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Microsoft 365 Project: Part 2


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This course builds on what was learned in Microsoft 365 Project: Part 1, which taught how to get started with successfully planning projects using Microsoft’s project management tool.

Part 2 prepares learners to use advanced features, including task management, timelines, earned value calculation, custom reports, and custom views.

Topics covered include: linking projects, working with custom fields, updating project work, managing critical paths, creating custom views, formatting timeline views, using existing reports, creating custom reports, exporting visual reports, and more.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Managing the Project Environment

TOPIC A: Link Projects

Linked Projects

Master Projects and Subprojects

Insert Subproject Options


Task Links Between Projects

Activity 1-1: Linking Projects

TOPIC B: Create and Use Resource Pools

Starting a Resource Pool

Linking a Project to the Pool

Creating a Resource Pool from Multiple Projects

Unlinking a Project from a Resource Pool

Updating a Resource Pool

Viewing Resource Availability Across Projects

Activity 1-2: Creating and Using Resource Pools

TOPIC C: Baseline a Project


Setting a Baseline

Updating a Baseline

Clearing a Baseline

Viewing Variance with Baselines

Activity 1-3: Baselining a Project

TOPIC D: Work with Custom Fields

Custom Fields

Adding Custom Fields

Lookup Tables


Graphical Indicators

Custom Field Options

Viewing Custom Fields

Activity 1-4: Working with Custom Fields

TOPIC E: Change Project Options

The Backstage View

General Project Options

Display Project Options

Schedule Project Options

Proofing Project Options

Save Project Options

Language Project Options

Advanced Project Options

Customizing the Ribbon

Customizing the Quick Access Toolbar

Security Project Options

Activity 1-5: Changing Project Options


Review Questions

Lesson 2: Managing Task Structures

TOPIC A: Change a Task List

Schedule Options

Inserting Tasks

Insert Tasks Options

Splitting Tasks

Deleting Tasks

Moving Tasks

Unlinking and Relinking Tasks

Task Inspector

Task Path

Using the Task Form

Activity 2-1: Changing a Task List

TOPIC B: Create a Network Diagram

Network Diagramming

Network Diagram View

Task Nodes

Adding Nodes and Links

Milestones and Summary Nodes


Activity 2-2: Creating a Network Diagram

TOPIC C: Manage the Critical Path

Critical Path

Viewing the Critical Path

Float (Slack)

Activity 2-3: Managing the Critical Path

TOPIC D: Use Lag and Lead



Activity 2-4: Adding Lag and Lead Time

TOPIC E: Update Project Work

Setting the Status Date

% Complete versus Physical % Complete

Marking Tasks on Track

Using the Update Tasks Dialog Box

Updating Work Completed

Using the Update Project Dialog Box

Rescheduling Uncompleted Work

Activity 2-5: Updating Project Work

TOPIC F: Analyze Earned Value

Earned Value

Changing the Earned Value Method

Preparing to Use Earned Value

Earned Value Report

Earned Value Tables

Activity 2-6: Analyzing Earned Value


Review Questions

Lesson 3: Generating Project Views

TOPIC A: Use View Commands

Sorting Data

Outlining Data

Highlighting Data

Filtering Data

Grouping Data

Table Views

Activity 3-1: Using View Commands

TOPIC B: Use Existing Views

Default Views

More Views

Activity 3-2: Using Existing Views

TOPIC C: Create Custom Views

New Views

Define New View Dialog Box

Single View

Combination View

Editing Views

Copying Views

The Organizer

Format Views

Activity 3-3: Creating Custom Views

TOPIC D: Format and Share the Timeline View

Timeline View

Adding and Removing Tasks

Creating Multiple Timelines

Formatting the Timeline

Sharing the Timeline

Activity 3-4: Formatting and Sharing the Timeline


Review Questions

Lesson 4: Producing Project Reports

TOPIC A: Use Existing Reports

Dashboard Reports

Resource Reports

Cost Reports

In Progress Reports

Activity 4-1: Using Existing Reports

TOPIC B: Create Custom Reports

Creating a New Report

Report Design Commands

Chart Design Commands

Chart Format Commands

Chart Types

Chart Quick Commands

Table Design Commands

Table Layout Commands

The Field List

Field List Options

Hyperlinks in Reports

Images in Reports

Activity 4-2: Creating Custom Reports

TOPIC C: Export Visual Reports

Visual Reports

Excel PivotCharts

Visio PivotDiagrams

Visual Reports Dialog Box Options

Activity 4-3: Exporting Visual Reports


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 Lab 2-2

Lesson Lab 2-3

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet



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