| Course OutlineModule 1: Introduction to Microsoft’s EPM Solution This module introduces the student to enterprise project management and provides and overview of the benefits and functionality of Microsoft’s EPM solution. Lessons Introduction Resource Capacity Model Value Tour: An Overview of Project Server Functionality Product Architecture Establishing Organizational Standards
After completing this module, students will be able to: - Understand the benefits of the Project 2007 EPM solution for effective project management.
- Have a knowledge of the basic components of the Project 2007 EPM Solution including Project Professional, Project Web Access, and Project Server.
- Understand how the EPM Solution relates to roles, workflow and the resource capacity model.
Module 2: Microsoft Project Professional ClientThis module focuses on the collaboration features within Microsoft Office Project Professional that enable users to share data with Project Server and connect to Project Web Access. Lessons Introduction Value Tour: Project Professional within the EPM Solution Project Professional communicates with Project Server Users must have a Project Server Account Saving and Publishing Projects Find and Open a File Check In and Check Out a Project Build Team Assigns Enterprise Resources Managing Multiple Projects
Lab : Microsoft Project ProfessionalPublish a project and view it in PWA Take a project offline, work on it, and check it back in Create a master project and produce a Cash Flow Visual Report Establish cross-project dependencies Use a deliverable to coordinate schedules among projects
After completing this module, students will be able to: - Understand the difference in functionality between Project Standard and Project Professional.
- Understand the difference between the Project Global Template and the Enterprise Global Template.
- Use Enterprise Options to create a Project Server account and connect to the project server.
- Create, save and publish a project.
- Create a project workspace.
- Work with and save projects offline.
- Manage inter-project dependencies
Module 3: Introduction to Project Web AccessThis module explains the design of the user interface. All users – team members, executives, project managers, etc. – use PWA to access and enter the data stored in SharePoint and Project Server. Lessons Introduction Project Web Access User Interface Basics Views
Lab : Introduction to Project Web AccessUse filters/grouping to view projects in the Project Center Use filters/grouping to view project resources Use print grid
After completing this module, students will be able to: - Understand the function of PWA for collaboration and communication among project team members, project managers, and executives.
- Log on to their PWA Home page.
- Describe the functional areas of the Project Web Access Home page including the Quick Launch pane.
- Use the Quick Launch pane to access common project activities involving tasks, timesheets, resources, and reports.
- Understand the Actions menu and the elements that are common to all PWA views.
- Use the Settings menu to customize data views including, Filter, Group, Search, and View Options.
- Access and use functions in the Actions menu including Export PWA views to Excel and Print.
- Adjust Personal Settings to control alerts.
Module 4: Activity Plans and ProposalsThis module presents Activity Plans and Proposals – two methods of developing simple project plans with assigned resources that don’t require Microsoft Office Project Professional. Lessons Introduction Value Tour: Manage with an Activity Plan Create an Activity Plan Assign Resources to an Activity Plan PWA Proposals
Lab : Activity Plans and ProposalsCreate a project Proposal Assign resources to the Proposal Create a Resource Plan for the Proposal Convert the Proposal to a Project Professional plan
After completing this module, students will be able to: - Understand the trade-offs/benefits to planning a project in Project Professional vs. Project Web Access (PWA).
- Define the terms SharePoint Project Task List, Activity Plan, and Proposal.
- Understand the Enterprise Project Management (EPM) benefits to using Activity Plans and Proposals.
- Understand how Activity Plans and Proposals affect the Resource Capacity Model and Workflow
- Create and publish an Activity Plan.
- Create and publish a Proposal.
- Import a SharePoint Task List into a Proposal or Activity Plan.
- Know why, and how, to convert a Proposal or an Activity Plan to Project Professional status.
Module 5: Managing Enterprise ResourcesThis module presents all the functionality that enables an enterprise to optimize project resources that are shared among multiple projects. Lessons Introduction Value Tour: Staff the Enterprise and Staff Projects Resource Information in Project Server 2007 The Resource Capacity Model Resource Optimization Tools in Project Professional
Lab : Resource Plans and Task AssignmentsCreate an Activity Plan Build a Resource Team Make Task Assignments Add named resources View resource availability Build a resource plan
Lab : Administrative TimeCreate a calendar exception View the impact of administrative time on resource availability
After completing this module, students will be able to: - Describe how Project Server uses a Resource Capacity Model to manage all the resources and work in the enterprise.
- Describe how non-project activities such as company holidays, vacations, and operational work are accounted for in Project Server.
- Describe how Project Server calculates the remaining availability of resources in the enterprise.
- Describe the kinds of data recorded for each resource and how that data is used within Project Server.
- Use Build Team to assign specific resources to projects, Activity Plans and Proposals.
- Use a Resource Plan to allocate specific resources to a project.
- Use Generic resources for developing resource requirement forecasts.
- Use the Substitution Wizard to replace Generic resources with specific resources on a project.
- View the availability of individual or groups of resources in the future.
Module 6: Submitting TimesheetsThis module explains how submit actual time spent on work using Timesheets. Lessons Introduction Value Tour: Timesheets Capture Actual Time Timesheet Data My Timesheet List Plan Administrative Time
Lab : Submitting TimesheetsPlan administrative time using a Timesheet Create a Timesheet Submit a Timesheet Recall and correct a Timesheet
After completing this module, students will be able to: - Understand the difference between timesheet reporting and task status reporting.
