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678-202-0640

M5927

Microsoft Office Project 2007, Managing Projects

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Microsoft Certified Technology Specialist

(MCTS): Managing Projects with Microsoft

Office Project 2007 M5927 70-632

Course Title: Microsoft Office Project 2007, Managing Projects

Course Code: M5927
Version: A
Level: 200
Duration: 3 Days

Course Overview

The Microsoft Office Project 2007, Managing Projects M5927 instructor-led training course has been designed to provide candidates with the necessary skills and knowledge required to build, maintain, and control well-formed project plans. This is the first course in the Microsoft Office Project 2007 Official Curriculum series and serves as the entry point for other Microsoft Official Curriculum (MOC) courses covering Microsoft Office Project 2007 and the Microsoft Enterprise Project Management (EPM) 2007 Solution.

Target Audience

Candidates who should consider attending the M5927 Microsoft training course includes both novice and experienced project managers and schedulers. These individuals are involved in or responsible for scheduling, estimating, coordinating, controlling, budgeting, and staffing of projects and supporting other users of Microsoft Office Project. A familiarity with key project management concepts and terminology is recommended as well as basic Windows navigation skills.

Course Objectives

On successfully completing the M5927 course candidates will be able to:
  • Get started with Microsoft Office Project 2007
  • Create and define projects
  • Work with estimates and dependencies
  • Work with deadlines, constraints, and task calendars
  • Work with resources
  • Predict behaviour by using task types and the scheduling formula
  • Customise and format Microsoft Project views
  • Analyse resource utilisation
  • Track progress
  • Create project reports that analyse project, resource, and task data
  • Manage multiple projects

Course Prerequisites

Candidates attending the M5927 Microsoft training course should have: experience using Microsoft Office Project to create project schedules, a fundamental knowledge of project management and experience with the Windows XP or Windows Vista operating system as well as Microsoft Office Excel 2003.

Testing and Certification

The M5927 Microsoft training course is the recommended preparation for the 70-632 TS: Microsoft Office Project 2007, Managing Projects exam.

Course Content

Module 1: Getting Started with Microsoft Office Project 2007

In this module candidates will learn about Microsoft Office Project 2007 and project management concepts. The module explains how to use the desktop interface and how to work with various file types and also illustrates how to receive help and advice while working with Office Project 2007.


Lessons:
  • Understanding the Nature of Projects
  • Discovering Project 2007
  • Understanding Project 2007 File Types
  • Navigating the Project 2007 Interface
  • Getting Help and Guidance
  • Configuring Options
After completing this module, candidates will be able to:
  • Describe the nature of projects
  • Demonstrate familiarity with Office Project 2007
  • Identify the different Office Project 2007 file types
  • Navigate the Office Project 2007 interface
  • Get help and guidance from within Office Project 2007
  • Understand configuration options

Module 2: Creating and Defining Projects

In this module candidates will learn how to create new projects, how to define appropriate options, and how to enter, organise, and outline the task list. The module also explores ways to import data from other sources and provides guidance on configuring the corporate calendar.


Lessons:
  • Creating and Saving Projects
  • Defining Properties and Options
  • Creating and Organising the Task List
  • Importing Data
  • Modifying and Applying Calendars
  • Setting Scheduling Options
Lab: Creating and Defining Projects
  • Entering Project and File Properties
  • Setting Appropriate Schedule Options
  • Setting Corporate Holidays
  • Importing Data from Office Excel
  • Update a Task List
  • Creating a Multilevel Outline
After completing this module, candidates will be able to:
  • Create and save projects
  • Define file properties and options
  • Create and organise the task list
  • Import data
  • Modify and apply calendars
  • Set schedule options

Module 3: Working with Estimates and Dependencies

In this module candidates will learn how to estimate tasks and how to generate a dynamic schedule by creating dependencies between tasks. Various linking and unlinking techniques will be explored in multiple views and link types will be modified to reflect real-world scenarios.


