• Home
    • Training and Coaching
          • Microsoft Project Training
          • Learn Microsoft Project for “The Guy” that wrote the books! Dale Howard has been a Microsoft MVP for 20 years in a row. Just like the 1000’s of students he’s taught, he’ll show you everything from scheduling to resource allocation, his comprehensive courses ensures you’re equipped to manage projects efficiently. [Learn More]

            • 69 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            • 10 Power-Packed Modules: Each designed to level up your Microsoft Project skills.
            • 15 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            • Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
          • Project Online TrainingNew
          • Project Online is a game changer for project and portfolio management. This course covers everything from project portfolio management to advanced analytics, ensuring you can leverage the platform to its fullest. [Learn Project Online]

            • ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            • 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Online.
            • 5 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            • Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
            • Certificate of Completion: Show off your project scheduling skills with a custom certificate of completion.

             

          • Project Server TrainingNew
          • Project Server has been the tried and true workhorse of project and portfolio management. Understand the power of enterprise project management with this Microsoft Project for Project Server course.  [Learn Project Server]

            • ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            • 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Server.
            • 5 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            • Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
            • Certificate of Completion: Show off your project scheduling skills with a custom certificate of completion.
    • Consulting
          • Tony Proctor The PMO Roadmap
          • Your Success Is Our Priority

            At The PMO Roadmap, we’re not just consultants; we’re your partners in success. Our commitment is to ensure that you harness the full potential of Project Online and Project Server, driving efficiency and success in your projects. [Contact Us]

          • Consulting

            The world of Project Online and Project Server is vast, and early decisions can have long-term implications. It’s easy to overlook nuances or underestimate challenges. Lean on The PMO Roadmap team to guide you, ensuring you make choices today that won’t become obstacles tomorrow. [Consulting Help]

            Why Choose Our Consulting Services?
               > Deep Expertise: With years of hands-on experience, our team possesses a deep understanding of both Project Online and Project Server. We’ve tackled a myriad of challenges and know the best practices inside out.
               > Tailored Solutions: We recognize that every organization is unique. Our approach is to understand your specific needs and tailor our services accordingly, ensuring you get the most out of your setup.
               > End-to-End Support: From initial setup and training to advanced customizations and troubleshooting, we offer a comprehensive range of services to ensure your platform runs seamlessly.
            Our Services
               > Training: Equip your team with the knowledge and skills they need. We offer training sessions tailored to your needs, ensuring your team can use Project Online and Project Server effectively.
               > Consulting: Whether you’re setting up for the first time or optimizing an existing setup, our consultants provide expert guidance to ensure your platform aligns with your business goals.

          • Customizations

            Did you have a bad experience with a vendor? Or just can’t figure out how to get Project Online or Project Server to do what you want? We’re here to help, from custom configurations, custom Power BI reports or even using Microsoft Teams to surface you schedules. Our consultants have years of experience customizing DoD, public and private environments. [Get Customization Help]

            Reach out to us and stop stressing about your PPM problems.

               > Custom Reports: Data-driven decision-making is crucial. Our team can craft custom reports, giving you the insights you need to drive your projects forward.
               > Troubleshooting: Encountered a hiccup? Don’t fret. Our experts are adept at diagnosing and resolving issues, ensuring your platform runs smoothly.

    • Project Online Support
          • Project Online – Project Server Support

            Steering Past Implementation: Ongoing Support & Success
            Implementing Project Online and Project Server is a significant milestone, but the journey doesn’t end there. Like any well-traveled road, occasional maintenance, updates, and guidance are essential to ensure a smooth ride.

             

          • Why Post-Implementation Support?

            > Continuous Evolution: The world of project management is dynamic. As best practices evolve and new challenges arise, your setup may need adjustments to stay optimal.
            > Maximizing ROI: You’ve invested time, effort, and resources into your implementation. Our support ensures you extract maximum value from that investment.
            > Avoiding Common Pitfalls: Even after a successful setup, unforeseen challenges can emerge. With our expertise, you can preemptively address these issues before they become roadblocks.

    • Compare the Roadmaps
          • Choose Your Path
            Embark on a transformative PMO journey, tailored to your unique needs. That’s why we’ve crafted three distinct roadmaps to guide you, each tailored to different needs, preferences and costs. Whether you’re a trailblazer, a self-starter, or someone who seeks a comprehensive guided experience, we have a roadmap for you. Check out the roadmaps below and choose your path.

