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Microsoft Project 

Microsoft Project Level 3

Course Overview

Microsoft Project - Level 3 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.

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

Duration: 1 day course

Course Content

Custom Fields
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
Creating a Lookup Custom Field
Creating an Outline Code Mask
Entering Lookup Table Values
Using a Lookup Table

WBS Codes
Understanding WBS Codes
Creating WBS Codes
Altering Tasks With Custom WBS
Renumbering WBS Codes
Editing Custom WBS Codes

Custom Views
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

Graphical Reports
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

Visual Reports
Understanding Visual Reports
Understanding Excel Visual Reports
Creating a Visual Report From a
Choosing Fields to Display in a Visual
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

Project Templates
Understanding Project Templates
Examining the Templates
Saving a Project as a Template
Using a Custom Project Template
Specifying the Personal Templates
Using the Personal Template Folder
Modifying a Template
Understanding the Global Template
Organising the Global Template
Applying a Newly Organised Item
Removing Items From the Global

Linking and Combining Projects
Understanding Linked Projects
Combining Projects
Viewing a Combined Project
Printing From a Combined Project
Setting a Combined Project Start
Changing Data in a Combined Project
Saving and Closing a Combined
Using Only the Combined Project File
Using Only Subproject Files
Inserting Subprojects
Breaking Subproject Links
Creating a Read Only Subproject
Inserting Task Links
Creating a Summary Milestone

Shared Resources
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

Downsizing Larger Projects
Understanding Project Downsizing
Creating the Resource File
Creating Smaller Projects
Linking Subprojects to Resources
Preparing for the Master Project
Creating the Downsized Master File
Setting Project Links
Finalising the Master

Other Applications
Understanding Working With
Copying a Gantt Chart Image
Copying Table Data
Copying to Microsoft Excel
Linking to Microsoft Excel
Exporting to Microsoft Excel
Exporting to Excel Using a Map
Importing Data From Excel

Working Collaboratively
Understanding Collaboration Options
Adding a Contact as a Resource
Working With a Contact Resource
Syncing Tasks With SharePoint
Working With a Synced Task List

Microsoft Project VBA
Understanding Project VBA
Accessing the Developer Tab
Recording a Macro
Running a Macro
Editing a Macro
Running an Edited Macro
Localising a Macro
Running a Localised Macro

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Telephone on 01952 305730