Microsoft Project Server 2007 for Project Managers

Code: 50266
Category: Microsoft Project Server | Project MGT Training
Course duration: 2 days
Price:

50266: Microsoft Project Server 2007 for Project Managers (2 Days)

About this Course

This two-day instructor-led course provides students with the knowledge and skills to manage multiple projects and resources using Microsoft’s Enterprise Project Management (EPM) solution that includes Project Web Access, Project Server and Project Professional.

Audience Profile

This course is intended for project managers and other users that will leverage the full functionality of the EPM solution. The needs of functional managers, team members, and executives that will use only portions of the complete functionality can be satisfied with training that uses only some of the modules in this two day course. See these other titles in the Microsoft Learning courseware library for these audiences:

  • Microsoft Project Server 2007 Team Member
  • Microsoft Project Server 2007 Executive
  • Microsoft Project Server 2007 Resource Manager

At Course Completion

After completing this course, students will be able to:

  • Describe Enterprise Project Management, and how an organization can improve efficiency and productivity by focusing on EPM processes and technology.
  • Optimize the organization’s overall project resources that are shared across multiple projects.
  • Share project status, risk, and issue information among team members, project managers and executives.
  • Analyze actual project performance data compared to project baselines for all projects in an enterprise.
  • Provide executive level reports on key performance metrics.

Course Outline

Module 1: Introduction to Microsoft’s EPM Solution

This module introduces the student to enterprise project management and provides and overview of the benefits and functionality of Microsoft’s EPM solution.

Lessons

  • Introduction
  • Resource Capacity Model
  • Value Tour: An Overview of Project Server Functionality
  • Product Architecture
  • Establishing Organizational Standards

After completing this module, students will be able to:

  • Understand the benefits of the Project 2007 EPM solution for effective project management.
  • Have a knowledge of the basic components of the Project 2007 EPM Solution including Project Professional, Project Web Access, and Project Server.
  • Understand how the EPM Solution relates to roles, workflow and the resource capacity model.

Module 2: Microsoft Project Professional Client

This module focuses on the collaboration features within Microsoft Office Project Professional that enable users to share data with Project Server and connect to Project Web Access.

Lessons

  • Introduction
  • Value Tour: Project Professional within the EPM Solution
  • Project Professional communicates with Project Server
  • Users must have a Project Server Account
  • Saving and Publishing Projects
  • Find and Open a File
  • Check In and Check Out a Project
  • Build Team Assigns Enterprise Resources
  • Managing Multiple Projects

Lab : Microsoft Project Professional

  • Publish a project and view it in PWA
  • Take a project offline, work on it, and check it back in
  • Create a master project and produce a Cash Flow Visual Report
  • Establish cross-project dependencies
  • Use a deliverable to coordinate schedules among projects

After completing this module, students will be able to:

  • Understand the difference in functionality between Project Standard and Project Professional.
  • Understand the difference between the Project Global Template and the Enterprise Global Template.
  • Use Enterprise Options to create a Project Server account and connect to the project server.
  • Create, save and publish a project.
  • Create a project workspace.
  • Work with and save projects offline.
  • Manage inter-project dependencies

Module 3: Introduction to Project Web Access

This module explains the design of the user interface. All users – team members, executives, project managers, etc. – use PWA to access and enter the data stored in SharePoint and Project Server.

Lessons

  • Introduction
  • Project Web Access User Interface Basics
  • Views

Lab : Introduction to Project Web Access

  • Use filters/grouping to view projects in the Project Center
  • Use filters/grouping to view project resources
  • Use print grid

After completing this module, students will be able to:

  • Understand the function of PWA for collaboration and communication among project team members, project managers, and executives.
  • Log on to their PWA Home page.
  • Describe the functional areas of the Project Web Access Home page including the Quick Launch pane.
  • Use the Quick Launch pane to access common project activities involving tasks, timesheets, resources, and reports.
  • Understand the Actions menu and the elements that are common to all PWA views.
  • Use the Settings menu to customize data views including, Filter, Group, Search, and View Options.
  • Access and use functions in the Actions menu including Export PWA views to Excel and Print.
  • Adjust Personal Settings to control alerts.

Module 4: Activity Plans and Proposals

This module presents Activity Plans and Proposals – two methods of developing simple project plans with assigned resources that don’t require Microsoft Office Project Professional.

