Project Server 2013 Inside Out

Transcription

1 Project Server 2013 Inside Out Duration: 5 Days Course Code: M55043 Overview: This 5-day Instructor Lead course how to work with Microsoft Project Server You will also create and management projects and schedules, resources, tasks and timesheets with Project Web App. Create and configure Business Intelligence for customized project reporting. Other topics include how to backup and restore and troubleshoot Project Server Target Audience: This course is intended for anyone that will need to manage and use Project Server This includes the IT Administrators, Project Managers, Project Schedulers, Managers, Supervisors, Team Leads, Consultants and other people responsible for managing projects. Also anyone responsible for scheduling, estimating, coordinating, controlling, budgeting and staffing of projects and supporting Microsoft Project Server Objectives: After completing this course, students will be Use and work with Project Server 2013 features. Prerequisites: Before attending this course, students must have: Experience with managing projects using Microsoft Project as well as fundamental understanding of basic project management concepts and terminology.

2 Content: Module 1: Overview Creating Resource Breakdown Structure (RBS) A simple introduction module. Assigning RBS to Resources Describe the Task and Time management features of Project Server Exploring Resource Breakdown Structure permissions Learn to create and manage Fiscal Periods Understand your course, classroom, classmates, facility and instructor. Explore RBS Project Visibility Learn to manage Timesheets Module 2: Architecture, Installation and Understand how Exchange 2013 integrates Upgrade with Project Server In this module you will be introduced to Project Describe Permission and Security feature of Understand how to use the ;quot;my Server 2013 features and architecture and a Project Server Tasks;quot; feature of SharePoint 2013 brief review of the Microsoft Enterprise Project Management (EPM) stack. You will also learn how to install Project Server 2013 and upgrade How to use SharePoint Permission Mode Module 7: Business Intelligence and older Project Server 2010 instances. Reporting How to use Project Server Permission Mode Lessons In this module you will learn about many of the Business Intelligence and Reporting Describe and work with Categories features of Project Server This Architecture includes the default set of Excel Services Reports and how to use the more advanced Describe and work with Templates reporting features like Analysis Services, Introduction PowerPivot and PerformancePoint. How to define and assign Resource Installation Breakdown Structures Lessons Upgrading Module 5: Enterprise Custom Calendars, Managing Reports Fields and Lookup Tables Lab : Installing Project Server 2013 Common Errors In this module you will learn to create and manage Enterprise Calendars, Custom Fields Install Project Server and Lookup Tables. Business Intelligence Features Configure Project Server Lessons Lab : Configure Business Intelligence Create a Project Web Access Site Lookup tables Configure SQL Server Login Enterprise Custom Fields Install Analysis Services Lab : Enterprise Custom Fields and Lookup Install SQL Server AMO Understand the Microsoft EPM solution stack Tables Configure Excel Services Describe the new features of Project Server Enterprise Custom Fields (Resource) 2013 Configure Secure Store Enterprise Custom Fields (Project)

3 Describe the architecture of Project Server 2013 Configure PerformancePoint Enterprise Custom Fields (Task) How to install Project Server 2013 Setup Report Authors and Report Viewers Create Bases How to setup and configure a Project Web Lab : Reports and Dashboards App site Custom Field Formulas Working with Business Intelligence Center How to upgrade a Project Server 2010 Graphical Indicators instance to Project Server 2013 Exploring Project Server Database Tables Rollup and Roll-down Custom Fields Module 3: Setup and Administer Project Web Access Working with Sample Excel Reports Creating and Managing Enterprise Custom Lookup Tables In this module you will learn about Project Web Uploading Excel Report in the Project Site App (PWA). You will learn about the different areas of the PWA site and what each are used Create Team Name Lookup Table for, what steps are required when starting with Creating Dashboard Reports a new PWA site (such as cost types, departments and resources) and lastly how to Create Skill Lookup Table configure the various branding aspects of Adding PWA Web Parts PWA. Creating Excel Services Reports Lessons Describe and use Enterprise Calendars Creating PerformancePoint Reports Configure Project Web Access Describe and use Enterprise Custom Fields Creating Reporting Services Reports Customizing Project Web App Understand how to create Custom Field Creating Analysis Services Reports Project Web Access formulas Lab : Exploring Project Web Access Describe and use Enterprise Custom Lookup Tables Exploring the New Project Web Access Describe the Business Intelligence and Module 6: Time and Task Management Reporting features of Project Server Adding Quick Launch Items In this module you will learn how to use Describe the default reports in the Project Server to perform Time and Task ProjectBICenter site Lab : Creating Cost Types and Departments management. This includes defining Fiscal Periods, managing timesheets, requesting status reports and managing resource How to setup and use the Analysis Services Creating Cost Types allocations. feature Creating Departments Lessons How to create customized Reports and Dashboards Lab : Creating Resources Time Management How to use BI related web parts Creating Resources Task Management How to use Excel Services, PerformancePoint, Reporting Services and Importing Resources Lab : Time and Task Management Analysis Services for reporting