            Compass Edition: Ideal for those who prefer to chart their own course, the Compass version provides a Roadmap, comprehensive solution criteria checklist for your RFP, recommendations for software/training/reports/deliverables, training syllabus as well as tips and tricks all to ensure you’re on the right path. Best For: Organizations that have a partner or prefer to navigate the PMO journey independently. Timeframes: Most companies take 1.5-4 years. Cost of Roadmap: It’s Free! [Learn More]

            Atlas Edition: The Ultimate PMO Roadmap Atlas Edition is everything in the Compass Edition except that you get OnDemand videos with structured guidance every step of the way, from PMO Leadership, Administrators, Project Managers, Program and Portfolio Managers, Resource Managers, Finance, HR and even the Team Members. Our OnDemand videos are step by step guides providing training at your own pace covering dynamic scheduling, risk management, and more. Best For: Organizations that want a comprehensive training resource to empower their teams across various roles in and around a PMO or EPMO. Timeframes: 6-18 months*. Cost of Roadmap: Starting at $1,399  [Learn More] 

            GPS Edition: If you want turn-by-turn guidance from the top consultants and Microsoft MVPs, this is your path. This edition includes all the benefits of the Atlas, plus personalized consulting, system configurations, and customized training. Best For: Organizations looking for a tailored solution with expert guidance every step of the way. Timeframes: 3-12 months*  [Learn More]

    • Compass Edition (Free )
          • The Ultimate PMO Roadmap - Compass Edition
          • Get Your PMO Roadmap

            Don’t leave your PMO or EPMO implementation to chance. With the Compass Edition of The Ultimate PMO Roadmap, you have a proven guide to ensure success. Whether you’re just starting out, guiding a partner, or refining an ongoing implementation, our roadmap offers the clarity and direction you need. [Compare the Roadmaps]

          • Why Choose The Compass Edition?

            • Clear Direction: Our roadmap provides a step-by-step guide, ensuring that you, and if involved, your partner, have a clear understanding of the journey ahead.
            • Objective Criteria: With our detailed criteria for each town, you can objectively assess progress, whether it’s your own or your partner’s, ensuring all necessary benchmarks are met.
            • Trailblazer Empowerment: With the Compass Edition, you’re not just following a path; you’re blazing the trail. Guide the implementation and ensure every step aligns with your vision.
            • Minimized Risks: By following our roadmap, anticipate potential challenges and address them proactively, ensuring a smoother implementation process.

            How It Works

            • Download the Overview: Begin by downloading the PDF version of the Compass Edition of the Ultimate PMO Roadmap. This provides a high-level view of the journey, the towns, and the milestones.
            • Dive Deeper Online: For detailed insights, criteria, and updates, visit our website. Here, you’ll find a comprehensive breakdown of each town, ensuring you always have the most current information at your fingertips.
            • Familiarize & Plan: Using both the PDF and our online resources, understand the roadmap’s intricacies. Plan your steps and set milestones, whether you’re navigating solo or guiding a partner.
            • Stay Updated: The world of PMO and EPMO is ever-evolving. By referring back to our website, you ensure you’re equipped with the latest insights, tips, and best practices.
            • Engage & Seek Guidance: While the Compass Edition empowers you to trailblaze, remember you’re not alone. Engage with our online community, ask questions, and if needed, reach out to our team for expert advice and clarity.

            [Click here] for your FREE Roadmap

    • Atlas Edition
          • Atlas Edition
          • Chart Your PMO Journey with Precision

            Dive into the Atlas Edition of The PMO Roadmap, where hands-on guidance meets comprehensive training. Building on the Compass Edition, the Atlas offers OnDemand videos for every role, from Project Managers to Team Members. Experience step-by-step training at your pace, mastering dynamic scheduling, risk management, and beyond. Chart your PMO journey with precision and expertise with the Atlas Edition. Best For: Organizations that want a comprehensive training resource to empower their teams across various roles in and around a PMO or EPMO [Learn More]

          • Why Choose the Atlas Edition?