Lessons:
  • Entering Task Estimates
  • Using A PERT Analysis to Estimate Task Duration
  • Linking and Unlinking Tasks by Using the Gantt Chart View
  • Linking and Unlinking Tasks by Using the Network Diagram View
  • Adding Lag or Lead Time to a Linked Task
Lab: Working with Estimates and Dependencies
  • Entering a Duration or Work Estimate
  • Creating Links Between Tasks
  • Adding Lag or Lead Times
  • Displaying Links in Network Diagram View
After completing this module, candidates will be able to:
  • Enter task estimates
  • Use a PERT (Programme Evaluation and Review Technique) analysis to estimate task durations
  • Link and unlink tasks by using the Gantt Chart view
  • Link and unlink tasks by using the Network Diagram view
  • Add Lag or Lead-time to a linked task

Module 4: Working with Deadlines, Constraints, and Task Calendars

In this module candidates will learn how to incorporate restrictions in a schedule by using deadlines and constraints. Displaying, reading, and analysing the critical path will be discussed, along with how to use task drivers in the analysis. Task calendars will also be presented as a technique to get a schedule back in line with a deadline or constraint.


Lessons:
  • Introducing Deadlines, Constraints, and Task Calendars
  • Creating and Modifying Deadlines
  • Creating and Modifying Constraints
  • Creating and Modifying Task Calendars
  • Identifying Critical Tasks
  • Working with Task Driver
Lab: Working with Deadlines, Constraints, and Task Calendars
  • Displaying the Critical Path
  • Setting a Deadline
  • Setting a Constraint
  • Responding to Situations Triggered by Deadlines and Constraints
  • Creating and Apply a Task Calendar to Meet a Deadline
  • Finding and Removing Constraints in a Schedule
After completing this module, candidates will be able to:
  • Introduce deadlines, constraints, and task calendars
  • Create and modify deadlines
  • Create and modify constraints
  • Create and modify task calendars
  • Identify critical tasks
  • Work with Task Drivers

Module 5: Working With Resources

In this module candidates will learn about the various types of resources that are needed on a schedule, how to enter the resource list, and how to assign resources to tasks. Changes to the project team will be implemented by modifying resource assignments. Various types of costs will also be covered including resource costs, task costs, and project budgets.


Lessons:
  • Introducing Resources, Assignments, and Budgeting
  • Adding Resources to the Resource Sheet
  • Creating and Modifying Resource Assignments
  • Entering Project Budgets
Lab: Working with Resources
  • Adding Resources to the Resource Sheet View
  • Creating and Modifying Resource Assignments
  • Entering Project Costs and Project Budgets
After completing this module, candidates will be able to:
  • Describe resources, assignments, and budgeting
  • Add resources to the Resource Sheet view
  • Create and modify resource assignments
  • Understand the fundamentals of project budgets

Module 6: Predicting Behaviour by Using Task Types and the Scheduling Formula

In this module candidates will learn about the scheduling formula and the interaction between the variables duration, work, and units. The module also illustrates how recalculations occur when variables are changed and explains recommended procedures on changing task types and changing variables for various situations.


Lessons:
  • Using Task Types and the Scheduling Formula
  • Changing Variables and Predicting Behaviour
  • Applying Task Types to Produce Predictable Behaviour
  • Special Situations with Effort-Driven Scheduling
Lab: Understanding Task Types and the Scheduling Formula
  • Identifying the Fixed Variable in a Task and How It Affects the Scheduling Formula
  • Making Decisions about Task Type and Effort-Driven Settings
  • Predicting the Scheduling Formula When Changing Variables
After completing this module, candidates will be able to:
  • Use Task Types and the scheduling formula for effective calculations
  • Change variables and predict behaviour
  • Apply task types to produce predictable behaviour
  • Describe special situations within effort-driven scheduling

Module 7: Customising and Formatting

In this module candidates will learn how to format text, bars, and other screen elements. Custom objects will be created including templates, calendars, fields, tables, filters, groups, and views. This module also illustrates use of the Organiser to transfer custom objects to other files.


