• Johnson & Johnson
    EPM Solutions has been very skillful and helpful in enabling us to train on, demonstrate, and pilot Microsoft Project Server and SharePoint.
    Johnson & Johnson
  • National Guard
    I enjoyed the class and know now that I will be able to implement Project Server without any problems. Or very few problems. Thanks again.
    National Guard
  • Intel
    The training and the instructor are the very best, kept my interest!!! Lots of real life examples.
    Intel
  • Us Army
    The training EPM Solutions gave here was excellent. We were extremely happy with your trainer. His expertise was really appreciated and respected and we would not hesitate to contact you again for future EPM services.
    Us Army
  • Yahoo
    I learned a lot I could use to make our implementation more effective right away. We’ve already implemented many of the things I learned just last week.
    Yahoo
  • Charles Schwab
    I received excellent onsite training from EPM Solutions. They covered all of the material I needed to learn to enable me to successfully implement Project Server in my environment.
    Charles Schwab
  • Us Army
    We were extremely happy with your trainer for your Project Server Boot Camp. Others would absolutely benefit
    Us Army
  • U.S. Air Force
    We appreciate everything that you have done in preparing us for our Microsoft Project Server rollout. The training was an overall success, and working with you and Oliver was our pleasure as well
    U.S. Air Force
  • Nuance
    The classes we had last week were very effective. Your trainer was well organized, confident, and helpful. His command of the technology is very good
    Nuance
  • ITT Corporation
    I really appreciated your trainer’s demeanor, poise, and knowledge of the subject matter – truly an expert
    ITT Corporation
  • Providence Health & Services
    I recommended EPM Solutions because I really enjoyed the training and came back hitting the ground running
    Providence Health & Services
  • Intel
    The training & the instructor are the very best, kept my interest!!! Lots of real life examples
    Intel
  • Department of Homeland Security
    Instructor is very knowledgeable with lots of real world experience
    Department of Homeland Security
  • National Guard
    I enjoyed the class and know now that I will be able to implement Project Server without any problems. Or very few problems. Thanks again
    National Guard
  • Herbal Life
    The trainer is very knowledgeable; he was very well prepared and organized. The pace of the training was just right
    Herbal Life
  • Missile Defense Agency
    Great instructor, would take another class if given the opportunity
    Missile Defense Agency
  • Infinium Financial Services
    I am very happy with the class; it was customized and provided everything we needed
    Infinium Financial Services
  • Marvell Semiconductors
    Thanks a lot for the training class last week. It was very helpful
    Marvell Semiconductors

Length: 1 day
Delivery Options: Private onsite (ILC); e-Learning

Course Overview
The goal of this one-day, instructor-led course is to prepare executives to effectively review and manage mission-critical projects using Project Server 2013. After completing this course, executives will be proficient in navigating executive-level status reports and documents.

Prerequisites
Before attending this course, participants must have:

  • A working knowledge of managing resources

Audience
Candidates for this course are executives.

Course Outline

Module 01: Getting Acquainted with Project Server

  • What Is Microsoft Office Project Server?
  • Understand Project Server Terminology
  • Using Enterprise Resource Management Tools
  • Understanding Windows SharePoint Services
  • Understanding Project Server Data Analysis
  • Understanding Custom Fields
  • Understanding Tracking Methods

Module 02: Introducing the Project Server Interface

  • Using the Project Web Access User Interface

Module 03: Monitoring Time and Tasks

  • Tracking Time in Project Web Access
  • Tracking Task Progress in Project Web Access

Module 04: Approving Time and Task Updates

  • Viewing Unsubmitted Timesheets
  • Viewing the Adjusting Submitted timesheets
  • Approving Timesheets
  • Approving Administrative Time Requests
  • Viewing Task Updates
  • Approving Task updates
  • Viewing the Task Updates History
  • Creating Rules for Accepting Task Updates
  • Closing Tasks to Update

Module 05: Customized Personal Settings

  • Personal Settings Overview
  • Managing Alerts and reminders for yourself
  • Managing Alerts and Reminders for your resources
  • Managing My Queued Jobs
  • Managing Delegates

Module 06: Working with Project Sites

  • Understanding the Project Workspace
  • Managing Risks
  • Managing Issues
  • Viewing Your Assigned Issues and Risks
  • Managing Project Documents
  • Working with Existing Documents in a Documents Library
  • Accessing the Public Documents Library
  • Managing Tasks
  • Using Calendars *
  • Using Team Discussions *

Module 07: Working with Status Reports

  • Requesting a Status Report
  • Responding to a Status Report Request
  • Viewing Status Report Response

Module 08: Using the Project Center and Project Views

  • Using the Project Center
  • Edit a Project in Project Web App

Module 09: Understanding Project Server Business Intelligence

  • Understanding Business Intelligence
  • Using Business Intelligence Tools
  • Viewing Reports
  • Creating Reports
  • Understanding Dashboards
  • Creating a Dashboard

Module 10: Using FasTrack Reports

  • FasTrack Reports

Ondemand e-Learning is available for this course. Buy Now.

