For people responsible for the ongoing administration of the Project Server system. This course is for both technical and non-technical Project Server administrators, and is tailored to the business application owner who serves as the organization’s primary or backup business application administrator.
This 2-day course prepares administrators to look after a Project Server enterprise project management system. Project Server administrators taking this course learn how to properly configure and maintain Project Server 2003/2007 using both Microsoft Project Professional and the Project Web Access interface.
Although having an IT background knowledge base is helpful, it is not a requirement for students to be able to master the content in this course.
The following learning objectives are subject to customization
After completing this course, you will be able to:
- Describe the project communication life cycle used with Project Server
- Describe the technologies and architecture used in Project Server
- Configure custom enterprise fields, outline codes, and calendars in the Enterprise Global file
- Add resources to the Enterprise Resource Pool
- Understand the administration interface in Project Web Access
- Set the initial configuration options for Project Server
- Configure Project Server security using Groups and Categories
- Import enterprise templates and existing projects into Project Server
- Properly use Administrative projects
- Build the OLAP Cube and resource availability information
- Create custom views in both Project Web Access and Microsoft Project Professional
- Manage Windows SharePoint Services
- Manage the day-to-day operations Project Server, including checking in projects and cleaning up the Project Server database
The following course topics are subject to customization:
Module 1: Introducing Microsoft Project Server
What Is Microsoft Project Server?
Applying Enterprise Project Management Terminology to Microsoft Project Server
Understanding Project Server’s Language
Enterprise Project
Enterprise Resource
Check In and Check Out
Using Project Server’s Enterprise Resource Management Tools
Understanding the Project Communication Life Cycle in Project Server
Additional Collaboration and Management Tools
Understanding the Windows SharePoint Services Role with Project Server
Understanding Publishing in Project Server
Understanding Analysis Tools
Portfolio Modeling
Module 2: Project Server Architecture
Understanding the Project Server System Software Environment
End User Software
Server Software
Database Software
Understanding Project Server Physical Environments
The Microsoft Office Connection
Understanding Server Requirements, Scalability, and Availability Options
Understanding Client Requirements
Module 3: Project Server Configuration in Microsoft Project Professional
Logging Into Project Server through Microsoft Project Professional 2003/2007
Enterprise Global Overview
Checking Out the Enterprise Global
Backing Up and Restoring the Enterprise Global
Understanding Custom Fields and Custom Outline Codes
Why Enterprise Fields and Outline Codes Are Important to You
Enterprise Field and Outline Code Types
Defining Enterprise Fields
Using Formulas to Display Calculated Data in Custom Fields
Understanding Rollup Methods for Enterprise Custom Fields
Displaying Graphical Indicators in Custom Fields
Defining Enterprise Outline Codes
Sharing another Field’s Outline Code
Deleting a Custom Field or Outline Code
Setting Up Skill Codes and Other Resource Keys
Using Multi-Value Enterprise Resource Outline Code Fields
Setting Up the RBS Field (Enterprise Resource Outline Code 30)
The Publishing Process and Enterprise Custom Fields
Setting Default Working Times for the Enterprise
Creating New Base Calendars
Warning: Synchronizing the Working Time with the Project Calendar
Setting a Standard Currency for the Enterprise
Module 4: Building and Managing the Enterprise Resource Pool
Enterprise Resource Pool Overview
Enterprise vs. Local Resources
Understanding Enterprise Resource Types
Creating Enterprise Resources
Creating Work Resources
Creating Material Resources
Creating Generic Resources
Editing Existing Resources in the Enterprise Resource Pool
Adding New Enterprise Resources through Active Directory Synchronization
Preparing to Import Enterprise Resources
Importing Resources from Active Directory
Importing Resources from Your Address Book
Verifying a Windows Account for a Resource
