analyzing the Effects of Changing Values
Working with Master and Sub-Projects
Overview of Master Projects
Creating a Master Project and Inserting Sub-Projects
Leveling Resources Across Projects
Working with Resource Pools
What is a Resource Pool ?
Creating a Resource Pool
How to Share Resources across Multiple Projects
Viewing Resource Usage in the Resource Pool
Appendix A Customizing Project 2010 Features
Customizing the User Interface
Customize the Quick Access Toolbar
Customizing the Ribbon
Exporting/Importing the Customization Files
Customizing Formats and Styles
Overview on Custom Formats and Styles
Customizing Gantt Views
Customizing Timeline Views
Working with the Organizer
What is an Object and Available Objects
Define Settings in Organizer
Using the Organizer to Share Objects
Creating Custom Objects
Creating a Custom Field
Creating a Custom Filter
Creating a Custom Group
Creating a Custom Table
Creating a Custom View
Appendix B Communicating Project Information
Defining Print Settings
Print Settings
Define Page Setup
Working with Copy Picture to Office Wizard
Working with Project Reports
Selecting Project Reports
Editing Project Reports
Creating Custom Project Reports
Working with Visual Reports
Overview of Visual Reports
Anatomy of a Pivot Table
Viewing Visual Reports
Creating Visual Report Templates
Collaborating Project Information
Export Project Table to Excel
Publish a Project to a SharePoint List
Import a SharePoint List into Project

Lab Sessions

Linking Multiple Projects
Working with Master and Sub-Projects
Working with Resource Pools

Lab Lessons

Create a Cross Project Link
Insert a Sub-Project into a Master Project
Create a Resource Pool
Add Resources to the Resource Pool
Share the Resource Pool

After completing this module, students will be able to:

Link multiple projects.
Work with resource pools.
Create master projects.

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