Project and Project Terms

• Theory of Project Management
• Project User Interface, Windows, Quick Access Toolbar , Ribbons, File Tab, View Button
• Using Help
• Terminology
• The Project Triangle
• Creating a project
• Default settings
• Define project
• Priorities

Create a Project Calendar

• Create a New project Calendar
• Set the Default working Hours & Week
• Alter Hours of Working Day
• Set additional Non-Working Days e.g. Bank Holidays
• Applying a calendar to a project

Entering and Linking Tasks

• Enter Tasks, Set Durations and create Milestones
• Manual vs automatic scheduling
• Task information dialog
• The indicator column
• Create summary tasks
• Using the outline tools
• Link and unlink tasks, Link types
• Predecessors and Successors
• Add notes

Task Relationships and Critical Path

• Finish to Start, Start to Finish, Finish to Finish and Start to Start
• How to Avoid Dangling Tasks
• Theory of Critical Path
• Showing the Critical Path
• Slack Time
• Creating lead and Lag time

Navigation and Project Views

• View button
• Use Goto selected task Button
• Use the Zoom tools To change timescale
• View the timeline
• Split views
• Add tasks to timeline
• Format Time-scale
• Switch view to Calendar View
• Switch view to Network Diagram
• Switch view to Gantt Chart
• Keyboard Short Cuts for Views
• More views option

Resources

• Enter resources
• Resource types
• Labels , names and groups
• Set costs, standard and overtime
• Cost per use
• Resource Information dialog
• Add notes
• Pro rata
• Cost Rate Tables
• Fixed Task Costs
• Resource Calendars
• Availability
• Task assigning

Task Constraints & Task Management

• General (default) Constraints
• Hard Constraints
• Soft Constraints
• Deadlines
• Remove deadlines / constraints
• Scheduling Project from Start Date
• Scheduling Project from Finish Date
• Delay and reschedule
• Fixed Duration vs Fixed units
• Create and assign Task Calendars

Project Costing

• Resource Costs
• Duration Driven
• Show Project Statistics for project cost and duration
• Show cost table (Gantt view)
• Identify over allocations
• Deal with over allocations

Tracking

• Setting a baseline
• Clearing a baseline
• Marking tasks % complete
• Using the tracking Gantt to spot slippage
• Inactivate tasks
• Reschedule workload
• Levelling options
• Splitting tasks

Sorting, Grouping & Filtering

• Sorting tasks by non-default sort order
• Apply grouping levels
• Use the AutoFilter
• Use In-built filters for Filtering Tasks

Table usage

• Switch tables
• More tables
• Add columns
• Hide columns

Producing Reports

• Overview
• Run Task Usage reports
• Run Current Activities reports
• Run Costing reports
• Run Work load reports
• Run visual reports to Excel or Visio
• Running Custom reports

Printing

• Print preview
• Gantt Chart
• Network Diagram
• Calendar View
• Page Setup Options
• Print options
• Snapshot to other application