Preparing Custom Fields and Outline Code Data
Importing Enterprise Resources
Deactivating an Enterprise Resource
Module 5: Using Project Web Access for Configuration and Administration
Using the Project Web Access User Interface
Menu Bar
Actions Pane
Customization Tabs
Action Bar
Manipulating the Data Grid
Printing the Data Grid
Exporting the Data Grid to Excel
Project Web Access Administration Interface
Module 6: Initial Project Server Configuration in Project Web Access
Overview: Setting Application Options
Setting Options for Enterprise Features
Specifying the Project Server Mode
Selecting Project Web Access Features
Entering Project Server Base URLs
Configuring Alerts and Reminders
Configuring Project Web Access Menus
Setting Options for OLAP and Resource Availability Tables
Setting the Default Method for Tracking Progress
Default Method for Reporting Progress
Locking Down Defaults
Specifying Time Period Settings
Defining Current Tasks
Tips for Using the Percent of Work Complete Method of Tracking
Tips for Using the Actual Work Done and Work Remaining Method of Tracking
Tips for Using the Hours of Work Done Per Day or Per Week Method of Tracking
Adding Custom Home Page Content
Establishing Project Versions
Specifying User Authentication and Password Length
Module 7: Configuring Project Server Security using Categories and Groups
Overview of Project Server Security
Global Permissions Essentials
Setting Global Permissions (Features)
Overview: Controlling Permissions with Groups and Categories
Understanding Categories
Understanding Groups
Understanding the Interaction between Categories and Groups
Managing Security through Categories
Creating a New Category
Summary of Default Category Settings
My Direct Reports
My Organization
My Projects
My Resources
My Tasks
Managing Permissions with Groups
Creating a New Group
Setting Permissions with Security Templates
Managing Active Directory Synchronization for Groups
Managing User Accounts
Adding or Modifying Users
Clearing the Active Directory Globally-Unique Identifier
How Do I…?
Module 8: Building and Managing the Project Environment
Overview of the Project Environment
Importing Projects
Controlling the Project Environment with Templates
Creating an Enterprise Template
Determining Timesheet (Published) Fields
Using Administrative Projects
Creating an Administrative Project
Collaborating on an Administrative Project
Considerations for Using Administrative Projects
Building the OLAP Cube and Publishing Resource Availability
Module 9: Creating and Modifying Project Server Views
Overview: Creating Views
Creating Gantt Chart Formats
Creating Grouping Formats
Managing Project Web Access Views
Deleting Views
Copying and Modifying Views
Creating Custom Views in Project Web Access
Creating a Custom Project View
Creating a Custom Project Center View
Creating a Custom Assignment View
Creating a Custom Resource Center View
Modifying the Timesheet View
Creating a Custom Portfolio Analyzer View
Using the Portfolio Analyzer Toolbars
Tips for Using the Portfolio Analyzer
Getting Additional Views
Managing Enterprise Views in Microsoft Project Professional
Create a New View Using the 4-Step Method
Select or Create a Table
Select or Create a Filter
Select or Create a Group
Create the New Custom View
Creating an Enterprise Cost View
Select or Create a Table
Select or Create a Filter
Select or Create a Group
Create the New View
Creating an Enterprise Resource Sheet View
Moving Objects In and Out of the Enterprise Global Using the Organizer
Module 10: Managing Windows SharePoint Services
Overview: Managing Windows SharePoint Services
What is Windows SharePoint Services?
Managing WSS Connections
Managing WSS Site Provisioning Settings
Managing WSS Sites
Using Site Administration for a WSS Site
Using the Administration Options
Using the Customization Options
Using the Manage My Information Options
Synchronizing Web Administrator Accounts
Connecting to a SharePoint Portal Server
Using WSS Central Administration
Getting More Information about WSS
Module 11: Managing Project Server
Checking in Enterprise Projects and Resources
Checking In Enterprise Projects and Resources in the SQL Server Database
Cleaning Up the Project Server Database
Deleting Projects
Deleting Resources
Deleting Task Assignments
Deleting Resource Task Updates
Deleting Status Report Responses
Monitoring Project Server Licenses
Monitoring Your Project Server |
