|
Course OutlineModule 1: Project Management Overview
This module sets the stage for the proper use of Microsoft
Office Project 2007 by focusing on the definition of a project
and the major steps in the project management life cycle.
Lessons
·
What is a Project?
·
Understanding the Project Management Process
After completing this module, students will be able to:
·
Define the term “project.”
·
Understand the project management life cycle as it applies to
the use of Microsoft Office Project 2007.
Module 2: Microsoft Office Project 2007 Overview
This module introduces the student all aspects of the Microsoft
Office Project 2007 user interface, teaches the student how to
navigate effectively within a project, and helps the student to
understand the meaning of all the symbols used in the Gantt
Chart view of a project.
Lessons
·
Introducing the Global.mpt File
·
Using the Project Guide
·
Understanding the Planning Wizard
·
Navigating in Microsoft Office Project 2007
·
Understanding Gantt Chart Symbols
After completing this module, students will be able to:
·
Understand the purpose of the Global.mpt file.
·
Display, use, and hide the Project Guide.
·
Understand the purpose of the Planning Wizard.
·
Define the features shown in the Microsoft Office Project 2007
user interface.
·
Use tips and tricks to navigate in a project in Microsoft Office
Project 2007.
Module 3: Inside Microsoft Office Project 2007
This module explains the simplified Microsoft Project Data Model
as it applies to Views, Tables, Filters, and Groups in Microsoft
Office Project 2007. This module introduces the student to the
most commonly used Views, Tables, Filters, and Groups in the
application.
Lessons
·
Understanding the Microsoft Project Data Model
·
Understanding Views
·
Understanding Tables
·
Understanding Filters
·
Understanding Groups
Lab : Inside Microsoft Office Project 2007
·
Exercise 3-1: Apply task and resource Views in Microsoft Office
Project 2007.
·
Exercise 3-2: Apply task and resource Tables in Microsoft Office
Project 2007.
·
Exercise 3-3: Apply a standard Filter in Microsoft Office
Project 2007.
·
Exercise 3-4: Apply a Highlight Filter in Microsoft Office
Project 2007.
·
Exercise 3-5: Apply task and resource Groups in Microsoft Office
Project 2007.
After completing this module, students will be able to:
·
Explain the simplified Microsoft Project Data Model as it
applies to Views, Tables, Filters, and Groups.
·
Apply task and resource Views.
·
Apply a combination View.
·
Apply task and resource Tables.
·
Apply task and resource Filters.
·
Use Cell Background Formatting with a Highlight Filter.
·
Apply task and resource Groups.
Module 4: Project Definition
This module begins the process of learning to use Microsoft
Office Project 2007 by following the project management life
cycle. This module teaches the student how to define a new
project using a six-step process and how to create new base
calendars for specific scheduling needs.
Lessons
·
Defining a New Project
·
Step #1 – Set the Project Start Date
·
Step #2 – Enter the Project Properties
·
Step #3 – Display the Project Summary Task
·
Step #4 –Set the Project Working Schedule: Setting the Daily
Working Schedule; Creating a New Base Calendar
·
Step #5 – Set Options Unique To This Project
·
Step #6 – Save the Project
Lab : Project Definition
·
Exercise 4-1: Set the project Start date.
·
Exercise 4-2: Enter the Properties of the project.
·
Exercise 4-3: Display the Project Summary Task in the project.
·
Exercise 4-4: Set company holidays as nonworking time on the
Standard calendar.
·
Exercise 4-5: Create two new base calendars to specify unique
working schedules.
·
Exercise 4-6: Specify options settings for the project.
·
Exercise 4-7: Save the project.
After completing this module, students will be able to:
·
Define a new project using a six-step method.
·
Create a new base calendar.
Module 5: Project Task Planning
This module teaches the student all of the steps necessary to
complete the task planning process, which is the first wave of
the Planning process in the project management life cycle.
Lessons
·
Understanding the Task Planning Process
·
Understanding Change Highlighting
·
Using Basic Task Planning Skills
·
Using Task Dependencies
·
Setting Task Constraints and Deadline Dates
·
Assigning Task Calendars
·
Understanding Duration-Based and Effort-Based Planning:
Estimating Task Durations
·
Understanding Task Drivers
·
Creating Recurring Tasks
Lab : Project Task Planning
·
Exercise 5-1: Enter new tasks and edit an existing task.
·
Exercise 5-2: Rearrange the task list into a meaningful order.
·
Exercise 5-3: Insert a new task between two existing tasks.
