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EVMS and Project Management Training
Hands On MSP 16-Hour


  • Workshop overview and objectives
  • Discussion of Workshop Structure and Methodology

Schedule Development Process

  • The 9 Steps for Schedule Development
  • Source Material for Schedule Development

Part 1 – Hands-on Microsoft Project (MSP)

Workshop Files

  • Agenda and overview of MSP schedules used in Part 1

Laying the Groundwork

  • Definitions
  • MSP User Interface
  • MSP Navigation
  • Entering Project Properties
  • Setting MSP options


  • Overview – how calendars impact the schedule
  • Standard workweek
  • Building, modifying and assigning calendars in MSP

Network Fundamentals

  • Precedence Diagramming Method
  • Tasks & Milestones
  • Task Names, Task IDs and Task Unique IDs
  • Adding Tasks & Milestones in MSP
  • Task Durations in MSP

Functions and Features in MSP

  • Columns & Fields
  • Add/Delete
  • Undo/Redo
  • Copy/Paste
  • Add/Move/Delete
  • Organizer

Task Views and Settings in MSP

  • Modifying and saving Task Views
  • Displaying and Modifying Task Details
  • Customizing the Gantt chart


  • Overview
  • Building Code Lists in MSP
  • Assigning Codes in MSP
  • Filtering, Grouping, and Sorting in MSP

Summaries & Milestones

  • Summary Tasks
  • Outline Codes
  • Milestones

Using the Task Tab

  • Features of Task Tab
  • Fonts
  • Editing

Task Relationships

  • Relationship Types
  • Forward Pass Calculations
  • Backward Pass Calculations
  • Relationships in MSP

Critical Path Method

  • Definitions & Fundamentals
  • Total Float
  • Free Float
  • Calculating Total Float and Free Float in PDM
  • Critical Path in PDM
  • Critical Path methodology in MSP
  • Critical path analysis in MSP

Project Modeling Techniques

  • Lags, leads and constraints overview
  • Adding and modifying lags, leads and constraints in MSP
  • Templates


  • Definition and Discussion of Resources
  • Labor, Material, Subcontract, Other Direct
  • Resource Sheet in MSP
  • Resource Assignment in MSP
  • Resource Analysis in MSP

Baseline in the IMS

  • Definition of Baseline
  • Elements of Baseline in MSP
  • Display of Baseline in MSP
  • Snapping the Baseline in MSP

Additional Work with Views

  • Customizing Views
  • Split Views
  • Bar Styles
  • Layouts

Additional Filter/Group/Sort Work

  • Complex Filtering
  • Complex Sorting
  • Follow Along Demo

Formatting Tab

  • Use of the Format Tab

Statusing a project

  • Statusing overview: Completed, in-progress and future activities
  • Status Data in MSP
  • Step-by-step schedule update process in MSP
  • Mark on Track Function
  • Task Inspector
  • Critical path analysis

Task Information Screen

  • Locating and Using Task Information Screen

Additional Topics (provided to attendees in PDF, but only covered by instructor if time permits):


  • Import Process
  • Export Process

Reporting & Analysis

  • Charts
  • Diagrams
  • Reports

Part 2 – The Earned Value Environment (Integrated Master Schedule)

Earned Value Refresher

  • Planned Value
  • Earned Value
  • Actual Cost
  • The Place of the Schedule in a Complete Project Management System

The Example Project

  • Project Statement of Work
  • The WBS
  • The Transmission design Control Account
  • Control Account Work Authorization

IMS Requirements

  • DI-MGMT-81861 and DI-MGMT-81861B
  • Requirements for Structures
  • Requirements for the Integrated Master Plan (IMP) and Milestones
  • Requirements for Attributes
  • The Compliance Matrix

Critical Path Method in the EV Environment

  • Overview of methodology for finding the Critical Path and Driving Path
  • Locating and Coding two Critical Paths in the MSP Example Project
  • Negative Float

Schedule Traceability

  • Horizontal Traceability
  • Vertical Traceability
  • Hands-on analysis in the MSP example project

WBS/Milestones/EVM Structures

  • WBS
  • WBS Dictionary
  • Categories of Milestones
  • Elements of Cost
  • Statement of Work
  • Hands-on analysis in the MSP example project

Integrated Master Schedule (IMS) Data Fields

  • Requirements
  • Codes
  • Compliance Matrix
  • Data Dictionary
  • Custom Fields
  • Schedule Visibility Task (SVT)
  • Schedule Margin
  • Hands-on analysis in the MSP example project

Project Status

  • Hands-on Analysis of Initial Status in the MSP Example Project
  • Hands-on Analysis of Second Status in the MSP Example Project

Forecasting the Estimate-to-Complete (ETC) in the IMS

  • Best practice Forecasting
  • Remaining Duration and Remaining Work
  • Hands-on analysis in the MSP example project

Best Scheduling Practices & Schedule Health Analysis

  • PASEG GASP – Generally Accepted Scheduling Principals
  • DECM tests for Schedule Health – Relationships, Durations, Float and more

Additional Topics (provided to attendees in PDF, but not covered by the instructor):

  • DCMA 14-Point Schedule Health
  • CEI – Current Execution Index
  • Schedule Risk Assessment
  • IMS Review


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