Intermediate Forecast Scheduling (Workload Modeling) - online course - live

Intermediate Forecast Scheduling (Workload Modeling) - online course - live

Regular price $1,245.00 USD $1,245.00 USD Sale

For those who are experienced users of Microsoft Project 2016/2019/2021 or Project for the Desktop (Project Online). 
The course is designed for: project schedulers, project team members, project managers, project controllers, project control officers, and project engineers. This course is a live, online class: You will attend 4 live session of 3 hours each (total of 12 PDUs). 

The Dates for the sessions will be determined with you. The sessions will be recorded, so you can easily catch up on a missed session.

About This Course

A project schedule as a workload model is a schedule that projects the aggregated workloads of the resources over time and the total effort for the project. It is an effort‑based schedule and requires loading resources into the schedule.  A Workload Model supports organization-wide resource management; Project Online will aggregate total workloads by resource across projects. The overall goal of the course is to learn how to create Workload Models of a project. The content of the course is restricted to scheduling a single project in Microsoft Project Online.

Each Participant Will Receive

  • A copy of the published textbook 'Forecast Scheduling with Microsoft Project Online 2018'.   
  • NEW a free one-year license for our 'Forecast Scheduling App' that performs the checks on best practices in an automated fashion and helps you improve your schedule.
  • An electronic certificate with 12 PDUs (live-online and self-paced classes) upon completion of the course
  • An opportunity to earn the 'Forecast Scheduler – Workload Modeling' certificate of competency and earn an additional 20 PDUs (For more, see: Overview Certification)

Please Bring to Class

A computer loaded with Microsoft Project 2016/2019 or Project for the Desktop (Project Online)

Learning Objectives

After this course, you will:

  • Be able to create a valid, dynamic and robust workload model of your project to forecast it continuously. A workload model is a resource-loaded project schedule.
  • Be an expert in optimizing resource-constrained project schedules: Resource-Critical Path
  • Be able to create custom reports with regards to time forecasts and workload projections
  • Know how to efficiently update the schedule during project execution to continuously forecast the project end date, workloads and cost

 Course Topics

 From Time Model to Workload Model:

  • Add the 5A’s: Activities, Availabilities of Resources, Assignments, Assignment Effort, Assignment Units
  • Add the activities
  • Assign resources while paying attention to assigning a percentage or number of resources to an activity, so that the amounts of Work calculated by MS Project come out right


  • The Principle of Forecast Scheduling: creating a schedule in such a way that it continually forecasts time and the aggregated workloads and total amount of effort for the project.
  • Options: relevant options for workload models
  • Manually scheduled tasks and whether to use them (Not!)
  • The Project Calendar

 Work Breakdown Structure

  • Finding the right level of detail for breaking down the work
  • Fixed Duration, Fixed Units and Fixed Work tasks and when to use each type of task
  • Recurring tasks (status meetings) and overhead tasks


  • A standard process for estimating
  • Estimating and entering work (i.e. effort as opposed to durations)
  • Protect the Work estimate; set task Type to Fixed Work
  • Workload model formula: WorkUnits of Resources = Duration
  • Difficulties in estimating and techniques to address them

 Dependencies and Network Logic 

  • The principle of dynamic scheduling saves you time
  • Using dependencies to model cause-and-effect relationships in the project
  • Types of dependencies and when to use each type
  • How to check the completeness and correctness of your network logic

 Deadlines (target dates)

  • How Deadlines support the principle of dynamic scheduling and how Constraints wreck it
  • Type of schedule constraints (fixed dates): How they make your schedule rigid and maintenance-hungry


  • Types of resources: human (Work), material, facility, equipment (Material) and monetary (Cost) resources
  • Humans: Generic versus actual resources: when to use each type?
  • Part-time, full-time and team resources
  • Flat resource availability or availability that varies over time
  • Stable rates or rates that vary over time
  • Calendars: the project calendar, task calendars, base calendars and resource calendars 


  • The formula: Duration * Units = Work
  • How to best deal with this formula: Three rules to make MS Project an easy tool for you
  • Assign Resources dialog
  • Team Planner view: pro’s and con’s
  • Part-time versus full-time assignments

 How to manage resource workloads

  • Preventing or resolving overallocations?
  • Making workloads visible and finding over-allocations
  • Resolving over-allocations: When to level by hand and when to rely on MS Project

 Leveling workloads by hand

  • The best view to resolve over-allocations yourself: Resource Allocation view
  • A complete list of methods to resolve over-allocations manually

 Leveling workloads automatically

  • What MS Project can and cannot do for you in resolving over-allocations
  • Leveling algorithms used by MS Project
  • Where to check how MS Project resolved the over-allocations: Leveling Gantt view

 Optimizing for Time and Workloads

  • Review of The Critical Path Method (CPM)
  • How resource-leveling affects the Critical Path
  • Having limited resources in a resource-constrained schedule: the NEW concept of a Resource-Critical Path that incorporates logical AND resource dependencies
  • Finding the Resource-Critical Path in a Workload Model
  • Ways to shorten or crash the Resource-Critical Path

 Checking the Schedule before Publishing

  • Is the schedule a valid, robust and dynamic model of the project to forecast its end date, the aggregated workloads over time and the total effort continuously?
  • Using our 76-point checklist for Workload Models and our Forecast Scheduling App (FSA) to identify the violating tasks / resources
  • How-to steps on improving your schedule with FSA

 Reporting the Project, the Way You Want

  • Creating one-page reports … always!
  • How to defend a visible time-buffer to your sponsor or client
  • Timeline view
  • Use the Reports ribbon
  • Develop custom workload views with custom Fields, Tables, Filters and Groups
  • Create custom workload reports: Workloads over Time (Time-Phased and Cumulative), the NEW concept of an ‘Earned Work’ report (a simplified version of Earned Value expressed in ‘hours’)
  • How to re-use reports elsewhere using the Organizer

 How to enter actual progress and how to update estimates in the schedule: 

  • Updating tasks versus updating assignments (the latter needs an electronic time sheet)
  • Baselining: how to maintain a baseline when change requests are approved
  • Efficiently updating tasks (no electronic timesheet)
  • Efficiently updating assignments (using an electronic timesheet)