EPM: Planning and Implementing using Microsoft Project Server

What You will Learn?

This three-day course is designed to teach project managers how to effectively manage projects and resources in the Project Server 2010 environment.

  • Describe the stages of the project management process
  • Understand the Microsoft Project user interface
  • Understand the Microsoft Project Data Model as it relates to Views, Tables, Filters, and Groups
  • Understand and use the Project Web App user interface
  • Understand and use the Project Professional 2010 user interface
  • Create a project Proposal and attach a Resource Plan to the Proposal
  • Define and save a new enterprise project, open an enterprise project, and work with offline projects
  • Perform basic task planning and understand how to properly use task dependencies and task constraints
  • Add resources to a project team, assign resources to tasks, and level overallocated resources
  • Analyze the Critical Path and Task Drivers
  • Save a baseline and publish a project
  • Manage project Deliverables
  • Track time and task progress
  • Use Outlook to track task progress
  • Approve and update time, task progress, and administrative time requests
  • Analyze project variance, revise a plan, and manage project changes
  • Report on project progress using Visual Reports
  • Manage personal settings
  • Work with Risks, Issues, and Documents in a Project Site
  • Create and manage Status Reports
  • Analyze resource availability and view resource assignments in the Resource Center
  • View the project portfolio in the Project Center
  • Use views and reports in the Business Intelligence Center

What is this Course about?

This three-day course is designed to teach project managers how to effectively manage projects and resources in the Project Server 2010 environment. Participants will learn how to initiate proposals and projects in the Project Web App (PWA), collaborate with project sites, interact with display grids in the Project and Resource center, and manage task and timesheet updates. They will also learn how to work with the new Portfolio Management and Business Intelligence areas of Project Server 2010.

Who Should Attend?

Anyone who manages projects using Microsoft Project 2010 should take this course. We target this course at project managers, as well as those who function as project schedulers, PMO Staff or project support technicians.

