55097: Managing Projects Using Microsoft Project Server 2010 Duration: 3 Days Method: Instructor-Led

Transcription

1 55097: Managing Prjects Using Micrsft Prject Server 2010 Duratin: 3 Days Methd: Instructr-Led Curse Descriptin The gal f this curse is t prvide students with the knwledge and skills necessary t effectively manage prjects using Micrsft Prject Server Target Audience This curse is intended fr: Prject Managers Prject Schedulers Managers Supervisrs Team Leads Cnsultants Peple respnsible fr managing prjects These individuals are invlved in r respnsible fr scheduling, estimating, crdinating, cntrlling, budgeting and staffing f prjects and supprting ther users f Micrsft Prject Server Prerequisites Befre attending this curse, participants must have: Managing Prjects using Micrsft Prject Desktp curse r equivalent Basic prject management cncepts and terminlgy Basic Windws netwrking skills Curse Objectives After cmpleting this curse, participants will be able t: Explain the new user interface f Micrsft Prject Server 2010 Create and manage prject schedules using Prject Web App Wrk with prject sites, dcuments, risks, issues and deliverables Create and manage resurces with Prject Web App Assign resurces and manage ver allcatins Explain advanced task assignment ptins Set a prject baseline, track and update prject schedules Wrk with Timesheets Wrk with Prject Web App views

2 Curse Outline Mdule 1: Intrductin t Prject Server 2010 Intrductin t Prject Server 2010 Why use Prject Server 2010? Overview f Rles and Permissins Overview f the Prject Management Lifecycle Overview f Micrsft Enterprise Prject Management Slutin Cmpnents f Prject Server 2010 Overview f Lgical Architecture SharePint Server 2010 Prject Clients Micrsft SQL Server Overview f Prject Server 2010 Settings Enterprise Glbal Enterprise Resurces Enterprise Custm Fields Currency Settings Overview f Prject Web App Navigatin My Wrk Prject Center My Alerts Resurce Center Prject Sites Mdule 2: Creating and Managing Prject Schedules Creating a New Schedule Prject Prfessinal Cnnecting t Prject Server Creating a Prject Schedule Saving and Publishing Prject Schedules Imprting Prjects Creating a New Basic Prject Schedule Editing the Prject Schedule Creating Prjects frm a SharePint List Creating a Prject Template Imprting Prjects Saving and Publishing the Prject Schedule Checking-In a Prject thrugh Prject Web App Managing Prject Permissins Defining a New User Permissin Editing and Remving User Permissins Mdule 3: Wrking with Prject Sites Managing Dcuments Creating Dcument Libraries Linking Dcuments t Tasks Uplading Dcuments Editing Dcument Prperties Enabling Dcument Versining and Check In/Check Out Managing Risks and Issues Creating a New Risk Item Creating a New Issue Item Linking Risks and Issues Managing Deliverables Creating Deliverables Updating Deliverables Linking Deliverables t a Task Managing Team Features Managing Cntacts Managing Calendars Managing Discussin Grups

3 Mdule 4: Creating Enterprise Resurces Overview f Enterprise Resurces Cmparing Lcal Resurces with Overview f Enterprise Resurce Types Enterprise Resurces Overview f Resurce Fields Creating Enterprise Resurces Imprting Lcal Resurces t the Enterprise Creating Enterprise Resurces with Prject Web App Creating Enterprise Resurces with Prject Prfessinal Creating Teams Defining Enterprise Resurces General Settings Resurce Custm Fields Cst Settings Mdule 5: Assigning and Wrking with Resurces Assigning Resurces using Prject Web App Building a Team f Resurces Selecting Apprpriate Resurces Using Generic Resurces Assigning Resurces t Tasks Matching and Replacing Resurces using PWA Assigning Resurces using Prject Pr 2010 Building a Team f Resurces Matching and Replacing Resurces Using Generic Resurces using Prject Prfessinal Assigning Resurces t Tasks Wrking with Resurce Optins Resurce Availability Resurce Assignments Using Resurce Plans Managing Overallcatins Wrking with Team Planner Leveling Enterprise Resurces Using the Resurce Substitutin Wizard Best Practices fr Wrking with Resurces Displaying Overallcatins n Existing Assignments Managing Out f Office Situatins Out f Office Team Member Out f Office Timesheet Manager Out f Office Prject Manager Mdule 6: Advanced Task Assignment Optins Managing Delegatin Managing Delegates Acting as a Delegate Managing Team Tasks Creating a New Team Mapping Resurces t Teams Managing Tasks by Team Members Creating a New Task in Prject Web App Reassigning Wrk Wrking with Delegatin Permissins Creating and Assigning Team Tasks in Prject Web App Self-assigning Tasks in Prject Web App

