For Team Members that use Project Web Access (PWA) in the enterprise environment

About This Course

This 0.5-day course prepares project team members to manage their tasks and workload effectively in a Project Server environment. The course is an onsite workshop that is typically customized to the Project Server configuration of the client organization. Our process for customization is:

• Onsite consulting days to review the configuration and select the relevant topics
• Offsite course customization
• Onsite test of custom course material and exercises
• Onsite course delivery

The number of days needed for course customization depends on: configuration chosen, number of custom MS Project and PWA views, number of custom PWA-screens, availability of a class lab with identical Project Server database for course delivery

Dates: Click here for a listing of course dates.

Class Computer Lab

Participants need to be trained in the custom enterprise configuration of the client corporation. This can be:

• The production server with extra student accounts for training purposes, or
• A separate server in the classroom that is identical to the production server, or
• A Virtual PC or VMware image created by ProjectPro Corp in which the client configuration is emulated. This will require extra consulting days before course delivery.

Course Learning Objectives

The main objective of this course is that team members learn to collaborate with the project manager and other team members using Microsoft Project Web Access and/or MS Outlook in order to make their project successful. The following learning objectives are subject to customization.
After the course, team members will:

• Understand Project Server and Microsoft Project Web Access and their use
• Be able to collaborate with the project manager on the list of tasks and the assignments
• Be able to incorporate non-project tasks with project tasks such that all commitments are visible in Project Web Access or MS Outlook
• Be able to use Project Web Access to communicate risks or issues
• Be able to collaborate with other team members on documents
• Be able to provide the project manager with an accurate update on the status of assignments using timesheets and textual status reports
• Know how to adjust the timesheet view in Microsoft Project Web Access to suit the team member’s preference and responsibility

Course Topics
The following course topics are subject to customization:

Project Server and Project Web Access

• What is Enterprise Project Management (EPM)?
• System overview (including a demo of the system)
• Roles in EPM

Monitoring task requests from project managers

• Should you manage your tasks in Microsoft Project Web Access or in MS Outlook?
• Viewing your entire task list: project tasks from multiple projects, non-project tasks, to-do list items, MS Outlook tasks and administrative tasks
• Determining your total workload and monitoring commitments
• Suggesting tasks to the project manager
• Rejecting a task and attaching a note to explain why

Working with time sheets

• Why are time sheets used by your organization: for billing to clients, for salary administration and/or for controlling projects?
• Possible layouts of timesheets and what to enter in each layout of the timesheet:
  • Entering the % Complete and remaining hours
  • Entering the running total of actual hours and remaining hours
  • Entering actual hours per day or week and revising the remaining hours
• Customizing the timesheet to enter data efficiently
  • Viewing current tasks versus all tasks
  • Navigating between time periods
  • Moving columns and adjusting their width
  • Grouping, filtering, sorting tasks
• Filling in timesheets
• Hide tasks that are completed or erroneous
• Timesheet indicators to look out for: overdue tasks, uncompleted tasks, tasks on which a status update is requested, tasks that have been updated by the project manager
• Lowest level of detail required when filling in timesheets: by-the-quarter, by-the-hour or by-the-day?
• When to fill in your timesheet? Weekly timesheets: fill in your timesheet at the end of every day and send it at the end of every week.
• What to do if you realize you need less or more hours than planned on a task?
• Attaching explanatory notes to timesheet entries
• Checks to perform before sending the timesheet to your project manager

• Collaborate on identifying project risks
• Monitoring and managing project risks that are assigned to me

• Raising an issue on a task, deliverable or project
• Monitoring and managing project issues that are assigned to me

• Uploading a document
• Checking out a document, editing it and checking it back in plus adding comments for version control

• Responding to a request for a textual status report
• Formulating the status of your tasks without repeating what is obvious you’re your timesheet or reported issues

• Setting email reminders to yourself
• Working offline at home or while traveling