Author: Allan Rocha

Allan Rocha has dedicated his entire career to the portfolio and project management area. For about 12 years he has been working with the Microsoft PPM Solution. Find out more here: E-mail: allan@allanrocha.com LinkedIn: http://linkedin.com/in/allanrocha Facebook: https://www.facebook.com/ppm4all YouTube: https://www.youtube.com/c/AllanRocha Blog [EN]: http://ppm4all.com/ Blog [PT]: http://mundoepm.com.br/ Skype: allan.crocha Twitter: @allanrocha Pinterest: https://www.pinterest.com/allanrocha/ Instagram: https://www.instagram.com/allanrocha/

Webinar : Breaking the Wall between Users and Tools: Project Online, chat-bots and machine learning

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: Imagine a world where the users will ask questions in natural language to a personal project management assistant using their favorite chat or instant messaging tool. Each user will have their own personal project management assistant that will read, listen, understand and translate those questions into actions on your PPM tool, which is your organization’s place to store and organizes data and processes. But also imagine that your personal project management assistant will learn and become smarter day after day based on your way of work, he will also learn from other users in your organization and he knows all the best practices in the market, which allows him to recommend and suggest the best options for your tasks. That is how the future will be. We will be exploring and demonstrating a little bit of how a personal project management assistant can change your way of working. Presenter Info: Allan Rocha Allan Rocha has dedicated his entire career to the portfolio and project management area. For about 12 years he has been working with the Microsoft PPM Solution. Have you watched this webinar recording? Tell MPUG viewers what you think! [WPCR_INSERT]

Breaking the Wall between Users and Tools: Project Online, chat-bots and machine learning

The portfolio and project management area, for the last years, has improved considerably in many aspects: frameworks, processes, methodologies and even the tools, like Microsoft Project and Project Online, which is now supporting agile in the standard product. But even with all these improvements, we are still doing everything in the same way. We are still estimating our projects or tasks in the same way, allocating resources or assigning them to tasks, filling our checklists or creating documents. All exactly in the same way, based on our experience and knowledge. I believe we all agree that it is time to go one step further, we need to bring innovation to the area without losing the core principles that helped all of us build this culture of managing projects. Dive deeper into this topic when you watch the webinar, Breaking the Wall between Users and Tools: Project Online, chat-bots and machine learning, now available on demand! And that is exactly what we are proposing with the exciting and innovative combination between the power of the machine learning algorithms and cognitive services together with chat-bots and your favorite tool. The only way to understand the impact of this new era is by embracing it and accepting that technology is here to drive transformation in our old ways of work. But this is a good thing, who does not want to have their own personal assistant? Let’s dream together and try to imagine a world where we, project managers, will chat, talk, ask our questions, like we were talking to a colleague across the desk, and he will reply always with the right answer and guidance. These days are now, the cycle of innovation that we are is based on AI or artificial intelligence, and it’s going change our way of working, for the best. Trust me. It will be easier estimates your tasks and projects, and they will become more accurate day after day. It will be easier to request a resource for your new project, and this resource will be a perfect match for the team and the task. It will be easier to understand and follow the processes while running a project. It will be easier to remember what is missing to be delivered and also the way you will deliver. It will be easier to learn a new tool, because you actually don’t need to… It will just be easier… Don’t be scared about machine learning and chat-bots. They are here to stay and will make our life and work easier. Related Content Webinars (watch for free now!): Microsoft Project 2013 and Project Online Portfolio Management Made Easy with Project Online/Project Server 2013 Articles: Delivering Agile Projects using Microsoft Project/Project Online Working with Teams in Project Online/Project Server 2013 Managing Project Web App Site Permissions in Project Online and Project Server 2013

How to report on your Project Online Resource Engagements data using Power BI Custom Visuals

