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Administering Microsoft Project Server 2010

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.

About This Course

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 using both Microsoft ProjectProfessional and the Project Web Access interface.

Dates: Click here for a listing of Course Dates and for purchasing a course.

Prerequisites

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.

Course Learning Objectives

The following learning objectives are subject to customization

After completing this course, you will be able to:

  • Describe the technologies and architecture used in Project Server
  • Configure custom enterprise fields, lookup tables and calendars in Enterprise Global
  • Import or add resources into the Enterprise Resource Pool
  • Understand the administration interface in Project Web Access
  • Configure Project Server security using Groups and Categories
  • Import existing and create new projects in Project Server
  • Set the initial configuration options for Project Server
  • Build and maintain the OLAP Cubes
  • Create custom views in both Project Web Access and Microsoft Project Professional
  • Manage Windows SharePoint Services (WSS) and SharePoint Server (MOSS)
  • Manage the day-to-day operations Project Server: checking in projects, monitoring the queue and cleaning up the Project Server database

Detailed Topical Outline

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 Terminology
Enterprise Projects
Enterprise Resources
Check In and Check Out
Local cache and queue
Using Project Server’s Enterprise Resource Management Tools
Understanding the Project Update Cycle in Project Server
Project workspaces and collaboration tools
Understanding Saving and Publishing in Project Server
Working with Data Analysis Tools

Module 2: Project Server Architecture
Understanding the Project Server System Software Environment
Understanding the Windows SharePoint Services Role with Project Server
Understanding Project Server Physical Environments
Understanding Server Requirements, Scalability, and Availability Options
Understanding Client Requirements
The Microsoft Office Connection

Module 3: Project Server Configuration of Fields
Enterprise Global Overview
Checking Out the Enterprise Global
Understanding Custom Fields and Custom Lookup Tables
Why Enterprise Fields and Lookup Tables Are Important to You
Defining Enterprise Lookup Tables and Fields
Using Formulas to Display Calculated Data in Custom Fields
Understanding Rollup Methods for Enterprise Custom Fields
Displaying Graphical Indicators in Custom Fields
Deleting a Custom Field or Lookup Table
Setting Default Working Times for the Enterprise
Creating New Base Calendars for tasks: weekend-only, 24 * 7
Setting a Standard Currency for the Enterprise
Backing Up and Restoring the Enterprise Global
The Publishing Process and Enterprise Custom Fields

Module 4: Building and Managing the Enterprise Resource Pool
Enterprise Resource Pool Overview
Enterprise vs. Local Resources
Individual vs. Team resources
Preparing Custom Fields and Lookup tables
- Setting Up the RBS Field
- Setting Up Skill Codes and Other Resource Fields
Creating New Base Calendars for resources: country calendars, compressed workweek
Understanding Resource Types: Work, Material, Cost
Creating Enterprise Resources: Work, Material and Cost Resources
Creating Generic Resources and Team Resources
Editing Existing Resources in the Enterprise Resource Pool
Preparing to Import Enterprise Resources
Importing Enterprise Resources:
- Importing Resources from Active Directory
- Importing Resources from Your Address Book
- Importing Resources from existing projects
Maintaining Enterprise Resources through Active Directory Synchronization
Verifying a Windows Account for a Resource
Deactivating an Enterprise Resource

Module 5: Using Project Web Access for Configuration and Administration
Using the Project Web Access User Interface
Customizing the Project Web Access User Interface:
- Menu Bar
- Actions Pane
- Tabs
- Action Bar
Project Web Access Administration Interface
Adding Custom Home Page Content
Specifying User Authentication and Password Length

Module 6: Initial Project Server Configuration in Project Web Access
Overview: Setting Application Options
Setting Options for Enterprise Features
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
Reporting progress
Selecting the update method: My Timesheets, My Tasks or both
Customizing My Tasks: displaying daily grid, % complete or hours, Defining Current Tasks
Customizing My Timesheets: administrativve line items, locking down, time periods and fiscal periods
Modifying the Timesheet View
Working with the My Timesheets/My Tasks views

Module 7: Configuring Access to Project Server (Security model)
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
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

Module 8: Building and Managing the Project Environment
Overview of the Project Environment
Importing Projects
Controlling the Project Schedules with Templates
Creating an Enterprise Template
Microsoft Project Views in the Enterprise Global
Managing Enterprise Views in Microsoft Project Professional
Creating 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
Creating an Earned Value View
Creating an Enterprise Resource Sheet View
Moving Objects In and Out of the Enterprise Global Using the Organizer

Module 9: Creating and Modifying Project Server Views
Overview: Creating Views
Creating Gantt Chart Formats
Creating Grouping Formats
Managing Project Web Access Views
Deleting Project Web Access Views
Copying and Modifying Project Web Access Views
Creating a Custom Project View
- Creating a Custom Project Center View
- Creating a Custom Assignment View
- Creating a Custom Resource Center View
- Creating a Custom Data Analysis View
Tips for Using the Data Analysis Views

Module 10: Managing Windows SharePoint Services (WSS)
What is Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server (MOSS)?
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 WSS Central Administration
Getting More Information about WSS
Connecting to SharePoint Server (MOSS)
Using MOSS views within PWA
Webparts and dashboards
Workflows and automating processes

Module 11: Managing Project Server
Force Checking in Enterprise Projects and Resources
Monitoring the Queue
Cleaning Up the Project Server Database
Deleting Projects, Resources, Assignments, Task Updates, Time sheets, Status Reports
Monitoring Project Server Licenses
Monitoring Your Project Server


Last modified:August 02 2016 14:00:57.