Mastering Microsoft Project 2016

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.

Description

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. 

 

Course Objectives

By attending this ICL training course, delegates 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 Levelled 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. 

How will this Training Course be Presented?

  • Presenter-taught training in a computer lab 

  • Online training via the platform Zoom or MS Teams 

 

Prerequisites

 

There are no prerequisites for this course. However, it is helpful to have taken an introductory project management course, such as Versatile’s Principles of Project Management. 

 

Additional information 

Please bring a USB flash drive to class if you would like to make a copy of your work or any relevant class materials. Alternatively, you can save these to a cloud storage space or email them to your personal email address. 

 

Software 

  • Recommended operating system: Windows or Mac 

  • Recommended software for PC: MS Project 2016, 2019, 365 

  • Recommended software for Mac OS: Project 2016, 2019, 365 

  • Recommended browser: Chrome 

Who is this Training Course for?

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. 

 

The Course Content

Module 1: Introduction to Microsoft Project 

This module provides an overview of how the features of Project relate to the job of the project manager. The module also teaches the student how to access different features by navigating through the ribbon. 

Lessons 

  • 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. 

 

Introduction to Mastering Microsoft Project 

  • Learn how to change views from a table to a chart. 

  • Learn the different subcommands that are under each command groups. 

  • Learn what functions are under the format tab. 

  • Learn how to access the backstage. 

 

Module 2: A Quick and Easy Overview of Managing with Project 

This module demonstrates the required steps to create and use Microsoft Project 2016 through the life cycle of a project. 

Lessons 

  • 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. 

 

Creating a Basic Project with a template 

  • Learn how to create a project plan from a template. 

  • Learn how to turn off the timeline. 

  • Learn how to change the project start date. 

  • Learn how to add holidays to the company calendar. 

 

Creating a Basic Project 

  • Learn how to add resources and their cost. 

  • Learn how to switch views. 

  • Learn how to insert summary tasks. 

  • Learn how to link tasks and summary tasks. 

 

Module 3: Setting Up a Project 

This module explains how to create a new project and establish the basic constraints that Microsoft Project 2016 will use for its calculations. 

Lessons 

  • 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 

 

Setting Up a Project 

  • Learn how to add Holidays to the company calendar. 

  • Learn how to make a custom calendar. 

  • Learn how to set the Project Start date. 

  • Learn how to set constraints. 

 

Module 4: Manually Schedule vs. Auto Schedule 

This module explains how to how to manually schedule project tasks and how to leverage the auto schedule feature. 

Lessons 

  • Students practice switching tasks between Manually Schedule and Auto Schedule modes. By switching 

 

Explore Task Modes 

  • Describe which project functions are turned off for tasks using Manually Schedule mode. 

  • Change the task mode from Manually Schedule to Auto Schedule and back. 

  • Identify tasks that are in Manually Schedule mode by the task mode column and shape on the Gantt c 

  • Describe situations that are particularly appropriate for using Manually Schedule. 

  • Describe the limitations that a user must be aware of when using Manually Schedule mode. 

 

Module 5: Creating a Work Breakdown Structure 

This module explains how to create a useful work breakdown structure and enter it into Microsoft Project. 

Lessons 

  • 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. 

 

Manipulate a WBS 

  • Learn how to create and manipulate WBS. 

  • Learn how to utilize an Outline. 

  • Learn how to create notes within tasks 

  • Learn how to utilize an Outline. 

 

Supporting the Project Plan 

  • Learn how to hyperlink project artifacts to your project plan. 

  • Learn how to create reoccurring tasks. 

 

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 

This module explains the rules for establishing dependency links between tasks and how to use Project to display these dependencies. 

Lessons 

  • 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. 

 

Display the sequence 

  • Identify the different ways to create dependent relationships 

  • Format a Network diagram. 

  • Modifying dependency lines. 

  • Modifying items to be shown on the critical path. 

 

Module 7: Defining Resources within Project 

This module explains how to enter resources and specific resource information in Microsoft Project and assign resources to specific tasks. 

Lessons 

  • 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 

 

Resource Calendar and Availability 

  • Add holidays to a standard calendar. 

  • Applying different types of calendars to a project and analyzing the impact to the project schedule. 

  • Applying vacation schedules to the calendar. 

  • Replace resources based upon the resource’s calendar. 