4 Mdule 7: Finalizing and Tracking Prject Schedules Setting a Prject Baseline What is a Baseline? Setting a Baseline Overview f Tracking Methds Using Percent f Wrk Cmplete Using Hurs f Wrk Dne Per Perid Updating Task Prgress Manually When t Set a New Baseline Effects and Benefits f Setting a Baseline Using Actual Wrk Dne and Wrk Remaining Best Practice Tracking Methds Updating Prject as Scheduled Reschedule Uncmpleted Wrk What is a Status Date? Mdule 8: Tracking Task Prgress Wrking with Task Status Wrking with Yur Tasks Understanding Tracking Methds Entering Task Updates Remving Tasks Apprving Task Updates Overview f Status Manager Review and Apprve Task Updates Mdule 9: Updating Time Prgress with Timesheets Managing Timesheet Settings Create Financial Perids Setup Timesheet Perids Setting up Administrative Time Wrking with Timesheets Overview f the Timesheet Page Updating Timesheets Apprving Reprted Prgress n Timesheets Overview f the Timesheet Manager Rle Mdule 10: Wrking with Reprts and Dashbards Wrking with Business Intelligence Center Creating a New Business Intelligence Center Site Creating Custm Reprts using Excel Cnnecting Excel t the Prject Server Reprting Database Wrking with Dashbards Creating a Dashbard Library and a Web Part Page Attaching Cmments and Ntes Sending Task Status fr Apprval Updating and Submitting Task Status using Outlk Overview f Assignment Owner Rle Imprving Efficiency with Rules Clsing Tasks t Updates Define Timesheet Line Classificatin Specify Timesheet Settings and Defaults Saving and Submitting Timesheets Adding and Remving a Timesheet Task Reviewing and Apprving Timesheets Viewing Update Histry Wrking with Templates Wrking with Sample Reprts Using the Data Cnnectin Library Publishing an Excel Wrkbk Adding Web Parts t the Dashbard Setting Refresh Optins

5 Mdule 11: Creating Master Prjects/Prgrams Inserting Prjects int a Master Prject Differences between Master Prjects and Integrated Prgrams Best Practices Master Prjects and Prgrams Using Crss Prject Links Navigating Thrugh Links t External Prjects Viewing Critical Path Optins Overview f the Critical Path Methd Mdule 12: Custmizing Prject Web App Managing Viewing Optins Wrking with Shw/Hide Optins Managing the Cache Overview f Caching Clearing the Lcal Cache Managing Persnal Settings Overview f Queue Service My Queued Jbs Mdule 13: Managing Prject Web App Cnslidating Prjects Creating Prgrams Effective Scpe Cntrl Accepting Changes in a Dependent Prject Breaking Links Viewing Critical Path in Prgrams Viewing Critical Path in Sub Prjects Wrking with Display Optins Wrking with Data Optins Factrs Affecting Perfrmance Managing Persnal Alerts and Reminders Managing Alerts and Reminders fr Resurces Managing Views in Prject Web App Overview f View Types Editing and Cpying Existing Creating New Views Views Managing Grups and Filters Overview f Gruping and Creating Custm Grups and Filters Filtering Optins Clearing Custm Grups and Filters Custmizing the Lk and Feel f Prject Web App Custmizing the Quick Launch Custmizing Grup Frmats Menu Custmizing Gantt Chart Frmats Managing Custm Fields Overview f Custm Field Types Creating a New Lkup Table and Entities Creating a New Custm Field LABS INCLUDED