Aimed at Project Managers and Project Coordinators involved in initial setting-up of and overall management of MS Project templates and files.
Course Objectives:
To effectively use Microsoft Project advanced features to fine-tune MS Project templates and to choose what MS Project structure best suits your own company’s controlling and reporting needs.
Review of MS Project Basics Review of Project Tasks Task Types Task Dependencies Resource Assignment Resource Over-Allocation
Task Splitting Tasks Recurring Tasks Links to External Tasks External predecessors and External Successors Hyperlinks to Web pages or related files / folders
Custom Filters Creating a Filter Filtering using calculations (e.g. filter all tasks with Actual Dur > Dur)
Custom Tables and Views Creating a Table (Inserting / Hiding Columns) Creating a View Applying the Table to a View
Project Templates What is a Project Template? Creating a Template Editing a Template Using Templates
Printing Headers / Footers and using Project Fields in Headers & Footers Compress Printing Page Layouts
Tools, Options Change Default setting for MS Project View, Project Summary Task View, Show Outline numbers Change the date format
Master Projects Concept of Master Projects and when to use them Insert projects into the Master Project Linking to the Projects Reports in a Master Project
Shared Resources Why use Shared Resources The Resource Pool Creating a Resource File Sharing Resources Opening Projects that share resources Using Reports that show resources across multiple projects Resource over allocation
Tools Organiser Copying items from project to project Copying items from project to template Toolbars Menus Calendars Tables Views Filters Reports
Advanced Features Using MS Project with other MS Applications, e.g. Excel, Outlook
Case Study
Course Summary and Review Recap of Topics Covered Discuss Participant’s own Projects Question Time