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.


  • 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.


  • 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.


  • 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.


  • 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.

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.

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).

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.


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.

Maintaining Project Server

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


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.