Simon Sez IT

This course covers the more advanced features of Microsoft Project. As reinforcement to the skills you already possess, this course addresses key functions that help you to plan, organize, track and report projects – from schedules, estimates and deadlines to costs and associated resources.

With the advanced concepts covered in this course, you will deepen your appreciation for how powerful MS Project can be as a project management tool. You will have more robust tools at the ready when you need Microsoft Project to do even more heavy lifting for you.

Introduction to the Project 2019 Advanced including what to expect and restrictions

Introduction to Project 2019 Advanced Course

Familiarize yourself with the structure of the Project 2019 couse

Course Structure

<a href="https://ssi-exercise-files.s3.amazonaws.com/office-2019/Project-2019-Adv/2019+Exercise+Files.zip">Click here to download the exercise files to accompany this course</a>

Course Exercise Files

<a href="https://ssi-exercise-files.s3.amazonaws.com/office-2019/Project-2019-Adv/2019+Course+Files.zip">Click here to download the demonstration files to accompany this course</a>

Course Demonstration Files

The transcription consists of the entire course transcribed word-for-word, organized by chapter, and with a Table of Contents. This downloadable &amp; printable transcript provides another learning option - if you prefer reading but don’t have time to take notes.

DOWNLOAD ME: Course Transcript

Chapter 1: Introduction

This video is part of the Microsoft Project 2019 Advanced course and focuses on project consolidation and resource sharing. The instructor uses an example of a charity event with multiple parts to demonstrate how to split a project into separate projects managed by different people while maintaining dependencies and sharing resources. The video is aimed at users of Microsoft Project 2019 who need to manage large projects with multiple parts and shared resources. The speaker also discusses the issue of resource allocation when splitting a project into multiple projects and promises to cover how to share resources in the next section.

Consolidation and Resource Sharing

This video is part of the Microsoft Project 2019 Advanced course and focuses on setting up a resource pool and sharing it between multiple projects. The target audience for this video is likely project managers or individuals responsible for managing resources across multiple projects. Viewers will learn how to create a resource pool, add resources to it, and share it between projects to ensure efficient resource allocation and management.

Resource Sharing

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to set up a master project for a charity event using Microsoft Project 2019. The instructor explains how to split a large project into sub-projects and restore any links that existed in the original project. The video is a step-by-step guide on how to replace a summary task with a sub-project in Microsoft Project, ensuring that all predecessors and successors are set up correctly. The instructor also explains how to save changes to the project and close Microsoft Project.

Project Consolidation

Separate out four parts of a project into one master project

Exercise 1

This video is part of the Microsoft Project 2019 Advanced course and focuses on teaching learners how to work separately on a project that is part of a consolidated project. The video is aimed at individuals who have a basic understanding of Microsoft Project and want to enhance their skills to work on complex projects. By the end of the video, learners will have a better understanding of how to manage multiple projects within a consolidated project and work on them independently.

Practical Sharing and Consolidation - Part 1

This video is part of the Microsoft Project 2019 Advanced course and focuses on sharing a resource pool between projects. The video explains how to create a resource pool, how to link it to multiple projects, and how to manage resources across different projects. This video is ideal for project managers and professionals who want to learn how to optimize resource allocation and management across multiple projects.

Practical Sharing and Consolidation - Part 2

Chapter 2 Quiz

Chapter 2: Consolidation and Resource Sharing

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to set up recurring tasks in Microsoft Project 2019. The instructor explains the benefits of using recurring tasks for regular tasks and demonstrates how to create them by selecting the Task drop-down menu and choosing Recurring Task. The video also covers how to assign resources to recurring tasks and how to edit them if necessary. The instructor reminds users to be careful not to schedule recurring tasks too far into the future, as it may extend the project beyond its end date.

Setting Up Recurring Tasks

Chapter 3 Quiz

Chapter 3: Recurring Tasks

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to set up a custom field for their project. The video explains how to display additional information that is not included in the standard views. By the end of the video, learners will have a better understanding of how to customize their project fields to suit their specific needs.

Creating a Custom Field

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to create a custom field in Microsoft Project 2019 Advanced that automatically calculates RAG status based on cost variance. The instructor explains how custom fields can be set up to be manually entered or automatically calculated and demonstrates how to set up the custom field using a formula that identifies G status for cost variances of 0 or less, A status for cost variances that do not exceed $1000, and R status for all other cost variances. The video also briefly mentions graphical indicators and sets up an exercise for the viewer.

