Managing Projects Using Microsoft Project Server 2010

Components of Project Server 2010

Overview of Logical Architecture

Project Clients

SharePoint Server 2010

Microsoft SQL Server

Overview of Project Server 2010 Settings

Enterprise Global

Enterprise Custom Fields

Enterprise Custom Fields

Enterprise Resources

Currency Settings

Overview of Project Web App

Navigation

Project Center

Resource Center

My Work

My Alerts

Project Sites

Provide an overview of the need for and benefits of Project Server 2010.

Describe the architecture that makes up Project Server 2010.

List and describe critical Project Server 2010 settings.

Navigate through Project Web App.

This module describes how to create and manage project schedules. Lessons presented in this module will explain how to create new schedules and templates using Project Professional and Project Web App. You will also learn how to save, publish and check-in schedules and manage project permissions.

Creating a New Schedule – Project Professional

Connecting to Project Server

Creating a Project Schedule

Saving and Publishing Project Schedules

Saving and Publishing Project Schedules

Creating a Project Template

Importing Projects

Importing Projects

Creating a New Basic Project Schedule

Editing the Project Schedule

Saving and Publishing the Project Schedule

Checking-In a Project through Project Web App

Creating Projects from a SharePoint List

Managing Project Permissions

Defining a New User Permission

Editing and Removing User Permissions

Working with Schedules and Project Professional

Check out and Force Check in a project file

Saving a project file as an Enterprise Template

Creating and Saving a New Project Plan in PWA

Editing a Project Plan in PWA

Creating a Project from a SharePoint List

Defining New Project Permissions

Create a new schedule in Project Professional.

Create a new schedule in PWA.

Manage project permissions.

This module describes working with project sites to manage project documents, risks, issues and deliverables. Lessons presented in this module will explain how to create, edit and link these objects to your project schedule. You will also learn how to work with team features to effectively collaborate with project team members.

Managing Documents

Creating Document Libraries

Uploading Documents

Linking Documents to Tasks

Editing Document Properties

Enabling Document Versioning 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

Linking Deliverables to a Task

Updating Deliverables

Managing Team Features

Managing Discussion Groups

Managing Contacts

Managing Calendars

Creating a New Document Library

Uploading Documents

Enabling Version Control and Check Out

Creating a New Risk Item

Creating a New Issue Item

Linking a Risk to a Task

Creating a New Deliverable in PWA

Linking a Deliverable to a Task in Project Professional in 2010

Adding a New Discussion to Team Discussion

Creating a New Contact List

Adding a New Event to the Team Calendar

Manage Project documents.

Manage risks and issues.

Manage project deliverables.

Manage team features.

This module describes how to create and define enterprise resources. Lessons presented in this module will provide an overview of enterprise resources and the various resource types and fields. You will also learn how to create resources using PWA and the assignment attributes.

Overview of Enterprise Resources

Comparing Local Resources with Enterprise Resources

Overview of Enterprise Resource Types

Overview of Resource Fields

Creating Enterprise Resources

Creating Enterprise Resources with Project Web App

Creating Enterprise Resources with Project Professional

Importing Local Resources to the Enterprise

Creating Teams

Defining Enterprise Resources

General Settings

Cost Settings

Resource Custom Fields

Create Enterprise Resources with PWA

Create Enterprise Resources with Project Professional

Import Local Resources to the Enterprise

Modify the Team Name Lookup Table

Change General Settings for a Resource

Create a Resource Custom Field

Change Cost Settings for a Resource

Give an overview of enterprise resources.

Create enterprise resources.

Define enterprise resources.

This module describes how to assign and work with enterprise resources. Lessons presented in this module will how to properly assign resources using PWA. You will learn about the various resource options and when and how to use them. You will also learn about overallocations, the tools used to overcome resource conflicts and how to manage out of office situations.

