Introduction
This three-day instructor-led
course provides students with the knowledge and
skills to build, maintain, and control well-formed
project plans.
This is the first course in the
Microsoft Office Project 2007 Official Curriculum
series and will serve as the entry point for other
Microsoft Official Curriculum (MOC) courses covering
Microsoft Office Project 2007 and the Microsoft EPM
2007 Solution.
Audience
This course is intended for both
novice and experienced project managers and
schedulers. These individuals would be involved in
or responsible for scheduling, estimating,
coordinating, controlling, budgeting, and staffing
of projects and supporting other users of MS Office
Project. A familiarity with key project management
concepts and terminology is recommended as well as
basic Windows navigation skills.
At Course Completion
After completing this course,
students will be able to:
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Get started with
Microsoft Office Project 2007.
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Create and define
projects.
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Work with estimates and
dependencies
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Work with deadlines,
constraints, and task calendars
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Work with resources.
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Predict behavior by using
task types and the scheduling formula.
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Customize and format
Microsoft Project views.
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Analyze resource
utilization.
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Track progress.
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Create project reports
which analyze project, resource, and task
data.
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Manage multiple projects.
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Prerequisites
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Experience using
Microsoft Office Project to create project
schedules.
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Fundamental knowledge of
project management.
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Experience with the
Microsoft Windows XP or Windows Vista
operating system.
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Experience with Microsoft
Office Excel 2003.
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Course Outline
Module 1: Getting Started with
Microsoft Office Project 2007
This module provides an overview
of Microsoft Office Project 2007 and project
management concepts. It explains how to use the
desktop interface and how to work with various file
types. It also illustrates how to receive help and
advice while working with Office Project 2007.
Lessons
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Understanding the Nature
of Projects
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Discovering Project 2007
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Understanding Project
2007 File Types
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Navigating the Project
2007 Interface
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Getting Help and Guidance
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Configuring Options
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After completing this module,
students will be able to:
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Describe the nature of
projects.
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Demonstrate familiarity
with Office Project 2007.
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Identify the different
Office Project 2007 file types.
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Navigate the Office
Project 2007 interface.
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Get help and guidance
from within Office Project 2007.
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Understand configuration
options.
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Module 2: Creating and Defining
Projects
This module explains how to
create new projects, how to define appropriate
options, and how to enter, organize, and outline the
task list. It also explores ways to import data from
other sources and provides guidance on configuring
the corporate calendar.
Lessons
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Creating and Saving
Projects
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Defining Properties and
Options
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Creating and Organizing
the Task List
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Importing Data
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Modifying and Applying
Calendars
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Setting Scheduling
Options
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Lab 2: Creating and Defining
Projects
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Entering Project and File
Properties
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Setting Appropriate
Schedule Options
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Setting Corporate
Holidays
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Importing Data from
Office Excel
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Update a Task List
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Creating a Multilevel
Outline
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After completing this module,
students will be able to:
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Create and save projects.
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Define file properties
and options.
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Create and organize the
task list.
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Import data.
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Modify and apply
calendars.
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Set schedule options.
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Module 3: Working with Estimates
and Dependencies
This module explains the
techniques for estimating tasks and how to generate
a dynamic schedule by creating dependencies between
tasks. Various linking and unlinking techniques will
be explored in multiple views and link types will be
modified to reflect real-world scenarios.
Lessons
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Entering Task Estimates
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Using A PERT Analysis to
Estimate Task Duration
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Linking and Unlinking
Tasks by Using the Gantt Chart View
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Linking and Unlinking
Tasks by Using the Network Diagram View
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Adding Lag or Lead Time
to a Linked Task
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Lab 3: Working with Estimates and
Dependencies
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Entering a Duration or
Work Estimate
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Creating Links Between
Tasks
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Adding Lag or Lead Times
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Displaying Links in
Network Diagram View
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After completing this module,
students will be able to:
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Enter task estimates.
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Use a PERT (Program
Evaluation and Review Technique) analysis to
estimate task durations.
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Link and unlink tasks by
using the Gantt Chart view.
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Link and unlink tasks by
using the Network Diagram view.
