Scheduling with Microsoft Project

This 8 hour course introduces the skills necessary to build, organize, schedule, and manage projects effectively using core project planning features. Participants will learn to enter and structure tasks, assign and level resources, customize timelines, set baselines, apply constraints, and share project plans professionally.

• Session 1 Outline

  • The Project Interface
  • Creating a New Project
  • Saving/Opening a Project
  • Entering Project Information
  • Setting Working Time
  • Choosing Automatic or Manual Scheduling
  • Entering Tasks
  • Project Views
  • Organizing Tasks into Phases
  • Linking and Unlinking Tasks

• Session 2 Outline

  • Moving Tasks
  • Rescheduling Tasks
  • Splitting Tasks
  • Deleting Tasks
  • Creating Resources
  • Using the Resource Information Dialog
  • Assigning Resources to Tasks
  • Removing and Replacing Resource Assignments
  • Resource Leveling

• Session 3 Outline

  • Showing and Hiding the Timeline
  • Customizing Timeline Tasks
  • Changing Timeline Display Options
  • Copying the Timeline
  • Using the Task Information Dialog
  • Changing the Task Calendar
  • Creating a Baseline
  • Using Lag and Lead Time

• Session 4 Outline

  • Creating Milestones
  • Setting Deadlines
  • Creating Constraints
  • Format, Filters, & Groups
  • Exporting a Project to Other Formats
  • Printing/Emailing a Project

This 8-hour course provides a hands-on introduction to Microsoft Project for the Web, focusing on creating project schedules, organizing tasks, assigning resources, and tracking progress. Participants will learn practical techniques to manage timelines, adjust plans, and communicate project status effectively.

Session 1: Managing the Interface

• Project for the Web vs. Project Professional vs. Project Online
• Monitoring Project Progress
• Viewing Project Progress
• Adding Custom Fields
• Creating Custom Tables
• Creating Calculated Fields
• Creating Concatenated Fields
• Creating Customized Date Function Fields

Session 2: Views, Maps, and Links

• Creating Custom Single Views
• Creating Custom Combination Views
• Creating a Network Diagram
• Analyzing a Project Plan
• Importing and Exporting Data
• Importing and Exporting Maps
• Importing External Files into Projects
• Hyperlinking Files in Project

Session 3: Understanding Resource Pools

• Resource Pools
• Working with Resource Pools
• Sharing a Resource Pool
• Managing a Resource Pool
• Reporting and Analyzing the Resource Pool
• Requesting Approvals

Session 4: Master and Sub-Projects

• Multiple Projects and Master Projects
• Linking Project Plans
• Creating a Series of Sub-Projects
• Managing Projects within the Master Project
• Managing Projects in the Sub-Project

This 8-hour course teaches construction teams how to track progress, customize project data, and coordinate resources across multiple schedules in Microsoft Project. Participants will learn to create custom fields and views, manage shared resource pools, and organize large construction project plans using master and sub-project structures.

Session 1: Progress Tracking and Custom Fields

• Monitoring Project Progress
• Viewing Project Progress
• Adding Custom Fields
• Creating Custom Tables
• Creating Calculated Fields
• Creating Concatenated Fields
• Creating Customized Date Function Fields

Session 2: Views, Maps & Links

• Creating Custom Single Views
• Creating Custom Combination Views
• Creating a Network Diagram
• Analyzing a Project Plan
• Importing and Exporting Data
• Importing and Exporting Maps
• Importing External Files Into Projects
• Hyperlinking Files in Project

Session 3: Understanding Resource Pools

• Resource Pools
• Working With Resource Pools
• Sharing a Resource Pool
• Managing a Resource Pool
• Reporting and Analyzing the Resource Pool

Session 4: Master & Sub-Projects

• Multiple Projects and Master Projects
• Linking Projects Plans
• Creating a Series of Sub-Projects
• Managing Projects Within the Master Project
• Managing Projects in the Sub-Project