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Microsoft 365 Project: Part 1

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Course description+

Microsoft 365 Project: Part 1 teaches how to get started with successfully planning your projects using Microsoft’s project management tool.

Learn how to keep your projects on track, whether they’re large or small.

The five lessons teach about the basics of project management, along with how to set up a simple project, including how to configure the project calendar, tasks, resources, and more.

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Course outline+

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Starting a Project

TOPIC A: Project Management 101


Project Management

Project Management Processes

Project Management Knowledge Areas

Triple Constraint

Project Sponsors and Stakeholders

Activity 1-1: Project Management 101

TOPIC B: Navigate and Customize the Microsoft 365 Project Interface

The Start Screen

Methods for Creating New Projects

Gantt Chart View

The View Bar

The Project Interface

The Ribbon Interface

The Quick Access Toolbar

The Status Bar

The Timeline

Getting Help with Tell Me

Activity 1-2: Navigating and Customizing the Project Interface

TOPIC C: Add Tasks to a Project

Project Tasks

Manually Scheduled vs. Auto Scheduled Tasks

Task Information Dialog Box

Task Durations

Task Links

Inactivating Tasks

Activity 1-3: Adding Tasks to a Project

TOPIC D: Add Resources to a Project

Project Resources

Resource Sheet View

Resource Information Dialog Box

Types of Resources

Resource Pools

Activity 1-4: Adding Resources to a Project

TOPIC E: Save a Project

Places to Save Projects

Save Options

Activity 1-5: Saving a Project


Review Questions

Lesson 2: Working with Project Calendars

TOPIC A: Manage Project Time Frames

The Project Information Dialog Box

Project Start and Finish Dates

Current Date

Base Calendars

Activity 2-1: Managing Project Time Frames

TOPIC B: Change Working Time

The Change Working Time Dialog Box

The Legend

Working versus Non-working Times


Exception Recurrence

Activity 2-2: Changing the Working Time for a Project


Review Questions

Lesson 3: Working with Project Tasks

TOPIC A: Manage Project Tasks

Task Information Dialog Box

General Task Information

Task Predecessors

Resources to Accomplish Tasks

Advanced Task Information

Task Constraints

Task Notes

Activity 3-1: Managing Project Tasks

TOPIC B: Add Summary Tasks and Milestones

Summary Tasks and Subtasks

Project Summary Task

Outline Numbers

Task Milestones

Activity 3-2: Adding Summary Tasks and Milestones


Review Questions

Lesson 4: Working with Project Resources

TOPIC A: Manage Project Resources

Resource Information Dialog Box

General Resource Information

Resource Costs

Resource Notes

Activity 4-1: Managing Project Resources

TOPIC B: Allocate and Level Work Resources

Team Planner

Managing Unassigned Tasks

Resource Allocation and Overallocation

Leveling Resources

Changing and Removing Assigned Resources

Replacing Resources

Activity 4-2: Leveling Resources


Review Questions

Lesson 5: Delivering a Project Plan

TOPIC A: Print Project Views

Prepare a View for Printing

Printing Options

Activity 5-1: Printing a Project View

TOPIC B: Share Projects

Share Category of Backstage View

Sync with SharePoint

Emailing a Project

Activity 5-2: Sharing Projects

TOPIC C: Export Projects

Export Category of Backstage View

Exporting Options

Activity 5-3: Exporting a Project


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson Lab 1-2

Lesson Lab 1-3

Lesson 2

Lesson Lab 2-1

Lesson 3

Lesson Lab 3-1

Lesson 4

Lesson Lab 4-1

Lesson 5

Lesson Lab 5-1

Course Wrap-Up

Post-Course Assessment

Course Summary

Next Steps


Keyboard Shortcut Quick Reference Sheet



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