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Add Lag or Lead-time to a
linked task.
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Module 4: Working with Deadlines,
Constraints, and Task Calendars
This module explains how to
incorporate restrictions in a schedule through the
use of deadlines and constraints. Displaying,
reading, and analyzing the critical path will be
discussed, along with how to use task drivers in the
analysis. Task calendars will be presented as a
technique to get a schedule back in line with a
deadline or constraint.
Lessons
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Introducing Deadlines,
Constraints, and Task Calendars
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Creating and Modifying
Deadlines
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Creating and Modifying
Constraints
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Creating and Modifying
Task Calendars
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Identifying Critical
Tasks
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Working with Task Driver
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Lab 4: Working with Deadlines,
Constraints, and Task Calendars
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Displaying the Critical
Path
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Setting a Deadline
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Setting a Constraint
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Responding to Situations
Triggered by Deadlines and Constraints
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Creating and Apply a Task
Calendar to Meet a Deadline
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Finding and Removing
Constraints in a Schedule
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After completing this module,
students will be able to:
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Introduce deadlines,
constraints, and task calendars.
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Create and modify
deadlines.
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Create and modify
constraints.
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Create and modify task
calendars.
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Identify critical tasks.
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Work with Task Drivers.
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Module 5: Working With Resources
This module explains the various
types of resources that are needed on a schedule,
how to enter the resource list, and how to assign
resources to tasks. Changes to the project team will
be implemented by modifying resource assignments.
Various types of costs will also be covered
including resource costs, task costs, and project
budgets.
Lessons
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Introducing Resources,
Assignments, and Budgeting
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Adding Resources to the
Resource Sheet
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Creating and Modifying
Resource Assignments
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Entering Project Budgets
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Lab 5: Working with Resources
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Adding Resources to the
Resource Sheet View
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Creating and Modifying
Resource Assignments
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Entering Project Costs
and Project Budgets
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After completing this module,
students will be able to:
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Describe resources,
assignments, and budgeting.
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Add resources to the
Resource Sheet view.
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Create and modify
resource assignments.
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Understand the
fundamentals of project budgets.
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Module 6: Predicting Behavior by
Using Task Types and the Scheduling Formula
This module explains the
scheduling formula and how the variables duration,
work, and units interact. It also illustrates how
recalculations occur when variables are changed.
This module explains recommended procedures on
changing task types and changing variables for
various situations.
Lessons
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Using Task Types and the
Scheduling Formula
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Changing Variables and
Predicting Behavior
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Applying Task Types to
Produce Predictable Behavior
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Special Situations with
Effort-Driven Scheduling
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Lab 6: Understanding Task Types
and the Scheduling Formula
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Identifying the Fixed
Variable in a Task and How It Affects the
Scheduling Formula
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Making Decisions about
Task Type and Effort-Driven Settings
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Predicting the Scheduling
Formula When Changing Variables
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After completing this module,
students will be able to:
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Use Task Types and the
scheduling formula for effective
calculations.
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Change variables and
predict behavior.
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Apply task types to
produce predictable behavior.
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Describe special
situations within effort-driven scheduling.
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Module 7: Customizing and
Formatting
This module explains how to
format text, bars, and other screen elements. Custom
objects will be created including templates,
calendars, fields, tables, filters, groups, and
views. This module also illustrates use of the
Organizer to transfer custom objects to other files.
Lessons
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Formatting Screen
Elements
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Creating and Modifying
Templates
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Creating and Modifying
Fields, Tables, and Formulas
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Creating and Modifying
Filters and Groups
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Creating and Modifying
Custom Views
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Lab 7: Customizing and Formatting
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Modifying a Template to
Include Corporate Standards
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Creating Simple and
Complex Custom Fields
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Populating a New Table
with Existing and Custom Fields
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Developing a New Filter
And Group
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Moving an Object from a
Project to the Global.mpp File
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After completing this module,
students will be able to:
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Format screen elements.
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Create and modify
templates.
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Create and modify fields,
tables, and formulas.
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Create and modify filters
and groups.
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Create and modify custom
views.
