Microsoft Project Fundamentals

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.

Microsoft Project Fundamentals

Course Description

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 Project 2013 for PC. 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 ... Read More »

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 Project 2013 for PC.

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.

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Certificate Info:

Type of Certification

A Certificate of Training is awarded for completing all lessons within the course. An Accredited Certificate of Achievement is awarded if the learner passes the skills test at the end of the course. The skills test can be taken as many times as needed. The Certificate of Achievement will reflect the highest score achieved.

Format of Certification

Digital and Print

Professional Association/Affiliation

GoSkills is a member of the Continuing Professional Development Certification Service (CPD UK). GoSkills courses have been accredited by the CPD UK, which means that they meet the industry-wide guidelines for continuing professional development.

Method of Obtaining Certification

Once the learner has earned the certificate they can be downloaded from their GoSkills dashboard.  The certificates are in a pdf format, so they can be printed or emailed.  The certificate can also be added to LinkedIn if the learner has an account.

Additional Details

Upon successful completion of a course, the learner will earn Continuing Education Units (CEUs)
About Instructor:

Bill Raymond - Microsoft Project MVP


Bill Raymond is an author, public speaker, trainer, and consultant. While working in the product development, portfolio and project management markets, his personal objective is to help companies and individuals strategically plan and deliver business growth.

Bill is the proud recipient of the prestigious Microsoft Most Valuable Professional award in MS Project for the past 13 years. The Microsoft MVP Award recognizes exceptional technical community leaders from around the world who voluntarily share their high quality, real world expertise with others. In Microsoft's words, "MVPs are a highly select group of experts representing technology's best and brightest who share a deep commitment to community and a willingness to help others."

Bill has also been honored with speaking awards from organizations such as MPUG and NASA.

Bill has written five books and counting on Microsoft Project, project management, and portfolio management.


Course Outline

Recognize when to use project management.
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.
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.
With Microsoft Project, you can build and track project schedules.
Recognize best practices when running MS Project for the first time.
The Microsoft Project user interface is made of seven areas. Each of these areas help you perform a particular action.
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.
The ribbon contains all the actions (icons) you may need to perform within Microsoft Project.
The backstage is a full-screen area that allows you to open, save, share, and print your project.
Access views and tables via the view tab and selecting icons located in the task views and resource views sections.
The scheduling engine calculates dates for you based on constraints you place on tasks and resources.
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.
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.
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.
Learn the differences between the Microsoft Project calendars and when to use them. As a general rule, you should use the standard calendar.
Learn best practices for adding tasks to a project.
Learn to standardize the type of duration you add to tasks in days or weeks for ease of use.
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.
Utilize the network diagram to see how all the tasks link together and create a critical path.
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.
Learn to add resources to a task and identify how much time each resource will require for that task.
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.
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.
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.
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.
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.
Baselines store certain pieces of information related to your project so you can compare your original plan to the current plan.
Updating task status is an important process a project manager should follow. You will get updates from your team and update the project progress.
When you update resource assignments, you are updating the time a person requires for the task or updating the costs for a task.
Views represent how the current window looks in Microsoft Project. The table defines the column of information you want to see.
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.
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.
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.
The reporting module is new for Microsoft Project 2013 and contains most of the capabilities you can use in Microsoft Excel.
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.
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.
You can print nearly anything in Microsoft Project, but you cannot print multiple items displayed on the screen.
An overview of key takeways from previous lessons in the course.

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