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PLANNING AND
MONITORING
PROJECTS WITH
MICROSOFT PROJECTS 2013
TRAINING
© Mentor Global All Right Reserved. 1
OBJECTIVE
The purpose of this training is to trained
the students to use Microsoft Projects
2013. The course present the subject in
very practical way by using case studies
After finishing the course students will
be able to effectively manage their
organizational project .
© Mentor Global All Right Reserved. 2
TRAINING CONTENT
At the end of the training student will be able to :
© Mentor Global All Right Reserved. 3
→ Understand the discipline of project management as it applies to using Microsoft Project 2013.
→ Create a Work Breakdown Structure.
→ Identify Task Types & Relationships.
→ Define Resources within Project.
→ Make Work Package Estimates.
→ Create an Initial Schedule.
→ Create a Resource Leveled Schedule.
→ Create Projects from templates, Excel files.
→ Create Global templates.
→ Create formulas and graphical indicators.
→ The steps to record a macro.
→ Format Output and Print Reports.
→ Integrate Multiple Projects.
→ Set up a Project with a Calendar, Start date, and scheduling method.
→ Understand Manually Schedule vs. Auto Schedule.
→ Manage multiple projects.
→ Be able to create a master project list with shared resources.
OVER VIEW
DESCRIPTION
COURSE DURATION
16 Hours
Course number of hours . The no of days depends on the
daily no of hours spend on course
NUMBER OF PARTICIPANTS
Maximum 20 Students Per Class
Maximum no of participants suggested to ensure best
result
TARGET AUDIENCE
Project Managers, Project Team Members , Sponsors and other stakeholders interested in Project
Management Process
REQUIREMENTS
Desirable Basic Project Management Knowledge
LANGUAGE
English
The Language in which training is delivered
OPEN CLASSES
YES
Registration is done by each participant individually
CERTIFICATE AND PDU
All training participants will receive a
participation certificate with 16 PMI's PDU's
The Professional Development Units are the measuring
units issued to credential holders which is used to maintain
PMI certification
© Mentor Global All Right Reserved. 4
COURSE OUTLINE
Project Management Standards discussed and
addressed in the training .
© Mentor Global All Right Reserved. 5
Project Management Institute (PMI)®
PMBOK Guide 
PMI Practice Standard for Estimating 
PMI Practice Standard for Work Breakdown Structure

PMI Practice Standard for Scheduling 
UK office of Government Commerce (OGC)
Prince 2 ( Project in Controlled Environments)

Basic Program
MODULE 1: Introduction to Microsoft Project
→ Describe how Project relates to the discipline of Project management.
→ Learn what the new features are in Project 2013.
→ Navigate to the primary views available using the Ribbon.
→ Choose Views that display task, resource, or assignment information.
→ Select table within views to change the information that is available to see and edit.
→ Relate the features of Project to the 5 steps for building a plan in Project.
© Mentor Global All Right Reserved. 6
MODULE 2: A Quick and Easy Overview of Managing with Project
→Create a new project and prepare it for data entry
→Enter project tasks
→Sequence the tasks
→Define resources.
→Estimate Task duration and assign resources.
→Baseline the project.
→Track project progress.
MODULE 3: Setting Up a Project
→ Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list
→ Establish one or more calendars to constrain resource availability.
→ Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date backward.
MODULE 4: Manually Schedule vs. Auto Schedule
→
Students practice switching tasks between Manually Schedule and Auto
Schedule modes. By switching modes, students learn the impact made on
the project schedule and the individual tasks.
MODULE 5: Creating a Work Breakdown Structure
→ Build and use summary and subordinate tasks.
→ Understand and use milestones.
→ Develop WBS Outlines.
→ Assign completion criteria.
→ Evaluate the WBS.
→ Understand and use WBS templates.
© Mentor Global All Right Reserved. 7
MODULE 6: Identifying Task Relationships
→ Understand the different types of task relationships.
→ Understand and use various methods to create relationships.
→ Determine and display task sequence.
→ Understand and use lag, lead, and delay.
→ Understand the new feature of Task Paths.
MODULE 7: Defining Resources within Project
→ Define resource types.
→ Define individual resources that will be used on the project.
→ Record the cost(s) of using each type of resource.
→
Record the limit of availability for each type of resource by establishing a
resource calendar and defining the maximum units of that resource.
