Microsoft 365 Project: Part 2

Microsoft 365 Project: Part 2

About this course
This course is intended to help all users get up to speed with Microsoft Project’s advanced features, including task management, timelines, earned value calculation, custom reports, and custom views. By the end of this course, users should be comfortable managing the Project environment, working within task structures, generating views, and creating reports.

Course Prerequisites
This course assumes that the user has completed or has an understanding of the materials covered in the first part of the Microsoft 365 Project courseware, including:

  • The basic concepts of project management
  • Navigating and customizing the Microsoft Project interface
  • Adding tasks and resources to a project
  • Saving a project
  • Managing project time frames
  • Changing the working time in a project
  • Managing project tasks and resources
  • Adding summary tasks and milestones to a project
  • Allocating and levelling work resources
  • Printing project views
  • Sharing and exporting projects

Lesson 1: Managing the Project Environment
Link Projects

  • Linked Projects
  • Master Projects and Subprojects
  • Insert Subproject Options
  • Dependencies
  • Task Links Between Projects

Create and Use Resource Pools 20

  • Starting a Resource Pool
  • Linking a Project to the Pool
  • Creating a Resource Pool from Multiple Projects
  • Unlinking a Project from a Resource Pool
  • Updating a Resource Pool
  • Viewing Resource Availability Across Projects

Baseline a Project

  • Baselines
  • Setting a Baseline
  • Updating a Baseline
  • Clearing a Baseline
  • Viewing Variance with Baselines

Work with Custom Fields

  • Custom Fields
  • Adding Custom Fields
  • Lookup Tables
  • Formulas
  • Graphical Indicators
  • Custom Field Options
  • Viewing Custom Fields

Change Project Options

  • The Backstage View
  • General Project Options
  • Display Project Options
  • Schedule Project Options
  • Proofing Project Options
  • Save Project Options
  • Language Project Options
  • Advanced Project Options
  • Customizing the Ribbon
  • Customizing the Quick Access Toolbar
  • Security Project Options

Lesson 2: Managing Task Structures
Change a Task List

  • Schedule Options
  • Inserting Tasks
  • Insert Tasks Options
  • Splitting Tasks
  • Deleting Tasks
  • Moving Tasks
  • Unlinking and Relinking Tasks
  • Task Inspector
  • Task Path
  • Using the Task Form

Create a Network Diagram

  • Network Diagramming
  • Network Diagram View
  • Task Nodes
  • Adding Nodes and Links
  • Milestones and Summary Nodes
  • Paths

Manage the Critical Path

  • Critical Path
  • Viewing the Critical Path
  • Float (Slack) 141

Use Lag and Lead

Update Project Work

  • Setting the Status Date
  • % Complete versus Physical % Complete
  • Marking Tasks on Track
  • Using the Update Tasks Dialog Box
  • Updating Work Completed
  • Using the Update Project Dialog Box
  • Rescheduling Uncompleted Work

Analyze Earned Value

  • Earned Value
  • Changing the Earned Value Method
  • Preparing to Use Earned Value
  • Earned Value Report
  • Earned Value Tables

Lesson 3: Generating Project Views
Use View Commands

  • Sorting Data
  • Outlining Data
  • Highlighting Data
  • Filtering Data
  • Grouping Data
  • Table Views

Use Existing Views

  • Default Views
  • More Views

Create Custom Views

  • New Views
  • Define New View Dialog Box
  • Single View
  • Combination View
  • Editing Views
  • Copying Views
  • The Organizer
  • Format Views

Format and Share the Timeline View

  • Timeline View
  • Adding and Removing Tasks
  • Creating Multiple Timelines
  • Formatting the Timeline
  • Sharing the Timeline

Lesson 4: Producing Project Reports
Use Existing Reports

  • Dashboard Reports
  • Resource Reports
  • Cost Reports
  • In Progress Reports

Create Custom Reports

  • Creating a New Report
  • Report Design Commands
  • Chart Design Commands
  • Chart Format Commands
  • Chart Types
  • Chart Quick Commands
  • Table Design Commands
  • Table Layout Commands
  • The Field List
  • Field List Options
  • Hyperlinks in Reports
  • Images in Reports

Export Visual Reports

  • Visual Reports
  • Excel PivotCharts
  • Visio PivotDiagrams
  • Visual Reports Dialog Box Options