Mastering Microsoft Project 2013 Made Easy Training Tutorial



Learn Microsoft Project 2013 with this comprehensive course from TeachUcomp, Inc.Mastering Project Made Easy features 97 video lessons with over 6 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our two printable classroom instruction manuals (Introductory and Advanced), additional images and practice exercises. You will learn introductory through advanced concepts including assigning and managing tasks and resources, tracking project tasks, developing dynamic reports and much more.

Whether you are completely new to Project or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply click to launch a video lesson or open one of the manuals and you’re on your way to mastering Project.

Who is the target audience?
  • Anyone wanting to learn Microsoft Project

  • Project software recommended for practice.

What Will I Learn?
  • Video Lessons
  • Includes two classroom instruction manuals
  • Project Basics
  • Tasks
  • Resources
  • Advanced Task Management
  • Project Tracking
  • Advanced Reporting
  • Much More!

Curriculum For This Course Expand All Collapse All 100 Lectures 08:51:18 + – Getting Acquainted with Project 10 Lectures 29:18

Microsoft Project is a software program that allows you to more easily manage and coordinate the various resources needed to accomplish a project. A project is simply defined as an endeavor to create a product, or accomplish a set of given goals, within guidelines established by the associated resource, time, and budget constraints. Learn this and more during this lecture.

About Project Preview 07:05

Microsoft Project uses a Ribbon, shown at the top of the program interface, that contains the buttons and commands you will need to manage project files. As with any program, you should begin learning Project by familiarizing yourself with its working environment. Learn this and more during this lecture.

The Project Environment Preview 05:43

The Title Bar is the thin bar that runs left to right across the very top of the Microsoft Project application window. The name of the current project that you are working on will be displayed in the center of this bar if you have the view of your project file window maximized. Learn this and more during this lecture.

The Title Bar 01:47

The primary tool that is available for you to use in Microsoft Project is the Ribbon. This object allows you to perform all of the commands available in the program. The Ribbon is divided into tabs. Within these tabs are different groups of commands. Learn this and more during this lecture.

The Ribbon 02:15

Starting in Microsoft Project 2010, you can click the “File” tab in the Ribbon to open a view of the file called the “Backstage View.” In this view, you can perform all of your project file management. This includes performing functions such as saving your project file, opening an existing project, or creating a new project. Learn this and more during this lecture.

The “File” Tab and Backstage View 01:23

The scroll bars run both vertically and horizontally along the right and bottom sides of the panes that are displayed within your project file view. They have little arrows at their ends that point in the direction that they can scroll. You use the scroll bars to scroll through the content of your project file. Learn this and more during this lecture.

The Scroll Bars 00:41

The Quick Access toolbar is located above the Ribbon, by default. However, you can also place it below the Ribbon, if desired, by clicking the “Customize Quick Access Toolbar” button at the right end of the toolbar and then selecting the “Show Below the Ribbon” command. You can reset it to its default location by clicking the same “Customize Quick Access Toolbar” button and then choosing the “Show Above the Ribbon” command. Learn this and more during this lecture.

The Quick Access Toolbar 03:24

The Entry Bar is no longer displayed by default, starting in Microsoft Project 2010. However, if you wish to use it, you can enable its display. To do this, click the “File” tab in the Ribbon. Then click the “Options” command at the left side of the view to open the “Project Options” window. In the “Project Options” window, click the “Display” category at left. To the right, check the “Entry bar” checkbox under the “Show these elements” section. Then click the “OK” button at the bottom of the “Project Options” window. Learn this and more during this lecture.

The Entry Bar 01:41

At the bottom of the application window is the Status Bar. Within this bar you can see one of the three modes for Microsoft Project at the left end: “Ready,” “Edit,” or “Enter.” If the word “Ready” appears, Project is ready to do just about anything that you want. This is the mode that you want to see displayed in the Status Bar before you begin a task. Learn this and more during this lecture.

The Status Bar 03:49

Because of the increased use of tablets, Project 2013 has been redesigned with a new mode to allow for easier access to the buttons and other commands within the Ribbon and Quick Access toolbar. This mode is called touch mode. Learn this and more during this lecture.

Touch Mode- 2013 01:30 + – Project Basics 6 Lectures 15:46

When you initially open Project 2013, you can see a listing of recently opened project files shown in the panel at the left side of the startup screen, under the “Recent” section. You can open one of these listed project files by clicking on its name within the panel to reopen it. However, if the project file you want to open is not shown in the listing, then you can click the “Open Other Projects” command within the panel to reveal the “Open” category within the backstage view. Learn this and more during this lecture.

Opening Projects 03:09

To close the currently displayed project file that you have opened, click the “File” tab in the Ribbon and then click the “Close” command button at the left side of the backstage view. You can also just click the “x” in the upper right corner of the project file window to close the current project file. Learn this and more during this lecture.

