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Microsoft Office Project 2007, Managing Projects Course Outline

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<strong>Microsoft</strong> <strong>Office</strong> <strong>Project</strong> <strong>2007</strong>, <strong>Managing</strong> <strong>Project</strong>s<br />

• <strong>Course</strong> Number: 5927A<br />

• <strong>Course</strong> Length: 3 Days<br />

<strong>Course</strong> Overview<br />

This three-day instructor-led course provides students with the knowledge and skills to build, maintain,<br />

and control well-formed project plans.<br />

This is the first course in the <strong>Microsoft</strong> <strong>Office</strong> <strong>Project</strong> <strong>2007</strong> Official Curriculum series and serves as the<br />

entry point for other <strong>Microsoft</strong> Official Curriculum (MOC) courses covering <strong>Microsoft</strong> <strong>Office</strong> <strong>Project</strong><br />

<strong>2007</strong> and the <strong>Microsoft</strong> Enterprise <strong>Project</strong> Management (EPM) <strong>2007</strong> Solution.<br />

Prerequisites<br />

• Experience using <strong>Microsoft</strong> <strong>Office</strong> <strong>Project</strong> to create project schedules<br />

• Fundamental knowledge of project management<br />

• Experience with the Windows XP or Windows Vista operating system<br />

• Experience with <strong>Microsoft</strong> <strong>Office</strong> Excel 2003<br />

Audience<br />

This course is intended for both novice and experienced project managers and schedulers. These<br />

individuals are involved in or responsible for scheduling, estimating, coordinating, controlling, budgeting,<br />

and staffing of projects and supporting other users of <strong>Microsoft</strong> <strong>Office</strong> <strong>Project</strong>. A familiarity with key<br />

project management concepts and terminology is recommended as well as basic Windows navigation<br />

skills.<br />

<strong>Course</strong> <strong>Outline</strong><br />

<strong>Course</strong> Introduction<br />

<strong>Course</strong> Introduction<br />

6m<br />

Module 01 - Getting Started with <strong>Project</strong> <strong>2007</strong><br />

Getting Started with <strong>Project</strong> <strong>2007</strong><br />

What Is <strong>Project</strong> Management?<br />

<strong>Project</strong> Management Process Groups<br />

New Features in <strong>Project</strong> <strong>2007</strong><br />

Enhanced Features in <strong>Project</strong> <strong>2007</strong><br />

Professional Menu Commands not available in Standard Editions of <strong>Project</strong> <strong>2007</strong><br />

