
Course Overview
The Project Essentials course is aimed at those who want to set up a basic project schedule with tasks and resources, set a baseline, record actuals and print a Gantt chart.
Detailed Course Content
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Create a new Project file
- Create a Project file from the Start menu
- Create a Project file from the Start screen
- Create a new file from Project
Save a Project file
- Save a new, previously unsaved Project file
- Save (update) previously saved project file
- Save your project file in a PDF format
- Save a copy of your project
- Save your new project file to the Desktop
Close & open existing Project files
- Close a project
- Find and open existing Project file
- Open recent project
Customise Quick Access Toolbar
- Move the Quick Access Toolbar
- Add common buttons to QAT
- Add other buttons to QAT
Work with Project views
- Display a full list of Project Views
- Change Project view from the View Bar
- Use a combination view
Work with Tables
- Display a full list of Tables
- Change the Table
- View current view / table selection
Set up your Project file
- Review start and finish times
- Set Hours and Days information
- Scheduling options
Modify the standard Project calendar
- Set standard working days and times
- Set standard non-working days and times
- Adding exceptions to the standard calendar
Add a new calendar
- Customise the standard calendar
- Create a new base calendar
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Enter tasks into Project
- Enter a list of individual tasks
- Insert Summary tasks
- Change a task to a summary task
- Change a task to a subtask
- Insert Milestones
Enter task durations
- Work duration units
- Enter a ‘work’ duration
Schedule a Project
- Set the project start date
- Enter task dependencies
- Auto schedule the project
Enter work resources
- Open the resource sheet
- Enter a work resource
- Change the number of resources available
- Change the resource calendar
Enter material resources
- Enter a resource
- Change the resource type
- Enter the material unit of measure
Assign resources
- Assign a work resource
- Assign a material resource
- Assign a cost resource
Create a Baseline
- Create a baseline
- View baseline information in the Project information window
- View baseline information in the task sheet view
- Add baseline information to the Gantt chart
Enter actual information
- Mark tasks on track
- Mark tasks as % complete from the task tab
- Enter actual information from the ‘Tracking’ table
Print from Project
- Preview print of your current view
- Select timeframe to print
- Change orientation
- Change paper size
- Change page margins
- Show legend on one page only
Printable course information
View Calendar
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Pre-requisites
- Basic computer experience, including keyboard and mouse skills
- Familiarity with Microsoft Windows
If you are not familiar with using a computer or Microsoft Windows, the course Introduction to computers, will give you the skills to take this Excel course.
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