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Microsoft Project - Advanced

  • Length 1 day
  • Price  NZD 480 exc GST
Course overview
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Why study this course

Microsoft Project is one of the most popular scheduling and project management programs on the market.

This course builds on the skills developed in Microsoft Project - Beginner and Intermediate courses, and covers advanced skills and features. You'll learn about macros, graphical reports, custom reports, and managing large Project files with SubProjects.

After completion of this course you may also be interested in our Agile Project Management Foundation and PRINCE2 Foundation courses.

Note: Project 2016, Project 2019, Project 2021, and Project 365 are all desktop application versions of Microsoft Project. Project 2016, Project 2019, and Project 2021 are the perpetual, bought-outright, stand-alone versions of the software; Project 365 is the subscription-based version. Anyone working with any of these versions will be able to successfully complete this course. Throughout this course you will be using the desktop app; the course does not cover use of the web/online app.

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What you’ll learn

At the completion of this course you should be comfortable with:

  • Understanding and creating Custom Fields to show non-standard data

  • Understanding lookup fields, calculations, and traffic light custom formatting

  • Working with Work Breakdown Structure Codes and creating custom WBS schemes

  • Exploring the in-built Graphical Reports in Project and creating new custom Reports

  • Creating Visual Reports using Pivot Tables in Project

  • Understanding and creating Project Templates

  • Understanding how to use a common Resource Pool between several projects

  • Understanding how Projects can be linked, combined into Master Projects, and split into smaller SubProjects

  • Introduction to using Macros in Project

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Who is the course for?

This course is designed for those who need to use the advanced features of Microsoft Project such as macros, graphical reports, custom reports, and managing large Project files.

Course subjects

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 Field

  • Creating Graphical Indicator Custom Field

  • 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 Codes

  • 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 Components

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 Template

  • Choosing Fields to Display in a Visual Report

  • 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 Template

Project Templates

  • Understanding Project Templates

  • Examining the Templates

  • Saving a Project as a Template

  • Using a Custom Project Template

  • Specifying the Personal Templates Folder

  • 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 Template

Microsoft Project Files

  • Opening a Project 2007 File

  • Moving a Project’s Start Date

  • Working with Multiple Files

  • Hiding Open Files

Linking and Combining Projects

  • Understanding Linked Projects

  • Combining Projects

  • Viewing a Combined Project

  • Printing from a Combined Project

  • Setting a Combined Project Start Date

  • Changing Data in a Combined Project

  • Saving and Closing a Combined Project

  • 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 Applications

  • 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

Microsoft Project VBA

  • Understanding Microsoft 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


This course assumes that you have completed or have an understanding of the topics covered in the Microsoft Project - Beginner and Intermediate courses.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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