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AI-Powered Project Scheduling with Claude

Important note: This training may demonstrate AI tools that are not approved for use with Stanford data. Inclusion in this session does not imply institutional approval. Participants should refrain from entering Stanford data into unapproved tools. An up-to-date list of approved and reviewed tools is available on the GenAI Evaluation Matrix page.

Code Date Delivery Cost
ITS-2026
  • Tue Jul 7, 10:00 am to 11:30 am
  • Wed Jul 8, 10:00 am to 11:30 am
Live Online : 2 sessions $325

Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

Explore how to build a Project Claude for project scheduling, analyze .xer schedule files, identify critical paths and delays, and create executive presentations and portfolio dashboards from your schedule data.
 

Program Description

In this workshop, you will explore how Project Claude works and how a well-crafted system prompt can turn Claude into a domain specialist tailored to scheduling and planning work. You will explore how to upload and analyze a project schedule file using Claude, and then work with AI tools to explore the critical path, examine schedule slippage, and investigate the activities driving delay. 

You will analyze schedule updates against a baseline to surface recovery and acceleration options, evaluate project progress and experiment with generating audience-specific executive presentations directly from your schedule data, and finish by experimenting with building an interactive portfolio dashboard as a Claude artifact.
 

Learning Objectives

Learners will have the opportunity to:

  1. Build a Project Claude tailored to project scheduling using a system prompt
  2. Upload and analyze baseline and updated .xer schedule files
  3. Explore the critical path and quantify schedule slippage with AI assistance
  4. Compare schedule updates against a baseline to surface recovery and acceleration options
  5. Generate audience-specific executive presentations from schedule data
  6. Experiment with building an interactive portfolio dashboard as a Claude artifact
     
Topic Outline

Module 1 — Introduction to Project Claude: What It Is and How to Build One

  • The concept of Project Claude and how it differs from a standard Claude conversation
  • The role of the system prompt in shaping a domain-specialized Claude
  • Setting up a Project Claude for scheduling work within Claude Projects
  • Terminology and conventions used throughout the workshop, including the "Scheduler Agent"

Module 2 — Reading the Baseline .xer File and the Updated Schedule

  • Loading and analyzing baseline .xer schedule files with the Scheduler Agent
  • Visualizing critical path and float activities through AI-generated bar charts
  • Comparing updated schedules against a baseline to surface slippage and its drivers
  • The principle of capturing repeatable analytical methods within a Project Claude
  • Adding logic ties, working-day durations, and float as layers on the baseline bar chart
  • Overlaying the baseline and the updated schedule on a single Gantt with slipped activities

Module 3 — Hands-On Practice: Four Monthly Schedule Updates

  • Self-directed analysis of four monthly schedule updates using a sample dataset
  • Comparing your own analysis against AI-assisted analysis from the Scheduler Agent
  • Self-assessment using a built-in answer key

Module 4 — Building an Executive Presentation for the Operations Program Manager

  • Generating audience-specific executive presentations from schedule data
  • Crafting prompts that communicate delay drivers and schedule slippage to leadership
  • Applying Stanford brand colors and visual standards within AI-generated presentations

Module 5 — Demonstration: Building a Portfolio Dashboard as a Claude Artifact

  • Portfolio-level dashboards as Claude artifacts for global construction programs
  • Key metrics for data center portfolios: active projects, on-schedule status, and delays
  • Project-level data points commonly tracked in a portfolio dashboard
  • Prompting strategies for generating interactive dashboards from sample data
     
Credits
  • 3 Professional Development Units (PDU)
  • 0.3 Continuing Education Units (CEU
  • 3 Professional Development Hours (PDH)
  • Stanford Technology Training Program Certificate of Completion Awarded
     

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training

Special Group Rates

For groups of 5 or more within the same team or department, special rates are available. Please contact techtraining@stanford.edu for more details.


University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.