Data Types Used by <strong>Project</strong> <strong>2007</strong><br />

<strong>Project</strong> <strong>2007</strong> File Types<br />

The Purpose and Use of the Global.mpt<br />

What Are Views and Tables?<br />

52m


Demo - Navigation<br />

Considerations for Using the <strong>Project</strong> Guide<br />

Guidelines for Configuring Options<br />

Demo - Help<br />

Demo - Views<br />

Module 01 Review<br />

Module 02 - Creating and Defining <strong>Project</strong>s<br />

Creating and Defining <strong>Project</strong>s<br />

The Process of Creating New <strong>Project</strong>s<br />

Demo - Save<br />

Ramifications for Choosing the Schedule From Date<br />

Demo - Calendar<br />

What Is Change Highlighting?<br />

What Is a Milestone?<br />

What Is the Purpose of Work Breakdown Structure Codes?<br />

Guidelines for Creating a Well-Formed <strong>Outline</strong><br />

The Process of Importing Data<br />

Guidelines of Importing Data<br />

Demo - Import<br />

What Is the Standard <strong>Project</strong> Calendar?<br />

Guidelines for Setting Calendar Options<br />

What Is an Assignment Unit?<br />

What Is Effort Driven and How Does It Work?<br />

Demo - Task List<br />

Demo - <strong>Outline</strong><br />

Demo - WBS<br />

Module 02 Review<br />

1h 19m<br />

Module 03 - Working with Estimates and Dependencies<br />

Working with Estimates and Dependencies<br />

What Is Estimating and What Is Its Relationship to Scheduling?<br />

What Is the Scheduling Formula?<br />

Guidelines for Choosing Estimating Methods Based on Defined Scenarios<br />

Demo - Estimates<br />

<strong>Project</strong>, Evaluation, and Review Technique (PERT Analysis)<br />

What Is PERT Analysis?<br />

PERT Analysis Example<br />

What Are Optimistic, Expected, and Pessimistic Duration Estimates?<br />

PERT - Procedure Reference<br />

Considerations in Using PERT Analysis<br />

Demo - PERT<br />

What Are Dependencies?<br />

Task Dependencies'<br />

Task Dependencies‘ delay<br />

1h 18m


What Impact Do Dependencies Have on the Overall <strong>Project</strong> Schedule?<br />

Demo - LINK<br />

Guidelines for Creating a Complete Network<br />

Considerations for Adding Lag or Lead Time<br />

Demo - LAG<br />

Module 03 Review<br />

Module 04 - Working with Deadlines, Constraints, and Task Calendars<br />

Working with Deadlines, Constraints, and Task Calendars<br />

What Are Deadlines and Constraints?<br />

Demo - Deadline<br />

What Are Task Calendars?<br />

Considerations for Using Deadlines<br />

What Are the Eight Constraint Types?<br />

The Effect of Constraints on the <strong>Project</strong> Schedule<br />

Considerations for Using Constraints<br />

Demo - Constraint Table<br />

Considerations for Using Task Calendars<br />

Demo - Calendar<br />

What Is the Critical Path Method?<br />

What Is a Critical Task?<br />

What Is a Noncontinuous Critical Path?<br />

Demo - Critical<br />

What Are Task Drivers?<br />

Demo - Drivers<br />

Module 04 Review<br />

48m<br />

Module 05 - Working With Resources<br />

Working With Resources<br />

What Is a Resource?<br />

What Are the Types of Resources?<br />

Generic Resources<br />

What Are Fixed and Variable Costs?<br />

How Cost Estimates and <strong>Project</strong> Budgets are Captured in the <strong>Project</strong> Schedule<br />

Setting General Options for Automatically Adding New Resources and Tasks<br />

Setting General Options for Default Standard and Overtime Rates<br />

The Organizational Breakdown Structure<br />

What Are Maximum Units?<br />

Considerations for Reducing Maximum Units and Its Impact on Past Assignments<br />

Considerations When Assigning Resources<br />

What Are <strong>Project</strong> Budgets and How Are They Used?<br />

Considerations When Tracking <strong>Project</strong>-Related Budgets<br />

Demo - Resource<br />

Demo - Part Time<br />

Module 05 Review<br />

55m


Module 06 - Predicting Behavior by Using Task Types & the Scheduling Formula<br />

Predicting Behavior by Using Task Types and the Scheduling Formula<br />

What Is the Scheduling Formula?<br />

What Are Task Types?<br />

Guidelines for Effective Calculations<br />

How <strong>Project</strong> Decides Which Variable to Calculate<br />

Guidelines for Minimizing Errors When Changing Variables<br />

Guidelines for Changing Both a Task Type and a Variable<br />

Deciding Which Variable Should Be Fixed<br />

Using the Effort Driven Option to Manage Fixed Duration or Fixed Units<br />

Demo - Variables<br />

Module 06 Review<br />

21m<br />

Module 07 - Customizing and Formatting<br />

Customizing and Formatting<br />

Reasons to Create Customized Tables and Views<br />

What Are Objects and Elements?<br />

Formatting: How to Format Gridlines<br />

Demo - Formatting<br />

Demo - Time Scale<br />

Format Layout Links and Bars<br />

Formatting Screen Elements<br />

Demo - Gridlines<br />

Demo - Ghantt Wizard<br />

Guidelines for Creating Templates<br />

How to Create a New Template<br />

How to Create a New Template from an Existing <strong>Project</strong> Plan<br />

How to Modify an Existing Template<br />

Demo - Tables<br />

What Are Fields and Tables?<br />

How to Display or Hide Fields in Tables<br />

How to Copy a Table and Modify a List of Fields<br />

How to Create a New Table<br />

Demo - Filters<br />

How Formulas Are Created<br />

How to Create a Formula<br />

What Are Filters and Groups?<br />

Guidelines for Creating Filters<br />

Guidelines for Creating Groups<br />

How to Create a New Filter<br />

How to Create a New Group<br />

Demo - Organizer<br />

Considerations Before Changing Objects and Screen Elements in an Existing View<br />

