EU: +44 (0)20 7234 0380
NA: +1 877 406 6078

Microsoft Project

Enhance your Microsoft Project knowledge with two structured training courses, delivered where and when it suits you.


Training methods available:

Training available for Microsoft Project versions:
2003, 2007, 2010 and 2013.


Optimum is an experienced provider of Microsoft Project training – offering two levels of training delivery from either our central-London training centre or at a location and time to suit your staff in a closed-course environment.

The two certification levels split the Project learning into manageable chunks, allowing the delegates to learn the system without being bombarded with too much information at once.

Level 1 is aimed at new users to Microsoft Project, teaching them how to create, define and effectively manage projects using the system.

Level 2 is designed for experienced users who wish to further enhance their knowledge. Learning objectives include combining multiple projects as well as sharing project information with other Microsoft Office applications such as Excel and Access.

For more information or to book a closed-course for your staff, please call Europe: +44 (0)20 7234 0380 or North America: +1 877 406 6078 or fill out the Request Information form in the Contact page.

Project Level 1


This hands-on course is for new users of Microsoft Project who want to be able to use it to manage projects effectively.


1 Day


You need to have basic Windows skills, including opening and saving, copying and moving information, and working with a keyboard and mouse; some knowledge of project management techniques, such as critical path method (CPM), is helpful, but not essential.


  • Use Project to schedule, monitor and communicate details of a project
  • Create a new project, defining scheduling and calendar options for the project
  • Define tasks, timing and work breakdown structure
  • Determine relationships between tasks
  • Assign resources to tasks
  • Build reports


Project Management fundamentals:
Defining a project and project management; understanding the project lifecycle and aspects of the project triangle; review of key project management terms

Getting started:
An overview of scheduling techniques including critical path method, Gantt charts and network diagrams; navigating the Project environment; different views of your project; using pre-made templates or importing info from Excel

Using manual or auto schedule; setting a start date and a schedule from setting; defining different working times and adding holidays and non-working time

Tasks, timings and work breakdown structure:
Using task information; defining milestones and deadlines; understanding duration and elapsed time; working with constraints or deadlines; adding, changing and deleting tasks; creating an outline structure using summary tasks; reviewing the work breakdown; adding a project summary task; adjusting time scales

Task relationships:
Adding tasks to the timeline. Links and dependencies between tasks; setting lag and lead times; task constraints; tracing task paths and viewing the critical path

Managing resources:
Understanding resource driven or effort driven scheduling; assigning resources to tasks; multiple resource assignments; dealing with resource conflicts; leveling resources

Monitoring and reporting:
Saving and viewing a baseline; filtering data; building graphical reports; creating a Burn Down report; formatting reports; copying a report into a presentation

Project Level 2


This hands-on course is for experienced users of Microsoft Project who want to enhance their expertise.


1 Day


To make the most of this course, participants need some experience of Microsoft Project, including: entering tasks, assigning resources to tasks and printing reports and views. Although not a formality, participants should be familiar with most of the topics covered in Optimum’s Microsoft Project Level 1 course.


  • Identify and fix problems in your schedule
  • Manage the project as it progresses, tracking work in progress and managing conflicts
  • Work with costs and budgets
  • Combine multiple projects and consolidate resources
  • Collaborate with team members, other project managers or project sponsors
  • Share project information with other programs, such as Excel or Access
  • Customise Project to match your way of working.


Review resource management:
Resource driven or effort driven scheduling; using a resource calendar; assigning resources to tasks; resource costs, accrued costs and fixed costs; identifying and resolving resource conflicts and over-allocation.

Working with costs:
Applying costs to resources; assigning different rates to a resource; adding fixed costs; assessing costs; views to help with costs; using Excel links; creating and tracking resource budgets.

Tracking and updating the schedule:
Understanding tracking techniques, using the Tracking toolbar; adding the actual times and costs; updating tasks and updating the project; adding progress bars; working with baselines; comparing baselines with actual data; making the most of tracking views and tables.

Sharing resources and resolving conflicts; creating a resource pool; attaching a project to a resource pool; monitoring all resource assignments; combining projects quickly; keeping information up-to-date; updating working times; opening a sharer file and updating the resource pool; creating dependency between projects. Exporting information to Excel and Access; copying and pasting information; opening or saving other file formats.

Customising Project:
Creating a custom view or a custom table; customising graphical reports; creating and using a Project template; customising the Global template; personalising toolbars and menus; recording and running a macro.