Microsoft Office Project 2007: Managing Projects Bootcamp | Microsoft Training, MS Dynamics NAV, CRM, GP, AX, Business Central

This is the first course in the Microsoft Office Project 2007 Official Curriculum series and serves as the entry point for other Microsoft Official Curriculum (MOC) courses covering Microsoft Office Project 2007 and the Microsoft Enterprise Project Management (EPM) 2007 Solution.

Audience Profile

This course is intended for both novice and experienced project managers and schedulers. These individuals are involved in or responsible for scheduling, estimating, coordinating, controlling, budgeting, and staffing of projects and supporting other users of Microsoft 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:

Get started with Microsoft Office Project 2007.
Create and define projects.
Work with estimates and dependencies.
Work with deadlines, constraints, and task calendars.
Work with resources.
Predict behavior by using task types and the scheduling formula.
Customize and format Microsoft Project views.
Analyze resource utilization.
Track progress.
Create project reports that analyze project, resource, and task data.
Manage multiple projects.

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

Understanding the Nature of Projects
Discovering Project 2007
Understanding Project 2007 File Types
Navigating the Project 2007 Interface
Getting Help and Guidance
Configuring Options

After completing this module, students will be able to:

Describe the nature of projects.
Demonstrate familiarity with Office Project 2007.
Identify the different Office Project 2007 file types.
Navigate the Office Project 2007 interface.
Get help and guidance from within Office Project 2007.
Understand configuration options.

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

Creating and Saving Projects
Defining Properties and Options
Creating and Organizing the Task List
Importing Data
Modifying and Applying Calendars
Setting Scheduling Options

Lab : Creating and Defining Projects

Entering Project and File Properties
Setting Appropriate Schedule Options
Setting Corporate Holidays
Importing Data from Office Excel
Update a Task List
Creating a Multilevel Outline

After completing this module, students will be able to:

Create and save projects.
Define file properties and options.
Create and organize the task list.
Import data.
Modify and apply calendars.
Set schedule options.

Module 3: Working with Estimates and Dependencies

This module explains how to estimate 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

Entering Task Estimates
Using A PERT Analysis to Estimate Task Duration
Linking and Unlinking Tasks by Using the Gantt Chart View
Linking and Unlinking Tasks by Using the Network Diagram View
Adding Lag or Lead Time to a Linked Task`

Lab : Working with Estimates and Dependencies

Entering a Duration or Work Estimate
Creating Links Between Tasks
Adding Lag or Lead Times
Displaying Links in Network Diagram View

After completing this module, students will be able to:

Enter task estimates.
Use a PERT (Program Evaluation and Review Technique) analysis to estimate task durations.
Link and unlink tasks by using the Gantt Chart view.
Link and unlink tasks by using the Network Diagram view.
Add Lag or Lead-time to a linked task.

Module 4: Working with Deadlines, Constraints, and Task Calendars

This module explains how to incorporate restrictions in a schedule by using 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

Introducing Deadlines, Constraints, and Task Calendars
Creating and Modifying Deadlines
Creating and Modifying Constraints
Creating and Modifying Task Calendars
Identifying Critical Tasks
Working with Task Driver

Lab : Working with Deadlines, Constraints, and Task Calendars

Displaying the Critical Path
Setting a Deadline
Setting a Constraint
Responding to Situations Triggered by Deadlines and Constraints
Creating and Apply a Task Calendar to Meet a Deadline
Finding and Removing Constraints in a Schedule

After completing this module, students will be able to:

Introduce deadlines, constraints, and task calendars.
Create and modify deadlines.
Create and modify constraints.
Create and modify task calendars.
Identify critical tasks.
Work with Task Drivers.

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

Introducing Resources, Assignments, and Budgeting
Adding Resources to the Resource Sheet
Creating and Modifying Resource Assignments
Entering Project Budgets

Lab : Working with Resources

Adding Resources to the Resource Sheet View
Creating and Modifying Resource Assignments
Entering Project Costs and Project Budgets

After completing this module, students will be able to:

Describe resources, assignments, and budgeting.
Add resources to the Resource Sheet view.
Create and modify resource assignments.
Understand the fundamentals of project budgets.