Closing Projects 00:42

When you first open the Project 2013 application, you will be presented with the startup screen that allows you to create a new project file. In Project 2010, a new blank project file is displayed when you initially open the program. However, if you want to create a new project file while using Project you can click the “File” tab in the Ribbon and then select the “New” command from the command panel at the left side of the Backstage View. Learn this and more during this lecture.

Creating New Projects 01:31

After you have made any change to a project file that you want to keep, you should save the project file. Learning to save your work frequently is one of the most important computer skills you can have. When you save a project file for the first time, you must use the “Save As” command so that you can choose where to save the file and what to name it. Learn this and more during this lecture.

Saving Projects 04:10

Within Microsoft Project, you have many different views of the project data available for you to use. Remember that the default view of a project file is called the “Gantt Chart” view of the project. This view displays the tasks associated with the currently displayed project in an “Entry” table that appears at the left side of the view. The duration and relationships between these tasks is then shown in the timescale bar chart to the right of the tasks. The “Gantt Chart” view is a fairly common and comprehensive way of viewing tasks within a project, and so it is the default view shown within Microsoft Project. Most views that are provided simply focus on showing task details or resource usage details. Learn this and more during this lecture.

Changing Project Views 03:26

You can create a project plan for your new project by clicking the “Project” tab in the Ribbon, and then clicking the “Project Information” button in the “Properties” button group after creating a new, blank project file. A project plan allows you to set the basic parameters for the project file. Learn this and more during this lecture.

Planning a Project 02:48 + – Tasks 7 Lectures 25:48

After you have created your initial project file within Microsoft Project, you will need to enter the tasks that comprise the project. Simply put, you need to enter the actual work that needs to be done to complete the project. In Microsoft Project, you enter this work as tasks within the project file. In this chapter we will examine how to create tasks within a project file. Learn this and more during this lecture.

Creating Tasks 02:46

As you are creating your tasks in your project file’s task list, you will eventually need to edit, or possibly even delete, the tasks that have been entered. To change the information shown in the task list, you can click the cell whose contents you wish to edit, and then click again directly over the text within the cell to place the text insertion marker into the cell. You can then make your changes, as desired. Be sure to press the “Enter” key on your keyboard, or click into another cell, to save your editing changes when finished. Learn this and more during this lecture.

Editing and Deleting Tasks 02:36

Each task that you create within your project file must have a duration. This duration can be measured in any unit of time from minutes to months, but most often is measured in terms of hours, days, or weeks. When entering your tasks into the task list, you can enter the duration into the “Duration” column of the table view within the Gantt Chart view. You can also enter this information into the “Task Information” dialog box on the “General” tab if you use that method of task entry. Learn this and more during this lecture.

Setting Task Duration Preview 05:08

Many tasks in the task list for your project file share a type of dependency. For example, perhaps “Task A” must be completed before you can start “Task B.” You can model this task dependency using task linking within Microsoft Project. There are four types of task links that you can create: “Finish-to-Start (FS),” “Start-to-Start (SS),” “Finish-to-Finish (FF),” or (rarely) “Start-to-Finish (SF).” Learn this and more during this lecture.

Linking Tasks Preview 06:32

You can enter “milestone” tasks to indicate that a specified minor project goal has been accomplished. Unlike many other tasks, milestone tasks often have no duration entered, as they simply indicate that a series of tasks has been finished. However, you can set any task in a project task list as a “milestone” task. Learn this and more during this lecture.

Marking Milestones 02:09

Often when managing a project, you will have a grouping of related tasks that create a larger task phase. You can group these lower-level tasks, which are often linked together, into a larger task- often called a phase, or summary task. The summary task, or phase, consists of the various tasks that must be completed to finish that part of the project. In this lecture, we will examine how to indicate a phase within a project file by using summary tasks. Learn this and more during this lecture.

Using Phases and Summary Tasks 04:18

You can create task notes, which are one of three main types of notes that are available in Microsoft Project, to associate additional text, images, or hyperlinks to web pages with a selected task. Learn this and more during this lecture.

Using Task Notes 02:19 + – Resources 7 Lectures 23:05

Resources, within Microsoft Project, can be defined as the different people, equipment, materials, and costs used to complete the tasks within a given project file. Resources, therefore, can often be as varied as the tasks that they are required to complete within a given project. Generally, all projects need some people resources, and many projects also require the use of other equipment, cost, and material resources. Within Microsoft Project, you can create the various resources that you require to complete a project. You can assign costs to the resources, and also set a schedule of availability for your project file. This feature assists many project managers in tracking the time and cost constraints of their ongoing projects within an organization. In this section, you will learn how to create the various types of resources that are available within a project file: work resources (both people and equipment), material resources, and cost resources. Learn this and more during this lecture.

