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Training at EIMicrosoft® Project 2000 - Core Course

There are many manuals available on Microsoft® Project that provide information on the tools capabilities and how to perform specific tasks, but it is quite difficult to find a manual or course that will provide you with a step-by-step methodology on "How do I use this tool to set up and track my project schedule". This course, developed and produced by Edwards Industries, does provide you with the step-by-step procedures for setting up, baselining, tracking and analyzing your project schedules. Scheduling and tracking resources as well as tracking financials are also included. You can even produce Earned Value based status outputs.

In this training course we go beyond teaching just properties, options, menu selections and the general capabilities of the tool. We provide a detailed step-by-step methodology (or process) for setting up a new project, entering project data, tracking project progress, analyzing project progress (including earned value), and generating reports to support the project analysis. This is done through a intense 2-day hands-on training program in an individualized training environment with small class sizes (12 students maximum) and each student working at their own assigned workstation using MS Project 2000.

This training is supported by a 300+ page full color manual, a laminated desktop reference as well as custom templates and macros, all developed and written by Edwards Industries based upon years of project management experience and use of Microsoft Project. See the course materials section of this page for more details on the training materials provided with this course. We will first introduce you to planning and scheduling by covering the basic techniques used in determining the major tasks and evaluation milestones required to develop a comprehensive and manageable schedule plan. This introduction will also provide an overview of the techniques for determining and setting up interdependencies between tasks, setting up internal and external project schedule constraints and the Edwards Industries internally refined BMPP™ (Big Monster Piece of Paper) methodology for planning project schedules. Once we have covered the introduction to scheduling (approximately 3-4 hours on day 1 of the course), the remainder of this 2-day training course will be spent using MS Project 2000 to set up, track and analyze project schedules.

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Title of Course:  Microsoft® Project 2000: A Scheduling Tool for Successfully Managing your Projects
Length of Course:  2 Days (7 1/2 Hours per day)
Course Prerequisite:  General Project Management & Good computer skills
R.E.P. Program #:  1918-MSP2KC
PMI PDU's:  15
COURSE AGENDA
 

Section 1: Introduction and Overview. This section, based on PMI® principles and doctrine, provides an introduction to project scheduling and techniques that are utilized to create a comprehensive and manageable project schedule. A history and types of schedules (Gantt, Network, etc.) used in industry will be discussed, along with the typical applications and the positive and negative aspects in using each type of schedule. This section also provides an introduction and overview to the Edwards Industries BMPP method for developing comprehensive work plan, defining and estimating task and milestones and determining the interdependencies and constraints of the tasks.Return to Course Sections

Section 2: Properties and Options. This section begins the use of Microsoft® Project. The MS Project property and option settings are discussed in detail. Each property and option is defined with an explanation of how MS Project reacts to the setting of the property or option. This section provides recommendations for the setting of each property and option.Return to Course Sections

Section 3: Templates and Calendars. This section defines the templates and calendars available in Project and provides insight on how and when to use these features. The uses of global and local templates are reviewed with discussions on defining and applying them. Custom scheduling templates, developed by Edwards Industries to support our PMI-based methodology, are presented and discussed. These templates, which are provided on media (floppy or CD) to each student taking the course, have been developed by Edwards Industries over many years of managing projects using MS Project to present schedule and status data to customers and senior management. Calendars are also discussed in this section of the course. The instructor demonstrates how to define, apply and maintain project "master" calendars, resource calendars, task calendars and special purpose calendars. A complete explanation of each type of calendar and recommendations on which types to use under different scheduling scenarios is provided.Return to Course Sections

Section 4: Setting up a New Project. In this section, a sample project will be introduced to the students. The students will begin to exercise the Edwards Industries methodology for using Microsoft Project. The students, working at their workstations, will follow along with the instructor and translate the information resulting from a planning session for our sample project into an MS Project schedule. The students will learn to begin to establish the schedule in MS Project by entering the properties and general project information into MS Project. Next the students will learn to define the resource pool in MS Project including defining the financial information and resources calendar information, including resource rates, rate increases, company holidays and shift work.Return to Course Sections

Section 5: Entering Project Data. While still following the methodology and following the lead of the instructor, the students will enter the tasks and milestones, including Level of Effort (LOE) tasks, for our sample project; the students will define the tasks, the task interdependencies and constraints in MS Project. In this section, the instructor will lead the students through assigning resources from the resource pool to the tasks and entering the "work" required to complete each task. Once the project task data and assignment data for our sample project is entered, the instructor will conduct discussions on how to read and understand the critical path and slack time (lag time) of the project. This is followed by an exercise on "resource leveling" to ensure that no resource is working more than their planned availability during the project. The section concludes with setting the baseline on the exercise project and a discussion of the tools that can assist in communicating the schedule.Return to Course Sections

Section 6: Tracking Project Progress. Now that the students have completed building and base lining the schedule for our sample project, ...THE SAMPLE PROJECT IS READY TO BEGIN... In this section, the students will learn to record the actual progress of project tasks and actual work schedule for project resources. Resource status information for our sample project, which is not executing according to plan, is presented to the class. The students use the status information to follow along with the instructor and record the task and resource status into MS Project. This section provides step-by-step instructions for recording the Actual Start, Percent Completion, and the Actual Work performed for the tasks of our sample project and also for recording sick and vacation time for project resources. Once the entry process is completed, the students will learn to examine the resource and task expenditures using the "Usage" views. The student will learn techniques for adjusting the resource leveling based on the actual progress that is entered and applying adjustments to project LOE tasks.Return to Course Sections

Section 7: Analyzing Project Progress. Now that the students have built a schedule and recorded status for a schedule, this section provides tools and techniques that can be utilized to analyze the status of the project. This analysis will be performed using (a) standard and custom views such as the various "Usage" views and the Project Statistics screen; (b) Using custom fields to calculate additional project metrics and linking the calculated data to graphical indicators to create "Stop-Light" charts; (c) Macros and procedures to extract static and time-phased data from MS Project for viewing, using or manipulating in MS Excel. Several examples and reports will be generated for the project schedule developed in sections 4, 5 and 6.Return to Course Sections

Section 8: Project Reports. An overview of the various "canned" reports available in MS Project will be discussed and demonstrated in this section. The custom report generator will also be discussed.

Section 9: Class Exercise. Now that the class has completed the entire process with the instructor, it is time to try it on their own. Section 9, allows each student to use the principles from the previous sections to build a schedule on their own with individual oversight and guidance from the instructors. Each student, working independently, will use MS Project and the step-by-step methodology to set up, create, baseline and communicate this new project schedule. Once the student has completed creating the schedule, the project status information for the third week into the project is provided. Using this status information, each student will update his/her schedule with the status and analyze the results.Return to Course Sections

Section 10: Supplemental Information on Microsoft Project. In this final section of the course, the class will review some of the lessons learned from the 2-days of training. The instructor will share with the class some of the nuances and anomalies in MS Project and how to avoid or work around them. Finally the course will discuss some of the additional benefits and features available in the next release Microsoft Project.Return to Course Sections