Lessons

  • Introduction
  • Value Tour: Manage with an Activity Plan
  • Create an Activity Plan
  • Assign Resources to an Activity Plan
  • PWA Proposals

Lab : Activity Plans and Proposals

  • Create a project Proposal
  • Assign resources to the Proposal
  • Create a Resource Plan for the Proposal
  • Convert the Proposal to a Project Professional plan

After completing this module, students will be able to:

  • Understand the trade-offs/benefits to planning a project in Project Professional vs. Project Web Access (PWA).
  • Define the terms SharePoint Project Task List, Activity Plan, and Proposal.
  • Understand the Enterprise Project Management (EPM) benefits to using Activity Plans and Proposals.
  • Understand how Activity Plans and Proposals affect the Resource Capacity Model and Workflow
  • Create and publish an Activity Plan.
  • Create and publish a Proposal.
  • Import a SharePoint Task List into a Proposal or Activity Plan.
  • Know why, and how, to convert a Proposal or an Activity Plan to Project Professional status.

Module 5: Managing Enterprise Resources

This module presents all the functionality that enables an enterprise to optimize project resources that are shared among multiple projects.

Lessons

  • Introduction
  • Value Tour: Staff the Enterprise and Staff Projects
  • Resource Information in Project Server 2007
  • The Resource Capacity Model
  • Resource Optimization Tools in Project Professional

Lab : Resource Plans and Task Assignments

  • Create an Activity Plan
  • Build a Resource Team
  • Make Task Assignments
  • Add named resources
  • View resource availability
  • Build a resource plan

Lab : Administrative Time

  • Create a calendar exception
  • View the impact of administrative time on resource availability

After completing this module, students will be able to:

  • Describe how Project Server uses a Resource Capacity Model to manage all the resources and work in the enterprise.
  • Describe how non-project activities such as company holidays, vacations, and operational work are accounted for in Project Server.
  • Describe how Project Server calculates the remaining availability of resources in the enterprise.
  • Describe the kinds of data recorded for each resource and how that data is used within Project Server.
  • Use Build Team to assign specific resources to projects, Activity Plans and Proposals.
  • Use a Resource Plan to allocate specific resources to a project.
  • Use Generic resources for developing resource requirement forecasts.
  • Use the Substitution Wizard to replace Generic resources with specific resources on a project.
  • View the availability of individual or groups of resources in the future.

Module 6: Submitting Timesheets

This module explains how submit actual time spent on work using Timesheets.

Lessons

  • Introduction
  • Value Tour: Timesheets Capture Actual Time
  • Timesheet Data
  • My Timesheet List
  • Plan Administrative Time

Lab : Submitting Timesheets

  • Plan administrative time using a Timesheet
  • Create a Timesheet
  • Submit a Timesheet
  • Recall and correct a Timesheet

After completing this module, students will be able to:

  • Understand the difference between timesheet reporting and task status reporting.
  • Define and describe the following terms: project time, non‑project/administrative time, non-working time.
  • Understand the structure and content of a timesheet.
  • Create and report against new tasks in the PWA Timesheet.
  • Report hours worked on assigned tasks using the PWA Timesheet.
  • Report non-project hours (administrative time, non-project work time, vacation time, sick time, etc).
  • Plan for future administrative time and be able to explain when it is appropriate.
  • Create a surrogate time sheet.
  • Recall a previously submitted timesheet.
  • Understand and use the Actions menu in PWA Timesheets.

Module 7: Approving Timesheets

This module explains how functional managers review and approve timesheet data that has been submitted by users within their span of control.

Lessons

  • Introduction
  • Value Tour: Approve Timesheets
  • Timesheet Approval Process
  • Administrative Time Requests
  • Recalling a Timesheet
  • Adjusting a Timesheet
  • Timesheet Implementation and Administration

Lab : Approving Timesheets

  • Generate a report of un-submitted Timesheets
  • Reject a Timesheet
  • Approve and adjust a Timesheet
  • Recall a Timesheet

After completing this module, students will be able to:

  • Use Project Web Access (PWA) to access, view, accept, reject, approve, recall, and adjust team member timesheets.
  • Understand the distinction between timesheet data (financial) and task reporting data (project scheduling).
  • Describe the workflow of submitting and approving timesheets.
  • Understand how timesheet data impacts the Resource Capacity Model.
  • Understand how timesheet status changes through approval routing.
  • Understand the value of timesheet data for reporting actual time spent by resources on billable/non billable work, project/non-project activities, and regular/overtime hours.

