Project 2016 - Advanced

Project 2016 - Advanced

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(Course eligible for SATVs)

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This course aims to take the learner to more advanced levels of Microsoft Project. It covers a diverse range of topics including working simultaneously on multiple projects, sharing resources between several projects, downsizing very large projects, using templates, and automating operations with VBA.

  • Understanding Custom Fields
  • Creating Custom Fields
  • Inserting Custom Fields
  • Creating a Formula in a Custom Field
  • Modifying a Formula
  • Testing a Formula
  • Understanding Graphical Indicator Custom Fields
  • Creating Graphical Indicator Custom Fields
  • Creating a Lookup Custom Field
  • Creating an Outline Code Mask
  • Entering Lookup Table Values
  • Using a Lookup Table
  • Understanding WBS Codes
  • Creating WBS Codes
  • Altering Tasks with Custom WBS Codes
  • Renumbering WBS Codes
  • Editing Custom WBS Code
  • Preparing for the Custom View
  • Creating a Custom Filter for the View
  • Creating a Custom Group for the View
  • Creating a Custom Table for the View
  • Creating the Custom View
  • Removing a Custom View and Its Components
  • Understanding Graphical Reports
  • How Graphical Reports Work
  • Running a Report
  • Formatting Chart Objects
  • Manipulating Report Data
  • Filtering Report Data
  • Cloning an Existing Report
  • Creating a New Report
  • Enhancing Report Appearance
  • Making Reports Global
  • Removing Unwanted Reports
  • Understanding Visual Reports
  • Understanding Excel Visual Reports
  • Creating a Visual Report from a Template
  • Choosing Fields to Display in a Visual Report
  • Changing the X Axis Categories
  • Filtering a Visual Report
  • Formatting a Visual Report
  • Saving a Visual Report as a Template
  • Using a Custom Visual Report Template 
  • Understanding Project Templates
  • Examining the Templates
  • Saving a Project as a Template
  • Using a Custom Project Template
  • Specifying the Personal Templates Folder
  • Using the Personal Template Folder
  • Modifying a Template 
  • Understanding the Global Template
  • Organizing the Global Template
  • Applying a Newly Organised Item
  • Removing Items from the Global Template 
  • Understanding Linked Projects
  • Combining Projects
  • Viewing a Combined Project
  • Printing from a Combined Project
  • Setting a Combined Project Start Date
  • Changing Data in a Combined Project
  • Saving and Closing a Combined Project
  • Using Only the Combined Project File
  • Using Only Sub-project Files
  • Inserting Sub-projects
  • Breaking Sub-project Links
  • Creating a Read Only Sub-project
  • Inserting Task Links
  • Creating a Summary Milestone
  • Understanding Resource Sharing
  • Creating a Common Resource Pool
  • Linking to an External Pool
  • Linking a New Project File to the Pool
  • Assigning Resources from the Pool
  • Working with Shared Resources
  • Checking for Resource Links
  • Managing Shared Resources
  • Opening Shared Resource Projects
  • Opening the Resource Pool Only
  • Assembling a Resource Master
  • Working with a Resource Master 
  • Understanding Project Downsizing
  • Creating the Resource File
  • Creating Smaller Projects
  • Linking Sub-projects to Resources
  • Preparing for the Master Project
  • Creating the Downsized Master File
  • Setting Project Links
  • Finalizing the Master 
  • Understanding Working with Applications
  • Copying a Gantt Chart Image
  • Copying Table Dat
  • Copying to Microsoft Excel
  • Linking to Microsoft Excel
  • Exporting to Microsoft Excel
  • Exporting to Excel Using a Map
  • Importing Data from Excel 
  • Understanding Collaboration Options
  • Adding a Contact as a Resource
  • Working with a Contact Resource
  • Syncing Tasks with SharePoint
  • Working with a Synced Task List 

This Course assumes a good understanding of creating projects, scheduling, and over allocation problem-solving. It is also necessary to have a general understanding of personal computers and the Windows operating system environment especially in regard to file management and file handling.

Key Participants Benefit

At the completion of this course you should be able to:

  • Create and work with several types of custom fields
  • Create and work with WBS Codes
  • Create a custom view with a custom filter, group and table
  • Run and modify standard graphical reports as well as create your own custom reports
  • Create and work with visual reports
  • Work with and create project templates
  • Work with and link multiple projects in Project
  • Create shared resources for use amongst multiple projects
  • Downsize large project files into more manageable entities
  • Export project data to other applications
  • Collaborate on projects with others using Skype for Business and SharePoint
  • Create VBA macros to automate operations in a project file

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