For more information, to register a course, or get a custom quote, please contact EPM Solutions at (888) 822-8246 or email us at training@epmsolutions.com.

Length: 3 days (self-directed lab time included)

Delivery Options: Live Instructor-Led Online Training or Private Onsite

Course Overview

The goal of this course is to provide program managers, project managers, project planners with the knowledge and skills necessary to effectively to create, update & maintain projects with Project Professional and Project Server 2013.

Project Server 2013 for Project Managers are offered six times a year. These classes are live instructor-led training on virtual platform. This course, training material and hands-on exercises have been independently certified to completely map to the objective learning domain for the Microsoft Certified Technology Specialist MCTS exam 70-178 and 74-344.

Audience

Candidates for this course are project management professionals and IT professionals with at least one year experience using Microsoft Project.

Virtual Platform

You can attend many of our industry-leading training courses from anywhere in the world. Our live online courses utilize Microsoft Live Meeting technology to connect you with one of our expert instructors in an online environment to give you the same experience you would get in our classroom training. The voice and audio side of the course uses a phone conference bridge. This combination of virtual classroom tools greatly reduces technical hurdles a learner has to face while attending.

What Comes with the Training

  • Courseware: over 400 pages of how-to guides, lab exercises and presentation slides. Participants will receive the material prior to class date.
  • Project Server Learning Labs: We provide our students individual Project Server lab environment during and after the training. Students can enhance their learning results through continuous hands-on activities during the training week.
  • Peer Interaction: Even in this virtual environment you will gain valuable knowledge interacting with your peers in class, in course lectures and breaks.

Class Structure

To accommodate busy executives, our class is structured to minimize interruption of your daily work. You attend the class on the mornings and use the Learning Labs we provided to do excercises at your pace in the afternoon or the day after. The morning sessions are 3.5 hours of lectures, demonstration and questions and answers.

Class Time

The class time is 8:30am-12:00pm, PST, on Monday, Wednesday and Friday.

2015 Public Class Schedule

January 26-30; March 23-27; May 25-29; July 20-24; September 21-25; November 17-20

Course Outline

Introduction  1

MODULE 1: Getting Acquainted with Project Server 2013  ……9

MODULE 2: Introducing the Project Server Interface  ……35

MODULE 3: Initiating Project Proposal  ……53

MODULE 4: Creating Enterprise Projects  ……77

MODULE 5: Working with Tasks ……99

MODULE 6: Planning Resources and Assignments  ……141

MODULE 7: Executing Project  ……179

MODULE 8: Monitoring Time and Tasks ……203

MODULE 9: Approving Time and Task Updates  ……221

MODULE 10: Controlling Variance  ……241

MODULE 11: Customizing Personal Settings  ……259

MODULE 12: Working with Project Sites  ……271

MODULE 13: Managing Project Sites  ……297

MODULE 14: Working with Status Reports  ……365

MODULE 15: Using the Resource Center  ……379

MODULE 16: Using the Project Center and Project Views …… 391

MODULE 17: Understanding Project Server Business Intelligence  …… 401

MODULE 18: Utilizing pre-developed Reports and Dashboard  ……410

Cost & Payment

$1,600 per student. Discount ($200 off) when you register more than 30 days prior to course start date, or more than two students for the same class. In order to attend, payment or a purchase order must be received prior to the start date of class.

Cancellation

Once class is confirmed by payment, you can’t cancel your attendance but you are free to take a future class or have substitute participants.

For more information, to register a course, or get a custom quote, please contact EPM Solutions at (888) 822-8246 or email us at training@epmsolutions.com.

Length: 1 day
Delivery Options: Private onsite; e-Learning

Course Overview
The goal of this two-day, instructor-led course is to provide resource managers with the knowledge and skills necessary to effectively manage their resources, report their time, and manage their respective issues and documents.

Prerequisites
Before attending this course, students must have:

  • A working knowledge of managing resources

Audience
Candidates for this course are resource managers who are familiar with managing the resources of a project management team.

