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MS Project Fundamentals

Managing projects effectively requires more than just listing tasks and assigning deadlines. Teams need a structured system to organize schedules, allocate resources, monitor progress, and identify risks before they affect project delivery. Microsoft Project is one of the most widely used tools for project planning and tracking because it provides users with practical features for scheduling, resource management, reporting, and project monitoring in a single platform.
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This training program is designed for new and beginner users who want to learn the most practical and commonly used features of MS Project. Participants will learn how to build project schedules, assign resources, track execution, manage constraints, and create reports that support project visibility and decision-making.

Main Objectives

• Understand the core functions and interface of MS Project
• Create and organize project schedules using tasks and dependencies
• Assign and manage resources and project costs
• Monitor project execution using tracking and baseline tools
• Generate reports and visual timelines for project presentation and analysis

Who is this for

• Project coordinators and project support staff
• Team leaders and supervisors managing schedules
• Administrative personnel involved in project monitoring
• Engineers, planners, and operations personnel
• Beginners who want practical exposure to MS Project

Methodologies

• Hands-on workshop and guided exercises
• Scenario-based project scheduling activities

OUTLINE

Part 1.  Setting Up Projects

• Starting a Project
• Setting Start Date
• Entering Tasks
• Linking Tasks
• Manual Schedule vs Auto-Schedule
• Splitting, Deleting, and Moving Tasks
• Creating a Recurring Task

Part 2.  Managing Resources

• Entering Resources
• Identifying the 3 Types of Resources
• Assigning Resources to Tasks
• Other Resources and Assigning Costs
• Changing the Number of Material Resources Used per Task
• Showing Task Costs

Part 3.  Using Timeline View

• Understanding Milestones
• Showing the Timeline View
• Adding Phases (Summary Tasks) in the Timeline View
• Modifying Timeline Bar Colors
• Copying Timelines for Email or Presentation

Part 4.  Tracking Tasks

• Setting Baseline
• Modifying Task Progress
• Using Status Indicator to Monitor Task Progress
• Using the Tracking Gantt to Compare Baseline and Actual Execution
• Using the Tables View when Tracking
• Using Filters to Identify Schedule Problems
• Using Filters to Identify Cost Problems
• Working with Deadlines and Constraints

Part 5.  Working with Constraints and Overtime

• Setting Date Constraints
• Adding Deadlines
• Filtering Tasks with Constraints
• Adding and Managing Overtime Report

Part 6.  Creating Reports

• Using Built-In Reports
• Customizing Reports
• Editing Chart Elements
• Creating Own Reports

Part 7.  FAQs

• Creating S-Curves (with Help from Excel)
  • Basic S-Curve
  • Comparison S-Curves (Target vs Actual)
• Identifying Critical Tasks

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