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CAD Training Centre — Knowledge Tree

Project Management

Microsoft Project Advanced

Develop advanced project planning, scheduling and reporting skills with our 2-day, HRD Corp claimable Microsoft Project Advanced Training Course at CAD Training Centre. Master S-curves, resource sharing, custom fields, and advanced reporting. Physical, online, and in-house classes available.

Book Seat Enquire for Team
  • Duration 2 Days
  • Level Advanced
  • Format Face-to-face

About this course

 The Microsoft Project Training Course at CAD Training Centre is a comprehensive, HRD Corp claimable program designed for project managers, engineers, and corporate teams in Malaysia. We offer Microsoft Project Basic and Advanced level courses. Spanning practical tiers from basics to advanced scheduling, this hands-on workshop covers project planning, task dependency links, resource allocation, baseline tracking, and progress reporting. Training is available physically in Puchong, Selangor, or via live online sessions. Comes with CIDB CCD points for CIDB registered companies. Certificate after completion. Laptop provided for physical training. Free Repeat classes after training. Beginner Friendly, hands-on Practical Course.

This course covers five modules, beginning with resource sharing across multiple project files, followed by graphical reporting and generating S-curves. Participants will then explore custom fields, formulas, graphical indicators, lookup tables and customised WBS codes to organise and analyse project information more effectively. Day 2 introduces seven additional modules covering project setup, reusable project templates, linked projects, custom tables, project views and advanced reporting. Participants will learn how to combine multiple projects, manage subprojects, develop custom reports and create Excel-based visual reports to support project monitoring and performance analysis

Related Articles :

https://support.microsoft.com/en-us/project/create-and-share-a-resource-pool-in-project-desktop

https://support.microsoft.com/en-us/project/pick-the-right-report-in-project

https://support.microsoft.com/en-us/project/create-a-custom-field-in-project

https://support.microsoft.com/en-au/project/create-wbs-codes-in-project-desktop

https://support.microsoft.com/en-au/project/save-a-project-file-as-a-template

Learning Outcomes

  • Manage shared resources across multiple Microsoft Project files by creating resource pools, linking projects and assigning resources effectively.
  • Generate graphical reports and S-curves to monitor project progress, resource utilisation and performance.
  • Create and customise project fields using formulas, graphical indicators, lookup tables and outline code masks.
  • Develop and manage customised Work Breakdown Structure (WBS) codes to organise project tasks and maintain consistent project documentation.
  • Create and modify reusable project templates to standardise project planning and scheduling processes.
  • Combine multiple project files into linked projects and manage subprojects, task relationships and project information.
  • Develop custom tables, filters, groups and views to display project information according to specific reporting requirements.
  • Create advanced project reports and Excel-based visual reports using custom templates, selected fields, charts and formatting techniques.

Who is it for

  • Experienced Microsoft Project users who want to develop advanced skills in project planning, reporting and resource management.
  • Project managers and project coordinators responsible for managing multiple projects, schedules and shared resources.
  • Planning engineers and project controllers who need to prepare S-curves, analyse project progress and generate detailed reports.
  • Construction and engineering professionals who manage complex project schedules, WBS codes and project documentation.
  • Operations managers and supervisors responsible for monitoring project resources, schedules and overall performance.
  • Project management professionals who want to customise Microsoft Project using formulas, templates, linked projects and advanced reporting tools.

Course outline

Module 1

Day 1 – Understanding Resource Sharing
  • Creating a common resource pool
  • Linking a project to an external resource pool
  • Linking a new project file to an existing resource pool
  • Assigning resources from a shared resource pool
  • Working with shared resources across multiple projects
  • Checking resource links between project files
Module 2

Reporting (Part 1)
  • Understanding graphical reports in Microsoft Project
  • Exploring how graphical reports work
  • Understanding how project information can be presented using graphical reports
Module 3

Visual Reporting and S Curves (Part 1)
  • Introduction to visual reporting and S-curves
  • Generating S-curves using Microsoft Project
  • Understanding how S-curves support the presentation of project information
Module 4