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: Learn how to report on the new Project Online feature, Resource Engagements, using Power BI Custom Visuals. We will present how custom visuals open unlimited ways of visualizing and analyzing your data in incredible different ways. Empower your Resource Managers to easily take decisions and optimized resource utilization with Power BI an Project Online Resource Engagements. Presenter Info: Allan Rocha Allan Christian Rocha is a professional who has dedicated his entire career to project management. For about 12 years working with implementations of projects based on the Microsoft PPM (Project Portfolio Management) Solution. When starting your education in computer sciences had the opportunity to work in two of the largest consulting firms in project management of Brazil, Stefanini and AeC Group, where could experience countless challenges and meet various types of customers acquiring the necessary experience so he could take a step forward and follow his own dreams. At the age of 21 years he founded his own company, Sotis Consulting, a company specialized in project portfolio management and content management. During this period was not limited to the Brazilian market, and in partnership with EPM Solutions, trained and led, for more than 3 years, a remote team specialized in cloud services for project and portfolio management platforms. With the rapid business growth and the need to maintain the focus and quality of services, Sotis Consulting and Belo Horizonte Sistemas (BHS) have teamed up in 2008 to increase the supply capacity of project management solutions and content management. As Director of consulting, orchestrated, for more than 3 years, a solid maturity and growth of your team composed of more than 40 consultants who soon would become a national reference in innovation and quality. Dedicating his career entirely to project management, in July 2010 was nominated Microsoft Project MVP (Most Valuable Professional), title which keeps for more than 5 years. Always trying to innovate, created and idealized some products: “Manage with Passion” – Implementation Methodology of project management office, who brings a beneficial inversion of values, showing that, rather than look just for the purposes of managers, we must focus on users, which are the brains behind any result. With success cases in Brazil, United States, Denmark and Germany could prove the effectiveness and acceptance of his ideas, and even became a finalist in the selection of its project to be presented at the Gartner Business Process Management Summit 2013, in London. “PPMExpress” – Deployment Methodology for portfolio management solutions, which proposes a major change in the stages and steps of a normal process of deployment. Bringing faster results, when the entire deployment is based on a real-world scenario in which the client, since the first week, is able to interact and evaluate the tool, improving it according to his needs instead of spending days in unknown specifications. “Pangea PM” – new concept of integration, learning, collaboration and management of people that became the basis for a series of innovations, yet to come, Demystifying the project management and making it much more interactive, fun and connected to our daily lives. Apps for iPhone / iPad / Windows Phone / Office – Mobile applications that enable quick access to a range of information regarding the area of project management. Establish a direct communication channel between people and experts. The eternal ambition to seek new challenges, with a dash of coincidence, resulted not only in a great business opportunity, but also an invitation to move to Copenhagen. Sold its holdings in Belo Horizonte Sistemas (BHS) in 2011 and moved to Denmark, where for 3 years worked as the leader of a high-performance team, increasing its capacity by 55% and surpassing in 45% the expected performance. For this and many other reasons today is one of the partners of Projectum ApS, which is the leading company of Portfolio and Resource management in Scandinavia and part of Europe. Increasingly specializing in portfolio, resource and change management, splits his time between an eternal learning journey and always trying to bring something new, that can somehow attract people for this amazing area, people management. Have you watched this webinar recording? Tell MPUG viewers what you think! [WPCR_INSERT]

How to Create an Amazing Gantt Chart in Power BI

In this article you’ll learn how to create an amazing report with the new Microsoft Power BI Gantt Custom Visual. A Gantt chart is a kind of bar chart that shows a project timeline or schedule. As Microsoft notes in its Power BI gallery listing for the Gantt chart, the visual you’ll be working with here “shows the Tasks, Start Dates, Durations, % Complete, and Resources for a project. The Gantt Chart visual can be used to show current schedule status using percent-complete shadings and a vertical “TODAY” line. The Legend may be used to group or filter tasks based upon data values.” Let’s get started. Allan Rocha also presented a webinar for MPUG members on how to report your Project Online resource engagements data using Power BI custom visuals. First, make sure you’re working with the latest version of Power BI Desktop. (If you’re using the cloud version of Power BI), you already know you have the latest edition. Next, download the Power BI Custom Visual Gantt.  The gallery is a collection of interactive reports created by Microsoft folks and others in the Power BI community who have donated their efforts to the roster. Under visualizations, click on Import. Select the Gantt.pbiviz file. Click on the Gantt icon, under visualizations, to add the visual and look at the fields available for this chart (Legend, Task, Start Date, etc.). Learn how an MPUG Membership helps individuals and teams become better project managers and Microsoft Project users through Microsoft Project Training. Join MPUG to attend live training webinars, access 500+ hours of on-demand sessions, receive certificates of completion and earn the Project Management Institute (PMI)® Professional Development Units (PDUs) that you need. Watch an MPUG training webinar for free and improve your Microsoft Project skills in less than 1 hour. For the chart we’re creating, I’m using the following tables: Assignments; Resources; and Tasks. We’ll place the fields in the following order: Legend: Role (Resource) Task: TaskName (Assignments) Start Date: AssignmentStartDate (Assignments) Duration: TaskDuration (Tasks) % Completion: TaskPercentWorkCompleted (Tasks) Resource: ResourceName (Resources) Add some extra charts and slicers (an alternate way to do filtering that narrows the portion of the dataset shown in the other visualizations on the page). And you’re done! You have now a Power BI Gantt chart ready to use! Let’s publish it to Power BI by clicking on Publish. To access your Power BI report, remember to enable custom visuals. Enjoy the quick GIF below to see how cool your work is in real life! A version of this article first appeared on Allan Rocha’s blog, ppm4all. Is there a particular Power BI custom visual you like to use? Let the MPUG community know in comments below! Related Content Webinars (watch for free now!): Back to the Future – When Gantt has Style Articles: Storytelling with Your Gantt Chart

