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Project Server 2007 for Project Configuration Administrators

Duration: 3 days
Course Price: $2,250

Course Overview

Project Server administrators taking this course learn how to properly configure and maintain Project Server 2007 using both Project Professional 2007 and the Project Web Access interface.

Target Audience

This course applies to both technical and non-technical Project Server administrators, and is tailored to the business application owner who serves as the organization’s primary or backup business application administrator. Although having an IT background knowledge base is helpful, it is not a requirement for students to be able to master the content in this course.

Learning Objectives After completing this course, you will be able to:
  • Describe the project communication life cycle used with Project Server
  • Understand the administration interface in Project Web Access
  • Create a Project Server login account in Project Professional 2007
  • Configure custom enterprise fields, Lookup Tables, and calendars
  • Add resources to the Enterprise Resource Pool
  • Specify the initial configuration options for Project Server
  • Configure time and task tracking settings
  • Configure Project Server security using Groups and Categories
  • Import enterprise templates and existing projects into Project Server
  • Build the OLAP Cube and resource availability information
  • Create custom views in both Project Web Access and Project Professional 2007
  • Manage Windows SharePoint Services and Project Workspaces
  • Modify Project Web Access pages and create a new Project Workspace site template
  • Manage the Project Server database, including checking in and backing up projects, and cleaning up the Project Server database
  • Create custom Reports using the Reporting Database

Course Overview

Project Server administrators taking this course learn how to properly configure and maintain Project Server 2007 using both Project Professional 2007 and the Project Web Access interface.

Target Audience

This course applies to both technical and non-technical Project Server administrators, and is tailored to the business application owner who serves as the organization’s primary or backup business application administrator. Although having an IT background knowledge base is helpful, it is not a requirement for students to be able to master the content in this course.

Learning Objectives After completing this course, you will be able to:
  • Describe the project communication life cycle used with Project Server
  • Understand the administration interface in Project Web Access
  • Create a Project Server login account in Project Professional 2007
  • Configure custom enterprise fields, Lookup Tables, and calendars
  • Add resources to the Enterprise Resource Pool
  • Specify the initial configuration options for Project Server
  • Configure time and task tracking settings
  • Configure Project Server security using Groups and Categories
  • Import enterprise templates and existing projects into Project Server
  • Build the OLAP Cube and resource availability information
  • Create custom views in both Project Web Access and Project Professional 2007
  • Manage Windows SharePoint Services and Project Workspaces
  • Modify Project Web Access pages and create a new Project Workspace site template
  • Manage the Project Server database, including checking in and backing up projects, and cleaning up the Project Server database
  • Create custom Reports using the Reporting Database
Although not required, we strongly recommend that Project Server administrators take the Managing Enterprise Projects Using Microsoft Office Project Server 2007 course to learn how an organization actually uses Project Server 2007.

Outline

Module 01: Preparing to Configure Project Server

Understanding the Initial Configuration Process

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

Using the Project Web Access Administration Interface

Setting Up a Login Account in Project Professional 2007

Module 02: Creating Custom Enterprise Fields and Calendars

Using Custom Fields

  • Why Enterprise Fields Are Important
  • Understanding Enterprise Field Types

Defining and Editing Lookup Tables

  • Creating a Lookup Table
  • Modifying an Existing Lookup Table

Defining a Custom Field

  • Making Fields Required
  • Creating a Custom Field with a Lookup Table
  • Creating a Custom Field with a Formula
  • Displaying Graphical Indicators in Custom Fields
  • Deleting a Custom Field or Lookup Table

Modifying the Built-In Custom Fields

  • Modifying the Cost Type Lookup Table
  • Modifying the Health Lookup Table
  • Modifying the RBS Lookup Table
  • Creating the Team Name Lookup Table

Planning for Matching Generic Resources

Creating Enterprise Calendars

  • Setting Company Holidays
  • Setting the Daily Working Schedule
  • Creating a New Base Calendar
  • Importing a Base Calendar from a Project

Module 03: Building and Managing the Enterprise Resource Pool

Enterprise Resource Pool Overview

Understanding Enterprise vs. Local Resources

Understanding Enterprise Resource Types

Creating Work Resources

  • Entering General Information
  • Changing Working Time
  • Entering Cost Information
  • Entering Resource Notes
  • Using the Custom Fields Page

Creating Non-Work Resources

  • Creating Material Resources
  • Creating Generic Resources
  • Creating Cost Resources
  • Creating Team Resources

Editing Existing Resources in the Enterprise Resource Pool

  • Creating an Ad Hoc Filter
  • Using AutoFilter
  • Checking Out Enterprise Resources for Editing

Adding New Enterprise Resources Using Active Directory Synchronization

Preparing to Import Enterprise Resources

  • Importing Resources from Active Directory
  • Importing Resources from Your Address Book  
  • Verifying a Windows Account for a Resource
  • Preparing Custom Field Data

Importing Enterprise Resources

Deactivating an Enterprise Resource

Module 04: Initial Project Server Configuration

Configuring Project Server 2007

Setting High-Level Enterprise Functionality

  • Specifying Enterprise Settings Options
  • Specifying Currency Settings Options
  • Specifying Resource Capacity Settings
  • Specifying the Resource Plan Work Day Option
  • Specifying the Project State Field Option

