Project Server 2013 Inside Out

This 5-day Instructor Lead course how to work with Microsoft Project Server 2013.  You will also create and management projects and schedules, resources, tasks and time sheets with Project Web App.  Create and configure Business Intelligence for customized project reporting.  Other topics include how to backup and restore and troubleshoot Project Server 2013.

After completing this course, students will be able to:
Use and work with Project Server 2013 features.

Course Outline

Module 1: Overview
A simple introduction module.
After completing this module, students will be able to:
Understand your course, classroom, classmates, facility and instructor.

Module 2: Architecture, Installation and Upgrade
In this module you will be introduced to Project Server 2013 features and architecture and a brief review of the Microsoft Enterprise Project Management (EPM) stack.  You will also learn how to install Project Server 2013 and upgrade older Project Server 2010 instances.

Lessons
Architecture
Introduction
Installation
Upgrading

Lab: Installing Project Server 2013
Install Project Server
Configure Project Server
Create a Project Web Access Site

After completing this module, students will be able to:
Understand the Microsoft EPM solution stack
Describe the new features of Project Server 2013
Describe the architecture of Project Server 2013
How to install Project Server 2013
How to setup and configure a Project Web App site
How to upgrade a Project Server 2010 instance to Project Server 2013

Module 3: Setup and Administer Project Web Access
In this module you will learn about Project Web App (PWA).  You will learn about the different areas of the PWA site and what each are used for, what steps are required when starting with a new PWA site (such as cost types, departments and resources) and lastly how to configure the various branding aspects of PWA.

Lessons
Configure Project Web Access
Customizing Project Web App
Project Web Access

Lab: Exploring Project Web Access
Exploring the New Project Web Access
Adding Quick Launch Items
Lab: Creating Cost Types and Departments
Creating Cost Types
Creating Departments
Lab: Creating Resources
Creating Resources
Importing Resources
Lab: Creating Projects and Tasks
Creating a New Project
Project Detail Pages
Creating Teams
Creating Project Tasks
Checking InOut Projects
Setup Project 2013 Integration
Connecting to Project Server
Importing Projects
Importing Resources and Fields
Creating Projects from a SharePoint List
Exploring My Tasks aggregation
Lab: Customizing Project Web Access
Creating and Managing Views
Working with Groupings
Working with Filters
Editing and Copying Existing Views
Applying Views
Grouping Formats
Gantt Chart Formats
Lab: Managing Operational Policies
Alerts and Reminders
Additional Server Settings
Server Side Event handlers
Project Site Provisioning Settings
Bulk Update Connected SharePoint Sites
Project Workflow Settings

After completing this module, students will be able to:
Describe the various areas of Project Web App
Create Cost Types
Create Departments
Create Resources
Create Projects and Tasks
Import Projects and Resources
Customize Project Web Access

Module 4: Permissions and Security
In this module you explore the permissions modes of Project Server 2013.  This includes the new SharePoint Permission mode and the older Project Server permission mode.  Project Server permission mode includes the review of Categories, Templates and Resource Breakdown Structures (RBS) and how each interacts with user project visibility.

Lessons
Permissions And Security
Lab: SharePoint Permission Mode
Explore SharePoint Permission Mode
Default SharePoint Project Groups
Adding Users To Groups

Lab: Project Server Permission Mode
Switching to Project Server Permission Mode
Creating and Managing Users
Creating and Managing Groups
Creating and Managing Categories
Creating and Managing Security Templates
Global Permission Settings
Switching to SharePoint Permission Mode
Lab: Creating Resource Breakdown Structure (RBS)
Creating Resource Breakdown Structure (RBS)
Assigning RBS to Resources
Exploring Resource Breakdown Structure permissions
Explore RBS Project Visibility

After completing this module, students will be able to:
Describe Permission and Security feature of Project Server
How to use SharePoint Permission Mode
How to use Project Server Permission Mode
Describe and work with Categories
Describe and work with Templates
How to define and assign Resource Breakdown Structures

Module 5: Enterprise Custom Calendars, Fields and Lookup Tables
In this module you will learn to create and manage Enterprise Calendars, Custom Fields and Lookup Tables.

Lessons
Lookup tables
Enterprise Custom Fields

Lab: Enterprise Custom Fields and Lookup Tables
Enterprise Custom Fields (Resource)
Enterprise Custom Fields (Project)
Enterprise Custom Fields (Task)
Create Baselines
Custom Field Formulas
Graphical Indicators
Rollup and Roll-down Custom Fields
Creating and Managing Enterprise Custom Lookup Tables
Create Team Name Lookup Table
Create Skill Lookup Table

After completing this module, students will be able to:
Describe and use Enterprise Calendars
Describe and use Enterprise Custom Fields
Understand how to create Custom Field formulas
Describe and use Enterprise Custom Lookup Tables

Module 6: Time and Task Management
In this module you will learn how to use Project Server to perform Time and Task management.  This includes defining Fiscal Periods, managing timesheets, requesting status reports and managing resource allocations.

