An Introduction to Microsoft Project

 

This course introduces you to the classic Windows tool for project management - Microsoft Project. If you want to manage timelines, resources and share information about projects, this is the tool for you.

In order to help us present this course, we supply in addition to our workbook,  a copy of the book 'Step by Step Microsoft Office Project (2000 or 2003) by Carl Chatfield and Timothy Johnson'. We provide the book with the course and draw most heavily on it. Much of the text and exercises below are taken from this book.

What's Project?

Project is a computer application - software - made by (published by) Microsoft, one of the largest software publishing houses in the world. Microsoft are based in Seattle, Washington State, USA.

What can you do with Project?

Project is a software tool used to answer question such as:

  • What tasks must be done to produce the deliverable - what needs to be produced as a result of all the hard work by you and your team?

  • Who will complete these tasks?

  • What is the best way to communicate project details to people who have an interest in the project?

  • When should each task be performed?

  • How much will it cost?

  • What happens if some tasks are not completed as schedules?

Note that good project management does not guarantee the success of every project, but poor project management usually guarantees failure.

Project is a very sophisticated application indeed. Since it is so complex, we will not be able to cover all aspects of it in this 'introductory' course, but after you complete the course, you will be certainly be able to manage some modest size projects.

A quick look

As a first step, we thought that you might like to see Project in action. We have made some short sample movies (with commentary) which will play on your computer screen and show Project at work. You do not have to do anything while the movie plays; just watch the screen. There is no need to move or operate your mouse while the movie plays.

To hear the sound which accompanies the movie, make sure that you have your speakers connected and turned on.

Click here to play a movie (4Mb) from the course which shows how one of our students used the software to set up a project.

Click here to play a movie (1.8Mb) from the course which shows how we set Project Properties using MS Project.

Click here to play another movie from the course. It shows how we can include a link to a web site within a Project file. This tight link between a web site and a Project file helps manage a project more efficiently.

Sample some of our written material.

Here's a link to part on one of the early modules in the course. It deals with the creation of a project charter.

Our aim

In this course we want take you on a journey through the process of managing a project with this software. We will concentrate on the 'big picture' - the overall project management process from beginning to end - rather than examine in detail of each and every step along the way.

Cost of courses

We offer two different pricing models covering the same material:

1. Online learning via broadband - fast Internet connection required.

The most popular option is to take a course by online learning at http://www.softwaretutor.net. The cost of this course is $AUD320.00 for many hours of high quality training. These broadband learning courses feature rapid enrolment, multi media materials, online forums, multi choice reviews, questionnaires, submission of assignments etc. This is an enhanced learning experience at an affordable price. You will be supported via a messaging system within the course and often get real time answers to questions.

Please note that this course costs a little more than our standard charge for an online course, because it includes a book - 'Step by Step Microsoft Office Project (2000 or 2003)' by Carl Chatfield and Timothy Johnson'.

Click here to visit our broadband online learning site (www.softwaretutor.net), scroll down the page to the Microsoft Office group and click on the blue information button alongside the course 'An Introduction to Project' to sample a course.

2. Group or one-on-one courses (Adelaide or Canberra - in our offices or yours).
Each course takes one day and costs $AUD750.00 [for one or to a maximum of three students].

As part of our continuing drive to reduce our carbon emissions by using digital delivery, each participant in our group or one-on-one courses is automatically enrolled at no extra cost in the broadband learning version of this course. This would normally cost an additional $250.00 per student. In this way, students get a double benefit - personal tuition and the ability to access any of the written instructional materials online, replay any of the demonstration movies, download sample files, log questions, take quizzes and submit assignments for review.

Again, as part of our continuing drive to reduce our carbon emissions, because you have access to the broadband learning site at no extra cost, you can view the online workbook at any time. This enables us to avoid printing a hard copy of the manual and lets you always view an up-to-date copy.

We usually work group or one-on-one, but can take up to 3 students in our training room.  Please note that we only run groups if all students come from the same organization.

