Webinars

Learn about the latest solutions and best practices, get your questions answered, and receive tips on how to evolve your productivity.

TitleDateStart TimeDurationRegister
Project control over complexity and disruption in financial services The Financial Services Industry is facing changes that are growing in velocity and complexity every day. Managing project execution flawlessly today requires instant access to the distributed teams and data determining success or failure, while there is still time to steer clear of risks and anticipating issues before they occur.
Learn how Microsoft PPM best practice configurations and dashboards will make you more productive, enabling your teams to manage larger projects FASTER and EASIER than before.

This webinar will showcase three key use cases where corrective action is required:

1) Choosing the right project during a budget realignment using Portfolio Analysis
2) Pinpointing resource overallocations months in advance using a PowerBI heatmap
3) Monitoring enterprise risk and issue data across multiple projects, surfaced in PowerBI.

This hour-long Tips and Tricks session will be useful for Project Managers, PMO Managers and Business Executives who are interested in increasing the performance of their project management capabilities using Microsoft’s PPM tool coupled with the new PowerBI Content Pack.

Presenter Bio - Mark Read, PMP, MCTS:

Mark started using Project Version 4 in 1995, and has implemented every version of the server software starting with Project Central and SharePoint Team Services version 1. Mark started off his technology career in New York working for an investment bank before moving to San Francisco and working for various financial institutions and consulting firms. He later founded a project consulting firm that conducted many successful Project Server implementations, including state government agencies and one of the world’s largest managed health care consortiums. Mark is the former president of the San Francisco chapter of MPUG, has given many presentations to PMI forums over the years, and currently serves as President-Elect of the Monterey Bay Chapter of PMI.
6/2/201811:30 CST1 hour
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Importing a Microsoft Project Schedule from a Microsoft Excel Spreadsheet The #1 competitor to Microsoft Project for project management software is another Microsoft application: our old friend, Microsoft Excel. When new project managers need a tool to create their first projects, they will pick a tool that they know, which is almost always Microsoft Excel. However, as their project management needs grow, they will soon need to begin using Microsoft Project and will need to know how to convert Excel projects into Microsoft Project schedules. In this 30-minute webinar, we will show you how to structure the Excel project so that it can be most easily imported into Microsoft Project, and then demonstrate how to use the Import/Export Wizard to import the Excel project as a Microsoft Project schedule.

Presenter Bio - Dale Howard:

Dale Howard is a seasoned training professional who is approaching 30 years of technical training experience. He has taught students how to effectively use every version of Microsoft Project beginning with version 4.0 for Windows 95, and every version of the Microsoft EPM tool beginning with Project Central in the year 2000. Dale possesses the coveted Project MVP title and is one of only 64 Project MVPs in the entire world. He is the co-author of 21 books on Microsoft Project and Project Server. Dale is known for high-energy, highly interactive style of presenting and teaching. He was voted the “Best Presenter” by conference participants at the Project Conference in 2012.
20/2/201811:30 CST30 minutes
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Leverage Project Online for Legal Project Management Legal clients increasingly demand that their attorneys abandon the traditional “billable hour” (or “time and materials”) way of billing them for legal services in favor of Alternative Fee Arrangements (“AFAs”) and other value billing approaches, but without Legal Project Management (“LPM”) the profitable implementation of AFAs in a law firm or legal department is impossible. In this webinar, you’ll learn how Microsoft 365’s Project On-line and Power BI business analytics can be configured to enable a law firm or in-house legal department to track and monitor its cases, costs and profitability in “real time” using LPM.

Webinar highlights include:
• A “Top Level” introduction and overview of Microsoft 365’s Project On-line and Power BI
• How to customize Microsoft’s platform for use by a law firm or legal department to generate “real time” legal matter reporting with “dashboards” and Key Performance Indicators (“KPIs”)
• A demonstration of how to use MS Project Templates for legal matters to quickly estimate costs, schedules and resource availability for common legal matters and to track and monitor such matters in “real time”
• How to get started on the road to successful LPM with the solutions demonstrated

