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Part 1: Overview and Configuration

Understanding Project Management

  • Why Use Project Portfolio Management?
  • Your Role in the Enterprise
  • Project Management Process Overview
  • Planning, Controlling, and Managing Projects

Introduction to the MS Project

  • Introduction to the various tool bars and their use
  • Create New Project
  • Set Non-Working Days
  • Set Project Options
  • Set the Project Calendar

Quick Tour

  • Getting Started
  • Selecting a Language
  • The Workspace
  • What Is a Layout?
  • Customizing Displays
  • Sample Layouts
  • Using Wizards

Setting User Preferences

  • Formatting Time Units
  • Formatting Dates
  • Setting View Currency and Symbols
  • Setting Mail Preferences
  • Implementing Wizards
  • Creating a Log of Tasks and Setting Startup, Group and Sort, and Column


  • Changing Your Password
  • Setting Profile and Spreadsheet Data Options
  • Setting Calculation Options for Resource and Role Assignments
  • Selecting Startup Filters

Part 2: Structuring Projects

Setting Up the Enterprise Project Structure

  • Enterprise Project Structure Overview
  • Setting Up the Enterprise Project Structure
  • Adding a New Project to the Enterprise Project Structure
  • Using Project Architect
  • Working with the Enterprise Project Structure
  • Defining Enterprise Project Structure Details

Setting Up the Organizational Breakdown Structure

  • The Enterprise OBS
  • Viewing an OBS
  • Setting Up an OBS
  • Editing OBS Elements

Defining Resources and Roles

  • Resources Overview
  • Viewing and Adding Resources
  • Defining Resource Shifts
  • Defining and Assigning Resource Codes and Values
  • Setting Up Roles
  • Assigning Roles to Resources
  • Defining Custom Resource Curves

Reviewing Work Breakdown Structures

  • The Enterprise WBS
  • Viewing a WBS
  • Grouping by WBS Path
  • Adding WBS Elements and Assigning Properties
  • Using WBS Milestones
  • Assigning WBS Category Values
  • Defining Earned Value Settings for Specific WBS Elements
  • Assigning Estimation Weights to WBS Elements

Defining Budgets

  • Top-Down Budgeting
  • Establishing Budgets
  • Establishing a Monthly Spending Plan
  • Tracking Budget Changes
  • Establishing Funding
  • Tracking and Analyzing Budgets

Establishing Project Codes

  • Defining and Assigning Project Codes
  • Grouping, Summarizing, and Filtering by Codes

Working with User-Defined Fields

  • Creating User-Defined Fields
  • Working with User-Defined Fields
  • Working with Indicators

Creating Calendars

  • Adding Calendars
  • Modifying Calendars

Part 3: Implementing the Schedule

Establishing Activity Codes

  • Creating Activity Codes and Values
  • Grouping and Summarizing by Codes

Working with Activities

  • Activities Overview
  • Adding Activities
  • Defining General Activity Information
  • Defining Schedule Information
  • Establishing Relationships
  • Displaying Activity Details for Assignments
  • Assigning Resources and Roles
  • Assigning Resource Curves to Resource or Role Assignments
  • Manually Planning Future Period Assignments
  • Assigning Activity Codes and Adding Expenses
  • Viewing Activity Feedback and Posting Resource Notes
  • Assigning Work Products and Documents
  • Creating and Assigning Activity Step Templates
  • Viewing Activity Summaries
  • Viewing Contract Manager Documents
  • Using Global Change

Working with Cost Accounts and Project Expenses

  • Cost Account and Expense Overview
  • Setting Up a Cost Account Structure
  • Adding Expenses and Entering Cost Information
  • Defining Expense Details
  • Analyzing Costs

Performing Top-Down Estimation

  • Performing Top-down Estimation
  • Applying Saved Top-Down Estimates To a Project

Part 4: Updating and Managing the Schedule

Managing Baselines

  • Creating and Maintaining Baselines
  • Assigning Baselines to Projects
  • Comparing Current and Baseline Schedules
  • Updating Baselines

Updating, Scheduling, and Leveling

  • The Update Process
  • Choosing a Method of Updating
  • Highlighting Activities for Updating
  • Updating Progress for Spotlighted Activities
  • Estimating Progress Automatically
  • Updating Using Timesheets
  • Updating Activities Manually
  • Interrupting Activity Progress
  • Applying Actuals
  • Storing Period Performance (Past Period Actuals)
  • Scheduling Projects
  • Leveling Resources
  • Recalculating Resource and Role Assignment Costs
  • Managing Resource Assignment

Summarizing Projects

  • Setting Summarization Options
  • Summarizing Project Data
  • Project Issues and Thresholds
  • Adding Issues
  • Assigning Tracking Layouts to Issues
  • Using the Issue Navigator
  • Adding Thresholds
  • Threshold Parameter Definitions
  • Monitoring Thresholds
  • Assigning Tracking Layouts to Thresholds/

