Microsoft Project Fundamentals

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Overview

Starting out in Microsoft Project or need a refresher? This online course is designed to give you a solid foundation in the fundamentals of MS Project.

In these how-to video tutorials you will learn how to use various views and tables, schedule and manage tasks, analyze and measure progress, budgets and resources, customize and share reports, and much more.

Whether you are a team member or project manager, these tutorials will help you get the most out of Microsoft Project to manage your projects more efficiently. You can earn 19 PDUs or contact hours toward your Project Management education for certification with PMI.

Videos are recorded in Microsoft 365.

If you would like to learn more about project management, try our Basics, Team Members, Business Professionals or Engineers courses. If you'd like to know everything - from beginner to advanced lessons, then Project Management for Experts is for you. And if you’re preparing for the PMP® Exam, look no further than PMP® Certification Training.

Once enrolled, our friendly support team and tutors are here to help with any course related inquiries.

Microsoft Project Fundamentals
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Summary

Skill level: Beginner
Certificate: Yes
Lessons: 44
Accredited by: CPD
Pre-requisites: None
Versions supported: Microsoft 365
Video duration: 3h 47m
Estimated study time: 19h for all materials

Office app

Microsoft Office application

Accreditations and approvals

CPD - The CPD Certification Service. PMI - Project Management Institute


Syllabus

1

An Introduction to Project Management

Recognize when to use project management.

Video time: 03m 26s

2

Your Role as a Project Manager

Your role as a project manager is to deliver a project. Your communications, influence, and careful use of authority all play a major factor in the support you receive to complete the project.

Video time: 02m 43s

3

Project Negotiations

Project managers frequently find themselves with the challenge of adding new scope to a project with an already tight timeline. Typically, the job of the project manager is to work with their team to determine what this new scope will mean and how it will affect the project.

Video time: 03m 41s

4

About Microsoft Project

With Microsoft Project, you can build and track project schedules.

Video time: 04m 17s

1

Run Microsoft Project for the First Time

Recognize best practices when running MS Project for the first time.

Video time: 05m 49s

2

About the Microsoft Project User Interface

The Microsoft Project user interface is made of seven areas. Each of these areas help you perform a particular action.

Video time: 03m 28s

3

About the Ribbon

The ribbon area takes up the top portion of the Microsoft Project user interface. Here, you will find icons, tabs, and access to the backstage.

Video time: 06m 02s

4

Using the Ribbon

The ribbon contains all the actions (icons) you may need to perform within Microsoft Project.

Video time: 05m 32s

5

Using the Backstage

The backstage is a full-screen area that allows you to open, save, share, and print your project.

Video time: 05m 48s

6

Using Views and Tables

Access views and tables via the view tab and selecting icons located in the task views and resource views sections.

Video time: 05m 59s

1

Constraint Based Scheduling

The scheduling engine calculates dates for you based on constraints you place on tasks and resources.

Video time: 06m 09s

2

Critical Path and User-controlled Scheduling

Microsoft Project calculates the critical path by way of looking at how all tasks connect with their predecessor/successor relationships. User-controlled scheduling can effectively break the ability to identify the critical path because durations, start dates, and finish dates are not required when using this feature.

Video time: 04m 21s

3

Configure Project Options

Microsoft Project offers many options for you to configure the user interface, scheduling engine, and task tracking for your project. Most of these options are located in the backstage using the Options menu item.

Video time: 05m 54s

1

Create a New Project

Before you create a new project, make sure you have all the project options configured as you want them. Unless you have a unique reason to do otherwise, it is a good practice to start with a blank project.

Video time: 06m 03s

2

Configure a Project Calendar

Learn the differences between the Microsoft Project calendars and when to use them. As a general rule, you should use the standard calendar.

Video time: 06m 12s

1

Add Tasks to the Project

Learn best practices for adding tasks to a project.

Video time: 04m 41s

2

Add Durations to Each Task

Learn to standardize the type of duration you add to tasks in days or weeks for ease of use. 

Video time: 05m 19s

3

Add Predecessors to Each Task

To link tasks together, the best approach is to insert the predecessor column into the Gantt chart entry table, then link tasks from the top of the project to the bottom.

Video time: 05m 55s

4

Create the Critical Path

Utilize the network diagram to see how all the tasks link together and create a critical path.

