In this course, designed for project managers, participants will gain the knowledge and ability to leverage the capabilities of Microsoft Office Project Server 2007, a robust Enterprise Project Management (EPM) software application, in the context of the job role to improve job performance.

What You'll Learn

• Benefits of the Project 2007 EPM solution as they apply to the project manager
• How the EPM solution relates to roles, workflow, and the resource capacity model
• Create, save, and publish projects
• Manage inter-project dependencies
• Function of Project Web Access (PWA) for collaboration and communication among project team members, project managers, and executives
• Trade-offs/benefits to planning a project in Project Professional vs. PWA
• How activity plans and proposals affect the resource capacity model and workflow
• Create and publish an activity plan and a proposal
• Import a SharePoint task list into a proposal or activity plan
• How Project Server uses a resource capacity model to manage all the resources and work in the enterprise
• Use PWA to access, view, accept, reject, approve, recall, and adjust team member timesheets
• Distinguish between timesheet data (financial) and task reporting data (project scheduling)
• Where task updates fit in the Enterprise Project Management workflow
• Report task progress using three different tracking methods:
  • Percent complete
  • Work done per period
  • Actual and remaining
• Access assignment details for detailed status reporting
• Synchronize with Outlook
• Approve/reject task updates either manually or by applying pre-determined rules
• Review and publish an updated project plan based on current team member task updates
• 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

Who Needs to Attend

Project managers operating in an enterprise environment or managing large projects

Prerequisites

• Knowledge of Microsoft Project 2007 desktop
• Managing Projects with Microsoft Project 2007 or equivalent

Follow-On Courses

There are no follow-ons for this course.

Course Outline

1. Microsoft's EPM Solution

• Resource Capacity Model
• Value Tour: Overview of Project Server Functionality
• Product Architecture
• Establish Organizational Standards
• Module Summary
• Lab

2. Microsoft Project Professional Client

• Project Professional within the EPM Solution
• Saving and Publishing Projects
• Find and Open a File
• Check In and Check Out a Project
• Assigning Enterprise Resources
• Manage Multiple Projects
• Lab

3. Project Web Access

• Project Web Access User Interface Basics
• Views
• Module Summary
• Lab

4. Activity Plans and Proposals

• Create an Activity Plan
• Assign Resources to an Activity Plan
• PWA Proposals
• Module Summary
• Lab

5. Managing Enterprise Resources

• Resource Information in Project Server 2007
• The Resource Capacity Model
• Resource Optimization Tools in Project Professional
• Module Summary
• Lab

6. Submitting Timesheets

• Timesheet Data
• My Timesheet List
• Plan Administrative Time
• Lab

7. Approving Timesheets

• Approval Process
• Administrative Time Requests
• Recalling a Timesheet
• Adjusting a Timesheet
• Timesheet Implementation & Administration
• Summary
• Lab

8. Submitting Task updates

• Submitting Task Updates via My Tasks
• Managing Task Status: Viewing Task Details with the Assignment Details Page
• Self-Assign Team Tasks
• Synchronize to Outlook
• Personal Activities
• Task: Creating a New Task
• Module Summary
• Lab

9. Approving Task Updates

• Task Updates Approval
• Rejecting Task Updates
• Task Update Approval Rules
• Review and Publish your Approvals and Rejections
• Module Summary
• Lab

10. Collaboration Tools

• Top-Level Navigation
• Lists: Issues & Risks
• Issues: Problems that Need Resolution
• Risks: Threat and Opportunities on the Horizon
• Document Collaboration Features
• Using Microsoft Workflow Foundation for Document Control
• Lab

11. Enterprise Reports

• Data Analysis Overview
• Feature Tour
• Installation Requirements for Data Analysis Views
• Basic Architecture
• Accessing Data Analysis Views
• Working with Data Analysis Pivot Charts
• Formatting PivotChart Views
• Working with PivotTables: Exporting to Excel
• Using Excel as the Client to Access OLAP Data in Pivot Tables and Pivot Charts
• Module Summary
• Lab