Project Management Tools

This course provides hands on training for four key tools that project managers use in their everyday job. MS – Project for detailed project planning, Clarity for people and time management, JIRA for Agile management.

Course Description

You should consider this course if...
You want to differentiate yourself from a regular PM and be an expert in your profession with hands on knowledge of key tools

Are there any course prerequisites?
There are no pre-requisites but familiarity with project management concepts is helpful

PM tools (VISIO, Jira, Axure, req pro and iGrafx) e-learning free as a bonus if you purchase the instructor lead version of this course

Self paced learning ?

  3 most commonly used PM tools
  Work on a real project
  Details tips and tricks for each tool

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Course Curriculum

+1. Microsoft Project — 6 hours

Getting Started with Microsoft Project
– Identify Project Management Concepts
– Navigate the Microsoft Project 2016 Environment

Defining a Project
– Create a New Project Plan
– Define a Project
– Assign a Project Calendar

Creating and Organizing Tasks
– Add Tasks to a Project Plan
– Import Tasks From Other Programs
– Create a Work Breakdown Structure
– Define Task Relationships
– Schedule Tasks
– Manual vs auto schedule

Managing Project Plan Resources
– Add Resources to a Project Plan
– Create a Resource Calendar
– Enter Costs for Resources
– Assign Resources to Tasks
– Resolve Resource Conflicts

Finalizing a Project Plan
– Optimize a Project Plan
– Set a Baseline
– Share a Project Plan

Executing a Project
– Enter Task Progress
– Update Work
– Update Costs

Monitoring Project Progress
– View Project Progress
– Add Custom Fields
– Create Custom Views
– Create a Network Diagram
– Analyze a Project Plan

Controlling a Project Plan
– Edit the Task List
– Reschedule Tasks
– Update a Baseline

Reporting on Progress
– Format and Share a Chart View
– View Existing Reports
– Create Custom Reports
– Create a Visual Report

Customizing the Application
– Change Project Options
– Create a Project Plan Template
– Share Resources
– Link Project Plans

+2. JIRA — 4 hours

JIRA navigation and basics
– JIRA landing page overview
– JIRA roles
– Create a JIRA issue and progress it through the workflow
– Monitor the issue status as it flows through the workflow using search
– Describe how issues are categorized in JIRA
– Save a search to simplify status requests
– Modify existing issues, changing priority and assignees
– Update multiple issues in one operation to align with changing business requirements
– Use versions to coordinate a product release

JIRA and Scrum
– Describe the Scrum software development process and how it’s implemented in JIRA Software
– Creating an Agile Board
– Create an Agile Scrum board and perform general configuration of the board.
– Managing the Backlog
– Groom the backlog and plan the sprint.
– Prioritize issues and group them into epics and versions.
– Estimate stories and create a sprint backlog.
– Active Sprints
– Configure the board to add columns, swimlanes, and quick filters.
– Map statuses to columns, transition stories across the board to “Done”.
– Reports
– Identify and use appropriately the 3 most common reports for Scrum development.

JIRA reporting essentials
– Identify and describe the purpose of the most commonly used reports in JIRA and JIRA Agile
– Create a dashboard, populate it with gadgets and configure the gadgets
– Read and interpret JIRA and JIRA Agile reports
– Create and use a wallboard
– Create a dashboard that tracks multiple projects

+3. Clarity PPM — 4 hours

Portfolio Management Methodology
– What is a “Portfolio”?
– Contents of Portfolios
– Organization of Portfolios
– Measuring / Prioritizing Best Practices

Working with Ideas
– Overview of Idea Features in CA Clarity
– Creating an Idea
– Updating an Idea
– Approving Ideas

Clarity basics
– Creating and Managing Portfolios
– Create project
– Add resources to project
– Enter cost plans for project
– Enter project details
– Enter project plan

Adding, Updating and Removing Projects
– Remove a Project
– Add Roles to the Portfolio
– Department Portfolios
– Grouping Portfolios
– Portfolio Valuation and Analysis
– Portfolio Management Scorecard
– Portfolio Management

Using Scenarios
– Understanding Scenarios
– Building Scenarios
– Working with Portfolio Scenarios

Working with Reports
– Access Clarity Reports
– Navigate the Submitted Report
– Review of Project Reports

Total Time: 14 hours

Course Reviews

Amish Gandhi

Kuebiko is fantastic! We have a lot of business analyst and project managers in our company and have used Kuebiko to train them in useful tools like VISIO, Axure, iGrafx, Project and JIRA. They have never disappointed as our strategic corporate training partners. My investment in Kuebiko for employees has already paid for itself in increased employee productivity.

Amish Gandhi – Founder and head at Perpetual

Yong Huimin

As a PM I do a lot of resource management but it was mostly on spreadsheets. I always wanted to learn how to scale up using MS project and Clarity. This course was the perfect deal.

Yong Huimin – Project Manager

Nitin Das

I got this free with the awesome I.T project management course that I had taken. I’m totally delighted with the useful stuff I learnt, all of which I can directly use on my job right away.

Nitin Das – Program Manager


Free if you purchase the course

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