Effectively Using Microsoft Project Server 2013

Course Outline

1. Overview – Project Server 2013 and SharePoint 2013

• What's New in SharePoint and Project Server 2013
• Cloud (Office 365) versus On-Premise Project Server 2013
• Platform Overview and Features
• Terminology in Project Server 2013
• Understanding the Queue

2. SharePoint Concepts

• The SharePoint Hierarchy
• Permissions Modes
• Lists and Libraries
• Workflows

3. Tasks Lists and Project Sites

• Creating Site Collections, Sites, and Sub-sites
• Customizing Permissions
• Adding Apps to a Site
• Working with Tasks Lists
• Using Document Sets

4. PWA – Project Web App 2013

• Track Your Work carousel web part
• Navigation and Getting Around
• Project Center Views, Filters, and Groupings
• Using the Data Grid

5. Configuring Enterprise Options

• Data Fields
  • Custom Fields
  • Lookup Tables
  • Graphical Indicators
  • Departments
  • Formulas
• Enterprise Calendars
• Time and Task Management Options
• Timesheets
• Views

6. Project Workflows and Governance

• Understanding Enterprise Project Types
• Working with Phases and Stages
• Creating Project Detail Pages
• Creating Site Templates
• Creating Project Templates
• Building Workflows

7. Working with Projects and MS Project

• Options for Editing Project Tasks
• Working with the Web Interface
• Working in Microsoft Project
  • Creating an Enterprise project
  • Importing a Local Project
  • Creating from an Enterprise template
• Managing Project Site Provisioning and Sites
• Connecting a SharePoint Task List to Project Server and MS Project
• Promote a SharePoint Task List to an Enterprise Project
• Converting Enterprise Project Types
• Managing Security

8. Resource and Assignment Planning

• Enterprise Resource Concepts
• Creating Resources
• Creating a Resource Plan
• Building a Project Team
• Using Task Types and Effort Driving Scheduling
• Cost Resources
• Using Team Planner
• Resource Overallocations
• Viewing Resource Availability
• Viewing Resource Assignments

9. Managing the Project

• Critical Paths
• Project Baselines
• Project Permissions

10. Working with Issues, Risks, and Deliverables

• Managing Issues
• Managing Risks
• Managing Deliverables

11. Tracking Time and Task Progress

• Tracking time Options
  • Single Entry
  • Double entry
• Using the Timesheet screen
• Submitting Timesheets
• Status and responses to Timesheets
• Approving Timesheets
• Using the Tasks Page in PWA
  • Reporting progress from Tasks Page
• Managing Task Updates
  • Approval Rules
• Reassigning work
  • Team Tasks

12. Status Reports

• Requesting a Status Report
• Submitting a Status Report
• Tracking Responses

13. Reporting and Business Intelligence

• What Is BI?
• Available Data in Project Server
• What is OLAP?
• Excel and Excel Services
• The BI Center and Sample Reports
• Creating Reports
• Visual Reports in Microsoft Project 2013

14. Portfolio Governance

• Understanding Demand Management
• Understanding Portfolio Management
• Configure Portfolio Options
  • Strategic Drivers
  • Driver Prioritization
• Project Dependencies
• Calculating Resource Capacity 
• Portfolio Analysis Tools
  • Creating an analysis
  • Analyzing Cost
  • Analyzing Resources
  • Saving a Scenario
  • Overriding project priority
  • Comparing Analyses