Establishing a Project Management Foundation using Microsoft Project 2007

PMPs Earn 14 PDUs

Download Syllabus in PDF Format
 

This course delivers the fundamental scheduling skills that you need to manage projects successfully with Microsoft Office Project 2007, and prepares you for the Managing Enterprise Projects using Microsoft Office Project Server 2007 course.

Mastering the Microsoft Project scheduling engine is the key to enjoying your work with the software. This course shows you how to drive the tool through each stage of the project management life cycle and offers multiple best practices for using the software while defining, planning, executing, and closing a project.

This course also teaches you how to use all of the new features included in the software. Framed around PMI’s project life cycle, the course content is methodology-agnostic and focuses on hands-on learning methods.

Target Audience
Everyone who manages projects using Microsoft Office Project 2007 should take this course, whether in an enterprise or desktop-only environment. We target this course at the needs of full-time project managers, as well as those who function as project schedulers or project support technicians.

Pre-Requisites
Although not required, it is helpful for students to have hands-on project management experience or a high-level understanding of project management principles.

Learning Objectives
After completing this course, you will be able to:

  1. Describe the stages of the project management process.
  2. Understand the Microsoft Project user interface.
  3. Understand the Microsoft Project Data Model as it relates to Views, Tables, Filters, and Groups.
  4. Define a new project.
  5. Perform all required task planning
  6. Properly use task dependencies and task constraints.
  7. Add resources to a project and assign resources to tasks.
  8. Save a baseline for a project.
  9. Enter task progress using three different methods of tracking progress.
  10. Analyze project variance.
  11. Create custom Views, Tables, Filters, and Groups.
  12. Revise a project based on project variance.
  13. Change a project based on change control methodologies and rebaseline the project using multiple methods.
  14. Report on project progress by printing Views and Reports, and by using Visual Reports with Microsoft Office Excel and Visio.
  15. Close a project.
Topical Outline

