Digi Academy

Project Server 2013 Inside Out

Digi Academy
A Milano

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Tipologia Corso
Luogo Milano
Inizio Scegli data
  • Corso
  • Milano
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Descrizione

After completing this module, students will be able to: Understand your course, classroom, classmates, facility and instructor. In this module you will be introduced to Project Server 2013 features and architecture and a brief review of the Microsoft Enterprise Project Management (EPM) stack. You will also learn how to install Project Server 2013 and upgrade older Project Server 2010 instances.

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Dove e quando
Inizio Luogo
Scegli data
Milano
Via Valtellina, 63, 20124, Milano, Italia
Visualizza mappa
Inizio Scegli data
Luogo
Milano
Via Valtellina, 63, 20124, Milano, Italia
Visualizza mappa

Cosa impari in questo corso?

Web master
Server
Security
Reporting
Management
Business intelligence
e-Business

Programma

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



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