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Managing Enterprise Projects Using Project Server 2007

3 day course

View Detailed Outline in PDF Format
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Managing Enterprise Projects using Microsoft Office Project Server 2007 takes your Microsoft Project competency to the Enterprise level. The field of Enterprise Project Management (aka EPM) presents many new challenges, even for the experienced user of Microsoft Project. In this course, you learn through hands-on exercises how to use Project Server 2007 in a step by step process to manage enterprise projects effectively. Focusing on how to use Microsoft Project Professional 2007 and Project Web Access for project tracking and team collaboration, you learn everything from the basics of EPM tracking methods to the subtleties of mining information in the system.

Course Topics:

(for a full detailed outline, visit our PDF link above)

Introducing Microsoft Project Server

  • What Is Microsoft Office Project Server?
  • Understanding Project Management Theory
  • Enterprise Project and Enterprise Resource
  • Check In and Check Out
  • Understanding the Communications Life Cycle
  • Understanding Custom Fields
  • Understanding Tracking Methods

Preparing to Use Project Server

  • Using the Project Web Access User Interface
  • Manipulating the Data Grid
  • Exporting the Data Grid to Excel
  • Creating a Login Account in Project Professional

Working with Proposals and Activity Plans

  • Creating and Editing Proposals
  • Creating an Activity Plan
  • Creating and Using a Resource Plan
  • Building a Team
  • Manually Adding Resources to the Team
  • Assigning Resources to Tasks
  • Publishing a Proposal or Activity Plan

Creating Enterprise Projects

  • Converting a Proposal to an Enterprise Project
  • Creating and Defining an Enterprise Project
  • Display the Project Summary Task
  • Set the Project Working Schedule
  • Set Options Unique to the Project
  • Working with Offline Projects
  • Importing Projects

Task Planning

  • Understanding Change Highlighting
  • Planning Project Tasks
  • Moving, Inserting, Editing, and Deleting Tasks
  • Creating the Work Breakdown Structure (WBS)
  • Creating Milestones
  • Task Notes and Cell Background Formatting
  • Using Task Dependencies
  • Setting Constraints and Deadline Dates
  • Assigning Task Calendars
  • Estimating Task Durations

Resource and Assignment Planning

  • Understanding Enterprise Resources
  • Building a Project Team
  • Working with Resources in the Build Team Dialog
  • Using Proposed vs. Committed Booking
  • Understanding the Duration Equation
  • Understanding Task Types
  • Understanding Effort Driven Scheduling
  • Assigning Cost Resources
  • Using the Resource Substitution Wizard
  • Using a Leveling Methodology

Project Execution

  • Analyzing the Critical Path
  • Understanding Task Drivers
  • Working with Project Baselines
  • Publishing an Enterprise Project
  • Using the Status Manager for Task Assignments
  • Managing Project Deliverables

Tracking Time and Task Progress

  • Tracking Time in Project Web Access
  • Creating and Working with Timesheets
  • Tracking Task Progress in Project Web Access
  • Reporting Progress
  • Importing Progress from the My Timesheet Page
  • Reassigning Work to Another Resource
  • Self-Assigning Team Tasks
  • Creating and Deleting Tasks
  • Using the Task Center

Working with Outlook

  • Installing the Outlook Add-In
  • Using the Outlook Add-in
  • Setting Outlook Add-in Options
  • Managing Project Tasks

Approving Time and Task Progress

  • Working with Timesheets
  • Working with Task Updates
  • Updating Expense Cost Resource Information
  • Publishing the Latest Schedule Changes
  • Viewing the Task Updates History
  • Axioms for Success with Tracking Progress

Variance Analysis and Plan Revision

  • Understanding and Analyzing Variance
  • Revising a Project Plan
  • Potential Problems with Revising a Plan
  • Using a Change Control Process
  • Inserting New Tasks in a Project
  • Rebaselining Your Project
  • Backing Up an Original Baseline

Managing Personal Settings

  • Personal Settings Overview
  • Changing Your Password
  • Managing Alerts and Reminders
  • Managing My Queued Jobs

Working with the Project Workspace

  • Understanding the Project Workspace
  • Creating, Managing, and Working with Risks
  • Restoring a Deleted Risk from the Recycle Bin
  • Creating and Managing Issues
  • Working with Existing Issues
  • Viewing Your Assigned Issues and Risks
  • Managing Project Documents
  • Using Document Libraries
  • Document Properties
  • Viewing the Version History for a Document
  • Deleting a Document
  • Sending a Document to Another Location
  • Subscribing to E-Mail Alerts about a Document
  • Accessing the Public Documents Library
  • Creating, Managing, and Working with Tasks
  • Using Calendars
  • Using Team Discussions
  • Accessing the Project Workspace

Working with Status Reports

  • Requesting a Status Report
  • Editing and Deleting Status Reports
  • Responding to a Status Report Request
  • Submitting an Unrequested Status Report
  • Viewing the Status Report Archive
  • Viewing Status Report Responses
  • Viewing Unrequested Status Reports

Working in the Resource Center

  • Using the Resource Center
  • Applying Resource Center Views
  • Selecting and Deselecting Resources
  • Viewing Resource Availability
  • Viewing Resource Assignments
  • Editing Resource Details
  • Editing Details for a Group of Resources
  • Editing Resource Information

Working in the Project Center

  • Working with Detailed Project Views
  • Navigating to the Project Workspace
  • Editing Project Properties
  • Opening Projects from the Project Center
  • Checking In a Project
  • Closing a Project to Updates
  • Staffing a Project from the Project Center
  • Creating a Resource Plan
  • Building a Project Team

Working with Data Analysis

  • Understanding OLAP Cubes
  • Using Data Analysis Views
  • Customizing a Data Analysis View
  • Using the Data Analysis Toolbars

Project Workspace Advanced Features

  • Editing in a Datasheet
  • Using the Task Pane
  • Adding Totals to the Datasheet View
  • Opening Document Libraries w/Windows Explorer
  • Exporting to a Spreadsheet
  • Opening with Access
  • Creating a Visio Diagram
  • Connecting to Outlook
  • Connecting from a Document Library
  • Connecting from the Calendar Page
  • Connecting from the Tasks Page
  • Connecting from the Team Discussions Page
  • Viewing an RSS Feed
  • Setting Alerts
  • Creating a Column
  • Managing Project Workspace Views
  • Creating a Standard View
  • Creating a Calendar View
  • Creating an Access View
  • Creating a Datasheet View
  • Creating a Gantt View
  • Modifying Existing Views
  • Modifying List Settings
  • Specifying Title, Description & Navigation Settings
  • Specifying Versioning Settings
  • Specifying Advanced Settings
  • Setting Content Types
  • Deleting a List Type
  • Saving a List as a Template
  • Specifying Workflow Settings
  • Specifying RSS Settings
  • Specifying Columns Settings
  • Specifying Views Settings
  • Managing the Project Workspace
  • Creating New Site Content
  • Editing a Project Workspace Page
  • Modifying the Site Settings