Microsoft Project Tips and Tricks

This free interactive session can be designed for your unique challenges. Together we walk through industry best practices and answer some of your most pressing questions. Our goal is to see you use effectively utilizing Microsoft Project!

Sample Agendas:

Demand Management and What’s New Sample Agenda:

  1. Project and Portfolio Management Immersion Workshop
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration
  2. Tips and Tricks Session – Increase Resource Management
    • Resource Management Tips
    • Reporting/views to save time
  3. Tips & Tricks:  The Future of PPM – What’s New in Project Online
    • Project Agile
    • Microsoft Planner to Project Integration
    • Project Online Power BI Dashboards
    • Leveraging the new Teams with Planner and more

Project Intake and Execution Sample Agenda:

  1. Project and Portfolio Management Immersion
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration
  2. Tips & Tricks:  Increase Productivity and Project Trouble Signs
    • Keys to Project Creation Success
    • Time-saving tips
    • Views for problem solving
    • Questions/Discussion
  3. Tips and Tricks Session – Get more out of today’s solution
    • Reporting/views to problem solve (dashboard flexibility)
    • SharePoint to Project (reduce manual effort)
    • Discussion and Questions

DevOps: Agile and Portfolio Management Sample Agenda:

  1. Tips and Tricks Session – DevOps Story
    • Microsoft DevOps and PPM Overview (Visibility/Document Collaboration/Workflow)
    • Project Agile (Scrum, Kanban, and Hybrid)
    • Portfolio Management/Project Selection
    • Project Reporting and Power BI Dashboards
    • Microsoft Planner to Project Integration
    • Leveraging the new Teams with Planner and more
  2. Project and Portfolio Management Immersion Workshop
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration

Client Specific Sample Agenda:

  1. Project and Portfolio Management Immersion Workshop
    • Prioritization – Driving the right value of projects
    • Resource & Capacity Planning – bottleneck visibility and scenario planning
    • Program Visibility & Health status
    • Portfolio Measures (portfolio performance dashboards)
    • Team Collaboration
  2. Tips & Tricks:  The Future of PPM – What’s New in Project Online
    • Project Agile
    • Microsoft Planner to Project Integration
    • Project Online Power BI Dashboards
    • Leveraging the new Teams with Planner and more
  3. Tips & Tricks Session – (Client-specific topics)
    • Add topics
    • Add topics

We also offer other free Microsoft Project Services. Click below to learn more:

Contact Us Today to See if You Qualify for a Free Tips and Tricks Session: