Planning and Control Using Microsoft Project 365 and 2021

Planning and Control Using Microsoft Project 365 and 2021

by Paul E. Harris
Released June 2023
Publisher(s): Packt Publishing
ISBN: 9781805129554

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Video description

This course equips participants with the essential skills to effectively plan, schedule, and control projects, covering resource-constrained and un-resourced project management; the course explores the features of Microsoft Project 365 and its 2021 version. You will create projects, allocate resources, track progress, analyze critical paths, generate reports, and gain proficiency in project planning and control to enhance project success.

The course covers project planning and control using Microsoft Project (versions 365, 2021, 2019, 2016, 2013). It includes creating projects, scheduling without resources, updating schedules, managing roles and resources, controlling projects with resources and costs, and utilizing various tools and utilities. You will learn to manage projects, demonstrate delays and accelerations, and apply filters, layouts, and baselines.

Upon completion, you will have acquired intermediate-level skills in planning and controlling projects using Microsoft Project and creating and managing projects, scheduling tasks with/without resources, assigning roles and resources, and controlling project progress with costs and resources. You will have learned to utilize filters, layouts, and baselines, update project schedules with completed/incomplete work, and demonstrate schedule delay and acceleration.

What You Will Learn

  • Master project planning and develop a Work Breakdown Structure (WBS)
  • Schedule efficiently with task dependencies and critical path analysis
  • Manage resources, track progress, control costs, create custom reports
  • Use baselines, filters, and layouts to manage project efficiency
  • Gain insight into project expenses and analyze financial budget variances
  • Explore techniques to schedule projects with and without resources

Audience

This course aims to deliver content to project managers and schedulers wishing to use the software to schedule and control projects. Program managers, project managers, and project control staff evaluate the software against their organizational requirements. This course also helps individuals to plan and control projects with/without resources up to an intermediate level using Microsoft Project. The prerequisites for the course include a background in project management processes, proficiency in planning and controlling projects, and basic computer skills.

About The Author

Paul E. Harris: Paul Harris holds an honors degree in civil engineering from the UK and is a Certified Cost Engineer through AACEI International, a PRINCE2 Registered Practitioner, and a “Managing Successful Programmes” Registered Practitioner. He has several years of experience in project control and has assisted many companies with project control systems. His Australian company, Eastwood Harris Pty Ltd., offers consulting and training worldwide on Microsoft Project/Primavera software.

He has published user guides/training manuals for Primavera SureTrak, P3, and Microsoft Project users. He focused on developing books on project management methodologies, such as PRINCE2 and the PMBOK® Guide on using Primavera P6 to plan and control projects.

Table of contents

  1. Chapter 1 : Introduction
    1. Introduction, Course Agenda, and Understanding the Student Workshops
    2. Module 01 - Introduction
  2. Chapter 2 : Module 2 - Creating a Project Schedule
    1. Module 02 - Creating a Project Plan
  3. Chapter 3 : Module 3 - Navigation and Setting the Options
    1. Module 03 - Navigation and Setting the Options
    2. Workshop 01 - Navigation and Setting Your Project Options
  4. Chapter 4 : Module 4 - Creating Projects and Templates
    1. Module 04 - Creating Project and Templates
    2. Workshop 02 - Creating Project and Templates
  5. Chapter 5 : Module 5 - Defining Calendars
    1. Module 05 - Creating Calendars
    2. Workshop 03 - Maintaining Calendars
  6. Chapter 6 : Module 6 - Adding Tasks
    1. Module 06 - Adding Tasks
    2. Workshop 04 - Adding Tasks
  7. Chapter 7 : Module 7 - Organizing Tasks Using Outlining
    1. Module 07 - Organizing Tasks Using Outlining
    2. Workshop 05 - Entering Summary Tasks
  8. Chapter 8 : Module 8 - Formatting the Display
    1. Module 08 - Formatting the Display
    2. Workshop 06 - Formatting the Bar Chart
  9. Chapter 9 : Module 9 - Adding Task Dependencies
    1. Module 09 - Adding Task Dependencies
    2. Workshop 07 - Adding the Relationships
  10. Chapter 10 : Module 10 - Network Diagram View
    1. Module 10 - Network Diagram View
    2. Workshop 08 - Schedule Calculations
  11. Chapter 11 : Module 11 - Constraints
    1. Module 11 - Constraints
    2. Workshop 09 - Constraints
  12. Chapter 12 : Module 12 - Filters
    1. Module 12 – Filters
    2. Workshop 10 - Filters
  13. Chapter 13 : Module 13 - Tables and Grouping Tasks
    1. Module 13 – Tables and Grouping Tasks
    2. Workshop 11 - Reorganizing the Schedule
  14. Chapter 14 : Module 14 - Views and Details
    1. Module 14 - Views and Details
    2. Workshop 12- Organizing Your Data Using Views and Tables
  15. Chapter 15 : Module 15 - Printing and Reports
    1. Module 15 - Printing and Reports
    2. Workshop 13 - Printing
  16. Chapter 16 : Module 16 - Tracking Progress
    1. Module 16 - Tracking Progress
    2. Workshop 14 - Updating the Schedule and Baseline Comparison
  17. Chapter 17 : Module 17 - Creating Resources and Costs
    1. Module 17 - Creating Resources
    2. Workshop 15 - Creating Resources
  18. Chapter 18 : Module 18 - Assigning Resources and Costs to Tasks
    1. Module 18 – Assigning Resources and Costs to Tasks
    2. Workshop 16 - Assigning Resources to Tasks
  19. Chapter 19 : Module 19 - Resource Optimization
    1. Module 19 – Resource Optimization
    2. Workshop 17 – Resource Graphs and Tables
  20. Chapter 20 : Module 20 - Updating Projects with Resources
    1. Module 20 – Updating Projects with Resources
    2. Workshop 18 - Updating a Resource Schedule

Product information

  • Title: Planning and Control Using Microsoft Project 365 and 2021
  • Author(s): Paul E. Harris
  • Release date: June 2023
  • Publisher(s): Packt Publishing
  • ISBN: 9781805129554