Fully Customizable Courseware For Trainers

Microsoft 365 Project: Part 2

DOWNLOAD A FREE SAMPLE

Easily edit and rebrand as your own

$495.00

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

Dependencies

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

Baselines

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

Formulas

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

Summary

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

Paths

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

Lag

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

Summary

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

Summary

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

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 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

Appendices

Keyboard Shortcut Quick Reference Sheet

Glossary

Index

Everything you need to deliver amazing training

Each courseware title is a trainers' kit that comes with the following course components:

Instructor Guide

Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the ?student? version of the course you will be teaching.

Exercise Workbook

Velsoft offers an Exercise Workbook (also customizable) that is specific to the course you are offering. You can choose whether this is something you would like to present to your students.

Sample Files

Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

PowerPoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.

Fully Customizable

Make any changes you like including easily taking our branding off and replacing it with yours.

Unlimited Users

Train as many participants at your location as you like - forever!

Unlimited Printing Rights

Print-on-demand only what you need for as many participants with no limits.

No Annual Renewal Fees

One-off pricing. Never pay again to use the materials.

The Top 12 courses are:

Choose from 81 courses available in Articulate Storyline (.story) format.

  • Social Selling for Small Businesses
  • 10 Minute Presentation
  • Successfully Managing Change
  • Performance Management: Managing Employee Performance
  • Building Better Teams
  • Anger Management: Understanding Anger
  • Conflict Resolution: Getting Along in the Workplace
  • Hiring for Success: Behavioral Interviewing Techniques
  • Creating a Top Notch Talent Management Program
  • Conducting Effective Performance Reviews
  • Stress Management
  • Managing Customer Service
  • Closing the Generation Gap in the Workplace
  • Accounting Skills for the New Supervisor
  • Onboarding: The Essential Rules for a Successful Onboarding Program
  • Employee Recognition: Appreciating Your Workforce
  • Creativity In The Workplace
  • Diversity, Equity, and Inclusion
  • Unconscious Bias
  • Becoming Management Material
  • Coaching and Mentoring
  • Motivation Training: Motivating Your Workforce
  • The ABCs of Supervising Others
  • The Professional Supervisor
  • Delegation: The Art of Delegating Effectively
  • Team Building: Developing High Performance Teams
  • Meeting Management: The Art of Making Meetings Work
  • Leadership Skills for Supervisors
  • Managing Difficult Conversations
  • Giving Effective Feedback
  • Managing the Virtual Workplace
  • Managing Across Cultures
  • Women Leadership: Owning Your Strengths and Skills
  • Dealing With Difficult People
  • Vendor Management Essentials
  • How to Become a Leader with Integrity
  • Corrective Action
  • Project Management Principles and Performance Domains
  • Advanced Writing Skills
  • Public Speaking: Presentation Survival School
  • Emotional Intelligence
  • Communication Strategies
  • Critical Elements of Customer Service
  • Skills for the New Employee
  • Business Etiquette: Gaining that Extra Edge
  • Conquering Your Fear of Speaking in Public
  • Time Management
  • Business Writing That Works
  • Critical Thinking
  • Goal Setting
  • Personal Brand: Maximizing Personal Impact
  • Self Leadership
  • Managing Pressure and Maintaining Balance
  • Active Listening
  • Fostering Innovation
  • Delivering Dynamic Virtual Presentations
  • Entrepreneurship 101
  • Workplace Harassment: What It is and What to Do About It
  • Workplace Violence: How to Manage Anger and Violence in the Workplace
  • Lean Process Improvement
  • Employee Accountability
  • Disability Awareness: Working with People with Disabilities
  • Crisis Management
  • Strategic Planning
  • Continuous Improvement with Lean
  • Creating a Positive Work Environment
  • Developing a Safety Procedures Manual
  • Beyond Workplace Politics
  • Digital Transformation
  • GDPR Readiness: Creating a Data Privacy Plan
  • Cybersecurity Fundamentals
  • Respect In The Workplace
  • Advanced Skills for the Practical Trainer
  • Facilitation Skills
  • Survival Skills for the New Trainer
  • Using Activities to Make Training Fun
  • Developing a Training Needs Analysis
  • Measuring Training Results
  • Risk Management
  • Safety in the Workplace

Download a Free Sample

Your privacy is important to us. For more information, take a look at our Privacy Policy.