Project Management
Intermediate

Mastering Planner Premium

Planner Premium is Microsoft's most recent project management offering — a paid version of Planner that adds capabilities found in MS Project such as dependencies, Gantt charts, resource management and portfolios.

Delivery
6 hours
Delivery
Live online · English or French
Price
C$399

Per participant. Prices exclude HST and GST.

Mastering Planner Premium course illustration

What you'll walk away with

  • Build project plans with dependencies and resources
  • Work across grid, board, timeline and chart views
  • Roll work up into a project portfolio

Course objectives

  • Navigate the Planner Premium interface
  • Create a new project
  • Enter tasks, set dates, add files and more
  • Set task dependencies
  • Assign resources to tasks
  • Work with various project views
  • Update progress on your project tasks
  • Create a project portfolio

Course outline

1

Unit 1: Overview of Planner Premium

  • What is Planner Premium?
  • Overview of the interface, ribbons and commands
2

Unit 2: Creating a New Project Plan

  • Creating a new project plan and adding members
  • Overview of project settings
  • Adding tasks and creating dependencies
  • Assigning resources and adding files
  • Editing task details
3

Unit 3: Working with Project Views

  • Grid, board, timeline, charts and people views
  • Filtering your tasks
4

Unit 4: Tracking Project Progress

  • Updating progress on your tasks
  • Keeping track of assignments
  • Tracking change history in the Changes panel
5

Unit 5: Creating a Project Portfolio

  • Why create a project portfolio
  • Creating a new portfolio and adding items
  • Updating items and adding key dates
6

Unit 6: Adding a Premium Plan to your Teams channels

  • Creating a new Premium plan in a Teams channel
  • Adding an existing Premium plan to a Teams channel

Want this course for your team?

I deliver every session personally, 100% live online, in a full day or two half days — in English or French.