            • Detailed Guidance: The Atlas Edition isn’t just a roadmap—it’s a treasure trove of insights, steps, and templates tailored for every aspect of PMO and EPMO implementation.
            • On-Demand Training: Dive deep into our extensive library of on-demand training courses. From mastering the enterprise capabilities of Microsoft Project Professional to harnessing the full potential of the O365 Suite, we ensure you’re equipped with the knowledge to navigate your PMO journey effectively. Learn at your own pace, on your own terms.
            • Guided Support (Add-On): While the Atlas Roadmap is designed for self-navigation, we understand that sometimes you might want a bit of expert direction. Opt for our Guided Support add-on, where our team of experts is available to provide insights, answer questions, and offer personalized guidance tailored to your unique journey. This ensures that even as you chart your own course, you have a seasoned navigator by your side when needed.
          • Embark with Assurance

            Choosing the Atlas Edition means you’re not just setting out on a journey, but you’re doing so with a meticulously detailed map. Every step you take, guided by The PMO Roadmap, ensures you’re on the right path towards PMO and EPMO mastery.

            Ready to Begin? Dive deep into our resources and contact us when you’re ready to download your free Atlas Roadmap. [Learn More].

    • GPS Edition
          • GPS Edition
          • GPS Edition: Your Guided PMO Expedition

            Navigating the intricacies of PMO and EPMO implementation can be a complex endeavor. With the GPS Edition of The Ultimate PMO Roadmap, you’re not just getting a map; you’re getting a co-pilot. We’ll be with you every step of the way, ensuring that your journey is smooth, efficient, and tailored to your organization’s unique needs. [Learn More]

          • Why Choose the GPS Edition?

            • Personalized Guidance: Our experts will work closely with you, offering tailored advice, insights, and strategies that align with your organization’s goals and challenges.
            • Hands-On Support: From initial setup to advanced configurations, we’ll be hands-on, ensuring that your PMO or EPMO implementation is seamless and effective.
            • Customized Training: Dive deep into the enterprise version of Microsoft Project and the O365 Suite with training sessions tailored to your team’s specific needs and skill levels.
            • Strategic Collaboration: We’ll collaborate with your team, stakeholders, and partners, ensuring alignment at every stage of the implementation.
            • Continuous Improvement: Our support doesn’t end once the implementation is complete. We’ll provide ongoing insights, reviews, and recommendations to ensure your PMO continues to evolve and deliver value.

            Role-Based Training, Coaching and Value:

            With the GPS Edition, our training isn’t just about tools and processes; it’s about people. We understand that a successful PMO or EPMO is built on the collective strengths of its team members. That’s why our training is tailored to the unique needs and challenges of each role:

            • Leadership: Equip your leadership team with strategic insights, best practices, and the skills to drive PMO or EPMO success. Our sessions focus on vision alignment, stakeholder management, and ensuring ROI.
            • PMO Leadership: Dive deep into the nuances of PMO and EPMO management. From roadmap execution to team coordination, we ensure your PMO leaders are ready to steer the ship effectively.
            • Project Managers: Enhance project delivery capabilities with our specialized training modules. We cover everything from risk management to stakeholder communication, ensuring your projects are always on track.
            • Resource Managers: Optimize resource allocation, understand demand forecasting, and ensure that the right resources are always in the right place at the right time.
            • Team Members: Empower your team members with the skills to collaborate effectively, understand their role in the bigger picture, and contribute positively to project outcomes.
            • Admins: Dive into the technical side of things. Our training ensures your admins are adept at system configurations, user management, and ensuring the smooth operation of your PMO tools.
            • Report Developers: Unlock the power of data. Our sessions cover everything from basic report generation to advanced analytics, ensuring your developers can provide actionable insights.
    • Project Training Options
          • Training Options

            Whether you’re an individual trying to improve your project management and scheduling skills or an organization needing to train your project managers, we’ve got you covered. We provide OnDemand, OnSite/OffSite and Virtual training for Microsoft Project Standard and Microsoft Project Professional for Project Online or Project Server.

    • Microsoft Project Desktop
          • Microsoft Project Desktop Training

            Unleash Your Project Management Potential—In Just ONE Week!

            Are you tired of wasting time on YouTube tutorials that leave you more confused than when you started? Why not learn from Microsoft Project MVP? Dale Howard has been teaching for 25 years and authored and coauthored over 20 books! You’re not learning from the guy that read the book, its THE GUY that wrote the book. Dale has designed this course to take you from zero to hero in Microsoft Project—in less than a week! Starting at $399 [Learn More]

            What’s Inside: More Than Just Videos
            > 69 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            > 10 Power-Packed Modules: Each designed to level up your Microsoft Project skills.
            > 15 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            > Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.