Project Management Overview
  1. What is a Project?
  2. Understanding the Project Management Process
  3. Definition
  4. Planning
  5. Execution
  6. Control
  7. Closure
Microsoft Project 2007 Overview
  1. Introducing the Global.mpt File
  2. Using the Project Guide
  3. Understanding the Planning Wizard
  4. Navigating in Microsoft Office Project 2007
  5. Tips for Using the Scroll Bars
  6. Using the Zoom In and Zoom Out buttons
  7. Using the Scroll to Task button
  8. Using Screen Tips and Tool Tips
  9. Understanding Gantt Chart Symbols
  10. Reading a Gantt Chart
  11. Understanding Gantt-Optimized Scheduling Benefits
  12. Creating a Three-Tiered Timescale Bar
Inside Microsoft Project 2007
  1. Understanding the Microsoft Project Data Model
  2. Understanding Views
  3. Using Single-Pane and Combination Views
  4. Understanding Tables
  5. Understanding Filters
  6. Understanding Groups
Project Definition
  1. Defining a New Project
  2. Step #1 – Set the Project Start Date
  3. Step #2 – Enter the Project Properties
  4. Step #3 – Display the Project Summary Task
  5. Step #4 – Set the Project Working Schedule
  6. Step #5 – Set Options Unique To This Project
  7. Step #6 – Save the Project
Project Task Planning
  1. Understanding the Task Planning Process
  2. Creating a Task List Manually
  3. Using a Template
  4. Understanding Change Highlighting
  5. Using Basic Task Planning Skills
  6. Entering and Editing Tasks
  7. Moving Tasks
  8. Inserting Tasks
  9. Deleting Tasks
  10. Creating the Work Breakdown Structure (WBS)
  11. Creating Milestones
  12. Adding Task Notes and Cell Background Formatting
  13. Using Task Dependencies
  14. Understanding Task Dependencies
  15. Setting Task Dependencies
  16. Removing a Task Dependency
  17. Using Lag Time with Dependencies
  18. Using Lead Time with Dependencies
  19. Using Alternate Methods to Set Dependencies
  20. Setting Task Constraints and Deadline Dates
  21. Setting Constraints
  22. Adding Notes on Tasks with Constraints
  23. Understanding Flexible and Inflexible Constraints
  24. Understanding Planning Wizard Messages about Constraints
  25. Using Deadline Dates
  26. Viewing Missed Constraints and Deadline Dates
  27. Assigning Task Calendars
  28. Understanding Duration-Based and Effort-Based Planning
  29. Estimating Task Durations
  30. Understanding Task Drivers
  31. Creating Recurring Tasks
Project Resource Planning
  1. Defining Project Resources
  2. Entering Basic Resource Information
  3. Entering Custom Resource Information
  4. Entering General Information
  5. Changing Working Time
  6. Setting an Alternate Working Schedule
  7. Entering Nonworking Time
  8. Setting Working Schedule Changes
  9. Entering Cost Information
  10. Entering Resource Notes
  11. Using the Custom Fields Page
Project Assignment Planning
  1. Understanding Assignments
  2. Using a Work Estimation Methodology
  3. Assigning Resources Using a Best Practice
  4. Using the Task Entry View
  5. Understanding the Duration Equation
  6. Understanding Task Types
  7. Understanding Programming Biases
  8. Setting the Cost Rate Table
  9. Assigning Material Resources
  10. Using Effort Driven Scheduling
  11. Using Non-Effort Driven Scheduling
  12. Using the Assign Resources Dialog
  13. Using Resource Substitution
  14. Understanding Resource Overallocation
  15. Locating Resource Overallocations
  16. Leveling Overallocated Resources
  17. Using a Leveling Methodology
  18. Leveling an Overallocated Resource
  19. Viewing Leveling Results
  20. Clearing Leveling Results
  21. Setting Task Priority Numbers
Project Execution
  1. Understanding the Execution Process
  2. Viewing the Critical Path
  3. Working with Project Baselines
  4. Saving a Project Baseline
  5. Saving a “Rolling Baseline”
  6. Saving Over a Previous Baseline
  7. Viewing the Project Baseline
  8. Clearing the Project Baseline
  9. Using Additional Baselines
  10. Tracking Project Progress
  11. Entering % Complete
  12. Entering Actual Work and Remaining Work
  13. Using a Daily Timesheet
  14. Rescheduling Uncompleted Work
Variance Analysis
  1. Understanding Variance
  2. Understanding Variance Types
  3. Understanding Actual vs. Estimated Variance
  4. Analyzing Project Variance
  5. Analyzing Date Variance
  6. Analyzing Work Variance
  7. Analyzing Cost Variance
  8. Using Custom Views to Analyze Variance
  9. What Is A View?
  10. Creating a New Custom View
  11. Creating a Custom Table
  12. Creating a Custom Filter
  13. Creating a Custom Group
  14. Creating a New Custom View
  15. Creating a Combination View
  16. Using the Organizer
  17. Copying Custom Objects
  18. Renaming and Deleting Custom Objects
Plan Revision and Change Control
  1. Revising a Project Plan
  2. Potential Problems with Revising a Plan
  3. Using a Change Control Process
  4. Inserting New Tasks in a Project
  5. Rebaselining Your Project
  6. Rebaselining the Entire Project
  7. Backing Up an Original Baseline
  8. Rebaselining Only Unstarted Tasks
  9. Saving a Baseline for Selected Tasks
  10. Viewing Multiple Baselines
Project Reporting
  1. Reporting in Microsoft Office Project 2007
  2. Printing Views
  3. Using Page Setup
  4. Creating a Header or Footer
  5. Using the Print Dialog
  6. Printing Reports
  7. Understanding Report and View Interaction
  8. Understanding Report Definition
  9. Creating Custom Reports
  10. Creating Custom Monthly Calendar Reports
  11. Creating Custom Crosstab Reports
  12. Using Visual Reports
  13. Viewing a Visual Report
  14. Customizing a Microsoft Office Excel 2007 Visual Report
  15. Customizing a Microsoft Office Visio 2007 Visual Report
  16. Saving Local OLAP Cube Data
  17. Creating Visual Report Templates
  18. Editing Visual Report Templates
  19. Managing Your Visual Report Templates
Module 12: Project Closure
  1. Using Project Closure Methodologies
  2. Closing a Project
  3. Cancelling Unnecessary Tasks
  4. Marking Milestones as Complete
  5. Saving a Completed Project as a Template
  6. Creating a New Project from a Template
  7. Using the Compare Project Versions Tool

 

  
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