Managing Risks

  • Adding Risks
  • Calculating Exposure Values
  • Calculating a Risk’s Impact
  • Creating and Deleting Risk Types
  • Customizing Risk Layouts

Maintaining a Project’s Document Library

  • Viewing a Document Library and Adding/Deleting Work Products and Documents
  • Specifying Document Location References
  • Assigning Work Products and Documents

Tracking Projects

  • Creating Tracking Layouts
  • Working with Tracking Layouts
  • Customizing Tracking Layouts
  • Grouping, Sorting, and Filtering Data in Tracking Layouts

Comparing Projects with Schedule Comparison

  • Schedule Comparison Overview
  • Comparing Projects/Baselines
  • Comparison Data

Creating and Using Reflections

  • Reflection Overview
  • Creating and Using Reflections
  • Reflection Guidelines

Checking Projects In and Out

  • Managing Remote Projects
  • Checking Out Projects
  • Checking In Projects

Part 5: Customizing Projects

Working with Layouts

  • Layout Types
  • Creating, Opening, and Saving Layouts
  • Exporting and Importing Layouts
  • Copying and Pasting Resource Spreadsheet Data to Microsoft Excel

Grouping, Sorting, and Filtering Data

  • Grouping Data
  • Sorting Data
  • Filtering Data

Customizing Layouts

  • Modifying Columns
  • Adjusting the Timescale
  • Formatting Gantt Charts
  • Formatting Activity Network Layouts
  • Modifying Resource and Activity Usage Profile Settings

Customizing Reports

  • Reports Overview
  • Opening Reports
  • Creating and Modifying Reports
  • Using the Report Editor
  • Adding Data Sources and Rows to Reports
  • Adding Text Cells to Reports
  • Sorting Report Data Sources
  • Customizing a Report with the Report Editor: an Example
  • Using Report Groups
  • Setting Up Batch Reports

Printing Layouts and Reports

  • Defining Page Settings
  • Previewing Layouts and Reports
  • Printing Layouts and Reports
  • Publishing Layouts and Reports in HTML Format

Publishing a Project On the Web

  • Project Web Site Overview
  • Publishing a Project Web Site
  • Customizing the Appearance of a Project Web Site
  • Publishing Activity and Tracking Layouts

Part 6: Importing and Exporting Data

Linking the Project Management and Contract Manager Modules

  • Linking the Project Management Module to Contract Manager
  • Linking a Project Management Project to a Contract Manager Project
  • Importing Contract Manager Data to a Project Management Module Project

Transferring Data to Other Project Management Module Users

  • Exporting Projects
  • Exporting Roles or Resources
  • Importing Projects
  • Importing Roles or Resources

Transferring Methodology Data

  • Exporting Methodologies
  • Exporting Roles or Resources
  • Importing Methodologies
  • Importing Projects as Methodologies
  • Importing Roles or Resources

Transferring Data Using Microsoft Project Files

  • Exporting Projects
  • Exporting Resources
  • Importing Projects from Microsoft Project
  • Importing Resources from Microsoft Project
  • Exporting Projects
  • Exporting Resources
  • Importing Projects from Microsoft Project
  • Importing Resources from Microsoft Project
  • Transferring Data Using Microsoft Excel Files
  • Exporting Project Data to Microsoft Excel
  • Updating Project Data in Microsoft Excel
  • Importing Projects from Microsoft Excel

Transferring Data between P3 and the Project Management Module

  • Exporting Projects to P3 3x
  • Importing P3 3x Projects to the Project Management Module

20-hour course

From the course
  • Learn to define and describe common terminology, manage projects faster while using fewer resources
  • Avoid common mistakes in managing projects and learn the many tricks of the trade
  • Apply International Project Management Standards from PMI® (the PMBOK® Guide) to real-world situations
  • Study PMBOK® Guides Five Process Groups, Ten Knowledge Areas, And The Area Of Professional and Social Responsibility
  • Gain skills needed to pass the PMI®s Project Management Professional (PMP) Certification Exam
  • Prepare for PMP /CAPM exams and master test-taking techniques
  • Learn PMBOK® Guide terms, definitions, and processes
  • Practice styles and types of questions modelled on PMP/CAPM exams
From the course
  • 35 PDUs Certificate
  • 8 Full-Length Mock Exams featuring 1200 practice questions
  • Knowledge Area Questionnaire featuring 400 questions on the 10 Knowledge Areas
  • PMP Exam Blue print (PMP Exam Application steps and procedure)
  • PMP Math Formula with examples
  • PMP Exam Tips and Techniques
  • Ready to use Free Project Management Templates
  • Downloadable Courseware e-book (please carry laptop/tablet to refer during class)
  • PMP Exam Application assistance (Assistance with PMI® Registration, PMI® Membership, & PMI® Application procedure)
  • End-to-end support via phone, mail, and chat

PMP, PMI, PMBOK is a registered mark of the Project Management Institute, Inc.