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Professional training course · DMBI-017

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

Project managers need practical tools to plan, monitor, analyze, and communicate project information effectively. This course provides participants with the essential and…

  • 5 daysClassroom
  • 12Upcoming dates
  • 7Cities
  • £2,550Fees from
View dates & register Get quotation Download PDF
Basics and Tools In MS Excel and MS Project for Project Managers
Next classroom session London 4 - 8 Jan 2027 · £4,200 Also available Kuala Lumpur 1 - 5 Feb 2027 · £2,550

Course overview

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 

Course outline

  1. 1Day 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
  2. 2Day 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
  3. 3Day 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
  4. 4Day 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
  5. 5Day 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

Schedule

Dates and fees

12 upcoming dates in 7 cities. Fees are per delegate; bring colleagues and every seat is discounted.

All dates as PDF
January 2027
4JAN 4 - 8 Jan 2027Mon to Fri · 5 daysNext sessionOur home city
United Kingdom flag LondonUnited Kingdom · Classroom
£4,200per delegate2+ people: £3,360 each
Register
February 2027
1FEB 1 - 5 Feb 2027Mon to Fri · 5 days
Malaysia flag Kuala LumpurMalaysia · Classroom
£2,550per delegate2+ people: £2,040 each
Register
March 2027
1MAR 1 - 5 Mar 2027Mon to Fri · 5 days
Turkey flag IstanbulTurkey · Classroom
£3,200per delegate2+ people: £2,560 each
Register
April 2027
5APR 5 - 9 Apr 2027Mon to Fri · 5 daysOur home city
United Kingdom flag LondonUnited Kingdom · Classroom
£4,200per delegate2+ people: £3,360 each
Register
May 2027
3MAY 3 - 7 May 2027Mon to Fri · 5 days
Netherlands flag AmsterdamNetherlands · Classroom
£4,250per delegate2+ people: £3,400 each
Register
June 2027
7JUN 7 - 11 Jun 2027Mon to Fri · 5 days
Germany flag FrankfurtGermany · Classroom
£3,250per delegate2+ people: £2,600 each
Register
July 2027
5JUL 5 - 9 Jul 2027Mon to Fri · 5 days
Turkey flag IstanbulTurkey · Classroom
£3,200per delegate2+ people: £2,560 each
Register
August 2027
2AUG 2 - 6 Aug 2027Mon to Fri · 5 days
Germany flag MunichGermany · Classroom
£4,250per delegate2+ people: £3,400 each
Register
September 2027
6SEP 6 - 10 Sep 2027Mon to Fri · 5 days
Spain flag BarcelonaSpain · Classroom
£3,850per delegate2+ people: £3,080 each
Register
October 2027
4OCT 4 - 8 Oct 2027Mon to Fri · 5 days
Germany flag FrankfurtGermany · Classroom
£3,250per delegate2+ people: £2,600 each
Register
November 2027
1NOV 1 - 5 Nov 2027Mon to Fri · 5 days
Malaysia flag Kuala LumpurMalaysia · Classroom
£2,550per delegate2+ people: £2,040 each
Register
December 2027
6DEC 6 - 10 Dec 2027Mon to Fri · 5 days
Netherlands flag AmsterdamNetherlands · Classroom
£4,250per delegate2+ people: £3,400 each
Register

Questions

Frequently asked questions

How long is the Basics and Tools In MS Excel and MS Project for Project Managers course?

The course runs over 5 days of classroom training, usually Monday to Friday.

When is the next Basics and Tools In MS Excel and MS Project for Project Managers course?

The next public date is 4 - 8 Jan 2027 in London. There are 12 upcoming dates in total.

Where is this course held?

Upcoming sessions run in London, Kuala Lumpur, Istanbul, Amsterdam, Frankfurt, Munich, Barcelona.

How much does the course cost?

Fees start from £2,550 per delegate, depending on the city. Fees include tuition and course materials.

Do participants receive a certificate?

Yes. Delegates who complete the course receive a London Leadership Management Innovation certificate of completion.

Can this course be delivered in-house for our team?

Yes. LLMI can tailor and deliver this course privately for your organisation at your premises or in one of our training cities.

Course information last updated 14 November 2026.

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