Project Management System resources Center

Module 7: PMS Experiences for Project Management

Emphasizing the application of a project management system (PMS), this portion of the PMS Resource Center (PMSRC) introduces PMS standards and template tools while providing opportunities for performing project management planning, scheduling, and monitoring functions by using project management software.

Learning Outcomes

  1. Establish PMS standards.
  2. Prepare a project plan using a PMS.
  3. Prepare a project schedule using a PMS.
  4. Assess Projects earned value using a PMS.

For Your Success & Readings

Let’s practice: this module will give you opportunities to consider project plans, project schedules, and PMS standards by examining case studies and hypothetical situations. There are many linked resources within this module to help you apply the theories to your own practice, and additional simulations that you can pursue if you desire.

1. Establish PMS Standards and Templates

The foundation of a successful project management system (PMS) is built of project management standards and templates developed to serve the project management environment. The PMBOK® Guide (PMI, 2017) described a standard as “a document established by an authority, custom, or a general consensus that provides a model, rules, guidelines, or characteristics for common and repeated use intended to achieve an optimum degree of conformity in practical application” (p.723). In this context, a standards of practice manual describes with sufficient specificity the methods, practices, or procedures to guide the conduct, performance, and conformance of work activities and outcomes within technical, engineering, construction, and other professional disciplines to accomplish desired predictable and repeatable results. 

For the professional practice of project management, the PMBOK® Guide (PMI, 2017) frames the foundation of the project management environments standards of practice for organizations of all sizes and industries through the global marketplace. A practical means of assisting in the adoption and uniform application of project management standards in support of the PMS is using function-based project management templates. The PMBOK® Guide (PMI, 2017) defines a template as “a partially complete document in a predefined format that provides a defined structure for collecting, organizing, and presenting information and data.” (p. 724).

The following resources, available from the Project Management Institute (PMI), include project management practice standards, practice guides, and templates.

Click each tab.

Other templates, tools, training aids, and resources are available from PMI’s resource center.

2. PMS Project Planning Experience

A nurses station in a hospital

Theory into Practice

The following project management planning experience is based on a real healthcare organization’s information technology (IT) project to upgrade an IT networks Intrusion Protection System (IPS). Follow the links to see the project charter for the project statement of work (SOW) and other pertinent information. Also included is a sample project work breakdown structure (WBS) that was produced for the project using Microsoft Project 2013.

After reviewing the documents above, how would you approach this project? Select a project management software application and produce a comparable WBS for this project.

3. PMS Project Scheduling Experience

The following project management scheduling experience is based on a real healthcare organization’s information technology (IT) project to upgrade an IT networks Intrusion Protection System (IPS). Using the project charter presented for the Project Planning experience, the selected project management software, and the WBS created in the Project Planning experience, produce a project schedule to complete that project in a similar timeframe using next Monday as a project start date.  Attached is a sample project schedule that was produced for the project using Microsoft Project 2013.

4. PMS Project Earned Value Analysis Experience

The following project management monitoring experience is based on a real healthcare organization’s information technology (IT) project to upgrade an IT networks Intrusion Protection System (IPS). Using the project charter presented for the Project Planning experience and the project schedule created in the Project Scheduling experience, update the project performance to reflect that the project is experiencing a two-week delay and a $950 cost overrun at mid-schedule. Using project management software, conduct an earned value analysis (EVA).

For another learning experience, the following project management tutorial explains how earned value management can be implemented using an example of a project management software application.

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Setting up a project to track earned value

Summary: This video describes what setups are necessary to perform earned value calculations in Microsoft Project and how this application performs the calculations.

Additionally, the following tutorial presents guidance related to using Microsoft Project® to assist with monitoring and controlling a project based on EVM principles. This tutorial includes setup considerations as a prerequisite for tracking earned value as well as capabilities to report a project’s earned value.

LinkedIn Learning logo

Using earned value

Summary: This tutorial video presents advanced Microsoft Project® feature to perform EVM for project monitoring and controlling.

5. PMS Project Simulation Learning Experiences


Instructional simulations allow an individual to participate in a virtual facsimile of a real scenario or situation to learn and develop skills as well as to demonstrate proficiency related to specific professional or vocational practices.  Project management simulations allow an individual to experience the role and responsibilities of a project manager via decision-making opportunities throughout various aspects of the project management life cycle.  Several project management simulation experiences are available in the market place for the profession of project management. Below is a sample only of project management simulations to learn more about and to demonstrate your project management competency. Again, these are only examples so that you might better understand simulations. These are not required of you for this course.

The Harvard Business Review offers Robert Austin’s (2013) Project Management Simulation: Scope, Resources, Schedule V2.  The primary objectives of this simulation are to execute a project plan successfully for the delivery of a competitive product on time and on budget.  The simulation participant is exposed to up to six realistic and challenging scenarios that project managers often face, especially when working in a highly competitive industry.

The Doublemasters logo

The DoubleMasters project management simulation allows students to apply theory to practice by running a project from beginning to end, all the while providing students with rich multimedia experiences to master theoretical concepts. Participants learn through experience by receiving feedback from the simulation guide or through the interaction of the simulation stakeholders based on the decisions made during the project. 

See more by clicking here.


Project Management Institute (PMI). (2017). A guide to the project management body of knowledge (PMBOK® Guide) (6th ed.). Newtown Square, PA: PMI Publications.