Microsoft Excel & MS Project Essentials for Project Managers Training Course

Module 1: Introduction to MS Excel and Microsoft Project for Project Managers

• MS Excel and MS Project for Project Managers overview
• Project management applications of Excel
• Microsoft Project interface and core functions
• Project data structures
• Integrating project information with management processes
• Setting up project files and workbooks

Module 2: Microsoft Excel Essentials for Project Management

• Excel worksheets and workbooks
• Project data organisation
• Formulas and functions
• Tables and data validation
• Sorting and filtering project data
• Conditional formatting
• Project cost and performance calculations

Module 3: Excel Dashboards and Project Reporting

• Excel dashboards for project management
• KPI development and tracking
• Charts and visual reporting
• Project performance summaries
• Budget and cost dashboards
• Resource utilisation dashboards
• Creating management-ready reporting templates

Module 4: Microsoft Project Fundamentals

• Microsoft Project interface
• Creating a new project
• Project calendars and working time
• Entering tasks and milestones
• Task duration and sequencing
• Project summary tasks
• Creating project baselines

Module 5: Scheduling and Task Management

• Scheduling principles
• Task relationships and dependencies
• Finish-to-start and other dependency types
• Critical path analysis
• Milestone management
• Schedule optimisation
• Identifying schedule constraints

Module 6: Resource Planning and Management

• Resource planning principles
• Creating resource lists
• Assigning resources to activities
• Resource availability
• Resource workloads
• Identifying resource over-allocation
• Resource levelling and optimisation

Module 7: Project Tracking and Progress Monitoring

• Project tracking methods
• Setting and using project baselines
• Updating task progress
• Actual versus planned performance
• Tracking dates and durations
• Monitoring project milestones
• Identifying delays and variances

Module 8: Excel-Based Project Analysis

• Project data analysis in Excel
• PivotTables and analytical summaries
• Project cost calculations
• Resource utilisation analysis
• Schedule performance analysis
• Variance analysis
• Connecting data analysis with project decisions

Module 9: Project Reporting and Performance Control

• Professional reporting structures
• Project status reports
• Schedule reports
• Resource reports
• Cost and budget reports
• Performance indicators
• Management dashboards and visual summaries

Module 10: Integrated Excel and Microsoft Project Application

• Linking Excel analysis with Microsoft Project
• Importing and exporting project information
• Integrated project tracking
• Combining scheduling and reporting workflows
• Developing project performance dashboards
• Practical project management scenarios
• Improving project control through integrated tools