Table of Contents
Introduction
Audience
At Course Completion
Prerequisites
Microsoft Certified Professional Exams
Student Materials
Course Outline
Introduction
Microsoft Project Server 2007 offers expanded communication and project
management capabilities to project-driven organizations. Microsoft Project is
no longer used exclusively by the project manager, but by various people in
different roles that relate to the project differently. A team member might want
to see the project SharePoint and use it as a communications tool, updating
tasks, reviewing control documents, identifying and resolving issues and risks.
Likewise, an executive might want to analyze a portfolio of projects that are
managed by several project managers in their department, and play what if games
with resources, or analyze their portfolio to determine which projects are
doing well and which are in trouble. A resource manager might want to take
responsibility for assigning their direct reports to projects based on skill
matching and availability, and provide an additional level of timecard
authorization. The project manager can leverage the power of the project server
to gain visibility into and manage all of their projects from the same Web
interface.
Configurable Product, Configurable Training
When you implement Microsoft Project Server 2007, you will configure it to
match the way your firm manages projects. Our training is designed around the
configurable functions in the product. That means your team will get trained on
your process using your data. For example, Microsoft Project offers several
methods of tracking progress including tracking actual hours vs. percent
complete.
A Rare Combination of Knowledge and Experience
SQLSoft+, in partnership with Versatile, provides the best instruction and
the best instructors on this new product. Our instructors have investigated all
the options the tool has to offer, and they've learned even more as they
installed and configured this product in customer organizations.
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Audience
- This 2 Day course is designed for Project Managers who
will use Microsoft� Project Server 2007 to manage projects from conception
to completion.
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At Course Completion
At the end of this course the student will be able to use Microsoft� Project
Server 2007 to manage projects from conception to completion.
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Prerequisites
Before attending this course, students must have Project Management
experience.
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Microsoft Certified Professional Exams
No MCP exam currently exists for this course.
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Student Materials
The student kit includes a comprehensive workbook and other necessary
materials for this class.
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Course Outline
Microsoft Project Server 2007 – Project Manager - Module
Outlines
1. Introduction
to Microsoft’s EPM Solution
a. Learning Objectives
b. Introduction
i. Enterprise Project Management Workflow
c. Resource Capacity Model
d. Value Tour: An Overview of Project Server Functionality
e. Product Architecture
f. Establishing Organizational
Standards
g. Module Summary
h. Lab
2. Microsoft Project Professional Client
a. Learning Objectives
b. Introduction
i. Module Role Focus: Project Manager
ii. Project Professional Workflow
iii. Publishing a Project Affects the
Resource Capacity Model
c.Value Tour: Project Professional within the EPM Solution
d. Project Professional communicates with Project Server
e. Users must have a Project Server Account
f. Saving and Publishing Projects
i. Save a Project
ii. Publish a Project
g. Find and Open a File
h. Check In and Check Out a Project
i.Working in Offline Mode
i. Build Team Assigns Enterprise Resources
i. Project Professional Build Team
Process: Select Team Resources
j. Managing Multiple Projects
i. Project Center
ii. Master Projects
iii. Creating Cross Project Links within a
Master Project
iv. Producing Multi-Project Reports for
Analysis
v. Saving and Closing a Master Project
vi. Manage Inter-Project Dependencies
viii. Establishing Inter-Project Dependency
k. Lab
3. Introduction to Project Web Access
a. Learning Objectives
b. Introduction
i. Module Role Focus: All Users
c. Project Web Access User Interface Basics
