®
MICROSOFT
Trish Conner-Cato
PROJECT 2021
Lesson 1 – Getting Started
Lesson 2 – Defining a Project
Lesson 3 – Creating &
Organizing Tasks
Identify Project Management
Concepts
Create a Project Plan
Add Tasks to a Project Plan
Define a Project
Import Tasks from Other Programs
Navigate the Project Environment
Assign a Project Calendar
• File: Tasks for Import (Excel)
Create a Work Breakdown Structure
(WBS)
Define Task Relationships
Schedule Tasks
MODULE 1: LESSONS
Project Management Phase
Description
Conception & Initiation
Determines purpose of the project, can it be
done, and what is needed for a successful
completion.
Definition & Planning
Scope & Budget; Work Breakdown Structure
(Organizing Tasks); Risk Management
Launch/Execution
Status; Tracking and Updating of Tasks;
Resource Assignments & Schedules; Status
Reporting
Performance & Control
•
•
•
•
Project Close
• Post-Mortem (lessons learned)
• Reporting
Objectives on track?
Quality deliverables?
Effort & Cost tracking
Performance
LESSON 1: IDENTIFY PROJECT
MANAGEMENT CONCEPTS
Relationship
Description
Finish to Start (FS)
When one task finishes another task starts
(default relationship type)
Start to Start (SS)
When one task starts another task starts
Finish to Finish (FF)
When one task finishes another task finishes
Start to Finish (SF)
When one task starts another task finishes
Definition
Predecessor Task
The task that precedes another task
Successor Task
The task that follows another task
Lead Time
Task overlap
Lag Time
Task delay
LESSON 3: DEFINE TASK RELATIONSHIPS
Lesson 4 – Managing Project Plan
Resources
Lesson 5 – Finalizing a Project Plan
Add Resources to a Project Plan
Optimize a Project Plan
Create a Resource Calendar
Set a Baseline
Enter Costs for Resources
Share a Project Plan
Assign Resources to Tasks
Resolve Resource Conflicts
MODULE 2: LESSONS
Resource Type
Description
Work
Associated with and tracked by time. Allows
cost to be tracked. Can be people (listed as
individuals or consolidated groups) or
equipment.
Material
Assigned by quantity rather than time.
Gravel, paper, concrete, and paint are
examples of material resources.
Cost
These resources are based on costs without
time or quantity consideration. Can include
travel costs, costs for building permits, or end
of project celebration costs.
LESSON 4: TYPES OF RESOURCES
Baseline Plan
Interim Plan
Once your plan is completed, and
before work has started, set a
baseline.
Saves current start and finish dates
Can be used as a project marker.
The baseline plan will give you the
ability to track the project’s progress
against your original plan.
11 Baseline plans are available for
each project plan file.
• One for the external customer;
another for the internal team
• Preparing for a risk event.
• Accommodating a big change
request.
LESSON 5: SETTING A BASELINE
Lesson 1 – Executing a
Project
Lesson 2 – Monitoring Project
Progress
Lesson 3 – Controlling a
Project Plan
Enter Task Progress
View Project Progress
Edit the Task List
Update Task Progress with SharePoint
Add Custom Fields
Reschedule Tasks
Update Work
Create Custom Views
Update a Baseline
Update Costs
Create a Network Diagram
Analyze a Project Plan
Task Boards
Sprints
MODULE 3: LESSONS
Free Slack
Total Slack
The number of days than a task can
have before it starts delaying its
successor task(s).
The number of days a task can have
before it starts delaying the whole
project.
LESSON 2: WHAT IS SLACK?
Slipping Tasks
Tasks that have a forecasted finish
date that is greater than the baseline
finish date.
They may be scheduled to start late,
have already started late or are taking
longer than planned.
Late Tasks
The task is running behind the baseline
start and finish dates.
The task may have not started, has
started on time but will finish late,
started early but will finish late, or
finished late.
LESSON 2: SLIPPING VS. LATE TASKS
Lesson 4 – Reporting on Project
Lesson 5 – Customizing the
Application
Format and Share a Chart View
Change Project Options
View Existing Reports
Create a Project Plan Template
Create Custom Reports
Share Resources
Create a Visual Report
Link Project Plans
MODULE 4: LESSONS