Enrolment options

This course aims to teach participants:

USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS

  • User Preferences

  • Create Users

  • Admin Preferences

  • Miscelaneous Defaults

CREATING ROLES AND RESOURCES

  • Understanding Resources and Roles

  • Creating Roles

  • Creating Resources and the Resources Window

ASSIGNING ROLES, RESOURCES AND EXPENSES

  • Assigning Roles, Resources and Expenses

  • Understanding Resource Calculations and Terminology

  • Project Window Resource Preferences User Preferences Applicable to Assigning Resources

  • Activities Window Resource Preferences and Defaults

  • Assigning and Removing Roles

  • Assigning and Removing Resources

  • Resource and Activity Duration Calculation and Resource Lags

  • Expenses

  • Suggested Setup for Creating a Resourced Schedule

RESOURCE OPTIMIZATION

  • Resource Optimization

  • Reviewing Resource Loading

  • Resource Assignments Window

  • Copying and Pasting into Excel

  • Other Tools for Histograms and Tables

  • Methods of Resolving Resource Peaks and Conflicts Resource Leveling

  • Leveling Examples

  • Resource Shifts

  • Guidelines for Leveling

  • What to look for if Resources are Not Leveling

UPDATING A RESOURCED SCHEDULE

  • Introduction Budget Values & Baseline Projects, Data Date, Required Information to Update Project

  • Window Defaults for Updating a Resourced Schedule

  • Percent Complete Types,

  • Using Steps to Calculate Activity Percent Complete

  • Updating the Schedule, Updating Resources,

  • Updating Expenses

The following people should consider attending this course:

  • Programme Managers and Project Control staff evaluating the software against your organisational requirements.

  • Project schedulers who wish to learn how to use the software to schedule and control projects.

  • Database managers who wish to understand how to set up and administer a database.

  • Experienced project personal who wish to learn how to schedule and control a project.

Students should have:

  • The ability to use a personal computer and understand the fundamentals of the operating system,

  • Experience using application software such as Microsoft Office and

  • An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.

Skill Level: Beginner
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