"Charting the Course to Your Success!" MOC Microsoft Project 2010 Exam Prep Bootcamp. Course Summary

Transcription

1 Course Summary Description This three-day instructor-led course provides students with the knowledge and skills to master Microsoft Project 2010 and pass the MCTS exam. Objectives At the end of this course, students will be able to: Understand the Project 2010 Interface. Create a new project. Plan Project Tasks. Plan Project Resources. Work with Project Assignments. Track project progress. Topics Project Management Overview Microsoft Project 2010 Overview Inside Microsoft Project 2010 Project Definition Project Task PlanningProject Task Planning Project Resource Planning Project Assignment Planning Project Execution Audience Use Microsoft Project variance analysis and change control. Create and use project reports. Close out projects. Work with Project custom fields. Pass the MCTS exam. Variance Analysis, Plan Revision, and Change Control Project Reporting Printing Views, Reports, and Visual Reports Project Closure Additional Exam Prep Topics This course is intended for novice and experienced users of Prerequisites Before attending this course, students should have: General Project Management knowledge Understand basic scheduling principles. Duration Three days

2 Course Outline I. Project Management Overview This module explains the definition of a project according to the Project Management Institute and the process for managing projects. A. Project Management Overview II. Microsoft Project 2010 Overview This module explains how to use Microsoft Project 2010 user interface and its basic elements. A. Introducing the Global.mpt file B. Understanding the Ribbon Interface C. Understanding the Ribbon D. Using the Backstage E. Using Navigation Features F. Customizing the User Interface G. Understanding the Planning Wizard H. Understanding Gantt chart Symbols I. Creating a Three-Tiered Timescale III. Inside Microsoft Project 2010 This module explains the Microsoft Project 2010 data model, and how to use apply views, tables, filters and groups. A. Understanding the Microsoft Project Data Model B. Understanding Views C. Using Single Views and Combination Views D. Understanding Tables E. Understanding Filters F. Applying a Standard Filter G. Applying a Highlight Filter H. Understanding Groups I. Applying a Group IV. Project Definition This module explains how to define a project using A. Creating a New Project from a Template B. Creating a New Project from an Existing Project C. Creating a New Project from a SharePoint Task List D. Defining a New Project E. Set the Project Start Date F. Enter the Project Properties G. Display the Project Summary Task H. Set the Project Working Schedule I. Adding Nonworking Time to the Standard Calendar J. Setting the Working Schedule K. Creating a New Base Calendar L. Setting the Project Calendar M. Set Options Unique to this Project N. Setting the Task Mode Option O. Setting Options in the Project Options Dialog P. Setting General Options Q. Setting Display Options R. Setting Schedule Options S. Setting Proofing Options T. Setting Save Options U. Setting Language Options V. Setting Advanced Options W. Setting Add-Ins Options X. Setting Trust Center Options Y. Save the Project Z. Saving a Project as an Alternate File Type AA. Saving a Project File as a PDF or XPS Document BB. Understanding Reduced Functionality with Older Project File Formats CC. Opening a Project Created in an Older Version of Microsoft Project DD. Saving a Project to SharePoint EE. Sharing a Project via V. Project Task PlanningProject Task Planning A. Understanding the Task Planning Process B. Auto-Wrapping Task Names C. Understanding Change Highlighting D. Understanding Manually Scheduled vs. Auto Scheduled Tasks E. Using Basic Task Planning Skills F. Entering and Editing Tasks G. Entering Manually Scheduled Tasks H. Moving Tasks I. Inserting Tasks J. Deleting Tasks K. Creating the Work Breakdown Structure (WBS) L. Inserting Summary Tasks M. Creating a Manually Scheduled Summary Task

3 N. Creating Milestones O. Inserting a Milestone Task P. Using Task Notes and Cell Background Formatting Q. Understanding Task Dependencies R. Setting Task Dependencies S. Linking Manually Scheduled Tasks T. Removing a Task Dependency U. Using Lag Time with Dependencies V. Using Lead Time with Dependencies W. Understanding Schedule Warnings and Suggestions X. Using the Respect Links Feature Y. Using the Task Inspector Z. Using Alternate Methods to Set Dependencies AA. Setting Task Constraints and Deadline Dates BB. Setting Constraints CC. Adding Notes on Tasks with Constraints DD. Understanding Flexible and Inflexible Constraints EE. Understanding Planning Wizard Messages about Constraints FF. Understanding Task Scheduling Changes GG. Using Deadline Dates HH. Viewing Missed Constraints and Deadline Dates II. Assigning Task Calendars JJ. Understanding Duration-Based and Effort- Based Planning KK. Estimating Task Durations LL. Using the Task Inspector to Determine Task Drivers MM. Creating Recurring Tasks NN. Planning for Known Fixed Costs VI. Project Resource Planning This module explains how to perform resource planning A. Defining Project Resources B. Creating Work Resources C. Entering Custom Resource Information D. Entering General Information E. Changing Working Time F. Entering Cost Information G. Entering Resource Notes H. Using the Custom Fields Page I. Creating Generic Resources J. Creating Material Resources K. Creating Cost Resources L. Creating a Budget Cost Resource M. Creating an Expense Cost Resource N. Sorting Resources in the Resource Sheet View O. Inserting New Resources in the Resource Sheet View P. Planning for Known Fixed Costs VII. Project Assignment Planning This module explains how to perform resource planning A. Understanding Assignments B. Using a Work Estimation Methodology C. Assigning Resources Using a Best Practice D. Assigning Resources to Tasks E. Using the Task Entry View F. Using the Assign Resources Dialog G. Understanding the Duration Equation H. Understanding Task Types I. Understanding the Peak and Assignment Units Fields J. Setting the Cost Rate Table K. Assigning Material Resources L. Assigning Cost Resources M. Using Expense Cost Resources N. Using Effort Driven Scheduling O. Using Non-Effort Driven Scheduling P. Replacing Resources Assigned to Tasks Q. Using the Team Planner View R. Leveling an Overallocated Resource in the Team Planner View S. Dragging Tasks in the Team Planner View T. Changing Schedule Information in the Team Planner View U. Understanding Resource Overallocation V. Locating Resource Overallocations W. Leveling Overallocated Resources X. Using a Leveling Methodology Y. Setting Leveling Options Z. Leveling an Overallocated Resource AA. Viewing Leveling Results BB. Clearing Leveling Results CC. Setting Task Priority Numbers DD. Leveling Resource Overallocations in a Task View EE. Understanding the Intricacies of Manually Scheduled Tasks