i. Logging on to PWA
ii. The Home Page Layout
iii.Action Bar Functions
iv. Settings
d. Views
i. Actions > Exporting Grid to Excel
iii. Actions > Print Grid
iii. Personal Settings
iv. Status Reports
e. Module Summary
f. Lab
4. Activity Plans and Proposals
a. Learning Objectives
b. Introduction
i. Module Role Focus: Project Manager
c.Value Tour: Manage with an Activity Plan
d. Create an Activity Plan
e. Assign Resources to an Activity Plan
i. Assign a Resource to Tasks
iii. Make a Resource Plan
iii. Edit Activity Plan Properties
f. PWA Proposals
i. SharePoint Project Task List
iii. Converting Proposals and Activity Plans
to Project Professional
g. Module Summary
h. Lab
5. Managing Enterprise Resources
a. Learning Objectives
b. Introduction
c.Value Tour: Staff the Enterprise and Staff Projects
d. Resource Information in Project Server 2007
i. View Resource Information: The Resource Center
iii. Create and Deactivate Resources
iii. View Resource Availability
iv. View Current Assignments
v. Define Resource Details
e. The Resource Capacity Model
i. The Resource Capacity Model Provides
the Framework
ii. EPM Workflow Is Integrated with the
Resource Capacity Model
iii. Enterprise Time: Defined by Base Calendars
iv.Personal Time: Defined by a Resource
Calendar
v.Actual Work: Task Updates Record Actual
Work
vi.Planned Work: Allocating Resources
viii. Building Project Teams and Making
Assignments using PWA
viii. Building Project Teams and Making
Assignments using Project Professional
ix.Allocate Resources Using a Resource
Plan
x.Allocate Resources Using Administrative
Working Time
xi.Team Assignment Pools
xiii. Remaining Availability
f.Resource Optimization Tools in
Project Professional
i.The Resource Substitution Wizard
g.Module Summary
h.Lab
i.Exercise 1
iii. Exercise 2
6. Submitting Timesheets
a.Learning Objectives
b.Introduction
i.Key concepts for Timesheets in Project
2007
iii. Module Role Focus: All Users and
Resource Managers
iii. Timesheets in the EPM Workflow
iv. Timesheet Impact on the Resource
Capacity Model
c. Value Tour: Timesheets Capture Actual Time
d. Timesheet Data
i. Understanding Timesheet Structure
ii. Submission and Approval
iii. Approving Timesheets
iv. Exploring the Actions Menu
e. My Timesheet List
i. Viewing My Timesheet List
ii. Creating a New Timesheet
f. Plan Administrative Time
i. Surrogate Timesheets
ii. Summary of PWA Timesheets
g. Lab
7. Approving Timesheets
a. Learning Objectives
b .Introduction
i. Task Reporting vs Timesheet Reporting
ii. Key concepts for Timesheets in Project
2007
iii. Module Role Focus: Resource Managers
iv. Timesheets in the EPM Workflow
v. Timesheet Impact on the Resource
Capacity Model
c. Value Tour: Approve Timesheets
d. Timesheet Approval Process
i. Accessing Timesheets for Review and
Approval
ii. Approving Submitted Timesheets
e. Administrative Time Requests
f. Recalling a Timesheet
g. Adjusting a Timesheet
h. Timesheet Implementation and Administration
i. Summary
j. Lab
8. Submitting Task Updates
a.Learning Objectives
b.Introduction
c.Value Tour: Report Progress Using a Task Update
d. Submitting Task Updates via My Tasks
i. Reporting Actual Status on Your Tasks
ii. Tracking Methods
iii. Hours Worked Per Period
e. Managing Task Status: Viewing Task Details with the
Assignment Details Page
f. Actions > Self-Assign Team
Tasks
g. Actions > Synchronize to Outlook
h. New > Personal Activities
i. New > Task: Creating a New
Task
j. Module Summary
k. Lab
9. Approving Task Updates
a. Learning Objectives
b. Introduction
c. Value Tour: Task Updates Enable Progress Reporting
d. Who Approves Task Updates?
e. View Task Update Approval Information
f. Approving Task Updates
g. Rejecting Task Updates
h. Task Update Approval Rules
i. Review and Publish Your
Approvals and Rejections
j. Module Summary
k. Lab
10. Collaboration
Tools
a. Learning Objectives
b. Introduction
c. Value Tour: PWA Collaboration Features
d. Top Level Navigation
e. Lists: Issues Risks
f. Issues: Problems That Need
Resolution
i. Actions that can be performed on
specific list items
ii. Link Item
g. Risks: Threats and Opportunities on the Horizon
h. Document Collaboration Features
i. Accessing, Updating and Managing
Documents
i. Using Microsoft Workflow
Foundation for Document Control
i. Other SharePoint Collaboration Tools
j. Lab
i. Exercise 1
ii. Exercise 2
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