Overview
Discover how Microsoft Copilot supercharges project management with Microsoft Project. In this 60-minute session, you’ll learn practical ways to leverage Copilot to streamline task planning, risk management, status reporting, and more-all within the familiar Microsoft Project interface.
We’ll cover key features such as:
- AI-powered task plan generation: Create intelligent task breakdowns with suggested durations and effort based on project name and description. Microsoft Learn
- Risk assessment and mitigation: Automatically identify potential project risks and get tailored suggestions for mitigation plans. Microsoft Learn
- Project status reports at your fingertips: Generate data-driven summaries and reports using current KPIs, financials, and schedule data. Microsoft Learn
Join us and walk away with step-by-step insights on how to harness Copilot’s AI capabilities within MS Project to work smarter, not harder.
Areas Covered in the Session
- Introduction to Copilot in MS Project
- Where it lives and how it integrates
- Quick overview of AI-powered features
- Task Planning & Scheduling
- Generate task breakdowns from a project name/description
- Auto-suggest durations, dependencies, and resource allocations
- Risk Assessment & Mitigation
- Identify risks automatically within your project plan
- Generate mitigation strategies and assign responsibilities
- Status Reporting & Dashboards
- Use Copilot to create clear, data-driven status reports
- Summarize KPIs, costs, and timelines for stakeholders
- Practical Demo: End-to-End Workflow
- From project kickoff to reporting with Copilot in MS Project
- Best Practices & Limitations
- How to prompt effectively
- Where human judgment is still critical
- Security and compliance considerations
Who Will Benefit
- Business Owners
- CEO's / CFO's / CTO's
- Managers of all Levels
- Anybody who uses Excel on a regular basis, and want to be more Efficient and Productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Office Workers
Speaker Profile
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training.
His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects.
His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
Instructor
Tom Fragale
