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Tool Based Training Tool Based Training

Microsoft Project Server (Implementing Enterprise Portfolio Management)
- Three-Day Seminar

We recommend a working knowledge of Microsoft Project to take this class.

1.0 Introducing Microsoft Project Server

  • Getting Started with Project Server
  • The Project/Project Server Workflow
  • Project Team Collaboration Tools
  • Advanced Analysis
  • Portfolio Modeling
  • Resource Tools
  • Choosing to Implement Project Server
  • The Benefits of a Project Management Tool
  • Configuring Project for Your Business
  • The Challenges of Moving to a Project
  • Management Tool

2.0 An Implementation Framework

  • The Last Entry on the Administration Page
  • EIF Overview
  • EIF Trilogy
  • Enhancing the EIF

3.0 Requirements Gathering

  • Your First Iteration
  • Determine Process Improvement Requirements and Goals
  • Determine Core Requirements
  • Define Training Requirements
  • Project Templates
  • Project Files
  • Define Noncore Requirements
  • Add System Design Information

4.0 Designing a Physical Deployment

  • Choosing Hardware
  • Environment Requirements
  • Using Project and Project Server-Across
  • Low-Bandwidth Connections
  • Scaling Project Server Deployments
  • Strategizing Your Growth Path

5.0 Installation and Share Point Team Services and Project Server

  • Before Beginning the Installation Process
  • Installation Preparation
  • Installing STS and Project Server
  • Post installation Steps
  • Verifying Project Server/STS Interoperability
  • Installing Project Professional
  • Installing SQL Decision Support Objects

6.0 Installation Troubleshooting

  • Troubleshooting Share Point Team Services Installation
  • Resolving Project Server Installation Issues
  • When You Can't Connect to Project Server through the Browser
  • When Project Professional Doesn't Connect to Project Server
  • Uninstalling STS
  • Uninstalling Project Server
  • Backing up and Restoring Project Server and STS

7.0 Advanced Installation Techniques

  • Creating Multiple Project Server Instances
  • Understanding Registry Keys that Relate to Your Project Server Installation
  • Distributing Project Server Components
  • Restoring an STS Implementation to a Different Server

8.0 Getting Started with Project Server Configuration

  • Understanding Project Server's Language
  • Understanding Publishing in Project Server
  • Understanding Enterprise Global Concepts
  • Getting Familiar with the Project Web Access Administration Interface
  • Getting Familiar with Configuration Selections in Project Professional Edition
  • Understanding Custom Outline Codes and Custom Fields

9.0 Configuring Project Server Application Options

  • Setting Options for Enterprise Features
  • Setting Options for OLAP and Resource Availability Tables
  • Setting Base URL Paths for Project Server
  • Configuring Project Web Access Menus
  • Configuring Tracking Method Settings
  • Configuring Gantt Chart Formats and Grouping Formats
  • Configuring Non-project Time Categories
  • Setting Default Working Times for the Enterprise
  • Adding Simple Home Page Content and Links Establishing Project Versions
  • Specifying User Authentication and Password Length
  • Managing Your Licenses

10.0 Configuring Project Server Security

  • Global Permissions Essentials
  • Controlling Global Permissions Globally
  • Working with Permissions in Groups and Categories
  • Setting Permissions with Security Templates
  • Working with Categories
  • Understanding the Group/Category Cross-Connect
  • Working with the Resource Manager Relationship
  • All about User Accounts

11.0 Building an Enterprise Resource Pool

  • The Importance of the Pool
  • Local vs. Enterprise Resources
  • Understanding Enterprise Resource Types
  • Your Resource Availability Decision Is Due
  • Setting up Skill codes and Other Resource Keys
  • Opening the Resource Pool
  • Working with Individual Resources
  • Coalescing Your Resource Pool Input
  • Adding Resources from Active Directory or Your Company Address Book
  • Verifying a Windows Account
  • Preparing Custom Field and Outline Code Data
  • Importing Resource Information Completing the Pool Build

12.0 Establishing the Project Environment and Configuring Project Server Views

  • Importing Projects
  • Controlling the Project Environment with Templates
  • Determining Timesheet (Published) Fields
  • Building the Cube and Publishing Resource Availability
  • Creating and Modifying Project Server Views
  • Adding Views Created Externally to Your System

13.0 Building Project Plans and Project Teams

  • Creating an Enterprise Project
  • Opening and Closing Project Plans
  • Taking Projects on the Road
  • Building a Team
  • Assigning Resources
  • Leveling Resources
  • Using the Resource Substitution Wizard
  • Understanding Project Server Publishing
  • Requesting Task Progress outside the Normal Flow

14.0 Tracking Progress through Project Web Access

  • Working with Tasks in Project Web Access
  • Understanding the Timesheet View
  • Reporting Progress through the Timesheet
  • Using Other Timesheet Functions
  • Applying Updates in Project Web Access
  • Setting Rules for Accepting Task Updates

15.0 Working Collaboratively Through Project Web

  • Access
  • Using Features from the Project Web Access Home Page
  • Working with Documents and Issues
  • Modifying Issues Lists and Document Libraries
  • Requesting and Responding to Status Reports

16.0 Viewing and Analyzing Resource and Project Information

  • Working in the Resource Center
  • Working in the Project Center

17.0 Managing Project Server

  • Managing SharePoint Team Services
  • Checking in Enterprise Resources and Projects
  • Cleaning Up the Project Server Database
  • Permanently Removing a Resource
  • Renaming a Project
  • Monitoring Your Server

18.0 Customizing the Project Guide

  • Introduction to the Project Guide
  • Components of the Project Guide
  • The Project Guide in Action
  • Project Guide Architecture
  • Customizing the Project Guide
  • Deploying Project Guides


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