Service: "Mentoring on customize MS Project Online"

Description

Format: 8 online meetings in Zoom / at least one meeting per week

Duration: 1 hour / 1 meeting

Number of participants: Unlimited.

For whom: company and project office managers, project and portfolio managers of companies in the construction / manufacturing / energy industries using MS Project Online and Pro.

Software Products:

• Microsoft Project Online.
• Microsoft Teams.
• Microsoft SharePoint.
• Microsoft Project Pro.
• Microsoft Excel.
• Microsoft Power BI.

Results upon completion:

• A customized MS Project Online project management system.
• Adding corporate resources to MS Project Online.
• Customized templates of typical company projects.
• Reports based on MS Project Online data in MS Power BI and/or MS Excel.
• Video recording of the meeting for review and training.
• Multiple professionalization in portfolio management and multiple project management.
• Increased credibility and confidence through acquiring unique skills and experience in systemic project and portfolio management.

Tasks

Managing deadlines and content

1. Preliminary server setup
2. Development of a register of requests for a project
3. Filling the register of requests for a project
4. Development of corporate templates for project schedules (tasks and deadlines), in which:
   • Approved list of strategic objectives of projects.
   • Assigned persons responsible for project tasks.
   • Approved structural breakdown of project tasks.
   • Logical connections that are caused by the specifics of the work and the legislative framework are identified.
5. Formation of a portfolio of projects. Creating projects based on the registry and in each project:
   • Due dates have been updated.
   • Established project deadlines.
   • Optimization of project timing.
   • Maintaining a baseline project schedule.
6. Setting the fact of completing and updating project tasks
7. Project time variance report in MS Power BI
8. Report on responsible persons in MS Excel
9. Corporate columns (strategic objectives and milestones, graphical columns of deviations by deadlines)
10. Views on working with deadlines (View on monitoring the timing of a project portfolio, a view on planning project tasks, a view on monitoring the timing of project tasks,)
11. Configured rights of project managers in MS Project Online to work with tasks and lines
12. Configured rights of project office specialists in MS Project Online to work with tasks and lines
13. Setting up custom columns for analytical output
14. Representations on working with deadlines (representation on those responsible for the project)

Cost and contractor management

1. Creating budget resources in the corporate pool
2. Assigning budget resources to projects
3. Creation of costly resources.
4. Assigning costly resources to projects
5. Report on project costs and budgets
6. Development of administrative projects
7. Planning costs and budgets in administrative projects
8. Establishing the fact of project costs
9. Establishing the fact that project budgets have been spent
10. Defining the structure of contractors (custom fields: lots, contracts)
11. Creating Contractors in a Resource Pool
12. Assigning contractors to project tasks
13. Report on the work of project contractors
14. Establishing the fact that tasks are completed by contractors
15. Creation of universal cost resources in the corporate pool
16. Updating project templates with universal cost resources
17. Corporate columns (deviation for budget implementation, percentage of completion for costs, project agreements, project counterparties, etc., depending on the customer’s requirements and final analytics)
18. Cost Views (Project Portfolio Cost Tracking View, Project Cost Tracking View, Contractor Task Views in Projects)

Management of material and labor resources

1. Determining the structure of resources in the corporate pool
2. Description of material resources and equipment in the resource pool
3. Assigning material resources and equipment to project tasks
4. Description of executors in the resource pool
5. Assigning performers to project tasks
6. Analysis of performer load and their optimization.
7. Establishing the fact of labor costs of project resources
8. Performer Load Report
9. Worker loading optimization report
10. Creating generic resources in an enterprise pool
11. Updating project templates with universal labor and material resources
12. Corporate Columns (Company Resource Breakdown, Resource Groups, Resource Departments)
13. Views on working with performers (views on monitoring project resources, views on monitoring project resources, views on performers to establish the fact of completion)