Module 6: Predicting Behavior by Using Task Types and the Scheduling Formula

This module explains the scheduling formula and the interaction between the variables duration, work, and units. 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

Using Task Types and the Scheduling Formula
Changing Variables and Predicting Behavior
Applying Task Types to Produce Predictable Behavior
Special Situations with Effort-Driven Scheduling

Lab : Understanding Task Types and the Scheduling Formula

Identifying the Fixed Variable in a Task and How It Affects the Scheduling Formula
Making Decisions about Task Type and Effort-Driven Settings
Predicting the Scheduling Formula When Changing Variables

After completing this module, students will be able to:

Use Task Types and the scheduling formula for effective calculations.
Change variables and predict behavior.
Apply task types to produce predictable behavior.
Describe special situations within effort-driven scheduling.

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

Formatting Screen Elements
Creating and Modifying Templates
Creating and Modifying Fields, Tables, and Formulas
Creating and Modifying Filters and Groups
Creating and Modifying Custom Views

Lab : Customizing and Formatting

Modifying a Template to Include Corporate Standards
Creating Simple and Complex Custom Fields
Populating a New Table with Existing and Custom Fields
Developing a New Filter And Group
Moving an Object from a Project to the Global.mpp File

After completing this module, students will be able to:

Format screen elements.
Create and modify templates.
Create and modify templates.
Create and modify filters and groups.
Create and modify custom views.

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

Introducing Resource Utilization Concepts
Viewing Resource Assignments, Allocation, and Utilization
Managing Resource Availability
Optimizing and Leveling Resource Assignments

Lab : Analyzing Resource Utilization

Reading and Interpreting Resource Allocation Views
Changing Resource Availability and Interpreting Results
Identifying and Correcting Causes of Resource Overallocation

After completing this module, students will be able to:

Describe resource utilization concepts.
View resource assignments, allocation, and utilization.
Manage resource availability.
Optimize and level resource assignments.

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

Working With Baselines
Entering Duration Updates
Entering Work Updates
Entering Cost Updates
Discovering Variances
Troubleshooting and Getting Back on Track

Lab : Tracking Progress

Setting and Revising a Baseline
Entering Actual Results Updates for Tasks and Resources
Controlling Projects by Finding Variance and Suggesting Corrective Action
Applying Techniques to Shorten Duration, Reduce Work, and Reduce Cost

After completing this module, students will be able to:

Work with baselines.
Enter duration updates.
Enter work updates.
Enter cost updates.
Discover variances.
Trouble shoot schedules and get back on track.

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

Selecting, Editing, and Creating Basic Reports
Configuring Print and Page Setup Options
Setting Options to Correct Printing Issues
Exporting Reporting Data
Creating and Modifying Visual Reports

Lab : Creating Reports

Applying Solutions to Various Printing Scenarios
Running Basic Reports That Summarize Data by Project, by Resource, by Task, or by Cost
Developing a New Basic Report
Exporting Data by Using a Custom Map to Merge with Data in an Existing Excel Spreadsheet
Running Visual Reports That Summarize Data by Project, by Resource, by Task, or by Cost
Developing a New Visual Report Template

After completing this module, students will be able to:

Select, edit, and create standard reports.
Configure print and page setup options.
Set options to correct printing issues.
Export project data.
Create and modify visual reports.

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

Introducing Management of Multiple Projects
Creating Master Projects
Creating Links Between Projects
Calculating Single or Multiple Critical Paths
Saving and Opening Multiple Projects
Sharing Resources and Analyzing Resource Utilization Across Multiple Projects

Lab : Managing Multiple Projects

Inserting Subprojects into a Master Project
Creating Links Across Projects and Managing Changes to Linked Tasks
Displaying the Critical Path in a Master Project
Creating and Sharing a Resource Pool
Reading and Interpreting Resource Usage Across Multiple Projects

After completing this module, students will be able to:

Introduce management of multiple projects.
Create master projects.
Create links between projects.
Calculate single or multiple critical paths.
Save and open multiple projects.
Share resources and analyze resource utilization across multiple projects.

