Microsoft Project Advanced Planning and Control training course hero image – Master resource management and complex scheduling.

Project - Advanced Planning and Control 

Look at some of the more advanced planning features available in Project.

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Course overview

Duration: 1 day (6.5 hours)

Our Project – Advanced Planning and Control course looks at advanced planning and resourcing techniques in Microsoft Project and how to customise your schedule to give better visibility and flexibility.

The course is designed for experienced users of Project who have attended our Project Planning and Control introduction course or have equivalent knowledge.  You must be confident using Project to build and resource schedules and create task dependencies.

Objectives 

By the end of the course you will be able to:

  • Work with different types of task
  • Amend resource load on a task
  • Work with multiple resource rates
  • Create custom tables
  • Add custom fields
  • Create calculated fields
  • Add drop down lists in fields
  • Filter and extract information
  • Create new views
  • Export information

Content

Advanced planning techniques  
  • Splitting tasks
  • Task types
  • Spreading work across activities
Advanced resourcing techniques  
  • Resource types
  • Assignment views
  • Effective dates
  • Work contours
  • Overtime work
  • Using multiple resource rates
Creating custom tables  
  • Customising tables
  • Adding fields
Creating custom fields
  • Adding text, number, date and time fields
  • Using flag fields
  • Defining pick lists
  • Renaming custom fields
Creating calculated fields  
  • Creating formulas
  • Using graphical indicators
Uploading and tracking progress  
  • Completing work
  • Completing work per resource
  • Updating tasks
  • Updating the project
  • Working with the status date
  • Rescheduling work
  • Viewing baseline against schedule
  • Project overview statistics
Working with filters  
  • Building standard filters
  • Building interactive filters
  • Task and resource filters
  • Using highlight filters
Creating custom views  
  • Creating customised views
  • Customising text styles
  • Using grouping techniques
Exporting information  
  • Exporting to Excel

Frequently Asked Questions

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