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Raphael Santos

About: Raphael Santos

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project, Project Online and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina), in the United States and in Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. In 2016, Raphael was awarded with the MVP title by Microsoft, in recognition to his contributions in the Project Management community. Raphael works at Sensei Project Solutions, a company that offers a set of services to help an organization make their Microsoft PPM deployment successful, including full implementation and services, training as well as pre-configured solutions and Report Packs. You may contact him at

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All Articles and Webinars by Raphael Santos

Custom Visual Reports for Project 2013 and 2016

Written on October 10, 2017, by

Every time a new version of Microsoft Project was launched, there were a mix of excitement and enthusiasm to discover, explore and understand the new features that were made available with the new software. Personally speaking, I remember the level of satisfaction I had when Microsoft Project 2013 was first released, because it finally had…

Creating a Risk Matrix Report in Project Online

Written on July 18, 2017, by

When using Microsoft Project Online to plan, manage, track and control projects, project managers can benefit from using collaboration capabilities that are available in the platform. For each new project you start, there’s the option to set up a Project Site in which project artifacts — such as risks, issues and documents — can be…

Creating a Portfolio KPI Report in Project Online

Written on May 24, 2017, by

*Please note: the PMI® PDU credit for this session is not “mpugwebnlearn052417” as indicated in the video. The correct PDU is: mpugweblearn052417 Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical category of the Talent Triangle. Click here to download the files used in this…

How to Create a Portfolio KPI Report in Project Online

Written on February 28, 2017, by

Back in 2015, my colleague Nate Auchter wrote a great article in which he demonstrates how to build a key performance indicator report in Project Online using Microsoft Excel. (The full article can be found on the MPUG website here.) While Nate’s article uses a subjective custom field to create the KPI, this article places…

5 Lessons on Microsoft Project Resource Engagements

Written on October 11, 2016, by and

In June 2015, when Microsoft first talked about the new resource engagements feature for Project Online and Project Server, there was great excitement in the project management community. We were finally going to have a formal way of managing the negotiation between project managers and resource managers by specifying the amount of work and time…

2 Ways to Manage Resource Availability in Microsoft Project

Written on August 16, 2016, by

When starting to plan the development of a new project, one important task for the project manager is to identify the roles and responsibilities required to deliver the project based upon the agreed scope. You also will need to have a clear understanding of the availability of the resources that play roles throughout the project…

Create Beautiful Reports on Project Desktop with Tools Other Than Just Project!

Written on July 27, 2016, by

  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: Even though Project Pro for Office 365 is available through a monthly subscription, there are many companies and individuals who still use old versions of MS Project (Project 2010,…

Increase Your Schedule Understanding with Smart Project Indicators

Written on March 1, 2016, by

When using Microsoft Project to track their projects, project managers want the ability to identify any issues that may harm their schedules. One of the best ways to achieve this is through the use of graphical indicators. By default Microsoft Project offers an out-of-the-box graphical indicator called “Status Indicator,” which presents the current status of…

Calculating the Percent of Variance in Microsoft Project

Written on November 16, 2015, by

  Have you ever wanted to know the impact of a given variance in your schedule percentage-wise? For example, let’s say you have a finish variance of five days in a task that was originally planned to be executed in 20 days. If we calculate the variance of the task (5 days) over what was…

Webinar: Create a One-Page Status Report with Project, Access and Visio

Written on July 8, 2015, by

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDU in the Technical Project 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: With Project 2013, Microsoft introduced the…

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