Effectively Using Microsoft Project Server 2013

This class is packed with hands-on labs to re-enforce class topics and provide you with the skills to successfully manage your project portfolio and individual projects. You'll learn best practices for implementing Project Server project management sites in SharePoint 2013, and practical ideas for implementing the solutions within you organization.

Retail Price: $1,995.00

Next Date: Request Date

Course Days: 3


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About this Course

This class is packed with hands-on labs to re-enforce class topics and provide you with the skills to successfully manage your project portfolio and individual projects. You'll learn best practices for implementing Project Server project management sites in SharePoint 2013, and practical ideas for implementing the solutions within you organization.

Audience Profile

  • Project Managers
  • Project Directors/PMO Directors
  • Data Analysts
  • Product Managers
  • Operations Managers
  • Other Project Team Members

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


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