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UBC Award of Achievement in Project Management with Microsoft Project >

2. Managing projects and resources

Feb 26, 2016 Or Sat-May 2 2016

1. Scheduling Projects and tasks
Feb 19, 2016 Or May 27 2016
2. Managing projects and resources
Feb 26, 2016 Or Sat-May 28 2016
3. Initiating Projects Laying the Foundations for Success
Mar 4, 2016 Or June 3, 2016
4. Specifying and Estimating Deliverables
Mar 11, 2016 Or Sat-June 4, 2016
5. Building High-performance Teams to fast track projects
April 1, 2016 Or June 10, 2016
6. Communicate progress to clients and management
Mar 4, 2016 Or Sat, June 11, 2016
Brian Mullen , M.Sc, MCP,  your workshop leader UBC Robson Square

UBC/Project Management with Microsoft Project consists of six sessions given on Fridays. You can register for all sessions or just for selected sessions. Receive a UBC Award of Acheivement in Project Management with Microsoft Project when you complete all six sessions. You may complete the sessions over multiple terms. The course is given three times per year (Jan/Feb, May/June and Sept/Oct).

Bring your a flash drive to capture your exercises and sample files.

This PM2 session is presented 100% in a computer lab at UBC Robson Square (corner of Robson and Howe) in beautiful downtown Vancouver. The course is given three times per year (Jan/Feb, May/June and Sept/Oct). ancouver. Each student will have Microsoft Project 2010 installed on their desktop. You will receive 160 page workbook for this session.

Click to see detailed PM2 agenda below:

To successfully complete projects you must mobilize the project team, assign work and follow up its timely completion. Assigning resources resources helps prepare budgets which rollup from assignments based on resource rates times effort hours in each assignment. You can analyze and balance workload amongst multiple resources. As well you can produce individual to do lists which help your team members stay organized and on schedule. Initially you may not know who will be on your project team so you identify generic resource roles and skill levels required on your project. Assigning resources to the tasks in your plan allows you to analyze workload by resource type and to plan your team size.

Projects compete for resources causing delays in activities when required resources. Analyze resource workloads across multiple projects with Resource Graph in Microsoft Project.

Determine when key resources are overloaded and resolve these overloads. When you identify specific resources to fill the roles you replace the generic resources in your plan with the specific resources increasing the workload and decreasing the generic resource workload. You can define shifts and vacations for each resource with their own calendars. Microsoft Project uses the resource calendars to schedule work assignments.

Participants will learn how to:

  1. Identify resource skills and generic types needed on the project.
  2. Standardizing resource definitions with a central resource pool.
  3. Define resources and their work calendars.
  4. Assign tasks to resources.
  5. Generate resource-based schedules.
  6. Print individual to-do lists to help your resources stay organized and on schedule. for each resource,
  7. Calculate task costs and develop project budgets,
  8. Analyze team workloads.
  9. Distribute workload evenly between team members.
  10. Improve performance with clear roles and responsibilities.
  11. Keep team members focused on completing tasks on time.
  12. Track completion of tasks by team members.

Avoid the frustrations of updating resource assignments. Participants will discover how to tell Microsoft Project how you want your assignments recalculated when you change either Duration, Work or Units Assigned.

Click to register for PM2 at UBC

This course is presented 100% in a computer lab. Each student will have Microsoft Project 2010 installed on their desktop. Bring your a flash drive.


email Brian Mullen with your questions

2. Managing Projects and Resources agenda, Friday, Feb 26, 2016 Or Sat-May 28 2016; 9am to 4pm

  Topic 4. Managing Projects and Resources
 9am  2.1) Demonstrate resource work and cost capabilities in Microsoft Project

  • Report cost and work from a single source with multiple views
  • Create plans from existing projects
  • Review resource assignments in task form
  • Rollup work from assignments to tasks
  • Define resources to complete task work
  • Communicate tasks to team
  • Rollup assignment work to tasks and resources
  • Analyze workload
  • Calculate labour costs from work
  • Create baseline from current plan
11:00am  2. Define Resources in Microsoft Project
  • Define generic skill types required.
  • Estimate resource needs to complete your project
  • Update Resources with Resource Sheets and forms
  • Calculate charge-out rates
  • Update cost and material resources
  • Decide on team staffing levels to meet deadlines.
  • Recruit the project team.
  • Replace generic resources with team members in the project plan.
  • Define Resources with Sheet and Forms.
  • Update Resources with Resource Views.
  • Resource Columns.
  • Update Resource Definitions with Resource Tables and Resource Columns.
12noon Lunch break  
1pm 3. Assign Resources to complete task work
  • Calculate Assignment duration's.
  • Customize Work Assignment
  • Enter Material and miscellaneous costs for Tasks
  • Validate Resource Assignments Calculate Project Costs.
  • Reconcile Micro Estimate with Macro Estimate.
  • Automatically add new resources 
  • Define Resource details with Resource Information dialog box.
  • Define Resources with Sheet and Forms.
  • Update Resources with Resource Views. 
  • Update Resource Definitions with Resource Tables.
2 pm 4) Produce budget for project
  • Calculate Project Costs
  • Capture actual time with Timesheets view.
  • Rollup costs to projects and resources
  • Manage budgets
  • Project cash flow
  • Calculate costs by resource
  • Summarize costs by resource
  • Improve control over schedule and budget via early warning of overruns
2:30pm Coffee 
2:30 pm 5. Standardize Resource Definitions with Shared Resource Pool
  • Share common Resource Definitions so resource workload can be analyzed across multiple projects.
  • Share common Resource Pool across a network.
  • Update resources in Resource Pool.
  • View Resources in current Project file
  • Link Project to Resource Pool Resources.
  • Open Project linked to a shared Resource Pool.
  • Unlink Project from Shared Resource pool.
315pm 6. Manage workloads across multiple projects with Workload analysis
  • Identify specific resources that fill each role
  • Review resource workload across multiple projects
  • Track overloaded resources
  • Resolve overload of resources
  • Consolidate projects linked to resource pool
345pm 7. Communicate assignments to team members
  • Start tasks on time
  • Capture actual time with Timesheets view.
  • Communicate with team members using Sharepoint
  • Communicate using Project Server timesheets
345pm 8. Track work and cost progress
  • Save Baseline to track variance from plan
  • Update actual work with duration progress.
  • Capture actual time with Timesheets
  • Rollup actual work from Timesheets to assignments

Click to register for PM2 at UBC

See for student questions and my answers to participant questions.

Last updated Dec. 12, 2015