Microsoft Project Tips

Microsoft Project Tips & Tricks Series

Brush up on your Microsoft Project skills while earning PDU credits!  Join Wicresoft’s Microsoft Project guru, Bridget Fleming, in a three part Microsoft Project Tips & Tricks webinar series.

Bridget has over 20 years of experience using Microsoft Project and she is a Microsoft Certified Professional for Microsoft Project.  In addition, she is a certified Project Management & Scheduling Professional (PMP, PMI-SP).  As an industry expert, she participated as a core member on the Project Management Institute (PMI)international team that developed the PMI Practice Standard for Scheduling – Second Edition.

Bridget’s background allows her to teach not only the “how”, but also the “why”.  But, don’t take my word for it – here are just a few raving reviews that she has received from students that attended her course:

Great instructor – captivating speaker and clearly demonstrated expert knowledge.

Thoroughly impressed with the instructor’s teaching style and subject knowledge.

Bridget was extremely knowledgeable and eager to share her wealth of experience with the class.

Thorough overview of project management – excellent presentation of concepts  outstanding instructor.

Awesome class – I’m glad I had the chance to attend!


#1 Schedule Management Planning and Initiating your Schedule

All too often, an organization or new user starting out with Microsoft Project starts by immediately entering tasks into a schedule. However, there are some important decisions and steps that should happen first! There are elements that should be standardized across an organization, so if others in your company are already using Microsoft Project, check to see if there are standards set up.

This session covers both the processes that need to be defined and followed, and the Microsoft Project steps needed to incorporate them!

  • Create your Schedule Management Plan
  • Establish the criteria and tasks for developing, monitoring, and controlling the project schedule. Includes topics such as roles and responsibilities, baseline process, schedule update method, and schedule change and review process
  • Set your Project Options
  • Define Calendars
  • Specify a Project Start Date
  • Name your Project
  • Establish your Work Breakdown Structure

If your organization has not yet set up these standards, you can lead the way!!


#2 Estimating Tasks and Defining the Task Flow

Determining the estimates for our tasks and their dependencies on each other are critical steps in building our Microsoft Project schedule. We want the schedule information to be as accurate as possible to enable us to understand when we can finish each task and, more importantly, when we can finish the project!

This session will talk about best practices for determining task estimates and how Microsoft Project supports incorporating those estimates. Microsoft Project allows several approaches to setting task estimates using different Task Types. We will discuss how and when to use each approach with lots of examples and comparisons. Additionally, we will cover linking tasks in Microsoft Project to simulate the flow of the work in your project. You will leave this session with a much stronger understanding of the best way to estimate and link YOUR projects!

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#3 Working with Resources in Microsoft Project

One of the biggest challenges on projects is making sure that we have enough people to perform all of the tasks needed to complete the project. In addition, our project may have equipment or material resources that we want to identify and manage.

In this session we will discuss different types of resources and how to incorporate them into your Microsoft Project schedule. We will look at various views and reports that help us identify any resource conflicts that we may have, as well as ways to approach resolving them. You will also learn the difference between resource-limited and time-limited levelling and when to use each.

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