 

Module 8: Making Work Package Estimates 

This module explains how Microsoft Project calculates task duration, task work (effort) and task resources. Students will be able to choose among three task types as they enter task estimates and they will know which task type is appropriate for the type of estimate they are making. 

Lessons 

  • 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. 

 

Work, Duration and Labor 

  • Analyze the impact of duration, work, and labor. 

  • Create material resources and assigning cost to the resource. 

  • Understand how to leverage Project statistics 

  • Apply a material resource to a task and examine the impact to project costs. 

 

Module 9: Creating an Initial Schedule 

This module explains how Project calculates a schedule based on task relationships and task duration. Students will understand the purpose of identifying critical path tasks and will be able to identify schedule float within the project. 

Lessons 

  • 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. 

 

Calculating an Initial schedule 

  • Reviewing changes that can have a positive or negative impact on the project plan. 

 

Module 10: Create a Resource Levelled Schedule 

This module explains how over-allocated resources create unrealistic schedules and shows methods for rescheduling in order to create a realistic schedule based on resource availability. 

Lessons 

  • 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. 

 

Resource Levelling 

  • Evaluate the project’s resource plan using the resource views. 

  • Adjust the schedule manually. 

  • Adjust the schedule using the leveling feature. 

 

Module 11: Managing the Project 

This module explains how to use Microsoft Project to control a project. Students will save their plan to a baseline and see how entering actual task performance data enables them to view differences between planned and actual performance. 

Lessons 

  • 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. 

 

The Baseline 

  • Use Project Statics to see the changes in a project plan. 

  • Use the variance tables to understand the changes in a project plan. 

  • Understand the value of baselining. 

 

Baselining & Tracking Performance 

  • Understand the value of Baselining a project. 

  • Understand how to Enter Actuals and measuring their impact. 

 

Variance 

  • Understand how variance is calculated with cost, finish and work. 

 

Module 12: Formatting Output and Printing Reports 

Participants will be able to control project output by creating and using Custom Fields, Sorting, Filtering, and Grouping of the project data. 

Lessons 

  • Print 

  • Views 

  • Formats 

  • Sorting 

  • Filtering 

  • Grouping 

  • Custom Fields 

  • Reporting 

  • Other File Formats 

 

Use the Grouping Feature 

  • Create new fields to group. 

  • Create new group fields. 

  • Create new views. 

 

Create Reports in Project 

  • Learn how to leverage Microsoft Project’s View Report features. 

  • Learn how to create a Visual Report. 

 

Module 13: Managing Multiple Projects 

This module explains how to view many projects as parts of one very large project in order to gain new views on resource availability and task relationships among projects. 

Lessons 

  • 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. 

 

Identifying Overallocated Resources from a Resource Pool and Consolidated File 

  • Learn how to create a master project file. 

  • Open Resource Pool. 

  • Learn how to look for over-allocated resources. 

 

Module 14: Advanced Topics 

This module explains how to leverage some of the advanced features of Microsoft Project. 

Lessons 

  • 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. 

 

Recording a Macro in Project 

  • Learn how to create a macro that will automate a process. 

 

Module 15: Summary 

This module provides an overview of the topics presented in the course and how to prepare for Microsoft Project Exam 74-343 Managing Projects with Microsoft Project. 

Lessons 

  • Learn how to access the Office App Store. 

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This Microsoft PowerPoint training course aims to provide experienced PowerPoint users with the skills to work with PowerPoints more advanced features such as masters, creating templates and themes, and using media such as video and audio to expand your presentation as well as providing tips to assist efficiency.

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This Advanced Microsoft PowerPoint 2016 training class is for PowerPoint 2016 users who want to build upon their basic skills. Students will use advanced techniques such as working with Masters and Special Effects within their presentations.

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Essentials for Educators and Skills Development Facilitators

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The Basic Fire Fighting course is a step up from the Basic Fire Awareness course and entails additional firefighting techniques and how to apply them in a safe and correct manner.

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Chairing Disciplinary Hearings course will empower delegates who participate in disciplinary enquiries with relevant up-to-date labour legislation procedures within the South African legal framework.

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This course investigates the Employment Equity Act and all of its ramifications for organisations. The training ensures that Employment Equity Committees understand their role and function. The course looks at the legal reporting requirements of organisations as per affirmative action reports.

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This 3-day training program on Equality, Diversity, and Inclusion (EDI) is designed to equip participants with the knowledge, skills, and tools necessary to foster an inclusive workplace culture.