MODULE 8: Making Work Package Estimates
→ Enter estimates for duration and costs for each task.
→ Distinguish between task types and describe when each is appropriate.
→ Describe the relationship between work, units, and duration.
→ Describe the way Effort Driven scheduling is affected by work, units, and duration.
→ Assign tasks to resources using the Team Planner view.
→ Assign tasks to resources using the Team Planner view.
© Mentor Global All Right Reserved. 8
MODULE 9: Creating an Initial Schedule
→ Calculate float and identify a project’s critical path.
→ Understand and identify task constraints.
→ Create milestones.
→
Use the Task Inspector to troubleshoot the initial
schedule.
MODULE 10: Create a Resource Leveled Schedule
→ Adjust a project schedule to account for limited people and other resources.
→ View the overall cost and schedule of a project.
→ Identify resources that have been over allocated for a project schedule.
→
Use multiple ways to adjust tasks and assignments to remove over allocation for
any resource.
MODULE 11: Managing the Project
→ Learn how to set a baseline.
→ Lean how to enter and track project performance data.
→ Learn how to apply different tracking methods.
→ Learn how to perform a variance analysis on a project.
MODULE 12: Formatting Output and Printing Reports
→ Print
→ Views
→ Formats
→ Sorting
→ Filtering
→ Grouping
→ Custom Fields
→ Reporting
→
Other File
Formats
MODULE 13: Managing Multiple Projects
→ Learn how to use common resources among multiple projects.
→ Learn how to link tasks between multiple projects.
→ Learn how to create a consolidated view of multiple projects.
© Mentor Global All Right Reserved. 9
MODULE 14: Advanced Topics
→ Learn how to customize the Ribbon and the Quick Access Toolbar.
→ Learn how to customize WBS numbering.
→ Learn the concepts of Formulas and Graphical indicators.
→ Learn the purpose of the Global template and Organizer.
→ Learn how to use Task Deadlines.
PRACTICAL SESSIONS
Live Project
Case Studies
Practical Exercises on each module
© Mentor Global All Right Reserved. 10
INTERESTED TO JOIN OUR PROGRAM
For Further information about this course, please Contact:
[Phone:011-66782815
[email: garima.patel@mentor-global.com
© Mentor Global All Right Reserved. 11

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Mentor Global Training : Learn Microsoft Projects 2013

  • 1. PLANNING AND MONITORING PROJECTS WITH MICROSOFT PROJECTS 2013 TRAINING © Mentor Global All Right Reserved. 1
  • 2. OBJECTIVE The purpose of this training is to trained the students to use Microsoft Projects 2013. The course present the subject in very practical way by using case studies After finishing the course students will be able to effectively manage their organizational project . © Mentor Global All Right Reserved. 2
  • 3. TRAINING CONTENT At the end of the training student will be able to : © Mentor Global All Right Reserved. 3 → Understand the discipline of project management as it applies to using Microsoft Project 2013. → Create a Work Breakdown Structure. → Identify Task Types & Relationships. → Define Resources within Project. → Make Work Package Estimates. → Create an Initial Schedule. → Create a Resource Leveled Schedule. → Create Projects from templates, Excel files. → Create Global templates. → Create formulas and graphical indicators. → The steps to record a macro. → Format Output and Print Reports. → Integrate Multiple Projects. → Set up a Project with a Calendar, Start date, and scheduling method. → Understand Manually Schedule vs. Auto Schedule. → Manage multiple projects. → Be able to create a master project list with shared resources.
