Microsoft Project beginners and intermediate

Versions: This course can be run for all versions from 2007 to Office 365

On-site training

Training is scheduled monthly at our public training venue. However, we do on-site training for groups of 4 or more. This is often a very cost-effective option.


This course is an intensive two-day experience which covers the basic and intermediate features of MS Project, as well as the basic theory of Project Management.

Delegates are taken through the project life-cycle and shown which features of Microsoft Project to use at each phase in their project. One project is used throughout for continuity. Focus is placed on correctly defining tasks and related resources; tracking the project and reporting project results. Tips are also provided on effective electronic management of projects.

This course is process-driven, rather than features-driven, which will give the delegate a better understanding of projects as a whole, and how to use technology to improve the success rates of projects they are required to manage.


2 Days


The aim of this course is to provide the delegate with tools to create project plans from scratch – defining tasks and resources, and then tracking and reporting the project through the project life cycle.

Unit Standards

SAQA Unit Standard ID: 120385: Apply a range of project management tools and techniques

Who should attend?

This course would suit anyone working on a project and required to read or create Project Plans.

This course would also suit anyone who has worked as a project manager and needs to refine their skills on Microsoft Project.


Delegates should be able to use Microsoft Windows and basic functions in Office, e.g. to start an application, get help, and open, close, and save files. An intermediate to advanced working knowledge of Microsoft Excel would be preferred.

Module 1: Getting started on MS Project

  • Starting MS Project
  • Elements of the MS Project Screen
  • The Project Ribbon
  • The Help Facility

Module 2: Defining the Project Tasks

  • Creating a New Project
  • Project Summary Task
  • Calendars
  • Project Information
  • Entering Tasks
  • Entering Durations
  • Recurring Tasks
  • Milestone Tasks
  • Task Information
  • Project Files

Module 3: Defining Resources

  • The Resource Sheet
  • Viewing Resource Details
  • Assigning Resources to a Project Plan
  • Assigning Material to a Project Plan
  • Determining Over-Allocations
  • Resolving Over-Allocations

Module 4: Project Budgets and Cash Flows

  • Defining Fixed and Variable Costs
  • Calculating Costs per Task
  • Adding Calculated Columns
  • Printing Budget and Cash Flow Reports

Module 5: Understanding and Tweaking the Project

  • Project Views
  • Tables for the Gantt Chart
  • Timescales
  • Spell Check

Module 6: Working with Baselines

  • What are Baselines?
  • Saving a Baseline
  • Managing Multiple Baselines
  • Interim Plans

Module 7: Tracking Project Progress

  • Tracking Project Activities
  • Tracking Project Costs
  • Filtering, Grouping, Highlighting and Sorting Project Plans
  • Module 8: Communicating Project Plans and Reporting
  • Printing Views and Tables
  • MS Project Reports
  • MS Project Visual Reports
  • Sending Project Plans via E-mail
  • Exporting Project Data to Excel

Module 9: Additional Features

  • The Project post Mortem Meeting
  • Working with Templates
  • Formatting Project Plans
  • The Organizer
  • Consolidating Projects
  • Sharing Resources
  • Project Settings
  • Customising the Ribbon and Quick Access Toolbar

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