Microsoft Project Server 2013 for Project Managers

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6ac65b31-35bf-e711-8b1b-00155d0a14062018-04-26T08:00:00Z890.000000000000029:00 AM4:00 PMExton6ac65b31-35bf-e711-8b1b-00155d0a1406
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Overview

​​Successful project management has always required the training of Project Managers along with the effective use of tools.  Microsoft Project and Microsoft Project Server has always been a part of successful projects and now, with 2013, it continues to grow and offer increased functionality and benefits.  Is it challenging to get an up-to-date view of all the projects in your team? Do you want to make sure everyone is focused on the right priorities? Do you manage a large portfolio of projects and want to roll out a structured governance process?  Then Microsoft Project Server is the right tool and class for you!

Intended Audience

​​This course is for anyone:

  • That is a Project Manager and has responsibilities for a single or multiple projects and must manage and administrate them within an established Project Server environment.
  • That is a Project Manager and currently does not manage or administrate projects in a Project Server environment but needs to learn to do so.

At Completion

​​Students will be able to successfully interact with the Project Server environment for their projects.  They will be able to effectively leverage the various components to increase project success through increased visibility and project team collaboration.


Prerequisites

Students should have a basic understanding of PCs and basic navigation such as Windows Explorer, and using Windows 7, Windows 8.x, or Windows 10.

Students should have a basic understanding of Internet Explorer and basic navigation

Springhouse-sponsored Microsoft Project 2013 Level 1 or global equivalent

(Suggested but not required) Springhouse-sponsored Microsoft SharePoint 2013 for End Users


Exams & Certifications

​​None but module exercises are available


Materials

​Each student is provided a student workbook

Access to a Project Server environment via a PC is provided by Springhouse or the customer, if provided onsite


Course Outline

1 GETTING STARTED

1.1 GETTING STARTED

  • 1.1.1 Intended student
  • 1.1.2 Course Objectives

 

2 INTRODUCTION

2.1 WHAT IS MICROSOFT PROJECT SERVER?

  • 2.1.1 Background
  • 2.1.2 Project Server 2013
  • 2.1.3 Project Server
  • 2.1.4 Capabilities
  • 2.1.5 Terminology

2.2 FLOW OF PROJECT INFORMATION

 

3 USING PROJECT SERVER

3.1 OVERVIEW

  • 3.1.1 Home
  • 3.1.2 Quick Launch menu

 ACTIVITY 1 EXPLORING THE PROJECT SERVER ENVIRONMENT

 

4 CONFIGURING PROJECT SERVER

4.1 CONFIGURING PROJECT PROFESSIONAL

4.2 PERSONAL SETTINGS

  • 4.2.1 Menu Bar

4.3 APP PARTS & TILES

  • 4.3.1 Get Started with Project Web App
  • 4.3.3 Track your work

ACTIVITY 2 EXPLORING PERSONAL SETTINGS AND APP PARTS

4.4 PROJECT COMPONENTS

  • 4.4.1 Enterprise Project Types

 

5 CREATING AND OPENING A PROJECT

5.1 CREATING AN ENTERPRISE PROJECT

  • 5.1.1 Using the Get Started App Part

5.2 CREATING A PROJECT FROM SHAREPOINT

5.3 CREATING A PROJECT FROM THE PROJECT CENTER

  • 5.3.1 New SharePoint Task List or Enterprise Project
  • 5.3.2 In Project Professional

5.4 IMPORTING A LOCAL PROJECT SCHEDULE INTO PROJECT SERVER

  • 5.4.1 The Import Wizard

5.5 CREATING AN ENTERPRISE PROJECT FROM PROJECT PROFESSIONAL

5.6 ADDITIONAL PROJECT PROFESSIONAL ITEMS

  • 5.6.1 Checking Progress of Task Updates
  • 5.6.2 Checking in/out Projects
  • 5.6.3 Close and Check-in Projects
  • 5.6.4 Opening an Existing Project