Calculated Custom Field - Part 1

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to automate the calculation of values for a custom field using advanced formulas. The instructor demonstrates how to use the switch function to replace nested IF statements in calculating custom fields. They also show how to set up graphical indicators in association with custom fields, replacing RA&amp;G letters with images that represent the values of the custom field. The video tutorial is a comprehensive guide to creating and using formulas for calculated fields in Microsoft Project 2019.

Calculated Custom Field - Part 2

Create a custom field for a new project

Exercise 02

Chapter 4 Quiz

Chapter 4: Custom Fields

This video is part of the Microsoft Project 2019 Advanced course and is aimed at project managers who want to learn how to manage the structure of their projects using outline numbering and WBS codes. The instructor explains how outline numbering can be used to identify tasks within a project and add structure to that identification. They also demonstrate how WBS codes can be used to identify task activities in a project using a coding system that is understood by everyone involved. The video provides a comprehensive overview of outline numbering and WBS codes in Project 2019, including how to set them up and customize them.

What are Outline Numbering and WBS Codes

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to enhance their understanding of outline numbering and WBS codes in project management. The video covers common issues that may arise when using these tools and provides insights on how to overcome them. It is a valuable resource for learning and development managers who want to improve their team's project management skills.

Problems in Outline Numbering and WBS Codes

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to use outline codes in Microsoft Project 2019 Advanced. The instructor explains how outline codes can be used to add structure to resources and demonstrates how to set up a custom field for resources called "Charge Code" using a lookup table to specify the values available for the new custom field. The video provides a clear and detailed explanation of how to use outline codes to define the structure of a project and how to break down the charging structure for resources on a project.

Outline Codes

Set up a new custome outline code to define the structure of the web development project

Exercise 3

Chapter 5 Quiz

Chapter 5: Outline Codes and WBS Codes

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who have basic knowledge of using costs in Project 2019. The video focuses on setting a fixed cost for a task and provides tools and techniques for using costs. The instructor uses an example of a building project to demonstrate how to enter a fixed cost in the cost table, record multiple fixed costs, and add notes to explain each cost. The video also covers a special case where external consultancy is required and a consultant charges a fixed cost for their services.

Fixed Task Costs

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to understand cost accrual and its impact on project costs. The video explains the concept of cost accrual and how it works within Project 2019. It covers topics such as assigning fixed costs and resources to tasks, setting a status date on the project, and calculating actual costs. The video also demonstrates how to change the default fixed cost accrual option and view the effects on the cost. The next section will cover budget costs.

Cost Accrual

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to use budget costs in Microsoft Project 2019. The instructor explains the importance of budget costs, how to prepare a budget, and how to compare project progress with a project budget. The video demonstrates how to assign a budget cost to the project summary task, create a group, and assign resources to it. It also shows how to report on budget costs using Resource Usage View and how to view the time phase aspects of budget costs over the project period. The video concludes by providing an overview of budget costs and how to divide them into convenient slices.

Budget Costs

This video is part of the Microsoft Project 2019 Advanced course and focuses on adding multiple cost rates to tasks and resources. The video is aimed at individuals who want to learn how to manage project costs more effectively using Microsoft Project 2019. It covers topics such as setting up cost rates for different resources, assigning cost rates to tasks, and tracking project costs in real-time. By the end of the video, learners will have a better understanding of how to manage project costs more efficiently using Microsoft Project 2019.

Cost Rates and Rate

This video is part of the Microsoft Project 2019 Advanced course and is aimed at project managers who want to learn how to assign overtime to resources in order to shorten the length of a project. The video presents a scenario where the end date for a website project needs to be moved up, and explains how to allocate overtime work to resources in order to achieve this goal. The video demonstrates how to allocate overtime work to each resource and mentions other options to shorten the project timescale. The video concludes by stating that the objective of shortening the project timescale has been achieved, but at a monetary cost.

Overtime

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to set up variable material costs and assign them to a task in a project. The video uses a building project as an example and explains how to deal with a situation where the amount of material used is dependent on the duration of the task. It shows how to set up and assign three resources - concrete, pump, and fuel - to the task and calculate the total cost. The video also demonstrates what happens if the duration of the task changes.