Mark E. Lassiter is a trial attorney and legal project manager with over 34 years’ experience in Alternative Dispute Resolution (“ADR”), business, real estate, construction and technology law matters. He’s an expert in the emerging field of Legal Project Management (“LPM”) and the founder of Microsoft Partner Lex Projex® (www.lexprojex.com), which “Transforms legal process to enhance legal value®” by developing and using project management templates, work breakdown structures, and workflows for legal matters to enable profitable Alternative Fee Arrangements (“AFAs”) and to track and monitor legal matters in “real time” using Microsoft Enterprise Project Management and business and data analytics tools.
8/3/201809:00 PST1 hour
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Getting Things Connected: How to Create a One-Page Status Report using Project, Access, and Visio Did you know that Microsoft Visio has more to offer than just creating diagrams? With Project 2013 Microsoft introduced the new reports feature, which gives Project Managers an entire set of reports and dashboards. However, sometimes Project Managers just want to create a simple, intuitive one-page status report to let them present the health of their projects. During this focused, 30-minute webinar, we will show how the combination of Project, Access and Visio can offer you a new way to create meaningful status reports for your projects.

Presenter Bio - Raphael Santos:

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community.
20/3/201811:30 CDT30 minutes
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How Do Task Types Work in Microsoft Project? The Task Types feature in Microsoft Project is one of the most confusing features in the software, and is perhaps the most misunderstood feature by most users. In this 30-minute webinar, we will unlock the secrets of the Task Types feature to show you how it really works. By the end of his presentation, you will see that the behavior of the Task Types feature is both logical and predictable.

Presenter Bio - Dale Howard:

Dale Howard is a seasoned training professional who is approaching 30 years of technical training experience. He has taught students how to effectively use every version of Microsoft Project beginning with version 4.0 for Windows 95, and every version of the Microsoft EPM tool beginning with Project Central in the year 2000. Dale possesses the coveted Project MVP title and is one of only 64 Project MVPs in the entire world. He is the co-author of 21 books on Microsoft Project and Project Server. Dale is known for high-energy, highly interactive style of presenting and teaching. He was voted the “Best Presenter” by conference participants at the Project Conference in 2012.
17/4/201811:30 CDT30 minutes
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What is Effort Driven, and How Does It Work in Microsoft Project? The Effort Driven feature in Microsoft Project is another one of the confusing features in the software. In this 30-minute webinar, we will unlock the secrets of the Effort Driven feature to show you how it really works. By the end of his presentation, you will understand whether to mark a task as Effort Driven or not, and know the know the expected behavior of this feature.

Presenter Bio - Dale Howard:

Dale Howard is a seasoned training professional who is approaching 30 years of technical training experience. He has taught students how to effectively use every version of Microsoft Project beginning with version 4.0 for Windows 95, and every version of the Microsoft EPM tool beginning with Project Central in the year 2000. Dale possesses the coveted Project MVP title and is one of only 64 Project MVPs in the entire world. He is the co-author of 21 books on Microsoft Project and Project Server. Dale is known for high-energy, highly interactive style of presenting and teaching. He was voted the “Best Presenter” by conference participants at the Project Conference in 2012.
15/5/201811:30 CDT30 minutes
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Custom Formulas and Indicators, Part 1: Creating a Custom Formula to Discover the Percent of Schedule Variance The greater the variance, the greater the problem. As a project manager, you might have heard this a couple of times. However, is the size of the variance the only factor we should consider when measuring variance impacts to our schedule? Have you ever wanted to know the impact of a given variance in your schedule percentage-wise? In this focused, 30-minute webinar, we will demonstrate how to create a custom field that calculates the percentage of variance for our tasks, increasing the number of elements you can use to analyze and get a better understanding of your project.

Presenter Bio - Raphael Santos:

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community.
19/6/201811:30 CDT30 minutes
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Follow the Best Practices: How to Create Governance KPIs for Your Schedule Keeping the governance and best practices for his/her schedule is a very important aspect of a project manager’s work. However, one important question we should ask is: how can I know right-away if something configured on my schedule is playing against the scheduling best practices? During this 30-minute webinar, we will show how to create a couple of custom indicators that will help you see, through the utilization of icons, if anything needs to be checked/corrected in your schedule.

