Tools
Printer-friendly versionPlanning and Scheduling Using MS Project
A two-day course that takes attendees through the entire process of developing a work breakdown structure, building a schedule, adding and leveling resources, and producing a budget. The course alternates between theory and practical implementation throughout the two days.
In response to many requests from our customers, SOMOS has created Planning and Scheduling Using MS Project. This course is ideal for new project managers who are looking for practical, hands-on training on building and maintaining MS Project schedules for their projects.
We took the planning and scheduling essentials from our flagship course Managing Projects Across the Organization and combined this with the hands-on scheduling tool training from our popular Introduction to MS Project course.
Attendees are taken through the entire process of developing a Work Breakdown Structure, building a Schedule, adding and leveling Resources, and producing a Budget. The course outline alternates between theory and practical implementation throughout the two days.
On completion of this course, students will have a clear understanding of how to plan and develop a Microsoft schedule for a project.
Planning and Scheduling Using MS Project will provide them with both an understanding of the rationale and methodology and the practical skills for better planning. They will have developed a project schedule for a sample project.
2 days | 14 PDUs
- Introduction
- Planning Approach
- The Role of the Scheduling Tool
- Setting up MS Project
- Developing the Work Breakdown Structure
- Entering the Activities
- Entering Precedences
- The Critical Path
- Refining the Schedule
- Adding Resources
- Leveling Resources
- Refining the Schedule
- Adding Fixed and Variable Costs
- Developing the Budget
- Looking at the Cost Baseline
- Setting the Baseline
- Exporting from MS Project
- Basic Reports
SOMOS experience has shown the optimal class size to be between 10 and 14 students. This enables adequate interaction between the participants and the instructor and time to perform the desktop work with MS Project.
- Course notes
- Exercise booklet
- MS Project Quick Reference Guide
- Managers who want a practical course in scheduling, and who do not require PMP certification
- Project Managers who must prepare their own MS Project Schedules
- New managers with limited project management experience
None
Advanced MS Project
A one-day workshop that follows-up on the Introduction to MS Project course. Attendees use MS Project to develop a project schedule according to the methodology presented in the introductory course.
This workshop provides attendees with advanced skills to succeed using the industry-standard scheduling tool Microsoft Project. Advanced MS Project is an ideal follow-on to the SOMOS Introduction to MS Project course. The workshop uses Microsoft Project as a tool to further the development of a project schedule according to the methodology presented in the Introduction to MS Project. Each attendee applies the principles and structure from the knowledge course to develop a Microsoft Project schedule for a project relevant to their work environment. Participants will take away project scheduling tools and templates that can be applied to their own projects.
Attendees of this workshop will learn advanced techniques of the industry-standard scheduling tool Microsoft Project. They will learn the program application, use, structure, syntax, as well as hints, techniques, limitations, and work-arounds.
1 day workshop | 7 PDUs
Managing Projects with Advanced Features
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Progress Reporting
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Change Management
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Resources - Advanced Features
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Filters and Sorting
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Grouping
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Tables
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Management Reporting
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Costing & Cost Reports
Advanced Gantt Charts & Network Diagrams
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Network Customization
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Gantt Customization
Advanced Microsoft Project Features
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Sub-Projects
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Resource Pool
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Customized WBS
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Import & Export
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Timescaled Data Export
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Custom Fields
- PERT Analysis Discussion
As this is a hands-on workshop, the class size is limited to a maximum of 10 students.
Course participants will be provided with the following course materials:
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Course notes
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Exercise booklet
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Project Managers
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Advanced Schedulers
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Functional staff who need project management tool knowledge
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Recent attendees of Introduction to MS Project
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Introduction to MS Project or other similar introductory MS Project course and/or
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Scheduling experience and hands-on experience with MS Project
This course is limited to a maximum of 10 students.
If you would like to discuss your organization's management development needs with a SOMOS account executive, please click here or call 613-592-5050 x229.
Refer to course code 1MSPA03 - Advanced MS Project
Introduction to MS Project
A one-day introduction to applying MS Project as taught in Managing Projects Across the Organization.
The Introduction to MS Project workshop provides attendees the basic skills to succeed using the industry-standard scheduling tool Microsoft Project. Using Microsoft Project to Manage Projects (Introduction) is an ideal follow-on to the SOMOS introductory project management course Managing Projects Across the Organization. The workshop uses Microsoft Project as a tool to develop a project schedule according to the methodology presented in Managing Projects Across the Organization. Each attendee applies the principles and structure from the knowledge course to develop a Microsoft Project schedule for a project relevant to their work environment. Participants will take away project scheduling tools and templates that can be applied to their own projects.
Attendees of this workshop will learn the basics of the industry-standard scheduling tool Microsoft Project. They will learn the program application, use, structure, syntax, as well as hints, techniques, limitations, and work-arounds.
1 day | 7 PDUs
Planning Projects
- Introduction to MS Project
- The Structure of MS Project
- Navigating MS Project
- Views
- Help Features
- Menu Bar
- Tool Bar
- Tabular Window
- Graphic Window
- Split Window
Defining the Work
- Basic Set-up
- Option Set-up
- Building the WBS
- Calendar
Developing the Gantt Chart & Network Diagram
- Activities
- Milestones
- Precedences
- Durations
- Critical Path
Calculating the Schedule
Assigning the Resources
- Optimizing the Schedule
- Resource - Time Trade-offs
Developing the Budget
Setting the Baseline
Other Hints and Techniques
- Size limitations
Printing and Formatting
The class size is limited to a maximum of 10 students as this is a hands-on workshop.
Course participants will be provided with the following course materials:
- Course notes
- Exercise booklet
-
New Project Managers
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New Schedulers
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Functional staff who need project management tool knowledge
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Recent attendees of Managing Projects Across the Organization
Basic scheduling experience or an introductory project management course is recommended.