Microsoft 365 Project: Part 1

Microsoft 365 Project: Part 1

This introductory course is intended to help all novice computer users get up to speed quickly. We will cover the basics of project management and how to set up a simple project, including how to configure the project calendar, tasks, resources, and more.

Audience profile
This course is intended for students new to Microsoft Project.

Course Prerequisites
This course assumes the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding and experience with printing and using a web browser is an asset, but not required. No previous experience with other versions of Microsoft Project is necessary.

Lesson 1: Starting a Project
Project Management 101

  • Projects
  • Project Management
  • Project Management Processes
  • Project Management Knowledge Areas
  • Triple Constraint
  • Project Sponsors and Stakeholders

Navigate and Customize the Microsoft 365 Project Interface

  • The Start Screen
  • Methods for Creating New Projects
  • Gantt Chart View
  • The View Bar
  • The Project Interface
  • The Ribbon Interface
  • The Quick Access Toolbar
  • The Status Bar
  • The Timeline
  • Getting Help with Tell Me

Add Tasks to a Project

  • Project Tasks
  • Manually Scheduled vs. Auto Scheduled Tasks
  • Task Information Dialog Box
  • Task Durations
  • Task Links
  • Inactivating Tasks

Add Resources to a Project

  • Project Resources
  • Resource Sheet View
  • Resource Information Dialog Box
  • Types of Resources
  • Resource Pools

Save a Project

  • Places to Save Projects
  • Save Options

Lesson 2: Working with Project Calendars

Manage Project Time Frames

  • The Project Information Dialog Box
  • Project Start and Finish Dates
  • Current Date
  • Base Calendars

Change Working Time

  • The Change Working Time Dialog Box
  • The Legend
  • Working versus Non-working Times
  • Exceptions
  • Exception Recurrence

Lesson 3: Working with Project Tasks

Manage Project Tasks

  • Task Information Dialog Box
  • General Task Information
  • Task Predecessors
  • Resources to Accomplish Tasks
  • Advanced Task Information
  • Task Constraints
  • Task Notes

Add Summary Tasks and Milestones

  • Summary Tasks and Subtasks
  • Project Summary Task
  • Outline Numbers
  • Task Milestones

Lesson 4: Working with Project Resources

Manage Project Resources

  • Resource Information Dialog Box
  • General Resource Information
  • Resource Costs
  • Resource Notes

Allocate and Level Work Resources

  • Team Planner
  • Managing Unassigned Tasks
  • Resource Allocation and Overallocation
  • Leveling Resources
  • Changing and Removing Assigned Resources
  • Replacing Resources

Lesson 5: Delivering a Project Plan
Print Project Views

  • Prepare a View for Printing
  • Printing Options

Share Projects

  • Share Category of Backstage View
  • Sync with SharePoint
  • Emailing a Project

Export Projects

  • Export Category of Backstage View
  • Exporting Options