Video Series


Welcome to Microsoft Project B.A.S.I.C.S.

A software book and video series that doesn’t instruct like a software manual. Developed by a seasoned project manager, instructor and Microsoft-certified professional, the goal is to teach you to build reliable schedules and add features that have meaning in your day-to-day work.


The B.A.S.I.C.S. scheduling approach has been vetted by new and experienced users from the construction, finance, pharmaceutical, entertainment, defense, military, healthcare, IT, government and many other industries.


Click on the learning objective tabs below to see what you’ll learn.

Create a new project

  • Create a template from a completed project, create a project from an existing template or Excel workbook

Create and maintain calendars

  • Set working or non-working hours and days for calendars, set a base calendar, resource calendar, and hours per day, apply calendars to project, tasks, and resources

Create custom fields

  • Create graphical indicator criteria, lookup tables, and custom fields

Customize option settings

  • Set default task types, manual versus auto-scheduling, project options, calendar options, customized ribbon, and quick access toolbar

Set up project information

  • Define project start date, apply calendars and current date, enter project properties, display the project summary task on a new project

Create and modify a project task structure

  • Create and modify summary tasks and subtasks, rearrange tasks, create milestones, create manually scheduled tasks, outline, set tasks as active or inactive

Build a logical schedule model

  • Set date constraints, deadlines, dependencies, links, duration equations, effort-driven tasks, and formulas, choose a task type

Create a user-controlled schedule

  • Enter duration, set or change the task mode (manual or auto), display warnings and suggestions, use estimated durations

Manage multiple projects

  • Create a shared resource pool, connect to a resource pool, create links between projects, work with master projects and sub-projects, summarize data in master projects

Enter and edit resource information

  • Enter and edit max units, resource types, resource rate table, cost per use, availability, resource group, generic resources, and cost resources

Create and edit resource assignments

  • Use task forms, assign multiple resources, assign resources to tasks using units that represent part-time work, edit assignments

Manage resource allocation

  • View task and resource usage, view availability across multiple projects, change assignment information, level, replace resources

Manage resource allocations by using Team Planner

  • Display current resource allocations and assignments, manage unassigned tasks, resolve resource conflicts, level resource over-allocations, substitute resources

Model project costs

  • Enter and assign resource-based costs (work, material, cost), cost per use, fixed costs, accrual method, apply a resource rate table

Set and maintain baselines

  • Use multiple baselines, baseline an entire project, baseline selected tasks, update a baseline

Update actual progress

  • Update percentage completion, actual or remaining duration, actual work, remaining work, status date, current date, actual start and actual finish, use actual work and usage views, reschedule uncompleted work

Compare progress against a baseline

  • Use date variance, work variance, cost variance, and task slippage, show variance of the current plan against baseline (tracking Gantt), select a view to display variance

Resolve potential schedule problems

  • Display warnings, suggestions, and task drivers by using Task Inspector and Task Path, identify resource over-allocations

Display critical path information

  • View the critical path in single or master projects, view total slack, display progress against baseline or deadlines

Apply and customize views

  • Use auto-filter, apply views, group, filter, highlight, create and manage tables, sort, customize views, share a view with Organizer

Share data with other applications

  • Import data from Excel, export data to Excel, attach documents or link hyperlinks to supporting information, copy and paste timeline and reports to other Office Web Apps, export a timeline view to email

Configure and display reports and dashboards

  • Report progress status, save to PDF or XPS, display Gantt information, schedule, or timeline, display data based on date range, create built-in dashboards and reports, change and customize built-in dashboards and reports, copy pictures

A Peak Inside


Sample Video Chapter

  1. You will be routed to Vimeo
  2. Watch Chapter 1 – “Why Not Use Excel for Scheduling”

Sample Book Chapter (iTunes)

  1. You will be routed to Apple iTunes Preview
  2. Click “View in iBooks”
  3. Click “Read Sample”

Sample Book Chapter (Kobo)

  1. You will be routed to
  2. Click the red “Preview now” link

“Excellent knowledge of course topic; valuable real world experience; well organized, clear communicator” 

Student Feedback

“Clearly you have provided your students with an outstanding learning experience and you have provided UCLA Extension with the quality of instruction that we seek in all our programs”

UCLA Administration

“The course was good – and it was nice to have someone who was working and applying what he knew in a real environment. Jerry had very good lessons learned from past experience that I will use with my teams”

Student Feedback