Workshop: MS Project - Within an organization (resource pools and leveling)

September 15, 2018
8:30 AM - 5:00 PM
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Golden Gate University - SF
536 Mission Street Suite # 3214
San Francisco, CA 94105
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Only 4 Seats Left for this workshop, so REGISTER NOW to reserve your seat.

This class applies to users of MS Project 2010, 2013, 2016 and Project Online Pro.

If you are using MS Project 2007 or earlier, 90% of the class material is still applicable.

MS Project 2007 screenshots are not provided, since MSFT has discontinued support for 2007 and earlier versions.

Seats are limited and register early to ensure your space for this popular workshop.

This session is Part 2 of 2 that provides preparation for the certification, "Managing Projects with Microsoft Project," 74-343. 

Let's face it - Microsoft Project Desktop and Project Online Pro are the standard tools for project scheduling, yet most of us are unaware how to get the full value they enable.  There are over a hundred Project Management tools, but only the major tools provide dynamic scheduling (task dependencies with work or duration estimates) for all types of projects, program scheduling (master/sub scheduling with resource pool), portfolio management (Project Server and Project Online Premium). 

Being a part of “Office”, we tend to be self-taught, and consequently, end up as beginners, unable to advance to powerful levels.  So why not learn this very powerful yet complicated tool properly and best practices for application?

The material for this class shows how to avoid common, significant mistakes in scheduling and how to schedule projects for high levels of success.  The material is gathered from numerous books, classes, and experiences the instructors have encountered in their careers.

PMISFBAC brings you a rare opportunity to learn this tool hands-on from the experts at an affordable price-point. 

Objectives of this Course: 

  •         Scheduling, Tracking, Reporting. 

o   Contingency, Buffers, & Management.

o   Maximizing Throughput.

o   Recovering.

  •         Not Project Management: 

o   Not project conceptualization & selection.

o   Not leadership, negotiation, recognition/reward.

o   Not team selection, Conflict resolution…

  •         Project Server introduction. 

o   Good schedules prerequisite to Server. 

o   Server doesn’t improve scheduling. 

o   Provides communication, collaboration, timesheets. 

What You Will Learn: 

  •       Templates.
  •       Scheduling. 

o   Program and Portfolio Management.

o   External Dependency. 

  •      Master/Embedded Projects.
  •      Pooled Resources. 

o   Resource Allocation. 

o   Leveling:  Manual & Tool. 

  •       Estimating data capture and improvement 

o   Scaling estimating data for new projects.

  •       Adding Shock Absorbers Ahead of Product Delivery. 

o   Aggregate Risk Contingency.

o   Dynamic Project Uncertainty Buffer.


  •      Customization. 

o   Tables, Groups, Filters; Custom Fields & Formulas; Views.

o   Global.MPT. 

  •       Executing. 

o   Baselining. 

o   Multi-Tasking. 

o   Costs.

o   Updating. 

o   Resource Management. 

  •         Controlling 

o   Getting projects back on track. 

o   Advanced Resource Sheet. 

  •         Project Status Communication 

o   Traffic Lights. 

  •         Orientation to Project Server. 

o   Improvements require change. 

o   Indicators of doom & solutions.


Class handouts will be emailed 4 days ahead of the class. Only digital version will be provided. 
Materials include PDF files of the slideware used in class, examples (MPP files), inputs for exercises (XLS files), answers to exercises (PDF files).  Please bring the slideware to class, printed or electronic at your discretion.



7 PDUs (Technical: 5, Leadership: 1, Strategic: 1)
Event Agenda:
08:30AM – 09:00AM         Registration and breakfast
09:00AM – 10:00AM         Workshop
10:00AM – 10:20AM         Break
10:20AM – 12:30PM         Workshop
12:30PM – 1:00 PM         Lunch
  1:00PM – 2:30PM          Workshop
  2:30PM – 2:45PM          Break
  2:45PM – 4:30PM          Workshop
  4:30PM - 4:45 PM          Q&A, Adjourn


Oliver Gildersleeve, PMP, MCTS is the lead planner for Engility Corp. scheduling of the Dept. of Veterans Affairs’ Identity and Access Management program. (It's a position than resulted from a PMI-SV job email.)  He teaches Microsoft Project for San Francisco State University Extension and Managing Software Projects for UC Santa Cruz Extension. Formerly he was a trainer of Microsoft Project Server at companies across the US and at monthly public classes in the Bay Area. He was cofounder and past president of Microsoft Project Users Group's Silicon Valley chapter (  Oliver was a technical editor of the books, "Forecasting Programs" and "Forcast Scheduling."

Sutanu Ghosh, PMP, PMI-ACP, MCTS has served as a PMO as well as a hands-on PM on both SW and HW projects at many distinguished institutions in Silicon Valley for over 20 years, including Bay Networks, Symbol, Lockheed Martin, NetApp and VMware. After graduating in Mechanical Engineering, he worked for Tata Motors, which ignited his passion for “Lean.” He has a MS from Arizona State in CAD/CAM, and has published on CAX tools. 


Cancellation and No-Show Policy:

If you have made a reservation and find that you will be unable to attend, please send an email to Raymond Chang ( and cancel your ticket as early as possible.  All cancellations are subject to a minimum $30.00 fee if done at least 10 days before the event.  Cancellations after  September 01, 2018 are subject to full charge to ensure the Chapter does not incur excessive expenses.




$155.00 Early Bird, Member
$140.00 Earlybird rate before August 31

$155.00 Regular, Member

$165.00 Early Bird, Non-member
$150.00 Earlybird rate before August 31

$165.00 Regular, Non-member price