Learn how create and structure enterprise projects and programmes. Course overview Duration: 2 days (13 hours) Our P6 Project Planning and Controls Fundamentals course is an intensive two day course aimed at experienced planners and project controllers who need to use Primavera to create and manage detailed plans. It includes creating EPS levels, projects, WBS levels and detailed activity and resource planning. Experience of project planning and scheduling techniques is essential. Objectives By the end of the course you will be able to: Create a programme structure Create projects and set project properties Create programme milestones Create a Work Breakdown Structure (WBS) Create detailed plans including activities, links and resources Progress the schedule Manage actuals Customise layouts Use the reporting tools in Primavera Content Programme Management Creating EPS elements Defining the programme structure Navigating the EPS structure Finding programmes Project Management and WBS Creating projects Setting project properties Validating projects Assigning project codes Building a work breakdown structure Creating a WBS structure Creating WBS elements Work package management Top Down budgets Allocating top down budgets Budget change Programming milestones and activity planning Creating programme milestones Setting constraints Linking milestones Scheduling Using the schedule function Detailed activity planning Creating activities Relationship types Creating relationships Adding milestones Assigning activity codes Resourcing, workloads and baselining Resource types Creating resources Resource attributes Assigning resources Switching resources Split load resource assignment Reduced hours resource assignment Checking workload Reviewing workload Dealing with resource conflicts Assignments view Baselining Creating baselines Assigning baselines Working with layouts Creating layouts Customising columns Setting filters Sorting and grouping Changing the timescale Customising the Gantt Creating activity code breakdown structures Progressing the schedules Updating task status and remaining duration Setting the data date Monitoring and reporting Exporting and importing information Primavera standard reports Creating custom reports Creating portfolios Printing Printing your schedule Printing to other packages
Discover the amazing features this tool has to offer in combining, collating and editing documents and the forms, markups and redaction techniques available. Duration 1 day (6.5 hours) Overview This Adobe Acrobat course looks at the powerful features of the tool quite often overlooked. The course requires the use of either the Standard or Professional versions of Acrobat as the free Acrobat Reader only has limited functionality. Learn how to combine documents into a single file, edit and mark up PDFs, compare documents, redact data from documents and create fillable forms. Objectives By the end of the course you will be able to: Create PDFs from other tools Set security Collate and combine files into a single PDF Edit PDF files Complete and sign documents Create fillable forms Mark up PDF documents Compare files Redact data Content Creating PDFs Building PDF documents from Word, Excel and PowerPoint Setting PDF options for print, image quality and security Working in Acrobat Home, Tools and Document Views Using the Navigation Panel and Pane Floating toolbar and Contextual menus Collating and Combining Files Combining multiple files into a single PDF Adding extra files Deleting pages and reorganising pages Editing Files Editing text and graphics Adding text and images Adding headers and footers, watermarks and backgrounds Adding Links Adding manual links Automatic links Completing and signing documents Using fill and sign to complete forms Adding signatures Creating Fillable and Signable Forms Prepare a form Autodetect fillable fields Add manual fillable fields Adding drop downs, check boxes, etc. Naming fields Setting field properties Previewing the form Marking Up Documents Marking up changes Using sticky notes Using the highlighter pen Adding stamps Attaching documents and audio Replying to comments Comparing Files Selecting settings Comparison report Reviewing differences Using the changes pane Redacting Data (Acrobat Professional only) Setting redaction options Redacting chosen text Searching and redacting words, phrases or patterns Redacting whole pages Applying redaction
Learn how to work with and connect multiple data sets to effectively analyse and report on data. Course overview Duration: 1 day (6.5 hours) Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them. This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability. Knowledge of working with Excel workbooks and relational databases would be an advantage. Objectives By the end of the course you will be able to: Import data from multiple data sources Edit and transform data before importing Add extra columns of data Append data Merge data from other tables Create data models Build data relationships Build Pivot Tables Build Pivot Charts Use Slicers and Timeline Filters Content Importing data Data sources Importing data Transforming data Editing your data Setting data types Removing columns/rows Choosing columns to keep Setting header rows Splitting columns Appending queries Appending data from other tables Adding text Columns from example Custom columns Conditional columns Merge queries Setting up and using merge queries Merging in columns of data Creating a data model The data model Multiple data tables Connecting tables Building relationships Relationship types Building visuals from multiple tables Analysing information using pivot tables Creating and modifying a Pivot Table Recalculating the Pivot Table Filtering the Pivot Table Searching the Pivot Table Drilling down to underlying data Customising field names Changing field formatting Pivot charts, slices and timelines Creating Pivot Charts Adding and using Slicers
