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Microsoft Office Project 2007, Managing Projects

Course Number: 5927A

Course Length: 3 Days

Course Overview
This three-day instructor-led course provides students with the knowledge and skills to build, maintain,
and control well-formed project plans.
This is the first course in the Microsoft Office Project 2007 Official Curriculum series and serves as the
entry point for other Microsoft Official Curriculum (MOC) courses covering Microsoft Office Project
2007 and the Microsoft Enterprise Project Management (EPM) 2007 Solution.

Experience using Microsoft Office Project to create project schedules
Fundamental knowledge of project management
Experience with the Windows XP or Windows Vista operating system
Experience with Microsoft Office Excel 2003

This course is intended for both novice and experienced project managers and schedulers. These
individuals are involved in or responsible for scheduling, estimating, coordinating, controlling, budgeting,
and staffing of projects and supporting other users of Microsoft Office Project. A familiarity with key
project management concepts and terminology is recommended as well as basic Windows navigation

Course Outline
Course Introduction


Course Introduction
Module 01 - Getting Started with Project 2007
Getting Started with Project 2007
What Is Project Management?
Project Management Process Groups
New Features in Project 2007
Enhanced Features in Project 2007
Professional Menu Commands not available in Standard Editions of Project 2007
Data Types Used by Project 2007
Project 2007 File Types
The Purpose and Use of the Global.mpt
What Are Views and Tables?


Demo - Navigation
Considerations for Using the Project Guide
Guidelines for Configuring Options
Demo - Help
Demo - Views
Module 01 Review
Module 02 - Creating and Defining Projects

1h 19m

Creating and Defining Projects

The Process of Creating New Projects
Demo - Save
Ramifications for Choosing the Schedule From Date
Demo - Calendar
What Is Change Highlighting?
What Is a Milestone?
What Is the Purpose of Work Breakdown Structure Codes?
Guidelines for Creating a Well-Formed Outline
The Process of Importing Data
Guidelines of Importing Data
Demo - Import
What Is the Standard Project Calendar?
Guidelines for Setting Calendar Options
What Is an Assignment Unit?
What Is Effort Driven and How Does It Work?
Demo - Task List
Demo - Outline
Demo - WBS
Module 02 Review
Module 03 - Working with Estimates and Dependencies
Working with Estimates and Dependencies
What Is Estimating and What Is Its Relationship to Scheduling?
What Is the Scheduling Formula?
Guidelines for Choosing Estimating Methods Based on Defined Scenarios
Demo - Estimates
Project, Evaluation, and Review Technique (PERT Analysis)
What Is PERT Analysis?
PERT Analysis Example
What Are Optimistic, Expected, and Pessimistic Duration Estimates?
PERT - Procedure Reference
Considerations in Using PERT Analysis
Demo - PERT
What Are Dependencies?
Task Dependencies'
Task Dependencies delay

1h 18m

What Impact Do Dependencies Have on the Overall Project Schedule?

Demo - LINK
Guidelines for Creating a Complete Network
Considerations for Adding Lag or Lead Time
Demo - LAG
Module 03 Review
Module 04 - Working with Deadlines, Constraints, and Task Calendars


Working with Deadlines, Constraints, and Task Calendars

What Are Deadlines and Constraints?
Demo - Deadline
What Are Task Calendars?
Considerations for Using Deadlines
What Are the Eight Constraint Types?
The Effect of Constraints on the Project Schedule
Considerations for Using Constraints
Demo - Constraint Table
Considerations for Using Task Calendars
Demo - Calendar
What Is the Critical Path Method?
What Is a Critical Task?
What Is a Noncontinuous Critical Path?
Demo - Critical
What Are Task Drivers?
Demo - Drivers
Module 04 Review
Module 05 - Working With Resources
Working With Resources
What Is a Resource?
What Are the Types of Resources?
Generic Resources
What Are Fixed and Variable Costs?
How Cost Estimates and Project Budgets are Captured in the Project Schedule
Setting General Options for Automatically Adding New Resources and Tasks
Setting General Options for Default Standard and Overtime Rates
The Organizational Breakdown Structure
What Are Maximum Units?
Considerations for Reducing Maximum Units and Its Impact on Past Assignments
Considerations When Assigning Resources
What Are Project Budgets and How Are They Used?
Considerations When Tracking Project-Related Budgets
Demo - Resource
Demo - Part Time
Module 05 Review