  • 4. OVER VIEW DESCRIPTION COURSE DURATION 16 Hours Course number of hours . The no of days depends on the daily no of hours spend on course NUMBER OF PARTICIPANTS Maximum 20 Students Per Class Maximum no of participants suggested to ensure best result TARGET AUDIENCE Project Managers, Project Team Members , Sponsors and other stakeholders interested in Project Management Process REQUIREMENTS Desirable Basic Project Management Knowledge LANGUAGE English The Language in which training is delivered OPEN CLASSES YES Registration is done by each participant individually CERTIFICATE AND PDU All training participants will receive a participation certificate with 16 PMI's PDU's The Professional Development Units are the measuring units issued to credential holders which is used to maintain PMI certification © Mentor Global All Right Reserved. 4
  • 5. COURSE OUTLINE Project Management Standards discussed and addressed in the training . © Mentor Global All Right Reserved. 5 Project Management Institute (PMI)® PMBOK Guide  PMI Practice Standard for Estimating  PMI Practice Standard for Work Breakdown Structure  PMI Practice Standard for Scheduling  UK office of Government Commerce (OGC) Prince 2 ( Project in Controlled Environments) 
  • 6. Basic Program MODULE 1: Introduction to Microsoft Project → Describe how Project relates to the discipline of Project management. → Learn what the new features are in Project 2013. → Navigate to the primary views available using the Ribbon. → Choose Views that display task, resource, or assignment information. → Select table within views to change the information that is available to see and edit. → Relate the features of Project to the 5 steps for building a plan in Project. © Mentor Global All Right Reserved. 6 MODULE 2: A Quick and Easy Overview of Managing with Project →Create a new project and prepare it for data entry →Enter project tasks →Sequence the tasks →Define resources. →Estimate Task duration and assign resources. →Baseline the project. →Track project progress. MODULE 3: Setting Up a Project → Use multiple methods to create a new project from an Excel file and a SharePoint Tasks list → Establish one or more calendars to constrain resource availability. → Configure Project to calculate the schedule from the Start Date forward, or from the Finish Date backward. MODULE 4: Manually Schedule vs. Auto Schedule → Students practice switching tasks between Manually Schedule and Auto Schedule modes. By switching modes, students learn the impact made on the project schedule and the individual tasks.
  • 7. MODULE 5: Creating a Work Breakdown Structure → Build and use summary and subordinate tasks. → Understand and use milestones. → Develop WBS Outlines. → Assign completion criteria. → Evaluate the WBS. → Understand and use WBS templates. © Mentor Global All Right Reserved. 7 MODULE 6: Identifying Task Relationships → Understand the different types of task relationships. → Understand and use various methods to create relationships. → Determine and display task sequence. → Understand and use lag, lead, and delay. → Understand the new feature of Task Paths. MODULE 7: Defining Resources within Project → Define resource types. → Define individual resources that will be used on the project. → Record the cost(s) of using each type of resource. → Record the limit of availability for each type of resource by establishing a resource calendar and defining the maximum units of that resource. MODULE 8: Making Work Package Estimates → Enter estimates for duration and costs for each task. → Distinguish between task types and describe when each is appropriate. → Describe the relationship between work, units, and duration. → Describe the way Effort Driven scheduling is affected by work, units, and duration. → Assign tasks to resources using the Team Planner view. → Assign tasks to resources using the Team Planner view.
  • 8. © Mentor Global All Right Reserved. 8 MODULE 9: Creating an Initial Schedule → Calculate float and identify a project’s critical path. → Understand and identify task constraints. → Create milestones. → Use the Task Inspector to troubleshoot the initial schedule. MODULE 10: Create a Resource Leveled Schedule → Adjust a project schedule to account for limited people and other resources. → View the overall cost and schedule of a project. → Identify resources that have been over allocated for a project schedule. → Use multiple ways to adjust tasks and assignments to remove over allocation for any resource. MODULE 11: Managing the Project → Learn how to set a baseline. → Lean how to enter and track project performance data. → Learn how to apply different tracking methods. → Learn how to perform a variance analysis on a project. MODULE 12: Formatting Output and Printing Reports → Print → Views → Formats → Sorting → Filtering → Grouping → Custom Fields → Reporting → Other File Formats
  • 9. MODULE 13: Managing Multiple Projects → Learn how to use common resources among multiple projects. → Learn how to link tasks between multiple projects. → Learn how to create a consolidated view of multiple projects. © Mentor Global All Right Reserved. 9 MODULE 14: Advanced Topics → Learn how to customize the Ribbon and the Quick Access Toolbar. → Learn how to customize WBS numbering. → Learn the concepts of Formulas and Graphical indicators. → Learn the purpose of the Global template and Organizer. → Learn how to use Task Deadlines.
  • 10. PRACTICAL SESSIONS Live Project Case Studies Practical Exercises on each module © Mentor Global All Right Reserved. 10
  • 11. INTERESTED TO JOIN OUR PROGRAM For Further information about this course, please Contact: [Phone:011-66782815 [email: garima.patel@mentor-global.com © Mentor Global All Right Reserved. 11