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Microsoft - Project Server 2010 for Project Managers

Duration: 3 days
Course Price: $1,495

This three-day, instructor-led course provides students with the knowledge and skills that are needed to create, build-out, manage, and report progress in an Enterprise Project Management (EPM) solution with Microsoft Office Project Server 2010. This course offers a significant amount of hands-on practices, discussions, and assessments that assist students in becoming proficient in the skills that are needed to use the Microsoft EPM system as a Project Manager.

Audience Profile

This course is intended for project managers, resource managers, and technical staff who support the efforts of using and maintaining an EPM solution using Microsoft Office Project Server 2010. These individuals are capable of managing projects in the Microsoft Office Project environment, including project and non-project efforts, risks, issues, documents, task progress, and timesheets. These individuals should be familiar with key project management concepts and terminology found in Project Management Institute PMI®, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Third Edition, and have moderate knowledge and use of Microsoft Office Project 2007/2010.

PMBOK is a registered trademark of the Project Management Institute, Inc.

PMP is a registered mark of Project Management Institute, Inc.

At Course Completion

After completing this course, students will be able to:
  • Define and understand the intended purposes, processes, and implementation of the Microsoft EPM solution.
  • Understand the job roles and responsibilities required to utilize project plans, timesheets, task progress reporting and SharePoint Project Web Spaces to enable a fully collaborative environment within the EPM solution.
  • Understand and configure the project file/database requirements to support the data entry, project management, progress tracking, and reporting needs of a specific project.
  • Understand and configure the project file/database requirements to support the documenting and managing of Risks, Issues, Proposals, Activity Lists and Document Libraries in the Project Server Web Spaces for a project.

Microsoft Certified Professional Exams

There is no corresponding Microsoft Certified Professional exam for this course.

Course Materials

Text Book: Managing Enterprise Projects Using Microsoft Project Server 2010, Gary L. Chefetz, Dale A. Howard, and Tony Zink
This three-day, instructor-led course provides students with the knowledge and skills that are needed to create, build-out, manage, and report progress in an Enterprise Project Management (EPM) solution with Microsoft Office Project Server 2010. This course offers a significant amount of hands-on practices, discussions, and assessments that assist students in becoming proficient in the skills that are needed to use the Microsoft EPM system as a Project Manager.

Audience Profile

This course is intended for project managers, resource managers, and technical staff who support the efforts of using and maintaining an EPM solution using Microsoft Office Project Server 2010. These individuals are capable of managing projects in the Microsoft Office Project environment, including project and non-project efforts, risks, issues, documents, task progress, and timesheets. These individuals should be familiar with key project management concepts and terminology found in Project Management Institute PMI®, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Third Edition, and have moderate knowledge and use of Microsoft Office Project 2007/2010.

PMBOK is a registered trademark of the Project Management Institute, Inc.

PMP is a registered mark of Project Management Institute, Inc.

At Course Completion

After completing this course, students will be able to:
  • Define and understand the intended purposes, processes, and implementation of the Microsoft EPM solution.
  • Understand the job roles and responsibilities required to utilize project plans, timesheets, task progress reporting and SharePoint Project Web Spaces to enable a fully collaborative environment within the EPM solution.
  • Understand and configure the project file/database requirements to support the data entry, project management, progress tracking, and reporting needs of a specific project.
  • Understand and configure the project file/database requirements to support the documenting and managing of Risks, Issues, Proposals, Activity Lists and Document Libraries in the Project Server Web Spaces for a project.

Microsoft Certified Professional Exams

There is no corresponding Microsoft Certified Professional exam for this course.

Course Materials

Text Book: Managing Enterprise Projects Using Microsoft Project Server 2010, Gary L. Chefetz, Dale A. Howard, and Tony Zink

Prerequisites

Before attending this course, students must have:
  • Familiarity with the key project management concepts and terminology found in the PMI PMBOK Guide –Third Edition.
  • Some experience using Microsoft Office Project to create project schedules.
  • Experience with Microsoft Office Excel.
  • Experience or exposure to SharePoint as a user.
  • Basic understanding of networking, databases, e-mail systems, and IT security.

