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Managing Enterprise Projects using Enterprise Project Server 2010

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Course duration

  • 3 Days

Course Outline

This Project Server 2010 class teaches experienced project managers to manage enterprise projects using Microsoft EPM platform.

The course content based on Managing Enterprise Projects Using Microsoft Project Server 2010 (978-1-934240-11-3). Each student will receive a copy of this book.

  • Learn to efficiently use Microsoft Project Server.
  • Learn to create project proposals.
  • Learn to define, plan, baseline, and publish an enterprise project and manage deliverables.
  • Understand the project updating process.
  • Understand variance analysis, plan revision, and reporting.
  • Learn how to use Project Web App to view enterprise project information.
  • Understand Project Server 2010 Business Intelligence.
  1. Introducing Microsoft Project Server
    1. What Is Microsoft Project Server?
    2. Understanding Project Management Theory
      1. Understanding Enterprise Project Management Terminology
    3. Understanding Project Server Terminology
      1. Enterprise Project
      2. Enterprise Resource
      3. Check In and Check Out
      4. Portfolio Analysis
      5. Portfolio Analyses
    4. Using Enterprise Resource Management Tools
    5. Understanding Enterprise Global Concepts
    6. Understanding the Communications Life Cycle
      1. Understanding SharePoint Collaboration Tools
    7. Understanding Project Server Databases
    8. Understanding Custom Fields
    9. Understanding Tracking Methods
    10. Understanding Business Intelligence
  2. Preparing to Use Project Server
    1. Using the Project Web App User Interface
      1. Logging into Project Web App from another Workstation
      2. Using the Quick Launch Menu
      3. Using the Ribbon Menus
      4. Applying and Working with Views
      5. Manipulating the Data Grid
      6. Printing the Data Grid
      7. Exporting the Data Grid to Excel
    2. Using the Project Professional 2010 User Interface
      1. Using the Backstage
      2. Using the Ribbon
      3. Collapsing the Ribbon
      4. Customizing the Ribbon
      5. Importing Custom Ribbon Settings
      6. Using the Quick Access Toolbar
    3. Creating a Login Account in Project Professional 2010
      1. Logging into Project Server from Project Professional 2010
  3. Creating New Proposed Projects
    1. Understanding Lifecycle Management
      1. Understanding Demand Management
      2. Understanding Decision Management
      3. Introducing Project Types
      4. Understanding Phases and Stages
      5. Understanding Project Detail Pages
      6. Creating a New Project Proposal
      7. Definition of a Proposal in Project Server 2010
      8. Initiating a Proposal
      9. Approving a New Project Proposal
      10. Completing the Sample Workflow Proposal Details Stage
    2. Moving a Proposal through Portfolio Selection
      1. Creating a Driver Prioritization
      2. Creating a Portfolio Analysis
      3. Editing an Existing Proposal
    3. Creating a Resource Plan
      1. Building a Team on a Resource Plan
      2. Adding Resources to the Team on a Resource Plan
      3. Modeling Resource Demand in a Resource Plan
      4. Importing Resources from a Resource Plan
      5. Using a Resource Plan during Project Execution
      6. Proposals Summary
  4. Creating Enterprise Projects
    1. Creating an Enterprise Project Using Project Professional 2010
    2. Importing a Local Project into Project Server 2010
    3. Creating a New Project from an Enterprise Template
    4. Defining an Enterprise Project
      1. Set the Project Start Date and Enterprise Field Values
      2. Enter the Project Properties
      3. Display the Project Summary Task
      4. Set the Project Working Schedule
      5. Set Options Unique to the Project
      6. Save the Project
    5. Understanding the Local Cache
      1. Adjusting Local Cache Settings
      2. Viewing Local Cache Contents
      3. Cleaning Up the Local Cache
      4. Resolving Local Cache Corruption
    6. Opening and Closing Projects
      1. Deleting or Renaming a Project
      2. Opening a Non-Enterprise Project
      3. Closing an Enterprise Project
    7. Working with Offline Projects
  5. Task Planning
    1. Understanding the Task Planning Process
    2. Auto-Wrapping Task Names
    3. Understanding Change Highlighting
    4. Understanding Manually Scheduled vs. Auto Scheduled Tasks
    5. Using Basic Task Planning Skills
      1. Entering and Editing Tasks
      2. Entering Manually Scheduled Tasks
      3. Moving Tasks
      4. Inserting Tasks
      5. Deleting Tasks