- Define and describe the following terms: project time, non‑project/administrative time, non-working time.
- Understand the structure and content of a timesheet.
- Create and report against new tasks in the PWA Timesheet.
- Report hours worked on assigned tasks using the PWA Timesheet.
- Report non-project hours (administrative time, non-project work time, vacation time, sick time, etc).
- Plan for future administrative time and be able to explain when it is appropriate.
- Create a surrogate time sheet.
- Recall a previously submitted timesheet.
- Understand and use the Actions menu in PWA Timesheets.
Module 7: Approving TimesheetsThis module explains how functional managers review and approve timesheet data that has been submitted by users within their span of control. Lessons Introduction Value Tour: Approve Timesheets Timesheet Approval Process Administrative Time Requests Recalling a Timesheet Adjusting a Timesheet Timesheet Implementation and Administration
Lab : Approving TimesheetsGenerate a report of un-submitted Timesheets Reject a Timesheet Approve and adjust a Timesheet Recall a Timesheet
After completing this module, students will be able to: - Use Project Web Access (PWA) to access, view, accept, reject, approve, recall, and adjust team member timesheets.
- Understand the distinction between timesheet data (financial) and task reporting data (project scheduling).
- Describe the workflow of submitting and approving timesheets.
- Understand how timesheet data impacts the Resource Capacity Model.
- Understand how timesheet status changes through approval routing.
- Understand the value of timesheet data for reporting actual time spent by resources on billable/non billable work, project/non-project activities, and regular/overtime hours.
Module 8: Submitting Task UpdatesThis module explains the difference between Timesheets and Task Updates, and how to update the status of a task using Task Updates functionality. Lessons Introduction Value Tour: Report Progress Using a Task Update Submitting Task Updates via My Tasks Managing Task Status: Viewing Task Details with the Assignment Details Page Actions > Self-Assign Team Tasks Actions > Synchronize to Outlook New > Personal Activities New > Task: Creating a New Task
Lab : Submitting Task UpdatesReject a task assignment Assign yourself a team task Enter actual hours for work performed Review issues, risks and related assignments
After completing this module, students will be able to: - Describe where Task Updates fit in the Enterprise Project Management workflow
- Describe how Task Updates affect the Resource Capacity Model
- Navigate the My Tasks page and choose the Matrix view and Gantt view
- View specifically assigned tasks
- Report task progress using three different tracking methods:
- Percent complete
- Work done per period
- Actual and remaining
- Import time previously reported in a timesheet for use in a Task Update
- Access assignment details on the Assignment Details page for detailed status reporting
- Create a new task
- Create a Personal Activity List
- Self-assign Team Tasks
- Re-assign Work to other users
- Synchronize with Outlook
Module 9: Approving Task UpdatesThis module explains how a project manager uses Task Updates to communicate with team members that are submitting task status on projects. Lessons Introduction Value Tour: Task Updates Enable Progress Reporting Who Approves Task Updates? View Task Update Approval Information Approving Task Updates Rejecting Task Updates Task Update Approval Rules Review and Publish Your Approvals and Rejections
Lab : Approving Task UpdatesPublish task assignments Report task status Reject and approve tasks Publish Updates
After completing this module, students will be able to: - Describe the task updates workflow and how it affects the Resource Capacity Model.
- From their PWA Home page, access the task updates awaiting their review.
- Manipulate the views to change the way task update information is presented.
- Approve / reject task updates either manually or by applying pre-determined rules.
- Approve / reject requests from team members for administrative time.
- Create / revise task update approval rules.
- Review and publish an updated project plan based on current team member task updates.
Module 10: Collaboration ToolsThis module explains the collaboration functionality that comes with SharePoint that is built in to Project Web Access. Lessons Introduction Value Tour: PWA Collaboration Features Top Level Navigation Lists: Issues & Risks Issues: Problems That Need Resolution Risks: Threats and Opportunities on the Horizon Document Collaboration Features Using Microsoft Workflow Foundation for Document Control
Lab : Tracking Issues and RisksCreate a risk and an issue Close an issue Connect risks, issues, and tasks Manage a custom list
Lab : Project DocumentsOpen an existing document Create and store a new document
After completing this module, students will be able to: - Use two examples of Lists – Risks and Issues – and be able to change the format of a list
- 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
Module 11: Enterprise ReportsThis module explains the data analysis features that are available and the custom reports that are available using Project Server and Project Web Access. Lessons Lab : Enterprise ReportsCreate a new data analysis view Make a new On Demand report Analyze a project
After completing this module, students will be able to: - Understand the Business Intelligence value of using Project Server Data Analysis tools to mine, aggregate, and organize the raw data stored on the Project Server.
- Understand and define OLAP cubes, PivotTables, and PivotCharts.
- Understand the installation requirements that enable Data Analysis views.
- Understand that OLAP Cubes created vary in content, usage, and value to any project leadership role. In general the purposes are as follows.
- Know how to use permissions to create custom views and to control access to views for report users in order to protect sensitive information.
- Be able to access previously defined PivotTable and PivotChart views.
- Be able to modify existing and/or create new data analysis views using the Tool Bar, Chart Wizard, and Actions menu.
- Be able to export PivotTables to Excel.
- Be able to use Excel as the client to access OLAP Data in PivotTables and PivotCharts.
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