Course Outline

(subject to change)

Module 1: Introducing Microsoft Project Server 2010

  • What Is Microsoft Office Project Server?
  • Understanding Project Management Theory
  • Understanding Project Server Terminology
  • Enterprise Projects and Resources
  • Check In and Check Out

Module 2: Preparing to Use Project Server

  • Creating a Login Account in Project Professional 2010
  • Using the Project Web Access User Interface
  • Using the Quick Launch Menu
  • Using Context-Sensitive Menus
  • Using the Action Bar
  • Manipulating the Data Grid
  • Printing the Data Grid
  • Exporting the Data Grid to Excel

Module 3: Working with Proposals and Activity Plans

  • Understanding Proposals and Activity Plans
  • Creating a Proposal / Using SharePoint Lists
  • Creating an Activity Plan / Using a SharePoint List
  • Creating a Resource Plan
  • Reserving Resource Availability in a Resource Plan
  • Building a Team on a Proposal or Activity plan
  • Importing Resources from a Resource Plan
  • Manually Adding Resources to the Team
  • Assigning Resources to Tasks
  • Publishing a Proposal or Activity plan
  • Linking Documents to a Proposal or Activity plan

Module 4: Creating Enterprise Projects

  • Converting a Proposal to an Enterprise Project
  • Creating an Enterprise Project Using Project Professional
  • Defining an Enterprise Project
  • Set the Project Start Date and Enterprise Field Values
  • Enter the Project Properties
  • Display the Project Summary Task
  • Set the Project Working Schedule
  • Set Options Unique to the Project
  • Save the Project
  • Understanding the Local Cache
  • Opening and Closing Projects
  • Working with Offline Projects
  • Importing Projects

Module 5: Task Planning Basic Skills

  • Using a Task Planning Process
  • Entering and Editing Tasks
  • Creating the Work Breakdown Structure (WBS)
  • Creating Milestones
  • Adding Task Notes and Cell Background Formatting
  • Understanding, Setting, and Modifying Task Dependencies
  • Using Lag and Lead Time with Dependencies
  • Setting Constraints
  • Setting Deadline Dates
  • Assigning Task Calendars

Module 6: Resource and Assignment Planning

  • Understanding Enterprise Resources
  • Building a Project Team
  • Viewing Resource Information in the Build Team Dialog
  • Adding Resources to Your Project Team
  • Matching and Replacing Resources in the Build Team Dialog
  • Using Proposed vs. Committed Booking
  • Using Local Resources in a Project Team
  • Understanding Effort Driven Scheduling
  • Assigning Resources Using Assign Resources Dialog
  • Assigning Cost Resources
  • Assigning a Budget Cost Resource
  • Assigning an Expense Cost Resource
  • Using the Resource Substitution Wizard
  • Leveling Overallocated Resources
  • Using a Leveling Methodology
  • Leveling an Overallocated Resource
  • Viewing Leveling Results
  • Clearing Leveling Results
  • Setting Task Priority Numbers

Module 7: Project Execution

  • Analyzing the Critical Path
  • Understanding Task Drivers
  • Saving and Re-saving a Project Baseline
  • Clearing the Project Baseline
  • Setting Publishing Options
  • Publishing an Enterprise Project
  • Changing the Status Manager for Task Assignments
  • Adding a New Deliverable in Project Professional and Project Web Access
  • Updating Deliverables in Project Professional
  • Adding a New Deliverable Dependency

Module 8: Tracking Time and Task Progress

  • Creating a New Timesheet
  • Understanding the My Timesheet Page
  • Entering Time in the Timesheet
  • Editing an Existing Timesheet
  • Submitting a Timesheet for Approval
  • Recalling a Submitted Timesheet
  • Deleting a Timesheet
  • Responding to a Rejected Timesheet
  • Planning Administrative Time
  • Creating a Surrogate Timesheet
  • Understanding the My Tasks Page
  • Understanding the Assignment Details Page
  • Using Percent of Work Complete
  • Best Practice: Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining
  • Best Practice: Using Actual Work Done and Work Remaining
  • Using Hours of Work Done per Period
  • Best Practice: Using Hours of Work Done per Period
  • Reporting Progress from the Assignment Details Page
  • Importing Progress from the My Timesheet Page
  • Reassigning Work to Another Resource
  • Self-Assigning Team Tasks
  • Creating or Self-Assigning a New Task
  • Deleting Tasks
  • Creating a New Personal Activity Plan