Variable Material Costs

Practice how to distribute work between internal and external resources

Exercise 04

Chapter 6 Quiz

Chapter 6: Costs

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to customize tables in Microsoft Project 2019 Advanced. The instructor provides step-by-step instructions on how to select, reset, save, and apply tables. The video covers how to edit table definitions, including locking the first column, adjusting the header row height, and specifying the field name, alignment, and width. The instructor also demonstrates how to add a title to a column, align the title, and wrap the header and text. The video is a tutorial on how to manage table definitions in Microsoft Project.

Customization of Tables

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to manage custom tables in Project 2019. The instructor demonstrates how to delete, copy, and create custom tables for both resource and task-related tables. The video explains that custom table definitions are held in the global template or the current project and can be accessed and managed using the Organizer tool. The instructor also shows how to create a new custom table by saving the fields as a new table, copying an existing table, or creating a new table from scratch.

Management of Custom Table Definitions

Chapter 7 Quiz

Chapter 7: Custom Tables

This video is part of the Microsoft Project 2019 Advanced course and focuses on creating custom views and applying them to projects. The video is aimed at individuals who want to tailor the information they are looking at in Microsoft Project 2019. It covers the steps involved in creating custom views and how to apply them to projects to improve productivity and efficiency. By the end of the video, learners will have a better understanding of how to customize their views in Microsoft Project 2019.

Use of Custom Views

Chapter 8 Quiz

Chapter 8: Custom Views

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who have basic knowledge and experience in sorting, filtering, and grouping. The video focuses on sorting tasks and resources in ascending and descending order using Custom Sort. The instructor demonstrates how to sort tasks by a specific column and how to sort by multiple columns. The video also covers sorting resources by group and name and how to renumber resources permanently. The instructor notes that some views of a project cannot be sorted, such as Network Diagram view. The video concludes by previewing the next section, which will cover filtering.

Sorting

This video is part of the Microsoft Project 2019 Advanced course and is aimed at users who want to learn how to use filtering in Microsoft Project 2019. The instructor explains how filtering, sorting, and grouping work and demonstrates how to filter data using the auto filter option and the custom auto filter dialogue. The video also covers how to apply filters to more than one column at a time and how to filter a view without a table. The instructor shows how to use the filter option in the data group on the View tab, which provides a range of tasks and resource filters. The video concludes by reminding users not to amend the standard filters when creating a new filter.

Filtering

This video is a tutorial on custom grouping in Microsoft Project 2019, aimed at users who want to learn how to group tasks or resources based on specific criteria. The instructor explains how to use the auto filter facility and the grouping options in the Data group on the View tab to group data. They demonstrate how to create custom groups for tasks or resources, define group intervals for numerical fields, and format summary information. The video also covers how to group resources by internal and external resources and how to remove grouping. The tutorial concludes by highlighting the usefulness of grouping assignments in the Resource Usage view or grouping tasks in the Task Usage view.

Grouping

Practice setting up and applying custom view and grouping to the exercise file

Exercise 05

Chapter 9 Quiz

Chapter 9: Sorting, Filtering, and Grouping

This video is part of the Microsoft Project 2019 Advanced course and provides an overview of the various reports available in Project 2019. It also covers the customizations that can be made to each element of the reports. This video is targeted towards individuals who are looking to enhance their knowledge of Microsoft Project 2019 and want to learn how to create and customize reports.

Reporting Overview

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to customize reports in Project 2019. The instructor provides a step-by-step guide on how to modify the project overview report, including aligning text boxes, changing font colors, and presenting start and finish dates. The video also covers how to format tables in Microsoft Project 2019, including adding and removing columns, adjusting the width of the table, and selecting specific tasks to display using filters. The instructor concludes by leaving viewers with a question to research on their own.

Creating and Customizing Reports - Part 1

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to customize tables and charts in a report. The instructor demonstrates how to customize the project overview report, select and deselect fields in a table, reorder columns, and adjust the size of cells and tables. The video also covers how to change the text direction of a column and how to assess the contents of a chart using the field list. The video concludes by discussing how to add and remove fields in a chart and how to change the chart type. Overall, the video provides a comprehensive overview of how to customize and manipulate reports and charts in Project 2019.

Creating and Customizing Reports - Part 2

This video is part of the Microsoft Project 2019 Advanced course and focuses on targeted reporting. The instructor explains how to create and customize cost overview reports and charts to display progress versus cost. The video provides step-by-step instructions on how to use the Chart Tools Design tab to create a custom combination chart with two series and how to format the horizontal category axis. The video also shows a burn down report, which is a type of report that compares what is happening with what should be happening. The target audience is learning development managers who want to improve their reporting skills in Microsoft Project 2019.

