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 2010/2013. 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
Delivery Options: Private onsite; e-Learning
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 2010/2013.
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 70-178.
Prerequisites
Before attending this course, students should have:
- Completed Project Management Course or equivalent experience.
Audience
Candidates for this course are project management professionals and IT professionals with at least one year experience using Microsoft Project.
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
- Understand Project Management Theory *[1]
- Understanding the Communications Life Cycle *
- Understanding Project Server Databases *
- Understanding Enterprise Global Concepts *
Module 02: Introducing the Project Server User Interface
- Using the Project Web Access User Interface
- Creating a Login Account in Project Professional 2010/2013
Module 03: Initiating Project Proposals
- Understanding Proposals and Activity Plan
- 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: Creating Enterprise Projects
- Converting a Proposal to an Enterprise Project
- Creating an Enterprise Project Using Project Professional 2010/2013
- Defining an Enterprise Project
- Understanding the Local Cache
- Opening and Closing Projects
- Working with Offline Projects
- Importing Projects
Module 05: Working with Tasks
- Using a Task Planning Process *
- Understanding Change Highlighting *
- Planning Project Tasks *
- Using Task Dependencies *
- Setting Task Constraints and Deadline Dates *
- Assigning Task Calendars *
- Estimating Task Durations *
Module 06: 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 07: Executing a Project
- Understanding Publishing
- Managing Project Deliverables
- Analyzing the Critical Path *
- Understanding Task Drivers *
- Working with Project Baselines *
Module 08: Monitoring Time and Tasks
- Tracking Time in Project Web Access
- Tracking Task Progress in Project Web Access
- Using Other Task Activities
- Using the Task Center
Module 09: Using Project Features in Outlook
- Installing the Outlook Add-in
- Using the Outlook Add-in
- Managing Project Tasks in the Outlook Calendar
Module 10: 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
- Axioms for Success with Tracking Progress *
Module 11: Controlling Variance
- Understanding Variance *
- Analyzing Project Variance *
- Revising a Project Plan *
- Using a Change Control Process *
- Rebaselining Your Project *
Module 12: 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 13: 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 *
- Accessing the Project Workspace from Project Professional 2010/2013 *
Module 14: Managing Project Sites
- Using Project Workspace Advanced Features *
- Editing in a Datasheet *
- Opening Document Libraries with Windows Explorer *
- Exporting to a Spreadsheet *
- Opening with Access *
- Creating a Visio Diagram *
- Connecting to Outlook *
- Viewing and RSS Feed *
- Setting Alerts *
- Creating a Column *
- Managing Project Workspace Views *
- Modifying List Settings *
- Managing the Project Workspace *
Module 15: Working with Status Reports
- Requesting a Status Report
- Responding to a Status Report Request
- Viewing Status Report Response
Module 16: Using the Resource Center
- Using the Resource Center
- Viewing Resource Availability
- Viewing Resource Assignments
- Editing Resource Details
Module 17: 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 18: Understanding Project Server Business Intelligence
- Understanding Business Intelligence
- Using Business Intelligence Tools
- Viewing Reports
- Creating Reports
- Understanding Dashboards
- Creating a Dashboard
Module 19: 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 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
Delivery Method: Private onsite; Live, Instructor-Led Online (ILO) (Feb.12-15; April 9-12; June 18-21; August 13-16; October 15-18; Dec 10-13)
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 2010/2013.
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.
Audience
Candidates for this course are project management professionals with at least one year of experience using Project Server 2010/2013.
Course Outline
Module 01: Preparing to Configure Project Server 2010/2013
- 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 2010/2013
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 2007/2010 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 2007/2010 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 2010/2013/2010
Cost: $2,400 for TWO participants (must from same organization and enroll in the same class).
To learn more about our live, instructor-led online class, click here: Live, Instructor-Led Online (ILO).
Ready to sign up? 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.
