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Master Schedules Best Practices on Project Online and Server

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:

Master Schedules Best Practices on Project Online and Server is the final installment in the presenter’s “trilogy” on Master Schedules, building on his Master Schedules 101 MPUG Lunch & Learn presentation on February 15, 2017, and Master Schedules Best Practices, on November 29, 2017. In over 10 years of developing tools and providing services to clients with Master Schedules, Dan Friedrich has become (whether he wanted to or not!) a Master Schedule “Whisperer,” helping organizations with some of the largest Master Schedules ever created (eight levels of Masters nesting, anyone?) to clean up any issues with their Master Schedules, visualize them, consolidate and refactor them, and adopt practices to keep them running clean. He’ll provide guidance that should prove useful whether or not you have the ideal tools, this time focusing on best practices using Master Schedules published on Microsoft Project Online or Project Server, including topics such as:

  • What are the big differences between working with a Master stand-alone vs. on Project Server or Project Online (and we’ll just call it “Server” from now on)?
  • Why is it so important to optimize Subproject structure when migrating a Master to Server, including optimal use of Project-level Enterprise Custom Fields?
  • When should you open a Subproject from Server by itself and when should you open it within its Master?
  • What are successful collaboration strategies for working on Masters on Server, across both internal and external organization boundaries, either sharing one Server, or with each organization having its own Server?
  • When and how should you spin Masters off and on a Server?
  • How to leverage Client- and Server-side Business Intelligence to visualize Master Schedule hierarchies, cross-project dependencies, key milestones, and much more (including banishing “bar code Gantts”!)?
  • What Server SharePoint elements can you leverage with Masters, such as Deliverables to model giver/getter relationships between Subprojects?

Presenter Info: 

Dan Friedrich is President of MPUG Chicago, and CEO/CTO of Friedrich, Klatt and Associates, a Microsoft Gold Certified Partner on Data Analytics named Microsoft’s Global Partner of the Year in 2007 for Enterprise Project Management for an Earned Value Data Mart solution. His firm’s products include a Microsoft Project Server / Project Online Business Intelligence package that auto-adapts its business Cube to the customer’s deployment and comes with over 150 Dashboards, with optional modules for Trending, and Advanced Analytics and Compliance; and a Microsoft Project Pro add-in with a Swiss Army Knife of tools for managing Master Schedules. The firm’s clients include Fortune 500 firms with some of the largest Project Server implementations, NASA, the Department of Energy, international consulting firms, and many of the largest US defense and aerospace contractors. Working with these clients on some of the largest Master Schedules ever created has given him a front-row seat to the real-world challenges and best practices. Dan’s avocation is comedy sketch writing, directing, and performing, and he is a graduate of the Second City Conservatory and Improv Olympic. His latest shows are “If Anyone was Offended: Campaign 2016,” and “Martin Luther: He’s done an amazing job, and is being recognized more and more.”

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1 Comment
  1. Good presentation and interesting information; most useful to me in the latter half of the presentation when the real meat was delved into. Good presenter with strong knowledge base, excellent presentation skills, and easy to listen to and understand.


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