Assigning Resources using Project Web App

Building a Team of Resources

Using Generic Resources

Selecting Appropriate Resources

Assigning Resources to Tasks

Matching and Replacing Resources using PWA

Assigning Resources using Project Pro 2010

Building a Team of Resources

Using Generic Resources

Assigning Resources to Tasks

Matching and Replacing Resources using Project Professional

Working with Resource Options

Resource Availability

Resource Assignments

Using Resource Plans

Managing Overallocations

Displaying Overallocations on Existing Assignments

Working with Team Planner

Using the Resource Substitution Wizard

Leveling Enterprise Resources

Best Practices for Working with Resources

Managing Out of Office Situations

Out of Office – Team Member

Out of Office – Timesheet Manager

Out of Office – Project Manager

Assigning Resources using PWA

Match Generic Resources to Available Alternates

Assign Resources to Tasks

Build a Team of Resources

Select Generic Resources for the Team

Assign Resources to Tasks

Look for Alternate Resources by Matching

Review Resource Availability

Display Resource Assignments

Create a Resource Plan

Display Total Hours of Work Overallocated by Resources

Correct Overallocations Using Team Planner View

Level a Single Resource

Change Assignment Owner and Timesheet Manager

Change the Project Owner

Change the Status Manager

Assign resources using PWA.

Assign resources using Project Professional 2010.

Work with resource options.

Manage overallocations.

Manage out of office situations.

This module describes how to manage advanced task assignment options. Lessons presented in this module will explain the role of delegation and how to manage it. You will also learn how to create and assign team tasks and how team can self-assign tasks.

Managing Delegation

Managing Delegates

Acting as a Delegate

Working with Delegation Permissions

Managing Team Tasks

Creating a New Team

Mapping Resources to Teams

Creating and Assigning Team Tasks in Project Web App

Managing Tasks by Team Members

Reassigning Work

Creating a New Task in Project Web App

Self-assigning Tasks in Project Web App

Give Delegate Permissions

Create a New Delegate

Start and Stop a Delegation Session

Create a New Team

Map Resources to a Team

Create and Assign a Team Task in PWA

Reassign a Task to Someone Else

Create a New Task on the Tasks Page

Assign Yourself to a Task

Approve Resource Requests

Manage delegation.

Manage team tasks.

Manage tasks by team members.

This module describes how to finalize and track project schedules. Lessons presented in this module will explain baselines, why they are important and how to use baselines. You will learn the different methods in how to track the progress your project schedules. You will also learn about task status and timesheets and how to work with them.

Setting a Project Baseline

What is a Baseline?

Effects and Benefits of Setting a Baseline

Setting a Baseline

When to Set a New Baseline

Overview of Tracking Methods

Using Percent of Work Complete

Using Actual Work Done and Work Remaining

Using Hours of Work Done Per Period

Best Practice – Tracking Methods

Updating Task Progress Manually

What is a Status Date?

Updating Project as Scheduled

Reschedule Uncompleted Work

Set a New Baseline

Display Baseline Information

Set the Baseline and Status Date

Update Tasks and Reschedule Uncompleted Work

Update a Project as Scheduled

Set a project baseline.

Describe different tracking methods.

Update task progress manually.

This module describes how to track task progress in your project schedule. Lessons presented in this module will explain what a task status is and how to work with them. You will also learn how to approve task updates and use rules to improve efficiency.

Working with Task Status

Overview of Assignment Owner Role

Working with Your Tasks

Understanding Tracking Methods

Entering Task Updates

Attaching Comments and Notes

Removing Tasks

Sending Task Status for Approval

Updating and Submitting Task Status using Outlook

Approving Task Updates

Overview of Status Manager

Review and Approve Task Updates

Improving Efficiency with Rules

Closing Tasks to Updates

Attaching Notes and Comments to a Task

Attaching Notes and Comments to a Task

Previewing and Accepting a Single Task Update

Creating Rules to Manage Efficiency

Work with task status.

Approve task status.

This module describes how to update the time progress of your project schedule by using timesheets. Lessons presented in this module will explain timesheets, and how to work with them in various scenarios. You will also learn about approving time progress and viewing update history.

