Microsoft Project - Level 1 Course

Course Details:

Length: 1 day

Price: $275/person (USD)

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Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included?: Yes

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.


Course Overview

Learn the basic features of Microsoft Project and get more done quickly. Learn about: Project Plans; Task Lists; Setting Up/Assigning Resources; Formatting & Sharing Your Project Plan; Tracking Progress; Fine Tuning Task Scheduling & Details. View a MS Project course outline with detailed course lessons below.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Course Notes

Versions That Can Attend: Office 2021, 365, 2019, 2016, & 2013 (Microsoft Windows PC)
Course Taught With: Office version 2019/365 (Microsoft Windows PC) Software and Excel 2021/365 Courseware
Not Appropriate For: Macintosh versions of Office

Knowledge Prerequisites

• To ensure your success in this course, you should have end-user skills with any current version of Windows, including being able to start programs, switch between programs, locate saved files, close programs, and use a browser to access websites. You can obtain this level of skills and knowledge by taking the Windows for End Users Course.

Suggested Follow-Ons

Project - Level 2

Course Topics

Part 1: Getting Started with Microsoft Project

Chapter 1: Project, Project Management, and You
Meet the Project program
Meet the Project family
Users of Project Standard and Project Professional
See the new features in Project Online desktop client
Review Futures in earlier versions
What was new in Project 2019
What was new in Project 2016
What was new in Project 2013
What was new in Project 2010
Take a project manager's perspective
Let's get started!

Chapter 2: Take a Guided Tour
Explore the Project user interface
Manage files and set options in the Backstage view
Sidebar: Templates: Avoid reinventing the wheel
Work with schedule details in views
Use reports to check a plan’s status
Skills review
Practice tasks


Part 2: Simple Scheduling Basics

Chapter 3: Start a New Plan
Create a new plan and set its start date
Set nonworking days in the project calendar
Enter the plan title and other properties
Sidebar: Project management focus: Project is part of a larger picture
Skills review
Practice tasks

Chapter 4: Build a Task List
Create tasks
Sidebar: Project management focus: Defining the right tasks for the deliverable
Switch task scheduling from manual to automatic
Enter task durations and estimates
Sidebar: Project management focus: How do you come up with accurate task durations?
Enter milestone tasks
Create summary tasks to outline the plan
Sidebar: Project management focus: Top-down and bottom-up planning
Link tasks to create dependencies
Check a plan’s duration and finish date
Document task information
Skills review
Practice tasks

Chapter 5: Set up Resources
Set up work resources
Sidebar: Equipment resource considerations
Enter the maximum capacity for work resources
Enter work resource pay rates
Sidebar: Project management focus: Getting resource cost information
Adjust working time in a resource calendar
Set up cost resources
Document resources by using notes
Skills review
Practice tasks

Chapter 6: Assign Resources to Tasks
Assign work resources to tasks
Control work when adding or removing resource assignments
Sidebar: Project management focus: When should effort-driven scheduling apply?
Assign cost resources to tasks
Check the plan after assigning resources
Skills review
Practice tasks

Chapter 7: Format and Share Your Plan
Customize a Gantt chart view
Sidebar: Drawing on a Gantt chart
Add tasks to a Timeline view
Sidebar: Panning and zooming a Gantt chart view from a Timeline view
Customize reports
Copy views and reports
Print views and reports
Skills review
Practice tasks

Chapter 8: Track Progress: Basic Techniques
Understand progress tracking
Save a baseline of your plan
Track a plan as scheduled
Enter a task’s completion percentage
Enter actual values for tasks
Sidebar: Project management focus: Is the project on track?
Skills review
Practice tasks


Part 4: In-depth and special subjects

Chapter 16: Format and Print Views: In-depth Techniques
Format a Gantt chart view
Format a Timeline view
Format a Network Diagram view
Format a Calendar view
Print and export views
Skills review
Practice tasks

Chapter 17: Format Reports: In-Depth Techniques
Create a custom report
Sidebar: How reports compare to views
Customize charts in a report
Customize tables in a report
Skills review
Practice tasks

Chapter 18: Customize Project
Share custom elements between plans
Record and run macros
Edit macros
Customize the ribbon and Quick Access Toolbar
Skills review
Practice tasks

Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Is the Microsoft Project Interface Layout?

The Microsoft Project interface layout provides an intuitive and organized workspace for managing projects. The user interface is divided into 4 main sections - a Ribbon containing tabs of commands, the Timeline view, the Gantt Chart view, and the Task Details pane. The Ribbon contains all the tasks that can be used to create and manage projects, such as creating a new project, adding tasks and resources, setting up dependencies between tasks, assigning work to team members, and tracking progress. The Timeline view provides a graphical representation of the project timeline, with tasks presented in chronological order. The Gantt Chart view shows a graphical representation of the project plan with task start dates and duration bars. Finally, the Task Details pane gives users access to detailed information about each task, such as the name, duration, start date, and resources assigned. By using this intuitive interface layout, project managers can easily track their projects and make changes as needed.