Lessons
Time Management
Task Management

Lab: Time and Task Management
Creating and Managing Enterprise Calendars
Defining Fiscal Periods
Time Reporting Periods
Line Classifications
Timesheet settings and defaults
Administrative Time
Task Settings and Display
Lab: Advanced Task Assignments
Managing Delegates
Acting as a Delegate
Building Teams of Resources
Using Generic Resources
Mapping Resources to Teams
Assigning and Managing Team Tasks
Managing Tasks by Team Members
Self-Assigning Team Tasks
Reassigning Tasks
Lab: Assigning and Working With Resources
Assigning Resources to Tasks
Matching and Replacing Resources
Working with Resource Options
Using Resource Plans
Managing Over allocations
Displaying Over allocations on Existing Assignments
Resource Availability
Working with Team Planner
Using the Resource Substitution Wizard
Leveling Enterprise Resources
Managing Out of Office Situations
Lab: Working With Timesheets
Working with Administrative Time
Creating and Managing Timesheets
Adding Rows to Timesheet
Updating Timesheets
Entering Time and Adding Comments
Submitting Time for Approval
Adding Timesheet Managers
Receiving and Reviewing Timesheets
Viewing Update History
Lab: Working With Project Schedules
Setting a Project Baseline
Comparing Project Baselines
Working with Tracking Methods
Using Percent of Work Complete
Using Hours of work done per period
Using Actual work done and work remaining
Lab: Integrating Exchange
Integrate Exchange Server 2013
Out of Office Synchronization
Sync to Outlook
Working with My Tasks

After completing this module, students will be able to:
Describe the Task and Time management features of Project Server
Learn to create and manage Fiscal Periods
Learn to manage Timesheets
Understand how Exchange 2013 integrates with Project Server
Understand how to use the "My Tasks" feature of SharePoint 2013

Module 7: Business Intelligence and Reporting
In this module you will learn about many of the Business Intelligence and Reporting features of Project Server 2013.  This includes the default set of Excel Services Reports and how to use the more advanced reporting features like Analysis Services, PowerPivot and PerformancePoint.

Lessons
Managing Reports
Common Errors
Business Intelligence Features

Lab: Configure Business Intelligence
Configure SQL Server Login
Install Analysis Services
Install SQL Server AMO
Configure Excel Services
Configure Secure Store
Configure PerformancePoint
Setup Report Authors and Report Viewers
Lab: Reports and Dashboards
Working with Business Intelligence Center
Exploring Project Server Database Tables
Working with Sample Excel Reports
Uploading Excel Report in the Project Site
Creating Dashboard Reports
Adding PWA Web Parts
Creating Excel Services Reports
Creating PerformancePoint Reports
Creating Reporting Services Reports
Creating Analysis Services Reports

After completing this module, students will be able to:
Describe the Business Intelligence and Reporting features of Project Server
Describe the default reports in the ProjectBICenter site
How to setup and use the Analysis Services feature
How to create customized Reports and Dashboards
How to use BI related web parts
How to use Excel Services, PerformancePoint, Reporting Services and Analysis Services for reporting

Module 8: Project Sites
In this module you explore the features of a Project Site connected to SharePoint.  This includes how to work with and manage Document libraries and the various SharePoint list types (Tasks, Risks and Issues, Discussion, Contacts and Calendars).

Lessons
Managing Project Sites

Lab: Working With Project Sites
Creating Document Libraries
Creating and Managing Documents
Editing Document Properties
Enabling Document Version and Check-in/Check-out
Linking Documents to Tasks
Creating and Managing Risks and Issues
Editing and Linking Risks and Issues
Creating and Managing Deliverables (PWA and Project)
Linking Deliverables to a Task
Managing Discussion Groups
Managing Contacts
Managing Calendars

After completing this module, students will be able to:
Describe the features of a Project Site
How to create and manage Project Sites
How to manage Project Site Lists

Module 9: Backup and Recovery
In this module you explore how to Backup and Restore Project Web App and the projects stored on it.  You also review how to backup Project Sites tied to the Projects.

Lessons
Backup
Recovery

Lab: Backup and Recovery
Backup Project Server
Restore Project Server

After completing this module, students will be able to:
Describe the backup and restore process
How to Backup Project Server and Projects
How to Restore Project Server and Projects
How to Backup and Restore Project Sites

Module 10: Troubleshooting and Maintenance
In this module you will learn how to troubleshoot and maintain Project Server.  This includes deleting Enterprise Objects, managing the Project Server queue, and reading the ULS logs.

Lessons
Maintaining Project Server
Troubleshooting

Lab: Troubleshooting and Maintenance
Deleting Enterprise Objects
Changing or Restarting Workflows
Troubleshooting and Managing Project Server Queue
Reviewing ULS Logs

Audience

This course is intended for anyone that will need to manage and use Project Server 2013.  This includes the IT Administrators, Project Managers, Project Schedulers, Managers, Supervisors, Team Leads, Consultants and other people responsible for managing projects. Also anyone responsible for scheduling, estimating, coordinating, controlling, budgeting and staffing of projects and supporting Microsoft Project Server 2013.

Available Course Dates

07/10/2017 11:00 am - 07/14/2017 7:00 pm
08/28/2017 11:00 am - 09/01/2017 7:00 pm
10/16/2017 11:00 am - 10/20/2017 7:00 pm
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