Module 06 - Predicting Behavior by Using Task Types & the Scheduling Formula


Predicting Behavior by Using Task Types and the Scheduling Formula

What Is the Scheduling Formula?
What Are Task Types?
Guidelines for Effective Calculations
How Project Decides Which Variable to Calculate
Guidelines for Minimizing Errors When Changing Variables
Guidelines for Changing Both a Task Type and a Variable
Deciding Which Variable Should Be Fixed
Using the Effort Driven Option to Manage Fixed Duration or Fixed Units
Demo - Variables
Module 06 Review
Module 07 - Customizing and Formatting
Customizing and Formatting
Reasons to Create Customized Tables and Views
What Are Objects and Elements?
Formatting: How to Format Gridlines
Demo - Formatting
Demo - Time Scale
Format Layout Links and Bars
Formatting Screen Elements
Demo - Gridlines
Demo - Ghantt Wizard
Guidelines for Creating Templates
How to Create a New Template
How to Create a New Template from an Existing Project Plan
How to Modify an Existing Template
Demo - Tables
What Are Fields and Tables?
How to Display or Hide Fields in Tables
How to Copy a Table and Modify a List of Fields
How to Create a New Table
Demo - Filters
How Formulas Are Created
How to Create a Formula
What Are Filters and Groups?
Guidelines for Creating Filters
Guidelines for Creating Groups
How to Create a New Filter
How to Create a New Group
Demo - Organizer
Considerations Before Changing Objects and Screen Elements in an Existing View
How to Copy a View and Make Screen Element Changes

1h 40m

How to Copy a View and Make Object Changes

How to Create New Views that Appear on the View Bar and View Menu
What Is the Organizer?
How to Copy an Object from One Open File to Another Open File
How to Copy an Object from One Open File to the Global.mpt
Demo - Template
Module 07 Review
Module 08 - Analyzing Resource Utilization


Analyzing Resource Utilization

How Resource Availability Is Used When Making an Assignment
What Is an Overallocated Resource?
Guidelines When Considering Resource Availability
Demo - Resource Views
How Resources Become Overallocated
Demo - Assignments
Scenarios for Setting Alternate Resource Availability
How Maximum Units and Assignment Units Affect Resource Availability
How a Resource Calendar Affects an Assignment
How Varying Availability Affects an Assignment
Scenarios for Setting Overtime Availability
How Leveling Solves Overallocations
Demo - Leveling
Techniques to Manually Correct Overallocated Resources
Considerations for Optimizing Resources
Module 08 Review

Module 09 - Tracking Progress

Tracking Progress
Formulas Used to Calculate Percentages
Considerations for Choosing an Update Strategy
How Schedules Are Updated
What is the Baseline and How is it Used?
What Is an Interim Plan?
Demo - Base Line
Implementing a Rolling Wave Approach
The Process of Updating Duration
Guidelines for Collecting Duration Updates
The Process of Updating Work
Guidelines for Collecting Work Assignment Updates
The Process of Updating Cost
Guidelines for Collecting Cost Updates


What Is Earned Value?

Demo - Variance
The Process of Interpreting an Earned Value View and Reporting Project Status
What is Optimizing a Project Schedule?
Guidelines for Reducing or Removing Variances in Cost
Guidelines for Reducing or Removing Variances in Duration
Guidelines for Capturing Lessons Learned
Module 09 Review
Module 10 - Creating Reports


Creating Reports
What Are the Basic Report Categories?
Guidelines for Getting the Most Out of Basic Reports
Demo - Basic Reports
Guidelines for Fixing Common Printing Issues
The Process of Exporting Data
Demo - Export
Guidelines for Exporting Data
What Are Visual Reports?
Visual Report Templates
Demo - Visual Reports
Module 10 Review
Module 11 - Managing Multiple Projects


Managing Multiple Projects

What is a Master Project?
Considerations for Creating Master Projects
How Master Projects Are Created
Demo - Master Project
Guidelines for Creating Master Projects
What Is an External Dependency?
Demo - Linked Tasks
Guidelines for Working with External Links
What is a Multiple Critical Path?
Guidelines for Working with Critical Paths in Master Projects
Considerations for Saving Multiple Projects
What Is a Shared Resource Pool?
Demo - Resource Pool
What is Multiple Project Resource Management?
Module 11 Review
Course Closure

Total Duration: 10h 12m