5.7 CACHE

  • 5.7.1 Viewing Local Cache
  • 5.7.2 Cleaning the Cache

ACTIVITY 3 CREATING A NEW PROJECT

ACTIVITY 4 EDITING AN ENTERPRISE PROJECT

5.8 OPENING A PROJECT SERVER PROJECT

  • 5.8.1 Opening a project using Project Server

5.9 BUILDING A PROJECT TEAM

  • 5.9.1 Choosing Enterprise Resources

ACTIVITY 5 BUILDING A PROJECT TEAM

ACTIVITY 6 ASSIGNING ENTERPRISE RESOURCES TO TASKS

5.10 WORKING OFFLINE

5.11 CONFIGURING CUSTOM PERMISSIONS

5.12 RESOURCE ENGAGEMENTS

  • 5.12.1 Definition
  • 5.12.2 Introduction
  • 5.12.3 Requirements
  • 5.12.4 Engagements for the Project Manager
  • 5.12.5 Engagements for the Resource Manager
  • 5.12.6 Configuring Resources for Engagements
  • 5.12.7 Process Flow for Resource Engagements
  • 5.12.9 Assigning Resources to Project Activities Without an Engagement
  • 5.12.10 Create/Edit/View Engagements in PWA
  • 5.12.11 Approving Engagements with Modification
  • 5.12.12 The Resource Plan view
  • 5.12.13 The Task Usage view with Engagements
  • 5.12.14 Engagements at wider scale
  • 5.12.15 Summary – Engagements

 

6 PROJECT TO PROJECT RELATIONSHIPS

6.1 INTRODUCTION

6.2 PROJECT DELIVERABLES

  • 6.2.1 Adding a New Deliverable
  • 6.2.2 Managing Deliverables via Project Web App (PWA)
  • 6.2.4 Creating Deliverables via Project Web App (PWA)
  • 6.2.5 Editing a Deliverable in PWA
  • 6.2.6 Deleting a Deliverable in PWA
  • 6.2.7 Updating Deliverables in Project Professional

6.4 PROJECT EXTERNAL DELIVERABLE DEPENDENCY

ACTIVITY 7 CREATING A DELIVERABLE AND DEPENDENCY

 

7 USING PROJECT SERVER

7.1 INTRODUCTION

7.2 TASKS

7.3 TASK UPDATES

  • 7.3.1 Reassigning a Task
  • 7.3.2 Task Updates

ACTIVITY 8 TASK UPDATES

7.4 TIMESHEETS

  • 7.4.1 Administrative Time
  • 7.4.2 Timesheet Entry

ACTIVITY 9 EXPLORING YOUR TIMESHEET

7.5 RESOURCE CENTER

  • 7.5.1 Viewing Individual Resource Assignments and Availability

7.6 RECORDING RESOURCE ABSENCES

  • 7.6.1 Defining a resource's availability
  • 7.6.2 Individual resource calendar exceptions

7.7 PROJECT SITES

  • 7.7.1 Notebook
  • 7.7.2 Documents
  • 7.7.3 Project Site Tasks
  • 7.7.4 Calendar
  • 7.7.5 Risks
  • 7.7.6 Issues

ACTIVITY 10 EXPLORING THE PROJECT SITE

 

8 ADDITIONAL PROJECT SERVER FEATURES

8.1 STATUS REPORTS

8.2 DELEGATION OF APPROVALS

  • 8.2.1 Creating a delegation
  • 8.2.2 Acting as a Delegate

8.3 ALERTS

  • 8.3.1 Creating a document alert

8.4 REPORTS

  • 8.4.1 Earlier reporting options
  • 8.4.2 Project Professional Reporting
  • 8.4.3 OData Reporting using Project Server

 

 

Microsoft Project Server 2013 for Project Managershttp://springhouse.com/course-catalog/MS_PROJSVR2013PMMicrosoft Project Server 2013 for Project Managers

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