      6. Creating the Work Breakdown Structure (WBS)
      7. Creating Milestones
      8. Adding Task Notes and Cell Background Formatting
    6. Skills Review - Using Task Dependencies
      1. Understanding Task Dependencies
      2. Setting Task Dependencies
      3. Linking Manually Scheduled Tasks
      4. Removing a Task Dependency
      5. Using Lag Time with Dependencies
      6. Using Lead Time with Dependencies
      7. Understanding Schedule Warnings and Suggestions
      8. Using the Respect Links Feature
      9. Using the Task Inspector
    7. Skills Review - Setting Task Constraints and Deadline Dates
      1. Setting Constraints
      2. Adding Notes on Tasks with Constraints
      3. Understanding Planning Wizard Messages about Constraints
      4. Understanding Task Scheduling Changes
      5. Using Deadline Dates
    8. Skills Review - Applying Task Calendars
    9. Skills Review - Estimating Task Durations
    10. Planning for Known Fixed Costs
  6. Resource and Assignment Planning
    1. Understanding Enterprise Resources
    2. Building a Project Team
      1. Filtering Resources
      2. Grouping Resources
      3. Viewing Resource Information
      4. Viewing Resource Availability
      5. Adding Resources to Your Project Team
      6. Matching and Replacing Resources
      7. Using Proposed vs. Committed Booking
      8. Using Local Resources in a Project Team
    3. Assigning Resources to Tasks
      1. Assigning Resources Using the Task Entry View
      2. Assigning Resources Using the Assign Resources Dialog
    4. Understanding Other Factors in Assignment Planning
      1. Understanding the Duration Equation
      2. Understanding Task Types
      3. Understanding Effort Driven Scheduling
    5. Assigning Cost Resources
      1. Assigning a Budget Cost Resource
      2. Assigning an Expense Cost Resource
      3. Recommendations for Using Cost Resources
    6. Using the Team Planner View
      1. Dragging Tasks in the Team Planner View
      2. Changing Schedule Information in the Team Planner View
    7. Understanding Resource Overallocation
      1. Locating Resource Overallocations
    8. Leveling Overallocated Resources
      1. Using a Leveling Methodology
      2. Setting Leveling Options
      3. Leveling an Overallocated Resource
      4. Viewing Leveling Results
      5. Clearing Leveling Results
      6. Setting Task Priority Numbers
      7. Leveling an Overallocated Resource in the Team Planner View
      8. Leveling Resource Overallocations in a Task View
    9. Using the Resource Substitution Wizard
      1. Preparing a Project for the Resource Substitution Wizard
      2. Running the Resource Substitution Wizard
  7. Project Execution
    1. Analyzing the Critical Path
      1. Viewing the 'Nearly Critical' Path
    2. Working with Project Baselines
      1. Saving a Project Baseline
      2. Saving Over a Previous Baseline
      3. Clearing the Project Baseline
    3. Understanding Publishing
      1. Setting Publishing Options
      2. Publishing an Enterprise Project
      3. Changing the Status Manager for Task Assignments
      4. Delegating a Project to a Fellow Manager
      5. Acting as a Delegate for another Project Manager
      6. Setting Custom Permissions for a Project
    4. Managing Project Deliverables
      1. Adding a New Deliverable in Project Professional 2010
      2. Managing Deliverables in Project Web App
      3. Updating Deliverables in Project Professional 2010
    5. Adding a New Deliverable Dependency
  8. Tracking Time and Task Progress
    1. Tracking Time in Project Web App
      1. Single Entry Mode
      2. Double Entry Mode
      3. Standalone Modes
      4. Timesheet Items Tracked
    2. Accessing Your Timesheet
      1. Understanding the Timesheet Page
      2. Entering Time in the Timesheet
      3. Managing Timesheets
      4. Planning Time Away from Work
      5. Viewing the Submission Status
      6. Submitting a Timesheet for Approval
      7. Responding to a Rejected Timesheet
      8. Editing an Existing Timesheet
      9. Recalling a Submitted Timesheet
      10. Deleting a Timesheet
    3. Tracking Task Progress in Project Web App
      1. Understanding the Tasks Page
      2. Tasks Ribbon
      3. Grouping and Views
      4. Understanding the Assignment Details Page
    4. Reporting Progress from the Tasks Page
      1. Using Percent of Work Complete
      2. Best Practice: Using Percent of Work Complete
      3. Using Actual Work Done and Work Remaining
      4. Best Practice: Using Actual Work Done and Work Remaining
      5. Using Hours of Work Done per Period
      6. Best Practice: Using Hours of Work Done per Period
      7. Reporting Progress from the Assignment Details Page