            Don’t just take my word for it. Enroll now and experience the breakthrough you’ve been waiting for! [Learn More]

    • Project Training (Project Online)
          • microsoft project online
          • Microsoft Project Professional for Project Online Training

            Unleash Your Project Management Potential—In Just ONE Week!
            Are you tired of wasting time on YouTube tutorials that leave you more confused than when you started? This course is customized for users of Microsoft Project Online that need to learn how to use Microsoft Project to build enterprise schedules. With 25 years of teaching experience and over 20 books under his belt, Dale Howard MVP has designed the ultimate Microsoft Project Training course that takes you from zero to hero in Microsoft Project for Project Online—in less than a week! Starting at $699 [Learn More]

            Why This Course is a Game-Changer
            After teaching Microsoft Project over 20 years to every skill level possible, Dale has meticulously tailored this course to scale and flex with your learning needs. Learn at your speed, rewind when you’re stuck, and accelerate when you’re on fire. This isn’t just a course; it’s a transformational journey.

            What’s Inside: More Than Just Videos
            > ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            > 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Online.
            > 5 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            > Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
            > Certificate of Completion: Show off your project scheduling skills with a custom certificate of completion.

            Enroll now and experience the breakthrough you’ve been waiting for! [Learn More]

    • Project Training (Project Server)
          • Microsoft Project Professional for Project Server Training

            Unleash Your Project Management Potential—In Just ONE Week!
            Are you tired of wasting time on YouTube tutorials that leave you more confused than when you started? This course is customized for users of Microsoft Project Server that need to learn how to use Microsoft Project to build enterprise schedules. With 25 years of teaching experience and over 20 books under my belt, Dale Howard has designed the ultimate Microsoft Project Training course that takes you from zero to hero in Microsoft Project for Project Server—in less than a week! [Learn More]

            Why This Course is a Game-Changer
            After teaching Microsoft Project over 20 years to every skill level possible, Dale has meticulously tailored this course to scale and flex with your learning needs. Learn at your speed, rewind when you’re stuck, and accelerate when you’re on fire. This isn’t just a course; it’s a transformational journey.

            What’s Inside: More Than Just Videos
            > ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            > 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Server.
            > 5 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            > Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
            > Certificate of Completion: Show off your project scheduling skills with a custom certificate of completion.

            Enroll now and experience the breakthrough you’ve been waiting for!  [Learn More]

  • About Us
  • Contact Us
  • Home
    • Training and Coaching
          • Microsoft Project Training
          • Learn Microsoft Project for “The Guy” that wrote the books! Dale Howard has been a Microsoft MVP for 20 years in a row. Just like the 1000’s of students he’s taught, he’ll show you everything from scheduling to resource allocation, his comprehensive courses ensures you’re equipped to manage projects efficiently. [Learn More]

            • 69 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            • 10 Power-Packed Modules: Each designed to level up your Microsoft Project skills.
            • 15 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            • Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
          • Project Online TrainingNew
          • Project Online is a game changer for project and portfolio management. This course covers everything from project portfolio management to advanced analytics, ensuring you can leverage the platform to its fullest. [Learn Project Online]

            • ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            • 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Online.
            • 5 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            • Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
            • Certificate of Completion: Show off your project scheduling skills with a custom certificate of completion.

             

          • Project Server TrainingNew
          • Project Server has been the tried and true workhorse of project and portfolio management. Understand the power of enterprise project management with this Microsoft Project for Project Server course.  [Learn Project Server]

            • ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            • 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Server.
            • 5 Real-World Project Files: Learn the features that matter, straight from a seasoned expert.
            • Custom Ribbons & Shortcuts: Get your hands on my personal toolkit to supercharge your project scheduling.
            • Certificate of Completion: Show off your project scheduling skills with a custom certificate of completion.
    • Consulting
          • Tony Proctor The PMO Roadmap
          • Your Success Is Our Priority

            At The PMO Roadmap, we’re not just consultants; we’re your partners in success. Our commitment is to ensure that you harness the full potential of Project Online and Project Server, driving efficiency and success in your projects. [Contact Us]

          • Consulting

            The world of Project Online and Project Server is vast, and early decisions can have long-term implications. It’s easy to overlook nuances or underestimate challenges. Lean on The PMO Roadmap team to guide you, ensuring you make choices today that won’t become obstacles tomorrow. [Consulting Help]

