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Microsoft - Project Server 2010 for Project Server Administrators

Duration: 4 days
Course Price: $1,995

This five-day, instructor-led course provides students with the knowledge and skills that are needed to implement, manage, and support a collaborative 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 implement, manage and support Microsoft EPM systems and technologies.

Audience Profile

This course is intended for experienced project managers, resource managers, and technical staff who support the efforts of building and supporting 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 advanced knowledge and use of Microsoft Office Project 2007/2010.  It is strongly suggested that, when possible, the technical lead(s) attend the class with their corresponding Project Management Leadership/Project Management Office (PMO).

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 implementing an EPM solution as a major business undertaking - a potential multi-year project in its own right.
  • Understand and configure installation and technical requirements for the databases and other systems needed to build a fully-integrated EPM technical system.
  • Understand and configure the business requirements to support the data entry, project management, and reporting needs of an organization at the project team, department, company, and enterprise levels.
  • Understand and develop job roles and responsibilities required to install and maintain effective and beneficial EPM business processes to support project manager, team members, and executive reporting needs.
  • Utilize the full functionality of the Microsoft EPM solution.

Microsoft Certified Professional Exams

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

Course Materials

Text Book:  Implementing and Administering Microsoft Project Server 2010, Gary L. Chefetz, Dale A. Howard, and Tony Zink.
This five-day, instructor-led course provides students with the knowledge and skills that are needed to implement, manage, and support a collaborative 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 implement, manage and support Microsoft EPM systems and technologies.

Audience Profile

This course is intended for experienced project managers, resource managers, and technical staff who support the efforts of building and supporting 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 advanced knowledge and use of Microsoft Office Project 2007/2010.  It is strongly suggested that, when possible, the technical lead(s) attend the class with their corresponding Project Management Leadership/Project Management Office (PMO).

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 implementing an EPM solution as a major business undertaking - a potential multi-year project in its own right.
  • Understand and configure installation and technical requirements for the databases and other systems needed to build a fully-integrated EPM technical system.
  • Understand and configure the business requirements to support the data entry, project management, and reporting needs of an organization at the project team, department, company, and enterprise levels.
  • Understand and develop job roles and responsibilities required to install and maintain effective and beneficial EPM business processes to support project manager, team members, and executive reporting needs.
  • Utilize the full functionality of the Microsoft EPM solution.

Microsoft Certified Professional Exams

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

Course Materials

Text Book:  Implementing and Administering Microsoft Project Server 2010, Gary L. Chefetz, Dale A. Howard, and Tony Zink.
Before attending this course, students must have:
  • Familiarity with the key project management concepts and terminology found in the PMI PMBOK Guide –Third Edition.
  • Experience using Microsoft Office Project to create project schedules.
  • Experience with Microsoft Office Excel.
  • Experience or exposure to SharePoint as a user.
  • Experience in discovering and translating business project requirements into technical implementation.
  • Basic understanding of networking, databases, e-mail systems, and IT security.

Course Outline

Module 1 Introduction and Project Server Overview

  • Introducing the Microsoft 2010 EPM Platform and What’s New
  • Understanding Enterprise Objects, Projects, Resources, Checking In and Out
  • Understanding Projects, Programs, Portfolios
  • Understanding Project Server Databases and Infrastructure
  • Collaboration and Management Tools Overview

Module 2 Understanding the Human Challenge

  • Confronting the “PM” Challenge
  • Understanding Your Process
  • Acquiring or Improving Scheduling Competencies

Module 3 Applying a Deployment Process

  • Understanding the Deployment Process
  • Defining Your Deployment and Deployment Team
  • Discovery Phase Summary
  • Introducing the Requirements and Definition Template
  • Core Requirements
  • Managing the Deployment Phase

Module 4 Installing Project Server 2010

  • Installing Project Server 2010 Overview
  • Installing and Integration with SharePoint Overview

Module 5 Post-Installation Configuration

  • Configuring SharePoint Service Applications
  • Configuring Excel Services
  • Installing the SQL Server Native Client
  • Performing Basic Functional Tests
  • Verifying Cube Building Capability

Module 6 Understanding the Project Web App Interface

  • Tools for Configuration
  • Using the Project Web App User Interface
  • Quick Launch Menu
  • Ribbon Menus
  • Data Grids
  • Project Web Administration Interface

Module 7 Creating System Metadata and Calendars

  • Understanding Significant Changes to Project Server 2010 Metadata Architecture
  • Introducing Departments, Project Types, Business Drivers
  • Working with Enterprise Custom Fields and Lookup Tables
  • Planning for Matching Generic Resources
  • Creating Enterprise Calendars

Module 8 Configuring Lifecycle Management

  • Understanding Lifecycle Management
  • Understanding Demand Management
  • Understanding Decision Management
  • Understanding Project Types and Lifecycle Management
  • Understanding Phases and Stages
  • Understanding Project Detail Pages
  • Understanding the Lifecycle Management Configuration Process
  • Working with the Dynamic Workflow Solution Starter

