Best Practices for Initiating a New Project Schedule with Microsoft Project

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Project Management Institute (PMI)® Professional Development Units (PDUs):
This Webinar is eligible for 1 PMI® PDU in the Technical category of the Talent Triangle.

Event Description:

In the first webinar of this multi-part series, Microsoft Project expert Ira Brown will present techniques for initiating a new project that is consistent with established organizational standards.

This presentation will cover topics such as:

  • Initiating a project from a template
  • Adjusting a template, including Duration and Work, to make it project-specific
  • Removing unnecessary tasks from an all-inclusive “master template”
  • Replicating blocks of activities
  • Creating a simple macro to adjust Work based on a project’s complexity
  • Using an Excel spreadsheet to adjust the task Duration within a schedule, to meet a specific client deadline

Presenter Info:

Ira Brown

Ira is the founder and CEO of Project Widgets, the Microsoft Project customization experts! He has 20+ years of experience helping organizations implement, configure and customize Microsoft Project solutions, and he is a widely published author of several Microsoft Project books.

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Written by Ira Brown
Ira Brown is a leader in the field of project management and a recognized Microsoft Project expert, Project Widgets is well-known for offering add-on products for Microsoft Project and Project Online, as well as for creating custom solutions that meet their client's unique business requirements.  This company continues to extend the scope and breadth of their offerings, thereby increasing the value they provide to customers, by creating Microsoft Project solutions that are tailored to an organization's unique needs.  They even have several free, downloadable widgets available on their website that you can begin using right away.
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1 Comment
  1. I have developed a project schedule template with standard WBS. We tailor the project by inactivating tasks and not deleting them to preserve the WBS numbers. We also have an excel table that defines all the WBS numbers that, describe the task, outputs, templates to use and integrate a RACI matrix with each WBS. We only replicate a group of tasks only if we have a plan for it e.g. multiple sprints in software would be at a 4th level as to not change the WBS. We focus on preserving the WBS. Is this a correct approach? and any suggestions.

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