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Microsoft Project Step by Step: Planning for Successful Project Management

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If you’re looking for an approachable project management tool, Microsoft Project is hard to beat. It’s easy to use, it allows you to collaborate with others, and it integrates seamlessly with other Microsoft 365 solutions. In this course, join instructor Cindy M. Lewis to get up and running with Microsoft Project and learn more about project management best practices and tools.

Find out how to quickly start a new project plan, build task lists, assign resources, share your plan with others, and track your progress. Along the way, discover how Microsoft Project allows you to capture and fine-tune work and cost details, reorganizing plans as you go. Explore a wide variety of built-in features such as Gantt charts, other views, visualized project schedules, and how to set a baseline and apply common tracking methods so you always know exactly where you are.

This course was created by Microsoft Press. We are pleased to host this content in our library.


01 - Introduction
  • 01 - Introduction

  • 02 - 1. Lesson 1 Learn about Project and Project Management
  • 01 - Learning objectives
  • 02 - Describe the benefits of scheduling
  • 03 - List and differentiate the items in the Project family
  • 04 - Learn about the new features
  • 05 - Define project management

  • 03 - 2. Lesson 2 Become Familiar with the Interface and Plan Overview Features
  • 01 - Learning objectives
  • 02 - Explore the Project user interface
  • 03 - Manage files and set options in the Backstage view
  • 04 - Work with schedule details in views
  • 05 - Use reports to check a plans status

  • 04 - 3. Lesson 3 Define the Steps in Plan Creation
  • 01 - Learning objectives
  • 02 - Create a new plan and set its start date
  • 03 - Set nonworking days in the project calendar
  • 04 - Enter the plan title and other properties

  • 05 - 4. Lesson 4 Build an Organized Task List and Create Dependencies
  • 01 - Learning objectives
  • 02 - Create tasks
  • 03 - Switch task scheduling from manual to automatic
  • 04 - Enter task durations and estimates
  • 05 - Enter milestone tasks
  • 06 - Create summary tasks to outline the plan
  • 07 - Link tasks to create dependencies
  • 08 - Check a plans duration and finish date
  • 09 - Document task information

  • 06 - 5. Lesson 5 Develop Work and Cost Resources
  • 01 - Learning objectives
  • 02 - Set up work resources
  • 03 - Enter the maximum capacity for work resources
  • 04 - Enter work resource pay rates
  • 05 - Adjust working time in a resource calendar
  • 06 - Set up cost resources
  • 07 - Document resources by using notes

  • 07 - 6. Lesson 6 Assign Resources to Tasks
  • 01 - Learning objectives
  • 02 - Assign work resources to tasks
  • 03 - Control work when adding or removing resource assignments
  • 04 - Assign cost resources to tasks
  • 05 - Check the plan after assigning resources

  • 08 - 7. Lesson 7 Format and Share Your Plan
  • 01 - Learning objectives
  • 02 - Customize a Gantt chart view
  • 03 - Add tasks to a Timeline view
  • 04 - Customize reports
  • 05 - Copy views and reports
  • 06 - Print views and reports

  • 09 - 8. Lesson 8 Set a Baseline and Apply Common Tracking Methods
  • 01 - Learning objectives
  • 02 - Understand progress tracking
  • 03 - Save a baseline of your plan
  • 04 - Track a plan as scheduled
  • 05 - Enter a tasks completion percentage
  • 06 - Enter actual values for tasks

  • 10 - Conclusion
  • 01 - Summary
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