The MS Excel and MS Project for Project Managers training course, delivered by The British Academy For Training and Development, 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.

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

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