Overview

This course follows on from Microsoft Project Professional Essentials, where you would have learned how to create a task list with appropriate dependencies and durations, as well as how to assign and manage resources in project.

This course you’ll explore how to manage multiple projects concurrently, share resources across them and manage resource costs. You’ll also learn how to import and export project data with other applications.

In addition, you’ll apply advanced tracking techniques to monitor progress, customise various project elements, including how to generate and customise insightful reports both within Microsoft Project Professional.

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Prerequisites

Participants should have:

  • An understanding of project management concepts.
  • Attendees must be comfortable opening, closing and saving files, and be able to navigate through files and folders in a Windows environment.
  • Attendees must know how to create and schedule a project plan.
  • If attending the course in a virtual capacity a dual monitor setup IS REQUIRED.

Target audience

This course is designed for existing users of Microsoft Project Professional who are looking to deepen their expertise. It provides a comprehensive exploration of the software’s environment, with a focus on advanced features and customisation options to better support both personal and professional project management needs.

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Delegates will learn how to

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

  • Manage and monitor project costs effectively
  • Consolidate project plan information into a master project
  • Exchange project data with other applications to enhance collaboration
  • Update and maintain project plans throughout the project lifecycle
  • Edit existing reports and create custom reports tailored to project needs
  • Customise Microsoft Project to meet specific user or organisational requirements
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Outline

Module 1: Working with Multiple Projects

  • Combining Multiple Projects as a Programme
  • Creating a Shared Resource Pool
  • Assigning Resources using a Resource Pool
  • Identifying the Critical Path or Paths in a Programme

Module 2: Manage Costs in Microsoft Project

  • Create Resources with costs
  • Manage cost rate tables
  • Change the Resource Cost on Individual Tasks
  • Alter Costs Based on Time Periods

Module 3: Tracking Progress and Project Actuals

  • Moving a Project
  • Entering Task Progress as Scheduled
  • Updating and Monitoring Progress using a Status Date
  • Updating Actuals
  • Assign Overtime Costs and Work
  • Reschedule Incomplete Work

Module 4: Import and Export Information

  • File Formats Supported by Microsoft Project Professional
  • Mapping Project Professional Data
  • Exporting Microsoft Project Professional Information
  • Importing Information into Microsoft Project Professional

Module 5: Customising Microsoft Project

  • Create Custom Fields
  • Create Custom Filters
  • Create Custom Tables
  • Create Custom Views
  • Create Templates
  • Using the Organizer

Module 6: Reporting on Projects

  • Reporting on Progress
  • Manipulate Built-In Reports
  • Create Custom Reports
  • Distribute Project Data in PDF

Exams and assessments

This course does not include any formal assessments.

Hands-on learning

This course includes:

  • Instructor led discussions around the use of Microsoft Project in the real world.
  • Guided exercises demonstrating the key concepts in project scheduling.
  • Independent exercises to reinforce learning and build project planning skills.
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Why choose QA

Need to know

Frequently asked questions

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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