·
Exercise 5-4: Delete an existing task.
·
Exercise 5-5: Create summary tasks and subtasks to show the WBS
for the project.
·
Exercise 5-6: Create Milestone tasks.
·
Exercise 5-7: Add a Note and Cell Background Formatting to
highlight a task of interest.
·
Exercise 5-8: Set each of the four types of task dependencies.
·
Exercise 5-9: Set Lag time and Lead time on task dependencies.
·
Exercise 5-10: Edit existing task dependencies using various
methods.
·
Exercise 5-11: Set task dependencies in the class sample
project.
·
Exercise 5-12: Set Constraints and Deadline dates on tasks.
·
Exercise 5-13: Assign a Task Calendar to a task.
·
Exercise 5-14: Estimate the Duration for several tasks.
·
Exercise 5-15: Determine the driver for any task using the Task
Drivers tool.
·
Exercise 5-16: Create a Recurring Task.
After completing this module, students will be able to:
·
Understand all aspects of the task planning process.
·
Understand Change Highlighting.
·
Create and edit tasks.
·
Insert one or more new tasks between two existing tasks.
·
Delete an existing task.
·
Build the Work Breakdown Structure by creating summary tasks and
subtasks.
·
Create Milestone tasks.
·
Add Notes and Cell Background Formatting to a task.
·
Understand how to use the four types of task dependencies, and
add Lag time or Lead time as needed.
·
Edit an existing task dependency.
·
Set Constraints and Deadline dates on tasks.
·
Assign a Task Calendar to a task.
·
Estimate task Durations.
·
Use the Task Drivers tool to determine the driver for any task.
·
Create a Recurring Task.
Module 6: Project Resource Planning
This module teaches the student all of the steps necessary to
complete the resource planning process, which is the second wave
of the Planning process in the project management life cycle.
Lessons
·
Defining Project Resources
·
Entering Basic Resource Information
·
Entering Custom Resource Information: Entering General
Information; Changing Working Time;Setting an Alternate Working
Schedule; Entering Nonworking Time; Setting Working Schedule
Changes; Entering Cost Information; Entering Resource
Notes; Using the Custom Fields Page
Lab : Project Resource Planning
·
Exercise 6-1: Enter basic resource information for project team
members.
·
Exercise 6-2: Enter general and working schedule information for
project team members.
·
Exercise 6-3: Enter cost information and notes project team
members.
After completing this module, students will be able to:
·
Explain the different types of resources available in Microsoft
Office Project 2007.
·
Create Work, Material, and Generic resources.
·
Enter basic and custom resource information for project team
members.
Module 7: Project Assignment Planning
This module teaches the student all of the steps necessary to
complete the assignment planning process, which is the third and
final wave of the Planning process in the project management
life cycle.
Lessons
·
Understanding Assignments
·
Using the Task Entry View
·
Understanding the Duration Equation
·
Setting the Cost Rate Table
·
Assigning Material Resources
·
Using Effort Driven Scheduling
·
Using the Assign Resources Dialog
·
Understanding Resource Overallocation
·
Leveling Overallocated Resources
Lab : Project Assignment Planning
·
Exercise 7-1: Assign resources to tasks using the Task Entry
view.
·
Exercise 7-2: Learn about the Duration Equation by changing
Units, Work, and Duration.
·
Exercise 7-3: Learn about Task Types by changing Units, Work,
and Duration for various Task Types.
·
Exercise 7-4: Learn about the Programming Biases in Microsoft
Office Project 2007 by changing the fixed variable in the
Duration Equation for various Task Types.
·
Exercise 7-5: Specify an alternate Cost Rate for a resource
assignment on a task.
·
Exercise 7-6: Assign a Material resource to a task.
·
Exercise 7-7: Use Effort Driven scheduling to shorten the
Duration of a task.
·
Exercise 7-8: Learn more about Effort Driven scheduling by
adding a resource to a task where the existing resource has
completed some Actual Work on the task.
·
Exercise 7-9: Assign resources to a Recurring Task using the
Assign Resources dialog.
·
Exercise 7-10: Use the Filtering features in the Assign
Resources dialog to do skill matching between a Generic resource
and available human resources.
·
Exercise 7-11: Use the resource substitution feature in the
Assign Resources dialog to replace a Generic resource with a
human resource.
·
Exercise 7-12: Locate resource overallocations and then level
overallocated resources.
After completing this module, students will be able to:
·
Understand that the complete Microsoft Project Data Model
includes task, resource, and assignment data.