This comprehensive view of the project plan enables project managers to be proactive in monitoring progress and making timely adjustments to ensure successful project outcomes. The Microsoft Project interface also provides powerful tools that enable users to optimize their resources, track project costs and analyze data. With the help of these features, project managers can ensure efficient utilization of their teams’ time and cost-effectively manage their projects. By using the Microsoft Project interface, project managers have the power to effectively plan for and track the progress of their projects.

What Is a Microsoft Project Plan?

A Microsoft Project plan is a powerful tool for project management, resulting in successful outcomes. It allows users to plan the different stages of a project from start to finish, assign tasks and resources to team members, and track progress over time. By using this program, teams can manage their projects more efficiently, optimizing results while reducing costs.

Microsoft Project Plans offer a range of features that help teams to organize and monitor their projects, enabling them to stay on track and deliver successful results. These features include project scheduling and tracking, task management, resource assignment and tracking, timeline creation, reporting, and analytics. Microsoft Project plans also provide sophisticated data visualization tools that allow users to analyze their data in meaningful ways and quickly identify trends.

With the ability to easily track progress, assign tasks and resources, create timelines, and analyze data all in one place, Microsoft Project plans help project teams stay organized and ensure the successful completion of projects. By using this powerful tool, teams can be more productive and efficient in managing their projects, resulting in better outcomes for the organization.

What Is a Microsoft Project Task List?

A Microsoft Project task list is a comprehensive list of tasks required to complete a project. It is used to break down a large project into smaller, more manageable parts and helps to organize the various steps needed for completion. The task list typically includes details such as the assignee’s name, start/end dates, duration estimates, predecessors, and any other relevant information. It is essential in helping to organize a project and ensure that all tasks are completed on time. By using Microsoft Project's task list feature, you can easily keep track of the progress of a project, identify potential issues before they become an issue, and make any necessary adjustments. With the help of your task list, you can ensure that your project runs smoothly and meets your goals.

What Are Microsoft Project Resources?

Microsoft Project resources are a set of tools and features that provide project managers with the ability to track, manage and report on projects in an organized and efficient manner. These resources give project managers the power to assign tasks, plan activities, measure progress, analyze data, and manage budgets. By taking advantage of Microsoft Project’s built-in features and capabilities, project managers can maximize the success and efficiency of their projects. Microsoft Project resources are a cornerstone for effective project management, helping to manage all aspects of a project from planning to implementation. They enable project managers to keep track of budgets, milestones, timelines, and other important details while ensuring that all tasks remain on schedule and within budget. Additionally, these resources provide project managers with the ability to monitor progress, analyze performance data, and forecast outcomes. Microsoft Project’s intuitive interface makes it easy to use and navigate, making it an invaluable asset for any project manager. With its wide range of features and capabilities, Microsoft Project resources are essential for successful and efficient project management.

What Is Microsoft Project Resource Assignment to Tasks?

Microsoft Project resource assignment to tasks is the process of allocating resources to specific tasks within a project plan. This can be done on an individual basis or by assigning different roles to groups of individuals, such as contractors and experts. An effective resource allocation ensures that everyone involved in the project knows their role and contributes to the success of the project. It also helps in controlling costs and ensuring that tasks are completed on time. Resource assignment can be done manually, using the project management software, or through third-party services. Once allocated, resources can be monitored and tracked to ensure they remain available throughout the project duration. A successful resource assignment is an essential part of any successful project plan and should be regularly reviewed and updated to ensure it is as effective as possible.

Understanding the needs of your project and accurately assigning resources will help you complete tasks on time, control costs, and meet expectations. It is important to consider the skills, capabilities, and availability of resources when planning a project so that the right people are assigned to each task. Proper resource assignment additionally helps to ensure that tasks are completed efficiently and without any unnecessary delays. To maximize the effectiveness of resource assignments, it is important to regularly monitor resource utilization and take into account any changes in availability or skill levels during the project. By doing so, you can make sure that resources are used effectively and that your project remains on track.

What Is Microsoft Project Plan Formatting and Sharing?

