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Microsoft 365 Project: Part 1
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Microsoft 365 Project: Part 1 teaches how to get started with successfully planning your projects using Microsoft’s project management tool.
Learn how to keep your projects on track, whether they’re large or small.
The five lessons teach about the basics of project management, along with how to set up a simple project, including how to configure the project calendar, tasks, resources, and more.
About This Course
Course Prerequisites
Course Overview
Course Objectives
How to Use This Book
Lesson 1: Starting a Project
TOPIC A: Project Management 101
Projects
Project Management
Project Management Processes
Project Management Knowledge Areas
Triple Constraint
Project Sponsors and Stakeholders
Activity 1-1: Project Management 101
TOPIC B: Navigate and Customize the Microsoft 365 Project Interface
The Start Screen
Methods for Creating New Projects
Gantt Chart View
The View Bar
The Project Interface
The Ribbon Interface
The Quick Access Toolbar
The Status Bar
The Timeline
Getting Help with Tell Me
Activity 1-2: Navigating and Customizing the Project Interface
TOPIC C: Add Tasks to a Project
Project Tasks
Manually Scheduled vs. Auto Scheduled Tasks
Task Information Dialog Box
Task Durations
Task Links
Inactivating Tasks
Activity 1-3: Adding Tasks to a Project
TOPIC D: Add Resources to a Project
Project Resources
Resource Sheet View
Resource Information Dialog Box
Types of Resources
Resource Pools
Activity 1-4: Adding Resources to a Project
TOPIC E: Save a Project
Places to Save Projects
Save Options
Activity 1-5: Saving a Project
Summary
Review Questions
Lesson 2: Working with Project Calendars
TOPIC A: Manage Project Time Frames
The Project Information Dialog Box
Project Start and Finish Dates
Current Date
Base Calendars
Activity 2-1: Managing Project Time Frames
TOPIC B: Change Working Time
The Change Working Time Dialog Box
The Legend
Working versus Non-working Times
Exceptions
Exception Recurrence
Activity 2-2: Changing the Working Time for a Project
Summary
Review Questions
Lesson 3: Working with Project Tasks
TOPIC A: Manage Project Tasks
Task Information Dialog Box
General Task Information
Task Predecessors
Resources to Accomplish Tasks
Advanced Task Information
Task Constraints
Task Notes
Activity 3-1: Managing Project Tasks
TOPIC B: Add Summary Tasks and Milestones
Summary Tasks and Subtasks
Project Summary Task
Outline Numbers
Task Milestones
Activity 3-2: Adding Summary Tasks and Milestones
Summary
Review Questions
Lesson 4: Working with Project Resources
TOPIC A: Manage Project Resources
Resource Information Dialog Box
General Resource Information
Resource Costs
Resource Notes
Activity 4-1: Managing Project Resources
TOPIC B: Allocate and Level Work Resources
Team Planner
Managing Unassigned Tasks
Resource Allocation and Overallocation
Leveling Resources
Changing and Removing Assigned Resources
Replacing Resources
Activity 4-2: Leveling Resources
Summary
Review Questions
Lesson 5: Delivering a Project Plan
TOPIC A: Print Project Views
Prepare a View for Printing
Printing Options
Activity 5-1: Printing a Project View
TOPIC B: Share Projects
Share Category of Backstage View
Sync with SharePoint
Emailing a Project
Activity 5-2: Sharing Projects
TOPIC C: Export Projects
Export Category of Backstage View
Exporting Options
Activity 5-3: Exporting a Project
Summary
Review Questions
Lesson Labs
Lesson 1
Lesson Lab 1-1
Lesson Lab 1-2
Lesson Lab 1-3
Lesson 2
Lesson Lab 2-1
Lesson 3
Lesson Lab 3-1
Lesson 4
Lesson Lab 4-1
Lesson 5
Lesson Lab 5-1
Course Wrap-Up
Post-Course Assessment
Course Summary
Next Steps
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
Index
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