Understanding Custom Fields
  • Creating custom fields in Microsoft Project
  • Inserting custom fields into project tables
  • Creating formulas within custom fields
  • Modifying existing custom field formulas
  • Testing formulas to ensure the required results
  • Understanding graphical indicator custom fields
  • Creating graphical indicator custom fields
  • Creating lookup custom fields
  • Creating outline code masks
  • Entering values into lookup tables
  • Using lookup tables within project custom fields
Module 5

Understanding WBS Codes
  • Understanding Work Breakdown Structure (WBS) codes
  • Creating customised WBS codes
  • Altering tasks using custom WBS codes
  • Renumbering existing WBS codes
  • Editing and managing custom WBS codes
Module 6

Day 2 – Project Set-Up
  • Setting up a new project
  • Configuring the project calendar
  • Entering project tasks and durations
  • Establishing task dependencies
  • Adding resources to the project plan
  • Performing baseline analysis
Module 7

Understanding Project Templates
  • Examining existing Microsoft Project templates
  • Saving a project as a reusable template
  • Using custom project templates
  • Specifying the personal templates folder
  • Accessing and using the personal templates folder
  • Modifying existing project templates
  • Understanding the Global Template
  • Organising the Global Template
  • Applying newly organised items
  • Removing items from the Global Template
Module 8

Understanding Linked Projects
  • Combining multiple project files
  • Viewing information in a combined project
  • Printing reports and views from a combined project
  • Setting a combined project start date
  • Changing data within a combined project
  • Saving and closing combined projects
  • Working with the combined project file
  • Working with individual subproject files
  • Inserting subprojects into a combined project
  • Breaking links between subprojects
  • Creating read-only subprojects
  • Inserting task links between projects
Module 9

Tables
  • Adding custom fields to project tables
  • Formatting table fields
  • Creating lookup tables
  • Using custom tables
  • Working with hyperlink fields
Module 10

Custom Views
  • Preparing to create a custom project view
  • Creating custom filters for project views
  • Creating custom groups for project information
  • Creating custom tables for project views
  • Combining filters, groups and tables to create a custom view
  • Removing custom views and their associated components
Module 11

Reporting (Part 2)
  • Understanding graphical reporting features
  • Running existing project reports
  • Formatting chart objects within reports
  • Manipulating project report data
  • Filtering report data to display specific information
  • Cloning existing reports
  • Creating new project reports
  • Enhancing report appearance and presentation
  • Removing unwanted reports
Module 12

Section 12 — Visual Reporting and S Curves (Part 2)
  • Understanding visual reports in Microsoft Project
  • Understanding Excel-based visual reports
  • Creating visual reports using existing templates
  • Choosing fields to display within visual reports
  • Changing X-axis categories
  • Filtering visual report information
  • Formatting visual reports
  • Saving visual reports as reusable templates
  • Using custom visual report templates

Course format

Choose the delivery mode that fits your team and timeline.

  • 01

    Classroom

    Instructor-led sessions in our Bandar Puteri labs with guided exercises, live demos, and peer discussion.

  • 02

    Online

    Live virtual delivery with the same syllabus, shared files, and instructor checkpoints — ideal for distributed teams.

  • 03

    In-house

    Private cohorts for your organisation, scheduled around project deadlines with content tailored to your standards.

Upcoming schedule

Public intakes coming up.

  • 19 Nov 2026 - 20 Nov 2026 9:00 AM – 5:00 PM · Face-to-face
    Book seat

Certification & policies

Certificate of attendance

Receive a certificate of attendance upon completing the programme, suitable for HR records and continuous learning portfolios.

Free Repeat Class

Free Repeat Class: if you need another pass at the same public syllabus within 6 months, you may re-attend subject to seat availability.

Materials provided

  • Course workbook / digital notes
  • Exercise files and sample templates
  • Certificate of attendance
  • Post-class support window for clarification questions

Frequently asked questions

01 What is the Microsoft Project Advanced course about?

Our Microsoft Project Advanced Training Course helps experienced Microsoft Project users develop advanced skills in project reporting, resource management and customisation. The programme covers resource sharing, S-curves, custom fields, WBS codes, project templates, linked projects, custom views and Excel-based visual reports. Participants will learn how to manage project information more efficiently, create customised reports and improve project planning across multiple projects.

