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Administering Microsoft Project Server 2013

For people responsible for the ongoing administration of the Project Server system. This course is for technical and non-technical Project Server administrators.

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 Project Professional and the Project Web App interface.

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


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 App
  • 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 and create Excel Services reports
  • Create custom views in both Project Web App and Microsoft Project Professional
  • Manage the SharePoint Server
  • 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

Module 2: Project Server Architecture
Understanding the Project Server System Software Environment
Understanding how the SharePoint Server works with Project Server
Understanding Project Server Physical Environments
Understanding Server Requirements, Scalability, and Availability Options
Understanding Client Requirements

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
Generic vs Actual/Named resources
Preparing Custom Fields and Lookup tables
- Setting Up the RBS Field or using Departments
- 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 App for Configuration and Administration
Using the Project Web App User Interface
Customizing the Project Web App User Interface, the Quick Launch:
- Actions Pane
- Tabs
Project Web App Administration Interface
Adding Custom Home Page Content
Specifying User Authentication and Password Length

Module 6: Initial Project Server Configuration in Project Web App
Overview: Setting Application Options
Setting Options for Enterprise Features
Selecting Project Web App Features
Configuring Alerts and Reminders
Setting Options for OLAP-cubes
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: administrative 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 Groups and Categories
  • Managing Permissions with Groups
  • Creating a New Group
  • Creating a New Category
  • Summary of Default Category Settings
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 Microsoft Project Environment (client)
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:
- Create the New Custom View
- Select or Create a Table
- Select or Create a Filter
- Select or Create a Group
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 App Views
Deleting Project Web App Views
Copying and Modifying Project Web App 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 Excel Services View
Tips for Using the Excel Services Views

Module 10: Managing the SharePoint Server
What is SharePoint Server
Managing Connections
Managing Site Provisioning Settings
Managing Sites
Using Site Administration for a Site
Using SharePoint Central Administration
Webparts and dashboards
Workflows and automating processes: Using SharePoint Designer to create simple workflows

Module 11: Managing the 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 performance

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