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Microsoft Project 365 Advanced Series

Use the Advanced Skills of Project
Preview the first lesson free — get full access to all 40 lessons.
Course: On-Demand
Advanced Provider Elissa Smith  9 chapters ·  40 Lessons ·  1h 42m  in Arabic, German, English, Spanish, French, Portuguese, Chinese 

Course Description

Microsoft Project provides powerful project management capabilities for planning, prioritizing, and managing projects and project portfolio investments. It can be used by administrators, portfolio managers and viewers, project and resource managers, and team leads and members. Microsoft Project remains an industry standard Project Management solution used for decades, around the globe.

This course continues your journey in understanding many advanced features within Microsoft Project. You will learn how to effectively turn on and format project tracking tools like Progress Lines and create custom fields for personalized tracking options. You will also learn to create subprojects within a Master Project file to visually see and track many projects in one view. By the end of this course, you will be able to turn on and format Progress Lines in your Gantt Chart view. You will also be able create Master Projects and manage linked subprojects. Additionally, you will be able to create, edit, and save custom fields and views within the Project application and then share those views and fields with other new projects that you create. Finally, you will become proficient at changing Project application defaults and how to import and export data in and out of the Microsoft Project application. This course will allow you to deepen your understanding of the rich and powerful tools available within this project management application.

Learning Objectives:

What You'll Learn

  • Turn on, format, and edit Progress Lines in the Gantt Chart view, including lines based on the current date, a status date, and custom recurring intervals
  • Set currency defaults and enter, apply, and view costs at the resource and task levels using cost tables and fixed costs
  • Create Master Projects by inserting subprojects, set read-only subprojects, and manage or unlink subprojects from within the Master Project
  • Create, edit, save, and share custom fields and custom views across Project files, including lookup lists, formulas, and combination views
  • Set up Earned Value analysis and generate Earned Value reports, table data, and resource tables
  • Import Excel data into Project, export Excel data out of Project, and update Project application defaults for scheduling, formatting, and the user interface

Key Takeaways

  • Microsoft Project is an industry standard project management solution used for planning, prioritizing, and managing projects and project portfolio investments, suited to administrators, portfolio managers and viewers, project and resource managers, and team leads and members.
  • This advanced course builds on prior knowledge to cover advanced features such as Progress Lines, custom fields, and managing subprojects within a Master Project file.
  • Learners can create a Compare Projects report, use the compare view and analysis, and save the comparison report as a separate project file.
  • Custom views and fields can be created, edited, saved, and shared with other projects, including copying views to the Organizer for reuse.
  • The course covers changing Project application defaults and importing and exporting data in and out of the Microsoft Project application.

Frequently Asked Questions

Who is this course for?

It is designed for users who want to deepen their understanding of advanced Microsoft Project features. Microsoft Project itself can be used by administrators, portfolio managers and viewers, project and resource managers, and team leads and members.

What advanced features does this course cover?

It covers turning on and formatting Progress Lines in the Gantt Chart, setting currency defaults and managing costs, creating Master Projects with linked subprojects, building Compare Projects reports, creating and sharing custom fields and views, setting up Earned Value analysis and reports, and importing and exporting Excel data.

What will I be able to do by the end of the course?

You will be able to turn on and format Progress Lines in your Gantt Chart view, create Master Projects and manage linked subprojects, create, edit, and save custom fields and views and share them with other projects, change Project application defaults, and import and export data in and out of Microsoft Project.

Is this a beginner course?

No. This course continues your journey in understanding many advanced features within Microsoft Project, building on earlier knowledge of the application.

Does the course cover working with costs and Earned Value?

Yes. It covers setting currency defaults, entering costs at the resource and task levels, applying fixed costs, viewing costs with tasks and overall, applying and viewing cost tables, and setting up Earned Value analysis with Earned Value reports and table data.