Module 8: Submitting Task Updates

This module explains the difference between Timesheets and Task Updates, and how to update the status of a task using Task Updates functionality.

Lessons

  • Introduction
  • Value Tour: Report Progress Using a Task Update
  • Submitting Task Updates via My Tasks
  • Managing Task Status: Viewing Task Details with theAssignment Details Page
  • Actions > Self-Assign Team Tasks
  • Actions > Synchronize to Outlook
  • New > Personal Activities
  • New > Task: Creating a New Task

Lab : Submitting Task Updates

  • Reject a task assignment
  • Assign yourself a team task
  • Enter actual hours for work performed
  • Review issues, risks and related assignments

After completing this module, students will be able to:

  • Describe where Task Updates fit in the Enterprise Project Management workflow
  • Describe how Task Updates affect the Resource Capacity Model
  • Navigate the My Tasks page and choose the Matrix view and Gantt view
  • View specifically assigned tasks
  • Report task progress using three different tracking methods:
    • Percent complete
    • Work done per period
    • Actual and remaining
  • Import time previously reported in a timesheet for use in a Task Update
  • Access assignment details on the Assignment Details page for detailed status reporting
  • Create a new task
  • Create a Personal Activity List
  • Self-assign Team Tasks
  • Re-assign Work to other users
  • Synchronize with Outlook

Module 9: Approving Task Updates

This module explains how a project manager uses Task Updates to communicate with team members that are submitting task status on projects.

Lessons

  • Introduction
  • Value Tour: Task Updates Enable Progress Reporting
  • Who Approves Task Updates?
  • View Task Update Approval Information
  • Approving Task Updates
  • Rejecting Task Updates
  • Task Update Approval Rules
  • Review and Publish Your Approvals and Rejections

Lab : Approving Task Updates

  • Publish task assignments
  • Report task status
  • Reject and approve tasks
  • Publish Updates

After completing this module, students will be able to:

  • Describe the task updates workflow and how it affects the Resource Capacity Model.
  • From their PWA Home page, access the task updates awaiting their review.
  • Manipulate the views to change the way task update information is presented.
  • Approve / reject task updates either manually or by applying pre-determined rules.
  • Approve / reject requests from team members for administrative time.
  • Create / revise task update approval rules.
  • Review and publish an updated project plan based on current team member task updates.

Module 10: Collaboration Tools

This module explains the collaboration functionality that comes with SharePoint that is built in to Project Web Access.

Lessons

  • Introduction
  • Value Tour: PWA Collaboration Features
  • Top Level Navigation
  • Lists: Issues & Risks
  • Issues: Problems That Need Resolution
  • Risks: Threats and Opportunities on the Horizon
  • Document Collaboration Features
  • Using Microsoft Workflow Foundation for Document Control

Lab : Tracking Issues and Risks

  • Create a risk and an issue
  • Close an issue
  • Connect risks, issues, and tasks
  • Manage a custom list

Lab : Project Documents

  • Open an existing document
  • Create and store a new document

After completing this module, students will be able to:

  • Use two examples of Lists – Risks and Issues – and be able to change the format of a list
  • Add, change, or delete a Risk or Issue, including assigning a Risk or Issue to other EPM users
  • Share, access, and update documents in SharePoint document libraries

Module 11: Enterprise Reports

This module explains the data analysis features that are available and the custom reports that are available using Project Server and Project Web Access.

Lessons

  • Introduction
  • Feature Tour

Lab : Enterprise Reports

  • Create a new data analysis view
  • Make a new On Demand report
  • Analyze a project

After completing this module, students will be able to:

  • Understand the Business Intelligence value of using Project Server Data Analysis tools to mine, aggregate, and organize the raw data stored on the Project Server.
  • Understand and define OLAP cubes, PivotTables, and PivotCharts.
  • Understand the installation requirements that enable Data Analysis views.
  • Understand that OLAP Cubes created vary in content, usage, and value to any project leadership role. In general the purposes are as follows.
  • Know how to use permissions to create custom views and to control access to views for report users in order to protect sensitive information.
  • Be able to access previously defined PivotTable and PivotChart views.
  • Be able to modify existing and/or create new data analysis views using the Tool Bar, Chart Wizard, and Actions menu.
  • Be able to export PivotTables to Excel.
  • Be able to use Excel as the client to access OLAP Data in PivotTables and PivotCharts.

There are no prerequisites for this course. It is recommended the student has completed the Mastering Microsoft Project 2007 course.

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