Course Details

Duration: 1:07:31

Audience: Managers, Resources

Overview of Course: This course will go into the details of building out a project Work Breakdown Structure, scheduling the project, adding dependencies, and assigning resources.  It will also begin to explore how to search for available resources based on workload and role. Finally, once the project plan is complete, you will learn how to baseline and activate the project.

Topics Include:

• (0:00) Create a New Project
• (4:40) View New Project
• (6:04) Define Project Schedule
• (12:24) Set Project Start Date
• (13:41) Potential Conflicts with Manual Dates and Dependencies
• (18:41) Staffing the Project
• (19:20) Resource Load & Assigning from Group
• (21:27) Explanation of Resource Load Calculation
• (25:26) Calculation of Unit
• (29:03) Filters in the Resource Load
• (34:48) View Remaining Effort
• (38:19) Assign Work to Available Resource
• (39:53) Replace Resource
• (41:32) Add Group to Resource Load View
• (42:35) Add Individual People to Resource Load View
• (43:15) View Resource Load by Project
• (45:54) Exclude Project(s) from Resource Load View
• (47:28) Add/Remove Columns from Resource Load View
• (48:18) Load vs. Availability Toggle
• (49:44) Download/Export Resource Load Data
• (50:49) Review Project Plan
• (52:02) Share Project Roadmap
• (58:58) Share Project Gantt
• (1:00:23) Activate Project
• (1:02:16) Save Project Baseline
• (1:04:41) Review Changes: Compare Baseline to Current Plan

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Related Videos:

• Resource Load Tutorial
• Project Scheduling Tutorial
• Work Policy Tutorial
• Tracking Plan Against Baseline and Actual Tutorial
• Interactive Gantt Tutorial
• Roadmap Tutorial

Additional Reference Materials: