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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


  • Task Names, IDs & Unique IDs
  • Task Durations
  • Auto Scheduled and Manually Scheduled Tasks
  • Adding Tasks 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

Milestones, Summaries & Hierarchical Structures in MSP

  • Milestones
  • Summary Tasks
  • Work Breakdown Structure Examples
  • Outline Codes and Hierarchical Structures in MSP

Using the Task Tab

  • Features of Task Tab
  • Fonts
  • Editing

Network Fundamentals

  • Precedence Diagramming Method (PDM)
  • Relationship Types
  • Forward Pass Calculations – Early Dates
  • Backward Pass Calculations – Late Dates
  • Relationships in MSP

Critical Path Method

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

Project Modeling Techniques

  • Lags, leads, constraints, and deadlines
  • Using modeling techniques in MSP
  • Templates


  • Definition and Discussion of Resources
  • Labor, Material, Subcontract, Other Direct
  • Adding Resources to MSP
  • Assigning Resources to tasks 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
  • Physical % Complete vs. Duration % Complete
  • Task Types
  • 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)


  • Budgets (BCWS)
  • Earned Value (BCWP)
  • ETC and EAC
  • The Place of the Schedule in a Complete Project Management System

IMS Requirements for EVMS  

  • 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

The Example Project

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

Critical Path Method in the EV Environment

  • Overview of constraint methodology for finding Critical Path & Driving Path
  • Identifying and coding the Critical and Driving Paths in the MSP Example Project
  • Negative Slack

Schedule Traceability

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

WBS/Milestones/EVM Structures

  • WBS
  • WBS Dictionary
  • Milestone Categories
  • 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

Best Scheduling Practices & Schedule Health Analysis

  • PASEG GASP – Generally Accepted Scheduling Principals
  • DECM tests for Schedule Health – Relationships, Durations, Slack and more
  • DCMA 14-Point Schedule Health
  • CEI – Current Execution Index

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

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

Critical Path Characteristics – Fact or Fiction?

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

Schedule Risk Assessment (SRA) Overview

Reporting & Analysis

IMS Review


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