- Overview of the Project Server Environment
- This module provides an overview of Project Server 2013. Lessons presented in this module will review the components of Project Server and the configurable settings. You will learn about Project Web App terminology and how to navigate within PWA.
- Topics:
- Introduction to Project Server.
- Overview of Project Management Lifecycle.
- Overview of Microsoft EPM Solution.
- Overview of Roles and Permissions.
- Components of Project Server.
- Overview of Logical Architecture.
- Overview of Project Server Settings.
- Enterprise Custom Fields.
- Enterprise Custom Calendars.
- Overview of Project Web App.
Project Sites.
- Creating and Managing Project Schedules
- This module describes how to create and manage project schedules. Lessons presented in this module will explain how to create new schedules and templates using Project Professional and Project Web App. You will also learn how to save, publish and check-in schedules and manage project permissions.
- Creating a New Schedule in Project Professional.
- Connecting to Project Server.
- Creating a Project Schedule.
- Saving and Publishing Project Schedules.
- Working with a Project Schedule Offline.
- Creating a Project Template.
- Practice: Working with Schedules and Project Professional.
- Creating a New Schedule in Project Web App.
- Creating a New Basic Project Schedule.
- Editing the Project Schedule.
- Saving and Publishing Project Schedule.
- Checking-In a Project through PWA.
- Creating Projects from a SharePoint List.
- Practice: Working with Schedules and PWA.
- Managing Project Permissions.
- Defining a New User Permission.
- Editing and Removing User Permissions.
Practice: Managing Project Permissions.
- Working with Project Sites
- This module describes working with project sites to manage project documents, risks, issues and deliverables. Lessons presented in this module will explain how to create, edit and link these objects to your project schedule. You will also learn how to work with team features to effectively collaborate with project team members.
- Creating Document Libraries.
- Creating and Uploading Document(s).
- Linking Documents to Tasks.
- Viewing and Editing Documents.
- Editing Document Properties.
- Enabling Document Version and Check-in/Check-out.
- Practice: Managing Documents.
- Managing Risks and Issues.
- Creating a New Risk Item.
- Creating a New Issue Item.
- Linking Risks and Issues.
- Practice: Managing Risks and Issues.
- Linking Deliverables to a Task.
- Practice: Managing Deliverables.
- Managing Discussion Groups.
Practice: Managing Team Features.
- Creating Enterprise Resources
- This module describes how to create and define enterprise resources. Lessons presented in this module will provide an overview of enterprise resources and the various resource types and fields. You will also learn how to create resources using PWA and the assignment attributes.
- Overview of Enterprise Resources.
- Comparing Local Resources with Enterprise Resources.
- Overview of Enterprise Resource Types.
- Overview of Resource Fields.
- Creating Enterprise Resources.
- Creating Enterprise Resources with Project Web App.
- Creating Enterprise Resources with Project Professional.
- Importing Local Resources to the Enterprise.
- Practice: Creating Enterprise Resources.
- Defining Enterprise Resources.
Practice: Defining Enterprise Resources.
- Assigning and Working with Resources
- This module describes how to assign and work with enterprise resources. Lessons presented in this module will how to properly assign resources using PWA. You will learn about the various resource options and when and how to use them. You will also learn about overallocations, the tools used to overcome resource conflicts and how to manage out of office situations.
- Assigning Resources using Project Web App.
- Building Team of Resources.
- Selecting Appropriate Resources.
- Assigning Resources to Tasks.
- Matching and Replacing Resources using PWA.
- Practice: Assigning Resources Using PWA.
- Assigning Resources using Project Professional.
- Building a Team of Resources.
- Matching and Replacing Resources using Project Professional.
- Practice: Assigning Resources Using Project Professional.
- Working with Resource Options.
- Practice: Working with Resource Options.
- Managing Overallocations.
- Best Practices for Working with Resources.
- Displaying Overallocations on Existing Assignments.
- Working with Team Planner.
- Using the Resource Substitution Wizard.
- Leveling Enterprise Resources.
- Practice: Leveling Resources.
- Managing Out of Office Situations.
- Out of Office - Team Member, Timesheet Manager and Project Manager.
Practice: Managing Out of Office Situations.
- Advanced Task Assignment Options
- This module describes how to manage advanced task assignment options. Lessons presented in this module will explain the role of delegation and how to manage it. You will also learn how to create and assign team tasks and how team can self-assign tasks.
- Working with Delegation Permissions.
- Practice: Delegating Tasks.
- Mapping Resources to Teams.
- Creating and Assigning Tasks to a Team.
- Creating and Assigning Team Tasks in Project Web App.
- Practice: Assigning Tasks to a Team.
- Managing Tasks by Team Members.
- Creating a New Task in Project Web App.
- Self-Assigning Tasks in Project Web App.
Practice: Managing Tasks by Team Members.
- Finalising and Tracking Project Schedules
- This module describes how to finalize and track project schedules. Lessons presented in this module will explain baselines, why they are important and how to use baselines. You will learn the different methods in how to track the progress your project schedules. You will also learn about task status and timesheets and how to work with them.