Managing Timesheet Settings

Create Financial Periods

Setup Timesheet Periods

Define Timesheet Line Classification

Specify Timesheet Settings and Defaults

Setting up Administrative Time

Working with Timesheets

Overview of the Timesheet Page

Updating Timesheets

Saving and Submitting Timesheets

Adding and Removing a Timesheet Task

Approving Reported Progress on Timesheets

Overview of the Timesheet Manager Role

Reviewing and Approving Timesheets

Viewing Update History

Entering Time Progress for a Timesheet Line Item

Adding a New Personal Task to the Timesheet

Approving a Timesheet

Manage timesheet settings.

Work with timesheets.

Approve reported progress on timesheets.

This module describes how to work with reports and dashboards. Lessons presented in this module will explain how to work with the various views in PWA. You will also learn about the Business Intelligence Center to create dashboards and reports using Excel Services.

Working with Business Intelligence Center

Creating a New Business Intelligence Center Site

Working with Templates

Working with Sample Reports

Creating Custom Reports using Excel

Connecting Excel to the Project Server Reporting Database

Using the Data Connection Library

Publishing an Excel Workbook

Working with Dashboards

Creating a Dashboard Library and a Web Part Page

Adding Web Parts to the Dashboard

Setting Refresh Options

Create a New Report Using a Project and Tasks Template

Creating a Custom Report in Excel

Publishing Excel Reports to SharePoint

Creating a Web Part Page

Adding Excel Web Access

Change Permission to Senior Management Dashboard

Work with Business Intelligence Center.

Work with Excel Services.

Create a dashboard.

This module describes creating and managing master projects/programs. Lessons presented in this module will explain how to link multiple projects and analyzing the effects of changing values in one project. You will also learn about master projects, how to create them and how to insert sub-projects.

Inserting Projects into a Master Project

Differences between Master Projects and Integrated Programs

Consolidating Projects

Creating Programs

Effective Scope Control

Best Practices – Master Projects and Programs

Using Cross Project Links

Navigating Through Links to External Projects

Accepting Changes in a Dependent Project

Breaking Links

Viewing Critical Path Options

Overview of the Critical Path Method

Viewing Critical Path in Programs

Viewing Critical Path in Sub Projects

Combine Projects into a Consolidated Project

Insert Subprojects to Create a Master Project

Create a Cross Project Link and Navigate Through the Links

Make a Change that Impacts a Dependent Project

Break the Link between Projects

Display Critical Paths for Each Subproject

Display a Single Critical Path

Insert projects into a master project.

Use cross project links.

View critical path options.

This module describes customizing Project Web App. Lessons presented in this module will detail how to create new views and groups. You will learn how to create and apply custom filters and enterprise custom fields.

Managing Viewing Options

Working with Display Options

Working with Show/Hide Options

Working with Data Options

Managing the Cache

Overview of Caching

Clearing the Local Cache

Factors Affecting Performance

Managing Personal Settings

Managing Personal Alerts and Reminders

Managing Alerts and Reminders for Resources

Overview of Queue Service

My Queued Jobs

Review Display Options

Review Show/Hide Options

Review Data Options

Clear the Local Cache

Reconfigure Local Cache Settings

Manage My Alerts and Reminders

Manage My Resources Alerts and Reminders

Review My Queued Job Views

Work with display options.

Manage the cache.

Manage the queue.

Manage alerts and reminders.

This module describes the personal preferences that a project manager can configure. Lessons presented in this module will explain the different viewing options available. You will learn about managing the project cache, queue and factors that affect performance. You will also learn how to manage personal alerts and reminders.

Managing Views in Project Web App

Overview of View Types

Creating New Views

Editing and Copying Existing Views

Managing Groups and Filters

Overview of Grouping and Filtering Options

Creating Custom Groups and Filters

Clearing Custom Groups and Filters

Customizing the Look and Feel of Project Web App

Customizing the Quick Launch Menu

Customizing Group Formats

Customizing Gantt Chart Formats

Managing Custom Fields

Overview of Custom Field Types and Entities

Creating a New Lookup Table

Creating a New Custom Field

Manage views.

Manage groups.

Manage filters.

Manage custom fields.