Resource Management & Budgeting

Using Microsoft Project + PSI’s Advanced Tools

Course Overview:

The Resource Management and Budgeting course is designed for project professionals who need to improve how they plan, allocate, and manage resources using Microsoft Project. Blending the principles of the Project Success Method^® with advanced tooling, this course equips participants with practical strategies for aligning cost and staffing plans across complex project environments.

Attendees will work through a case-based scenario, using PSI’s proprietary software enhancements to simplify planning, identify imbalances, and communicate trade-offs more clearly. This course is ideal for those seeking a deeper level of precision and control in project budgeting—without sacrificing the simplicity and repeatability of the PSM methodology.

Note: This course is intended for those who have already completed:

The Project Success Method^®: A Proven Approach to Superior Project Performance
Project Success Toolkit Training with Microsoft Project

Who It’s For:

Professionals involved in resource planning and cost management across single or multiple projects, including:

Project Managers & Team Leads
PMO and Project Office Personnel
Scheduling Analysts
Project Support Resources
Professionals looking to enhance their use of Microsoft Project within the PSM methodology

What You’ll Learn

Participants will learn how to manage project resources and costs more effectively using Microsoft Project and PSI’s proprietary tools. This course is focused on turning strategy into structure – helping teams apply resource/cost management principles to real-world planning environments.

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Key Learning Outcomes:

Define goals for resource and cost planning
Build and analyze resource/cost coding structures
Adjust MS Project defaults and functionality to match your culture
Gather, manage, and resolve resource/cost conflicts
Plan across multiple project staffing scenarios
Communicate budgets and trade-offs clearly
Refresh PSM knowledge in a budgeting/resource context

Additional Course Info:

This course bridges the gap between theory and tools – helping project teams translate the principles of the Project Success Method^® into practical resource and budgeting strategies that hold up under real-world complexity.

Course Details

Duration: 1 Day
Cost: $895 per participant

Program Format

Instructor-led presentation and discussion
Hands-on use of Microsoft Project and PSI’s Advanced Utilities
Case-based exercises using a complex, realistic project scenario
Step-by-step instruction using a provided course notebook

Participants Receive:

Full training notebook with user instructions
PSI’s Advanced Tools for Microsoft Project.
*The software includes features not found in other commercially available products

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Ready to Advance Your Planning Precision?

Required: Completion of The Project Success Method^® Course and PSM Toolkit Course is needed to take the PSM Resource Management & Budgeting Course.

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