Project Server 2010 KeyStone Learning Systems - Microsoft Learning, Computer Security Training, and Help Desk Solutions

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Overview Learning Objectives Outline Instructor

Using Microsoft Project Server 2010 - Essentials:

This is a module based offering for Project Managers and Project Team Members who will be using Microsoft Project Professional 2010 and/or Project Web App (PWA) in an enterprise-wide project management environment utilizing Microsoft Project Server 2010. The sections of the course are designed to follow the Project Management Institute’s standard project management processes: Initiate; Plan; Execute/Control; and Close.

Microsoft Project Professional 2010 connected to Project Server 2010 running on SharePoint Server 2010 provides an enterprise wide project lifecycle management solution. This course provides an understanding of the role project managers and team members have within the system and focuses on how those roles could utilize each of the components.

The length of the course is determined by the modules selected based on the Project Server 2010 system configuration and can be supplemented with modules from the course: Microsoft Project 2010 – Core Essentials for more detailed use of all the capabilities of Microsoft Project 2010.

Who benefits from this training?

This workshop was designed specifically for project managers and project team members who want to understand how to utilize the capabilities of Microsoft Office Project Professional 2010 combined with Microsoft Office Project Server 2010 to their fullest potential. At the end of the workshop, participants will know:

The project information platform and communication lifecycle provided by Project Server 2010
Microsoft’s approach to enterprise-wide project management using Microsoft Office Project Professional 2010 and Project Web App
How to initiate and plan project proposals and schedules in an enterprise-wide environment
How to work with an enterprise resource pool for team building and work allocation
How to manage and track project task assignments and update project status
How the Team Members role fits in with project lifecycle management
How to work with the collaboration tools provided within the system

Learning Objectives:

Understanding the Project Server 2010 Enterprise Project Management environment.
Learning how Project Managers and team members can initiate, plan and manage project schedules in this environment.
Understanding the role of team members / resources in updating project tasks and in communicating and collaborating status utilizing this system.
Learn the functionality provided to the project manager and team member roles in each of the stages of project lifecycle management provided by Project Server 2010.
Appreciating the ability of an enterprise-wide system in supporting project, work, and resource visibility and management within a collaborative environment.

High Level Topics:

What is Project Server 2010?
The Microsoft Project Server 2010 environment, including Windows 2008 Server with SharePoint Server 2010, and SQL Server.
Overview of Project Lifecycle management and terminology.
Enterprise Planning Standards; including Security, Calendars, Custom Fields, Enterprise Global standards, Project Detail Pages, Enterprise Project Types, Templates, Workflow, and an Enterprise Resource Pool.
Understanding the Project Professional 2010 and Project Web App interface
Creating a login account from Project Professional

Initiating Enterprise Projects

Understanding differences in project initiating processes when using either Project Professional or Project Web App with Enterprise Project Types and Project Detail Pages
The roles and responsibilities of the Project Manager in initiating project plans in an enterprise-wide environment.
Entering Project Details from Enterprise Project Types
Starting the Project Workflow processes with project proposals

Project Planning in an Enterprise Environment

Using Enterprise Project Templates to assist in the process of building project schedules.
Review of basic scheduling tools in Microsoft Project Professional 2010
Using the Enterprise Resource Pool to build the project team
Using Skills Based resource Matching and Replacing Generic Resources
Adding / defining local resources, and then assigning resources to the schedule.
Using Deliverables to communicate important milestones.

Tracking and Reporting Progress

Publish the completed (or baselined) schedule to Project Server 2010.
The role of team members / project resources assigned to project tasks in updating progress and other status.
The role of the project managers / planners in the process of updating project schedules including requesting, receiving, previewing, and approving of task updates.
Using Timesheets to record non-project work status.

Monitoring Status - Communicating Results

Setting resource Alerts and Reminders.
Using the Project Center and Project views.
Editing project information in Project Web App.
Using the Resource Center with Assignment and Allocation charts.
Reviewing Business Intelligence views and dashboards for analysis.
Defining, requesting, and distributing status reports.

Collaboration using Project Sites

Understanding Project Sites.
Organize and store project-related documents.
Managing project Issues.
Managing project Risks.

At a Glance

Level Beginner to Advanced
Instructor David Blair

Course Introduction and Overview
Who benefits from this training?
Learning Objectives
What is not covered

What is Project Server 2010?
Understanding the Project Server 2010 environment
Understanding the Project Communication Lifecycle

Exploring Configuration Concepts for Standardization
Enterprise Custom Fields
The Enterprise Global Template
Enterprise Project Templates
Enterprise Calendars
Workflow
Enterprise Project Types

Working with the Project Web App Interface
Navigating the Quick Launch Menu
Using the PWA Ribbon Interface
Working with Views
Working with Data Grids

Working with the Microsoft Project Professional Interface
Using the Ribbon Menu
Using the Backstage
Adjusting Scheduling Options
Working with Account logins

Initiating Enterprise Projects
Initiating Project Proposals Using Workflow Processes
Project Workflow Phases and Stages in Project Server
Starting a New Project Proposal
Reviewing Workflow Status
Initiating Projects Using Project Web App
Creating a New Project from Project Center
Entering Project Details
Saving, Publishing, Closing
Initiating Projects Using Project Professional 2010
Starting with Enterprise Templates
Entering Enterprise Project Information
Understanding Save vs. Publish
Understanding the Local Cache
Working Offline

Project Planning in an Enterprise Environment
Using Project Professional with Project Server
Building the Team from the Enterprise Resource Pool
Local vs. Enterprise Resources
Microsoft Project Scheduling Tools Review
Using Project Web App
Editing Projects in Project Web App
Creating a Resource Plan
Understanding Project Detail Pages

Project Execution - Tracking and Reporting Progress
Preparing to Track Project Progress
Task Tracking Methods
Setting your Resources Alerts and Reminders
Creating Baseline Data
Creating the Project Site
Setting Project Deliverables
The Team Member Role in the Task Updating Process
Understanding the My Tasks Page
Using the Assignments Detail Page
Submitting Task Status to the Project Manager
The Project Manager Role in Updating Project Progress
Approving\Rejecting Task Updates
Previewing Update Consequences

Working with Timesheets
Understanding the Timesheet Page
Entering your Actual Time
Importing Task Status
Entering Future Time
Submitting a Timesheet for Approval

Monitoring Status - Communicating Results
Working with the Project Center
Working with Project Detail Pages
Working with the Resource Center
Understanding Availability charts
Reviewing Cross Project Assignments
Reviewing Business Intelligence and Dashboard Pages

Collaborating using Project Sites
Understanding Project Sites
Working with Project Documents
Managing Project Risks
Managing Project Issues

What We’ve Learned

Project Server 2010 Instructor

David Blair

MCP, MCTS, PMPi

David Blair, MCP, MCTS, is a Senior Associate with the Project Management Practice, Inc. David has been involved at every level of design and development of project management software products for over 18 years. Working as a lead consultant, David has implemented and provided practical administrative and end user training for tools that support effective enterprise project management processes, utilizing Microsoft Project Server 2003 and 2007 for a variety of organizations around the world. Most recently, David has been certified as a Microsoft Certified Trainer (MCT) and Technical Specialist (MCTS) in Microsoft Project and Project Server 2007.