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Microsoft Enterprise Project Server (MS-EPM)

Microsoft Enterprise Project Server (MS-EPM)

EPM for Administrator

Introduction

  • Understand Project Server terminology and core system components
  • Describe the project communication life cycle used with Project Server
  • Understand the administration interface in Project Web AppConfiguration
  • Create a Project Server login account in Project Professional
  • Configure custom enterprise fields, Lookup Tables, and calendars
  • Configure the Project Server demand and lifecycle management features and understand how they are used in an overall Portfolio Management process
  • Add resources to the Enterprise Resource Pool
  • Specify the initial configuration options for Project Server
  • Configure time and task tracking settings
  • Import enterprise templates and existing projects into Project Server

Security

  • Configure Project Server security using Groups and Categories

Configure Sites

  • Create custom views in Project Web App
  • Manage Microsoft SharePoint Server and Project Sites
  • Modify Project Web App pages and create new Project Site templates

Databases & Business Intelligence

Understanding Project Server Databases

  • Build OLAP Cube and resource availability information
  • Configure Business Intelligence features and build custom Excel-based reports and interactive dashboards

Data Backup & Import

  • Manage the Project Server database, including checking in and backing up projects, and cleaning up the Project Server database

EPM for Executives

Module 01: Introducing Microsoft Project Server

  • What Is Microsoft EPM?
  • Understand Project Management Theory
  • Understanding Enterprise Project Management Terminology
  • Enterprise Project
  • Enterprise Resource
  • Check In and Check Out
  • Understanding the Communications Life Cycle
  • Understanding Tracking Methods

Module 02: Preparing to Use Project Server

  • Using the Project Web App User Interface
  • Logging into Project Web App from another Workstation
  • Using the Quick Launch Menu
  • Using the Ribbon Menus
  • Applying and Working with Views
  • Exporting the Data Grid to Excel

Module 03: Creating New Proposed Project

  • Understanding Lifecycle Management
  • Understanding Demand Management
  • Understanding Decision Management
  • Introducing Project Types
  • Understanding Phases and Stages
  • Understanding Project Detail Pages
  • Creating a New Project Proposal
  • Definition of a Proposal in Project Server
  • Initiating a Proposal
  • Approving a New Project Proposal
  • Completing the Sample Workflow Proposal Details Stage

Module 04: Tracking Time and Task Management

  • Tracking Time in Project Web App
  • Reporting Progress from the Tasks Page
  • Using Percent of Work Complete
  • Best Practice: Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining
  • Best Practice: Using Actual Work Done and Work Remaining
  • Using Hours of Work Done per Period
  • Best Practice: Using Hours of Work Done per Period

Module 05:Managing Personal Settings

  • Personal Settings Overview
  • Managing Alerts and Reminders for Yourself

Module 06:Collaborating with Project Sites

  • Understanding Project Sites
  • Tracking Project Risks
  • Viewing and Editing Existing Risks
  • Managing Project Issues
  • Viewing Your Assigned Issues and Risks
  • Managing Project Documents
  • Viewing and Creating Document Libraries
  • Uploading Documents to a Document Library
  • Creating a New Folder in a Documents Library
  • Working with Existing Documents in a Documents Library
  • Viewing and Editing Document Properties
  • Checking Out a Document Manually
  • Working with Document Copies
  • Editing a Document
  • Viewing the Version History for a Document
  • Deleting Documents and Document Versions
  • Creating a New Calendar Event
  • Creating a Meeting Workspace for an Event
  • Working with Existing Calendar Events
  • Connecting SharePoint Calendars to Outlook
  • Using Team Discussions
  • Creating a New Team Discussion
  • Working with a Team Discussion

Module 07: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

Module 08:Working with Project Center and Project Views

  • Using the Project Center
  • Using the Projects Ribbon in the Project Center
  • Using Project Center Views
  • Working with Detailed Project Views
  • Editing Projects in Project Web App
  • Editing Individual Projects in Project Web App
  • Renaming a Project using Project Web App
  • Editing the Project Schedule in Project Web App
  • Limitations when Editing Projects in Project Web App
  • Tips for Editing Projects in Project Web App
  • Checking In a Project from Project Web App
  • Understanding Show/Hide Options
  • Navigating to the Project Site
  • Project Center Summary

EPM for Team Members

Module 1: Introduction

  • What Is Microsoft EPM?
  • Understanding Enterprise Project Management Terminology
  • Understanding Project Server Terminology
  • Enterprise Project
  • Enterprise Resource
  • Check In and Check Out
  • Understanding the Communications Life Cycle
  • Understanding Tracking Methods
  • Understanding Business IntelligenceModule 02: Preparing to Use Project Server
  • Using the Project Web App User Interface
  • Logging into Project Web App from another Workstation
  • Using the Quick Launch Menu
  • Using the Ribbon Menus
  • Applying and Working with Views
  • Exporting the Data Grid to Excel

Module 3. Creating New Proposed Projects

  • Understanding Lifecycle Management
  • Understanding Demand Management
  • Understanding Decision Management
  • Introducing Project Types
  • Understanding Phases and Stages
  • Understanding Project Detail Pages
  • Creating a New Project Proposal
  • Definition of a Proposal in Project Server
  • Initiating a Proposal
  • Completing the Sample Workflow Proposal Details Stage
  • Editing an Existing Proposal