4 VIII. Project Execution This module explains how to execute a project using A. Understanding the Execution Process B. Rescheduling an Unstarted Project C. Viewing the Critical Path D. Working with Project Baselines E. Saving a Project Baseline F. Saving a Rolling Baseline G. Saving Over a Previous Baseline H. Viewing the Project Baseline I. Clearing the Project Baseline J. Using Additional Baselines K. Tracking Project Progress L. Entering Progress Using Percent Complete M. Entering Progress Using Actual Work and Remaining Work N. Entering Progress Using a Daily Timesheet O. Entering Progress for an Expense Cost Resource P. Specifying the Current Date or the Status Date Q. Rescheduling Uncompleted Work R. Rescheduling a Task S. Setting Tasks to Inactive T. Synchronizing with a SharePoint Tasks List U. Adding Fields to the Task Synchronization Process V. Reporting Progress Using a SharePoint Tasks List IX. Variance Analysis, Plan Revision, and Change Control This module explains how to analyze variance, revise a plan and use change control with Microsoft Project A. Understanding Variance B. Understanding Variance Types C. Calculating Variance D. Understanding Actual vs. Estimated Variance E. Analyzing Project Variance F. Analyzing Date Variance G. Analyzing Work Variance H. Analyzing Cost Variance I. Understanding Custom Views J. What Is A View? K. Creating a New Custom View Using a Four- Step Method L. Creating a Custom Table M. Creating a Custom Filter N. Creating a Custom Group O. Creating a New Custom View P. Creating a Combination View Q. Using the Organizer R. Copying Custom Objects S. Renaming and Deleting Custom Objects T. Revising a Project Plan U. Potential Problems with Revising a Plan V. Using a Change Control Process W. Inserting New Tasks in a Project X. Rebaselining Your Project Y. Backing Up an Original Baseline Z. Rebaselining the Entire Project AA. Baselining Only Selected Tasks BB. Rebaselining Only Unstarted Tasks CC. Rebaselining the Entire Project Using an Alternate Baseline DD. Viewing Multiple Baselines X. Project Reporting This module explains how to use basic project reporting A. Reporting in Microsoft Project 2010 B. Using Enhanced Copy and Paste C. Using the Timeline with the Gantt Chart View D. Adding a Task to the Timeline E. Formatting the Timeline View F. Adding Tasks Using the Contextual Format Ribbon G. Exporting the Timeline View H. Creating a New Table by Customizing an Existing Table I. Customizing an Existing Table and Creating a New Table J. Customizing a Table Using the Add New Column Feature K. Creating a New View by Customizing an Existing View L. Resetting a Default View and Table after Customization M. Formatting the Gantt Chart N. Using the Format Tools O. Using the Columns Tools P. Using the Bar Styles Tools Q. Using the Gantt Chart Style Tools R. Using the Show/Hide Tools S. Using the Drawing Tools

5 XI. Printing Views, Reports, and Visual Reports This module explains how to use advanced reporting techniques in A. More about Project Reporting B. Printing Views C. Using Page Setup D. Creating a Header or Footer E. Setting Print Options F. Printing Reports G. Understanding Report and View Interaction H. Understanding Report Definition I. Creating Custom Reports J. Creating Custom Monthly Calendar Reports K. Creating Custom Crosstab Reports L. Using Visual Reports M. Viewing a Visual Report N. Customizing a Microsoft Excel Visual Report O. Customizing a Microsoft Visio Visual Report P. Saving Local OLAP Cube Data Q. Creating Visual Report Templates R. Editing Visual Report Templates S. Managing Your Visual Report Templates XII. Project Closure This module explains how to closeout a project using A. Using Project Closure Methodologies B. Closing a Project C. Cancelling Unnecessary Tasks D. Marking Milestones as Complete E. Saving a Completed Project as a Template F. Creating a New Project from a Template G. Using the Compare Project Versions Tool XIII. Additional Exam Prep Topics This module explains additional topics required to pass the Exam. A. Understanding Custom Fields B. Defining Custom Fields Cancelling Unnecessary Tasks C. Defining a Free Entry Custom Field D. Defining a Custom Field with a Lookup Table E. Defining a Custom Field with a Formula F. Defining a Custom Field with Graphical Indicator G. Defining a Custom Outline Code H. Deleting a Custom Field or Outline Code I. Creating and Using a Master Project J. Setting External Dependencies K. Viewing the Critical Path in a Master Project L. Viewing Resource Assignment Information across Multiple Projects M. Attaching Documentation to a Project N. Linking a Document to a Task in a Project O. Inserting a Hyperlink in a Project P. Exporting a Microsoft Project File to Excel Q. Exporting a Project Image to another Application