      8. Importing Progress from the My Timesheet Page
    5. Managing Tasks
      1. Reassigning Work to another Resource
      2. Self-Assigning Team Tasks
      3. Creating a New Task
      4. Add Yourself to a Task
      5. Removing Tasks
    6. Updating tasks through Outlook
  9. Approving Time and Task Progress
    1. Approvals
    2. Home Page
    3. Approval Center
      1. Approval Center Information
    4. Approving timesheets
      1. Approving a timesheet using Summary Data
      2. Rejecting a timesheet using Summary Data
      3. Approve Timesheet Lines using Detailed Data
      4. Reject Timesheet Lines using Detailed Data
      5. Recalling an Approved Timesheet
      6. Viewing Unsubmitted Timesheets
    5. Viewing and Adjusting Submitted Timesheets
      1. Adjusting Timesheet Updates
    6. Managing Administrative Time Requests
      1. Approve Administrative Time Requests
      2. Rejecting Administrative Time Requests
    7. Viewing Task Updates
    8. Task Update Processing
      1. Review Task Updates
      2. Reject Task Updates
      3. Approve Task Updates
      4. Approving Task Updates in Project Professional 2010
      5. Rescheduling Uncompleted Work in Past Reporting Periods
      6. Updating Expense Cost Resource Information
      7. Publishing the Latest Schedule Changes
    9. Using Status Updates History Page and Approval Rules
      1. Viewing Status Updates History Page
      2. Managing Rules for Accepting Task Updates
    10. Closing Tasks to Update
    11. Axioms for Success with Tracking Progress
  10. Variance Analysis, Plan Revision, and Reporting
    1. Understanding Variance
      1. Understanding Variance Types
      2. Calculating Variance
    2. Analyzing Project Variance
      1. Analyzing Date Variance
      2. Analyzing Work Variance
      3. Analyzing Cost Variance
    3. Revising a Project Plan
      1. Potential Problems with Revising a Plan
    4. Using a Change Control Process
      1. Inserting New Tasks in a Project
    5. Rebaselining Your Project
      1. Backing Up an Original Baseline
      2. Baselining Only Selected Tasks
      3. Rebaselining the Entire Project Using an Alternate Baseline
    6. Using the Gantt with Timeline View
      1. Adding a Task to the Timeline
      2. Formatting the Timeline View
      3. Adding Tasks Using the Contextual Format Ribbon
      4. Exporting the Timeline View
    7. Using Visual Reports
      1. Viewing a Visual Report
      2. Customizing a Microsoft Excel Visual Report
      3. Customizing a Microsoft Visio Visual Report
  11. Managing Personal Settings
    1. Personal Settings Overview
    2. Managing Alerts and Reminders for Yourself
    3. Managing Alerts and Reminders for Your Resources
    4. Managing My Queued Jobs
    5. Manage Delegates
    6. Act as Delegate
  12. Collaborating with Project Sites
    1. Understanding Project Sites
    2. Tracking Project Risks
      1. Creating a New Risk
      2. Working with Existing Risks
      3. Working with Risk List Views
      4. Viewing and Editing Existing Risks
      5. Deleting a Risk
      6. Restoring a Deleted Risk from the Recycle Bin
    3. Managing Project Issues
      1. Creating a New Issue
      2. Viewing and Editing Existing Issues
      3. Working with Version History
    4. Viewing Your Assigned Issues and Risks
    5. Managing Project Documents
      1. Viewing and Creating Document Libraries
      2. Uploading Documents to a Document Library
      3. Creating a New Folder in a Documents Library
    6. Working with Existing Documents in a Documents Library
      1. Viewing and Editing Document Properties
      2. Checking Out a Document Manually
      3. Working with Document Copies
      4. Editing a Document
      5. Viewing the Version History for a Document
      6. Deleting Documents and Document Versions
      7. Sending a Document to another Location or Application
      8. Subscribing to E-Mail Alerts about a Document
    7. Accessing a Project Site from Project Professional 2010
    8. Working with other SharePoint Lists
      1. Working with the Task List
      2. Creating New Tasks
      3. Working with Existing Tasks
      4. Using the Calendar List
      5. Creating a New Calendar Event
      6. Creating a Meeting Workspace for an Event
      7. Working with Existing Calendar Events
    9. Connecting SharePoint Calendars to Outlook
    10. Using Team Discussions
      1. Creating a New Team Discussion
      2. Working with a Team Discussion
    11. Working with Alerts in SharePoint
    12. Subscribing to an RSS Feed
  13. Managing Project Sites
    1. Introducing Project Site Management
      1. Important SharePoint Concepts
    2. Creating and Modifying Project Site Columns