02 Is the Microsoft Project Advanced course suitable for beginners?

No. Microsoft Project Advanced is designed for participants who already have a good understanding of Microsoft Project. You should be familiar with creating project plans, managing tasks, setting dependencies and assigning resources. If you are new to Microsoft Project, we recommend completing Microsoft Project Basics from Zero or Microsoft Project Basics and Intermediate before joining this course.

03 What is the difference between Microsoft Project Basics, Basics and Intermediate, and Advanced?

Microsoft Project Basics from Zero is a 2-day programme covering project planning, task scheduling, resource allocation, baseline tracking, critical path analysis and project reporting. Microsoft Project Basics and Intermediate is a 3-day programme that includes the foundational modules from the Basics course, followed by an additional day covering graphical reporting, S-curves, resource sharing and WBS codes. Microsoft Project Advanced is a separate 2-day programme designed for experienced users. Although some reporting, resource sharing and WBS topics overlap with Intermediate, the Advanced course develops these skills further through custom fields, formulas, graphical indicators, advanced project templates, linked projects, custom tables, custom views and Excel-based visual reporting.

04 What will I learn about S-curves and advanced reporting in Microsoft Project?

You will learn how to generate S-curves and use graphical reporting features to present project information. The course also covers creating and modifying reports, selecting project data, applying filters, formatting charts and developing reusable reporting templates. Participants will explore Excel-based visual reports and learn how to customise report fields, change chart categories and present information according to different project reporting requirements.

05 What are custom fields in Microsoft Project, and how will I use them?

Custom fields allow users to record, calculate and display additional project information beyond the standard Microsoft Project fields. During training, you will learn how to create custom fields, develop and test formulas, use graphical indicators and build lookup tables. These features can help organise project information and create customised views and reports according to an organisation's requirements.

06 Will I learn how to manage multiple projects and shared resources?

Yes. The course includes modules on resource sharing and linked projects. You will learn how to create common resource pools, link project files to shared resources and manage resource assignments. The training also covers combining multiple projects, inserting subprojects, managing task links and working with combined project files. These techniques are useful for project managers who oversee several projects involving shared personnel, equipment or other resources.

07 What will I learn about project templates and WBS codes?

You will learn how to create, modify and reuse Microsoft Project templates to standardise project planning procedures. The course also introduces the Global Template and how to organise reusable project elements. For Work Breakdown Structure (WBS) codes, participants will learn how to create customised codes, modify task codes, renumber WBS codes and maintain consistent project structures. These features help improve project organisation and reduce repetitive setup work.

08 How long does the Microsoft Project Advanced course take?

The course takes two days, with training sessions running from 9:00 AM to 5:00 PM . Day 1 focuses on resource sharing, graphical reporting, S-curves, custom fields and WBS codes. Day 2 covers project setup, reusable templates, linked projects, custom tables, project views and advanced reporting. The programme uses practical exercises and guided demonstrations to help participants apply the techniques covered.

09 Do I need to bring my own laptop or purchase Microsoft Project software?

No. CAD Training Centre provides laptops with Microsoft Project installed for participants attending physical classes at our Puchong centre. You do not need to purchase a separate software licence for classroom use. You may bring your own laptop if preferred.

10 Will I receive a certificate after completing the Microsoft Project Advanced course?

Yes. Participants receive a certificate of Attendance after completing the Microsoft Project Advanced Training Course.

11 What language is the Microsoft Project Advanced course conducted in?

The training is conducted bilingually in English and Bahasa Melayu.

12 Is the Microsoft Project Advanced course HRD Corp claimable?

Yes. Our Microsoft Project Advanced Training Course is HRD Corp claimable, subject to applicable eligibility and approval requirements. Eligible Malaysian employers can apply for training grants under the relevant HRD Corp scheme.

13 Is there a surau (prayer room) available at CAD Training Centre?

Yes, we have a surau available at our training centre in Puchong. Muslim participants can use the prayer room during breaks throughout the training day.

14 Can I attend Microsoft Project Advanced training online instead of in a classroom?

Classroom training means physical attendance in Puchong with face-to-face guidance and co-learning with other participants. Online training runs live via Zoom with hands-on, screen-shared exercises, better if you're outside the Klang Valley or want to save on travel time.

15 Can I repeat the Microsoft Project Advanced course if I need more practice?

Yes, free repeat classes are offered, no questions asked, if you need a refresher.

Next step

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