Microsoft Project 2016 - Level 3 LoanNew
Description
The skills and knowledge acquired in this course are sufficient for the learner to be able to use Microsoft Project 2016 to create a new project, enter and work with tasks and resources, create a schedule, and print effective project information.
Target audience
- Microsoft Project 2016 - Level 3 aims to take the learner to more advanced levels of Microsoft Project. It covers a diverse range of topics including working simultaneously on multiple projects, sharing resources between several projects, downsizing very large projects, using templates, and automating operations with VBA.
Prerequisites
- Microsoft Project 2016 - Level 3 assumes a good understanding of creating projects, scheduling, and over allocation problem-solving. However, it would be beneficial to have a general understanding of personal computers and the Windows operating system environment. Some knowledge of working with files and folders on a computer are necessary.
Topics covered
Custom Fields
- Understanding Custom Fields
- Creating Custom Fields
- Inserting Custom Fields
- Creating A Formula In A Custom Field
- Modifying A Formula
- Testing A Formula
- Understanding Graphical Indicator Custom Fields
- Creating Graphical Indicator Custom Fields
- Creating A Lookup Custom Field
- Creating An Outline Code Mask
- Entering Lookup Table Values
- Using A Lookup Table
WBS Codes
- Understanding WBS Codes
- Creating WBS Codes
- Altering Tasks With Custom WBS Codes
- Renumbering WBS Codes
- Editing Custom WBS Codes
Custom Views
- Preparing For The Custom View
- Creating A Custom Filter For The View
- Creating A Custom Group For The View
- Creating A Custom Table For The View
- Creating The Custom View
- Removing A Custom View And Its Components
Graphical Reports
- Understanding Graphical Reports
- How Graphical Reports Work
- Running A Report
- Formatting Chart Objects
- Manipulating Report Data
- Filtering Report Data
- Cloning An Existing Report
- Creating A New Report
- Enhancing Report Appearance
- Making Reports Global
- Removing Unwanted Reports
Visual Reports
- Understanding Visual Reports
- Understanding Excel Visual Reports
- Creating A Visual Report From A Template
- Choosing Fields To Display In A Visual Report
- Changing The X Axis Categories
- Filtering A Visual Report
- Formatting A Visual Report
- Saving A Visual Report As A Template
- Using A Custom Visual Report Template
Project Templates
- Understanding Project Templates
- Examining The Templates
- Saving A Project As A Template
- Using A Custom Project Template
- Specifying The Personal Templates Folder
- Using The Personal Template Folder
- Modifying A Template
- Understanding The Global Template
- Organising The Global Template
- Applying A Newly Organised Item
- Removing Items From The Global Template
Linking And Combining Projects
- Understanding Linked Projects
- Combining Projects
- Viewing A Combined Project
- Printing From A Combined Project
- Setting A Combined Project Start Date
- Changing Data In A Combined Project
- Saving And Closing A Combined Project
- Using Only The Combined Project File
- Using Only Subproject Files
- Inserting Subprojects
- Breaking Subproject Links
- Creating A Read Only Subproject
- Inserting Task Links
- Creating A Summary Milestone
Shared Resources
- Understanding Resource Sharing
- Creating A Common Resource Pool
- Linking To An External Pool
- Linking A New Project File To The Pool
- Assigning Resources From The Pool
- Working With Shared Resources
- Checking For Resource Links
- Managing Shared Resources
- Opening Shared Resource Projects
- Opening The Resource Pool Only
- Assembling A Resource Master
- Working With A Resource Master
Downsizing Larger Projects
- Understanding Project Downsizing
- Creating The Resource File
- Creating Smaller Projects
- Linking Subprojects To Resources
- Preparing For The Master Project
- Creating The Downsized Master File
- Setting Project Links
- Finalising The Master
Other Applications
- Understanding Working With Applications
- Copying A Gantt Chart Image
- Copying Table Data
- Copying To Microsoft Excel
- Linking To Microsoft Excel
- Exporting To Microsoft Excel
- Exporting To Excel Using A Map
- Importing Data From Excel
Working Collaboratively
- Understanding Collaboration Options
- Adding A Contact As A Resource
- Working With A Contact Resource
- Syncing Tasks With SharePoint
- Working With A Synced Task List
Microsoft Project VBA
- Understanding Project VBA
- Accessing The Developer Tab
- Recording A Macro
- Running A Macro
- Editing A Macro
- Running An Edited Macro
- Localising A Macro
- Running A Localised Macro
Objectives
At the completion of this course you should be able to:
- Create and work with several types of custom fields
- Create and work with WBS Codes
- Create a custom view with a custom filter, group and table
- Run and modify standard graphical reports as well as create your own custom reports
- Create and work with visual reports
- Work with and create project templates
- Work with and link multiple projects in Project
- Create shared resources for use amongst multiple projects
- Downsize large project files into more manageable entities
- Export project data to other applications
- Collaborate on projects with others using Skype for Business and SharePoint
- Create VBA macros to automate operations in a project file
Format
Watsonia workbook with 127 topics. Files for the exercises are provided on a CD or can be downloaded here
Duration
Approximately 10 hours
Related courses
Theme
Project Management
Booking / availability