·
Understand work estimation techniques.
·
Assign resources to tasks using the Task Entry view and the
Assign Resources dialog.
·
Change the Cost Rate Table for an assignment.
·
Understand and use Task Types.
·
Use Effort-Driven scheduling to shorten task Duration.
·
Assign a Material resource to a task.
·
Use filtering and graphing in the Assign Resources dialog.
·
Locate and level resource overallocations.
Module 8: Project Execution
This module teaches the student how to view the Critical Path in
a project, to baseline a project, and to track progress using
one of three available tracking methods.
Lessons
·
Understanding the Execution Process
·
Viewing the Critical Path
·
Working with Project Baselines: Saving a Project Baseline;
Saving a “Rolling Baseline”; Saving Over a Previous Baseline;
Viewing the Project Baseline; Clearing the Project Baseline;
Using Additional Baselines
·
Tracking Project Progress: Entering % Complete; Entering Actual
Work and Remaining Work; Using a Daily Timesheet
·
Rescheduling Uncompleted Work
Lab : Project Execution
·
Exercise 8-1: Use the Gantt Chart Wizard to view the Critical
Path in a project.
·
Exercise 8-2: Save an original Baseline in a project.
·
Exercise 8-3: Save a duplicate copy of a Baselined project for
later use a project closure.
·
Exercise 8-4: Enter task progress using the % Complete method.
·
Exercise 8-5: Enter task progress using the Actual Work and
Remaining Work method.
·
Exercise 8-6: Enter task progress using the daily timesheet
method.
·
Exercise 8-7: Enter a task Note to document additional task
tracking information.
·
Exercise 8-8: Enter task progress on a Recurring Task.
·
Exercise 8-9: Reschedule uncompleted work from the past
reporting period into the current reporting period.
After completing this module, students will be able to:
·
Understand each aspect of the Execution stage of the project
management life cycle.
·
View the Critical Path for a project.
·
Save an original baseline for a project.
·
Understand the proper use of the multiple Baseline fields in
Microsoft Office Project 2007.
·
Understand the three primary methods for entering project
progress.
·
Reschedule uncompleted work from past reporting periods into the
current reporting period.
Module 9: Variance Analysis
This module teaches the student how to analyze Work, Cost, Date,
and schedule variance. This module also teaches the student to
create custom Views, Tables, Filters, and Groups to further
analyze variance and to view custom project information.
Lessons
·
Understanding Variance: Understanding Variance Types;
Understanding Actual vs. Estimated Variance
·
Analyzing Project Variance: Analyzing Date Variance; Analyzing
Work Variance; Analyzing Cost Variance
·
Using Custom Views to Analyze Variance: What Is A View?;
Creating a New Custom View
·
Creating a Custom Table
·
Creating a Custom Filter
·
Creating a Custom Group
·
Creating a New Custom View: Creating a Combination View
·
Using the Organizer
Lab : Variance Analysis
·
Exercise 9-1: Analyze schedule variance, along with Date, Work,
and Cost variance.
·
Exercise 9-2: Create a new custom Table to show Duration
variance.
·
Exercise 9-3: Create a new Table to show all project task
variance in a single location.
·
Exercise 9-4: Create a new custom Filter that displays only
Estimated Variance for Work (as opposed to Actual Variance).
·
Exercise 9-5: Create a custom Filter to locate tasks whose
Duration exceeds their Baseline Duration.
·
Exercise 9-6: Create a new custom Group to group tasks by their
Duration Variance in descending order in 1-day intervals.
·
Exercise 9-7: Create a custom View that shows all tasks whose
Duration Variance is greater than 0 days, grouped by the
Duration Variance field, and displayed with the Task Sheet
screen.
·
Exercise 9-8: Create a new custom Tracking Gantt view that shows
all five types of variance, and highlights tasks with estimated
Work over budget.
·
Exercise 9-9: Use the Organizer tool to copy custom Views,
Tables, Filters, and Groups from a project file to the
Global.mpt file.
After completing this module, students will be able to:
·
Understand the different types of project variance.
·
Understand the difference between “estimated” variance and
“actual” variance.
·
Analyze Work, Cost, Date, and schedule variance.
·
Create custom Views, Tables, Filters, and Groups.
·
Use the Organizer to manage custom Views, Tables, Filters, and
Groups in Microsoft Office Project 2007.
Module 10: Plan Revision and Change Control
This module teaches the student how to revise a project to bring
it back on track against its original goals and objectives, to
manage changes to a project using a change control process, and
to rebaseline a project after a major change control procedure.
