Microsoft Project Advanced

This advanced Microsoft Project course is designed to equip participants with in-depth knowledge and hands-on skills to harness the full potential of MS Project. Moving beyond basic project management, the course introduces advanced functionalities such as custom reporting, resource pooling, and visual reporting with S-Curves. Participants will also explore how to integrate MS Project with Excel and create tailored templates for efficient project planning and management.

By the end of the program, participants will have the expertise to manage complex projects, customize project views, generate professional reports, and collaborate effectively using advanced tools and techniques.

This course is ideal for:

Project Managers responsible for planning and executing complex projects
Professionals seeking to enhance their proficiency in MS Project
Individuals who need advanced project reporting and resource management skills

Advanced Project Setup: Configure calendars, tasks, dependencies, and resources efficiently
Custom Reports: Create tailored visual and graphical reports, including S-Curves
Resource Management: Utilize shared resource pools and manage resource allocation across projects
Project Integration: Link and export data between MS Project and Excel
Custom Views and Templates: Design personalized views, templates, and fields for enhanced project tracking

By the end of this course, participants will:

Set up and manage advanced project parameters, including baselines and WBS codes
Generate and customize visual reports for professional project communication
Integrate MS Project with Excel for seamless data management and analysis
Utilize advanced templates and linked projects for efficient project workflows
Apply advanced resource-sharing techniques to optimize team productivity

Day 1: Advanced Project Setup and Reporting

Module 1: Advanced Project Setup

Setting up a project and calendar
Entering tasks, durations, and dependencies
Adding resources and performing baseline analysis

Module 2: Advanced Reporting

Understanding graphical reports and their applications
Generating custom visual reports, including S-Curves

Module 3: Resource Sharing and Management

Creating and linking shared resource pools
Assigning and managing shared resources across projects
Utilizing cost rate tables

Module 4: WBS Codes

Creating and editing custom WBS codes
Renumbering and managing WBS codes for task organization

Day 2: Templates, Integration, and Advanced Tools

Module 5: Project Templates

Creating and modifying custom project templates
Managing global templates for consistent workflows

Module 6: Linked Projects

Combining and managing multiple projects
Inserting and managing subprojects
Breaking links and managing combined project data

Module 7: Integrating with Excel

Exporting Gantt charts and table data to Excel
Linking and exporting project data for analysis in Excel

Module 8: Custom Tables, Fields, and Views

Adding and formatting custom fields and tables
Creating lookup tables and graphical indicators
Designing and implementing custom views

Module 9: Advanced Visual Reporting

Creating and customizing Excel-based visual reports
Filtering and formatting visual reports
Saving and reusing custom visual report templates

This advanced-level training provides participants with the tools and techniques to manage complex projects effectively. Through hands-on exercises and real-world applications, participants will gain confidence in creating professional reports, optimizing resource usage, and enhancing overall project efficiency.

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Participants should have:

Completed an introductory/intermediate MS Project course or possess equivalent knowledge
Familiarity with project management concepts and techniques
Experience in creating and managing project plans in MS Project