Presenter Bio - Raphael Santos:

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community.
17/7/201811:30 CDT30 minutes
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Budget and Expense Cost Planning in Microsoft Project Did you know that Microsoft Project offers built-in functionality that will allow you to track projects budgets, labor costs, and non-labor costs as well? In this 30-minute webinar, we will show you how to create Budget Cost and Expense Cost resources in a project. He will show you how to plan your project budget using Budget Cost resources, how to track labor costs using Work resources, and how to track non-labor costs using Expense Cost and Material resources.

Presenter Bio - Dale Howard:

Dale Howard is a seasoned training professional who is approaching 30 years of technical training experience. He has taught students how to effectively use every version of Microsoft Project beginning with version 4.0 for Windows 95, and every version of the Microsoft EPM tool beginning with Project Central in the year 2000. Dale possesses the coveted Project MVP title and is one of only 64 Project MVPs in the entire world. He is the co-author of 21 books on Microsoft Project and Project Server. Dale is known for high-energy, highly interactive style of presenting and teaching. He was voted the “Best Presenter” by conference participants at the Project Conference in 2012.
21/8/201811:30 CDT30 minutes
Register
Follow the Best Practices: How to Create Governance KPIs for Your Schedule Keeping the governance and best practices for his/her schedule is a very important aspect of a project manager’s work. However, one important question we should ask is: how can I know right-away if something configured on my schedule is playing against the scheduling best practices? During this 30-minute webinar, we will show how to create a couple of custom indicators that will help you see, through the utilization of icons, if anything needs to be checked/corrected in your schedule.

Presenter Bio: Raphael Santos:

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community.
18/9/201811:30 CDT30 minutes
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Baselines: How They Work and What Can Go Wrong To accurately analyze project variance, you must save a baseline in your project before you begin entering task progress. However, do you actually know what information is saved in a baseline for tasks, resources, and assignments? And are you aware of the mistakes you can make that can invalidate your baseline and your variance data? In this 30-minute webinar, we will teach go into great depth to show you everything that you need to know about using baselines in Microsoft Project, including what data is saved in a baseline, best practices for using baselines, and warnings about bad practices with baselines.

Presenter Bio - Dale Howard:

Dale Howard is a seasoned training professional who is approaching 30 years of technical training experience. He has taught students how to effectively use every version of Microsoft Project beginning with version 4.0 for Windows 95, and every version of the Microsoft EPM tool beginning with Project Central in the year 2000. Dale possesses the coveted Project MVP title and is one of only 64 Project MVPs in the entire world. He is the co-author of 21 books on Microsoft Project and Project Server. Dale is known for high-energy, highly interactive style of presenting and teaching. He was voted the “Best Presenter” by conference participants at the Project Conference in 2012.
16/10/201811:30 CDT30 minutes
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Using Master Projects in Microsoft Project A master project is a single project that consists of other projects which are inserted as subprojects. Master projects are useful for analyzing a group of related projects, such as all projects in a program. In this 30-minute webinar, we will introduce you to the topic of master projects and show you two different methods for creating a master project. We will demonstrate how to create cross-project dependencies, show you how schedule changes in a predecessor project affects successor projects, and show you how to display the critical path in a master project.

Presenter Bio - Dale Howard:

Dale Howard is a seasoned training professional who is approaching 30 years of technical training experience. He has taught students how to effectively use every version of Microsoft Project beginning with version 4.0 for Windows 95, and every version of the Microsoft EPM tool beginning with Project Central in the year 2000. Dale possesses the coveted Project MVP title and is one of only 64 Project MVPs in the entire world. He is the co-author of 21 books on Microsoft Project and Project Server. Dale is known for high-energy, highly interactive style of presenting and teaching. He was voted the “Best Presenter” by conference participants at the Project Conference in 2012.
20/11/201811:30 CST30 minutes
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How to Set up a Project Schedule to Be Used in my Organization There are plenty of organizations out there that use Microsoft Project stand alone to manage and control their projects. When we do not have a unified platform such as Project Online (or Project Server) to manage our projects, how do we ensure that the best practices are being used by all my project managers? In this 30-minute webinar, we will discuss how to create and configure a standard schedule that can be propagated and shared in order to be used by all project managers in our company.18/12/201811:30 CST30 minutes
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