In response to the coronavirus (COVID-19) situation, Microsoft is implementing several temporary changes to our training and certification program. Learn more.


Office 365

  • Published:
    July 28, 2016
  • Languages:
  • Audiences:
    IT professionals
  • Technology:
    Office 365 Project Portfolio Management
  • Credit toward certification:

Managing Projects and Portfolios with Microsoft PPM

This exam has been retired

For currently available options, please see the Microsoft Certification exam list.

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. View video tutorials about the variety of question types on Microsoft exams.

Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.

If you have concerns about specific questions on this exam, please submit an exam challenge.

If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.

Create projects and programs
  • Define strategy
    • Define business drivers, create multiple driver prioritizations, analyze consistency ratio
  • Optimize portfolios
    • Capture project requests and ideas, rate projects against business drivers, determine primary cost constraints, determine resource constraints, set project dependencies, create a portfolio analysis, review and modify prioritizations in an analysis, force projects in and out of analysis, determine hired resources, compare and run simulations for project portfolio selection, add additional constraints
  • Create a new enterprise project
    • Create a project and manage workflow, use workflow approvals, import projects through Project Professional, create and manage project schedules using Project Web App, save and check in projects, import projects from Excel
  • Create programs
    • Insert sub-projects, create cross-project task dependencies, calculate sub-project summary fields, associate programs to portfolios, associate projects to programs
Plan projects and programs
  • Define deliverables
    • Add deliverables, set dependencies on deliverables, synchronize deliverables with project, link related items
  • Create tasks and a Work Breakdown Structure (WBS)
    • Create and modify summary tasks and subtasks, rearrange tasks, create milestones, create manually scheduled tasks, set tasks as active or inactive
  • Schedule the project
    • Set date constraints, deadlines, dependencies, links, duration equations, effort-driven tasks, and formulas; choose task types; enter duration; set or change the task mode (manual or auto); display warnings and suggestions; use estimated durations and user-controlled summary tasks
  • Manage resources and teams
    • Edit resources with Project Web App, edit resources with Project Pro for Office 365, create team resources, create team assignments, add a team task to a task page or timesheet, map resource roles (Portfolio analysis)
  • Perform resource engagement
    • Submit, accept, modify, and reject a resource engagement request; build a team for a resource plan; build a resource plan for a project; set resource utilization; use committed versus proposed assignments
  • Build a project team
    • Build a Project Team through Project Pro for Office 365 or Project Web App, build a Project Team through Project Web App, replace generic resources, work with proposed assignments
  • Resolve resource over allocations across projects
    • Level resources using leveling methods; plan resource allocations using Team Planner, Task usage, Resource Requests page, and Resource Utilization
  • Build a financial plan
    • Plan program financial requirements using the resource rate table, cost per use, cost resources
Track projects and programs
  • Baseline enterprise projects
    • Set a protected baseline, set a baseline from Project Web App and Project Pro for Office 365, clear and copy a baseline
  • Select tracking method
    • Use percent complete, hours per period, actual work remaining, freeform, done, and not done fields
  • Manage task assignments
    • Publish assignments, select a status manager, select an assignment owner, set the published values for individual tasks
  • Update tasks and timesheets
    • Submit and recall timesheets, insert and remove tasks, reassign tasks, submit updates from My Tasks, submit updates from a mobile app
  • Approve tasks and timesheets
    • Accept task updates from tasks or timesheets, view impact of updates on a project, reject updates, approve and reject timesheets, manage delegations
  • Update the project plan
    • Reschedule uncompleted work, update cost resources, publish schedule changes, utilize task update history, update schedules with protected user updates, close tasks for updates
  • Collaborate and communicate projects and programs
    • Create a project site; add Document Library; add Lists, Calendar, and Folders; modify site layout; create program (master-sub) structure using subsites; add risks and issues
Control, report, manage, and extend the PPM solution
  • Customize Project Web App views and reports
    • Create a portfolio report using Excel; create dashboards; copy and edit views; set default views; rename field names; group, filter, and sort views
  • Advanced Reporting
    • Load the content pack with Power BI, create reports and dashboards, ask natural language questions, leverage filters, pin results to the dashboard, create views with tiles from multiple datasets and reports, create reports using the out-of-the-box reporting capability
  • Manage configurable enterprise objects
    • Create and manage enterprise project templates, define enterprise custom fields, define Project workflows, define enterprise global objects, extend with Office Store apps, add social elements
  • Implement a security model
    • Change between SharePoint Security mode and Project Security mode, create users, create and modify security groups and categories, set up Project Site permissions

Who should take this exam?

Candidates for this exam are engaged in managing projects, programs, or portfolios in the Microsoft Project Portfolio Management (PPM) environment and have a solid understanding of key project and portfolio management concepts and terminology.

Candidates should also have extensive hands-on experience using and configuring all the components of Microsoft PPM and its equivalent on-premises.

More information about exams

Preparing for an exam

We recommend that you review this exam preparation guide in its entirety and familiarize yourself with the resources on this website before you schedule your exam. See the Microsoft Certification exam overview for information about registration, videos of typical exam question formats, and other preparation resources. For information on exam policies and scoring, see the Microsoft Certification exam policies and FAQs.


This preparation guide is subject to change at any time without prior notice and at the sole discretion of Microsoft. Microsoft exams might include adaptive testing technology and simulation items. Microsoft does not identify the format in which exams are presented. Please use this preparation guide to prepare for the exam, regardless of its format. To help you prepare for this exam, Microsoft recommends that you have hands-on experience with the product and that you use the specified training resources. These training resources do not necessarily cover all topics listed in the "Skills measured" section.

Additional resources

Exam Replay

See two great offers to help boost your odds of success.