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Integrating & Customizing Microsoft Project(R) for Seamless Reporting

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Integrating & Customizing Microsoft Project(R) for Seamless Reporting

Expand your efficiencies ten-fold by learning how Microsoft Project
can tie into & feed other Microsoft elements and
make project tracking quick & easy.

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Move beyond the essential functions of building and managing integrated schedules, to utilizing the advanced features of Microsoft Project 2010®, producing integrated output that will assist you in the daily management of your projects. This course will help you understand how to produce output that is shared between Microsoft Office® Products (MS Excel®, MS Word®, MS Powerpoint®, MS Outlook®).

 There are several requirements to successfully completing this advanced class, please review them below BEFORE registering. 

This class will help you work smarter and more efficiently with Microsoft Project®.  Mike is an expert and using Project, as well as coordinating Project with the various components of Microsoft so that reporting, status updates, and resource allocations become seamless and efficient.

With hands on instruction you will:

  • Sort, filter, and extract data from MS Project® for use in other MS applications
  • Understand the structure and rules for producing macros and Visual Basic for Applications (VBA) scripts
  • Learn the basics of VBA
  • Gain the ability to integrate MS Project® with the MS Office Suite
  • Produce graphical output in MS Excel®
  • Deliver task information through automating email notification via MS Outlook®

Filters, tables and custom fields

 

Understanding modules and forms

  • MS Project® VBA screen
  • Macros
  • Object libraries
  • Calculating time

 

VBA Basics

  • Define variables
  • Reading records
  • Accessing data
  • Updating records
  • Accessing/Utilizing filtered data
  • Accepting user input
  • Displaying messages
  • Exercise 1 – Write a script to display MS Project® field information

 

Binding other applications

  • Early and late binding options
  • Moving data between applications
  • Calling other object libraries

 

Exercises

  • Exercise 2 – Walk through code to create a burn down chart in MS Excel®
  • Exercise 3 – Create a MS Excel® bar graph
  • Exercise 4 – Create and email via MS Outlook® past due tasks

Anyone in the organization that leads, participates in or is responsible for employees leading or working on projects that are tracked in Microsoft Project®.

Requirements

Understanding VBA and writing basic code instruction is not a difficult endeavor, but are some important prerequisites for this course.

Good working knowledge of MS Project®

  • What the application can and cannot do.
  • How to build and use filters and tables (we will review this)
  • Understand the structure of the project schedule and the task relationships

 

Aptitude for Programming

  • The ability to think in a logical step-by-step manner.
  • NOTE: if you can build good project schedules, you can program

 

A basic understanding of the capabilities of the MS Office® Suite Applications

  • Know required fields and the output types of the MS Office® applications
  • Remember you cannot program the application to do something that is impossible to do manually

“Organized and well run.  Mike is very knowledge and has a comfortable style.  Learning in a positive environment is very enjoyable!”

Lucinda Tippin, Project Manager, Spirit AeroSystems, Wichita, KS

Laptops are provided for each participant so that the in-class exercises can be completed.  Did you read through the requirements you need to have to participate?

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