Module 9 Building and Managing the Enterprise Resource Pool

  • Enterprise Resource Pool and Resource Types
  • Understanding Enterprise vs. Local Resources
  • Creating, Managing, and de-activating Enterprise Resources
  • Working in the Resource Center in Project Web Access and Microsoft Project Professional
  • Applying Views, Filters, and Analyzing Resource Information
  • Resource Working Time and Calendars
  • Resource Costs and Custom Fields
  • Importing and Synchronizing Enterprise Resources from Active Directory

Module 10 Initial Project Server Configuration

  • Setting High-Level Enterprise Functionality
  • Project Professional Versions and Compatibility Mode
  • Enterprise Settings
  • Currency Settings
  • Resource Capacity
  • Resource Plan Work Day
  • Exchange Server Details
  • Task Mode Settings
  • Configuring Alerts and Reminders
  • Configuring the OLAP Database
  • Configuring Event Handlers
  • Configuring the Quick Launch Menu

Module 11 Configuring Time and Task Tracking

  • Understanding Tracking
  • Defining Financial Periods
  • Defining Time Reporting Periods
  • Configuring Timesheet Options
  • Creating Line Classifications
  • Setting Timesheet Options
  • Configuring Administrative Time
  • Specifying and Locking the Tracking Method
  • Setting the Reporting Display
  • Protecting User Updates
  • Defining the Near Future Planning Window
  • Setting Up the Timesheet Page
  • Customizing the Tasks Page
  • Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining
  • Using Hours of Work Done per Period
  • Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining

Module 12 Configuring Project Server Security

  • Project Server Security Overview
  • Setting Organizational Permissions
  • Understanding Users vs. Resources
  • Creating, Managing, and Deactivating User Accounts
  • Controlling Security with Groups and Categories
  • Understanding and Managing Groups
  • Understanding and Managing Categories
  • Understanding and Managing Permissions
  • Managing AD Synchronization for Groups

Module 13 Building the Project Environment

  • Importing Existing Projects and Templates
  • Publishing an Imported Project
  • Changing the Project Owner and Status Manager
  • Building the OLAP Cube

Module 14 Creating and Managing Views

  • Understanding Views
    • Creating Gantt Chart Formats
    • Creating Grouping Formats
    • Managing Project Web App Views
    • Creating, Copying, Modifying and Deleting Views
    • Custom Project Center Views
    • Custom Resource Assignments Views
    • Custom Resource Center Views
    • My Work Views
    • Custom Resource Plan Views
    • Team Tasks Views
    • Team Builder Views
    • Timesheet Views
    • Portfolio Analyses Views
  • Understanding Enterprise Views in Project Professional 2010
    • Working with the Enterprise Global File
    • Adding Custom Views to the Enterprise Global
    • Removing Pollution from the Enterprise Global
    • Using the 4-Step Method to Create a New View
    • Creating an Enterprise Publishing View
    • Creating an Enterprise Resource Sheet View

Module 15 Managing Project Sites

  • Understanding the SharePoint Model
  • Managing the SharePoint/Project Server Connection
  • Managing Project Site Provisioning
  • Managing Project Sites
  • Bulk Updating Project Sites
  • Modifying Project Sites
  • Managing List and Library Metadata
  • Managing Views of List and Library Items
  • Managing List and Library Settings
  • Creating New Lists and Libraries
  • Creating and Editing Pages
  • Managing Project Site Settings

Module 16 Configuring Business Intelligence and Reporting

  • Reporting and Business Intelligence Overview
  • Relational Database Overview
  • OLAP Database Overview
  • Business Intelligence Center Overview
  • Built-In Microsoft Excel Reports Overview
  • Business Intelligence Center Security Overview
  • Microsoft SharePoint Excel Services Overview
  • Working With the Built-In Microsoft Excel Reports
  • Excel Data Connection Files Overview
  • Working with SharePoint Dashboards
  • Creating a Dashboard Page
  • Embedding Excel Data into a Dashboard Page
  • Adding Non-Project Server Users as Report Viewers

Module 17 Managing Project Server Day to Day

  • Performing Database Management through PWA
    • Checking in Enterprise Objects
    • Deleting Enterprise Objects
    • Deleting Enterprise Projects
    • Deleting Resources and Users
    • Deleting Status Report Responses
    • Deleting Timesheets
    • Deleting User Delegates
  • Working with Administrative Backups
    • Restoring Backed-up Objects
  • Changing or Restarting Workflows
  • Configuring and Managing the Queue
  • Monitoring Project Server Licenses
  • Monitoring and Troubleshooting Project Server
  • Working with Unified Logging Service (ULS) Files
  • Using the Reliability and Performance Monitor
  • Configuring a SQL Server 2008 Maintenance Plan
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