Module 12: Getting Started with Office Project Server 2007

This module provides insight into the new features and benefits of Microsoft Office Project Server 2007 that are designed to meet enterprise project management (EPM) requirements. Additionally, it explains how to differentiate user interactions and interfaces in Microsoft Project Web Access and how to work with Office Project Server 2007 from Microsoft Office Project Professional 2007.

Lessons

Describing the Enterprise Project Management Context
Discovering Office Project Server 2007
Differentiating the Users of Office Project Server 2007
Working with Office Project Professional 2007 and Office Project Server 2007

Lab : Creating and Saving a New Project in Office Project Server 2007

Connecting to Office Project Server 2007
Creating a New Project in Office Project Server 2007
Saving a New Project in Office Project Server 2007

After completing this module, students will be able to:

Describe the enterprise project management context.
Describe Office Project Server 2007.
Identify the users of Office Project Server 2007.
Work with Office Project Professional 2007 within Office Project Server 2007.

Module 13: Initiating Projects

Effectively managing the initiating processes includes setting up a central location to store potential and approved projects. In this module, students will become familiar with the project management initiating processes. They will initiate projects in Office Project Professional 2007 and Office Project Web Access through Office Project Server 2007. Finally, this module will illustrate how they can use Office Project Web Access to centrally store and manage project documents.

Lessons

Understanding Initiating Processes
Differentiating the Initiating Processes in Project Professional 2007 and Project Web Access
Managing Initiating Processes by Using Project Web Access
Managing Documents in Office Project Web Access

Lab : Initiating Projects and Working with Document Files

Creating an Activity Plan
Building a Resource Plan
Creating a Project Workspace
Managing Documents

After completing this module, students will be able to:

Describe the project management initiation processes.
Differentiate the initiating processes between Office Project Professional 2007 and Office Project Web Access.
Create and manage proposals, activity plans, and resource plans.
Manage documents in Project Web Access 2007

Module 14: Planning Projects—Context and Framework

This module describes the project management plan and then explains how students can effectively use Office Project Web Access and Office Project Professional 2007 to connect to Office Project Server 2007 in their planning processes.

Lessons

Understanding the Project Management Plan
Differentiating the Office Project Server 2007 Client Software

After completing this module, students will be able to:

Describe the project management plan.
Compare the uses of Office Project Web Access and Office Project 2007 in the planning processes.

Module 15: Planning Projects—Scope and Schedule Management

This module explains the scope management plan and the schedule management plan and describes how students can implement these two plans with Office Project Server 2007.

Lessons

Developing Components of the Scope Management and Schedule Management Plans
Working with Deliverables

Lab : Working with Tasks, Milestones, and Deliverables

Entering WBS, Tasks, and Milestones
Creating the Project Schedule
Creating Project Deliverables
Managing Dependencies on Deliverables

After completing this module, students will be able to:

Establish the scope management and schedule management plans.
Work with deliverables.

Module 16: Planning Projects—Staffing Management

Plan This module describes the concept of a staffing management plan and how students can implement that plan by using Office Project Server 2007 for different types of organizational structures. This module also identifies the other types of resources available for project teams along with how to manage an organization's overall resource capacity in Office Project Server 2007.

Lessons

Building a Project Team
Managing Resource Availability

Lab : Managing Enterprise Resources

Building the Project Team

After completing this module, students will be able to:

Build a project team
Manage resource availability.

Module 17: Planning Projects—Resource Assignments

This module explains the new concepts and processes that are involved in the assignment cycle and shows how to resolve enterprise resource overallocations.

Lessons

Understanding the Assignment Cycle
Resolving Resource Overallocation

Lab : Working with Assignments

Assigning Resources
Self-Assigning to a Team Task
Reassigning Assignments
Leveling Overallocation with Enterprise Resources

After completing this module, students will be able to:

Describe the assignment cycle
Resolve resource overallocation

Module 18: Planning Projects—Cost, Risk, and Other Management Plans

This module begins by describing the concept and implementation of a cost management plan in Office Project Server 2007. Students will learn about the risk management plan and how Office Project Server 2007 supports their need to deal with project risk factors. Additionally, other types of management plans are explained in the context of how they are supported by Office Project Server 2007.

