Course Overview and Aim

This one day, bespoke practical “learning by doing” Microsoft Project course, can be tailoredmade to meet both business project management requirements as well as individual attendee’s learning needs.

Its flexible design can take new users with no prior knowledge or experience and enable them to become fully proficient in effectively creating and maintaining MS Project plans. In addition, this course can enhance and improve an existing MS Project user’s depth of knowledge and skill level, so they can use this tool even more effectively and efficiently in their “day to day” project management role.

All attendees, will also receive practical guidance on how to firstly set-up MS Project to best effect and secondly be given a proven quick standardised input methodology when creating and maintaining project tasks /plans.

Please also note, post course each attendee will receive copies of the practical files they used, and completed on the course, as permanent personal reference materials.


As a pre-requisite for attending this course, attendees must have a very good practical working knowledge of the primary Microsoft Office applications. Therefore the attendee should have attended as a minimum, courses up to MS Office Intermediate training level or have equivalent well advanced practical user experience, prior to attending this training course.

Also an understanding of Project Management and techniques.

Course Type

In-House, Expert Instructor led and guided.

Please note: Microsoft Project 2016 is used as the primary application during the course for demonstration purposes. However all training content is usable in Project 2010 and 2013.


1 day course – 9.00am to 5.00pm
It is recommend all attendees to aim to arrive, at least 15 mins, before the start of the course, to ensure all pre-course administration and set-up is completed in a timely manner.

Course Content

Setting-up MS Project for Success
Opening MS Project and the Backstage View
Project Information
Project Menu
View Bar
Setting up and using The Quick Access Toolbar
Tools – Options, review and default
Project Summary Task – Line Zero

How to Insert (Add) Columns and to reposition them
Practical 1 and Debrief

Introduction to the “Four Rights” successful planning methodology

The Order of Things
Application Options
Calendars / Calendar Options
Resource Details
Task Details

Calendars and Working Time
Project Options – Schedule
Base Calendar
Project Calendar
Resource Calendar
Task Calendar

Review Base Calendars and how to customise them

How to create new Base Calendars

How to transfer to Base Calendars to other plans

N.B. A Base Calendar including UK Bank Holidays (to 2020) is provided as part of course materials and a copy of the file containing this is given to all attendees to keep and use.

Practical 2 and Debrief

Resource Sheet View – how to complete
Adding Resource details including correct Base Calendar choice

Explanation of the different types of resources

Insert – New Resource from….
from your Contacts in Outlook
from Excel

Practical 3 and Debrief

Manual v Automatic Scheduling

Task Creation using the Details View to add and amend Task entries
Summary Tasks and Sub Tasks
Indent / Outdent
Creating Summary Tasks
Practical 4 and Debrief
Task Creation – Understanding and using the Task Information Dialog Box
Custom Fields
Milestones including Milestones and Timeline View
Understanding and managing Dependencies

Understanding and knowing when to use Constraints
Task Notes
How to create and use
Using task notes to link to other project documentation
Understanding and creating a Baseline

Understanding the basics of Slack or Float

Line Zero – Project Summary Task
Project Information details and Statistics
Adding additional column fields
e.g. Milestone, Successors
How to use, create and amend Custom Fields
Calendar View
Filters / Highlighting
Overallocation – how to spot and resolve
Using Resource Usage View
Practical 5 and Debrief

Timeline and Copy Timeline
Copy Picture
Review of MS Project reports
Save to PDF
Practical 5a and Debrief

Dynamically insert a Project Plan file(s) inside another to create an automatically updating
Master Plan
Arrange All on View Tab
Calendar View
Highlight and Filter
Working with other Views in Project

Practical Application

During the course, there are several topic based practical exercises which are used to apply and reinforce what has been previously learnt in that topic session.

In addition during the course, attendees will gain many context-based usability hints and tips provided, as well as in-course discussions on how to best apply in your role what has been learnt.