Project : Level 2

Course Description: Learn to create a baseline and track progress on an active project.  Students will also learn how to customize views and reports.


Table of Contents

Lesson 1: Setting the Plan

Creating a Baseline Plan

• Task 1A-1: Viewing summary information statistics
• Task 1A-2: Saving a baseline plan
• Task 1A-3: Viewing baseline statistics

Previewing a Baseline Report

• Task 1B-1: Previewing a baseline report

Clearing a Baseline

• Task 1C-1: Clearing a baseline plan

Lesson 2: Tracking Project Progress

Modifying the Environment for Tracking

• Task 2A-1: Applying the Tracking Gantt Chart
• Task 2A-2: Changing the current date

Entering Data for Completed Tasks

• Task 2B-1: Tracking a single task that started and finished on schedule
• Task 2B-2: Tracking multiple tasks that started and finished on schedule
• Task 2B-3: Tracking tasks that finished late

Entering Actual Data for Tasks in Progress

• Task 2C-1: Tracking tasks that are currently in progress
• Task 2C-2: Entering a percent complete for unfinished tasks
• Task 2C-3: Rescheduling uncompleted work
• Task 2C-3: Viewing progress in the Network Diagram

Lesson 3: Adjusting the Schedule

Adjusting the Schedule of Future Tasks

• Task 3A-1: Changing task duration
• Task 3A-2: Changing task constraints
• Task 3A-3: Using the Detail Gantt view

Setting and Displaying an Interim Plan

• Task 3B-1: Creating an interim-plan table
• Task 3B-2: Setting an interim plan
• Task 3B-3: Copying the Tracking Gantt Chart
• Task 3B-4: Customizing the Interim Tracking Gantt

Lesson 4: Adjusting Resource Schedules

Work-Hour Considerations

• Task 4A-1: Managing resource-driven scheduling
• Task 4A-2: Delaying resource work
• Task 4A-3: Managing tasks with a fixed duration
• Task 4A-4: Using percentages for resource allocations
• Task 4A-5: Assigning overtime and recording overtime pay

Customizing Resource Reports

• Task 4B-1: Observing the Who Does What When report
• Task 4B-2: Customizing a report

Lesson 5: Customizing the Microsoft Project Environment

Working with Views

• Task 5A-1: Customizing the Network Diagram
• Task 5A-2: Creating a table view
• Task 5A-3: Creating a combination view

Working with Toolbars and Macros

• Task 5B-1: Showing and hiding toolbars
• Task 5B-2: Creating a macro
• Task 5B-3: Assigning a macro to a toolbar
• Task 5B-4: Resetting a toolbar

Working with Global Settings

• Task 5C-1: Creating a global view and global calendar
• Task 5C-2: Deleting objects

Using the Options Dialog Box

• Task 5D-1: Changing default settings

Lesson 6: Working with Data in Other Applications

Importing Data

• Task 6A-1: Importing resource information from Microsoft Excel
• Task 6A-2: Viewing the imported data

Exporting Data

• Task 6B-1: Exporting project information to Microsoft Excel
• Optional Task 6B-2: Viewing the exported data

Copying Data Into Other Office Applications

• Optional Task 6C-1: Copying and pasting a Gantt Chart into a Microsoft Word document
• Optional Task 6C-2: Copying and pasting sheet information into a Microsoft Excel spreadsheet

Lesson 7: Working with Resource Pools and Consolidated Projects

Working with a Resource Pool

• Task 7A-1: Opening a resource pool
• Task 7A-2: Linking a project to a resource pool
• Task 7A-3: Updating the resource pool

Working with Subprojects and Master Projects

• Task 7B-1: Determining when to use a subproject
• Task 7B-2: Linking a subproject to a master project
• Task 7B-3: Linking tasks in a master project
• Task 7B-4: Adding a task to a master project
• Task 7B-5: Assigning resources
• Task 7B-6: Setting baselines for a master project

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