            Why Choose Our Consulting Services?
               > Deep Expertise: With years of hands-on experience, our team possesses a deep understanding of both Project Online and Project Server. We’ve tackled a myriad of challenges and know the best practices inside out.
               > Tailored Solutions: We recognize that every organization is unique. Our approach is to understand your specific needs and tailor our services accordingly, ensuring you get the most out of your setup.
               > End-to-End Support: From initial setup and training to advanced customizations and troubleshooting, we offer a comprehensive range of services to ensure your platform runs seamlessly.
            Our Services
               > Training: Equip your team with the knowledge and skills they need. We offer training sessions tailored to your needs, ensuring your team can use Project Online and Project Server effectively.
               > Consulting: Whether you’re setting up for the first time or optimizing an existing setup, our consultants provide expert guidance to ensure your platform aligns with your business goals.

          • Customizations

            Did you have a bad experience with a vendor? Or just can’t figure out how to get Project Online or Project Server to do what you want? We’re here to help, from custom configurations, custom Power BI reports or even using Microsoft Teams to surface you schedules. Our consultants have years of experience customizing DoD, public and private environments. [Get Customization Help]

            Reach out to us and stop stressing about your PPM problems.

               > Custom Reports: Data-driven decision-making is crucial. Our team can craft custom reports, giving you the insights you need to drive your projects forward.
               > Troubleshooting: Encountered a hiccup? Don’t fret. Our experts are adept at diagnosing and resolving issues, ensuring your platform runs smoothly.

    • Project Online Support
          • Project Online – Project Server Support

            Steering Past Implementation: Ongoing Support & Success
            Implementing Project Online and Project Server is a significant milestone, but the journey doesn’t end there. Like any well-traveled road, occasional maintenance, updates, and guidance are essential to ensure a smooth ride.

             

          • Why Post-Implementation Support?

            > Continuous Evolution: The world of project management is dynamic. As best practices evolve and new challenges arise, your setup may need adjustments to stay optimal.
            > Maximizing ROI: You’ve invested time, effort, and resources into your implementation. Our support ensures you extract maximum value from that investment.
            > Avoiding Common Pitfalls: Even after a successful setup, unforeseen challenges can emerge. With our expertise, you can preemptively address these issues before they become roadblocks.

    • Compare the Roadmaps
          • Choose Your Path
            Embark on a transformative PMO journey, tailored to your unique needs. That’s why we’ve crafted three distinct roadmaps to guide you, each tailored to different needs, preferences and costs. Whether you’re a trailblazer, a self-starter, or someone who seeks a comprehensive guided experience, we have a roadmap for you. Check out the roadmaps below and choose your path.

            Compass Edition: Ideal for those who prefer to chart their own course, the Compass version provides a Roadmap, comprehensive solution criteria checklist for your RFP, recommendations for software/training/reports/deliverables, training syllabus as well as tips and tricks all to ensure you’re on the right path. Best For: Organizations that have a partner or prefer to navigate the PMO journey independently. Timeframes: Most companies take 1.5-4 years. Cost of Roadmap: It’s Free! [Learn More]

            Atlas Edition: The Ultimate PMO Roadmap Atlas Edition is everything in the Compass Edition except that you get OnDemand videos with structured guidance every step of the way, from PMO Leadership, Administrators, Project Managers, Program and Portfolio Managers, Resource Managers, Finance, HR and even the Team Members. Our OnDemand videos are step by step guides providing training at your own pace covering dynamic scheduling, risk management, and more. Best For: Organizations that want a comprehensive training resource to empower their teams across various roles in and around a PMO or EPMO. Timeframes: 6-18 months*. Cost of Roadmap: Starting at $1,399  [Learn More] 

            GPS Edition: If you want turn-by-turn guidance from the top consultants and Microsoft MVPs, this is your path. This edition includes all the benefits of the Atlas, plus personalized consulting, system configurations, and customized training. Best For: Organizations looking for a tailored solution with expert guidance every step of the way. Timeframes: 3-12 months*  [Learn More]

    • Compass Edition (Free )
          • The Ultimate PMO Roadmap - Compass Edition
          • Get Your PMO Roadmap

            Don’t leave your PMO or EPMO implementation to chance. With the Compass Edition of The Ultimate PMO Roadmap, you have a proven guide to ensure success. Whether you’re just starting out, guiding a partner, or refining an ongoing implementation, our roadmap offers the clarity and direction you need. [Compare the Roadmaps]

          • Why Choose The Compass Edition?