How to Copy a View and Make Screen Element Changes<br />

1h 40m


How to Copy a View and Make Object Changes<br />

How to Create New Views that Appear on the View Bar and View Menu<br />

What Is the Organizer?<br />

How to Copy an Object from One Open File to Another Open File<br />

How to Copy an Object from One Open File to the Global.mpt<br />

Demo - Template<br />

Module 07 Review<br />

Module 08 - Analyzing Resource Utilization<br />

Analyzing Resource Utilization<br />

How Resource Availability Is Used When Making an Assignment<br />

What Is an Overallocated Resource?<br />

Guidelines When Considering Resource Availability<br />

Demo - Resource Views<br />

How Resources Become Overallocated<br />

Demo - Assignments<br />

Scenarios for Setting Alternate Resource Availability<br />

How Maximum Units and Assignment Units Affect Resource Availability<br />

How a Resource Calendar Affects an Assignment<br />

How Varying Availability Affects an Assignment<br />

Scenarios for Setting Overtime Availability<br />

How Leveling Solves Overallocations<br />

Demo - Leveling<br />

Techniques to Manually Correct Overallocated Resources<br />

Considerations for Optimizing Resources<br />

Module 08 Review<br />

46m<br />

Module 09 - Tracking Progress<br />

Tracking Progress<br />

Formulas Used to Calculate Percentages<br />

Considerations for Choosing an Update Strategy<br />

How Schedules Are Updated<br />

What is the Baseline and How is it Used?<br />

What Is an Interim Plan?<br />

Demo - Base Line<br />

Implementing a Rolling Wave Approach<br />

The Process of Updating Duration<br />

Guidelines for Collecting Duration Updates<br />

The Process of Updating Work<br />

Guidelines for Collecting Work Assignment Updates<br />

The Process of Updating Cost<br />

Guidelines for Collecting Cost Updates<br />

39m


What Is Earned Value?<br />

Demo - Variance<br />

The Process of Interpreting an Earned Value View and Reporting <strong>Project</strong> Status<br />

What is Optimizing a <strong>Project</strong> Schedule?<br />

Guidelines for Reducing or Removing Variances in Cost<br />

Guidelines for Reducing or Removing Variances in Duration<br />

Guidelines for Capturing Lessons Learned<br />

Module 09 Review<br />

Module 10 - Creating Reports<br />

Creating Reports<br />

What Are the Basic Report Categories?<br />

Guidelines for Getting the Most Out of Basic Reports<br />

Demo - Basic Reports<br />

Guidelines for Fixing Common Printing Issues<br />

The Process of Exporting Data<br />

Demo - Export<br />

Guidelines for Exporting Data<br />

What Are Visual Reports?<br />

Visual Report Templates<br />

Demo - Visual Reports<br />

Module 10 Review<br />

37m<br />

Module 11 - <strong>Managing</strong> Multiple <strong>Project</strong>s<br />

<strong>Managing</strong> Multiple <strong>Project</strong>s<br />

What is a Master <strong>Project</strong>?<br />

Considerations for Creating Master <strong>Project</strong>s<br />

How Master <strong>Project</strong>s Are Created<br />

Demo - Master <strong>Project</strong><br />

Guidelines for Creating Master <strong>Project</strong>s<br />

What Is an External Dependency?<br />

Demo - Linked Tasks<br />

Guidelines for Working with External Links<br />

What is a Multiple Critical Path?<br />

Guidelines for Working with Critical Paths in Master <strong>Project</strong>s<br />

Considerations for Saving Multiple <strong>Project</strong>s<br />

What Is a Shared Resource Pool?<br />

Demo - Resource Pool<br />

What is Multiple <strong>Project</strong> Resource Management?<br />

Module 11 Review<br />

<strong>Course</strong> Closure<br />

52m<br />

Total Duration: 10h 12m

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