Project Training Charlotte

Microsoft Project Training Charlotte

Group Online Classes

Instructor-led Project classes delivered via Zoom webinar. Hands-on training from the comfort of your home or office.

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Group Onsite Training

Group Project training delivered by a certified MS Office trainer at your location or via webinar.

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How Onsite Training Works?

We use local trainers to deliver hands-on computer training at your company. Onsite training can be fully customized to meet your exact needs. Servicing the greater Charlotte area including Concord, Gastonia, Spartanburg and Rock Hill. Obtain pricing today - it is much more affordable than you think.

How Online Classes Work?

These are small instructor-led webinar classes. We use Zoom or Webex to deliver hands-on training to you in the comfort of your home or office.

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Project Level 1 - Introduction
1 day | Windows | Mac
Duration: 6 hours
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Course Description

In this beginner instructor-led course trainees learn the basic concepts, before proceeding through all the functions required to effectively plan and manage small to medium-size projects. These include scheduling tasks, allocating resources, creating a timeline, tracking costs and reporting.


No prior experience of Microsoft Project is needed. General proficiency with Windows.

Target Audience

Aimed at new users of Project.

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Lesson 1: The Basics

Opening Project
Using the Welcome Project
Creating a New Project
Signing In
Saving a Project
Opening a Project

Lesson 2: Setting Up a Project

Entering Project Information
Setting Working Time
Choosing Automatic or Manual Scheduling
Entering Tasks

Lesson 3: Scheduling Work

Organizing Tasks into Phases
Linking and Unlinking Tasks
Moving Tasks
Rescheduling Tasks
Splitting Tasks
Deleting Tasks

Lesson 4: Managing Resources

Entering Resources
Using the Resource Information Dialog
Assigning Resources to Tasks
Removing and Replacing Resource Assignments

Lesson 5: Creating a Timeline

Showing and Hiding the Timeline
Customizing Timeline Tasks
Changing the Font for Individual Timeline Items
Modifying Global Text Styles
Copying the Timeline

Lesson 6: Managing Tasks

Creating Recurring Tasks
Importing Outlook Tasks
Inactivating Tasks
Updating Task Completion
Updating the Project

Lesson 7: Working with Deadlines and Constraints

Using the Task Information Dialog
Changing the Task Calendar
Using Lag and Lead Time
Creating Milestones
Setting Deadlines
Creating Constraints

Lesson 8: Working with Data

Sorting Data
Filtering Data
Highlighting Data
Grouping Data
Outlining Data

Lesson 9: Creating Reports

Creating a Built-In Report
Creating a Dashboard
Creating a Report from Scratch
Creating a Visual Report

Lesson 10: The Finishing Touches

Viewing the Entire Project
Checking Your Spelling
Running the Task Inspector
Applying a Gantt Chart Style
Highlighting Critical, Slack, or Late Tasks

Lesson 11: Printing and Sharing Your Project

Saving a Project as PDF or XPS
Exporting a Project as an Excel Workbook
Printing a Project
E-mailing a Project

Project Level 2 - Advanced
1 day | Windows | Mac
Duration: 6 hours
More Info

Course Description

This Advanced Project class will take your knowledge to the next level. You will learn about advanced tasks and resource pools, baselines and resolving conflicts, working on multiple projects, using project data, and closing out a project.


Project Level 1 or equivalent experience

Target Audience

Aimed at existing users of Project.

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Lesson 1: Detailed Course Outline The Quick Access Toolbar and Advanced Calendar Topics

Configuring the Quick Access Toolbar
About advanced calendars
24-hour calendars
Creating a global template from a custom calendar
Assigning a task calendar

Lesson 2: Working with Tasks

Adding notes to tasks
Setting a task deadline
Setting task priority
Grouping tasks
Sorting tasks
Filtering tasks
Highlighting tasks
Adding a fixed cost to a task

Lesson 3: Working with Resources

Grouping resources
Sorting resources
Filtering resources
Highlighting resources
Resource working time and resource pools
About resource non-working time
Setting working time for specific resources
Resource pools for sharing resources
Creating a resource pool
Sharing a resource pool
About resource budget costs
Step 1: Creating a Budget Cost Resource
Step 2: Creating a Budget Work Resource
Step 3: Creating a Budget Material Resource
Displaying Budget Cost Resources
Setting up Task Usage view
Assigning a budget resource to the Project Summary Task

Lesson 4: Managing the Project Schedule

Multiple baselines and interim plans
Setting multiple baselines
Setting and using a status date
Resolving resource conflicts and scheduling issues
About resource leveling
Using the Tracking Gantt View
Leveling resources to resolve conflicts and scheduling issues
Delaying a task

Lesson 5: Other Views and Shortcuts

About task forms
Using task forms
About resource forms
Using resource forms
Compound views and the Relationship Diagram
Keyboard shortcuts
Implementing the Relationship Diagram in a compound view

Lesson 6: Working with Multiple Projects and Project Integrations

Consolidation of multiple projects
Advantages and disadvantages of consolidation
Creating a project schedule consolidation
Creating project snapshots
About Project Server, Project Online, and SharePoint

Lesson 7: Working with Project data and Closing out a Project

Working with Project data
Capturing and using Project data in Word and PowerPoint
Capturing and using Project data in Word and PowerPoint
Annotating a project schedule view
Copying the timeline to a PowerPoint presentation
Closing out a project
Final reports
Creating a cost overruns report with headers and footers
Saving a project as a template and using it to create a new project


Key Benefits of Onsite training



Onsite training is an affordable
way to up-skill your entire team.



Let one of our trainers come to you,
we deliver training to your doorstep.



Tailor the training to meet your needs.
All classes are fully customizable.

Group Training Quotation

Step 1 - Choose your format
Step 2 - Choose your course/s
Step 3 - Provide additional details