Module 04: Tracking Time and Task Progress

  • Accessing Your Timesheet
  • Understanding the Timesheet Page
  • Entering Time in the Timesheet
  • Managing Timesheets
  • Planning Time Away from Work
  • Viewing the Submission Status
  • Submitting a Timesheet for Approval
  • Responding to a Rejected Timesheet
  • Editing an Existing Timesheet
  • Recalling a Submitted Timesheet
  • Deleting a Timesheet
  • Tracking Task Progress in Project Web App
  • Understanding the Tasks Page
  • Tasks Ribbon
  • Grouping and Views
  • Understanding the Assignment Details Page
  • Reporting Progress from the Tasks Page
  • Using Percent of Work Complete
  • Best Practice: Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining
  • Best Practice: Using Actual Work Done and Work Remaining
  • Using Hours of Work Done per Period
  • Best Practice: Using Hours of Work Done per Period
  • Reporting Progress from the Assignment Details Page
  • Importing Progress from the Timesheet Page
  • Managing Tasks
  • Reassigning Work to another Resource
  • Self-Assigning Team Tasks
  • Creating a New Task
  • Adding Yourself to a Task
  • Removing Tasks

Module 5:Managing Personal Settings

  • Personal Settings Overview
  • Managing Alerts and Reminders for Yourself

Module 6: Collaborating with Project Sites

  • Understanding Project Sites
  • Tracking Project Risks
  • Creating a New Risk
  • Working with Existing Risks
  • Working with Risk List Views
  • Viewing and Editing Existing Risks
  • Deleting a Risk
  • Managing Project Issues
  • Creating a New Issue
  • Viewing and Editing Existing Issues
  • Working with Version History
  • Viewing Your Assigned Issues and Risks
  • Managing Project Documents
  • Viewing and Creating Document Libraries
  • Uploading Documents to a Document Library
  • Creating a New Folder in a Documents Library
  • Working with Existing Documents in a Documents Library
  • Viewing and Editing Document Properties
  • Checking Out a Document Manually
  • Working with Document Copies
  • Editing a Document
  • Viewing the Version History for a Document
  • Deleting Documents and Document Versions

Module 7: Working with Status Reports

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

Module 8: Working with Project center and Project Views

  • Using the Project Center
  • Using the Projects Ribbon in the Project Center
  • Using Project Center Views
  • Working with Detailed Project Views

EPM for Project Managers

Module 01: Introducing Microsoft Project Server

  • What Is Microsoft EPM?
  • Understand Project Management Theory
  • Understanding Project Server Data Analysis
  • Understanding Custom Fields
  • Understanding Tracking MethodsModule 02: Preparing to Use Project Server
  • Using the Project Web Access User Interface
  • Creating a Login Account in Project Professional
  • Working with Proposals and Activity Plans

Module 03: Creating Enterprise Project

  • Creating an Enterprise Project Using Project Professional
  • Defining an Enterprise Project
  • Opening and Closing Projects
  • Working with Offline Projects
  • Importing Projects

Module 04: Task Planning

  • Using a Task Planning Process
  • Understanding Change Highlighting
  • Planning Project Tasks
  • Using Task Dependencies
  • Setting Task Constraints and Deadline Dates
  • Assigning Task Calendars
  • Estimating Task Durations

Module 05: Resource and Assignment Planning

  • Understand Enterprise Resources
  • Building a Project Team
  • Assigning Resources Using the Task Entry View
  • Assigning Resources Using the Assign Resources Dialog
  • Assigning Cost Resources
  • Using the Resource Substitution Wizard
  • Leveling Overallocated Resources

Module 06: Project Execution

  • Analyzing the Critical Path
  • Understanding Task Drivers
  • Working with Project Baselines
  • Understanding Publishing
  • Managing Project Deliverables

Module 07: Tracking Time and Task Progress

  • Tracking Time in Project Web Access
  • Tracking Task Progress in Project Web Access
  • Using Other Task Activities
  • Using the Task Center

Module 8: Approving Time and Task Progress

  • Viewing Unsubmitted Timesheet
  • Viewing the Adjusting Submitted timesheets
  • Approving Timesheets
  • Approving Administrative Time Requests
  • Viewing Task Updates
  • Approving Task updates

Module 9:Variance Analysis and Plan Revision

  • Understanding Variance
  • Analyzing Project Variance
  • Revising a Project Plan
  • Using a Change control Process
  • Rebaselining Your Project

Module 10: Managing Personal Settings

  • Personal Settings Overview
  • Changing Your Password
  • Managing Alerts and reminders for Yourself
  • Managing Alerts and Reminders for Your resources
  • Managing My Queued Jobs

Module 11: Working with the Project Workspace

  • Understanding the Project Workspace
  • Managing Risks
  • Managing Issues
  • Viewing Your Assigned Issues and Risks
  • Managing Project Documents
  • Working with Existing Documents in a Documents Library
  • Accessing the Public Documents Library
  • Managing Tasks
  • Using Calendars

Module 12: Project Workspace Advanced Features

  • Using Project Workspace Advanced Features
  • Editing in a Datasheet
  • Exporting to a Spreadsheet

Module 13: Working with Status Report

  • Requesting a Status Report
  • Responding to a Status Report Request
  • Viewing Status Report Response

Module 14: Working in the Resource Center

  • Using the Resource Center
  • Viewing Resource Availability
  • Viewing Resource Assignments
  • Editing Resource Details

Module 15: Working in the Project Center

  • Using the Project Center
  • Configuring Project Center View
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