Project Server 2013 Inside Out

Architecture

Introduction

Installation

Upgrading

Install Project Server

Configure Project Server

Create a Project Web Access Site

After completing this module, students will be able to:

Understand the Microsoft EPM solution stack

Describe the new features of Project Server 2013

Describe the architecture of Project Server 2013

How to install Project Server 2013

How to setup and configure a Project Web App site

How to upgrade a Project Server 2010 instance to Project Server 2013

In this module you will learn about Project Web App (PWA). You will learn about the different areas of the PWA site and what each are used for, what steps are required when starting with a new PWA site (such as cost types, departments and resources) and lastly how to configure the various branding aspects of PWA.

Configure Project Web Access

Customizing Project Web App

Project Web Access

Exploring the New Project Web Access

Adding Quick Launch Items

Creating Cost Types

Creating Departments

Creating Resources

Importing Resources

Creating a New Project

Project Detail Pages

Creating Teams

Creating Project Tasks

Checking In\Out Projects

Setup Project 2013 Integration

Connecting to Project Server

Importing Projects

Importing Resources and Fields

Creating Projects from a SharePoint List

Exploring My Tasks aggregation

Creating and Managing Views

Working with Groupings

Working with Filters

Editing and Copying Existing Views

Applying Views

Grouping Formats

Gantt Chart Formats

Alerts and Reminders

Additional Server Settings

Server Side Event handlers

Project Site Provisioning Settings

Bulk Update Connected SharePoint Sites

Project Workflow Settings

After completing this module, students will be able to:

Describe the various areas of Project Web App

Create Cost Types

Create Departments

Create Resources

Create Projects and Tasks

Import Projects and Resources

Customize Project Web Access

In this module you explore the permissions modes of Project Server 2013. This includes the new SharePoint Permission mode and the older Project Server permission mode. Project Server permission mode includes the review of Categories, Templates and Resource Breakdown Structures (RBS) and how each interacts with user project visibility.

Permissions And Security

Explore SharePoint Permission Mode

Default SharePoint Project Groups

Adding Users To Groups

Switching to Project Server Permission Mode

Creating and Managing Users

Creating and Managing Groups

Creating and Managing Categories

Creating and Managing Security Templates

Global Permission Settings

Switching to SharePoint Permission Mode

Creating Resource Breakdown Structure (RBS)

Assigning RBS to Resources

Exploring Resource Breakdown Structure permissions

Explore RBS Project Visibility

After completing this module, students will be able to:

Describe Permission and Security feature of Project Server

How to use SharePoint Permission Mode

How to use Project Server Permission Mode

Describe and work with Categories

Describe and work with Templates

How to define and assign Resource Breakdown Structures

In this module you will learn to create and manage Enterprise Calendars, Custom Fields and Lookup Tables.

Lookup tables

Enterprise Custom Fields

Enterprise Custom Fields (Resource)

Enterprise Custom Fields (Project)

Enterprise Custom Fields (Task)

Create Baselines

Custom Field Formulas

Graphical Indicators

Rollup and Roll-down Custom Fields

Creating and Managing Enterprise Custom Lookup Tables

Create Team Name Lookup Table

Create Skill Lookup Table

After completing this module, students will be able to:

Describe and use Enterprise Calendars

Describe and use Enterprise Custom Fields

Understand how to create Custom Field formulas

Describe and use Enterprise Custom Lookup Tables

In this module you will learn how to use Project Server to perform Time and Task management. This includes defining Fiscal Periods, managing timesheets, requesting status reports and managing resource allocations.

