Microsoft Project Advanced Course

Course Duration

1 Day

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Course Aims

‍To provide expert-level skills for managing complex, multi-faceted projects in Microsoft Project, including advanced scheduling, cross-project resource management, and detailed reporting.

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Course Prerequisites

‍Delegates should have completed the Intermediate course or possess strong proficiency in resource management, baselines, and reporting in Microsoft Project.

To participate fully in this course, delegates will need the desktop version of Microsoft Project installed on their laptop or desktop PC. This is essential to complete the hands-on practical exercises throughout the session.

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Course Objectives

‍By the end of this course, delegates will be able to:

• Manage advanced task relationships, including lead and lag, and conduct detailed critical path analysis.
• Consolidate multiple project files and apply resource sharing across multiple projects.
• Customise project fields, tables, and visual indicators for tailored project tracking.
• Create automated and customised project reports, integrating data visuals and trends.
• Leverage integration options to export data and collaborate with other Microsoft 365 tools like Power BI and Excel​

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Course Content

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Module 1: Importing & Exporting Data

Learning Outcomes:

Using and creating your own maps to import and export Project data to and from Excel and other applications.

Topics Covered:

• Import Project Data from Excel
• Export Project Data to Excel
• Creating Custom Export Maps

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Module 2: Advanced Project Options

Learning Outcomes:

Understanding Project's sophisticated Scheduling and Calendar options and using the organiser to share useful customisations.

Topics Covered:

• Setting Non-Working Time
• Setting Scheduling Options
• Using the Organiser
• Customising the Project Ribbon

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Module 3: Advanced Resource Assignment

Learning Outcomes:

Using advanced tools and views to gain more control and visibility of resources and their usage across project tasks.

Topics Covered:

• Using Task Entry View
• Allocating Overtime/Setting Delays
• Solving Over Allocation Problems
• Using Projects Automatic Levelling

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Module 4: Working with Multiple Projects

Learning Outcomes:

Creating a resource pool to share resource over many projects and consolidating projects allowing cross project dependencies.

Topics Covered:

• Creating a Resource Pool
• Creating Consolidated Projects

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Module 5: Customising Microsoft Project

Learning Outcomes:

Creating your own specific fields, tables to display chosen fields and views and filters made up of your chosen tables and fields.

Topics Covered:

• Creating Custom Fields
• Creating Custom Tables
• Creating Custom Views
• Creating Custom Filters

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Module 6: Creating Reports

Learning Outcomes:

Using Project's built in reports and creating your own custom reports to show specific information from a project.

Topics Covered:

• Using Built in Visual Report Templates
• Editing a Visual Report in Excel

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