Portfolio, Program, Projects – How to Manage Effectively using Microsoft Project

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

Event Description:

How can you effectively utilize Project to manage many projects with multi-level project structures? One way to help with managing multiple projects, programs or portfolio, is to understand how to optimize the use of sub-project/master project capabilities of Project for the Desktop or Project Server/Online. It seems there is a need for multi-level planning too. Portfolio – Program – Project OR Program – Workstream – Project OR Product – Program – Project OR Organization – Department – Project. Having more than just two levels of roll-up and links is common. Can Project Pro accommodate and enhance your ability to manage multi-level cross-project linking and roll-ups?  In this session you will learn how to manage these types of scenarios so you can effectively use Project to enhance your productivity working in a multi-level project/program structure. You will also learn how to leverage the reporting tools to generate effective reports across multiple projects at level 1 (portfolio), 2 (program) or 3 (project) depending on your communication needs.

Presenter Info:

Robert Happy, PMP, MCT, MCTS
President & Senior Consultant, Project Management Practice, Inc.

Over the past 20 years, Robert has consulted with hundreds of organizations to establish effective Project and Portfolio Management (PPM) solutions. This includes working with all levels of staff members in developing custom PPM solutions across a variety of application areas and industries. Prior to being a founding executive of PMPI, he was Director of PM for Franklin Covey through an acquisition of the Project Consulting Group, which he was the founder. Before that Robert was Executive VP for Time Line Solutions Corporation, a Symantec Subsidiary specializing in PPM software, and Executive for the Project Management Center which specialized in custom PPM solutions.


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Written by Robert Happy
Robert Happy, PMP, MCT, MCTS President & Senior Consultant, Project Management Practice, Inc. Over the past 20 years, Robert has consulted with hundreds of organizations to establish effective Project and Portfolio Management (PPM) solutions. This includes working with all levels of staff members in developing custom PPM solutions across a variety of application areas and industries. Prior to being a founding executive of PMPI, he was Director of PM for Franklin Covey through an acquisition of the Project Consulting Group, which he was the founder. Before that Robert was Executive VP for Time Line Solutions Corporation, a Symantec Subsidiary specializing in PPM software, and Executive for the Project Management Center which specialized in custom PPM solutions.
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