55205: Mastering Microsoft Project 2016

55205: Mastering Microsoft Project 2016

Audience

This course is intended for both novice and experienced project managers, managers, schedulers, and other project stake holders who need to incorporate the discipline of project management with Microsoft Project 2016.

Prerequisites

There are no prerequisites for this course. However, it is helpful to have taken an introductory project management course.

Duration

3 days.

Course Objectives

This three-day, instructor-led course is intended for individuals who are interested in expanding their knowledge base and technical skills about Microsoft Project. The course begins with the basic concepts and leads students through all the functions they’ll need to plan and manage a small to medium-size project, including how to level resources and capture both cost and schedule progress.

This course will also help students prepare for Microsoft Project Exam 74-343 Managing Projects with Microsoft Project.

After completing this course, students will be able to:

  • Understand the discipline of project management as it applies to using Microsoft Project 2016.
  • Create a Work Breakdown Structure.
  • Identify Task Types & Relationships.
  • Define Resources within Project.
  • Make Work Package Estimates.
  • Create an Initial Schedule.
  • Create a Resource Leveled Schedule.
  • Create Projects from templates, Excel files.
  • Create Global templates.
  • Create formulas and graphical indicators.
  • The steps to record a macro.
  • Format Output and Print Reports.
  • Integrate Multiple Projects.
  • Set up a Project with a Calendar, Start date, and scheduling method.
  • Understand Manually Schedule vs. Auto Schedule.
  • Manage multiple projects.
  • Be able to create a master project list with shared resources.

Course Content

Module 1: Introduction to Microsoft Project
Describe how Project relates to the discipline of Project management.
Learn what the new features are in Project 2016.
Navigate to the primary views available using the Ribbon.
Choose Views that display task, resource, or assignment information.
Select table within views to change the information that is available to see and edit.
Relate the features of Project to the 5 steps for building a plan in Project.
Lab : Introduction to Mastering Microsoft Project
After completing this module, students will be able to:
• Have a fundamental understanding of how Microsoft Project will help them track their projects.
• Understand what is new in Project 2016 and how it will increase their productivity.
• Learn how the ribbon will help them get the most of out of this productivity tool.
• Learn how to quickly change views and see what is going on with their projects.
• Understand the 5 essential steps in building a successful project plan.

Module 2: A Quick and Easy Overview of Managing with Project
Create a new project and prepare it for data entry.
Enter project tasks.
Sequence the tasks.
Define resources.
Estimate Task duration and assign resources.
Baseline the project.
Track project progress.
Lab : Creating a Basic Project with a template
Lab : Creating a Basic Project
After completing this module, students will be able to:
• Prepare a new project plan and set the date and other basic information.
• Enter detailed project information.
• Understand how to sequence tasks.
• Understand and define basic resource types.
• Assign resources to tasks.
• Understand the benefits of baselining a project or specific tasks.
• Understand the basics of how to track project progress.

Module 3: Setting Up a Project
Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list.
Establish one or more calendars to constrain resource availability.
Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date b
Lab : Setting Up a Project
After completing this module, students will be able to:
• Create a new project using a template, Excel, a SharePoint Tasks List or a new Project file.
• Establish one or more calendars to constrain resource availability.
• Configure Microsoft Project to calculate the schedule from the Start Date forward or from the Finish Date backward.

Module 4: Manually Schedule vs. Auto Schedule
Students practice switching tasks between Manually Schedule and Auto Schedule modes. By switching
Lab : Explore Task Modes
After completing this module, students will be able to:
• Understand how to turn on Manually Schedule and Auto Schedule.
• Understand when to use Manually Schedule.
• Understand the limitations of Manually Scheduling.

Module 5: Creating a Work Breakdown Structure
Build and use summary and subordinate tasks.
Understand and use milestones.
Develop WBS Outlines.
Assign completion criteria.
Evaluate the WBS.
Understand and use WBS templates.
Lab : Manipulate a WBS
Lab : Supporting the Project Plan
After completing this module, students will be able to:
• Build and use summary and subordinate tasks.
• Understand and use milestones.
• How to organize the WBS.
• How to format the WBS.
• Develop WBS outlines.
• Assign completion criteria.
• Evaluate the WBS.
• Understand and use WBS outlines.
• Understand how to link Project artifacts to their projects.
• Understand how to create notes on tasks.

