Project Planning (Microsoft Project)

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Course Outline

 

This practical course equips participants with the knowledge and skills to plan, schedule, monitor, and control projects using Microsoft Project. Participants will learn to develop project schedules, allocate resources, manage costs, track progress, and generate project reports.

1. Course Overview

  • Training format: Instructor-led training, demonstrations, practical exercises, and group project work

  • Target audience: Project managers, project coordinators, planners, engineers, team leaders, consultants, and aspiring project management professionals.

  • Prerequisites: Basic computer literacy and a general understanding of projects.

  • Software: Microsoft Project desktop application or another compatible version available to participants.

2. Course Objectives

By the end of the training, participants should be able to:

  1. Explain the principles of project planning and scheduling.

  2. Navigate the Microsoft Project interface and configure project settings.

  3. Develop a Work Breakdown Structure (WBS).

  4. Create project activities, durations, milestones, and dependencies.

  5. Build and optimize project schedules using Gantt charts.

  6. Assign resources and manage resource workloads.

  7. Estimate project costs and establish a cost baseline.

  8. Identify the critical path and analyze schedule risks.

  9. Track actual progress against the approved baseline.

  10. Generate professional project schedules and management reports.

3. Detailed Course Modules

Module 1: Fundamentals of Project Planning
  • Project planning concepts and terminology

  • Project life cycle and planning processes

  • Scope definition, deliverables, and objectives

  • Activity sequencing, duration estimation, and scheduling principles

  • Introduction to Microsoft Project

Review & Module Activity
 

Module 2: Getting Started with Microsoft Project

  • Microsoft Project interface, views, and ribbons

  • Creating and saving project files

  • Setting project start dates and calendars

  • Configuring working days, holidays, and working hours

  • Project information and scheduling options

Review & Module Activity
 

Module 3: Developing the Project Work Breakdown Structure

  • Defining project phases and work packages

  • Entering tasks and subtasks

  • Creating summary tasks and outlining activities

  • Setting task durations and milestones

  • Identifying project deliverables and dependencies

Review & Module Activity
 

Module 4: Project Scheduling and Gantt Charts

  • Understanding the Gantt Chart view

  • Establishing task dependencies: FS, SS, FF, and SF

  • Applying leads and lags

  • Identifying the critical path and critical activities

  • Using constraints, deadlines, and scheduling options

  • Reviewing and optimizing the project timeline

Review & Module Activity

 

Module 5: Resource Planning and Cost Management

  • Creating resource lists for people, equipment, and materials

  • Assigning resources to activities

  • Setting resource availability and work calendars

  • Identifying resource overallocation and resolving conflicts

  • Entering resource rates and task costs

  • Developing project budgets and cost baselines

Review & Module Activity

Module 6: Baselines, Progress Tracking, and Control

  • Saving and managing project baselines

  • Updating actual start and finish dates

  • Recording percentage completion and remaining work

  • Comparing planned and actual performance

  • Tracking schedule and cost variances

  • Introduction to Earned Value Management (EVM)

Review & Module Activity

Module 7: Reporting, Printing, and Project Communication

  • Creating project overview and progress reports

  • Using built-in visual reports and dashboards

  • Filtering, grouping, and sorting tasks

  • Formatting Gantt charts and timelines

  • Printing and exporting reports to PDF and Excel where supported

  • Communicating project status to stakeholders

Review & Module Activity
 

Module 8: Practical Project Planning Workshop

  • Develop a complete project plan using Microsoft Project

  • Build a WBS and define project activities

  • Link tasks and develop the project schedule

  • Assign resources and estimate costs

  • Identify the critical path and save the baseline

  • Update progress and produce a project status report

  • Present and review group project outputs

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