For project office staff members who need to implement project management methodology, templates, calendars, custom fields, views and enterprise resource pool in Project Server.
This 2-day course prepares project office staff members to maximize the benefits the organization can gain from the Project Server environment.
- Implement Project Server within your organization from a project office perspective
- Standardize on calendars, project templates, custom enterprise fields and views
- Set up an enterprise resource pool that will allow you to:
- Minimize administrative cost by properly configuring the Resource Breakdown Structure (RBS) field
- Perform skills-based scheduling and cross-project resource leveling
- Optimize the resource usage in the portfolio of projects
- Predict long-term resource needs for the enterprise
- Develop custom views for resource managers and executives for portfolio analysis and optimization
- Perform executive scenario-analysis to analyze deadline accomplishment if projects or resources are added or removed
- Capture your organization’s methodology in customized Project Guides inside the Microsoft Project interface
- Build onto the Project Server platform: Visual Basic for Applications (VBA), Project Data Services (PDS), OLAP-cube configuration, SQL Server Reporting Services
The following course topics are subject to customization:
Implementing Project Server and your possibilities for standardization
- Determining the reporting needs in the enterprise
- Setting up custom enterprise fields to address these reporting needs:
- Single level versus multiple level fields (outline codes)
- Using custom value lists and formulas
- Determine the business rules for red/yellow/green reporting
- Views to standardize on in Enterprise Global
- Creating the administrative project for non-project time categories
- Creating project templates and publishing them as enterprise templates
- What should be in a project template and what not
- Defining the timesheet periods, fields, layout, and lock downs
Enterprise Resource Management: the Enterprise Resource Pool
- Setting up an enterprise resource pool
- Generic versus actual resources
- Local versus enterprise resources; how to properly create local resources
- Create, modify and delete resources
- Synchronization with the Windows Active Directory
- Resource Breakdown Structure – RBS (Enterprise Resource Outline code 30)
- Coding the skill fields using multi-value, multi-level fields
- Model and level the workloads of resources across all enterprise projects
- Optimizing the resource usage of individuals within the 0 - 3 month timeframe
- Know how to resolve resource over-allocations across enterprise projects
- Resource substitution and optimization across multiple projects
- Making resource demand projections by skill set for the 3 – 6 month timeframe
- Using generic resources and actual resources
- Proposed resources versus committed resources
Serving Executives: Optimizing Project Portfolios
- Developing custom portfolio views for executives to analyze portfolios
- Using the Portfolio Analyzer to dig for the cause of problems observed
- Using the Portfolio Modeler to develop what-if scenarios to address these problems
- Using the Resource Substitution Wizard and leveling to implement the winning scenario
- Developing digital dashboards that summarize portfolios in one screen using the Project Center or custom screens with Web Parts
Customizing Project Server
- Developing a custom Project Guide for your organization
- Kick-starting new project managers on your corporate methodology while minimizing training
- The spectrum of possibilities with Project Guides
- Awareness of the expertise you need when you want to hire or subcontract Project Guide developers
- Project Data Services (PDS) and the possibilities it harbors for customizing Project Server through programming
- Extending the OLAP-cube with new measures and dimensions to facilitate further analysis
- Using SQL Server Reporting Services to get to any other report, e.g. multi-database reporting, salary administration, client billing information
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