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Microsoft 365 Project – Intermediate

Microsoft Project is a powerful Project Management tool which can be used to develop a plan, create tasks, assign resources, manage budgets and analyse workloads so that you stay organised and focussed. It can be used in a variety of industries including construction, manufacturing, local government, retail, financial services and healthcare.
At the end of the course, delegates will be able to assign and manage resources, add actuals and monitor the project schedule.

Duration 1 day
Group Size Up to 5 people maximum
Prerequisite No prerequisite
Course type Microsoft 365
Training Room Requirements Meeting Room
TV/Projector
PC/Laptop with Flow per user
Remote Training Requirements Sessions will be hosted using either Webex or Microsoft Teams sessions
Attendees must have access to a PC/ Laptop that can access Webex or Microsoft Teams
Note This course should take place before a cutover

Course Content

The following gives a brief overview of the course content. This is only a suggestion and may be tailored to better suit the delegates’ requirements.

Recap on Setting up a Task Schedule

  • Setting a start date
  • Creating a work breakdown structure
  • Linking tasks and changing relationships
  • Lags and leads
  • Date constraints

Resources

  • Resource types
  • Setting up the resource pool

Working with Resources

  • Assigning resources
  • Understanding resource information
  • Managing over allocations

Project Costs

  • Entering Resource and Fixed costs into the schedule
  • Viewing costs

Monitoring the Project

  • Setting a baseline
  • Inputting actuals
  • Tracking and updating the project schedule

The Reports

  • Viewing and printing the built-in reports
  • Customising the reports

Filters and Grouping

  • Using Autofilter
  • Using built-in filters
  • Grouping tasks

Working with Multiple Projects

  • Combining project files
  • Linking tasks across projects
  • Working with shared resource pools
  • Managing over allocations of work across files

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