Ideal for those already using Excel but who really want to get to grips with formulas and functions. Course overview Duration: 1 day (6.5 hours) Our Excel Mastering Formulas and Functions course looks at how to confidently use formulas and functions within Excel. It looks at how to correctly construct formulas and explains how to build common formulas such as working with percentages. It investigates a range of built in Excel functions and shows you how to use the formula auditing tools to help when things go wrong. This course is aimed at existing users of Excel who want to further their skills. Participants should be able to confidently create and amend worksheets. Objectives By the end of the course you will be able to: Construct Formulas Use a range of common Functions Work with absolute and relative references in formulas Create percentage calculations Use named ranges in formulas Use the XLOOKUP command Create formulas with date and use date functions Use formulas in conditional formatting Use a range of Count functions Use the formula auditing tools Content Formulas vs Functions Constructing formulas Using functions Common Excel functions Using the function wizard vs the formula bar Formulas in tables Absolute vs relative references in formulas Using absolute references in formulas Using partial absolute referencing Range Naming Naming ranges Using range names in formulas Single and multi-cell ranges Working with percentages Creating formulas with percentages Percentage breakdowns Percentage increases Formatting as a percentage Using Lookups Using XLOOKUP to insert information from other spreadsheets Calculating with dates Calculating with dates Using date functions Using formulas in conditional formatting Using conditional formulas Using functions in conditional formatting Count functions COUNT COUNTA COUNTBLANK Formula auditing Using the auditing facility Tracing how formulas are made up Tracing precedents and dependants Evaluating formulas Error checking Showing formulas on a sheet
Most organisations and businesses are trying to navigate the best way back to a functional working framework. But two things need to happen - 1. The working practices need to be efficient, sustainable and compatible for meeting the demands and needs of the organisation; it’s clients, it’s workforce and it’s Leaders 2. The culture needs to be welcoming, authentic and supportive otherwise there will be disenfranchisement and potentially a churn of staff and loss of talent What has been proven to be a very successful approach to mitigate the dangers of demotivated team members and poor efficiency levels is a bespoke ‘Ushering the Team Back to the Workplace’ workshop. Programme Outline Below is a template of an actual Programme that has been delivered very successfully for clients such as the NHS; Claranet; Jotun Paints & Workspace. This, however, can be modified to suit any group or size. It will be designed to reflect the Organisation’s preferred Hybrid working framework and communication systems. The options of having the innovative Real Play technique to help handle delicate conversations is especially effective. The biggest gain is to reconnect the relationships via the activities and exercises, which would be selected carefully. Key commitments and buy-in is always the priority outcomes - which this programme will help deliver in just 1 day. The objectives include: Making the transition back to working as a collaborative team Enhancing the Leadership skills of the team Reviewing/establishing the Hybrid working protocols Galvanising the Team spirit Maintain inclusivity among full-time; part-time and Region based team members Energising and motivational Fun! Exercise – Round the Bend The team are to follow the instructions delivered as they walk (and jump) through the route – always keeping a safe distance apart. The instructions become more complicated as they progress. Debriefing points: Dealing with Change Attention to Detail Adapting approach Optimising results Exercise - Number Crunch (3 x Cohorts of 12/13) The team must be effectively led and motivated to work as one unified group to reach their objective of visiting each numbered location within a very tight deadline. Debriefing points: Support and co-ordination Strategy and planning Adapting approach Optimising results Tutorial – Team Dynamics Tuckman model Phases of Development towards Maturity Exercise - Juggling (3 x Cohorts of 12/13) The group(s) will be invited to optimise the number of ‘clients’ (juggling balls) they can manage at one time. This involves devising a sequence between the group to achieve maximum results without making any mistakes. We introduce different balls which represent different degrees of complexity, challenging the group’s preparation and approach to a variety ‘customers’ needs. Debriefing points: Ensuring effective communication Clarifying the approach for dealing with the unexpected Setting expectations and reviewing delivery Treating every colleague with care and respect Tutorial - Email Etiquette The primary standards – best practices ABSURD model Preparation and planning Top Tips World Cafe The team are split into 5-6 sub-groups – each with a specific review focus:- What recommendations do you have to engage the team back into the Workplace? How do we ensure the framework is efficient? What are the best ways to optimise team working strategically when most/all team members are in the office? What potential barriers are there? How do we accommodate for the Regional team members? What are the benefits to bringing the team back to the workplace? Each session has 2 – 3 rounds with each table’s ‘host’ sharing feedback for applying to the Team Action Plan – or Charter. Debriefing points: Each Syndicate’s recommendations and capture the key actions they generate 'Real Play' We offer an innovative solution to bring real Leadership/team scenarios to life. We use actors who improvise scenarios which have been specified by the group. The group is split the group into 2 sub-groups, one with the Actor, the other with the Trainer. Each group has a brief and has to instruct their Trainer/Actor on how to approach the scenario supplied. The Actor and Trainer perform the role play(s) as instructed by their respective teams; however, during the action they can be paused for further recommendations or direction. The outcome is the responsibility of the team(s) – not the performers Assign 24 x ‘Directors’ (4 for each Player – Phil & Julia – for each Real Play. Potential Real Play Scenarios: Engaging with a team member as to how the new working plans will be applied. Overcoming concerns to the new working practices/framework Addressing issues where a team member feels excluded from the teamworking practices/culture Debrief the Programme Individual Action Plans Team Priorities for application into the workplace
