Preparing to Configure Project Server

• Understanding the Initial Configuration Process
• Using the Project Web Access User Interface
• Using the Quick Launch Menu
• Using Context-Sensitive Menus
• Using the Action Bar
• Manipulating the Data Grid
• Printing the Data Grid
• Exporting the Data Grid to Excel
• The Project Web Access Administration Interface
• Setting Up a Login Account in Project Professional

Creating Custom Enterprise Fields and Calendars

• Using Custom Fields
• Why Enterprise Fields Are Important
• Understanding Enterprise Field Types
• Defining and Editing Lookup Tables
• Creating a Lookup Table
• Modifying an Existing Lookup Table
• Defining a Custom Field
• Making Fields Required
• Creating a Custom Field
• Displaying Graphical Indicators in Custom Fields
• Deleting a Custom Field or Lookup Table
• Modifying the Built-In Custom Fields
• Modifying the Cost Type Lookup Table
• Modifying the Health Lookup Table
• Modifying the RBS Lookup Table
• Creating the Team Name Lookup Table
• Planning for Matching Generic Resources
• Creating Enterprise Calendars
• Setting Company Holidays
• Setting the Daily Working Schedule
• Creating a New Base Calendar
• Importing a Base Calendar from a Project

Using the Enterprise Resource Pool

• Understanding Enterprise vs. Local Resources
• Understanding Enterprise Resource Types
• Creating Work Resources
• Entering General Information
• Changing Working Time
• Entering Cost Information
• Entering Resource Notes
• Using the Custom Fields Page
• Creating Resources
• Editing Existing Resources
• Creating an Ad Hoc Filter
• Using AutoFilter
• Checking Out Enterprise Resources for Editing
• Adding New Enterprise Resources
• Importing Resources
• Verifying a Windows Account for a Resource
• Preparing Custom Field Data
• Importing Enterprise Resources
• Deactivating an Enterprise Resource

Initial Project Server Configuration

• Configuring Project Server 2007
• Setting High-Level Enterprise Functionality
• Specifying Enterprise Settings Options
• Specifying Currency Settings Options
• Specifying Resource Capacity Settings
• Specifying the Resource Plan Work Day Option
• Specifying the Project State Field Option
• Configuring Alerts and Reminders
• Configuring the OLAP Cube
• Configuring Events and Queuing
• Adding Custom Event Handlers
• Configuring the Queue
• Configuring Database Backup
• Configuring Quick Launch Menus

Configuring Time and Task Tracking

• Understanding Tracking
• Defining Financial Periods
• Defining Timesheet Periods
• Configuring Timesheet Options
• Creating Duplicate Timesheet Lines
• Setting Timesheet Options
• Configuring Administrative Time
• Setting the Task Tracking Method
• Specifying the Tracking Method
• Locking Down Defaults
• Setting the Reporting Display
• Protecting User Updates
• Defining a Current Task
• Enabling the Gantt Chart View
• Tips for Using Tracking Methods
• Using Percent of Work Complete
• Using Actual Work Done and Work Remaining

Configuring Project Server Security

• Overview of Project Server Security
• Setting Organizational Permissions
• Understanding Global Permissions
• Controlling Permissions w/Categories and Groups
• Managing Security through Categories
• Creating a New Category
• Deleting a Category
• Summary of Default Category Settings
• My Direct Reports
• My Organization
• My Personal Projects
• My Projects
• My Resources
• My Tasks
• Managing Permissions with Groups
• Creating a New Group
• Deleting a Group
• Using and Managing Security Templates
• Creating a New Security Template
• Deleting a Security Template
• Managing AD Synchronization for Groups
• Managing User Accounts
• Adding a User Account and Resource
• Adding a User Account Only
• Editing User Information
• Deactivating a User Account

Building the Project Environment

• Using Enterprise Project Templates
• Creating an Enterprise Template
• Creating Project from a Project Template
• Importing Projects and Templates
• Changing the Project Owner and Manager
• Building the OLAP Cube

Creating and Managing Views

• Overview of Creating Views
• Creating Gantt Chart Formats
• Creating Grouping Formats
• Managing Project Web Access Views
• Deleting Views
• Copying and Modifying Views
• Creating Custom Views
• Using the Data Analysis Toolbars
• Tips for Creating Data Analysis Views
• Managing Enterprise Views in Project Professional
• Using the 4-Step Method to Create a New View
• Select or Create a Table
• Select or Create a Filter
• Select or Create a Group
• Create the New Custom View
• Creating an Enterprise Cost View
• Creating an Enterprise Resource Sheet View
• Managing Views in the Enterprise Global

Managing Windows SharePoint Services and Project Workspaces

• Overview: Managing Windows SharePoint Services
• Using Site Administration for a WSS Site
• Using the Administration Options
• Using the Customization Options
• Using the Manage My Information Options
• Synchronizing Web Administrator Accounts
• Connecting to a SharePoint Portal Server
• Using WSS Central Administration
• Getting More Information about WSS
• Modifying Project Web Access Pages
• Adding and Removing WebParts

Custom Project Workspace Templates

• Creating a Column
• Managing Project Workspace Views
• Modifying List Settings
• Setting Content Types
• Deleting a List Type
• Saving a List as a Template
• Specifying Settings
• Managing the Project Workspace
• Creating New Site Content
• Editing a Project Workspace Page
• Modifying the Site Settings
• Saving and Applying the Template

Managing the Project Server Database

• Checking in Enterprise Projects and Resources
• Cleaning Up the Project Server Database
• Deleting
• Backing Up and Restoring Single Projects
• Managing the Queue