Project Resources Overview 02:09

Since resources are used to track who and what was used to complete a given task in a project file, the first type of resource you will learn to create is also the most commonly used: the work resource. You create work resources to indicate who completes task work within a project file and what equipment they need to complete the task. Note that people resources can either be specific, such as a specific person with a unique or necessary skill that is required to accomplish a task (e.g. “John Doe”); or they can be general, such as the name of a general type of worker that is required to complete a task (e.g. “Electrician”). Either way, you enter the work resources, their availability, and their associated cost as a resource within your project file. In a later section, you will then learn how to assign these resources to tasks within a project- and let Microsoft Project schedule work assignments as needed. Learn this and more during this lecture.

Creating Work Resources 03:26

Another type of resource you can create within projects is the material resource. In the previous lecture on creating work resources, note you had to select the “Work” option from the “Type” drop-down for any work resources (people, places, or equipment) created. Material resource types are different from work resources in that material resources represent materials used or consumed by the various tasks within a project. Learn this and more during this lecture.

Creating Material Resources 02:12

Another type of resource you can create within your projects is the cost resource. Cost resources are different from work and material resources in that cost resources represent costs commonly incurred to complete various tasks within a project. Learn this and more during this lecture.

Creating Cost Resources Preview 02:07

The work and material resource types that you have created in the previous lectures in this section can have default costs and/or pay rates associated with them. This assists you in recording the costs associated with completing your tasks. Learn this and more during this lecture.

Entering Costs for Project Resources Preview 03:45

Once you have entered a work resource, you can adjust its working schedule so that Microsoft Project can then adjust the scheduling and use of the work resource, as needed. When you create a work resource in the “Resource Sheet” view, you can set the default working calendar for the resource from the “Base Calendar” cell’s drop-down menu. In this lecture, we will examine making individual changes to the availability schedule of a work resource. Learn this and more during this lecture.

Scheduling Work Resources 05:21

As you saw in the previous lecture, you have the ability to edit the individual work availability schedules of selected work resources in your project file. These scheduling changes are made as deviations from a selected base calendar, such as the “Standard” calendar or the “Night Shift” calendar. These base calendars are the calendars that you select when initially creating your project file to choose a default work availability schedule for your project. Sometimes, you may need to create a new base calendar for ease of use within your project file. Learn this and more during this lecture.

Creating New Base Calendars 04:05 + – Resource and Task Assignment 4 Lectures 18:33

Microsoft Project uses effort-driven scheduling by default when you assign your work resources to, or remove resources from, a specific task. As an example, this means that if you assign one person to a task, Microsoft Project will calculate how long that person will take to complete the task based on the person’s work availability. If you assign another person with the same work availability to the same task, Microsoft Project would then decrease the total duration of the task by half. When using effort-driven scheduling, assigning the total work load of the task equally to the two resources results in a reduction of the work time involved by half. Learn this and more during this lecture.

Assigning Work Resources to Tasks 08:28

You can assign material resources to tasks to note project costs associated with the use or consumption of a material resource to accomplish a task. Remember that material resources do not perform any work, and therefore will not change task durations in the way that work resource assignment does. Learn this and more during this lecture.

Assigning Material Resources to Tasks 02:01

You can also assign cost resources to tasks within your project file. Just as when assigning material resources, when you assign cost resources, they have no effect on the scheduling of the tasks. You can assign cost resources to a task to indicate costs incurred to complete a task. This allows you to better track indirect project costs, such as client entertainment or business travel. Learn this and more during this lecture.

Assigning Cost Resources to Tasks 03:37

If you are using Microsoft Project Professional 2013 or 2010, you can make use of the “Team Planner” view to easily assign and manage multiple project tasks and work resources simultaneously. This view also shows how the work resource assignments you make impact other work resources within the project, so you can make additional changes as needed when assigning work resources to project tasks. Learn this and more during this lecture.

The Team Planner- Professional Only 04:27 + – Tracking Project Tasks 4 Lectures 11:43

At this point in your project development, you should have an initial project plan created. Before you begin to record the actual progress made (actual work performed) on the tasks within your project file, you should save a copy of the original project plan. This copy is called a project baseline. You can use the baseline as a reference point later on as you begin to track the actual work performed on the project. Learn this and more during this lecture.

Creating Project Baselines 02:01

Once you have saved your baseline copy and work has started on your project, you need to record the progress (actual work) performed on the tasks within the project file. You can update the tasks individually, or you can mark multiple tasks complete as of a selected date. In this lecture, we will examine how to mark multiple tasks completed as of a specified date. You can use this feature when a project has completed 100% of the tasks on schedule as of a set date. Learn this and more during this lecture.

Updating Multiple Tasks in a Project 02:49

You will often need to update the work performed on individual tasks in a project file. Often tasks with a long duration will need to have their completion progress measured and marked individually as the work is completed over time. Learn this and more during this lecture.

Updating Tasks Individually 04:58

You can also use the “Update Project” function described in lesson 6.2 of this section to reschedule all uncompleted project work. Just as when updating work completed within a project file, this can be applied to all tasks within a project or just for selected tasks within a project. We will now examine how to reschedule uncompleted work within a project to a date that you specify. Learn this and more during this lecture.

Rescheduling Uncompleted Work 01:55
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