Customise the Ribbon (the area where all the buttons live) and the small toolbar known as the Quick Access toolbar (QAT) which sits above and to the left of the Ribbon. Use Options to set up Project.
Espresso topics are 'bite' sized topics that are no longer than two hours in duration. If you feel that you need longer on an individual topic or want a 'pic 'n mix' of multiple topics then request a Latte workshop. If you can't see a topic of your choice, please get in contact so that we can discuss it.
If you feel that you need longer on an individual topic or want a 'pic 'n mix' of multiple topics then request a Latte workshop. If you can't see a topic of your choice, please get in contact so that we can discuss it.
SET UP THE PROJECT APPLICATION
GETTING STARTED WITH MS PROJECT
Using a completed Project, learn how to navigate the Project environment, identify what other views are available, what they are for and how to change to them. Learn how to filter, set up a highlight or apply a ‘Group By’ (group similar tasks such as overdue tasks together).
SET UP THE PROJECT
Before entering any values into your Project plan, you must first consider performing these five steps:
1. Enter Project properties, for example which field is used to display the Project Manager’s name in a Header/Footer.
2. Change Project Working Time (create the project calendar).
3. Set Project Options to ensure that Project’s default scheduling settings match the calendar you are using.
4. Set Project Information such as the Project Start Date.
5. Set the Gantt Chart to display the correct calendar.
• Create and amend tasks, recurring tasks and milestones.
• Add notes to tasks and attach/link documents.
• Understand project stages and how to create summary tasks.
• Create dependencies between tasks by using Task Relationships.
• Enter lag and lead time.
• Set constraints and/or deadlines.
• Display the critical path. Any delays on a task on the critical path will cause a delay in the Project.
• Apply Text formatting.
• Create and amend Work, Material and Cost resources.
• Allocate resources to tasks.
• Understand how project schedules and the impact of assigning multiple resources to tasks (effort driven scheduling).
• Change the Task Type and know the impact this will have on your schedule.
• Add Fixed Costs.
FINALISE THE PROJECT PLAN
• Find and resolve resource overallocation (Assignment leveling).
• Delay when a Task will start (Task leveling).
• Save the Baseline. The Baseline captures your ‘plan’ and allows you to measure actual variances of how work is progressing against the plan.
ADD PROGRESS TO THE PROJECT
• Add actual progress to tasks.
• Add progress to the entire project.
• Re-schedule Task delays.
• Set the Status line. This is a red line showing what has been completed and what hasn’t.
• Understand the options that control how delays are automatically re-scheduled.
CREATE SIMPLE PRINTOUTS
• Format the Gantt chart.
• Set page orientation and margins.
• Enter headers and footers.
• Print the Project.
• Use the screen capture toolbar button.
Project has two types of Report, learn about:
• Using available reports.
• How to customise those reports.
• Create Visual reports. These are reports where the project data is exported to either Visio or Excel and these applications are used to create report.
FURTHER PROJECT TOPICS
More advanced Project topics include:
FURTHER RESOURCE COSTS
Explorer costs in greater detail. Learn how to increase a Resource’s pay during the Project. Pay Overtime or pay different rates for different tasks.
CUSTOMISE THE PROJECT ENVIRONMENT
Learn how to set up your own:
• Filters, Highlights and Groups
• Create custom calculations – how good would it be see visual indicators in either red, amber or green that shows a Task status!
SET UP A BUDGET
Learn the specific steps needed to create and then evaluate a Project’s budget.
LINK MULTIPLE PROJECTS
• Create a shared Resource Pool.
• Create a Master project containing sub-projects.
• Remove links between projects.