            • Clear Direction: Our roadmap provides a step-by-step guide, ensuring that you, and if involved, your partner, have a clear understanding of the journey ahead.
            • Objective Criteria: With our detailed criteria for each town, you can objectively assess progress, whether it’s your own or your partner’s, ensuring all necessary benchmarks are met.
            • Trailblazer Empowerment: With the Compass Edition, you’re not just following a path; you’re blazing the trail. Guide the implementation and ensure every step aligns with your vision.
            • Minimized Risks: By following our roadmap, anticipate potential challenges and address them proactively, ensuring a smoother implementation process.

            How It Works

            • Download the Overview: Begin by downloading the PDF version of the Compass Edition of the Ultimate PMO Roadmap. This provides a high-level view of the journey, the towns, and the milestones.
            • Dive Deeper Online: For detailed insights, criteria, and updates, visit our website. Here, you’ll find a comprehensive breakdown of each town, ensuring you always have the most current information at your fingertips.
            • Familiarize & Plan: Using both the PDF and our online resources, understand the roadmap’s intricacies. Plan your steps and set milestones, whether you’re navigating solo or guiding a partner.
            • Stay Updated: The world of PMO and EPMO is ever-evolving. By referring back to our website, you ensure you’re equipped with the latest insights, tips, and best practices.
            • Engage & Seek Guidance: While the Compass Edition empowers you to trailblaze, remember you’re not alone. Engage with our online community, ask questions, and if needed, reach out to our team for expert advice and clarity.

            [Click here] for your FREE Roadmap

    • Atlas Edition
          • Atlas Edition
          • Chart Your PMO Journey with Precision

            Dive into the Atlas Edition of The PMO Roadmap, where hands-on guidance meets comprehensive training. Building on the Compass Edition, the Atlas offers OnDemand videos for every role, from Project Managers to Team Members. Experience step-by-step training at your pace, mastering dynamic scheduling, risk management, and beyond. Chart your PMO journey with precision and expertise with the Atlas Edition. Best For: Organizations that want a comprehensive training resource to empower their teams across various roles in and around a PMO or EPMO [Learn More]

          • Why Choose the Atlas Edition?

            • Detailed Guidance: The Atlas Edition isn’t just a roadmap—it’s a treasure trove of insights, steps, and templates tailored for every aspect of PMO and EPMO implementation.
            • On-Demand Training: Dive deep into our extensive library of on-demand training courses. From mastering the enterprise capabilities of Microsoft Project Professional to harnessing the full potential of the O365 Suite, we ensure you’re equipped with the knowledge to navigate your PMO journey effectively. Learn at your own pace, on your own terms.
            • Guided Support (Add-On): While the Atlas Roadmap is designed for self-navigation, we understand that sometimes you might want a bit of expert direction. Opt for our Guided Support add-on, where our team of experts is available to provide insights, answer questions, and offer personalized guidance tailored to your unique journey. This ensures that even as you chart your own course, you have a seasoned navigator by your side when needed.
          • Embark with Assurance

            Choosing the Atlas Edition means you’re not just setting out on a journey, but you’re doing so with a meticulously detailed map. Every step you take, guided by The PMO Roadmap, ensures you’re on the right path towards PMO and EPMO mastery.

            Ready to Begin? Dive deep into our resources and contact us when you’re ready to download your free Atlas Roadmap. [Learn More].

    • GPS Edition
          • GPS Edition
          • GPS Edition: Your Guided PMO Expedition

            Navigating the intricacies of PMO and EPMO implementation can be a complex endeavor. With the GPS Edition of The Ultimate PMO Roadmap, you’re not just getting a map; you’re getting a co-pilot. We’ll be with you every step of the way, ensuring that your journey is smooth, efficient, and tailored to your organization’s unique needs. [Learn More]

          • Why Choose the GPS Edition?

