This three-day instructor-led course provides students with the knowledge and skills to build, maintain, and control well-formed project plans.
This is the first course in the Microsoft Office Project 2007 Official Curriculum series and will serve as the entry point for other Microsoft Official Curriculum (MOC) courses covering Microsoft Office Project 2007 and the Microsoft EPM 2007 Solution.
Target Audience:
This course is intended for both novice and experienced project managers and schedulers. These individuals would be involved in or responsible for scheduling, estimating, coordinating, controlling, budgeting, and staffing of projects and supporting other users of MS Office Project. A familiarity with key project management concepts and terminology is recommended as well as basic Windows navigation skills.
Pre-requisites:
Before attending this course, students must have:
Experience using Microsoft Office Project to create project schedules
Fundamental knowledge of project management
Experience with the Windows XP or Windows Vista operating system
Experience with Microsoft Office Excel 2003
At Course Completion:
After completing this course, students will be able to:
Get started with Microsoft Office Project 2007.
Create and define projects.
Work with estimates and dependencies.
Work with deadlines, constraints, and task calendars.
Work with resources.
Predict behavior by using task types and the scheduling formula.
Customize and format Microsoft Project views.
Analyze resource utilization.
Track progress.
Create project reports that analyze project, resource, and task data.
Module 1: Getting Started with Microsoft Office Project 2007
This module provides an overview of Microsoft Office Project 2007 and project management concepts. It explains how to use the desktop interface and how to work with various file types. It also illustrates how to receive help and advice while working with Office Project 2007.
Lessons
Understanding the Nature of Projects
Discovering Project 2007
Understanding Project 2007 File Types
Navigating the Project 2007 Interface
Getting Help and Guidance
Configuring Options
After completing this module, students will be able to:
Describe the nature of projects.
Demonstrate familiarity with Office Project 2007.
Identify the different Office Project 2007 file types.
Navigate the Office Project 2007 interface.
Get help and guidance from within Office Project 2007.
Understand configuration options.
Module 2: Creating and Defining Projects
This module explains how to create new projects, how to define appropriate options, and how to enter, organize, and outline the task list. It also explores ways to import data from other sources and provides guidance on configuring the corporate calendar.
Lessons
Creating and Saving Projects
Defining Properties and Options
Creating and Organizing the Task List
Importing Data
Modifying and Applying Calendars
Setting Scheduling Options
Lab : Creating and Defining Projects
Entering Project and File Properties
Setting Appropriate Schedule Options
Setting Corporate Holidays
Importing Data from Office Excel
Update a Task List
Creating a Multilevel Outline
After completing this module, students will be able to:
Create and save projects.
Define file properties and options.
Create and organize the task list.
Import data.
Modify and apply calendars.
Set schedule options.
Module 3: Working with Estimates and Dependencies
This module explains how to estimate tasks and how to generate a dynamic schedule by creating dependencies between tasks. Various linking and unlinking techniques will be explored in multiple views and link types will be modified to reflect real-world scenarios.
Lessons
Entering Task Estimates
Using A PERT Analysis to Estimate Task Duration
Linking and Unlinking Tasks by Using the Gantt Chart View
Linking and Unlinking Tasks by Using the Network Diagram View
Adding Lag or Lead Time to a Linked Task`
Lab : Working with Estimates and Dependencies
Entering a Duration or Work Estimate
Creating Links Between Tasks
Adding Lag or Lead Times
Displaying Links in Network Diagram View
After completing this module, students will be able to:
Enter task estimates.
Use a PERT (Program Evaluation and Review Technique) analysis to estimate task durations.
Link and unlink tasks by using the Gantt Chart view.
Link and unlink tasks by using the Network Diagram view.
Add Lag or Lead-time to a linked task.
Module 4: Working with Deadlines, Constraints, and Task Calendars
This module explains how to incorporate restrictions in a schedule by using of deadlines and constraints. Displaying, reading, and analyzing the critical path will be discussed, along with how to use task drivers in the analysis. Task calendars will be presented as a technique to get a schedule back in line with a deadline or constraint.
Lessons
Introducing Deadlines, Constraints, and Task Calendars
Creating and Modifying Deadlines
Creating and Modifying Constraints
Creating and Modifying Task Calendars
Identifying Critical Tasks
Working with Task Driver
Lab : Working with Deadlines, Constraints, and Task Calendars
Displaying the Critical Path
Setting a Deadline
Setting a Constraint
Responding to Situations Triggered by Deadlines and Constraints
Creating and Apply a Task Calendar to Meet a Deadline
Finding and Removing Constraints in a Schedule
After completing this module, students will be able to:
Introduce deadlines, constraints, and task calendars.
Create and modify deadlines.
Create and modify constraints.
Create and modify task calendars.
Identify critical tasks.
Work with Task Drivers.
Module 5: Working With Resources
This module explains the various types of resources that are needed on a schedule, how to enter the resource list, and how to assign resources to tasks. Changes to the project team will be implemented by modifying resource assignments. Various types of costs will also be covered including resource costs, task costs, and project budgets.
Lessons
Introducing Resources, Assignments, and Budgeting
Adding Resources to the Resource Sheet
Creating and Modifying Resource Assignments
Entering Project Budgets
Lab : Working with Resources
Adding Resources to the Resource Sheet View
Creating and Modifying Resource Assignments
Entering Project Costs and Project Budgets
After completing this module, students will be able to:
Describe resources, assignments, and budgeting.
Add resources to the Resource Sheet view.