Video time: 05m 55s

5

Add Resources to the Project

When you add resources to a project, you do so by using the resource sheet view. In this view, you can add named, generic, material, and many other types of resources.

Video time: 05m 34s

6

Create Resource Assignments

Learn to add resources to a task and identify how much time each resource will require for that task.

Video time: 06m 05s

7

Build a Work Breakdown Structure

Once you define the tasks and resource needs for your project, you should create a work breakdown structure -- or WBS. The WBS will make it easier for you to know when one set of activities finish and another begins.

Video time: 06m 09s

8

Add Costs to the Project

The best approach to adding these costs is to create cost type resources and assign them to tasks. Once you have a task that represents the cost for the project, you can assign the appropriate cost resources to the task and then enter the amount.

Video time: 06m 04s

9

Add Milestones to the Project

You add milestones to a project so you can track the completion of certain groups of tasks. Milestones are not required in a project but you will likely find them helpful when building reports or sharing the project with others.

Video time: 05m 31s

10

Add Lag and Review the Critical Path

When you are updating tasks in a project, you might want to make some light adjustments. You can use the free slack field to see how much time you have before the task becomes critical.

Video time: 06m 03s

11

Adjust Resource Allocations

Resource allocations display as a red person icon in the indicators column. This column displays in most Gantt chart views. In nearly any task-level view, you can insert the indicators column if you need to.

Video time: 05m 02s

1

Create a Baseline

Baselines store certain pieces of information related to your project so you can compare your original plan to the current plan.

Video time: 05m 33s

2

Task Status Updates

Updating task status is an important process a project manager should follow. You will get updates from your team and update the project progress.

Video time: 05m 30s

3

Resource Assignment Status Updates

When you update resource assignments, you are updating the time a person requires for the task or updating the costs for a task.

Video time: 04m 26s

1

Create Custom Views and Tables

Views represent how the current window looks in Microsoft Project. The table defines the column of information you want to see.

Video time: 06m 04s

2

Create Custom Fields

Microsoft Project provides many of the fields you need, but if you require your own, you can create them. You can even create formulas and graphical indicators.

Video time: 05m 30s

3

Create Graphical Indicators

When you create a custom field, you can further enhance it to use graphical indicators. These indicators allow you to display things like red, yellow, and green flags.

Video time: 06m 11s

1

Working with the Timeline

The timeline provides a graphical visualization of your project. The timeline is excellent for reviewing the project’s implementation plan from within PowerPoint or in emails.

Video time: 06m 03s

2

Multiple Timelines in Project 2016, 2019 and Online

New to project 2016-2019 and Project Online is the ability to add multiple timelines to a single timeline view. Timelines are excellent for reviewing the project’s implementation plan from within PowerPoint or in emails.

Video time: 02m 08s

3

Working with the Reporting Module

The reporting module contains most of the capabilities you can use in Microsoft Excel.

Video time: 05m 45s

4

About Agile Projects

Learn how to manage you project using agile techniques.

Video time: 01m 16s

5

Using the Task Board

The task board allows you to manage projects using an agile approach, where you drag-and-drop tasks from one column to another. The columns allow you to set a status for a task, like defining what tasks are next up, in progress, done, and more.

Video time: 06m 05s

6

Using Sprints

Using Project Online Desktop, you can define the sprints, add tasks to those sprints, and then use a board view to define the completion of the work.

Video time: 05m 58s

7

Using Boards and the Gantt Chart

Learn how tasks and boards are related, and how tasks appear on various kinds of boards including the Gantt Chart.

Video time: 03m 45s

8

Sharing Boards

Learn three ways to share the information in your project outside of Microsoft Project.

Video time: 03m 39s

1

Tips and Tricks for Copying Views

When you create custom tables, reports, views, filters, and other custom items, you can copy these from one project to another. You can do this using the organizer.

Video time: 04m 40s

2

Tips and Tricks for Replacing Resources

When you have resources on a project, you may need to replace them at some point in time. Learn best practices to replace a resource.

Video time: 05m 06s

3

Tips and Tricks for Printing

You can print nearly anything in Microsoft Project, but you cannot print multiple items displayed on the screen.

Video time: 06m 10s

1

Conclusion

An overview of key takeways from previous lessons in the course.

Video time: 05m 35s

Download syllabus