Lessons:
  • Formatting Screen Elements
  • Creating and Modifying Templates
  • Creating and Modifying Fields, Tables, and Formulas
  • Creating and Modifying Filters and Groups
  • Creating and Modifying Custom Views
Lab: Customising and Formatting
  • Modifying a Template to Include Corporate Standards
  • Creating Simple and Complex Custom Fields
  • Populating a New Table with Existing and Custom Fields
  • Developing a New Filter and Group
  • Moving an Object from a Project to the Global.mpp File
After completing this module, candidates will be able to:
  • Format screen elements
  • Create and modify templates
  • Create and modify templates
  • Create and modify filters and groups
  • Create and modify custom views

Module 8: Analysing Resource Utilisation

In this module candidates will learn techniques for manipulating views to display resource allocation and how to identify causes of resource overallocation. Various options for managing limited resources will be explored. In addition, several techniques for solving overallocated resources will be explained, including the levelling feature.


Lessons:
  • Introducing Resource Utilisation Concepts
  • Viewing Resource Assignments, Allocation, and Utilisation
  • Managing Resource Availability
  • Optimising and Levelling Resource Assignments
Lab: Analysing Resource Utilisation
  • Reading and Interpreting Resource Allocation Views
  • Changing Resource Availability and Interpreting Results
  • Identifying and Correcting Causes of Resource Overallocation
After completing this module, candidates will be able to:
  • Describe resource utilisation concepts
  • View resource assignments, allocation, and utilisation
  • Manage resource availability
  • Optimise and level resource assignments

Module 9: Tracking Progress

In this module candidates will learn how to manage updates to a schedule by saving baselines and tracking duration, work, and cost updates. Comparisons between expected and actual results will be illustrated with various views that display variance. The module also provides guidelines on how to troubleshoot a schedule and how to get a troubled schedule back on track.


Lessons:
  • Working with Baselines
  • Entering Duration Updates
  • Entering Work Updates
  • Entering Cost Updates
  • Discovering Variances
  • Troubleshooting and Getting Back on Track
Lab: Tracking Progress
  • Setting and Revising a Baseline
  • Entering Actual Results Updates for Tasks and Resources
  • Controlling Projects by Finding Variance and Suggesting Corrective Action
  • Applying Techniques to Shorten Duration, Reduce Work, and Reduce Cost
After completing this module, candidates will be able to:
  • Work with baselines
  • Enter duration updates
  • Enter work updates
  • Enter cost updates
  • Discover variances
  • Troubleshoot schedules and get back on track

Module 10: Creating Reports

In this module candidates will learn how to configure views for printing and how to generate standard and visual reports. Customisations to printouts and modifications to existing reports will also be covered and the module will explain how to export data and explore techniques for solving printing issues.


Lessons:
  • Selecting, Editing, and Creating Basic Reports
  • Configuring Print and Page Setup Options
  • Setting Options to Correct Printing Issues
  • Exporting Reporting Data
  • Creating and Modifying Visual Reports
Lab: Creating Reports
  • Applying Solutions to Various Printing Scenarios
  • Running Basic Reports That Summarise Data by Project, by Resource, by Task, or by Cost
  • Developing a New Basic Report
  • Exporting Data by Using a Custom Map to Merge with Data in an Existing Excel Spreadsheet
  • Running Visual Reports That Summarise Data by Project, by Resource, by Task, or by Cost
  • Developing a New Visual Report Template
After completing this module, candidates will be able to:
  • Select, edit, and create standard reports
  • Configure print and page setup options
  • Set options to correct printing issues
  • Export project data
  • Create and modify visual reports

Module 11: Managing Multiple Projects

In this module candidates will learn how to create and manage multiple projects. The module covers links and the critical path across multiple projects and also discusses how to create and use a shared resource pool and how to view resource allocation across multiple projects.


Lessons:
  • Introducing Management of Multiple Projects
  • Creating Master Projects
  • Creating Links between Projects
  • Calculating Single or Multiple Critical Paths
  • Saving and Opening Multiple Projects
  • Sharing Resources and Analysing Resource Utilisation Across Multiple Projects
Lab: Managing Multiple Projects
  • Inserting Subprojects into a Master Project
  • Creating Links across Projects and Managing Changes to Linked Tasks
  • Displaying the Critical Path in a Master Project
  • Creating and Sharing a Resource Pool
  • Reading and Interpreting Resource Usage across Multiple Projects
After completing this module, candidates will be able to:
  • Introduce management of multiple projects
  • Create master projects
  • Create links between projects
  • Calculate single or multiple critical paths
  • Save and open multiple projects
  • Share resources and analyse resource utilisation across multiple projects
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