Lessons
·
Revising a Project Plan: Potential Problems with Revising a Plan
·
Using a Change Control Process
·
Inserting New Tasks in a Project
·
Rebaselining Your Project: Rebaselining the Entire Project;
Backing Up an Original Baseline; Rebaselining Only Unstarted
Tasks; Saving a Baseline for Selected Tasks
·
Viewing Multiple Baselines
Lab : Plan Revision and Change Control
·
Exercise 10-1: Revise a project by adding resources to Effort
Driven tasks and by adjusting resource availability for project
team members.
·
Exercise 10-2: Add a new task to a project using a Change
Control process.
·
Exercise 10-3: Back up the original project baseline information
in the Baseline1 set of fields.
·
Exercise 10-4: Rebaseline only the unstarted tasks in a project.
·
Exercise 10-5: View the new project Baseline after rebaselining
a project.
·
Exercise 10-6: View alternate Baseline schedule information in a
project.
After completing this module, students will be able to:
·
Define plan revision and change control.
·
Understand how to revise a project plan in Microsoft Office
Project 2007.
·
Understand Baseline issues relating to change control.
·
Understand how the AutoLink feature works when you insert a new
task in a project with dependencies.
·
Use change control procedures to add a new task to a project in
Microsoft Office Project 2007.
·
Baseline a new task added through a change control procedure.
Module 11: Project Reporting
This module teaches the student report on all types of data in a
Microsoft Office Project 2007 plan by printing Views, by
printing default Reports, by creating and printing custom
Reports, and by using the Visual Reports feature to export
project information to Microsoft Office Excel and Microsoft
Office Visio.
Lessons
·
Reporting in Microsoft Office Project 2007
·
Printing Views: Using Page Setup; Creating a Header or Footer;
Using the Print Dialog
·
Printing Reports: Understanding Report and View Interaction
·
Understanding Report Definition
·
Creating Custom Reports: Creating Custom Monthly Calendar
Reports; Creating Custom Crosstab Reports
·
Using Visual Reports: Viewing a Visual Report; Customizing a
Microsoft Office Excel 2007 Visual Report; Customizing a
Microsoft Office Visio 2007 Visual Report; Saving Local OLAP
Cube Data
·
Creating Visual Report Templates: Editing Visual Report
Templates; Managing Your Visual Report Templates
Lab : Project Reporting
·
Exercise 11-1: Use the Page Setup dialog to print a specific
number of columns in a View.
·
Exercise 11-2: Use the Page Setup dialog to add a Notes page
when printing the Gantt Chart view.
·
Exercise 11-3: Use the Page Setup dialog to create a custom
Header for the Gantt Chart view.
·
Exercise 11-4: Use the Print dialog to print a selected date
range for a View.
·
Exercise 11-5: Print Preview the various default Reports
included in Microsoft Office Project 2007.
·
Exercise 11-6: Troubleshoot printing problems with the Cash Flow
report.
·
Exercise 11-7: Troubleshoot printing problems with the Who Does
What When report.
·
Exercise 11-8: View the definition of a Task Report and a
Resource Report.
·
Exercise 11-9: Create a custom task Report based on the new
Table and Filter used in a previously created custom View.
·
Exercise 11-10: Create a custom Monthly Calendar Report to show
the tasks assigned to any resource.
·
Exercise 11-11: Create a monthly version of the Cash Flow report
that displays both tasks and assignments.
·
Exercise 11-12: View Visual Reports in Microsoft Office Project
2007.
·
Exercise 11-13: Customize the PivotTable in a Visual Report in
Microsoft Office Excel 2007.
·
Exercise 11-14: Customize the PivotChart in a Visual Report in
Microsoft Office Excel 2007.
·
Exercise 11-15: Create the PivotTable and PivotChart sections of
a new Visual Report Template.
·
Exercise 11-16: Format the PivotChart section of a new Visual
Report Template.
After completing this module, students will be able to:
·
Understand reporting features in Microsoft Office Project 2007.
·
Print default and custom Views and Reports.
·
Create custom Reports.
·
View and modify Visual Reports.
·
Create custom Visual Reports.
Module 12: Project Closure
This module teaches the student how close out a completed
project, to clean up and save a completed project as a template,
and to compare the final completed project with the original
baselined project using the Compare Projects tool in Microsoft
Office Project 2007.
