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Project Management Essentials using Microsoft Project

Project Management Essentials using Microsoft Project

There’s no need to travel out of town to get Project Management training.

We have a unique opportunity for Taranaki business owners and managers to learn everything they need to know about Project Management from an experienced national trainer and consultant.

All training courses are held in a tailor-made training suite at the Staples Rodway office in New Plymouth CBD.

Your business may also qualify for New Zealand Trade and Enterprise capability funding (50% subsidy). Please contact before registering so that you can receive your discount code prior to purchase.

WHEN: 4th & 5th December, 9:00am-4:30am

WHAT: A comprehensive introduction to the essential techniques for planning, managing, controlling and developing strategy to enhance project management capability using modern Project planning tools – Microsoft Project.

Microsoft Certified Technical Specialist and Trainer

Andy Jessop has been in the Project Management industry since 1983 and has helped thousands of users around the world make Microsoft Project work for them. He’s even worked with Microsoft to define the curriculum and examination questions that assess technical Microsoft Project competencies.

Andy is a regular tips and tricks presenter and has been an active member and officer of the Microsoft Project User Group since 2002. He is also the lead content developer for the Project Mentor and Project Companion systems.

Click for course content & details

Project preliminaries
This initial module introduces the user to Microsoft Project, explains the commands available and how they are accessed. The menu system, toolbars, help and shortcut menus are discussed. The components that make up a project are introduced, to create a new project plan. To this plan, the essential components of a base calendar and a resource pool are added, making the model ready to plan the work to be done.

Planning the work
This second module expands the basic project, answering two fundamental questions: What? and How? The reasons for outlining the project are discussed, along with practical ways to create the task hierarchy. Ways to specify the tasks themselves are introduced including task notes and task durations. Methods to relate the tasks together are then examined, along with the necessity for links and how the links can be made. The project’s schedule is then reviewed to ensure that it is both accurate and flexible.

Reviewing the schedule
The third module looks at how the project’s schedule can be viewed and reported upon, answering the question: When? Methods to display words and numbers are explored, as well as the level of detail required both on screen and on paper. Ways to format the graphics within a report are introduced, explaining what the symbols mean and how they can be interpreted. Creating the reports themselves is then introduced, with recommended ways to make the information provided clear and concise.

Assigning people and costs
As most project schedules involve work, module four introduces how people from the project’s resource pool can be assigned to the tasks within the schedule. Tasks become more real when they involve the work of one or more people. How this work gets calculated is examined, together with the many options that are available. Ways to examine the work against time are introduced, along with ways to amend the assignments themselves. As work usually incurs cost, direct and indirect costs are added to the project plan.


  • Introducing Microsoft Project
  • How Microsoft Project communicates with you
  • How you communicate with Microsoft Project
  • Creating a project document and its properties
  • Defining the project’s base calendar
  • Creating the project’s resource pool



  • Deciding about the project’s structure
  • Creating the outline of tasks to be done
  • Detailing the individual tasks
  • Determining task durations and how tasks will be scheduled
  • Relating the tasks to each other
  • Displaying the structure and the sequence




  • Looking at project fields within groups of columns
  • Formatting how words and numbers are shown
  • Filtering and grouping the detail within the rows
  • Formatting the bars of a Gantt chart
  • Formatting the chart against a timescale
  • Sharing information with other applications
  • Printing the project’s information


  • Relating people to tasks
  • Making tasks incur cost
  • How work against tasks is scheduled
  • Changing a task’s assignments
  • Viewing assignments against a timescale
  • Editing discrete assignments
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