Lessons

Developing Components of the Cost Management Plan
Developing Components of the Risk Management Plan
Linking Planning Documents and Using the Team Discussion Feature

Lab : Planning Projects—Cost, Risks, Issues, and Other Planning Documents

Entering Costs for Resources
Customizing Risk Items
Customizing Issue Items
Uploading Project Documents to the Project Workspace

After completing this module, students will be able to:

Develop components of the cost management plan.
Develop components of the risk management plan.
Link planning documents and use the Team Discussion feature.

Module 19: Executing Projects—Processes, Resources, and Deliverables

In this module, students will learn how Office Project Server 2007 facilitates and expedites the execution of the project management plan through resource assignment, team building, and project deliverable management.

Lessons

Understanding Executing Processes
Managing Resources and Deliverables

Lab : Modifying the Project Team and Managing Deliverables

Modifying the Project Team and Managing Deliverables
Managing Deliverables

After completing this module, students will be able to:

Describe the executing processes.
Manage the executing processes by working with various resources

Module 20: Executing Projects—Managing Timesheets and Personal Settings

In this module, students will work with timesheets in the team member, resource manager, and project manager roles. They will learn how administrative time is captured. Finally, they will configure Office Project Web Access to provide personal alerts and reminders to help them keep track of project activities.

Lessons

Working with Timesheets
Reporting Administrative Time
Configuring Personal Settings

Lab : Using Timesheets and Reporting Administrative Time

Using Timesheets
Reporting Non-Project Work

After completing this module, students will be able to:

Work with timesheets.
Report administrative time.
Configure personal settings.

Module 21: Monitoring and Controlling Projects—Tracking Task and Project Progress

In this module students will track task progress and updates in Office Project 2007 and Office Project Web Access 2007. They will also use the Office Outlook 2007 integration as an alternative method to track task progress and submit updates.

Lessons

Understanding the Monitoring and Controlling Processes
Working with Task Progress and Updates in Project Web Access
Working with Task Progress by Using Office Project 2007
Tracking and Viewing Task Information by Using Outlook 2007

Lab : Tracking Task Progress

Tracking Task Progress by Using Office Project 2007
Tracking Task Progress by Using Office Project Web Access

After completing this module, students will be able to:

Describe the monitoring and controlling processes.
Work with task progress and updates by using Office Project Web Access.
Work with task progress and updates by using Office Project 2007.
Track and view task information by using Office Outlook 2007.

Module 22: Monitoring and Controlling Projects—Measuring Performance and Reporting Progress

Office Project Web Access provides features that help the project manager make informed decisions. In this module students will learn about status reports and their functions, and they will review performance metrics and progress reports.

Lessons

Understanding Status Reports
Reviewing Performance Metrics and Progress Reports

Lab : Preparing Status Reports and Analyzing Progress Reports

Preparing a Status Report
Analyzing Project Progress in Project Center Views
Analyzing Project Progress in Project Report Center

After completing this module, students will be able to:

Describe status reports and their function.
Review performance metrics and progress reports.

Module 23: Closing Projects Office

Project Server 2007 can also help with the management of closing activities and the storage and disposal of project information. In this module, students will learn about the Closing process and the support provided for it by Office Project Server 2007.

Lessons

Understanding the Closing Process
Supporting The Closing Process

Lab : Creating and Saving an Enterprise Template

Creating and Saving an Enterprise Template

After completing this module, students will be able to:

Describe the closing process.
Support the closing process with Office Project 2007.

Before attending this course, students must have:

Experience using Microsoft Office Project to create project schedules
Fundamental knowledge of project management
Experience with the Windows XP or Windows Vista operating system
Experience with Microsoft Office Excel 2003
Familiarity with the key project management concepts and terminology found in the Project Management Institute's PMBOK Guide, Third Edition

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