Managing Projects with Microsoft Project Server 2010

Transcription

1 Managing Projects with Microsoft Project Server 2010 Duration: 4 Days Course Code: GK2597 Delivery Method: Company Event Overview: Learn to take project management to the next level using Microsoft Project Server In this course, you will learn to use Microsoft Project 2010 Pro in the Microsoft Project Server 2010 environment, creating a truly collaborative project management information system. You will learn to use Microsoft Project 2010 Pro to build projects at your desktop and publish your project information and task assignments to the Project Server 2010 databases. You will learn to use the intuitive web-based Project Server interface to automatically notify resources of task assignments through Outlook and to update task status. You will learn how to view project status, task status, and resource allocation across the entire enterprise. Company Events These events can be delivered exclusively for your company at our locations or yours, specifically for your delegates and your needs. The Company Events can be tailored or standard course deliveries. Target Audience: This course is suitable for anyone who manages projects using Microsoft Project 2010, Project managers, project schedulers, and anyone who will touch the project schedule. Objectives: Project 2010 Pro and Project Server 2010 architecture Modify the Microsoft Project interface Microsoft Project Server interface Set Microsoft Project options to best reflect the way you manage projects Create and understand complex task relationships Manage deliverable dates using critical path methodology Relationship between task type and resource assignment Difference between duration and work Create custom fields to identify and analyze specific tasks Use custom formulas to find and highlight potential problems Create ad hoc views using interactive filters Develop custom reports View resource over-allocations within a single project View resource over-allocation across all of the enterprise projects Process of updating projects within a project Process of updating project through the Project Server web site Use Project Server web sites for collaborative project management Create and manage project risks and issues Publish project-related documents to the project web site Export data to Excel and other Microsoft applications Create graphical indicators to track and view variances Prerequisites: Basic understanding of the principles of project management. Follow-on-Courses: There are no follow-ons for this course.

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3 Content: 1. Initiating Process Create a custom field Open the Lab 4 project template The Project Charter Behind the Schedule The Core Team's Role in Building the Populate a drop down list Determine the logical order of the tasks Schedule Apply list items to specific tasks Link the tasks in their logical order 2. Planning Process Lab 2: Creating an Indicator Icon Lab 5: Modifying a View Scope Planning Reviewing the Class Project Scope Opening the Class Project from a Template Create a custom field Open the Lab 4 project template MS Project Screen Working with Ribbons Using Mini-Toolbars Build a custom formula Display the critical path Applying Keyboard Shortcuts Displaying the Entry Bar Display the results as an icon Modify the current date time Setting Microsoft Project Options Entering the Project Start Date Lab 3: Formatting a Work Breakdown Lab 6: Creating a Custom Filter Project Calendar Structure (WBS) Using Custom Fields The ability to focus on key data based on Creating a Value Lists the project manager's current need is Creating a Custom Formula and Indicator Open the Lab 3 project template critical in any project. In this exercise, you Field will modify a custom filter to find specific Hiding Columns in a Table Format the WBS data based on ad hoc requests. Add Tasks to Class Project Options for Saving the Project Lab 4: Task Linking Lab 7: Grouping Tasks Developing the Work Breakdown Structure (WBS) Microsoft Project has the ability to Formatting the WBS rearrange tasks based on the user's Viewing the WBS at a Summary Level preference. In this exercise, you will Activity Sequencing rearrange the WBS based on the Manual vs. Automatic Scheduling information in one of your custom fields. Rules of Logic and Dependencies Using Dependencies Lab 8: Creating a Custom Resource View Choosing the Right Dependencies Creating Task Dependencies in the Class Resource management is one of the most Project complex aspects of project management. Linking Tasks in the Entry Table In this exercise, you will create a custom Linking Sequential Tasks resource view based on key information. Linking Noncontiguous Tasks Using the Predecessor/Successor Form to Link Tasks Linking Tasks Graphically Activity Duration Estimating Enter Durations for Class Project Managing the Schedule Time Determining the Critical Path Create a Custom Gantt Chart View and Table Showing Critical Path Format the Current Date Grid Using the Time Feature in the Gantt Chart View Using Standard Filters Using AutoFilters Custom Filters: Filtering for a Key Word Interactive Custom Filters: Filtering for Tasks by Core Team Custom Filters: Filtering for Dangling Tasks Setting Task Constraints Eliminate Schedule Constraints Grouping Tasks Optimize the Task Schedule Changing the Logic of the Class Project

4 Scheduling with the Task Form Overlap Tasks with Finish-to-Finish Relationship Overlapping Tasks with Start-to-Start Relationships Resource Planning Using Resources from the Enterprise Resource Pool Assigning Team Members to Tasks Using the Team Planner View View Resource Allocations in the Resource Graph Viewing Over-Allocated Resources within a Project Viewing Over-Allocated Resources across the Enterprise Using the Team Planner View Resource Leveling Tool and How it Works Create a Leveled Resource Indicator Field Remove the Effects of Leveling Options for Optimizing Resource Schedules Replacing a Resource View New Over-Allocations Change a Task Calendar to Optimize the Schedule Freeze the Base 3. Executing Process Reporting from the Project Pro Client Reporting from the Project Server Resource Usage Reports Visual Reports Reporting in Excel Reporting in Word Reporting in PowerPoint 4. Controlling Process Performance Reporting Updating Tasks View the Updated Schedule in the Project Server Project Center Save the Updated Schedule and Interim Plan Using the Project Server Collaborative Web Site Creating and Managing Risks Creating and Managing Issues Publishing Documents 5. Closing Process Administrative Closure Administrative Backup Create a Project Template Case Studies Case Study 1: Building and Compressing a Schedule Working in groups, you will be given a set of tasks and a project dead to meet. Using MS Project, your group will create a schedule that illustrates your approach to managing the project to meet the dead.

5 Case Study 2: Resolving Resource Conflicts You will be given a project with tasks durations and links. Working in groups, you will assign resources, view resource over-allocations, and resolve resource issues. Labs Lab 1: Creating a Value List Further Information: For More information, or to book your course, please call us on Head Office +44 (0) cee@globalknowledge.net Global Knowledge, Mulberry Business Park, Fishponds Road, Wokingham Berkshire RG41 2GY UK