Claude for Project Management: Cowork, Excel & Reporting

This course contains the use of ai agents for everyone and artificial intelligence bootcamp.

Wellingtone's State of Project Management 2026 found that 72% of project professionals spend half a day or more every month just collating reports — and 44% are dissatisfied with their PMO's reporting anyway. Effort is clearly not the problem. This course attacks the actual problem: the facts are scattered across nine places, and you are the human integration layer between them.

In Section 4 you measure one real reporting cycle in four buckets: collecting, formatting, re-cutting and writing. Most people discover that writing — the part everyone pictures — is under a quarter of the time. The capstone measures against that baseline. No other course on this topic asks you to do this, and without it you can never show what you actually gained.

• Cowork — a scheduled Monday-morning run that pulls your tracker, compares against last week, drafts the weekly to your standard, and lists what it couldn't source. Queued, never sent.
• Claude for Excel — turn a 200-row tracker export into six honest RAG paragraphs with a source row on every claim.
• Claude for PowerPoint — the steering pack built in your template, decisions on page one.
• Claude for Outlook — inbox triage that surfaces buried vendor commitments the day they arrive, with drafts that wait for you to send.
• Connectors & MCP — reading Jira and Confluence safely, with the credential as the boundary and a human gate on every write.
• Agent Skills — your reporting standard packaged so a whole team runs it the same way.

Every technique here carries one rule: no claim ships without a source line. You'll watch ungrounded generation invent a go-live date live on screen, watch a beautifully-sourced report quote a superseded plan, and see what a verification failure cost Deloitte on a real government engagement. Then you'll build the habit that prevents all three.

We follow Project Northlight at Lumen Freight — a €26M warehouse-management-system replacement across nine depots in three countries, run by one project manager with no reporting analyst. Deliberately unglamorous, because it's the median project of the people taking this course. Every artefact you see is one you recognise.

A Project Context Pack, a written reporting standard with testable RAG rules, a grounded prompt library, a steerco one-pager skeleton, a RAID synthesis worksheet, a meeting-to-actions sheet, a weekly admin runbook, and a one-page project AI use policy — plus a measured before-and-after for one real project.

Independent and unofficial. Not endorsed by or affiliated with Anthropic. Product behaviour is taught as at recording; the course tells you which capabilities are paid-plan-only and which were still in beta.