Ensure you can fully utilize this powerful tool to create a range of flowcharts and diagrams. Course overview Duration: 1 day (6.5 hours) Microsoft Visio is a powerful tool designed to simplify complex information through the creation of simple, professional-looking diagrams. While Visio is capable of producing almost any type of drawing this training concentrates on flowcharts, swim lane process diagrams and organisation charts. You will also discover the real power of Visio by adding essential data to the content of your diagrams and producing reports in Excel using this data. This course is designed for either new users of Visio or those who have dabbled and can create basic diagrams. Our course will give you the skills and knowledge you need to navigate your way around this powerful program and produce different types of diagram. Objectives By the end of the course you will be able to: Create and amend flowcharts Create cross functional (Swim Lane) process flows Produce organisation charts by importing data Add essential data to shapes Export diagram data reports to Excel Present, publish and print Visio diagrams Content Visio essentials Finding your way around Visio Using the ribbon and Quick Access toolbar Keyboard shortcuts Shapes and stencils explained What Visio can do for you Creating basic flowcharts Working with shapes Adding and deleting shapes Joining, aligning and sizing shapes Using Auto-Connect Labelling shapes and connectors Editing and improvinC flowcharts Amending shape and connector labels Using colours to emphasise Changing line styles Moving and copying objects Grouping diagram elements Quick ways of working Cross functional flowcharts Creating Cross-Functional Flowcharts Manipulating functional bands Creating off-page references within diagrams and hyperlinks to other documentation Organising charts and shape data Using the wizard to create an organisation Chart Importing existing Data into to create an organisation chart Modifying an organisation chart Shape Data Adding shape data to a shape Creating shape data sets Diagram reports Exporting data to a report in Excel Exporting to HTML Creating and customizing reports Presenting, publishing and printing Using Page Setup Print previewing Embedding backgrounds Adding headers and footers Converting your final documentation to PDF Saving as HTML Visio with PowerPoint
Learn how to create fully relational databases and how to input, extract and report on data. Course overview Duration: 2 days (13 hours) Our Access Database Design and reporting course looks at the key elements to building fully relational databases and entering and extracting information from them. This course is designed for new users who need to build relational database systems. Objectives By the end of the course you will be able to: Create a new database Create data tables Set field validation and properties Enter data and manage data Create forms Use queries to extract data Create parameter queries Create calculations in queries Build relational databases Use sub datasheets Build multi table queries Use advanced form and report design techniques Content Creating a database Creating a new database Database elements Creating a data table Setting field properties Using input masks Using input masks Validation rules Default values Setting a primary key Creating lookup fields Data entry Adding data Deleting data Quick keys for data entry Working with data Sorting data Filtering data Finding information Navigation Creating data form Creating quick forms The form wizard Amending forms Formatting Setting the tab order Entering data using forms Creating queries Creating a query Setting criteria Using the expression builder Creating parameter queries Using wildcards Using more than one parameter Using calculations in queries Adding a totals row Formatting results Adding calculations Printing and reporting Printing tables and queries Creating reports Building and amending reports Adding headers and footers Working with relational databases Relational database principles Importing data from other sources Linking information between tables One-to-one and one-to-many links Defining referential integrity Amending links Deleting links Sub datasheets Viewing a subdatasheet Removing a subdatasheet Connecting a subdatasheet Multiple table queries Deciding which tables to use Adding tables to the query Creating links between tables Setting join properties Advanced form design Field properties Creating lookup fields Adding calculated fields Applying conditional formatting Advanced report design Field properties Report properties Alternate colour bandings Concatenating fields Adding calculated fields Sorting and grouping Grouping settings Adding headers and footers Adding dates, times, page numbers
