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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 projects located 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 teaching users how to use Project Management tools in a more productive way. In 2016, Raphael was awarded the MVP title by Microsoft in recognition of his contributions to the Project Management community. Raphael is a PPM Consultant at Sensei Project Solutions, a certified Microsoft partner specializing in project and portfolio management deployments. Sensei offers a complete set of services to help organizations succeed with their Microsoft PPM deployments. Services include full implementation and training as well as pre-configured solutions and report packs. Visit senseiprojectsolutions.com or contact info@senseiprojectsolutions.com for more information.

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All Articles and Webinars by Raphael Santos

Custom Workflow Notifications in the PPM Platform

Written on July 9, 2018, by

When using a PPM platform such as Project Online or Project Server to capture, prioritize, select, plan, and manage their initiatives, organizations have a huge opportunity to automate their business process by collecting information about all project ideas in one place and, and based on their internal process, take a logical decision of which initiatives…

Real-world Reporting: Using Power Bi Visuals To Solve Business Requirements and Create Stellar Reports In Project Online

Written on May 16, 2018, by

Project Management Institute (PMI)® Professional Development Units (PDUs): This Webinar is eligible for 1 PMI® PDUs in the Technical category of the Talent Triangle.   Event Description: Microsoft has recently launched a very impressive update to its PPM Power BI Content Pack, which allows organizations to get started quickly with dashboards and reports without requiring…

Using Local Calendars in the PPM Platform

Written on December 29, 2017, by

Working as a PPM consultant offers me opportunities to interact with many different clients, all of which have diverse needs and requirements. A couple of weeks ago, I received a very interesting request from a company I am engaged with regarding the utilization of custom calendars by their project managers. Before we deep dive into…

Understanding the Microsoft PPM Public Power BI Content Pack

Written on December 13, 2017, by and

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: Microsoft recently announced the new Power BI Content Pack for Microsoft PPM.  This content pack allows organizations to deploy out-of-the-box reporting in a new Project Web App instance; so…

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. Download the files used in this session. Event Description:…

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…

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