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MS Project: Advanced Reporting, Forecasting and Customization Techniques

 

In a rapidly changing business environment, project managers and team members need to use the built-in functions and capabilities to integrate MS Project® information into Microsoft Excel®, PowerPoint®, Word®, and Visio®. The ability to develop Excel® charts and pivot tables allows the project manager to meet the ad-hoc needs of stakeholders. Project managers will learn to customize reports and views to create digital dashboards.

Value to the Participant 

  • Establish reporting processes and standards
  • Create standards for sharing information between the Office Productivity Tools
  • Provide an enhanced view of project-related information
  • Identify critical information requirements for project stakeholders
  • Create project specific reports with Excel and MS Project
  • Develop macros to expedite the creation of forecasting and reconciliation reports

Earn a Project Management Certificate

More

Seminar Outline
Ensuring a Standard Configuration
• Project configuration
• Organizer
• Setting MS Project Standards
Work Breakdown Structure
• Develop a customized work breakdown structure
• Customizing the outline numbers
Managing Baselines
• Reviewing initial baseline
• What is updated?
• Creating new baselines
Managing Project Milestones
• Types of schedule constraints
• When to use what type of schedule?
• Role of milestones
Create a Master Schedule
• Developing inter-project task dependencies
• Defining the dependencies
• Review calendar constraints
• Issuing work authorizations - What are
the options
• Executing the activities and tasks to
complete deliverables
Leveraging Project Schedule Data
• Customizing reporting procedures
• Create and publish weekly reports
• Create and publish monthly reports
• Create and publish 30 - 60 - 90 day
projections
• Create earned value reports
• Create cash flow reports
Customizing for Flexibility
• Customizing views
• Customizing tables
• Customizing groups and filters
• Exporting data to MS Excel
• Creating pivot tables
• Updating project status
• Project Consolidation

Close ▲

 

This program can be applied toward the:

Prerequisites
MS Project for Project Managers: Using a Software Toolkit (or similar experience)
 
  Sessions  
Mon., Dec. 16
8:30am-4:30pm
Location: UWM School of Continuing Education (Click link for directions)
Instructor: Sandra Hoskins, ISP, PMP, ITCP
Fee: $450
CEUs: 0.7/PDUs: 7
Program No. 5025-0516
Add To Registration Form   Check Registration Form
 
 
For more information, contact:
  Business & Management General Information, sce-bus@uwm.edu, 414-227-3220
Maribeth Sacho, Program Associate, msacho@uwm.edu, 414-227-3337
 

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