Microsoft Project plan helps you get organized and plan projects efficiently. It features a flexible formatting system that allows users to customize their plans according to their needs. The template library includes templates for project management, tracking progress, presenting data visually, and even handling resource conflicts. Once a user has created and saved a project plan, they can then share it with designated viewers, allowing for collaboration and easy editing. Team members can then access the plan from any device and easily make updates in real-time. Microsoft Project plan also features cloud-based storage capabilities, which enable users to securely store and share project plans with other team members. With these features, teams can work together efficiently and ensure that everyone is informed about the latest project updates. Microsoft Project plan makes it easy for teams to collaborate, remain on track and stay organized throughout any project.

What Is Microsoft Project Progress Tracking?

Microsoft Project progress tracking is a feature of Microsoft Project that provides the capability to visualize, monitor, and measure project progress. It enables project managers to effectively track and report on multiple projects in one place. The tracking feature allows users to compare actual versus planned performance metrics for each task or milestone associated with a project, so they can make informed decisions about the project. Through the tracking feature, project managers can quickly identify potential issues and take corrective action if needed. Additionally, the tracking feature allows users to visualize the progress of each task on a timeline or Gantt chart, making it easier to understand how far along a project is and where any potential delays may be occurring. Ultimately, Microsoft Project's progress tracking feature enables project managers to make proactive decisions that drive successful project outcomes.

By leveraging the progress tracking feature, project managers can easily compare their progress against the original plan, identify any delays or issues, and take action to ensure their projects are on track for success. With Microsoft Project's tracking feature, users can also monitor task dependencies, identify potential risks and take preventive measures to prevent any problems from occurring. Finally, Microsoft Project's reporting capabilities make it easy for project managers to easily present their progress in a visually appealing manner that allows stakeholders to understand the current status of the project quickly and accurately. This enables them to make informed decisions about how best to move forward with the project.

What Are Microsoft Project Format and Print Views?

Microsoft Project offers a variety of format and print views that allow you to customize how your project is presented. The four main types of Format and Print views are Gantt Chart, Calendar, Network Diagram, and Task Usage. Each view serves a different purpose, providing users with the appropriate information for their particular needs.

The Gantt Chart view is the most commonly used and provides a graphical representation of task duration, allowing users to easily monitor progress. The Calendar view provides an even more detailed view of tasks in terms of how they interact with each other as well as their deadlines. The Network Diagram view displays task dependencies and connections between tasks, while the Task Usage view provides a better understanding of resource allocation within the project.

Ultimately, these views allow for greater control over your project and help you quickly understand where tasks are at in the timeline. Utilizing these format and print views to their full potential will give you a clearer picture of how each task fits into your overall plan, allowing for more effective management and execution.

Additionally, Project's format and print views also allow for customizing the look of your project plan. You're able to control the font size, text alignment, color scheme, gridlines, and more to create a presentation that best suits your needs. For example, if you need a highly-detailed view with several dates and fields, you can adjust the view to show everything in an organized manner. Conversely, if you need a simpler view with a few basic details, you can customize the look of your project to present only what's necessary.

Format and print views are some of the most powerful features within Microsoft Project and can help project managers successfully deliver their projects. With the ability to customize views and understand the timeline of tasks, project managers can plan and execute their projects more effectively.

What Is Microsoft Project Report Formatting?

Microsoft Project report formatting is the process of creating a presentation-ready version of project results. This involves taking data generated by Microsoft Project and translating it into a format that is visually appealing and easy to read, with all important information presented. The goal of project report formatting is to provide an accurate summary of the project's progress, budget, timeline, deliverables, risks, and more. It should be an accessible document that stakeholders can easily understand, which allows them to make informed decisions about the project's future direction. By using Microsoft Project report formatting techniques, teams can share information in a way that is comprehensive yet concise. This ensures that stakeholders have all of the essential data they need to make informed decisions about the project's progress and future.

What Are Microsoft Project Customization Options?

Microsoft Project customization options give users the freedom to tailor their project management experience and adapt it to their own unique needs. With options to customize views, filters, and reports, users can gain invaluable insights into their projects quickly and efficiently. The following are some of the many Microsoft Project customization options available:

  1. 1. Custom Formats – Change the layout of elements in any view or table to organize project information more clearly.
  2. 2. Filters – Create and save custom filters to quickly find specific tasks, resources, or assignments while hiding irrelevant data and streamlining your view.
  3. 3. Groups – Group related tasks together and customize the structure of your project hierarchy with custom groups.
  4. 4. Custom Fields – Create custom fields to track project data that is unique to your organization and use it in calculations or reports.
  5. 5. Visual Reports – Use the visual report feature to create easy-to-understand graphical representations of project information, such as timelines, cost trends, and resource allocations.
  6. 6. Macros – Automate processes and reduce the amount of time spent on mundane activities with macros.

By taking advantage of Microsoft Project customization options, users can create an efficient and powerful project management experience that is tailored to their specific needs. With these options, users can quickly get the information they need to make informed decisions.


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