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MS Project® 2: Tracking, Reporting and Forecasting from the Schedule

Once you have established standards and processes using MS Project®, you will want to take your projects to the next level. Learn more advanced reporting, forecasting, scheduling, resource management and customization techniques.

This course can be applied to the following certificates:
Project Management Certificate
Project Management Certificate – Advanced

Instructor

Sandra Hoskins, ISP, ITCP, PMP

Sandra Hoskins, ISP, ITCP, PMP

As a speaker, mentor, educator, consultant, author and project manager, Sandra is committed to working with people who want to create excellence in their life, whether at work, home, play or in their community. Sandra’s passions are project management and ... read more

Who Should Attend

This course is intended for those individuals interested in learning specific techniques and principles associated with project planning and performance tracking, such as:

  • Project Team Members
  • Project  Stakeholders
  • Team Leads
  • Project Leaders
  • Project Managers
  • Business Managers
  • PMPs (Certified Project Management Professionals) who need to take training/education seminars for re-certification.

Benefits and Learning Outcomes

Value to the Organization

  • Consistent standards across project schedules
  • Consistent formats across project schedules
  • Consistent conversion process between project managers
  • Consistent reporting processes and capabilities across projects
  • Best practices for creating charts and pivot tables
  • Standards for sharing information between the Office® Productivity Tools

 

Value to the Participant

  • Understand the importance of implementing best practice standards specific to the organization
  • Understand the importance of fully configuring Microsoft Project®
  • Learn how to implement standard formatting across schedules
  • Learn how to leverage manual versus automatic schedules
  • Learn to troubleshoot schedule updates
  • Understand the impact of using the baselines
  • Learn to optimize resource management and costing
  • Learn to use an integrated Excel® and MS Project® toolkit for reporting
  • Learn customization techniques to extend the functionality of MS Project®

Course Outline/Topics

MS PROJECT ADVANCED:

INTRODUCTION

ESTABLISHING SCHEDULE STANDARDS

  • Setting MS Project® standards
  • Setting Standard Project Configurations

MANAGING RESOURCES

  • Using generic resources
  • Time constraints for individuals
  • Adding material resources
  • Using the per use function
  • Determine the billable component
  • Using cost tables

MANAGING ESTIMATES AND TASK TYPES

  • Estimating versus scheduling
  • Types of estimating

Case Study: Reviewing the estimating type – Create a view for changing individual task estimating constraints

MANAGING AND RECONCILING SCHEDULES

Converting Schedules

  • Types of schedule constraints
  • Role of milestones

Managing Schedule Baselines

  • Reviewing initial baseline
  • What is updated?
  • Creating new baselines

Managing Project Milestones

  • Role of milestones
  • Using the deadline function

EXTENDING MS PROJECT® TO MEET STAKEHOLDER NEEDS

Levelling Resources

  • Optimizing resource assignments
  • Using work contours to manage assignments

Work Breakdown Structure

  • Customizing WBS codes for tracking

Leveraging Project Schedule Data

  • Customizing reporting
  • Leveraging visual reports

MANAGING MULTIPLE SCHEDULES
Using resource pools
Using master schedules
Using multiple calendars
EXTENDING MS PROJECT® USING CUSTOMIZATION

  • Customizing views
  • Customizing tables
  • Customizing groups and filters
  • Exporting data to MS Excel®
  • Sharing schedule data with Word
  • Exporting data to Word
  • Creating pictures for Word and PowerPoint

Using Macros and Maps 

  • Creating macros to manage data
  • Creating maps to export data

CONCLUSION AND WRAP-UP

Prerequisites

MS Project for Project Managers or equivalent experience. A basic understanding of project management is useful for this course.

Testimonials

"The examples in the materials will serve as an excellent resource that I will definitely reference in the future."  —  Jim Mertz, Rauland-Borg Corp, 2015 class participant

"Love the knowledge Sandra brings. She is very eager to teach and always has real life examples to help bring lessons into the real world."  —  2015 class participant

All sessions are Face-to-Face unless otherwise noted.

Mon.-Tue., Nov. 14-15

8:30am-4:30pm

Location: UWM School of Continuing Education

Instructor: Sandra Hoskins, ISP, ITCP, PMP

Fee: $845

CEUs: 1.4, PDUs: 14

Enrollment Limit: 20

Program Number: 5025-9455

Registration Deadline: Mon., Nov. 14

Register Now

Mon.-Tue., Mar. 6-7, 2017

8:30am-4:30pm

Location: UWM School of Continuing Education

Instructor: Sandra Hoskins, ISP, ITCP, PMP

Fee: $845

CEUs: 1.4, PDUs: 14

Enrollment Limit: 20

Program Number: 5025-9500

Registration Deadline: Mon., Mar. 6, 2017

Register Now