Microsoft Project - Basic Introduction

The course will help you become familiar with the Project environment, browsing and navigating project files through a hands-on experience.

You will learn how to use Project 2016 and all of its basic components including setting up and configuring Gantt charts, configuring assigning and managing resources and costs through to resolving over-allocation and levelling.

This course will help you meet the following objectives:

  • Understand Project management concepts
  • Configure Gantt charts and use dependencies and constraints, Resources and Costs.
  • Create Baselines and Mark up tasks on percentage completion.
  • Report production and output as well as basic evaluation of costs for variance, expenditure and budget analysis.

Target Audience

Basic Project users.


The aim of this course is to provide you with the knowledge required by an end-user of Microsoft Project 2016.


Some basic project management skills would be preferable

Microsoft Project Scheduling

  • Auto and Manual Scheduling
  • Effort Driven Scheduling 
  • Duration-Work-Units 
  • Views-Tables-Filters 
  • Milestones 
  • Task Relationships 
  • Lead & Lag Times 
  • Setting Tasks to Manual Scheduling 
  • Setting Projects to Auto Schedule & Effort Driven

Overview of Microsoft Project

  • Command Tabs 
  • Short Cuts 
  • ScreenTips 
  • File Architecture 
  • Organizer 
  • Changing the Timescale 
  • Timescale Options 
  • Non-Working Time Tab 
  • System Options 
  • Filters 
  • Help 
  • Indicators 
  • Hyperlinks

Task Information

  • Task Information General 
  • Task Information Predecessors 
  • Task Information Resources 
  • Task Information Advanced 
  • Task Information Notes

Creating a Project

  • Creating a Project 
  • Setting the Environment
  • Base Calendars 
  • Resource Calendars 
  • Task Calendars 


  • Setting the Baseline 
  • Tracking 
  • Updating Tasks 
  • Updating Actual Work 
  • Updating a Project 
  • Clearing the Baseline

Outlining a Project

  • Project Summary Task 
  • Indenting and Out-denting Tasks


  • Entering Resources 
  • Assigning Resources 
  • Resource Driven Projects
  • Working with Resources
  • Resource Sheet 
  • Resource Information Dialog
  • Costs
  • Assigning Resources
  • Deleting Resources

Over Allocation 

  • Resource Over Allocation 
  • Automatic Levelling
  • Task Usage View 
  • Resource Usage View 
  • Scheduling Issues

Task Constraints

  • Setting Soft & Hard Constraints 
  • Scheduling Conflicts 
  • Deadline Dates
  • Deadline Indicator 
  • Missed Deadline Alert 

Project Timeline

  • Project Timeline 

Printing Reports

  • Overview of Views and Reports 
  • Printer Settings 
  • Page Setup 
  • Copy Picture


  • Configuring and Adding Subprojects 

Resource Pools

  • Creating a Resource Pool
  • Sharing Resources
  • Managing the resource Pool
  • Reviewing Workloads

Course Testimonials

"The course was very useful and will equip you with the skills as well as a better understanding of how to manage project effectively and hopefully deliver projects on time." - HR Business Partner, Croydon Council, February 2017
"Thank you very much. I found the course interesting and the trainer was very clear and explained things very well." - PA, Corporate, LGC, July 2017