Microsoft Project in Business Situations: Tips from the Field

Microsoft Project in Business Situations: Tips from the Field

53mBeginner2022-09-06

Authors

Cindy Lewis

Cindy Lewis

Microsoft Certified Trainer, MVP, PMP, Author, Educator, and Speaker

Course details

If you’re new to project management and scheduling, or just looking to upskill for your current role, learning how to use Microsoft Project can help you manage some of the most common tactical problems facing your business. In this course, Microsoft MVP Cindy M. Lewis shows you how to get the most out of Microsoft Project to solve critical business situations, especially those where time and date restrictions apply.

Explore use cases of typical business hiccups that cause timing and scheduling constraints. Find out how to allocate a budget to a project phase, identify an over- or underbudget scenario, deploy single or multiple business target dates, modify a schedule to incorporate a major schedule delay, and generate an early warning for a major delivery task. Along the way, Cindy draws insights from her own experiences and shares techniques to help you improve time delivery.

Skills covered

Microsoft ProjectProject Management SoftwareProject ManagementBusiness Software and ToolsMicrosoftOne-Off

Concepts

Introduction

  • Add fixed business targets to Microsoft Project

Creating a Time Budget for a Phase

  • Set a task as auto or manually scheduled
  • Build a multilevel list
  • Set a time budget for a new phase
  • Set a time budget for an existing phase
  • Identify over and under budget situations

Building a Schedule with Finish Targets Up Front

  • Enable the project summary task
  • Work with forward and backward scheduling
  • Create milestone tasks
  • Build a schedule with a required start and finish date
  • Build a schedule with multiple intermediate dates
  • Identify missed targets and critical paths

Add an Early Warning to a Major Delivery Task

  • Difference between deadlines and constraints
  • Audit a schedule for unnecessary constraints
  • Build a major delivery task
  • Evaluate schedule risk during changes

Incorporate a Major Schedule Delay

  • Move an unbegun project
  • Move an unbegun task
  • Move a task in progress
  • Add tasks to represent a delay
  • Baseline revision best practices

Apply Techniques to Improve Time Delivery

  • Display critical tasks
  • Identify business critical tasks
  • Create and update effort-driven tasks
  • Split task delivery time
  • Use Start to Start and Finish to Finish links
  • Partial overlap links with lag and lead time
  • Ignore low-priority tasks

Conclusion

  • Next steps
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