Project 2021 and Project Online Desktop Essential Training

Learn how to use Microsoft Project, the world's leading project management software, and Project Online Desktop, the subscription version of the desktop app.

Introduction

• Getting started with Microsoft Project 2021
• What you need to know
• Understand the differences between Project editions

1. Get to Know Project

• An overview of the Project interface
• Manage files with the Backstage view
• Work with the Project ribbon
• Speed up work with the Quick Access Toolbar
• Display a different view
• Choose a different table

2. Set Up Project Files

• Set helpful Project options
• Create and save a project
• Set up your project calendar
• Define holidays and nonworking time
• Match calendar options to your project calendar

3. Creating Tasks

• The difference between auto and manual scheduling
• Create an auto-scheduled task
• Create a manually scheduled task
• Create a milestone task
• Create a summary task
• Display summary tasks and subtasks
• Copy tasks from another program
• Organize the task list
• Delete tasks and summary tasks
• Work with work breakdown structure codes

4. Creating a Schedule

• Link tasks to build a schedule
• Add lag or lead time to task links
• Set task dates to specific dates
• View tasks and task links

5. Creating Resources

• Understanding resources
• Create a work resource
• Create a material resource
• Set up costs for work and material resources
• Create a cost resource
• Resource housekeeping

6. Assigning Tasks to Resources

• Understand duration, work, and units
• Assign resources to tasks
• Use Team Planner to assign resources
• Find resource overallocations
• Use effort-driven and non-effort-driven scheduling
• Modify resource assignments
• Replace resources on a task

7. Working with Views

• Insert and rearrange table columns
• Change column settings in a table
• Use the Timeline view
• Create multiple timelines
• Sort tasks and resources
• Group tasks and resources
• Filter tasks and resources

8. Fine-Tuning the Project Schedule

• Review the critical path
• Identify schedule issues with Task Inspector
• Delay a task or assignment
• Inactivate tasks

9. Tracking and Managing a Project

• What are baseline, scheduled, and actual values?
• Save and clear a baseline
• Set up for recording progress
• Record progress
• Assign overtime
• Update costs

10. Viewing and Reporting Project Information

• Get a high-level view of project status
• Find schedule problems
• Look for cost problems
• Work with graphical reports
• Print views and reports

Conclusion

• New techniques