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UBC Award of Achievement in Project Management with Microsoft Project >

1. Scheduling Projects and tasks

Feb 19, 2016 Or May 27 2016

1. Scheduling Projects and tasks
Feb 19, 2016 Or May 27 2016
2. Managing projects and resources
Feb 26, 2016 Or Sat-May 28 2016
3. Initiating Projects Laying the Foundations for Success
Mar 4, 2016 Or June 3, 2016
4. Specifying and Estimating Deliverables
Mar 11, 2016 Or Sat-June 4, 2016
5. Building High-performance Teams to fast track projects
April 1, 2016 Or June 10, 2016
6. Communicate progress to clients and management
NMar 4, 2016 Or Sat, June 11, 2016
Brian Mullen , M.Sc, MCP,  your workshop leader UBC Robson Square

UBC Project Management with Microsoft Project consists of six sessions given on Fridays. You can register for all sessions or just for selected sessions. Receive a UBC Award of Acheivement in Project Management with Microsoft Project when you complete all six sessions. You may complete the sessions over multiple terms The course is given three times per year (Jan/Feb, May/June and Sept/Oct).

Bring your a flash drive to capture your exercises and sample files.

This PM1 session is presented 75% hands on with Microsoft Project and 25% lecture and brainstorming in a computer lab at UBC Robson Square (corner of Robson and Howe) in beautiful downtown Vancouver. The course is given three times per year (Jan/Feb, May/June and Sept/Oct). Vancouver. Each student will have Microsoft Project 2010 installed on their desktop. You will receive 200 plus page workbook for this session.

First day of UBC Award of Achievement: Project Management with Microsoft Project. See a detailed course agenda of topics.

Microsoft Project Network diagram and Tracking Gantt view

We brainstorm a project plan with their team using a case study. Each participant will enter this plan into Microsoft Project using the Network diagram and then view the project schedule with the Tracking Gantt view.

In this session, participants will learn to: 

  1. Define subtasks and summary tasks with a work breakdown structure.
  2. Manage complexity with outlining.
  3. Brainstorm milestones and tasks with Project team.
  4. Enter tasks into Microsoft Project 2013.
  5. Define dependencies between tasks.
  6. Create a critical-path schedule.
  7. Create custom calendars to define working time.
  8. Share custom views and tables between projects and between users.
  9. Update tasks information with tables.
  10. Create a project baseline.
  11. Track schedule progress once project is underway

This session sets up basic planning skills for the balance of the Project Management with Microsoft Project UBC Award of Achievement.  Participants will create a project plan for a case study. We will enter this case study into Microsoft Project in the afternoon of day 1 to create a critical path schedule.

Planning software supports planning by scheduling tasks and calculating start and end dates for each task, so your plan is up-to-date after every change. We use Microsoft Project to demonstrate key planning concepts. You will define working calendars, task and dependencies to create a critical path schedule. You will also capture actual progress to track project. After this session you will be able to save a project baseline, capture actual start and end dates to track a project progress and report progress to management against a project baseline. The following process steps will be presented in this session.

We demonstrate planning concepts using Microsoft Project. With any sizable project of hundreds or more tasks, you need planning software to plan the project, assign tasks effectively and keep plan up to date. To complete your homework, you can download a 60-day demo copy of Microsoft Project from the Microsoft Project web site "www.microsoft.com/en/ca/".

Planning a project without planning software would be like doing financial analysis without a spreadsheet. Planning software enhances our ability to plan and track projects. Planning software can record working days in a calendar and translate working days (1, 2, 3, ...) into dates which spreadsheet software cannot. As well planning software such as Microsoft Project allows us to assign multiple resources to a task. Microsoft Project calculates costs based on assignment work and rolls costs up to the summary tasks and to the project level.

In team planning sessions you brainstorm project work for a detailed project phase or to define tasks in a methodology. Team planning sessions improve communication amongst the project team, uncover wide range of tasks, build commitment to the plan. Use team planning sessions to kick-off your project and to define methodologies with your team. This session introduces turbo-brainstorming, the high-speed way to build project plans. See other topics in the   Project Management with Microsoft Project  course

Click to register for PM1 session at UBC


Agenda for 1. Scheduling Projects and Tasks, Feb 19, 2016 Or May 27 2016 - 9am to 4pm

  Topic
9:15 am 1. Plan to succeed with Project Management
  • Improve quality of projects with project planning
  • Execute project phases with knowledgable team
  • Expand knowledge with Questions
  • Manage project life cycle with work breakdown structure
  • Demonstrate Project Management concepts with Microsoft Project.
  • Cost benefit of planning
  • Project planning process
  • Reduce mental overload with Planning
9:30 am 2. Brainstorm phases, deliverable and tasks with Team-planning sessions

A team planning session will be conducted for the case study. A plan of 40 to 80 tasks will be prepared in one hour by class participants. We enter this plan into Microsoft Project.

  • Achieve benefits of team-planning sessions.
  • Plan session with sponsor.
  • Planning workspaces.
  • Brainstorm tasks.
  • Sort tasks.
  • Define resources.
  • Assign tasks to resources.
  • Validate plan
10am Coffee break 
10:15 am 3.1 Define Work breakdown structure with Summary tasks and sub tasks
  • Start new project from existing project
  • Brainstorm deliverables and tasks for each phase
  • Create summary task
  • Group subtasks under a summary task
  • Communicate Work Breakdown Structure with Outline numbers
  • Compare Manual scheduling with Automatic scheduling
11:45am Lunch  
Afternoon  3. Scheduling projects and tasks with Microsoft Project 3. Scheduling projects and tasks with Microsoft Project
1pm 3.2 Define tasks and dependencies with network diagram
  • Open multiple Windows in MS Project.
  • Add Tasks from Post-its on Flipcharts) with network diagram. 
  • Define dependencies between tasks. 
  • Customize dependencies between Tasks. 
  • Create Custom View to Edit Network diagram layout. 
  • Edit Network diagram Layout. 
  • Format Network diagram to communicate maximum information. 
  • Print Network diagram.
1:45pm 3.3 Update tasks with tables and forms
  • Understand standard tables and task columns.
  • Customize Task Tables. 
  • Lookup column definitions. 
  • Inserting columns into Custom tables. 
  • Enter New Task into Task Table. 
  • Create Precedence Link in Task Table. 
  • Check Layout on the Pert Chart. 
  • Sort Tasks in Task Table with Drag and Drop.
  • Insert Hypertext Link. 
  • Insert Recurring Tasks to Plan. 
  • Customize Project to suit your working style.
  • View Task fields in Microsoft Project with Task Tables.
2:30pm coffee  
2:45 pm 3.4 Present schedule with Tracking Gantt chart
  • Add Tasks from Post-its on Flipcharts) with network diagram. 
  • Define dependencies between tasks. 
  • Customize dependencies between Tasks. 
  • Create Custom View to Edit Network diagram layout. 
  • Edit Network diagram Layout. 
  • Format Network diagram to communicate maximum information. 
  • Print Network diagram.
3:15pm 3.5 Define working days and shifts with Calendars
  • Define country and organization calendars.
  • Define working days and shifts
  • Attach project calendars
  • Share calendars between projects with organizer
345pm 3.6 Track and report project progress
  • Enter actual start and finish dates
  • Enter percentage complete
  • Rollup progress to project level
4pm Finish of first day


email Brian Mullen with your questions

See for student questions and my answers to participant questions.

Click to register for this course


Last updated: Dec. 12, 2016