Time Management

Task Management

Creating and Managing Enterprise Calendars

Defining Fiscal Periods

Time Reporting Periods

Line Classifications

Timesheet settings and defaults

Administrative Time

Task Settings and Display

Managing Delegates

Acting as a Delegate

Building Teams of Resources

Using Generic Resources

Mapping Resources to Teams

Assigning and Managing Team Tasks

Managing Tasks by Team Members

Self-Assigning Team Tasks

Reassigning Tasks

Assigning Resources to Tasks

Matching and Replacing Resources

Working with Resource Options

Using Resource Plans

Managing Over allocations

Displaying Over allocations on Existing Assignments

Resource Availability

Working with Team Planner

Using the Resource Substitution Wizard

Leveling Enterprise Resources

Managing Out of Office Situations

Working with Administrative Time

Creating and Managing Timesheets

Adding Rows to Timesheet

Updating Timesheets

Entering Time and Adding Comments

Submitting Time for Approval

Adding Timesheet Managers

Receiving and Reviewing Timesheets

Viewing Update History

Setting a Project Baseline

Comparing Project Baselines

Working with Tracking Methods

Using Percent of Work Complete

Using Hours of work done per period

Using Actual work done and work remaining

Integrate Exchange Server 2013

Out of Office Synchronization

Sync to Outlook

Working with My Tasks

After completing this module, students will be able to:

Describe the Task and Time management features of Project Server

Learn to create and manage Fiscal Periods

Learn to manage Timesheets

Understand how Exchange 2013 integrates with Project Server

Understand how to use the "My Tasks" feature of SharePoint 2013

In this module you will learn about many of the Business Intelligence and Reporting features of Project Server 2013. This includes the default set of Excel Services Reports and how to use the more advanced reporting features like Analysis Services, PowerPivot and PerformancePoint.

Managing Reports

Common Errors

Business Intelligence Features

Configure SQL Server Login

Install Analysis Services

Install SQL Server AMO

Configure Excel Services

Configure Secure Store

Configure PerformancePoint

Setup Report Authors and Report Viewers

Working with Business Intelligence Center

Exploring Project Server Database Tables

Working with Sample Excel Reports

Uploading Excel Report in the Project Site

Creating Dashboard Reports

Adding PWA Web Parts

Creating Excel Services Reports

Creating PerformancePoint Reports

Creating Reporting Services Reports

Creating Analysis Services Reports

After completing this module, students will be able to:

Describe the Business Intelligence and Reporting features of Project Server

Describe the default reports in the ProjectBICenter site

How to setup and use the Analysis Services feature

How to create customized Reports and Dashboards

How to use BI related web parts

How to use Excel Services, PerformancePoint, Reporting Services and Analysis Services for reporting

In this module you explore the features of a Project Site connected to SharePoint. This includes how to work with and manage Document libraries and the various SharePoint list types (Tasks, Risks and Issues, Discussion, Contacts and Calendars).

Managing Project Sites

Creating Document Libraries

Creating and Managing Documents

Editing Document Properties

Enabling Document Version and Check-in/Check-out

Linking Documents to Tasks

Creating and Managing Risks and Issues

Editing and Linking Risks and Issues

Creating and Managing Deliverables (PWA and Project)

Linking Deliverables to a Task

Managing Discussion Groups

Managing Contacts

Managing Calendars

After completing this module, students will be able to:

Describe the features of a Project Site

How to create and manage Project Sites

How to manage Project Site Lists

In this module you explore how to Backup and Restore Project Web App and the projects stored on it. You also review how to backup Project Sites tied to the Projects.

Backup

Recovery

Backup Project Server

Restore Project Server

After completing this module, students will be able to:

Describe the backup and restore process

How to Backup Project Server and Projects

How to Restore Project Server and Projects

How to Backup and Restore Project Sites

In this module you will learn how to troubleshoot and maintain Project Server. This includes deleting Enterprise Objects, managing the Project Server queue, and reading the ULS logs.

Maintaining Project Server

Troubleshooting

Deleting Enterprise Objects

Changing or Restarting Workflows

Troubleshooting and Managing Project Server Queue

Reviewing ULS Logs

After completing this module, students will be able to:

Delete Project Server Enterprise Objects

Troubleshoot workflows

Troubleshoot the Project Server Queue

Review ULS logs for issues