Program Outline & Topics
  • Understanding the Project Management Process
  • Navigating in Microsoft Project 2010
  • Understanding the Microsoft Project Data Model
  • Understanding Views, Tables, Filters and Groups
  • What Is Microsoft Project Server 2010?
  • Enterprise Project
  • Enterprise Resource
  • Check In and Check Out
  • Portfolio Analyses
  • Portfolio Analysis
  • Using Enterprise Resource Management Tools
  • Understanding Enterprise Global Concepts
  • Understanding the Communications Life Cycle
  • Understanding Project Server Databases
  • Understanding Custom Fields
  • Understanding Tracking Methods
  • Understanding Business Intelligence
  • Using the Project Web App User Interface
  • Using the Project Professional 2010 User Interface
  • What is Project Types?
  • Understanding Phases and Stages
  • Understanding Project Detail Pages
  • Creating a New Project Proposal
  • Definition of a Proposal in Project Server 2010
  • Initiating a Proposal
  • Approving a New Project Proposal
  • Completing the Sample Workflow Proposal Details Stage
  • Moving a Proposal through Portfolio Selection
  • Creating a Resource Plan
  • Building a Team on a Resource Plan
  • Adding Resources to the Team on a Resource Plan
  • Creating a New Project from an Enterprise Template
  • Defining an Enterprise Project
  • Set the Project Start Date and Enterprise Field Values
  • Enter the Project Properties
  • Display the Project Summary Task
  • Set the Project Working Schedule
  • Set Options Unique to the Project
  • Save the Project
  • Opening and Closing Projects
  • Entering and Editing Tasks
  • Moving Tasks
  • Inserting Tasks
  • Deleting Tasks
  • Creating the Work Breakdown Structure (WBS)
  • Creating Milestones
  • Setting Task Dependencies
  • Using Lag Time and Lead Time with Dependencies
  • Understanding Schedule Warnings and Suggestions
  • Setting Task Constraints and Deadline Dates
  • Assigning Task Calendars
  • Estimating Task Durations
  • Understanding Enterprise Resources
  • Building a Project Team
  • Filtering Resources
  • Grouping Resources
  • Viewing Resource Information
  • Viewing Resource Availability
  • Adding Resources to Your Project Team
  • Matching and Replacing Resources
  • Using Proposed vs. Committed Booking
  • Using Local Resources in a Project Team
  • Assigning Resources Using the Task Entry view
  • Assigning Resources Using the Assign Resources Dialog
  • Understanding Other Factors in Assignment Planning
  • Assigning Cost Resources
  • Using the Team Planner View
  • Understanding Resource Over allocation
  • Locating Resource Over allocations
  • Levelling Over allocated Resources
  • Using a Levelling Methodology
  • Setting Levelling Options
  • Levelling an Over allocated Resource
  • Working with Project Baselines
  • Understanding Publishing
  • Setting Publishing Options
  • Publishing an Enterprise Project
  • Managing Project Deliverables
  • Tracking Time in Project Web App
  • Accessing Your Timesheet
  • Tracking Task Progress in Project Web App
  • Reporting Progress from the Tasks Page
  • Managing Tasks
  • Viewing Pending Approvals on the Home Page
  • Understanding the Approval Center
  • Approving Timesheets
  • Viewing and Adjusting Submitted Timesheets
  • Managing Administrative Time Requests
  • Viewing Task Updates
  • Task Update Processing
  • Calculating Variance
  • Analyzing Project Variance
  • Revising a Project Plan
  • Re-base lining Your Project
  • Using the Timeline with the Gantt Chart View
  • Using Visual Reports
  • Managing Alerts and Reminders for Yourself
  • Managing Alerts and Reminders for Your Resources
  • Managing My Queued Jobs
  • Understanding Project Sites
  • Tracking Project Risks
  • Managing Project Issues
  • Managing Project Documents
  • Requesting a Status Report
  • Responding to a Status Report Request
  • Using the Resource Center
  • Viewing Resource Availability
  • Viewing Resource Assignments
  • Using the Project Center
  • Editing Projects in Project Web App
  • Understanding Project Server 2010 Business Intelligence
  • Using the Project Server 2010 Business Intelligence Features
  • Dashboard Implementation Process
  • Dashboard Construction
  • Adding the Content Type to the Document Library
  • Create a Web Part Page
  • Adding Reports to the Dashboard


Deliverables

  • Student Handbook
  • Assignment and Exercises
  • Project Case Study
  • Templates and Checklists

Benefits

  • This course presents a good insight on how to implement Microsoft Project to create, update and control your projects using scheduling best practices. You’ll learn how-to and when-to use specific features to create effective schedules. The course is mapped to PMBOK® process groups and explains the corresponding Microsoft Project specific scheduling activities within that process groups. This course provides an in-depth treatment on using Microsoft Project 2010 with Microsoft Project Server 2010.
  • Using hands-on exercises and following the project management life cycle of defining, planning, and executing, students learn how to manage enterprise projects effectively during each stage of the life cycle. In addition, this course teaches the student how to master the powerful new features in Microsoft Project 2010, such as Manually Scheduled tasks, the Team Planner and Timeline views, and cancelling a task using the Inactivate feature.

Why ProjectingIT?

  • First Accredited Training Organisation ATO for Agile Project Management & PRINCE2® Certification and Trainings
  • Trained over 5000+ professionals on best practice project management
  • Accredited and Experienced Trainers
  • Hands-on training based on real time project scenarios
  • 2500+ Certified Professionals
  • Designed with maximum interactive group workshops
  • We don’t just talk about theory, we ‘walk the talk’
  • You take away with valuable course material, hand outs and templates to support you on your projects
  • Hands-on course based on real time scenarios and case studies
  • projectingIT are experts in EPM Microsoft Project Server 2010 Customized Training Courses and Workshops