ExecuTrain Course Outline

Managing and Tracking Projects

Description
This course will help students learn how to manage and track their projects by sorting and finding tasks or
resources in a project; using views, tables, details, groups, and filters to view project information; creating and
editing views, tables, groups and filters; working with custom fields and WBS code. Students will learn how to
shorten the critical path and manage the resources; manage and view cost information; and use the tracking
feature in MS Project; share information with other application and work with multiple files.

Prerequisites
 Understand how to create a Project plan and use resources with Project 2016

Who Should Take This Course?

Objectives
 Sort and find tasks or resources in a project.  Manage and view cost information.
 Use views, tables, details, groups, and filters to  Track the completion of tasks in your project.
view project information.  Share information with other application.
 Create and edit views, tables, groups, and  Work with resource pool and multiple project
filters. files.
 Work with custom fields and WBS code.  Build a Project Plan.
 Shorten the critical path of your project and
manage your project’s resources.

Outline
Sorting and Finding Tasks and Resources Using Resource Filters
Sorting Tasks or Resources Customizing Views, Tables, Groups and Filters
Performing a Predefined Sort Customizing Views
Permanently Renumbering Tasks Defining a New Single View
Performing a Customized Sort Defining a Combination View
Resetting the Sort Options Editing a View
Finding Tasks or Resources Creating a View Based on Another View
Introducing Views, Tables, Details, Groups, Customizing Tables
and Filters Defining a New Table
Working with Views Editing a Table
Using Task Views Using Custom Fields
Using Resource Views Creating a Table Based on Another Table
Working with Tables Working with Groups in Views
Using Task Tables Applying Groups to Views
Using Resource Tables Creating a Custom Group
Applying a Table Using Grouping with Filtering and Sorting
Working with Details Using Sorting with Grouping
Applying a Detail Using Filtering with Grouping
Working with Groups Customizing Filters
Using Task Groups Defining a New Filter
Using Resource Groups Editing a Filter
Working with Filters Creating a Filter Based on Another Filter
Using Task Filters Working with the Organizer

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Working with Custom Fields and WBS Codes Tracking Progress
Using Custom Fields Updating Tasks
Customizing Fields Updating Tasks as Scheduled
Creating a Value List Updating Tasks Manually
Defining Custom Formulas View Task Progress with Progress Lines
Customizing WBS Codes Tracking Actual Work and Actual Cost
Viewing Work Breakdown Structure Codes Tracking Actual Work
Creating Custom WBS Codes Tracking Actual Cost
Modifying a Task’s WBS Code Displaying the Baseline in the Gantt Chart
Renumbering the WBS Codes Sharing Information with Other Applications
Working with Your Schedule and Resources Copying Information to and from Project
Understanding Resource Scheduling Copying Project Information into Other
Displaying the Resource Management Applications
Toolbar Copying Information from Another Application
Shortening the Schedule into Project
Changing the Schedule by Changing Linking Information
Resources Linking an Object
Determining the Driving Resource Linking Data
Changing the Scheduling Method Importing and Exporting Information
Understanding Effort-Driven Scheduling Exporting Information to Another File Format
Understanding Task Types Exporting Information Using a Customized
Changing the Task Type Import/Export Map
Finding Overallocated Resources Importing Information from Another
Using the Resource Allocation View Application
Using the Task Usage View Working with Multiple Files
Using the Resource Usage View Using Resource Pool
Resolving Resource Conflicts Viewing Linked Project Files
Assigning a Resource Part-Time Combining Projects
Decreasing the Work Assigned Consolidating Projects with the New Window
Delaying a Resource Assignment Command
Setting Resource Availability Inserting a Project into Another Project
Scheduling Overtime Working with Project Links
Splitting Tasks Linking Tasks Between Projects
Assigning a Resource Contour Opening a Linked File
Leveling Resources How to Build a Project Plan
Changing the Priority of Tasks
Leveling Resources
Managing Costs
Assigning Rates and Costs
Creating a Rate Table
Applying a Rate Table to a Task Assignment
Assigning Fixed Costs
Saving the Baseline Plan
Saving the Baseline
Checking the Status of the Project
Making Changes to the Schedule
Adding Tasks to the Baseline Plan
Clearing the Baseline
Managing Cost Information
Viewing Cost Information
Viewing Overbudget Tasks
Reducing Costs

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