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MS Project Fundamentals

Execute your projects on-time and on-budget

At a Glance

Who Should Attend:

Attendees of the Project Planning Breakthroughs programme who are responsible for monitoring the execution of a project and/or have multiple projects to administer.


  • 1-day, instructor-led session or two 2-hour web-based virtual classroom sessions

  • Follow-up coaching session to reinforce learning

Tools Provided:

  • Comprehensive Learning Guide and Resource Manual

  • Subscription to our monthly LearningLink e-newsletter

Related Training:

This programme will enable participants to avoid common pitfalls and become competent users of Microsoft Project. By the end of this training, users should be very comfortable with using the programme, and able to create and manage a reasonably complex project.

This course will help you:

  • Immediately improve the application of MS Project to your own project workload
    • Allocate and share resources, and resolve conflicts among them
    • Produce reports of value, both in standard and customized formats
    • Accurately monitor multiple projects through proven tracking and updating techniques
    • Understand and navigate Microsoft Project tables and views
    • Set up project calendars, enter working and non-working times
    • Create a new project from scratch
    • Create tasks, enter task durations, summary tasks and milestones
    • Entering complex relationships including lag and lead time
    • Establish a resource pool, assign resources, identify over-allocations and level resources
    • Apply task constraints and deadlines
    • Monitor projects including baseline analysis

MS Project Fundamentals

Read Course Outline

Detailed Synopsis:

The Priority Management WorkingSm@rt® using Microsoft Project Workshop was developed for those who need to manage medium to large size projects. We will provide you with the knowledge, skills and tools to effectively manage those projects within the all too familiar interface of Microsoft MS Project. Managing your project work using this software will enhance your ability to stay in control of project task follow-ups, commitments and important deadlines.


Unit 1: Take a Quick Tour

• How Does Microsoft Project Work?
• Opening a Template
• Viewing and Understanding Gantt Entry / Gantt Schedule / Gantt Cost, etc.
• Inserting, Re-naming and Hiding Fields
• Displaying and Editing the View Bar
• View Bar Icons
• Relationship Models (Dynamic Scheduling)
• Linking and unlinking tasks
• Splitting tasks
• Adding Summary Headings and Milestones
• Using the Outline Tool
• Viewing the Task Information Box
• Moving About a Sheet

Unit 2: The  Upsize Project

• New Project Overview
• Understanding the Upsize Project
• General Manager (GM)
• Director of Information Technology (DIT)
• Personnel and Administration Manager (PAM)
• Building and Maintenance Services Technician (BMST)

Unit 3: Creating a New Project

• Setting Specific Calendar Options
• Pitfalls in Changing Options
• Adjusting the Standard Calendars
• Creating a New Calendar
• Specifying Project Summary Information
• Specifying Project Information

Unit 4: Creating Tasks

• Overview of Creating Tasks
• Entering Tasks
• Creating Summary Tasks
• Working with Summary Tasks
• Entering Milestones
• Format Task Names

Unit 5: Tasks Durations and Checking Status

• Task Duration Overview
• Entering Task Durations
• Upsize Durations
• Checking Project Status
• Understanding Project Slack

Unit 6: Creating Task Relationships

• Overview of Creating Relationships
• Entering Lag Time
• Entering Lead Time
• Creating Relationships Using the Link Tool
• Creating Relationships Using Task Entry
• Using Task Information for Relationships
• Creating Relationships in a Sheet

Unit 7: Resourcing a Project

• Overview of Resourcing
• Creating a Resource Pool
• Assigning Calendars to Resources
• Adjusting Resource Information

Unit 8 - Assigning Resources

• Overview of Assigning Resources
• Assigning Part Time Resources
• Assigning Resources Using Task Entry View
• Effort Driven Logic
• Assigning Resources in Task Information
• Assigning Resources in a Sheet
• Assigning Resources That You Don’t Have
• Assigning ALL remaining resources

Unit 9 - Resource Levelling

• Resource Levelling Overview
• Tracking Down Over-allocations
• Assigning Overtime

Unit 10 - Constraints and Deadlines

• Overview of Constraints & Deadlines
• Reviewing Our Project
• Adding a Constraint
• Creating a Deadline

Unit 11 - Project Monitoring

• Overview of Project Monitoring
• Creating A Baseline
• Getting Project to Update Progress
• Manually Updating Task Progress
• Tracking Actuals on a Gantt Chart
• Using the Tracking Box
• Viewing Task Slippage

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