Define and Execute an Effective Resource Management Strategy with Project Online and Power BI

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Strategic and Business Management talent triangle category. If you are claiming this session, you must submit it to your MPUG Webinar History after it has been completed in its entirety. Event Description: Learn how to design and execute an effective resource management strategy with Project Online and Power BI. Develop your maturity level roadmap based on the Resource Management Maturity Model (RMMM). Explore the new Microsoft Project Online Resource Engagements feature, which allow your Resource Managers to optimize and balance your resources across your organization. Analyze, take decisions and get alerted about data using Microsoft Power BI, even directly from your mobile device. Speaker Info: Allan Rocha Allan Christian Rocha is a professional who has dedicated his entire career to project management. For about 12 years working with implementations of projects based on the Microsoft PPM (Project Portfolio Management) Solution. When starting your education in computer sciences had the opportunity to work in two of the largest consulting firms in project management of Brazil, Stefanini and AeC Group, where could experience countless challenges and meet various types of customers acquiring the necessary experience so he could take a step forward and follow his own dreams. At the age of 21 years he founded his own company, Sotis Consulting, a company specialized in project portfolio management and content management. During this period was not limited to the Brazilian market, and in partnership with EPM Solutions, trained and led, for more than 3 years, a remote team specialized in cloud services for project and portfolio management platforms. With the rapid business growth and the need to maintain the focus and quality of services, Sotis Consulting and Belo Horizonte Sistemas (BHS) have teamed up in 2008 to increase the supply capacity of project management solutions and content management. As Director of consulting, orchestrated, for more than 3 years, a solid maturity and growth of your team composed of more than 40 consultants who soon would become a national reference in innovation and quality. Dedicating his career entirely to project management, in July 2010 was nominated Microsoft Project MVP (Most Valuable Professional), title which keeps for more than 5 years. Always trying to innovate, created and idealized some products: “Manage with Passion” – Implementation Methodology of project management office, who brings a beneficial inversion of values, showing that, rather than look just for the purposes of managers, we must focus on users, which are the brains behind any result. With success cases in Brazil, United States, Denmark and Germany could prove the effectiveness and acceptance of his ideas, and even became a finalist in the selection of its project to be presented at the Gartner Business Process Management Summit 2013, in London. “PPMExpress” – Deployment Methodology for portfolio management solutions, which proposes a major change in the stages and steps of a normal process of deployment. Bringing faster results, when the entire deployment is based on a real-world scenario in which the client, since the first week, is able to interact and evaluate the tool, improving it according to his needs instead of spending days in unknown specifications. “Pangea PM” – new concept of integration, learning, collaboration and management of people that became the basis for a series of innovations, yet to come, Demystifying the project management and making it much more interactive, fun and connected to our daily lives. Apps for iPhone / iPad / Windows Phone / Office – Mobile applications that enable quick access to a range of information regarding the area of project management. Establish a direct communication channel between people and experts. The eternal ambition to seek new challenges, with a dash of coincidence, resulted not only in a great business opportunity, but also an invitation to move to Copenhagen. Sold its holdings in Belo Horizonte Sistemas (BHS) in 2011 and moved to Denmark, where for 3 years worked as the leader of a high-performance team, increasing its capacity by 55% and surpassing in 45% the expected performance. For this and many other reasons today is one of the partners of Projectum ApS, which is the leading company of Portfolio and Resource management in Scandinavia and part of Europe. Increasingly specializing in portfolio, resource and change management, splits his time between an eternal learning journey and always trying to bring something new, that can somehow attract people for this amazing area, people management. Have you watched this webinar recording? Tell MPUG viewers what you think! [WPCR_INSERT]