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This ICL training course will empower you in becoming an Employee Relations Specialist who understands the importance of building a conducive environment for the employees.

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Ethics training course helps the members of an organisation judge the moral legitimacy of their decisions, enabling them to apply moral principles and values in business decision-making.

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This workshop will give participants an understanding of what facilitation is all about, as well as some tools that they can use to facilitate small meetings.

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This course aims to improve participants’ ability to deal with special interventions for gender equality and mainstreaming of gender equality when designing, implementing and monitoring development interventions.

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This course gives new managers and supervisors a great foundation to succeed in their new roles and deliver the desired performance and results they themselves expected when they said “yes” to the new post.

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The purpose of this course is to understand the role and function as a Shop Steward and to facilitate good relationship between management and unions to ensure sound labour relations.

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The programme aims at equipping managers to protect employees, suppliers and customers by providing critical information in order to successfully manage COVID-19 within the work environment.

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Building Credibility & Demonstrating ROI of Human Resources

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Acquire the skills and ability to solve problems and make decisions quickly and effectively in the workplace. This is a critical skill for all staff, team leaders and managers.

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This course teaches you to be aware of, and to manage, emotions and relationships. It will teach you how to connect with peers and subordinates and how to manage your own emotions, as well as the emotions of others. This can play a part in determining how successful you are in both the business environment and your personal life.

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This course teaches you to be aware of, and to manage, emotions and relationships. It will teach you how to connect with peers and subordinates and how to manage your own emotions, as well as the emotions of others. This can play a part in determining how successful you are in both the business environment and your personal life.

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This highly interactive two-day workshop is designed to provide induviduals, who need to overcome objections and difficulties, with a basic comfort level to negotiate in any situation and includes techniques to promote effective communication and gives you techniques for turning face-to-face confrontation into side-by-side problem solving.

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Methods and Techniques for Effectively Combating Anger & Stress

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This one-day Assertiveness training course covers the basics of assertiveness – what it is and the challenges people face when being assertive. It will provide you with the tools and skills you need to think and act more assertively.

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Learn effective conflict management techniques and resolution strategies to address confrontation in the workplace.

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Three Days to Turbo-Boost your Time and Task Management skills

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With our comprehensive Improving Mindfulness course, you will begin to identify your patterns of thinking. As you learn to practice mindfulness, you will cultivate positive emotions that will have a dramatic effect on the work environment.

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Gain a unifying, powerful and generally applicable negotiation methodology. Your success and failure in business (and, indeed, in many aspects of life itself) will be correlated with your ability to negotiate effectively

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This course is designed to help entry level staff develop self-awareness, effective interpersonal skills, help understand and manage their emotions, and lastly unleash passion, energy and self-motivation.

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Learn the concepts behind networking and how to brand yourself to achieve your professional goals

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This 2 days workshop should help individuals enhance their efforts to find sustainable solutions and learn new ways to approach problem-solving to reach win-win decisions.

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This Business Etiquette course will help trainees acquire the skills they need to quickly adapt, integrate and succeed in variety of business situations and interactions.

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Extract, transform, and analyse data with business intelligence software frequently seen as the next step after Excel.

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Extract, transform, and analyse data with business intelligence software frequently seen as the next step after Excel.

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This course is specifically developed for employees working in an office and administration environment where the principles of records management is vitally part of legislative pieces. Records Management provides an understanding of basic record management principles and how they affect daily work.

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This conference will have particular importance in the search for modern, drone-based solutions to ensuring the safety and security of people and property in Southern Africa.

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This course is designed to equip your staff with the essential skills and knowledge required to excel in providing exceptional customer support through digital platforms.

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This course builds upon the foundational knowledge gained in the Introduction to SharePoint Online course.

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This 5-day Environmental, Social, and Governance (ESG) training course is designed to provide participants with a comprehensive understanding of ESG principles and how they apply to organizations.

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This intensive 4-day Change Management course is designed to equip participants with the knowledge, skills, and tools necessary to effectively manage change within their organizations.

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This 5-day comprehensive course is designed to equip participants with the knowledge and skills needed to understand, design, and troubleshoot electro-hydraulic systems in automotive applications.

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This 5-day comprehensive course is designed to equip participants with the knowledge and skills needed to understand, design, and troubleshoot electro-hydraulic systems in automotive applications.

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This 5-day comprehensive course is designed to equip participants with the knowledge and skills needed to understand, design, and troubleshoot electro-hydraulic systems in automotive applications.

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