      1. Managing List and Library Metadata
      2. Creating a New Column
      3. Modifying or Deleting an Existing Column
      4. Creating a New Site Column
      5. Modifying or Deleting an Existing Site Column
      6. Adding a Site Column to a List
      7. Removing a Site Column from a List
      8. Controlling Column Ordering in Forms
    3. Managing List and Library Views
      1. Modifying or Deleting an Existing View
      2. Creating a New Standard View
      3. Creating a New Calendar View
      4. Creating a New Access View
      5. Creating a New Datasheet View
      6. Creating a New Gantt View
      7. Creating a New View Based on an Existing View
    4. Modifying List and Library General Settings
      1. Specifying Title, Description, and Navigation Settings
      2. Specifying List Versioning Settings
      3. Specifying List Advanced Settings
      4. Specifying Rating Settings
      5. Deleting a List
      6. Specifying RSS Settings
    5. Creating New Lists and Libraries
      1. Creating a New Contacts List
      2. Creating a New Links List
      3. Creating a New Project Tasks List
      4. Creating a New Custom List
      5. Creating a New Custom List by Importing a Spreadsheet
      6. Creating a New Document Library
      7. Creating a New Wiki Page Library
      8. Creating a New Picture Library
      9. Creating a New Slide Library
    6. Creating and Editing Pages
      1. Editing the Project Site Home Page
      2. Creating a New Web Part Page
      3. Creating a New Content Page
    7. Managing Project Site Settings
      1. Specifying Site Navigation and Menu Settings
      2. Specifying Site Theme Settings
  14. Working with Status Reports
    1. Requesting a Status Report
      1. Editing and Deleting Status Reports
    2. Responding to a Status Report Request
      1. Submitting an Unrequested Status Report
      2. Viewing the Status Report Archive
    3. Viewing Status Report Responses
      1. Viewing Unrequested Status Reports
  15. Working in the Resource Center
    1. Using the Resource Center
      1. Applying Resource Center Views
      2. Selecting and Deselecting Resources
    2. Viewing Resource Availability
    3. Viewing Resource Assignments
    4. Editing Resource Details
      1. Editing Details Individually for a Group of Resources
      2. Editing Resource Information in Project Professional 2010
  16. Working with the Project Center and Project Views
    1. Using the Project Center
      1. Using the Projects Ribbon in the Project Center
      2. Using Project Center Views
      3. Working with Detailed Project Views
    2. Editing Projects in Project Web App
      1. Opening Projects in Project Professional 2010 from the Project Center
      2. Opening Multiple Projects to Create a Master Project
      3. Editing Individual Projects in Project Web App
      4. Renaming a Project using Project Web App
      5. Editing the Project Schedule in Project Web App
      6. Limitations when Editing Projects in Project Web App
      7. Tips for Editing Projects in Project Web App
      8. Checking In a Project from Project Web App
      9. Closing Tasks to Updates
      10. Setting Project Permissions
      11. Understanding Show/Hide Options
      12. Navigating to the Project Site
      13. Project Center Summary
  17. Working with Business Intelligence
    1. Understanding Project Server 2010 Business Intelligence
      1. What is Business Intelligence?
      2. Levels of Business Intelligence
      3. Common Business Intelligence Needs
    2. Understanding the Project Server 2010 Business Intelligence Features
      1. Understanding Available Data
      2. Understanding the Toolset
      3. Understanding Sample Content
      4. Built-In Sample Reports
      5. Report Templates
      6. Office Data Connections
    3. Using the Project Server 2010 Business Intelligence Features
      1. Viewing Reports
      2. Creating a Report
      3. Edit the Report
      4. Publish the Report
      5. Applying Basic Formatting
      6. Adding Fit and Finish Formatting
      7. Using the Design Tab
      8. Working with the Options Tab
      9. Working with Field Settings
      10. Applying Grouping
      11. Summarizing Values
      12. Advanced Formatting
    4. Understanding Dashboards
      1. Dashboard Components
      2. Dashboard Implementation Process
      3. Dashboard Construction
      4. Adding the Content Type to the Document Library
      5. Create a Web Part Page
      6. Adding Reports to the Dashboard
      7. Add the Choice Filter Web Part
      8. Connect the Page Filter to the Excel Web Access Web Parts
    5. Business Intelligence Summary

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