4 Lab : Creating Projects and Tasks Creating and Managing Enterprise Calendars Module 8: Project Sites Creating a New Project Defining Fiscal Periods In this module you explore the features of a Project Site connected to SharePoint. This includes how to work with and manage Project Detail Pages Time Reporting Periods Document libraries and the various SharePoint list types (Tasks, Risks and Issues, Discussion, Contacts and Calendars). Creating Teams Line Classifications Lessons Creating Project Tasks Timesheet settings and defaults Managing Project Sites Checking In\Out Projects Administrative Time Lab : Working With Project Sites Setup Project 2013 Integration Task Settings and Display Creating Document Libraries Connecting to Project Server Lab : Advanced Task Assignments Creating and Managing Documents Importing Projects Managing Delegates Editing Document Properties Importing Resources and Fields Acting as a Delegate Enabling Document Version and Creating Projects from a SharePoint List Building Teams of Resources Check-in/Check-out Exploring My Tasks aggregation Using Generic Resources Linking Documents to Tasks Lab : Customizing Project Web Access Mapping Resources to Teams Creating and Managing Risks and Issues Creating and Managing Views Assigning and Managing Team Tasks Editing and Linking Risks and Issues Working with Groupings Managing Tasks by Team Members Creating and Managing Deliverables (PWA and Project) Working with Filters Self-Assigning Team Tasks Linking Deliverables to a Task Editing and Copying Existing Views Reassigning Tasks Managing Discussion Groups Applying Views Lab : Assigning and Working With Resources Managing Contacts Grouping Formats Assigning Resources to Tasks Managing Calendars Gantt Chart Formats Matching and Replacing Resources Lab : Managing Operational Policies Working with Resource Options Describe the features of a Project Site Alerts and Reminders Using Resource Plans

5 How to create and manage Project Sites Additional Server Settings Managing Over allocations How to manage Project Site Lists Server Side Event handlers Displaying Over allocations on Existing Assignments Module 9: Backup and Recovery Project Site Provisioning Settings Resource Availability In this module you explore how to Backup and Bulk Update Connected SharePoint Sites Restore Project Web App and the projects Working with Team Planner stored on it. You also review how to backup Project Sites tied to the Projects. Project Workflow Settings Using the Resource Substitution Wizard Lessons Leveling Enterprise Resources Backup Describe the various areas of Project Web Managing Out of Office Situations App Recovery Lab : Working With Timesheets Create Cost Types Lab : Backup and Recovery Working with Administrative Time Create Departments Backup Project Server Creating and Managing Timesheets Create Resources Restore Project Server Adding Rows to Timesheet Create Projects and Tasks Updating Timesheets Import Projects and Resources Describe the backup and restore process Entering Time and Adding Comments Customize Project Web Access How to Backup Project Server and Projects Submitting Time for Approval Module 4: Permissions and Security How to Restore Project Server and Projects Adding Timesheet Managers In this module you explore the permissions modes of Project Server This includes How to Backup and Restore Project Sites the new SharePoint Permission mode and the Receiving and Reviewing Timesheets older Project Server permission mode. Project Server permission mode includes the review of Module 10: Troubleshooting and Maintenance Categories, Templates and Resource Viewing Update History Breakdown Structures (RBS) and how each interacts with user project visibility. In this module you will learn how to Lab : Working With Project Schedules troubleshoot and maintain Project Server. This includes deleting Enterprise Objects, Lessons managing the Project Server queue, and Setting a Project Base reading the ULS logs. Permissions And Security Comparing Project Bases Lessons Lab : SharePoint Permission Mode Working with Tracking Methods Maintaining Project Server Explore SharePoint Permission Mode

6 Using Percent of Work Complete Troubleshooting Default SharePoint Project Groups Using Hours of work done per period Lab : Troubleshooting and Maintenance Adding Users To Groups Using Actual work done and work remaining Deleting Enterprise Objects Lab : Project Server Permission Mode Lab : Integrating Exchange Changing or Restarting Workflows Switching to Project Server Permission Mode Integrate Exchange Server 2013 Troubleshooting and Managing Project Server Queue Creating and Managing Users Out of Office Synchronization Reviewing ULS Logs Creating and Managing Groups Sync to Outlook Creating and Managing Categories Working with My Tasks Creating and Managing Security Templates Delete Project Server Enterprise Objects Global Permission Settings Troubleshoot workflows Switching to SharePoint Permission Mode Troubleshoot the Project Server Queue Lab : Creating Resource Breakdown Structure (RBS) Review ULS logs for issues Further Information: For More information, or to book your course, please call us on training@globalknowledge.com.sa Global Knowledge - KSA, 393 Al-Uroubah Road, Al Worood, Riyadh 3140, Saudi Arabia