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Mastering Microsoft Project 2013

Get practical advice for planning and managing projects.

GK# 2156

Course Overview

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In this three-day, instructor-led course, you will expand your knowledge base and technical skills about Microsoft Project. Beginning with the basic concepts, you will walk through all the functions you'll need to plan and manage a small to medium-size project, including how to level resources and capture both cost and schedule progress.

Certification:

This course helps you prepare for Microsoft Exam 74-343: Managing Projects with Microsoft Project 2013. You can take the exam at any Prometric IT Test Center.

Schedule

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  • Delivery Format:
  • Date:
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What You'll Learn

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  • Project management as it applies to using Microsoft Project 2013
  • Create a work breakdown structure
  • Identify task types and relationships
  • Define resources within a 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
  • Record a macro
  • Format output and print reports
  • Integrate multiple projects
  • Set up a project with a calendar, start date, and scheduling method
  • Manual scheduling vs. auto scheduling
  • Manage multiple projects
  • Create a master project list with shared resources

Outline

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Classroom Live Outline

1. Module 1: Introduction to Microsoft Project

  • How Project relates to the discipline of project management
  • New features in Project 2013
  • 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 five steps for building a plan in Project

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

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 backward

4. Manually Schedule vs. Auto Schedule

  • Turn on Manually Schedule and Auto Schedule
  • When to use Manually Schedule
  • Limitations of manually scheduling

5. Creating a Work Breakdown Structure

  • Build and use summary and subordinate tasks
  • Use milestones
  • Develop WBS Outlines
  • Assign completion criteria
  • Evaluate the WBS
  • Use WBS templates

6. Identifying Task Relationships

  • Types of task relationships
  • Use various methods to create relationships
  • Determine and display task sequence
  • Use lag, lead, and delay
  • New feature of Task Paths

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 defining the maximum units of that resource

8. Making Work Package Estimates

  • Enter estimates for duration and costs for each task
  • Distinguish between task types and when each is appropriate
  • Relationship between work, units, and duration
  • How Effort Driven scheduling is affected by work, units, and duration
  • Assign tasks to resources using the Team Planner view

9. Creating an Initial Schedule

  • Calculate float and identify a project's critical path
  • Identify task constraints
  • Create milestones
  • Use the Task Inspector to troubleshoot the initial schedule

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 over allocated for a project schedule
  • Use multiple ways to adjust tasks and assignments to remove over allocation for any resource

11. Managing the Project

  • Set a baseline
  • Enter and track project performance data
  • Apply different tracking methods
  • Perform a variance analysis on a project

12. Formatting Output and Printing Reports

  • Print
  • Views
  • Formats
  • Sorting
  • Filtering
  • Grouping
  • Custom fields
  • Reporting
  • Other file formats

13. Managing Multiple Projects

  • Use common resources among multiple projects
  • Link tasks between multiple projects
  • Create a consolidated view of multiple projects

14. Advanced Topics

  • Customize the Ribbon and the Quick Access Toolbar
  • Customize WBS numbering
  • Concepts of Formulas and Graphical indicators
  • Purpose of the Global template and Organizer
  • Use Task Deadlines
  • Record a Macro

15. Summary

  • Access the Office App Store
  • What 74-343 Microsoft Project 2013, Managing Projects with Project 2013 exam covers and what is in the objective domain
  • Sample study guide to help you prepare for the Microsoft Project 2013 exam

Labs

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Viewing labs for:

Classroom Live Labs

Lab 1: Introduction to Mastering Microsoft Project

  • Change views from a table to a chart
  • Subcommands under each command group
  • Functions are under the format tab
  • Access the backstage

Lab 2-1: Creating a Basic Project with a Template

  • Create a project plan from a template
  • Turn off the timeline
  • Change the project start date
  • Add holidays to the company calendar

Lab 2-2: Creating a Basic Project

  • Add resources and their cost
  • Switch views
  • Insert summary tasks
  • Link tasks and summary tasks

Lab 3: Setting Up a Project

  • Add holidays to the company calendar
  • Make a custom calendar
  • Set the project start date
  • Set constraints

Lab 4: Explore Task Modes

  • 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 chart
  • Situations particularly appropriate for using Manually Schedule
  • Limitations that a user must be aware of when using Manually Schedule mode

Lab 5-1: Manipulate a WBS

  • Create and manipulate WBS
  • Utilize an outline
  • Create notes within tasks

Lab 5-2: Supporting the Project Plan

  • Hyperlink project artifacts to your project plan
  • Create reoccurring tasks

Lab 6: Display the sequence

  • Create dependent relationships
  • Format a network diagram
  • Modify dependency lines
  • Modify items to be shown on the critical path

Lab 7: Resource Calendar and Availability

  • Add holidays to a standard calendar.
  • Apply different types of calendars to a project and analyze the impact to the project schedule
  • Apply vacation schedules to the calendar
  • Replace resources based upon the resource's calendar

Lab 8: Work, Duration, and Labor

  • Analyze the impact of duration, work, and labor
  • Create material resources and assign cost to the resource
  • Use Project statistics
  • Apply a material resource to a task and examine the impact to project costs

Lab 9: Calculating an Initial schedule

  • Changes that can have a positive or negative impact on the project plan

Lab 10: Resource Leveling

  • Evaluate the project's resource plan using the resource views
  • Adjust the schedule manually
  • Adjust the schedule using the leveling feature

Lab 11-1: 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
  • Value of baselining

Lab 11-2: Baselining and Tracking Performance

  • Value of baselining a project
  • Enter actuals and measure their impact

Lab 11-3: Variance

  • How variance is calculated with cost, finish, and work

Lab 12-1: Use the Grouping Feature

  • Create new fields to group
  • Create new group fields
  • Create new views

Lab 12-2: Create Reports in Project 2013

  • Use Microsoft Project's View Report features
  • Create a Visual Report

Lab 13: Identifying Over-Allocated Resources from a Resource Pool and Consolidated File

  • Create a master project file
  • Open Resource Pool
  • Look for over-allocated resources

Lab 14: Recording a Macro in Project 2013

  • Create a macro that will automate a process

Who Should Attend

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Novice and experienced project managers, managers, schedulers, and other project stakeholders who need to incorporate the discipline of project management with Microsoft Project 2013

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 3 day

Request this course in a different delivery format.
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