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Microsoft 365 Project- Introduction

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 should be able to create a basic project schedule of tasks. This is not a course designed for newcomers to computing.

Duration 1 day
Group Size Up to 5 people maximum
Prerequisite No Prerequisite
Course type Microsoft 365
Training Room Requirements Meeting Room
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.

The Project Interface and Screen

  • Working with views, tables, forms
  • Timeline View
  • Navigating


  • Set up non-working time
  • Changing the working hours
  • Edit the Standard calendar
  • Create and assign a base calendar
  • Edit resource calendars
  • Task calendars

Compiling the Task List

  • Automatic and Manual Scheduling
  • Entering/editing tasks
  • Durations
  • Creating milestones
  • Inserting recurring tasks;
  • Rearranging, inserting and deleting tasks


  • Creating Summary Tasks
  • Showing/hiding subtasks
  • Outline numbers
  • Project Summary Task

Task Dependencies

  • Linking tasks and task relationships
  • Creating delays and overlaps using lags and leads
  • Splitting tasks

Task Constraints and Deadlines

  • How Task Constraints work
  • Viewing constraints
  • Deadlines

Reviewing the Schedule

  • Displaying the critical path
  • Identifying slack time

Formatting the Gantt Chart

  • Adding gridlines
  • Formatting text and Gantt bars

Task Notes

  • Adding, editing and printing task and project notes


  • Previewing and printing the schedule
  • Adding headers and footers

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