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Microsoft Project Level 2: Mastering Project (55301)
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Getting Started
🟢 Course Slides
🟢 Overview: AX5301: Microsoft Project Level 2: Mastering Project (Augmented Framework)
🟢 How This Course Works
🟢 Download Your Course Files
🟢 Set Up C:\Data and Open the Kit Files
🟢 Schedule, Key Terms and Resources
Announcements
Plan Like a Project Manager
1.1 Introduction to Microsoft Project
🟢 Overview
🟢 1.1.1 The Five-Step Planning Model
🔴 1.1.1b The Five Success Factors, In Depth
🔴 1.1.2 What Is a Project? The Lifecycle and the Plan
🔴 1.1.3 Views, Tables and Detail Views
🔴 1.1.4 The Ribbon, Backstage and Help
🟡 1.1.5 What Changed in Project 2016 and 2019
🟢 Exercise: The Fernhill Plan at a Glance
1.2 A Quick and Easy Overview of Managing with Project
🟢 Overview
🟢 1.2.1 Baseline the Plan
🔴 1.2.1b Worked Example: Reading the Baseline Gap
🔴 1.2.2 Create, Set Up and Save a New Project
🔴 1.2.3 Enter Tasks and Establish Task Relationships
🔴 1.2.4 Define Resources, Assign Them and Set Durations
🔴 1.2.5 Track Project Progress
🟡 1.2.6 Starting From a Template
🟢 Exercise: A Six-Task Warm-Up
1.3 Setting Up a Project
🟢 Overview
🟢 1.3.1 Starting a New Project File
🔴 1.3.1b Opening Kit Files, In Depth
🟢 1.3.2 Project Calendars and a Custom Calendar
🔴 1.3.2b Calendars, In Depth
🟢 1.3.3 Project Information Dialog
🔴 1.3.3b Project Information, In Depth
🔴 1.3.4 Creating a Project From an Excel Workbook
🔴 1.3.5 Open From SharePoint Tasks List
🔴 1.3.6 Project Properties and the Setup Checklist
1.4 Manually Schedule vs. Auto Schedule
🟢 Overview
🟢 1.4.1 Manual Scheduling and Its Limits
🔴 1.4.1b Switching the Task Mode, In Depth
🔴 1.4.2 Options Within Manually Schedule
🟡 1.4.3 Small Projects and Pre-Approval Planning
🟢 Exercise: Switch the Task Mode
Lab 1: Set Up the Branch Move Plan
🟢 Overview
🟢 Task 1: Start the plan and set Project Information
🔴 Task 2: Build the Fernhill Library calendar
🔴 Task 3: Import the task list and check task modes
🟢 Recap
🔴 Knowledge Check
Build the Work Breakdown and the Sequence
2.1 Creating a Work Breakdown Structure
🟢 Overview
🟢 2.1.1 Identifying Project Tasks
🔴 2.1.1b Naming Work Packages, In Depth
🟢 2.1.2 Evaluating the WBS
🔴 2.1.2b The 100 Percent Rule, In Depth
🟢 2.1.3 Organizing the WBS
🔴 2.1.3b Summary Tasks, In Depth
🟢 2.1.4 Task Outline Numbers
🔴 2.1.4b ID, Outline Number and WBS Code, In Depth
🔴 2.1.5 Enter Tasks Fast and Format the WBS
🔴 2.1.6 Task Notes and Hyperlinks
🔴 2.1.7 Insert Recurring Task
🔴 2.1.8 Copy and Paste a WBS From Word or Excel
🔴 2.1.9 WBS Templates
🟢 Exercise: Organize the Branch Move WBS
2.2 Identifying Task Relationships
🟢 Overview
🟢 2.2.1 Determining Task Sequence
🔴 2.2.1b Why the Later Predecessor Wins, In Depth
🟢 2.2.2 Types of Task Relationships (Dependencies)
🔴 2.2.2b Choosing the Right Type, In Depth
🟢 2.2.3 Methods of Creating the Relationship
🔴 2.2.3b Task Information and Dragging, In Depth
🟢 2.2.4 Lag, Lead and Delay
🔴 2.2.4b Lead and Delay, In Depth
🟢 2.2.5 Use Task Path to Analyze Schedules
🔴 2.2.5b Task Path, All Four Options, In Depth
🔴 2.2.6 Using Lag to Manage Time Between Tasks
🔴 2.2.7 The Network Diagram
🟡 2.2.8 Formatting the Network Diagram to Show Specific Data
Lab 2: Break Down and Link the Branch Move
🟢 Overview
🔴 Task 1: Organize the WBS with summaries, milestones and outline numbers
🔴 Task 2: Add notes, a hyperlink and the weekly meeting
🟢 Task 3: Link the work and find what drives the opening
🟢 Recap
🔴 Knowledge Check
Resources, Estimates and a Realistic Schedule
3.1 Defining Resources within Project
🟢 Overview
🟢 3.1.1 Resource Sheet and Resource Units
🔴 3.1.1b The Resource Sheet, In Depth
🟢 3.1.2 Setting the Resource Cost Rate
🔴 3.1.2b Rates, Overtime and Per-Use Costs
🔴 3.1.3 Resource Costs and Cost Rate Tables
🔴 3.1.4 Resource and Task Calendars
🔴 3.1.5 Resources: People, Roles and Materials
🟢 Exercise: Build the Fernhill Resource Sheet
3.2 Making Work Package Estimates
🟢 Overview
🟢 3.2.1 Work Package Estimates
🔴 3.2.1b Estimates Two Ways, In Depth
🟢 3.2.2 Assigning Resources to Tasks
🔴 3.2.2b Assigning Without Surprises
