Introduction Level Sessions

Session 1 Getting Started

• Screen familiarisation
• Ribbon v Toolbar mode
• Changing Time Line display

Creating a New Project

• Creating a project with a template
• Entering project information

Calendars

• Setting the default Calendar
• Setting exceptions in the Calendar

Creating a Linked Bar Chart

• Entering Tasks and durations
• Move/Insert/Delete tasks
• Marking project milestones
• Updating tasks
• Multiple tasks (Split/Merge tasks)

Critical Path Analysis

• Adding Links
• Linking tasks and rescheduling
• Critical Path and Float

Session 2 Critical Path Analysis (Con’t)

• Show/Hide the critical path
• Working with Constraints e.g. Constraining tasks to specific dates
• Setting Lead and Lag time
• Changing the Project start e.g.  date
• Working with the Date zone
• Exercise 1

Session 3 Creating Project Structure

• Creating summary tasks
• Showing and hiding sub-tasks
• Exercise 2

Formatting

• Display switches to show/hide chart elements
• Display different task data on Bar Chart
• Formatting the task detail
• Adding textual annotations

Creating Code Libraries

• Creating new code library entries
• Applying code libraries
• Basic task Filtering
• Exercise 3

Session 4

• Exercise 4

Basic Progress Entry

• Adding columns to the table
• Entering progress
• Setting a progress date
• Displaying a progress line
• Connecting text boxes to bars
• Exercise 5

Printing

• Setting print options
• Setting a border file
• Using print preview
• Adding project properties

Intermediate Level Sessions

Session 1 Linking

• Further linking methods

Tasks (more in-depth view)

• Creating Expanded tasks
• Using Hammocks
• Creating Buffer tasks
• Create task pools
• Use recurring tasks
• User defined fields
• Exercise 1

Session 2 Resources

• Configure spreadsheet
• Setting up a basic resource library
• Applying resources to tasks
• Using supplied Histograms to show resource allocations
• Saving resource information as a View
• Exercise 2

Session 3 Working with Baselines

• Create & Save a baseline
• Multiple baselines

Progress

• Progress entry using progress periods
• Straight line v Jagged line programmes
• Displaying multiple progress periods
• Comparing progress to a baseline
• Using the spreadsheet to report progress
• Assigning alternative calendars to tasks
• Adding notes to tasks

Session 4

• Exercise 3

Working with Views

• Creating Filters
• Creating Sorts
• Formatting the Bar Chart
• Change and Save Views

Creating a Company Template

• Saving company templates

Advanced Level Sessions

Session 1 Managing Costs & Income

• Creating costs
• Understanding cost properties including:
  • Fixed Costs
  • Time based
  • Task work based
• Allocating costs
• Exercise 1

Session 2 Managing Costs & Income (Con’t)

• Cost Histograms
• Income
• Create net cash flow analysis
• Cost profiling
• Exercise 2

Session 3 Permanent Resources

• Setting up as basic resource library
• Understanding resource modelling
  • Non‐modelled
  • Effort & Work on allocation
  • Work from task
• Allocating Resources – applying to tasks
• Resource costs and cost rates
• Exercise 3
• Using supplied Histograms
• Resource Histograms
• Resource Breakdown Structure
• Exercise 4

Session 4 Consumable Resources

• Creating consumable resources
• Allocating consumable resources
• Non‐modelled
• Quantity on allocation, Quantity from task
• Supply and Consumption
• Costs
• Histograms

Baselines

• Creating a baseline
• Showing baseline v live cost comparisons
• Creating cost comparison tables
• Exercise 5

Optional Extra – Time Permitting Reports

• Using the Earned Value Reporter
• S Curves

NEC Requirements

Session 1

• Showing Time Risk allowance
• Linking/Critical path and float
• Showing key dates
• Terminal float between Planned completions and the Completion date
• Exercise 1

Session 2

• Basic resource and code library allocation for 3rd party display
• Exercise 2

Session 3

• Hammocks to show cost implications of delays to prelims
• Exercise 3
• Baselines
• Early Warnings
• Compensation events

Session 4

• Exercise 4
• Progress updating