Presentation Style:  Tutor-led Classroom Training Course
Duration: 1 Day
Course Time: 09:30 - 16:30hrs
Course Location: Northampton
Cost: Public Courses: £325 +VAT per delegate (call for group discounts)
Closed Courses: please enquire

What will you learn on this Microsoft Project Training Course?

This one day, bespoke practical Microsoft Project course, can be tailored-made 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 courses up to MS Office Intermediate training level or have equivalent well advanced practical user experience, prior to attending this training course.

Course Content

Module 1 - Introducing MS Project and Initial Set-up
  • 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
Module 2 – Starting to use MS Project
  • 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
  • Calendars, 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
Module 3 - Resources
  • 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
Module 4 – Scheduling and Task Creation
  • 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
  • General
  • Predecessors
  • Resources
  • Advanced
  • Notes
  • 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
Module 5 - Reviewing Your Project Plan
  • 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
Module 6 - Reporting / Reports
  • Timeline and Copy Timeline
  • Copy Picture
  • Review of MS Project reports
  • Save to PDF
  • Practical 5a and Debrief
Module 7 - Other Useful Features of Note
  • 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 topics based practical exercises which are used to apply and reinforce what has been previously learnt in that topic session.

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

Additional Information

  • Buffet lunch included and free parking (only for courses held at Paradise Training Centre, Northampton)
  • Joining instructions will be sent prior to attending the course