            • Personalized Guidance: Our experts will work closely with you, offering tailored advice, insights, and strategies that align with your organization’s goals and challenges.
            • Hands-On Support: From initial setup to advanced configurations, we’ll be hands-on, ensuring that your PMO or EPMO implementation is seamless and effective.
            • Customized Training: Dive deep into the enterprise version of Microsoft Project and the O365 Suite with training sessions tailored to your team’s specific needs and skill levels.
            • Strategic Collaboration: We’ll collaborate with your team, stakeholders, and partners, ensuring alignment at every stage of the implementation.
            • Continuous Improvement: Our support doesn’t end once the implementation is complete. We’ll provide ongoing insights, reviews, and recommendations to ensure your PMO continues to evolve and deliver value.

            Role-Based Training, Coaching and Value:

            With the GPS Edition, our training isn’t just about tools and processes; it’s about people. We understand that a successful PMO or EPMO is built on the collective strengths of its team members. That’s why our training is tailored to the unique needs and challenges of each role:

            • Leadership: Equip your leadership team with strategic insights, best practices, and the skills to drive PMO or EPMO success. Our sessions focus on vision alignment, stakeholder management, and ensuring ROI.
            • PMO Leadership: Dive deep into the nuances of PMO and EPMO management. From roadmap execution to team coordination, we ensure your PMO leaders are ready to steer the ship effectively.
            • Project Managers: Enhance project delivery capabilities with our specialized training modules. We cover everything from risk management to stakeholder communication, ensuring your projects are always on track.
            • Resource Managers: Optimize resource allocation, understand demand forecasting, and ensure that the right resources are always in the right place at the right time.
            • Team Members: Empower your team members with the skills to collaborate effectively, understand their role in the bigger picture, and contribute positively to project outcomes.
            • Admins: Dive into the technical side of things. Our training ensures your admins are adept at system configurations, user management, and ensuring the smooth operation of your PMO tools.
            • Report Developers: Unlock the power of data. Our sessions cover everything from basic report generation to advanced analytics, ensuring your developers can provide actionable insights.
    • Project Training Options
          • Training Options

            Whether you’re an individual trying to improve your project management and scheduling skills or an organization needing to train your project managers, we’ve got you covered. We provide OnDemand, OnSite/OffSite and Virtual training for Microsoft Project Standard and Microsoft Project Professional for Project Online or Project Server.

    • Microsoft Project Desktop
          • Microsoft Project Desktop Training

            Unleash Your Project Management Potential—In Just ONE Week!

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            > 69 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
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            After teaching Microsoft Project over 20 years to every skill level possible, Dale has meticulously tailored this course to scale and flex with your learning needs. Learn at your speed, rewind when you’re stuck, and accelerate when you’re on fire. This isn’t just a course; it’s a transformational journey.

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            Why This Course is a Game-Changer
            After teaching Microsoft Project over 20 years to every skill level possible, Dale has meticulously tailored this course to scale and flex with your learning needs. Learn at your speed, rewind when you’re stuck, and accelerate when you’re on fire. This isn’t just a course; it’s a transformational journey.

            What’s Inside: More Than Just Videos
            > ~70 Bite-Sized Videos: No fluff, just actionable lessons ranging from 3-7 minutes.
            > 12 Power-Packed Modules: Each designed to level up your Microsoft Project skills in Project Server.
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Tutorial: Adding Team Members and Resources

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This may seem basic to some admins but I wanted to also add in some tips for adding Team Members and Generic Resources to Microsoft Project Server 2013 or 2016 or Project Online. There are other scenarios and situations for how to create them, but this will focus on

1. Giving people login access to PWA

2. Creating generic resources to have them available to add to schedules.

We’ll cover, costs, budgets, teams and materials later.

This is a prerequisite before the Project Managers and Schedulers can add them to their schedule. This allows people to log into PWA and be assigned to tasks in your project schedules.

  1. Click Settings > PWA Settings.
  2. Under Enterprise Data, click Resource Center.
  3. Click Resources > New.

  4. In the Type section, complete the following:
  • Type Choose Work resource.
  • Budget – Save this for another day
  • Generic If the resource is generic, meaning that you will use it for planning purposes and replace it with a named resource later in the planning process, select the Generic check box.

  1. In the Identification Information section, complete the following:
  • Associate resource with a user account Select this check to be a Project Web App user.
  • Display Name Type the resource’s name in this box. This field is required. (The best practice is to be Last Name then first name. No characters just spaces)
  • Email address If they don’t need to get reminders, alerts or anything from PWA or the Project Sites, leave this blank.
  • RBS This is the resource breakdown structure (RBS), very similar to the Org Chart. We use this for reporting and security to provide visibility for Resource managers and Direct reports. Click the button next to this field and choose the appropriate RBS code for this resource from the list.
  • Initials This field is automatically populated with the resource’s initials, based on the name typed in the Display Name box. If you want to use different initials to refer to this resource, type them in the Initials box.
  • Hyperlink Name Leave it blank
  • Account Status Set to Active. You can change this to Inactive if they no longer part of PWA projects or PWA.

