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NEW book release ``Forecast Scheduling with Microsoft Project 2013`` NEW software release ``Forecast Scheduling Application`` - improve your schedules

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Forecast Scheduling 2013

Forecast Scheduling 2010

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Managing Programs with Project Server 2010

For program managers, their support staff and their subproject managers who use Microsoft Project Professional and Project Web App (PWA) with Project Server to manage an integrated program schedule.

About This Course

What to do when you have 500 handoffs between 15 subprojects in a 10,000 task program schedule? Programs are notoriously hard to schedule: the amount of data is mind-boggling, subprojects are dependent upon each other and the client wants to see the Critical Path for the entire program. The presenter will share special techniques with you that he and his team developed for identifying the Critical Path in large programs and managing it. If you have more than 1,000 tasks in your schedule, you should attend this course.

This course is based on and aligned with the PMI Standard for Program Management, second edition.

Program Prerequisite

Participants must have managed at least one project from beginning to end with Microsoft Project Professional in an enterprise environment. If you don't meet this requirement, we recommend you take our Managing Projects course first.

Dates: Click here for a listing of Course Dates and for purchasing a course.

Course Learning Objectives

Overall, you will learn how to effectively use Microsoft Project and Project Server for managing programs. The following learning objectives are subject to customization in onsite training:

  • Be able to determine whether to keep one large schedule for the program or split it into sub schedules
  • Be able to choose the best orientation to break a program schedule into subproject schedules
  • Be able to re-integrate subproject schedules into a program schedule
  • Be able to create dependencies across the subproject schedules
  • Be able to track the buffers or slippages of handoffs between the subprojects
  • Be able to identify the Critical Path to the next major milestone
  • Be able to manage resource workloads across multiple subprojects
  • Be able to track the subproject progress and program schedule during execution
  • Be able to collaborate with subproject managers on their subproject WBS, documents, risks and issues
  • Be aware of the best practices for managing integrated program schedules in a Project Server environment

Detailed Topical Outline

The following course topics are subject to customization for onsite training:

Overview of the Microsoft Enterprise Project Management (EPM) Solution

  • Project management, EPM and business processes
  • Business benefits of Project Server
  • Microsoft Project, Project Server, and PWA and how they work together
  • The different users, groups and categories in Project Server
  • High level architecture and database structure of Project Server

Managing Programs

  • What is a 'program'? How is it different from a 'project' or 'project portfolio'?
  • Modeling a large program: How to prevent drowning in the data?
  • Establishing scheduling guidelines and standards for subproject schedules
    • What orientations are possible for breaking down programs? Pro's and con's
    • Importance of focusing on deliverables (handoffs between subprojects)
    • What is the appropriate level of detail: 1%-10% rule
    • Minimizing the use of date constraints
    • Recurring tasks and overhead tasks
  • Rolling wave approach: look ahead window for detailed planning: how many months ahead?
  • WBS: Should we put the major milestones at the top? Pro's and con's
  • Dependencies: the importance of identifying all dependencies within each subproject schedule and dependencies between the projects (handoffs)
  • Deadlines (target dates) and schedule constraints (fixed dates): types of schedule constraints and how they make your program schedule rigid
  • Resources: sharing resources across the program subprojects and across other projects
  • Documents, risks and issues: the program workspace

Centralized versus Delegated Scheduling

  • Keeping one large program schedule or splitting it into separate subproject schedules: centralize or delegate scheduling? Pro's and con's.
  • Centralized scheduling: the need for a program management office and scheduling support services; how many schedulers do you need?
  • Delegated scheduling: Splitting the program schedule into multiple sub schedules :
    • What orientations for breaking down programs are available? Pro's and con's
    • Transferring ownership to the subproject managers using PWA
    • Training subproject managers on the scheduling guidelines
    • Implementing quality assurance for sub schedules

Separate subprojects and the dependencies between them: re-integrating the subproject schedules:

  • Ways to re-integrate sub schedules: cross-project links feature, deliverables feature, macros to create and remove cross-project links on as-need basis, third-party solutions
  • Creating the cross-project dependencies: use the master schedule!
  • How to check the completeness of the network logic in a large program (while keeping your sanity)
  • What to do if circular dependencies suddenly appear?
  • Creating the back-end of the integrated program schedule where all subprojects come together: assembly and integration testing
  • Monitoring cross-project impacts and governing cross-project impacts

Separate subprojects and sharing resources across separate subprojects; the need for a shared resource pool. Two options:

  • Using the enterprise resource pool in Project Server
  • Using an MPP-file as a shared resource pool if you have less than 50 shared resources

Monitoring and managing subprojects in PWA as a program manager

  • Tracking Gantt view: how to verify if schedules are up-to-date and how to assess progress performance
  • Earned Value as a program performance measurement technique
  • Drilling down from the program schedule into the subproject schedules
  • Customizing textual status report templates and merging received status reports into a program status report
  • Program dashboards in PWA


How to manage resource workloads

  • Proactive or reactive workload leveling?
    • Reactive workload leveling: allowing workloads to accumulate, then resolve over-allocations
    • Proactive workload leveling: checking on resource availability before assigning and preventing over-allocations
  • Resolving over-allocations:
    • Making workloads visible and finding the over-allocations
    • When to level by hand and when to rely on automatic leveling of MS Project?
  • Leveling workloads by hand:
    • The best view to resolve over-allocations yourself
    • A complete list of ways to resolve over-allocations manually
  • Leveling workloads automatically:
    • What MS Project can and cannot do for you in resolving over-allocations
    • Four different ways to use automatic leveling in MS Project
    • Where to check how MS Project resolved the over-allocations?

How to Keep Your Program on Schedule

  • Should we find one Critical Path in a program schedule that has, for example, 1,000 tasks in a 10,000 task schedule?
  • We recommend identifying the detailed Critical Path into the next major milestone of the program and we will share a technique we developed to identify the Critical Path into a major milestone:
    • Sequester the sub network of the major milestone
    • Isolating the Critical Path into the major milestone
    • Shortening the Critical Path
  • You also need to monitor the forecasted finish date of the entire program


  • Creating one-page reports ... always ... even on very large programs!
  • Earned Value report, Major Milestone view, Swim Lane Chart
  • Working with large schedules requires you to become a master at filters: using multiple conditions, using and/or boolean logic and interactive filters
  • Reporting the project the way you want: developing custom views using custom Fields, Tables, Filters and Grouping
  • How to promote custom views to become new enterprise views
  • How to defend a visible time buffer or cost reserve to your manager, sponsor or client?


  • Updating tasks versus updating assignments (time sheets): what update info to ask for?
  • Maintaining the integrity of the program Baseline
  • An easy check to verify if a subproject schedule is up-to-date
  • Interpreting the Tracking Gantt chart of a subproject

Last modified:August 02 2016 14:01:00.