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Module 8: Analyzing Resource
Utilization
This module explains techniques
for manipulating views to display resource
allocation and how to identify causes of resource
overallocation. Various options for managing limited
resources will be explored. In addition, several
techniques for solving overallocated resources will
be explained, including the leveling feature.
Lessons
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Introducing Resource
Utilization Concepts
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Viewing Resource
Assignments, Allocation, and Utilization
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Managing Resource
Availability
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Optimizing and Leveling
Resource Assignments
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Lab 8: Analyzing Resource
Utilization
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Reading and Interpreting
Resource Allocation Views
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Changing Resource
Availability and Interpreting Results
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Identifying and
Correcting Causes of Resource Overallocation
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After completing this module,
students will be able to:
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Describe resource
utilization concepts.
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View resource
assignments, allocation, and utilization.
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Manage resource
availability.
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Optimize and level
resource assignments.
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Module 9: Tracking Progress
This module explains how to
manage updates to a schedule by saving baselines and
tracking duration, work, and cost updates.
Comparison between expected and actual results will
be illustrated with various views that display
variance. In addition, this module provides
guidelines on how to troubleshoot a schedule and how
to get a troubled schedule back on track.
Lessons
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Working With Baselines
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Entering Duration Updates
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Entering Work Updates
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Entering Cost Updates
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Discovering Variances
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Troubleshooting and
Getting Back on Track
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Lab 9: Tracking Progress
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Setting and Revising a
Baseline
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Entering Actual Results
Updates for Tasks and Resources
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Controlling Projects by
Finding Variance and Suggesting Corrective
Action
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Applying Techniques to
Shorten Duration, Reduce Work, and Reduce
Cost
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After completing this module,
students will be able to:
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Work with baselines.
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Enter duration updates.
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Enter work updates.
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Enter cost updates.
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Discover variances.
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Trouble shoot schedules
and get back on track.
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Module 10: Creating Reports
This module explains how to
configure views for printing and how to generate
standard and Visual reports. Customizations to
printouts and modifications to existing reports will
also be covered. This module will explain how to
export data and explore techniques for solving
printing issues.
Lessons
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Selecting, Editing, and
Creating Basic Reports
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Configuring Print and
Page Setup Options
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Setting Options to
Correct Printing Issues
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Exporting Reporting Data
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Creating and Modifying
Visual Reports
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Lab 10: Creating Reports
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Applying Solutions to
Various Printing Scenarios
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Running Basic Reports
That Summarize Data by Project, by Resource,
by Task, or by Cost
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Developing a New Basic
Report
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Exporting Data by Using a
Custom Map to Merge with Data in an Existing
Excel Spreadsheet
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Running Visual Reports
That Summarize Data by Project, by Resource,
by Task, or by Cost
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Developing a New Visual
Report Template
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After completing this module,
students will be able to:
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Select, edit, and create
standard reports.
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Configure print and page
setup options.
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Set options to correct
printing issues.
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Export project data.
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Create and modify visual
reports.
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Module 11: Managing Multiple
Projects
This module explains how to
create and manage multiple projects. It will cover
links and the critical path across multiple
projects. It also discusses how to create and use a
shared resource pool and how to view resource
allocation across multiple projects.
Lessons
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Introducing Management of
Multiple Projects
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Creating Master Projects
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Creating Links Between
Projects
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Calculating Single or
Multiple Critical Paths
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Saving and Opening
Multiple Projects
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Sharing Resources and
Analyzing Resource Utilization Across
Multiple Projects
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Lab 11: Managing Multiple
Projects
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Inserting Subprojects
into a Master Project
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Creating Links Across
Projects and Managing Changes to Linked
Tasks
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Displaying the Critical
Path in a Master Project
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Creating and Sharing a
Resource Pool
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Reading and Interpreting
Resource Usage Across Multiple Projects
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After completing this module,
students will be able to:
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Introduce management of
multiple projects.
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Create master projects.
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Create links between
projects.
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Calculate single or
multiple critical paths.
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Save and open multiple
projects.
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Share resources and
analyze resource utilization across multiple
projects.
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