Targeted Reporting - Part 1

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to work with standard and custom reports in Microsoft Project. The video covers the basics of how reports work and provides an overview of the different types of reports available. It also explains how to edit and customize reports to suit specific project needs. By the end of the video, learners will have a better understanding of how to use reports to track project progress and communicate project status to stakeholders.

Targeted Reporting - Part 2

Customise a report in line with the example

Exercise 06

This video is part of the Microsoft Project 2019 Advanced course and focuses on comparing the latest version of a project with an older one. The video explains how to generate a comparison report and interpret the results. This content is targeted towards individuals who are familiar with Microsoft Project and want to enhance their skills in project management.

Comparing Projects

Chapter 10 Quiz

Chapter 10: Reports

This video is part of the Microsoft Project 2019 Advanced course and is targeted towards individuals who want to learn how to create visual reports in Microsoft Project 2019 using Microsoft Excel and Microsoft Visio. The instructor explains the importance of visual reporting and demonstrates how to create a visual report by going to the Report tab and clicking on Visual Reports. The video covers how to customize the report in Excel using pivot tables and pivot charts, and how to plot cost and cumulative cost. The video concludes by stating that the next section will cover a different topic. Overall, the video provides a detailed tutorial on how to create visual reports in Microsoft Project 2019.

Visual Reporting using Excel

Chapter 11 Quiz

Chapter 11: Visual Reports

This video is part of the Microsoft Project 2019 Advanced course and is aimed at project managers who want to understand Earned Value Analysis. The instructor explains the basic terminology and formulas behind Earned Value Analysis Tables, which involves looking at both cost and value to determine how well a project is doing in terms of cost, value, and schedule. The video covers the key statistics used in Earned Value Analysis, such as planned value (PV), actual cost (AC), and earned value (EV), and how to access the Earned Value tables in Project 2019. The video also explains the concept of earned value management (EVM) and how it can be used to track project performance.

Earned Value Analysis Basic Terminology

This video is part of the Microsoft Project 2019 Advanced course and is a tutorial on Earned Value Analysis and reporting. The target audience is learning development managers who want to better understand how to update a baseline when a new task is added and generate an Earned Value Report for a project. The instructor explains the importance of having all tasks, resources, and assignments in place before saving the baseline and covers two options for earned value calculation. The video concludes with a demonstration of a straightforward update to the project and the effect on the Earned Value Report.

Example of Earned Value Analysis

Make changes to the project file and update the status to see how that reflects in the Earned Value Analysis Report

Exercise 07

Chapter 12 Quiz

Chapter 12: Earned Value Analysis

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to import data from Excel and Word into Project. The instructor explains how to import an Excel workbook into Project 2019 using the import wizard, and also demonstrates how to copy and paste data from Word into a blank project. The video emphasizes the importance of being careful with header rows and formatting when copying and pasting data. The video concludes by encouraging viewers to save maps to increase efficiency when working with imported data.

Importing Data to Project

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who want to learn how to export data from Microsoft Project 2019. The instructor explains the different ways to export data, including copy and paste, saving as a file, and exporting as an image. The video provides a comprehensive overview of the different ways to export data from Microsoft Project 2019, including how to export data to different file formats such as CSV, XML, and Excel. The video provides step-by-step instructions and useful tips for exporting data from Microsoft Project.

Exporting Data from Project

Export Project data to a csv file excluding the fields in the instructions

Exercise 08

Chapter 13 Quiz

Chapter 13: Import and Export

This video is part of the Microsoft Project 2019 Advanced course and is aimed at individuals who use Microsoft Project and want to automate repetitive tasks using macros. The narrator explains the benefits of using macros and provides a basic introduction to creating them in Microsoft Project. He demonstrates how to record a macro, assign a shortcut key, and perform a simple but useful task of creating a GIF file from a Gantt chart. The video is informative and provides practical tips on how to save time and money for projects. It is a useful tutorial for those who want to create a GIF file to include in a Word document or PowerPoint presentation.

Recording a Macro

This video is part of the Microsoft Project 2019 Advanced course and focuses on making edits to the macro in the Visual Basic Editor. The target audience for this video is individuals who are familiar with Microsoft Project and want to learn how to customize macros to better suit their needs. By the end of the video, learners will have a better understanding of how to modify macros to change how they run.

Microsoft Project 2019 Advanced

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