Payment by invoice

We will enrol you and provide an invoice on receipt of a purchase order. We encourage direct deposit to our bank account as the preferred method of payment.

Credit card payment

We use PayPal, an organization which takes all credit cards using a secure Internet facility. PayPal is a partner within the eBay system. We have chosen PayPal because it is independent of us, allows us to hold money in trust until we have delivered the course and is now operational in Australia. We will provide a tax invoice on receipt of payment.

About our courses & methodology

Experience over many years has taught us that adults learn best by progressing through a course of study at their own pace and at times that suit them. Wherever possible, they like to learn by working on their own materials, rather than work through long practice exercises. Our courses are specifically designed so that this can occur- we introduce a topic, provide a movie which shows you how to do it and then give detailed step-by-step instructions for you to follow.

Locations

Courses may be taken in your offices (all we need is access to a small meeting room), at Thebarton in Adelaide, South Australia, in Canberra in your offices. If a course is taken 'in-house' at Thebarton, it normally runs for a whole day with a break for lunch. Starting time is 9.15 am and finish time around 4.15 - 4.30 pm.

Course duration:

When taken in-house, An Introduction to Project normally runs over a full day session.

When taken externally, experience has shown us that students take significantly longer to complete the course, primarily because they are able to break up their learning into small 'chunks' as time permits. Project is a large program - please allow plenty of time to work through our materials. We would estimate that you have 40-50 hours of work in front of you!

Running the course

The course consists of a series of linked modules which should initially be taken in sequence. There is of course, the opportunity to revisit modules in any sequence at a later stage. Start by clicking on the title of the first module (called 'Getting Started with Project'). Clicking with the left button of the mouse while the pointer shows a hand, takes you to a new page (which can be a long section [module] or a simple page). Modules can at times be quite long, especially when complex concepts need to be explained, or as simple as a one-page note.

Module

Description

Stage 1: Project definition

Getting Started with Project (Based on Chapter 1 Chatfield & Johnson)

Understanding the family of Office Project 2003 products, starting Project Standard, identify major parts of the Project Window. Create a new project using a template. A template for building a residential house. Examining various templates, both local and online. Switching from one project to another via Window. Using views to work with project plan details in different ways, use reports to print project plan details. Create a project plan and enter a project's start date, set the working and non working time for a project, enter a project plan's properties.

Preliminaries

Some steps to take before beginning serious work with Project.

Simple Tasks (Chapter 2)

Creating a task list. Entering task information. Estimating and entering how long each task should last. Creating a milestone to track an important event. Organizing tasks into phases. Create task relationships by linking tasks. Recording task details in notes and inserting hyperlinks to World Wide Web content in a project. Checking a project plan's overall duration.

Simple Resources (Chapter 3)

Setting up resources.  Here we set up basic resource information for the people who will work on the project. Set up basic information for the equipment that will be used. Enter basic resource information on the materials that will be consumed as the project progresses. Set up cost information for resources.

Simple Assignments (Chapter 4)

Assigning resources to tasks. Controlling how Project schedules additional resource assignments, assigning material resources to tasks.

Formatting & Printing
 
(Chapter 5)

Customizing a view of a project by running a Gantt Chart wizard , adding extra information to a Gantt chart. Adding notes to and drawing on a Gantt Chart.

Develop your own project

Developing a project definition of your own. Some case studies: A project for Greening Australia - re-vegetation.

Stage 2: Project tracking and fine tuning

Tracking Progress on Tasks
(Chapter 6)

Saving current values in a schedule as a baseline. Recording progress on tasks through a specific date, recording a task's percentage of completion, entering actual start, finish, work and duration values for tasks.

Fine Tuning Task Details
(Chapter 7)

Adjusting task links to have more control over how tasks are related, applying a constraint to a task, identifying the tasks on the critical path, viewing the critical path, split a task to record an interruption to work, create a task calendar and apply it to tasks, change a task type to control how Project schedules tasks, record deadlines for tasks, enter a fixed cost and specify how it should accrue, set up recurring tasks in the project schedule.

