The MS Excel and MS Project for Project Managers training course, develops practical skills for managing project information, schedules, resources, budgets, progress, and reports using Microsoft Project and Microsoft Excel. The programme combines structured scheduling, resource planning, project tracking, data analysis, and professional reporting techniques for project environments.
Designed within Project Management Training Courses under the Management category, the course enables participants to use Excel dashboards for project data analysis and Microsoft Project for creating schedules, managing dependencies, allocating resources, monitoring progress, and controlling project timelines. Participants develop integrated capabilities in MS Excel and MS Project for Project Managers to improve project planning, monitoring, and reporting.
Course Objectives
By the end of the course, participants will be able to:
By the end of the MS Excel and MS Project for Project Managers course, participants will be able to:
Use Microsoft Project to develop and manage project schedules.
Apply advanced scheduling techniques to project activities.
Create and manage project tasks, milestones, and dependencies.
Perform effective resource planning and allocation.
Track project progress using structured project data.
Use Microsoft Excel for project calculations and analysis.
Develop professional Excel dashboards for project monitoring.
Analyse project costs, resources, timelines, and performance.
Apply project tracking techniques using Excel and Microsoft Project.
Generate structured project reports.
Compare planned and actual project performance.
Improve project communication through accurate reporting.
Integrate Excel data with Microsoft Project information for project management.
Target Audience
This MS Excel and MS Project for Project Managers training course is suitable for:
Project Managers
Project Coordinators
Project Planners
PMO Professionals
Project Controls Professionals
Programme Managers
Team Leaders
Project Administrators
Business Analysts
Resource Managers
Professionals responsible for project reporting
Professionals who use Excel and project management software in their daily work
Course Outline
Module 1: Introduction to MS Excel and Microsoft Project for Project Managers
MS Excel and MS Project for Project Managers overview
Project management applications of Excel
Microsoft Project interface and core functions
Project data structures
Integrating project information with management processes
Setting up project files and workbooks
Module 2: Microsoft Excel Essentials for Project Management
Excel worksheets and workbooks
Project data organisation
Formulas and functions
Tables and data validation
Sorting and filtering project data
Conditional formatting
Project cost and performance calculations
Module 3: Excel Dashboards and Project Reporting
Excel dashboards for project management
KPI development and tracking
Charts and visual reporting
Project performance summaries
Budget and cost dashboards
Resource utilisation dashboards
Creating management-ready reporting templates
Module 4: Microsoft Project Fundamentals
Microsoft Project interface
Creating a new project
Project calendars and working time
Entering tasks and milestones
Task duration and sequencing
Project summary tasks
Creating project baselines
Module 5: Scheduling and Task Management
Scheduling principles
Task relationships and dependencies
Finish-to-start and other dependency types
Critical path analysis
Milestone management
Schedule optimisation
Identifying schedule constraints
Module 6: Resource Planning and Management
Resource planning principles
Creating resource lists
Assigning resources to activities
Resource availability
Resource workloads
Identifying resource over-allocation
Resource levelling and optimisation
Module 7: Project Tracking and Progress Monitoring
Project tracking methods
Setting and using project baselines
Updating task progress
Actual versus planned performance
Tracking dates and durations
Monitoring project milestones
Identifying delays and variances
Module 8: Excel-Based Project Analysis
Project data analysis in Excel
PivotTables and analytical summaries
Project cost calculations
Resource utilisation analysis
Schedule performance analysis
Variance analysis
Connecting data analysis with project decisions
Module 9: Project Reporting and Performance Control
Professional reporting structures
Project status reports
Schedule reports
Resource reports
Cost and budget reports
Performance indicators
Management dashboards and visual summaries
Module 10: Integrated Excel and Microsoft Project Application
Linking Excel analysis with Microsoft Project
Importing and exporting project information
Integrated project tracking
Combining scheduling and reporting workflows
Developing project performance dashboards
Practical project management scenarios
Improving project control through integrated tools