Advanced Resource, Budget, and Cost Management in Microsoft Project

By Ben Howard
This is an advanced project course, aimed at users who need to take their knowledge to the next level. Throughout the course, multiple features are combined to allow you to plan, track, analyse and report on your project like a seasoned professional.
Play course overview
Course info
Level
Advanced
Updated
Jun 30, 2020
Duration
2h 31m
Table of contents
Course Overview
Course Overview 2m
Creating and Analyzing Task Dependencies
Course Introduction 3m Summary 1m Understanding Lead and Lag Times 2m Understanding Task Dependencies 6m Using the Task Inspector 7m Using the Task Path for Clarity 3m
Leveling Resources to Ensure They Are Not Overallocated
Automatic vs. Manual Leveling 4m Introduction to Resource Leveling 4m Leveling Best Practices 2m Leveling a Single Resource 4m
Understanding Different Resource Rates
Demo: Resource Rates 3m Resource Rates Summary 1m Understanding Resource Rates 2m
Understanding and Using Budgets
Comparing Budget vs. Actual Costs 2m Creating and Assigning Material and Cost Resources 3m Creating and Working with Budgets 5m
Keeping the Plan up to Date
Demo: Updating the Plan 5m Putting the Project on Hold 4m Reviewing the Changes and Rescheduling the Plan 5m Understanding Tracking Scenarios 6m Updating the Plan 6m
Managing Stakeholders - Advanced Communication Techniques
Creating Multiple Timelines 4m Creating a New Project Report 8m Formatting the Gantt Chart 9m Introduction to Advanced Communication 2m Saving a Modified View 2m Summary 2m
Creating a Custom Formula and Copying It to Other Projects
Creating Your First Formula 7m Importing Formulas from Other Files 4m Introduction to Formulas 3m Organizing Formulas for Use Everywhere or Nowhere! 5m Summary 1m
Sharing Resources between Multiple Plans and Master Projects
Creating a Resource Pool 4m Creating and Using Master Projects 5m Opening a Shared Resource Pool in a Master Project 2m Summary 2m Using a Resource Pool from Another Project 5m
Exploring Other Learning Opportunities
Summary and Other Learning Opportunities 5m
Description
Course info
Level
Advanced
Updated
Jun 30, 2020
Duration
2h 31m
Description

The aim of this course is to teach you the things that only the seasoned professionals know about Microsoft Project, but without incurring the battle scars! In this course, Advanced Resource, Budget, and Cost Management in Microsoft Project, you'll learn advanced skills required to track, analyze, and report on your project like a pro. First, you’ll learn how to analyze tasks to see what’s actually driving your schedule. Next, you’ll deal with money, looking at different resource rates and creating and tracking budgets. Finally, you’ll look at advanced project tracking, where you’ll combine several techniques to help you minimize the number of updates you need to perform and minimize the disruption to the rest of the schedule. When you’ve finished the course, you'll have the skills and knowledge to use Microsoft Project just like a seasoned professional.

About the author
Ben Howard
About the author

Ben is a Microsoft Project, Project Server/Online consultant, and Data Specialist with over 20 years of implementation experience. He has been a Microsoft MVP for nine years, as well as blogging on various project server scenarios, has articles published on the Microsoft Project User Group (MPUG), and is the author of Microsoft Project 2013 Plain & Simple.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hello everyone. My name is Ben Howard, and welcome to my course, Advanced Resource, Budget, and Cost Management in Microsoft Project. The aim of this course is to teach you the things that only the seasoned professionals know about, but without you getting the battle scars that they've got. First, you'll learn how to analyze tasks to see what's actually driving your schedule. Next, you'll deal with money, looking at different resource rates and creating tracking budgets. And finally, you'll look at advanced project tracking where we'll combine several techniques to help you minimize the number of updates you need to perform and minimize the disruption to the rest of the schedule. When you finish this course, you'll have the skills and knowledge to use Microsoft Project just like a seasoned professional does. In terms of prerequisites, this is an advanced course, and so I'd recommend completing the following courses on Microsoft Project: Creating and Printing Project Plans using Microsoft Project, which is a beginner course, and Tracking Progress and Using Resources and Costs in Microsoft Project, which is an intermediate course. Both courses are written by me, and so this course follows on nicely in terms of learning goals and styles. I hope you'll join me on this course, Advanced Resource, Budget, and Cost Management in Microsoft Project, at Pluralsight.

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