Module 9: Working with Outlook

  • Installing the Outlook Add-In
  • Using the Outlook Add-in
  • Setting Outlook Add-in Options
  • Managing Project Tasks in the Outlook Calendar
  • Managing Project Tasks in the Outlook Tasks List

Module 10: Approving Time and Task Progress

  • Viewing Unsubmitted Timesheets
  • Viewing and Adjusting Submitted Timesheets
  • Adjusting Timesheet Updates
  • Approving Timesheets
  • Approving High-Level Timesheet Information
  • Approving Detailed Timesheet Information
  • Recalling an Approved Timesheet
  • Approving Administrative Time Requests
  • Viewing Task Updates
  • Approving Task Updates
  • Approving Task Updates in Project Professional
  • Rescheduling Uncompleted Work in Past Reporting Periods
  • Updating Expense Cost Resource Information
  • Publishing the Latest Schedule Changes
  • Viewing the Task Updates History
  • Creating Rules for Accepting Task Updates
  • Closing Tasks to Update

Module 11: Variance Analysis and Plan Revision

  • Understanding Variance Types
  • Analyzing Date Variance
  • Analyzing Work Variance
  • Analyzing Cost Variance
  • Revising a Project Plan
  • Potential Problems with Revising a Plan
  • Revising Deliverable Dates
  • Using a Change Control Process
  • Inserting New Tasks in a Project
  • Rebaselining Your Project
  • Backing Up an Original Baseline
  • Rebase-lining Only Unstarted Tasks

Module 12: Managing Personal Settings

  • Personal Settings Overview
  • Changing Your Password
  • Managing Alerts and Reminders for Yourself
  • Managing Alerts and Reminders for Your Resources
  • Managing My Queued Jobs

Module 13: Working with the Project Workspace

  • Understanding the Project Workspace
  • Creating a New Risk
  • Working with Existing Risks
  • Creating a New Issue
  • Working with Existing Issues
  • Viewing and Creating Document Libraries
  • Uploading Documents to a Document Library
  • Viewing and Editing Document Properties
  • Editing a Document
  • Checking Out a Document Manually
  • Viewing the Version History for a Document
  • Deleting a Document
  • Sending a Document to another Location or Application
  • Subscribing to E-Mail Alerts about a Document
  • Accessing the Public Documents Library
  • Creating a New Task in a Project Workspace
  • Working with Existing Tasks in a Project Workspace
  • Creating a New Calendar Event
  • Working with Existing Calendar Events
  • Creating a New Team Discussion
  • Working with a Team Discussion
  • Accessing the Project Workspace from Project Professional

Module 14: Project Workspace Advanced Features

  • 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 from a Project Workspaces
  • Viewing an RSS Feed
  • Setting Alerts
  • Creating a Column
  • Creating and Managing Project Workspace Views
  • Modifying List Settings
  • Creating New Site Content
  • Editing a Project Workspace Page
  • Modifying the Site Settings

Module 15: Working with Status Reports

  • Requesting a Status Report
  • Editing and Deleting Status Reports
  • Responding to a Status Report Request
  • Submitting an Unrequested Status Report
  • Viewing the Status Report Archive
  • Viewing Status Report Responses
  • Viewing Unrequested Status Reports

Module 16: Working in the Resource Center

  • Using the Resource Center
  • Applying Resource Center Views
  • Selecting and Deselecting Resources
  • Viewing Resource Availability
  • Viewing Resource Assignments
  • Editing Resource Details
  • Editing Details Individually for a Group of Resources
  • Editing Resource Information in Project Professional

Module 17: Working in the Project Center

  • Using Project Center Views
  • Working with Detailed Project Views
  • Navigating to the Project Workspace
  • Editing Project Properties
  • Opening Projects from the Project Center
  • Checking In a Project
  • Closing a Project to Updates
  • Staffing a Project from the Project Center
  • Creating a Resource Plan
  • Building a Project Team

Module 18: Working with Data Analysis

  • Understanding OLAP Concepts
  • Understanding Data Analysis Views
  • Using Data Analysis Views
  • Customizing a Data Analysis View
  • Using the Data Analysis Toolbars
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