Course Outline

Module 01: Getting Acquainted with Project Server

  • What Is Microsoft Office Project Server?
  • Understand Project Server Terminology
  • Using Enterprise Resource Management Tools
  • Understanding Windows SharePoint Services
  • Understanding Project Server Data Analysis
  • Understanding Custom Fields
  • Understanding Tracking Methods

Module 02: introducing the Project Server User Interface

  • Using the Project Web Access User Interface
  • Understanding Proposals and Activity Plan

Module 03: Initiating Project Proposals

  • Creating a Proposal
  • Creating a Resource Plan
  • Building a Team on a Proposal or Activity Plan
  • Publishing a Proposal or Activity Plan
  • Portfolio Management

Module 04: Planning Resources and Assignments

  • Understand Enterprise Resources
  • Building a Project Team
  • Assigning Resources Using the Task Entry View
  • Assigning Resources Using the Assign Resources Dialog
  • Assigning Cost Resources
  • Using the Resource Substitution Wizard
  • Leveling Overallocated Resources
  • Understanding Team Planner View

Module 05: Monitoring Time and Tasks

  • Tracking Time in Project Web Access
  • Tracking Task Progress in Project Web Access

Module 06: Approving Time and Tasks Updates

  • Viewing Unsubmitted Timesheets
  • Viewing the Adjusting Submitted timesheets
  • Approving Timesheets
  • Approving Administrative Time Requests
  • Viewing Task Updates
  • Approving Task updates
  • Viewing the Task Updates History
  • Creating Rules for Accepting Task Updates
  • Closing Tasks to Update

Module 07: Customizing Personal Settings

  • Personal Settings Overview
  • Managing Alerts and reminders for yourself
  • Managing Alerts and Reminders for your resources
  • Managing My Queued Jobs
  • Managing Delegates

Module 08: Working with Status Reports

  • Requesting a Status Report
  • Responding to a Status Report Request
  • Viewing Status Report Response

Module 09: Using the Resource Center

  • Using the Resource Center
  • Viewing Resource Availability
  • Viewing Resource Assignments
  • Editing Resource Details

Module 10: Using the Project Center and Project Views

  • Using the Project Center
  • Staffing a Project from the Project Center
  • Edit a Project in Project Web App

Module 11: Understanding Project Server Business Intelligence

  • Understanding Business Intelligence
  • Using Business Intelligence Tools
  • Viewing Reports
  • Creating Reports
  • Understanding Dashboards
  • Creating a Dashboard

Module 12: Using FasTrack Reports

  • FasTrack Reports

Ondemand e-Learning is available for this course. Buy Now.

For more information, to register a course, or get a custom quote, please contact EPM Solutions at (888) 822-8246 or email us at training@epmsolutions.com.

Length: 1 day
Delivery Options: Private onsite; e-Learning

Course Overview
The goal of this one-day, instructor-led course is to provide team members with the knowledge and skills necessary to manage their tasks, report their time, and manage their respective issues and documents effectively.

Prerequisites
Before attending this course, students must have:

  • A working knowledge of managing resources.

Audience
Candidates for this course are team members who are familiar with being a member of a project management team.

Course Outline

Module 01: Getting Acquainted with Project Server

  • What Is Microsoft Office Project Server?
  • Understand Project Server Terminology
  • Using Enterprise Resource Management Tools
  • Understanding Windows SharePoint Services
  • Understanding Project Server Data Analysis
  • Understanding Custom Fields
  • Understanding Tracking Methods

Module 02: Introducing the Project Server User Interface

  • Using the Project Web Access User Interface

Module 03: Monitoring Time and Tasks

  • Tracking Time in Project Web Access
  • Tracking Task Progress in Project Web Access

Module 04: Customizing Personal Settings

  • Personal Settings Overview
  • Managing Alerts and reminders for yourself
  • Managing Alerts and Reminders for your resources
  • Managing My Queued Jobs
  • Managing Delegates

Module 05: Working with Project Sites

  • Understanding the Project Workspace
  • Managing Risks
  • Managing Issues
  • Viewing Your Assigned Issues and Risks
  • Managing Project Documents
  • Working with Existing Documents in a Documents Library
  • Accessing the Public Documents Library
  • Managing Tasks
  • Using Calendars *
  • Using Team Discussions *

Module 06: Working with Status Reports

  • Requesting a Status Report
  • Responding to a Status Report Request
  • Viewing Status Report Response

Module 07: Using the Project Center and Project Views

  • Using the Project Center
  • Edit a Project in Project Web App

Ondemand e-Learning is available for this course. Buy Now.

For more information, to register a course, or get a custom quote, please contact EPM Solutions at (888) 822-8246 or email us at training@epmsolutions.com.

Length: 4 days (self-directed lab time included)
Delivery Method: Live Instructor-Led Online Training or Private Onsite

Course Overview
The key emphasis of this four-day instructor-led course is to provide Project Server administrators with all the knowledge and skills necessary to effectively manage a Project Server implementation from day to day. Except for installation, this course covers all aspects for successfully configuring and administrating Project Server 2013.

This course, training material and hands-on exercises have been independently certified to completely map to the objective learning domain for the Microsoft Certified Technology Specialist MCTS exam 70-177.

