Microsoft PPM for Application Administrators using Microsoft Project Online

Transcription

1 for Application Administrators using Project Online An engaging training session designed to train application administrators the fundamentals of maintaining Project Online. About this Course This course covers everything you need to know to effectively configure and maintain Project Online. Through a practical approach based on industry standards, best practices, and decades of experience implementing s Project and Portfolio Management solutions, participants will learn how to manage the Project Online tool set. Students will be led through step-by-step instructions, and provided helpful hints, tips, and warnings. Through the hands-on approach, Sensei will guide you through the entire process of configuring a Project Online environment to enable the management of projects through the entire lifecycle. After completion of the course, as your organization s project and portfolio management practices evolve, you will be able to proactively make adjustments to the system so that it will continue to support your organization s needs. Format Objectives Classroom-based or Virtually-led hands-on training sessions. 3 days (21 hours / 21 PDUs) Upon completion of this course, the participants will be able to: Manage Users, Resources and Permissions Define Enterprise Custom Fields and Lookup Tables Enforce Timesheet and Task Update Policies Create Insightful Views of Projects, Schedules, and Resources Manage the Project Lifecycle Classify Types of Project Work Develop and Maintain SharePoint Project Sites and Templates Facilitate Portfolio Alignment to Organizational Strategy Maintain the System through On-going, Regular and Scheduled Maintenance Activities

2 Course Modules Module 1: The Application Administrator Role and Project Online Fundamentals Module 2: Granting Access and Controlling Permissions Module 3: Defining Your Organizational Data Module 4: Building the Enterprise Resource Pool Module 5: Configuring Time and Task Progress Tracking Module 6: Driving User Adoption and Enhancing Usability Module 7: Defining the Project Lifecycle and Workflow Module 8: Enabling Team Collaboration Module 9: Implementing a Project Prioritization Process Module 10: Completing the Setup Module 11: Maintaining Your Solution Module 12: Enhancing and Mastering Your Solution Prerequisites Basic knowledge of Project Online and SharePoint principles Working knowledge of Project Basic knowledge of Project Management principles Basic understanding of SharePoint Designer Course Outline Module 1: The Application Administrator Role and Project Online Fundamentals Defining the Application Administrator Role Understanding and Managing Project Online Understanding Prerequisites before Implementation Creating New Project Web App Enabled Site Collections Introducing Project Web App Introducing Project Module 2: Granting Access and Controlling Permissions Understanding Licensing Options Creating and Editing Users

3 Understanding Permission Mode Granting Access to Project Online Understanding Project Online Security and Permissions Understanding the Difference between Users and Resources Controlling Security with Groups and Categories Managing Security Categories Assigning Project Permissions Understanding the Default Groups and Categories Managing User Sync Settings Managing Delegates Module 3: Defining Your Organizational Data Understanding Enterprise Custom Fields and Lookup Tables Creating and Editing Custom Enterprise Lookup Tables in Project Web App Creating and Editing Enterprise Custom Fields in Project Web App Creating and Importing Enterprise Custom Fields in Project Defining Enterprise Calendars Module 4: Building the Enterprise Resource Pool Understanding Resource Types Working in the Resource Center Creating and Editing Resources Importing the Enterprise Resource Pool Deactivating Resources Module 5: Configuring Time and Task Progress Tracking Understanding the Configuration of Time and Task Progress Tracking Defining Fiscal Periods Defining and Managing Time Reporting Periods Defining Timesheet Line Classifications Setting Timesheet Options Creating and Managing Administrative Time Categories Setting Your Task Tracking Options

4 Configuring Timesheet Managers Disabling Timesheet Functionality Module 6: Driving User Adoption and Enhancing Usability Creating and Customizing Grouping Formats in Project Web App Creating and Customizing Gantt Chart Formats in Project Web App Creating and Editing Views in Project Web App Customizing the Quick Launch Menu Customizing the Project Web App Home Page Creating and Managing Views in Project Module 7: Defining the Project Lifecycle and Workflow Creating and Managing Project Detail Pages Creating and Managing Phases and Stages Creating and Managing Enterprise Project Types Creating and Managing Project Schedule Templates Creating Workflows Using Visio Professional 2013 Creating Workflows Using SharePoint Designer 2013 Configuring and Approval Tasks Changing or Restarting Workflows Module 8: Enabling Team Collaboration Introducing SharePoint Project Sites Managing SharePoint Lists and Libraries Managing SharePoint Security Creating and Modifying a SharePoint Site Template Managing the Project to SharePoint Site Relationship Promoting SharePoint Sites to Visibility Mode Promoting SharePoint Tasks List Projects to Enterprise Projects Promoting Ideas to Projects Module 9: Implementing a Project Prioritization Process Understanding Strategic Components Defining Business Drivers

5 Creating Business Driver Prioritizations Understanding Portfolio Analysis and Options Understanding Project Dependencies and Impacts Module 10: Completing the Setup Accessing the Additional Server Settings Page Setting the Minimum Version of Project Specifying Enterprise Settings Specifying Currency Settings Specifying Resource Capacity Settings Selecting the Full-Time Equivalent Calculation Setting Specifying the Default Task Mode Settings Enabling Notification Alerts and Reminders Module 11: Maintaining Your Solution Understanding the Job Queue Managing Enterprise Objects Forcing the Check-in of Objects Deleting Archived Project Sites Setting Up a Schedule of Routine Site Administration Activities Module 12: Enhancing and Mastering Your Solution Creating and Managing Additional Project Web App Site Collections Moving Content between Project Web App Site Collections Taking Advantage of Dynamic Security Configurations Changing Project Ownership Automating Ideation Workflow Setting up an App Catalog for your Organization Allocating Resources and Running System Checks Using PowerShell for Tenant and Site Maintenance Obtaining Additional Support for Project Online