About this Course
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.
Audience Profile
This course is intended for project managers and other users that will leverage the full functionality of the EPM solution. The needs of functional managers, team members, and executives that will use only portions of the complete functionality can be satisfied with training that uses only some of the modules in this two day course. See these other titles in the Microsoft
Learning courseware library for these audiences:
Microsoft Project Server 2007 Team Member
Microsoft Project Server 2007 Executive
Microsoft Project Server 2007 Resource Manager
At Course Completion
After completing this course, students will be able to:
Describe Enterprise Project Management, and how an organization can improve efficiency and productivity by focusing on EPM processes and technology.
Optimize the organization’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
This module introduces the student to enterprise project management and provides and overview of the benefits and functionality of Microsoft’s EPM solution.
Lessons
Introduction
:: Course 50266A ::
Resource Capacity Model
Value Tour: An Overview of Project Server Functionality
Product Architecture
Establishing Organizational Standards
After completing this module, students will be able to:
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.
Module 2: Microsoft Project Professional Client
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.
Lessons
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
Lab : Microsoft Project Professional
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
After completing this module, students will be able to:
Understand the difference in functionality between Project Standard and Project Professional.
Understand the difference between the Project Global Template and the Enterprise Global Template.
:: Course 50266A ::
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
Module 3: Introduction to Project Web Access
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.
Lessons
Introduction
Project Web Access User Interface Basics
Views
Lab : Introduction to Project Web Access
Use filters/grouping to view projects in the Project Center
Use filters/grouping to view project resources
Use print grid
After completing this module, students will be able to:
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.
:: Course 50266A ::
Module 4: Activity Plans and Proposals
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.
Lessons
Introduction
Value Tour: Manage with an Activity Plan
Create an Activity Plan
Assign Resources to an Activity Plan
PWA Proposals
Lab : Activity Plans and 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
After completing this module, students will be able to:
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.
Module 5: Managing Enterprise Resources
This module presents all the functionality that enables an enterprise to optimize project resources that are shared among multiple projects.
Lessons
Introduction
Value Tour: Staff the Enterprise and Staff Projects
Resource Information in Project Server 2007
The Resource Capacity Model
:: Course 50266A ::
Resource Optimization Tools in Project Professional
Lab : Resource Plans and Task Assignments
Create an Activity Plan
Build a Resource Team
Make Task Assignments
Add named resources
View resource availability
Build a resource plan
Lab : Administrative Time
Create a calendar exception
View the impact of administrative time on resource availability
After completing this module, students will be able to:
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.
Module 6: Submitting Timesheets
This module explains how submit actual time spent on work using Timesheets.
Lessons
Introduction
Value Tour: Timesheets Capture Actual Time
Timesheet Data
My Timesheet List
Plan Administrative Time
:: Course 50266A ::
Lab : Submitting Timesheets
Plan administrative time using a Timesheet
Create a Timesheet
Submit a Timesheet
Recall and correct a Timesheet
After completing this module, students will be able to:
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.
Module 7: Approving Timesheets
This module explains how functional managers review and approve timesheet data that has been submitted by users within their span of control.
Lessons
Introduction
Value Tour: Approve Timesheets
Timesheet Approval Process
Administrative Time Requests
Recalling a Timesheet
Adjusting a Timesheet
Timesheet Implementation and Administration
Lab : Approving Timesheets
Generate a report of un-submitted Timesheets
Reject a Timesheet
Approve and adjust a Timesheet
:: Course 50266A ::
Recall a Timesheet
After completing this module, students will be able to:
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.
Module 8: Submitting Task Updates
This module explains the difference between Timesheets and Task Updates, and how to update the status of a task using Task
Updates functionality.
Lessons
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
Lab : Submitting Task Updates
Reject a task assignment
Assign yourself a team task
Enter actual hours for work performed
Review issues, risks and related assignments
After completing this module, students will be able to:
Describe where Task Updates fit in the Enterprise Project Management workflow
:: Course 50266A ::
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
Module 9: Approving Task Updates
This module explains how a project manager uses Task Updates to communicate with team members that are submitting task status on projects.
Lessons
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
Lab : Approving Task Updates
Publish task assignments
Report task status
Reject and approve tasks
Publish Updates
After completing this module, students will be able to:
Describe the task updates workflow and how it affects the Resource Capacity Model.
:: Course 50266A ::
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.
Module 10: Collaboration Tools
This module explains the collaboration functionality that comes with SharePoint that is built in to Project Web Access.
Lessons
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
Lab : Tracking Issues and Risks
Create a risk and an issue
Close an issue
Connect risks, issues, and tasks
Manage a custom list
Lab : Project Documents
Open an existing document
Create and store a new document
After completing this module, students will be able to:
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
:: Course 50266A ::
Module 11: Enterprise Reports
This module explains the data analysis features that are available and the custom reports that are available using Project
Server and Project Web Access.
Lessons
Introduction
Feature Tour
Lab : Enterprise Reports
Create a new data analysis view
Make a new On Demand report
Analyze a project
After completing this module, students will be able to:
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.
There are no prerequisites for this course. It is recommended the student has completed the Mastering Microsoft Project 2007 course.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.