- Setting a Project Baseline.
- Effects and Benefits of Setting a Baseline.
- When to Set a New Baseline.
- Practice: Setting a Project Baseline.
- Overview of Tracking Methods.
- Using Percent of Work Complete.
- Using Actual Work Done and Work Remaining.
- Using Hours of Work Done Per Period.
- Best Practice - Tracking Methods.
- Updating Time Progress Manually.
- Updating Project as Scheduled.
- Reschedule Uncompleted Work.
Practice: Update Task Progress Manually.
- Tracking Task Progress
- This module describes how to track task progress in your project schedule. Lessons presented in this module will explain what a task status is and how to work with them. You will also learn how to approve task updates and use rules to improve efficiency.
- Working with Task Status.
- Overview of Assignment Owner Role.
- Understanding Tracking Methods.
- Attaching Comments and Notes.
- Sending Task Status for Approval.
- Updating and Submitting Task Status using Outlook.
- Practice: Working with Task Status.
- Overview of Status Manager Role.
- Review and Approve Task Updates.
- Improving Efficiency with Rules.
- Closing Tasks to Updates.
Practice: Approving Task Updates.
- Updating Time Progress with Timesheets
- This module describes how to update the time progress of your project schedule by using timesheets. Lessons presented in this module will explain timesheets, and how to work with them in various scenarios. You will also learn about approving time progress and viewing update history.
- Managing Timesheet Settings.
- Create Financial Periods.
- Define Timesheet Line Classification.
- Specify Timesheet Settings and Defaults.
- Setting up Administrative Time.
- Overview of the Timesheet Page.
- Saving and Submitting Timesheets.
- Adding and Removing a Timesheet Task.
- Practice: Working with Timesheets.
- Approving Reported Progress on Timesheets.
- Overview of the Timesheet Manager Role.
- Receiving and Approving Timesheets.
Practice: Approving Time Progress.
- Working with Reports and Dashboards
- This module describes how to work with reports and dashboards. Lessons presented in this module will explain how to work with the various views in PWA. You will also learn about the Business Intelligence Center to create dashboards and reports using Excel Services.
- Working with Business Intelligence Center.
- Creating a New Business Intelligence Center Site.
- Working with Sample Reports.
- Practice: Working with Business Intelligence Center.
- Creating Custom Reports Using Excel.
- Connecting Excel to the Project Server Reporting Database.
- Using the Data Connection Library.
- Publishing Excel Workbook.
- Practice: Creating Custom Reports Using Excel.
- Creating a Dashboard Library and a Web Part Page.
- Adding Web Parts to the Dashboard.
Practice: Working with Dashboards.
- Creating Master Projects and Programs
- This module describes creating and managing master projects/programs. Lessons presented in this module will explain how to link multiple projects and analyzing the effects of changing values in one project. You will also learn about master projects, how to create them and how to insert sub-projects.
- Inserting Projects into a Master Project.
- Difference between Master Projects and Integrated Programs.
- Best Practices - Master Projects and Programs.
- Practice: Creating a Master Project.
- Using Cross-Project Links.
- Navigating through Links to External Projects.
- Accepting Changes in a Dependent Project.
- Practice: Linking Projects to a Master Project.
- Viewing Critical Path Options.
- Overview of Critical Path Method.
- Viewing Critical Path in Programs.
- Viewing Critical Path in Subprojects.
Practice: Viewing Critical Path.
- Customizing Project Web App
- This module describes customizing Project Web App. Lessons presented in this module will detail how to create new views and groups. You will learn how to create and apply custom filters and enterprise custom fields.
- Editing and Copying Existing Views.
- Practice: Working with PWA Views.
- Managing Groups and Filters.
- Overview of Grouping and Filtering Options.
- Creating Custom Groups and Filters.
- Clearing Custom Groups and Filters.
- Practice: Working with Groups and Filters.
- Customizing the Look and Feel PWA.
- Customizing the Quick Launch Menu.
- Customizing Grouping Formats.
- Customizing Gantt Chart Formats.
- Practice: Customizing the Look and Feel of the PWA.
- Overview of Custom Field Types and Entities.
- Creating a New Lookup Table.
- Creating a New Custom Field.
Practice: Working with Custom Fields.
- Managing Project Manager Preferences
- This module describes the personal preferences that a project manager can configure. Lessons presented in this module will explain the different viewing options available. You will learn about managing the project cache, queue and factors that affect performance. You will also learn how to manage personal alerts and reminders.
- Managing Viewing Options.
- Working with Display Options.
- Working with Show/Hide Options.
- Working with Data Options.
- Clearing the Local Cache.
- Factors Affecting Performance.
- Overview of Queue Service.
- Troubleshooting Project Server Queued Issues.
- Managing Alerts and Reminders.
- Configuring Alerts and Reminders.
- Managing Personal Alerts and Reminders.
Managing Alerts and Reminders for Resources.