Virtual Platform

You can attend many of our industry-leading training courses from anywhere in the world. Our live online courses utilize Microsoft Live Meeting technology to connect you with one of our expert instructors in an online environment to give you the same experience you would get in our classroom training. The voice and audio side of the course uses a phone conference bridge. This combination of virtual classroom tools greatly reduces technical hurdles a learner has to face while attending.

What Comes with the Training

  • Courseware: over 600 pages of how-to guides, lab exercises and presentation slides. Participants will receive the material prior to class date.
  • Project Server Learning Labs: We provide our students individual Project Server lab environment during and after the training. Students can enhance their learning results through continuous hands-on activities during the training week.
  • Peer Interaction: Even in this virtual environment you will gain valuable knowledge interacting with your peers in class, in course lectures and breaks.

Class Structure & Time

To accommodate busy executives, our class is structured to minimize interruption of your daily work. You attend the class on the mornings and use the Learning Labs we provided to do exercises at your own pace in the afternoons or on Friday. The sessions are 3.5 hours of lectures, demonstration and questions and answers.

Class Time

The class time is 8:30am-12:00pm, PST, on Monday, Tuesday, Wednesday and Thursday.

2015 Public Class Schedule

February 23-26; April 20-25; June 22-25; August 24-27; October 26-29; Dec. 14-17

Course Outline

Module 01: Preparing to Configure Project Server 2013

  • Understand the Initial Configuration Process
  • Understand and Use the Project Web Access User Interface
  • Access the Project Web Access Administration Features
  • Create a Project Server Login Account in Microsoft Project Professional 2013

Module 02: Creating Custom Enterprise Fields and Calendars

  • Understand the Importance of Custom Enterprise Fields
  • Create a Custom Lookup Table
  • Create Custom Enterprise Fields Using Lookup Tables, Formulas, and Graphical Indicators
  • Edit Custom Enterprise Fields and Lookup Tables
  • Delete Custom Enterprise Fields and Lookup Tables
  • Set the Working Schedule on the Enterprise Standard Calendar
  • Create Custom Enterprise Base Calendars
  • Import a Base Calendar from a Non-Enterprise Project

Module 03: Managing Enterprise Resources

  • Understand the Importance and Purpose of the Enterprise Resource Pool
  • Understand the Difference between Enterprise and Local Resources
  • Understand Resource Types
  • Create Work, Material, Generic, Cost, and Team Resources
  • Open the Enterprise Resource Pool and Check Out Resources
  • Edit Existing Enterprise Resources
  • Mass Edit Enterprise Resources from the Resource Center
  • Prepare Resource Data for Import into the Enterprise Resource Pool
  • Import Resource Data
  • Deactivate Enterprise Resources

Module 04: Initial Project Server Configuration

  • Understand the Functional Approach for Configuring Project Server 2007/2010 Options
  • Set Options for Enterprise Features
  • Configure Project Server’s Notification Engine
  • Set Options for OLAP Cube Building and Resource Availability Information
  • Set Options for Queuing and Events
  • Backup Individual Project Server 2013 Entitles
  • Configure Quick Launch Menus

Module 05: Configuring Time and Task Tracking

  • Understand the Difference between Task Tracking and Time Tracking
  • Define Financial Periods
  • Define Timesheet Periods
  • Configure Timesheet Options
  • Configure the Use of Administrative Time
  • Specify the Default Method for Tracking Task Progress

Module 06: Configuring Project Server Security

  • Understand Each Aspect of Project Server 2013 Security
  • Set Organizational Permissions
  • Manage Security and Permissions with Categories
  • Create a Custom Category
  • Use Categories in Conjunction with the RBS Field
  • Manage Permissions with Group
  • Create a Custom Group
  • Set Permissions with Security Templates
  • Manage Active Directory Synchronization for Groups
  • Mange Individual User Accounts
  • Edit a Batch or Group of User Accounts
  • Deactivate a User Account

Module 07: Building The Project Environment

  • Use Project Templates to Control the Enterprise
  • Create and Save Enterprise Templates
  • Import Projects and Templates to the Enterprise
  • Change the Owner and Manager of an Imported Project
  • Build an OLAP cube

Module 08: Creating and Managing Views

  • Manage Gantt Chart Formats
  • Create and Manage Grouping Formats
  • Create and Modify Project Web Access Views
  • Create Enterprise Task and Resource Views in Project Professional 2013

Cost & Payment

$1,900 per student. Discount ($200 off) when you register more than 30 days prior to course start date, or more than two students for the same class. In order to attend, payment or a purchase order must be received prior to the start date of class.

Cancellation

Once class is confirmed by payment, you can’t cancel your attendance but you are free to take a future class or have substitute participants.

For more information, to register a course, or get a custom quote, please contact EPM Solutions at (888) 822-8246 or email us at training@epmsolutions.com.