  1. In the Assignment Attributes section, complete the following:
  • Resource can be leveled If you want to enable project managers to balance this resource’s workload based on his or her availability and assignments (leveling), select this check box.
  • Base Calendar Leave it at Standard.

    This is the default calendar that we modify with all the company holidays. Unless you must, do NOT create a separate calendar if you can just start with the standard. It’s more work for the PMs, Schedulers and you as the admins if you must select the calendar for every resource and schedule. People forget and then the dates are wrong. If we have special resources in different countries we can create a calendar for them and select that calendar.

  • Default Booking Type Leave it at Committed
  • Timesheet manager Type the name of the person who approves or rejects this resource’s timesheets, or click Browse to choose the timesheet manager from a list.
  • Default Assignment Owner Type the name of the person who approves or rejects this resource’s task progress, or click Browse to choose the assignment owner from a list. Resources may not have separate assignment owners. For example, if the resource is a conference room, and the project manager tracks the amount of time that the conference room is used, the assignment owner may be the project manager.

    Tip You can set the assignment owner within the project on an assignment-by-assignment basis.

  • Earliest Available Choose the date when the resource becomes available to assign to tasks, if appropriate. If the resource does not have a set period of availability (that is, if he or she is always available), leave this blank.

    Note The earliest and latest available dates correspond to the resource availability dates for a resource, as seen in Project Professional.

  • Latest Available Choose the last date that the resource is available to work on tasks, if appropriate. If the resource does not have a set period of availability (that is, if he or she is always available), leave this blank.
  • Standard Rate Type the resource’s standard pay rate in this box. We can also use a blended rate.
  • Overtime Rate Type the resource’s overtime pay rate in this box.
  • Current Max. Units (%) Specify the maximum amount of time that a resource is available for work, as a percentage. For example, if the resource is available full-time, type 100%. If the resource is available half-time, type 50%.
  • Cost/Use Not used for standard Team Members

  1. In the Departments section, click the button next to the Resource Departments box, and choose which department(s) the resource is associated with. If the resource is not associated with a department, leave this blank.

    Tip Associating a resource with a department narrows down what the resource sees when using Project Web App. It can help the resource find what he or she is looking for more quickly, by removing things from other departments that do not apply to his or her work.

  2. Do NOT USE YET – We can use these for grouping and costing purposes, in the Group Fields section, complete the following: (We’ll add these later…do NOT use these yet)
  • Group Type the name of the group in this box.
  • Code Type the code for the group in this box.
  • Cost Center Type the cost center code for the group in this box.
  • Cost Type Click the button next to the Cost Type field, and then choose the type of cost associated with this group.

  1. Do NOT USE YET – In the Team Details section, click the button next to the Team Name box, and choose which team the resource belongs to, if appropriate. If the resource will be managing and delegating tasks that are assigned to the team, select the Team Assignment Pool check box. (We won’t use this yet)

    Tip You can create a generic resource for each team, so that tasks assigned to the team first go to the generic resource. This way, no single resource takes on the task assignment before it is appropriately delegated. If you choose to use a generic resource in this way, set the assignment owner for the resource as the team’s Resource Manager, select the Team Assignment Pool check box, and choose the team from the Team Name list.

  2. Do NOT USE without full understanding – In the System Identification Data section, type additional identifying information for the user in the External ID box, if appropriate.

    For example, your organization’s HR department may use employee ID numbers to track data in their HR systems. By providing that ID number in the External ID box, you identify an association between the resource that you are creating and the HR department’s employee data. The External ID box can also be used to facilitate the consolidation of reporting of resource use beyond what Project Server provides. Tip If you are not sure whether you should be capturing any data in the External ID box, check with other departments in your organization to find out if it would be useful to connect resource data with other systems, or simply leave this box blank.

  3. Click Save to create the new resource.

Once the resources have been created, the schedulers or project managers can add those resources to their project schedules.

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Tony Proctor
Tony Proctor
I work hard, play hard and be nice to everyone I meet. It’s the Navy way!