50266 - Microsoft Project Server 2007 for Project Managers |
|
|---|---|
| Course Code: | 50266 |
| Course Duration: | 2 days |
| Course Price: | 1360.00 |
| Availability: | |
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.
After completing this course, students will be able to:
• Describe Enterprise Project Management and how an organisation can improve efficiency and productivity by focusing on EPM processes and technology
• Optimise the organisation’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
Module 1: Introduction to Microsoft’s EPM Solution Lessons After completing this module, students will be able to: Module 2: Microsoft Project Professional Client Lessons Lab : Microsoft Project Professional After completing this module, students will be able to: Module 3: Introduction to Project Web Access Lessons Lab : Introduction to Project Web Access After completing this module, students will be able to: Module 4: Activity Plans and Proposals Lessons Lab : Activity Plans and Proposals After completing this module, students will be able to: Module 5: Managing Enterprise Resources Lessons Lab : Resource Plans and Task Assignments Lab : Administrative Time After completing this module, students will be able to: Module 6: Submitting Timesheets Lessons Lab : Submitting Timesheets After completing this module, students will be able to: Module 7: Approving Timesheets Lessons Lab : Approving Timesheets After completing this module, students will be able to: Module 8: Submitting Task Updates Lessons Lab : Submitting Task Updates After completing this module, students will be able to: Module 9: Approving Task Updates Lessons Lab : Approving Task Updates After completing this module, students will be able to: Module 10: Collaboration Tools Lessons Lab : Tracking Issues and Risks Lab : Project Documents After completing this module, students will be able to: Module 11: Enterprise Reports Lessons Lab : Enterprise Reports After completing this module, students will be able to:
This module introduces the student to enterprise project management and provides and overview of the benefits and functionality of Microsoft’s EPM solution.
• Introduction
• Resource Capacity Model
• Value Tour: An Overview of Project Server Functionality
• Product Architecture
• Establishing Organizational Standards
• 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
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.
• 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
• 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
• 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
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.
• Introduction
• Project Web Access User Interface Basics
• Views
• Use filters/grouping to view projects in the Project Center
• Use filters/grouping to view project resources
• Use print grid
• 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
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.
• Introduction
• Value Tour: Manage with an Activity Plan
• Create an Activity Plan
• Assign Resources to an Activity Plan
• PWA 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
• 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
This module presents all the functionality that enables an enterprise to optimize project resources that are shared among multiple projects.
• 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
• Create an Activity Plan
• Build a Resource Team
• Make Task Assignments
• Add named resources
• View resource availability
• Build a resource plan
• Create a calendar exception
• View the impact of administrative time on resource availability
• 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
This module explains how submit actual time spent on work using Timesheets.
• Introduction
• Value Tour: Timesheets Capture Actual Time
• Timesheet Data
• My Timesheet List
• Plan Administrative Time
• Plan administrative time using a Timesheet
• Create a Timesheet
• Submit a Timesheet
• Recall and correct a Timesheet
• 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
This module explains how functional managers review and approve timesheet data that has been submitted by users within their span of control.
• Introduction
• Value Tour: Approve Timesheets
• Timesheet Approval Process
• Administrative Time Requests
• Recalling a Timesheet
• Adjusting a Timesheet
• Timesheet Implementation and Administration
• Generate a report of un-submitted Timesheets
• Reject a Timesheet
• Approve and adjust a Timesheet
• Recall a Timesheet
• 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
This module explains the difference between Timesheets and Task Updates, and how to update the status of a task using Task Updates functionality.
• Introduction
• Value Tour: Report Progress Using a Task Update
• Submitting Task Updates via My Tasks
• Managing Task Status: Viewing Task Details with the Assignment Details Page
• Actions > Self-Assign Team Tasks
• Actions > Synchronize to Outlook
• New > Personal Activities
• New > Task: Creating a New Task
• Reject a task assignment
• Assign yourself a team task
• Enter actual hours for work performed
• Review issues, risks and related assignments
• 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
This module explains how a project manager uses Task Updates to communicate with team members that are submitting task status on projects.
• 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
• Publish task assignments
• Report task status
• Reject and approve tasks
• Publish Updates
• 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
This module explains the collaboration functionality that comes with SharePoint that is built in to Project Web Access.
• 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
• Create a risk and an issue
• Close an issue
• Connect risks, issues, and tasks
• Manage a custom list
• Open an existing document
• Create and store a new document
• 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
This module explains the data analysis features that are available and the custom reports that are available using Project Server and Project Web Access.
• Introduction
• Feature Tour
• Create a new data analysis view
• Make a new On Demand report
• Analyze a project
• 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
This course is intended for project managers and other users that will leverage the full functionality of the EPM solution.
There are no prerequisites for this course however it is recommended that students have completed the (50250) Mastering Microsoft Project 2007 course.