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Project Management with Microsoft Project Essentials

Certificate Series Directory


“Essentials” Series by Version:

Microsoft Project 2003/2007 Essentials
Microsoft Project 2010 Essentials
Microsoft Project 2010 Desktop Essentials
Microsoft Project Server 2010 Introduction
Microsoft Project 2013 & Project Online Essentials
The Beginner’s Guide to Microsoft Project

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Reporting & Scheduling Series:

Microsoft Project 2010 Scheduling Essentials
Microsoft Project 2010/2013 Proactive Scheduling
Microsoft Project 2007/2010 Reporting Essentials
Microsoft Project 2010/2013 Reporting Essentials
Forecast Scheduling with Project 2013

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Other Series:

Managing Projects with SharePoint
Project Portfolio Management Essentials
Managing a Resource-Constrained Project
Project Online & Project Server 2013 Workflows
Beyond Macros – Customizing Microsoft Project for Non-Techies


Project Management with Microsoft Project Essentials



Would you like to use Microsoft Project 2010 more effectively? This certificate course is for Microsoft Project users who need to effectively plan, track and communicate about projects, even if your title doesn’t include the words “project manager.” Each session of the series is taught by an MPUG expert presenter as ranked by our community members. The series will begin by answering the question, “What is project management?” and then explain how Microsoft Project fits in the framework of project management theory. The series will then delve into the practical aspects of planning and tracking projects, and communicating project information to others.

Course Format and Credit

The course comprise of 3 sessions of 2 hours each. MPUG Certificate upon completion of series and opportunity for six hours PDU credit.

Learning Objectives

  1. The project management lifecycle, how Microsoft Project supports project management activities, and when other tools are needed.
  2. Set up a project and tasks in Microsoft Project
  3. Create resources and assign them to project tasks
  4. Track and analyze project performance
  5. Communicate and share project information with others


Recommended Level

  • Beginner
  • Intermediate
  • Expert – those desiring a refresh of the theory behind Microsoft Project and exposure to new tips and tricks


Instructors (Full Profiles Here):

Community Favourites Bonnie Biafore and Sam Huffman

Project Management Institute (PMI)® Professional Development Units (PDUs):

Each webinar is eligible for 2 Category A PMI® PDUs, or a total of 6 Category A PMI® PDUs upon the completion of all 3. If you are claiming these sessions, you must submit it to your MPUG Webinar History after it has been completed in its entirety.

Project Management with Microsoft Project Essentials is one of a selected few Certificate Series that MPUG will now issue Certificates and PDUs for, as if they were viewed live.


View Session 1: Project Management with Microsoft Project Essentials

View Session 2: Project Management with Microsoft Project Essentials

View Session 3: Project Management with Microsoft Project Essentials


Session Outline

Level 100, Session 1: Getting Started with Project Management and Microsoft Project

  • What Is a Project?
  • What Is Project Management?
  • Key Goals & Challenges Facing Projects
  • How Does Microsoft Project Fit into Project Management
  • Learning Your Way Around Microsoft Project (Ribbon, views)
  • Recommended Microsoft Project options
  • Creating a Microsoft Project file (includes start date, schedule from)
  • Working with calendars Creating tasks (names, durations)
  • Organizing your tasks into a work breakdown structure
  • Manually and automatically scheduling tasks
  • Linking tasks
  • Evaluating the schedule (Project Statistics, finish dates, critical path)

Level 200, Session 2: Working Effectively with Microsoft Project and Resources

  • Understanding work, material, and cost resources
  • Adding resources to your project
  • Defining in Resource Sheet
  • Defining in Dialog box
  • Resource settings you need to know and understand
  • Setting resource costs
  • Setting resource working time
  • Assigning resources to tasks
  • Using split-screen views to manage task resource assignments
  • Two Powerful Examples: Gantt/Task Form with Resource Work Detail use for resource assignments and Resource
  • Allocation View and Details
  • Adding and removing resources from tasks

Level 300, Session 3: Evaluating and Communicating with Microsoft Project

  • Setting baselines
  • Updating strategies and best practices
  • Updating Percent Complete
  • Actual Dates and Duration
  • Actual Hours and Costs
  • Working with Project views and tables
  • Filtering and grouping project information
  • Using views and reports to evaluate project status (schedule, cost)
  • Working with Text-based reports
  • Working with visual reports
  • Sharing Project information with other programs (excel, outlook, pictures to other programs)
  • Taking Corrective Action
  • Closing a Project
  • Checklist of Activities
  • Saving a Project as a Template
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Written by Bonnie Biafore

Bonnie Biafore is the author of O’Reilly’s Microsoft Project: The Missing Manual (2007, 2010, and 2013 editions) and Microsoft Press’ Successful Project Management: Applying Best Practices and Real-World Techniques with Microsoft Project. She’s recorded Project Essential Training (for 2010 and 2013), Project Management Fundamentals, Managing Small Projects, and other courses for lynda.com. As a consultant, she manages projects for clients and wins accolades for her ability to herd cats. She has also written a humorous novel about hitmen and stupid criminals. You can learn more at Bonnie’s website or email her at bonnie.biafore@gmail.com.