Home Data Management and Business IntelligenceBasics and Tools In MS Excel and MS Project for Project Managers

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Basics and Tools In MS Excel and MS Project for Project Managers

Data Management and Business Intelligence 0 live dates

UPCOMING SEMINAR Contact us Get up to 50% Discount for Group Participants.

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UPCOMING SEMINAR €1,850.- Get up to 50% Discount for Group Participants.

Venue Online

Date Dates on request

See more dates venues

Venue and date

Venue on request

Dates on request

Seminar content

What you will learn

Why Attend
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.

Course Methodology
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 Objectives
By the end of this course, participants will be able to:

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

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

Project scheduling
Data analysis and reporting
Resource management
Dashboard development
Project monitoring and control
Microsoft Excel proficiency
Microsoft Project proficiency
Project performance management

Benefits

Why attend this seminar

Build current, practical knowledge in data management and business intelligence.
Translate the course ideas into actions you can use immediately at work.
Review real schedule options across 13 venues and live dates.
Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

Structured seminar input and guided discussion.
Applied examples using current business situations.
Focused explanations based on the stored overview and outline.
Clear next steps for implementation after the course.

Target audience

Who this is for

Professionals responsible for data management and business intelligence.
Managers, specialists, and team leads who need applied skills.
Participants looking for a focused route into Basics and Tools In MS Excel and MS Project for Project Managers.

Seminar details

Detailed outline

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

Dates and locations

Available seminar dates

50% DISCOUNT FOR GROUPS

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Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

Participants receive an INFORAMTECH certificate for completing Basics and Tools In MS Excel and MS Project for Project Managers.
The certificate recognises attendance and successful participation in the seminar.
It can support professional development records within data management and business intelligence and related functions.

Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

2 participants: 20% discount
3 participants: 35% discount
5 or more participants: 50% discount

Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

EU Companies (with valid VAT number): VAT may be reverse charged (0%)
EU Individuals (without VAT number): VAT is applicable based on local regulations
Non-EU Participants: VAT is generally not applicable (0%)

Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?

More than 14 days before the course: Full refund
7-14 days before the course: 50% refund
Less than 7 days before the course: No refund

Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

Transfer to another date
Receive full refund

Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

“

The structure of Basics and Tools In MS Excel and MS Project for Project Managers made the topic practical and easy to apply immediately.

Course participant

Data Management and Business Intelligence

“

The venue and date options made planning the right session straightforward.

Seminar attendee

Venue on request

“

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager

Professional development