Following on from the Macros course look at how you can write your own Visual Basic code within Excel to fully automate tasks and save time. Course overview Duration: 2 days (13 hours) Our VBA in Excel course is an introduction to using the Visual Basic for Applications language for programming in Excel. It looks at structures, syntax and coding standards. This course is designed for existing experienced users of Excel who can record and run macros and those who have dabbled in VBA but would like some formal training and help to put some structure to their code. Objectives By the end of the course you will be able to: Write visual basic procedures Create event and general procedures Use commands from the Excel data model Use statements and functions Use a selection of debugging tools Create and use variables and constants Use different types of loops Create an Excel user form Content The VBA environment Project explorer Excel objects Modules Properties window Code window Code structure Code structure Navigating within your code Adding comments Using WITH Steps to creating a VBA procedure Procedures Sub procedures Event procedures Calling procedures The Excel data model Workbook commands Worksheet commands Excel selection methods Data manipulation commands Debugging Using breakpoints Stepping through code The immediate window The watch window The locals window points Variables and Constants Declaring variables Declaring multiple variables Variable data types Concatenation Scope of variables Constants Declaring constants Using constants Scope of constants Looping Do while loops Do until loops For next loops Conditional Statements IF statement SELECT CASE statement Comparison statements Logical operators Creating a User Form Form layout The control toolbox Naming conventions Adding objects Naming objects Captions Displaying the form Object properties Object properties Setting properties at design time Setting properties at run time Interconnectivity between the user form and Excel Comparing values Transferring information Running code
Learn the proper way to use PowerPoint and the background features that can make a real difference. Course overview Duration: 1 day (6.5 hours) Our PowerPoint – Professional Presentations course looks at creating professional, business focussed presentations quickly and easily. It ensures delegates are aware of the key concepts in using the tool such as slide masters and by the end of the day you will be able to create and run high quality presentations. This course is designed for new and existing users of PowerPoint who want to get the best out of the tool. Objectives By the end of the course you will be able to: Create a new presentation Amend the slide master/template Create text slides Animate text on slides Insert pictures and objects Set object animation Insert and work with SmartArt Create charts Run a presentation Content Creating a new presentation Creating a new presentation from a template Using your company template Changing slide layouts Copying, deleting and inserting slides Using the slide master Modifying the Slide Master Using Slide layouts Multiple Slide Masters Slide dates, footers and numbers Creating text slides Working with bullet points Setting spacing Changing text and bullet styles Using Outline view Text animation on a slide Slide titles Bullet points Applying animation to the Slide Master Animating text Slide titles Bullet points Applying animation to Slide Master Drill Down vs Drill Through Review of drill down Creating drill through pages Using drill through Inserting and working with pictures Inserting pictures Inserting online pictures Formatting pictures Adding Drawings Inserting lines and shapes Using Quick Styles Selecting and grouping objects Aligning and positioning objects Add text to a shape Duplicating objects Object animation Simple object animations Working with SmartArt Inserting SmartArt Graphics SmartArt formatting Converting text to SmartArt Inserting charts Creating a slide with a graph Changing chart types Setting chart options Graph animations Presenting your presentation Slide show settings Using Presenter view Using the PowerPoint viewer Slide show presentation tips
Discover the powerful schedule and cost risk analysis features of PRA. Course overview Duration: 2 days (13 hours) Our Primavera Risk Analysis course gives a detailed introduction to the schedule and risk analysis features of Primavera Risk Analysis. It shows the powerful features of the tool and give hands on practice throughout the course to ensure you can confidentially put your new skills into practice back in the workplace. This course is designed for new users of Primavera Risk Analysis, and no previous experience is required. You should however be familiar with risk management processes and terminology. Objectives By the end of the course you will be able to: Import schedules into PRA Add three point estimates onto plans Perform schedule and cost analysis Use templated quick risk Run risk analysis Interpret results from the Risk Histogram and Tornado graph Add task percentiles to a Gantt chart Set up a risk register Add qualitative and quantitative risks Link risk to activities in the plan Create reports Use the Distribution Analyser Content Importing schedules Importing MSP and Primavera Schedules Running import checks Checking schedule integrity Schedule risk analysis 3 point estimating Entering uncertainly Different distributions Using quick risk Updating plan Importing plans with 3 point estimates Cost/Resource uncertainty Resource loadings Creating 3 point cost estimates Resource distributions and escalations Simple cost estimates Templated quick risk Setting up and applying templated quick risk Assessing risk at WBS level Running risk analysis Running risk analysis Interpreting results on the Risk Histogram Setting analysis options Task percentiles Setting task percentile options Including task percentiles on the Gantt chart Tornado graph Creating a Tornado graph Viewing sensitivity Analysing sensitivity against activities Setting up the risk register Setting Schema levels Defining criteria and tolerances Setting up a Risk Breakdown Structure (RBS) Working with manageability and proximity Saving scoring matrices Adding custom fields Exporting data Exporting to Excel, Word and PowerPoint Qualitive risks Setting risk IDs Adding risk cause, description and effect Setting up risk details Entering mitigation actions Quantitative risks Linking risks to activities Adding schedule and cost impacts Defining how multiple risks impact Correlation Migrating your plan Adding mitigation actions to your plan as tasks Linking tasks to mitigation actions Actioning your risk register Progressing risks Importing progressed plans Linking register to progressed plans Risk history The Waterfall chart Saving and reporting Exporting the risk register Running reports Creating new reports Building and comparing risk plans Using the distribution analyser Comparing dates and cost