Calendar of Events

PMI Technical Development Morning: Hands on with Project Professional and PowerBI: Seven Steps for Successful Scheduling and Reporting on Schedule Data with Microsoft tools WHO SHOULD ATTEND: Anyone who wants to get hands-on, practical experience with Project and PowerBI, a potent combination for schedulers, project managers, program managers and PMO leaders WHEN: Saturday, January 11, 2020 at 9AM to 12Noon (Come at 8AM for Breakfast, Networking and Prep) WHERE: Crazy Horse Restaurant, 1425 Munras, Monterey PREREQUISITES: Bring your laptop with Project Professional loaded (need it? Get it here) and PowerBI Desktop (need it? Get it here) Project is available as a free trial, and PowerBI Desktop is FREE! We won’t take time to download/install these in class, so please do it prior to attendance, or you can look over someone else’s shoulder. INSTRUCTOR: Mark Read, PMP, MCTS is Past President of the PMI - Monterey Bay Chapter and Principal Consultant at Sensei Project Solutions, a leading Microsoft Partner specializing in the Project and Portfolio Management space. COST: $30 LINK FOR TICKETS: https://www.eventbrite.com/e/pmi-monterey-bay-technical-development-morning-sat-nov-2nd-tickets-75604363687 PDUs: 3 (Technical) Breakfast will be provided Agenda TIME TOPIC 8:00AM – 9:00AM Gathering, Networking, Breakfast, Prep All 9:00AM – 10:15AM Project Professional: Seven Steps for Scheduling Success. Hands on exercises Mark Read 10:15AM-10:30AM Break: More food All 10:30AM-11:45AM PowerBI: Reporting on Schedule Data. Hands on exercises Mark Read 11:45AM-12Noon Wrap up, Surveys, Next Steps All Project Professional: Seven Steps for Scheduling TIME NUM TOPIC WHO 9:00AM – 9:10AM 1 Inserting Columns: Updating Views Hands on Exercise All 9:10AM – 9:20AM 2 Work Packages: Classic Project Structures Hands on Exercise All 9:20AM-9:30AM 3 Links: Understanding Critical Path Hands on Exercise All 9:30AM-9:40AM 4 Milestones: Identifying Key dates Hands on Exercise All 9:40AM-9:50AM 5 Resources and Work: Understanding Duration Work and Units Hands on Exercise All 9:50AM-10:00AM 6 Metadata: Inserting Phases Hands on Exercise All 10:00AM-10:10AM 7 Actuals: Status Updates Hands on Exercise All PowerBI: Seven Steps to Dashboards TIME NUM TOPIC WHO 10:30AM – 10:40AM 1 Navigation: Introduction Reports, Data, Models Hands on Exercise All 10:40AM – 10:50AM 2 Navigation: Introduction Filters, Visualizations and Fields Hands on Exercise All 10:50AM-11:00AM 3 Connecting to data: Sources and Authentication Hands on Exercise All 11:00AM-11:10AM 4 Entities: Resources, Tasks and Assignments Hands on Exercise All 11:10AM-11:20AM 5 Relationships: Connecting the data together Hands on Exercise All 11:20AM-11:30AM 6 Visualizations: Matrices Hands on Exercise All 11:30AM-11:40AM 7 Pages: Slicers and Filters Hands on Exercise All PMI-Monterey Bay Chapter VP Communications