Microsoft Project Step by Step: Planning for Successful Project Management

Learn how to get more done quickly with Microsoft Project, the popular scheduling and project management software that integrates with Microsoft 365.

Introduction

• Introduction

1. Lesson 1: Learn about Project and Project Management

• Learning objectives
• Describe the benefits of scheduling
• List and differentiate the items in the Project family
• Learn about the new features
• Define project management

2. Lesson 2: Become Familiar with the Interface and Plan Overview Features

• Learning objectives
• Explore the Project user interface
• Manage files and set options in the Backstage view
• Work with schedule details in views
• Use reports to check a plan’s status

3. Lesson 3: Define the Steps in Plan Creation

• Learning objectives
• Create a new plan and set its start date
• Set nonworking days in the project calendar
• Enter the plan title and other properties

4. Lesson 4: Build an Organized Task List and Create Dependencies

• Learning objectives
• Create tasks
• Switch task scheduling from manual to automatic
• Enter task durations and estimates
• Enter milestone tasks
• Create summary tasks to outline the plan
• Link tasks to create dependencies
• Check a plan’s duration and finish date
• Document task information

5. Lesson 5: Develop Work and Cost Resources

• Learning objectives
• Set up work resources
• Enter the maximum capacity for work resources
• Enter work resource pay rates
• Adjust working time in a resource calendar
• Set up cost resources
• Document resources by using notes

6. Lesson 6: Assign Resources to Tasks

• Learning objectives
• Assign work resources to tasks
• Control work when adding or removing resource assignments
• Assign cost resources to tasks
• Check the plan after assigning resources

7. Lesson 7: Format and Share Your Plan

• Learning objectives
• Customize a Gantt chart view
• Add tasks to a Timeline view
• Customize reports
• Copy views and reports
• Print views and reports

8. Lesson 8: Set a Baseline and Apply Common Tracking Methods

• Learning objectives
• 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

Conclusion

• Summary