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Advanced Project Schedule Management

Learn the intricacies of resource loading and leveling, and schedule risk management. This course is for project managers, planners, schedulers or project controls staff who want to advance their skills to turn their schedules into powerful tools for assessing project performance and driving continuous improvement. This 12-hour online course with a live instructor is Part 3 of our 5-day program on Project Scheduling and Controls. It prepares participants to create fully resource-loaded schedules, build schedules considering unexpected risks and identify the full impact of changes on their project schedules.

The instructor is a seasoned project scheduling professional, who has experience in a wide variety of industries and with a number of scheduling software packages (including Microsoft Project and Primavera). Examples used in the course will include construction, IT and telecommunications. In addition to scheduling theory, practitioners’ tips and tricks will be demonstrated.

We continue our tradition of experiential learning, with hands-on exercises, in which participants will use a “live” project to resource load a schedule, consider changes and risks and take corrective action. Participants will work with a real project schedule, which is best achieved using software; therefore, it is advisable that participants have laptops loaded with scheduling software. Although scheduling software will be discussed and used, we do not teach to any specific scheduling software package. The exercises can be completed on paper if scheduling software is not available, although that typically requires more effort.

This unique professional level course is aligned with the professional credentials in planning and scheduling: PMI-SP® (Project Management Institute Scheduling Professional) and AACE PSP® (AACE International’s Planning & Scheduling Professional) and will help prepare you for those exams.

Learning Objectives

Participants will gain practical skills to:

  • Identify types of resources in projects and assignment considerations
  • Interpret resource loading
  • Analyze effect of resource availability on the schedule
  • Apply leveling delay
  • Evaluate a crashing solution
  • Use recognized techniques for assigning schedule risks
  • Establish scheduling policies and standards for their project environment
  • Continue their preparation for the scheduling examination from PMI or AACE.

Who Should Attend

The Advanced Project Schedule Management course is appropriate for individuals who:

  • Want to improve their schedule management
  • Want to pursue a career in project planning and project controls
  • Want to enhance their resume and marketability
  • Work in a project management environment, in any industry or discipline, and want to increase their scheduling knowledge
  • Want to prepare for the PMI-Scheduling Professional, or the AACE Planning & Scheduling Professional credentials

Prerequisites

  • Project Scheduling Essentials or Project Schedule Control or:
    • University degree or a technology or business diploma. Two years’ experience in a project environment is helpful.
    • An introductory course in project management such as Project Management Essentials.
    • It is a benefit if you have taken an introductory course in scheduling software, such as Microsoft Project Essentials, or have hands-on experience with Microsoft Project or Primavera, or another similar scheduling software tool.

Materials

You will receive a link to a course binder containing a copy of the presentation slides as well as course files in Microsoft Project and Primavera.

What You Will Learn

Assigning Resources
Introductions
Course logistics
Key resource management questions
Simple logic considering resource assignments
Duration- vs. effort-driven scheduling
Resources used in projects
Assignment: Assigning resources

Resource Loading
Assignment discussion
Developing standard practices
Resource loading
Calendars
Assignment: A resource-limited schedule

Resource Levelling
Assignment discussion
Options for resource levelling
Introducing levelling delay
Resource usage baseline
Resource smoothing
Assignment: Resource smoothing

Crashing and Risk Management
Assignment discussion
Crashing
Case study crashing
Estimating schedule risk
Assumption analysis
Schedule risk analysis techniques
Assignment: Case study Monte Carlo

Responding to Schedule Risk
Assignment discussion
Quantifying uncertainty
Transferring risk
Schedule contingency
Assignment: Identifying risk responses

Summary and Next Steps
Assignment discussion
Mitigating contract risk
Responding to opportunities
Monitoring & controlling risks
The short-tem lookahead schedule
Workshop: Establishing schedule policies
Workshop: Lessons learned