Course Description
This class is packed with hands-on labs to re-enforce class topics and provide you with the skills to successfully manage your project portfolio and individual projects. You'll learn best practices for implementing Project Server project management sites in SharePoint, and practical ideas for implementing the solutions within you organization.
Make better decisions, communicate more effectively, and increase project success with Project Server!
- Provide Stakeholders with a single point of access to information
- Lower costs and improve operational efficiency
- Jumpstart your efforts to create a Project Management Information System (PMIS)
- Leave the course with everything you need to manage your enterprise portfolio
- Hands-on! Learn by doing and building actual solutions during class
- Increase project success immediately with learned skills
- Effectively manage both Agile and Waterfall projects
- Taught by Project Management and SharePoint experts
- Real-world scenarios and examples of how to use Project Server in your organization
- Get a handle on resource management in your organization
Substitution & Cancellation Policy:
You may cancel or reschedule up to 21 days prior to the start date of the class at no penalty. For any cancellation or reschedule requests within 21 days, the full course tuition is still due and not eligible for refund. Any paid tuition will be credited towards a future class and must be used within 12 months.
*Partner delivered courses may be subject to different cancellation terms
Agenda
1. Overview – Project Server and SharePoint
- What's New in SharePoint and Project Server 2015/2017
- Cloud (Office 365) versus On-Premise Project Server 2015/2017
- Platform Overview and Features
- Terminology in Project Server 2015/2017
- Understanding the Queue
2. SharePoint Concepts
- The SharePoint Hierarchy
- Permissions Modes
- Lists and Libraries
- Workflows
3. Tasks Lists and Project Sites
- Creating Site Collections, Sites, and Sub-sites
- Customizing Permissions
- Adding Apps to a Site
- Working with Tasks Lists
- Using Document Sets
4. PWA – Project Web App
- Track Your Work carousel web part
- Navigation and Getting Around
- Project Center Views, Filters, and Groupings
- Using the Data Grid
5. Configuring Enterprise Options
- Data Fields
- Custom Fields
- Lookup Tables
- Graphical Indicators
- Departments
- Formulas
- Enterprise Calendars
- Time and Task Management Options
- Timesheets
- Views
6. Project Workflows and Governance
- Understanding Enterprise Project Types
- Working with Phases and Stages
- Creating Project Detail Pages
- Creating Site Templates
- Creating Project Templates
- Building Workflows
7. Working with Projects and MS Project
- Options for Editing Project Tasks
- Working with the Web Interface
- Working in Microsoft Project
- Creating an Enterprise project
- Importing a Local Project
- Creating from an Enterprise template
- Managing Project Site Provisioning and Sites
- Connecting a SharePoint Task List to Project Server and MS Project
- Promote a SharePoint Task List to an Enterprise Project
- Converting Enterprise Project Types
- Managing Security
8. Resource and Assignment Planning
- Enterprise Resource Concepts
- Creating Resources
- Creating a Resource Plan
- Building a Project Team
- Using Task Types and Effort Driving Scheduling
- Cost Resources
- Using Team Planner
- Resource Overallocations
- Viewing Resource Availability
- Viewing Resource Assignments
9. Managing the Project
- Critical Paths
- Project Baselines
- Project Permissions
10. Working with Issues, Risks, and Deliverables
- Managing Issues
- Managing Risks
- Managing Deliverables
11. Tracking Time and Task Progress
- Tracking time Options
- Using the Timesheet screen
- Submitting Timesheets
- Status and responses to Timesheets
- Approving Timesheets
- Using the Tasks Page in PWA
- Reporting progress from Tasks Page
- Managing Task Updates
- Reassigning work
12. Status Reports
- Requesting a Status Report
- Submitting a Status Report
- Tracking Responses
13. Reporting and Business Intelligence
- What Is BI?
- Available Data in Project Server
- What is OLAP?
- Excel and Excel Services
- The BI Center and Sample Reports
- Creating Reports
- Visual Reports in Microsoft Project 2015/2017
14. Portfolio Governance
- Understanding Demand Management
- Understanding Portfolio Management
- Configure Portfolio Options
- Strategic Drivers
- Driver Prioritization
- Project Dependencies
- Calculating Resource Capacity
- Portfolio Analysis Tools
- Creating an analysis
- Analyzing Cost
- Analyzing Resources
- Saving a Scenario
- Overriding project priority
- Comparing Analyses