Fine Tuning Resource & Assignment Details

Set up different pay rates for resources, set up pay rates that change over time for a resource, set resource availability to change over time, delay the start of a resource assignment, control how a resource's work on a task is is scheduled over time by using work contours, apply different cost rates for a resource assigned to different kinds of tasks, enter variable consumption rates for material resources.

Fine tuning the Project Plan

Examining how resources are scheduled to work over the duration of a project. Edit a resource assignment to resolve a resource allocation, resolve resource allocations automatically, see detailed and overall project costs, see tasks on the critical path that determine a project's finish date.

Organizing & Formatting Project Details

Sort task and resource data, display task and resource data in groups, filter or highlight task and resource data, create a custom table, create a custom view.

Printing Project Information

Change page setup options for views and reports, print a view, print a report.

Publishing Project Information On Line

Take a snapshot of a Gantt Chart as a GIF image, publish Project information in HTML format, control how Project information is saved in HTML format.

Sharing Project Information with Other Users

Copy and paste data to and from Project, generate a new Office document that contains essential project details and an illustration, use Project to open a file produced in another program, save Project data to other file formats using import/export maps.

Tracking Progress on Tasks and assignments

Update a previously saved baseline plan, record actual work for tasks and assignments, record daily actual work values, interrupt work on a task and specify the date on which the task should start again.

Viewing and Reporting Project Status

Determine which tasks were started or completed late, view task costs at summary and details levels, examine resource costs and variance, use custom fields to create a stoplight view that illustrates each task's cost variance.

Getting a Project Back on Track

Assign additional resources to tasks to reduce task durations, edit work values for resource assignments and replace resources assigned to tasks, assign overtime work to assignments and change task relationships to compress the overall project duration.

Advanced Formatting

Format the Gantt Chart view, format the network diagram view, format the Calendar view.

Customizing Project

Copy a  customized element such as a table from one project plan to another one suing the Organizer, record and playback a simple macro, edit a macro in the Visual Basic Editor, create a custom toolbar.

Measuring Performance with Earned Value

Set a status date and see earned value indicators for schedule performance, see earned value cost performance indicators.

Consolidating Projects and Resources

Create a resource pool to share resources across multiple projects, look at resource allocation across multiple projects, change resource assignments in a sharer plan and see the effects in the resource pool, change a resource's working time in the resource pool and see the effects in the sharer plan, make a specific data nonworking time in the resource pool and see the effects in the sharer plan, create a project plan and make it a sharer plan for the resource pool, manually update the resource pool from a sharer plan, insert project plans to create a consolidated project, link tasks between two project plans.

Planning Work with Project Server

Understanding the components of a Project Server-based enterprise project management solution, create a new project plan based on an enterprise template, assign work resources from an enterprise resource pool based on criteria such as location and availability, publish a plan to Project server after developing it in Project professional.

Tracking Work with Project Server

See how resources report their progress on assignments and non working time through the timesheet in Project Web Access, see how resources report their progress from the Outlook calendar to Project Server via the Outlook in integration add-on, see how project managers approve task changes (such as casual work) from resources in Project Web Access and update project plans in Project Professional, see how executives and other stakeholders can see project status at a glance and drill into the details that most interest them in Project Web Status.

Managing Risks, Issues and Documents with Project Server

Create a risk in Project Web Access and associate it with a project, create an issue, associate it with a project and assign it to someone for resolution, create a document library for a project and upload a document.

Revision

Project is certainly sophisticated software. We have covered a lot of ground. Some revision of the material is perhaps warranted.

When you have finished this course

Please remember to build on your knowledge of Project after you complete this course. We strongly recommend that Project be used quite intensively after these early stages of learning. You will lose a lot if you let new-found skills ‘wither on the vine’. Practice is the key to learning sophisticated software. The key to success is to complete your first real project as soon as possible.