🟢 3.2.3 Task Types and Effort Driven Scheduling
🟡 3.2.3a Task Type Triangle
🔴 3.2.3b Task Types, In Depth
🔴 3.2.4 Duration Estimates
🔴 3.2.5 Default Task Type and Effort Driven Settings
🔴 3.2.6 Scheduling With the Team Planner
🟢 Exercise: Assign the Branch Move Team
3.3 Creating an Initial Schedule
🟢 Overview
🟢 3.3.1 Calculate the Schedule: The Theory Behind the Software
🔴 3.3.1b The Two Passes, In Depth
🟢 3.3.2 Critical Path and Schedule Float
🟡 3.3.2a Float and Critical Path What-If
🔴 3.3.2b Free Slack and Total Slack, In Depth
🟢 3.3.3 Constraints and the Task Inspector
🔴 3.3.3b Constraint Types, In Depth
🔴 3.3.4 Schedule Calculation Example
🔴 3.3.5 Milestones and Deadlines
🔴 3.3.6 Backward Scheduling: Schedule From Finish
🟢 Exercise: Find the Critical Path
3.4 Create a Resource Leveled Schedule
🟢 Overview
🟢 3.4.1 Realistic Resource Planning and the Resource Usage View
🔴 3.4.1b Reading Resource Usage, In Depth
🟢 3.4.2 Leveling Settings
🔴 3.4.2b Leveling Choices, In Depth
🟢 3.4.3 Manual Leveling
🔴 3.4.3b Worked Example: Four Fixes by Hand
🔴 3.4.4 Resource Graph, Resource Sheet and Statistics
🔴 3.4.5 Team Planner and Generic Resources
🔴 3.4.6 Leveling Settings Defined
🔴 3.4.7 The Leveling Gantt and Resource Delay
Lab 3: Staff, Estimate and Level
🟢 Overview
🔴 Task 1: Build the Resource Sheet with rates and units
🔴 Task 2: Assign the team and test task types
🟢 Task 3: Read the critical path and level the plan
🟢 Recap
🔴 Knowledge Check
Track, Report and Scale Up
4.1 Managing the Project
🟢 Overview
🟢 4.1.1 The Project Baseline
🔴 4.1.1b Baselines, In Depth
🟢 4.1.2 Tracking Fields and Updating Status
🔴 4.1.2b The Status Date, In Depth
🟢 4.1.3 Recording Progress: Percent Complete or Actual Work
🔴 4.1.3b Actual Work, In Depth
🟢 4.1.4 Evaluating and Displaying Variance
🔴 4.1.4b Variance Tables, In Depth
🔴 4.1.5 The Tracking Gantt
🔴 4.1.6 Variance, Percent Complete and How Cost Is Calculated
🔴 4.1.7 The Impact of Task Types on Tracking
🔴 4.1.8 Inactivate Task
🔴 4.1.9 Schedule Interruptions: Splitting and Rescheduling Work
🔴 4.1.10 Sync to SharePoint
4.2 Formatting Output and Printing Reports
🟢 Overview
🟢 4.2.1 Printing the Gantt and Other Views
🔴 4.2.1b Printing Options, In Depth
🟢 4.2.2 View Reports
🔴 4.2.2b Reports, In Depth
🔴 4.2.3 Sort, Group and Filter
🔴 4.2.4 Custom Fields for Grouping
🔴 4.2.5 Format the Timeline and Copy Picture
🔴 4.2.6 Visual Reports and Exporting Data to Excel
🟢 Exercise: Report the Slip
4.3 Managing Multiple Projects
🟢 Overview
🟢 4.3.1 Integrating Multiple Projects and Resource Pools
🔴 4.3.1b Resource Pools, In Depth
🔴 4.3.2 Consolidating Project Files
🔴 4.3.3 Linking Tasks Between Projects
🟢 Exercise: Share the Pool
4.4 Advanced Topics
🟢 Overview
🟢 4.4.1 Creating a Custom Formula and Graphical Indicator
🔴 4.4.1b Formulas and Indicators, In Depth
🔴 4.4.2 Customizing the Ribbon and the Quick Access Toolbar
🔴 4.4.3 Custom WBS Numbers
🔴 4.4.4 The Global Template and Organizer
🔴 4.4.5 Recording a Macro in Project
🟡 4.4.6 Automating With VBA and Add-ins
🟢 Exercise: Build the Days Late Traffic Light
Lab 4: Baseline, Track and Report
🟢 Overview
🟢 Task 1: Baseline the plan and enter the status update
🔴 Task 2: Read the variance and send a one-page report
🔴 Task 3: Share a resource pool across two projects
🟢 Recap
🔴 Knowledge Check
Capstone
🔴 Capstone: The Eastgate Branch Refresh
Instructor Only
Start Here
Setup and Delivery
Instructor Notes and Build Sheet
Course Changelog
Pacing Card
Run Sheet
Questions You’ll Get and Page Map
Demo Talk-Tracks and Orientations
Knowledge Check Answer Key
QA Report
QA Report: Open SME Items
Course Slides (PowerPoint)
Designation Review
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AI Learning Hub
AI Essentials
Level 1: Generative AI Foundation
Level 2: Grounding AI with your Data
Level 3: Automating AI Workflows
Copilot First-Step Kit
Claude
ChatGPT
Microsoft Copilot
M365
Office
Excel
Word
Outlook
PowerPoint
Power Platform
Power BI
Power Apps
Power Automate
SharePoint
Microsoft Official
Adobe
CompTIA
Holding
Webinars
Programming
WordPress
Accounting
Google
Upskilling Series
Home
Course info
Microsoft Project Level 2: Mastering Project (55301)
Skill Level
:
Beginner