Module 6: Identifying Task Relationships
Understand the different types of task relationships.
Understand and use various methods to create relationships.
Determine and display task sequence.
Understand and use lag, lead, and delay.
Understand the new feature of Task Paths.
Lab : Display the sequence
After completing this module, students will be able to:
• Understand the different types of task relationships.
• Understand and use various methods to create relationships.
• Determine and display task sequence.
• Understand how to use Lag, Lead and Delay.

Module 7: Defining Resources within Project
Define resource types.
Define individual resources that will be used on the project.
Record the cost (s) of using each type of resource.
Record the limit of availability for each type of resource by establishing a resource calendar and d
Lab : Resource Calendar and Availability
After completing this module, students will be able to:
• Define the different types of resources.
• Define individual resources that will be used on the project.
• Record the cost(s) of using each type of resource.
• Record the limit of availability for each type of resource by establishing a resource calendar and defining the maximum units of that resource.

Module 8: Making Work Package Estimates
Enter estimates for duration and costs for each task.
Distinguish between task types and describe when each is appropriate.
Describe the relationship between work, units, and duration.
Describe the way Effort Driven scheduling is affected by work, units, and duration.
Assign tasks to resources using the Team Planner view.
Lab : Work, Duration and Labor
After completing this module, students will be able to:
• Assign values for resources, duration and work.
• Understand task types.
• Understand Effort Driven scheduling.
• Understand material resources and their costs to a project plan.

Module 9: Creating an Initial Schedule
Calculate float and identify a project’s critical path.
Understand and identify task constraints.
Create milestones.
Use the Task Inspector to troubleshoot the initial schedule.
Lab : Calculating an Initial schedule
After completing this module, students will be able to:
• Identify the critical path.
• Understand difference between slack and slippage.
• Calculate float.
• How to leverage constraints.
• How to get the benefit from the Task Inspector, and the impact of changes on a project schedule.

Module 10: Create a Resource Leveled Schedule
Adjust a project schedule to account for limited people and other resources.
View the overall cost and schedule of a project.
Identify resources that have been overallocated for a project schedule.
Use multiple ways to adjust tasks and assignments to remove over allocation for any resource.
Lab : Resource Leveling
After completing this module, students will be able to:
• Adjust a project schedule to account for limited resources.
• View the overall cost and schedule of a project.
• Identify resources that are over- allocated for a project schedule.
• Use multiple ways to adjust tasks and assignments to remove over- allocation for any resource.

Module 11: Managing the Project
Learn how to set a baseline.
Lean how to enter and track project performance data.
Learn how to apply different tracking methods.
Learn how to perform a variance analysis on a project.
Lab : The Baseline
Lab : Baselining & Tracking Performance
Lab : Variance
After completing this module, students will be able to:
• Set a baseline.
• Enter and manage project performance data.
• Pick a tracking method.
• Perform variance analysis.
• Sync Projects results with SharePoint.

Module 12: Formatting Output and Printing Reports
Print
Views
Formats
Sorting
Filtering
Grouping
Custom Fields
Reporting
Other File Formats
Lab : Use the Grouping Feature
Lab : Create Reports in Project
After completing this module, students will be able to:
• Create standardized views, with the power of sorting, filtering and grouping.
• Customize a variety of standard reports.
• Learn how to use Visual Reports.
• Export reports in a variety of formats.

Module 13: Managing Multiple Projects
Learn how to use common resources among multiple projects.
Learn how to link tasks between multiple projects.
Learn how to create a consolidated view of multiple projects.
Lab : Identifying Overallocated Resources from a Resource Pool and Consolidated File
After completing this module, students will be able to:
• Use common resources among multiple projects.
• Link tasks between multiple projects.
• Create a consolidated view of multiple projects and shared resources.

Module 14: Advanced Topics
Learn how to customize the Ribbon and the Quick Access Toolbar.
Learn how to customize WBS numbering.
Learn the concepts of Formulas and Graphical indicators.
Learn the purpose of the Global template and Organizer.
Learn how to use Task Deadlines.
Learn how to record a Macro.
Lab : Recording a Macro in Project
After completing this module, students will be able to:
• Take advantage of the advance features of Microsoft Project.
• Be able to create a Macro.
• Share common settings among all future projects.

Module 15: Summary
Learn how to access the Office App Store.

Virtual Courses

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