Global Learning for Operational Leaders
Classroom
12 sessions
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Online / Live
12 sessions
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Introduction
Course overview
Project managers need practical tools to plan, monitor, analyze, and communicate project information effectively. This course provides participants with the essential and advanced skills required to utilize Microsoft Excel and Microsoft Project for project planning, scheduling, reporting, resource management, performance analysis, and stakeholder communication.
What you will achieve
Learning objectives
- Utilize Microsoft Excel for project data management and analysis
- Create project dashboards and performance reports using Excel
- Develop project schedules and plans using Microsoft Project
- Manage project resources, timelines, and progress tracking
- Generate professional project reports and visualizations
- Integrate Excel and MS Project for enhanced project control
- Improve project decision-making through data analysis and reporting
Who should attend
Target audience
- Project managers
- Project coordinators
- Project planners and schedulers
- PMO professionals
- Team leaders and supervisors
- Engineers and technical professionals involved in projects
- Professionals seeking to improve project planning and reporting skills
- Target Competencies
Methodology
Learning approach
- The course combines hands-on workshops, guided exercises, demonstrations, case studies, practical assignments, project simulations, and real-world examples to ensure participants gain practical experience using both MS Excel and MS Project.
Course content
Five focused days of learning and application
Day 1
Introduction to Microsoft Excel and Microsoft Project
- Understanding the role of Excel and MS Project within project management environments
- Exploring the interfaces, navigation tools, and key functionalities of both applications
- Organizing project information and maintaining project data effectively
- Applying essential formulas and functions for project calculations and analysis
- Managing project data efficiently using spreadsheets and structured workbooks
- Visualizing project information through tables and basic reporting techniques
Day 2
Advanced Excel Techniques for Project Management
- Applying advanced formulas and analytical functions to project data
- Creating professional charts and graphical project reports
- Utilizing data validation techniques to improve data quality and consistency
- Applying conditional formatting to highlight project performance indicators
- Developing interactive reports using pivot tables and filtering tools
- Building project dashboards for monitoring schedules, costs, and performance metrics
- Practical workshop: Designing an Excel-based project dashboard
Day 3
Project Planning and Scheduling with Microsoft Project
- Understanding the Microsoft Project environment and project management features
- Creating project schedules and defining project activities
- Establishing task relationships, dependencies, and milestones
- Assigning resources and balancing workloads effectively
- Monitoring project progress and updating project status information
- Utilizing Gantt Charts and timeline views to communicate project schedules
- Practical exercise: Developing a project schedule using Microsoft Project
Day 4
Advanced Project Scheduling and Reporting
- Creating customized fields, tables, and project views
- Managing multiple projects and portfolio-level scheduling activities
- Linking projects to create integrated schedules and reporting structures
- Applying earned value management techniques for performance measurement
- Generating advanced reports and visual dashboards for stakeholders
- Analyzing schedule performance and resource utilization
- Practical workshop: Building an integrated master project schedule
Day 5
Integrating Microsoft Excel and Microsoft Project
- Importing project information between Excel and Microsoft Project
- Exporting project schedules, resource data, and cost information for analysis
- Enhancing project reporting through Excel visualization capabilities
- Analyzing project performance trends using Excel tools and techniques
- Maintaining data accuracy and consistency across project management systems
- Developing integrated reporting processes for project stakeholders
- Practical exercise: Creating combined project performance reports using Excel and MS Project
- Course review, lessons learned, and implementation planning
FAQ
Frequently asked questions
What does Basics and Tools In MS Excel and MS Project for Project Managers (DMBI-017) cover?
This course covers Data Management and Business Intelligence through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 4 - 8 January 2027, with additional classroom dates and mirrored Online / Live options listed in the course schedules section.
Who should attend this course?
Project managers, Project coordinators, Project planners and schedulers
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Yes. The course detail page includes both classroom sessions and Online / Live sessions, with online options aligned to the same course dates for easier planning.
Where are classroom sessions delivered?
Current classroom venues include London, Kuala lumpur, Istanbul, Amsterdam, Frankfurt, Munich, Barcelona.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 accredited training hours.
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