Having already learnt how to create and edit basic plans in Microsoft Project, you find that you need to record additional information that the Standard Project Template does not accommodate for. To overcome this, you will learn how to customise all areas of Microsoft Project, exchange project plan data with other applications and reuse project plan information. You will also look at creating custom reports using both the built in Reporting tools plus Power BI.
Please Note: If you attended our Project Level 3 course prior to 01 May 2022, you need to attend our existing Project Level 3 course, as we have swapped the content around into Level 4. You will, however, receive a certificate for Project Level 4. Please make us aware of this at the time of booking contact us if you are unsure which course is appropriate for you.
This course is designed for a person who has the basic skills to create and modify project plans using Microsoft Project and needs to use Microsoft Project to manage and customise those plans.
On completion of this course you will be able to:
Create Custom Project Fields, Filters, Tables and Filters
Import Custom Data from Excel into Project
Create Custom Views and Macros
Work with the Organizer Tool to Share Custom Items
Reporting on your Project
To be successful in this course, we recommend that you attend the following courses or have equivalent knowledge:
You should also have an understanding of project management concepts.
Software Requirements for Virtual Classroom
Delegates will need to have Microsoft Project 2013, 2016, 2019 or 365 (desktop version) installed on their PC to participate in Virtual Classroom courses; any other Project Management software is not suitable for this course. This course will be delivered on Microsoft Project 2016.
This course is not suitable for MAC users.
Customising Microsoft Project
Create Custom Fields
Importing Excel Data
Create Custom Tables
Create Custom Filters
Using the Organizer Tool
Create Custom Views
Develop a Macro to Automate a Procedure
Create Custom Reports
Overview of Microsoft Project Reports
Creating a Burndown Report
Create a New Report
Overview of Power BI and how it can be used to Report on Project Information