Create and modify resource assignments.
Understand the fundamentals of project budgets.
Module 6: Predicting Behavior by Using Task Types and the Scheduling Formula
This module explains the scheduling formula and the interaction between the variables duration, work, and units. It also illustrates how recalculations occur when variables are changed. This module explains recommended procedures on changing task types and changing variables for various situations.
Lessons
Using Task Types and the Scheduling Formula
Changing Variables and Predicting Behavior
Applying Task Types to Produce Predictable Behavior
Special Situations with Effort-Driven Scheduling
Lab : Understanding Task Types and the Scheduling Formula
Identifying the Fixed Variable in a Task and How It Affects the Scheduling Formula
Making Decisions about Task Type and Effort-Driven Settings
Predicting the Scheduling Formula When Changing Variables
After completing this module, students will be able to:
Use Task Types and the scheduling formula for effective calculations.
Change variables and predict behavior.
Apply task types to produce predictable behavior.
Describe special situations within effort-driven scheduling.
Module 7: Customizing and Formatting
This module explains how to format text, bars, and other screen elements. Custom objects will be created including templates, calendars, fields, tables, filters, groups, and views. This module also illustrates use of the Organizer to transfer custom objects to other files.
Lessons
Formatting Screen Elements
Creating and Modifying Templates
Creating and Modifying Fields, Tables, and Formulas
Creating and Modifying Filters and Groups
Creating and Modifying Custom Views
Lab : Customizing and Formatting
Modifying a Template to Include Corporate Standards
Creating Simple and Complex Custom Fields
Populating a New Table with Existing and Custom Fields
Developing a New Filter And Group
Moving an Object from a Project to the Global.mpp File
After completing this module, students will be able to:
Format screen elements.
Create and modify templates.
Create and modify templates.
Create and modify filters and groups.
Create and modify custom views.
Module 8: Analyzing Resource Utilization
This module explains techniques for manipulating views to display resource allocation and how to identify causes of resource overallocation. Various options for managing limited resources will be explored. In addition, several techniques for solving overallocated resources will be explained, including the leveling feature.
Lessons
Introducing Resource Utilization Concepts
Viewing Resource Assignments, Allocation, and Utilization
Managing Resource Availability
Optimizing and Leveling Resource Assignments
Lab : Analyzing Resource Utilization
Reading and Interpreting Resource Allocation Views
Changing Resource Availability and Interpreting Results
Identifying and Correcting Causes of Resource Overallocation
After completing this module, students will be able to:
Describe resource utilization concepts.
View resource assignments, allocation, and utilization.
Manage resource availability.
Optimize and level resource assignments.
Module 9: Tracking Progress
This module explains how to manage updates to a schedule by saving baselines and tracking duration, work, and cost updates. Comparison between expected and actual results will be illustrated with various views that display variance. In addition, this module provides guidelines on how to troubleshoot a schedule and how to get a troubled schedule back on track.
Lessons
Working With Baselines
Entering Duration Updates
Entering Work Updates
Entering Cost Updates
Discovering Variances
Troubleshooting and Getting Back on Track
Lab : Tracking Progress
Setting and Revising a Baseline
Entering Actual Results Updates for Tasks and Resources
Controlling Projects by Finding Variance and Suggesting Corrective Action
Applying Techniques to Shorten Duration, Reduce Work, and Reduce Cost
After completing this module, students will be able to:
Work with baselines.
Enter duration updates.
Enter work updates.
Enter cost updates.
Discover variances.
Trouble shoot schedules and get back on track.
Module 10: Creating Reports
This module explains how to configure views for printing and how to generate standard and visual reports. Customizations to printouts and modifications to existing reports will also be covered. This module will explain how to export data and explore techniques for solving printing issues.
Lessons
Selecting, Editing, and Creating Basic Reports
Configuring Print and Page Setup Options
Setting Options to Correct Printing Issues
Exporting Reporting Data
Creating and Modifying Visual Reports
Lab : Creating Reports
Applying Solutions to Various Printing Scenarios
Running Basic Reports That Summarize Data by Project, by Resource, by Task, or by Cost
Developing a New Basic Report
Exporting Data by Using a Custom Map to Merge with Data in an Existing Excel Spreadsheet
Running Visual Reports That Summarize Data by Project, by Resource, by Task, or by Cost
Developing a New Visual Report Template
After completing this module, students will be able to:
Select, edit, and create standard reports.
Configure print and page setup options.
Set options to correct printing issues.
Export project data.
Create and modify visual reports.
Module 11: Managing Multiple Projects
This module explains how to create and manage multiple projects. It will cover links and the critical path across multiple projects. It also discusses how to create and use a shared resource pool and how to view resource allocation across multiple projects.
Lessons
Introducing Management of Multiple Projects
Creating Master Projects
Creating Links Between Projects
Calculating Single or Multiple Critical Paths
Saving and Opening Multiple Projects
Sharing Resources and Analyzing Resource Utilization Across Multiple Projects
Lab : Managing Multiple Projects
Inserting Subprojects into a Master Project
Creating Links Across Projects and Managing Changes to Linked Tasks
Displaying the Critical Path in a Master Project
Creating and Sharing a Resource Pool
Reading and Interpreting Resource Usage Across Multiple Projects
After completing this module, students will be able to:
Introduce management of multiple projects.
Create master projects.
Create links between projects.
Calculate single or multiple critical paths.
Save and open multiple projects.
Share resources and analyze resource utilization across multiple projects.