Configuring Alerts and Reminders

Setting Options for the OLAP Cube

  • Configuring the OLAP Cube

Configuring Events and Queuing

  • Adding Custom Event Handlers
  • Configuring the Queue

Configuring Database Backup

Configuring Quick Launch Menus

Module 05: Configuring Time and Task Tracking

Understanding Tracking

Defining Financial Periods

Defining Timesheet Periods

Configuring Timesheet Options

  • Creating Duplicate Timesheet Lines
  • Setting Timesheet Options

Configuring Administrative Time

Setting the Task Tracking Method

  • Specifying the Tracking Method
  • Locking Down Defaults
  • Setting the Reporting Display
  • Protecting User Updates AD Syllabus: Page 5 of 8
  • Defining a Current Task
  • Enabling the Gantt Chart View

Tips for Using Tracking Methods

  • Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining

Module 06: Configuring Project Server Security

Overview of Project Server Security

Setting Organizational Permissions

Understanding Global Permissions

Controlling Permissions with Categories and Groups

Managing Security through Categories

  • Creating a New Category
  • Deleting a Category

Summary of Default Category Settings

  • My Direct Reports
  • My Organization
  • My Personal Projects
  • My Projects
  • My Resources
  • My Tasks

Managing Permissions with Groups

  • Creating a New Group
  • Deleting a Group

Using and Managing Security Templates

  • Creating a New Security Template
  • Deleting a Security Template

Managing AD Synchronization for Groups

Managing User Accounts

  • Adding a User Account and Resource
  • Adding a User Account Only
  • Editing User Information
  • Deactivating a User Account

How Do I…?

Module 07: Building the Project Environment

Overview

Using Enterprise Project Templates

  • Creating an Enterprise Template
  • Creating a New Project from an Enterprise Project Template

Importing Projects and Templates

  • Changing the Project Owner and Manager

Building the OLAP Cube

Module 08: Creating and Managing Views

Overview of Creating Views

Creating Gantt Chart Formats

Creating Grouping Formats

Managing Project Web Access Views

  • Deleting Views
  • Copying and Modifying Views

Creating Custom Views in Project Web Access

  • Creating a Custom Project View
  • Creating a Custom Project Center View
  • Creating a Custom Resource Assignment View
  • Creating a Custom Resource Center View
  • Creating a Custom My Work View
  • Creating a Custom Resource Plan View
  • Creating a Custom Team Tasks View
  • Creating a Custom Team Builder View
  • Creating a Custom Timesheet View

Creating a Custom Data Analysis View

  • Using the Data Analysis Toolbars
  • Tips for Creating Data Analysis Views

Managing Enterprise Views in Project Professional 2007

Using the 4-Step Method to Create a New View

  • Select or Create a Table
  • Select or Create a Filter
  • Select or Create a Group
  • Create the New Custom View

Creating an Enterprise Cost View

  • Select or Create a Table
  • Select or Create a Filter
  • Select or Create a Group
  • Create the New View

Creating an Enterprise Resource Sheet View

Managing Views in the Enterprise Global

Module 09: Managing Windows SharePoint Services and Project Workspaces

Overview: Managing Windows SharePoint Services

  • What is Windows SharePoint Services?

Managing WSS Connections

Managing WSS Site Provisioning Settings

Managing WSS Sites

Using Site Administration for a WSS Site

  • Using the Administration Options
  • Using the Customization Options
  • Using the Manage My Information Options

Synchronizing Web Administrator Accounts

Connecting to a SharePoint Portal Server

Using WSS Central Administration

  • Getting More Information about WSS

Modifying Project Web Access Pages

  • Adding and Removing WebParts

Module 10: Creating a Custom Project Workspace Template

Creating a Column

Managing Project Workspace Views

  • Creating a Standard View
  • Creating a Calendar View
  • Creating an Access View
  • Creating a Datasheet View
  • Creating a Gantt View
  • Modifying Existing Views

Modifying List Settings

  • Specifying Title, Description, and Navigation Settings
  • Specifying Versioning Settings
  • Specifying Advanced Settings
  • Setting Content Types
  • Deleting a List Type
  • Saving a List as a Template
  • Specifying Workflow Settings
  • Specifying RSS Settings
  • Specifying Columns Settings
  • Specifying Views Settings

Managing the Project Workspace

  • Creating New Site Content
  • Editing a Project Workspace Page
  • Modifying the Site Settings

Saving and Applying the Custom Project Workspace Template

Module 11: Managing the Project Server Database

Checking in Enterprise Projects and Resources

  • Checking In Enterprise Projects and Resources in the SQL Server Database

Cleaning Up the Project Server Database

  • Deleting Projects
  • Deleting Resources
  • Deleting Task Assignments
  • Deleting Resource Task Updates
  • Deleting Status Report Responses

Backing Up and Restoring Single Projects

Managing the Queue

Monitoring Project Server Licenses

Monitoring Your Project Server

Module 12: Working with the Reporting Database

Understanding the Reporting Database

Connecting to the Reporting Database

Creating Custom Reports from the Reporting Database

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