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MS Project® 1: From Initiating to Scheduling a Project

Learn to establish MS Project® standards, coordinate project documents, record estimates, schedule activities and tasks, assign resources to an activity or task, track performance to date, and provide the appropriate level of reporting. Based on the Project Management Life Cycle Model, use MS Project as a vital tool throughout initiating, planning, executing, controlling and closing a project.

This course can be applied to the following certificates:
Project Management Certificate
Project Management Certificate – Advanced

Benefits and Learning Outcomes

  • Understand the importance of configuring Microsoft Project and using network schedules to manage the critical path
  • Create a resource pool for managing staff and material resources
  • Input task dependencies to create project schedules
  • Gain immediate results that you can apply daily
  • Network with others to collaborate on real world challenges/solutions

Course Outline/Topics

Seminar Outline

• Terms of reference
• Overview of Microsoft Project
• Scheduling terms
• Software interfaces

Configuring the Project
• Project configuration
• Tool and menu configuration
• Setting up the company calendar

Setting up Resources
• Adding resources

Setting Up a Project
• Setting up the summary information
• Selecting the schedule type
• Defining the project environment

Creating Project Estimates
• Identifying project deliverables
• Develop a work breakdown structure
• Developing time-based estimates
• Using fixed duration or fixed unit
• Assigning resources
• Re-evaluate estimates

Creating the Project Schedule
• The PERT Chart
• Customizing the PERT Chart
• Resource the schedule (staff)
• Adjust the schedule to make best use
of the resources
• Critical path: Did it change?
• Customizing the Gantt Chart

Developing Control Procedures
• Tracking actual estimates
• Customizing reporting procedures

Customizing for Flexibility
• Customizing views and tables
• Comparison reports
• Exporting data
• Updating project status
• Project consolidation

Summary and Conclusion
• What next
• What to remember
• Leveraging other products


Project Management Foundations or equivalent, and basic familiarity with MS Office

Best adult learning experience I’ve had in years. The instructor, Sandra, was perfect for this.

— Walter Sawatzky

Sandra is an expert at MS Project. I appreciate her best-practice tips based on her years of experience. She has the ability to simplify how to get started and not get lost in every feature. She is an awesome teacher!

— Rebecca Loesche

Dates and locations to be announced.