Microsoft Project 2019 and Project Online Desktop Essential Training

Introduction

• Get started with Microsoft Project 2019 and Project Online Desktop
• Understand the differences between Project editions
• Exercise files

1. Get to Know Project

• Manage files with the Backstage view
• Navigate the Project ribbon
• Make features easy to access

2. Set Up Project Files

• Create and save a project
• Create a project from a template
• Set helpful Project options
• Create a project from an Excel workbook
• Create a calendar for work days and times
• Set up exceptions to the regular work week

3. Creating Tasks

• The difference between auto and manual scheduling
• Create a manually scheduled task
• Create an auto-scheduled task
• Switch between manual and automatic scheduling
• Create a milestone task
• Create a recurring task
• Copy tasks from another program
• Create a summary task
• Display summary tasks and subtasks
• Organize the task list
• Delete tasks and summary tasks
• Work with work breakdown structure codes

4. Linking and Timing tasks

• Link tasks to build a schedule
• Add lag or lead time to task links
• Set task dates to specific dates
• View tasks and task links

5. Creating Resources

• Understanding resources
• Create a work resource
• Create a material resource
• Set up costs for work and material resources
• Create a cost resource
• Resource housekeeping

6. Assigning Tasks to Resources

• Understand duration, work, and units
• Assign resources to tasks
• Use Team Planner to assign resources
• Find overallocation
• Use effort-driven and non-effort-driven scheduling
• Modify resource assignments
• Replace resources on a task

7. Working with Views

• Choose a view
• Work with a table
• Insert and rearrange table columns
• Change the settings for columns in a table
• Display two views at the same time
• Use the Timeline view
• Create multiple timelines
• Sort tasks and resources
• Group tasks and resources
• Filter tasks and resources

8. Fine-Tuning the Project Schedule

• Review the critical path
• Identify schedule issues with Task Inspector
• Split tasks and assignments
• Delay a task or assignment
• Adjust a work contour
• Level resources
• Inactivate a task

9. Tracking and Managing a Project

• What are baseline, scheduled, and actual values?
• Save and clear a baseline
• Update a baseline
• Set up for recording progress
• Record progress
• Assign overtime
• Update costs
• Reschedule unfinished work
• An intro to the agile features of Project

10. Viewing and Reporting Project Information

• Get a high-level view of project status
• Find schedule problems
• Look for cost problems
• Work with graphical reports
• Evaluate earned value
• Print views and reports

11. Sharing Projects

• Save to other formats
• Work with the global template
• Export data from Project
• Share Project information with others

Conclusion

• Next steps