Lessons
·
Project Closure
·
Using Project Closure Methodologies
·
Closing a Project: Cancelling Unnecessary Tasks; Marking
Milestones as Complete
·
Saving a Completed Project as a Template: Creating a New Project
from a Template
·
Using the Compare Project Versions Tool
Lab : Project Closure
·
Exercise 12-1: Cancel an unneeded task.
·
Exercise 12-2: Set the Remaining Work to 0 hours for a task that
finished early and then mark all Milestone tasks complete to
close a completed project.
·
Exercise 12-3: Clean up a completed project before saving it as
a project template.
·
Exercise 12-4: Save a completed project file as a project
template.
·
Exercise 12-5: Create a new project from the new project
template saved in Exercise 12-4.
·
Exercise 12-6: Use the Compare Project Versions tool to compare
the baselined and completed versions of a project.
After completing this module, students will be able to:
·
Understand and use project closure methodologies.
·
Close a completed project in Microsoft Office Project 2007.
·
Save a completed project as a project template.
·
Compare a completed project with the original project using the
Compare Projects tool.
Module 13: Working with Fields
This module teaches the student how to create custom Fields and
Outline Codes to track custom task and resource information.
Lessons
·
Understanding Custom Fields
·
Defining Custom Fields
·
Defining Custom Outline Codes
Lab : Working with Fields
·
Exercise 13-1: Create a series of custom fields to manage the
Change Control process.
·
Exercise 13-2: Create a custom field containing a formula to
calculate the percentage of Work variance, and display graphical
indicators instead of data in the new custom field.
·
Exercise 13-3: Create a custom resource outline code to track
each resource’s geographical location in the organization.
After completing this module, students will be able to:
·
Understand and use the six types of Fields in Microsoft Office
Project 2007.
·
Define custom Fields and Outline Codes to track task and
resource information.
Module 14: Project Costing
This module teaches the student how create, assign, and use Cost
resources in a project, and to perform Earned Value Analysis
(EVA) to analyze variance in a project.
Lessons
·
Using Cost Resources: Using Expense Cost Resources
·
Understanding Earned Value Analysis: Setting Up Microsoft Office
Project 2007 for EVA
·
Viewing Earned Value Fields: Changing the EVA Calculation Method
Lab : Project Costing
·
Exercise 14-1: Create a custom Table with which to track project
Budget and Actual Costs using Cost resources.
·
Exercise 14-2: Create a custom View in which to track project
Budget and Actual Costs using Cost resources.
·
Exercise 14-3: Create Cost resources to track project Budget and
Actual Costs.
·
Exercise 14-4: Assign Cost resources to tasks in a project.
·
Exercise 14-5: Set a budget for a project and enter Actual Cost
for the first Phase of the project.
·
Exercise 14-6: Study the Earned Value Analysis (EVA) fields in a
project.
After completing this module, students will be able to:
·
Create Budget Cost and Expense Cost resources.
·
Use Cost resources for budgeting and expenses.
·
Understand Earned Value Analysis (EVA).
Module 15: Importing and Exporting Project Data
This module teaches the student how to import and export
Microsoft Office Project 2007 data with Microsoft Office Excel.
Lessons
·
Exporting Project Data: Exporting to an Excel Workbook
·
Importing Project Data: Importing from an Excel Workbook File
Lab : Importing and Exporting Project Data
·
Exercise 15-1: Export project data to a Microsoft Office Excel
workbook file.
·
Exercise 15-2: Import project data from a Microsoft Excel
Workbook file.
After completing this module, students will be able to:
·
Export Microsoft Office Project 2007 data to Microsoft Office
Excel.
·
Import Microsoft Office Project 2007 data from Microsoft Office
Excel.
Module 16: Using Master Projects
This module teaches the student how to create a shared Resource
Pool file and to create a master project consisting of other
projects as subprojects.
Lessons
·
Master Project Defined
·
Creating a Shared Resource Pool: Connecting to a Shared Resource
Pool File; Using a Shared Resource Pool; Unlinking from a Shared
Resource Pool
·
Creating a Master Project
Lab : Using Master Projects
·
Exercise 16-1: Create a shared Resource Pool file from two
existing projects.
·
Exercise 16-2: Edit a shared Resource Pool file.
·
Exercise 16-3: Connect a new project containing no resources to
a shared Resource Pool file.
·
Exercise 16-4: Create a master project from a shared Resource
Pool file.
·
Exercise 16-5: Manually create a master project consisting of
three subprojects.
After completing this module, students will be able to:
·
Define a master project.
·
Create a shared Resource Pool file.
·
Create a master project.
|
