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Forecast Scheduling 2013

Forecast Scheduling 2010

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Configuring Microsoft Project Server 2013

For project office staff members who need to implement project management methodology, templates, calendars, custom fields, views and the enterprise resource pool in Project Server.

About This Course

This 2-day course prepares project office staff members to maximize the benefits the organization can gain from the Project Server environment.

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

Course Learning Objectives

  • Implement Project Server within your organization from a project office perspective
  • Standardize on calendars, project templates, custom enterprise fields and views
  • Set up an enterprise resource pool that will allow you to:
    • Minimize administrative cost
    • Perform cross-project resource-workload leveling
    • Optimize the resource usage in the portfolio of projects
    • Predict long-term resource capacity needs for the enterprise
  • Develop custom views for resource managers and executives for portfolio analysis and optimization
  • Perform executive scenario-analysis to analyze impacts when projects or resources are added or removed
  • Know the possibilities to build onto the Project Server platform: Visual Basic for Applications (VBA), Project Server Interface (PSI), OLAP-cube configuration, SQL Server Reporting Services

Detailed Topical Outline

The following course topics are subject to customization:

Implementing Project Server and your possibilities for standardization

  • Determining the reporting needs in the enterprise
  • Setting up custom enterprise fields to address these reporting needs:
    • Single level versus multi-level fields (lookup tables)
    • Single value versus multi-value fields
    • Using custom formulas for performance indicators
    • Determine the business rules for red/yellow/green reporting
    • Views to display project performance
  • Creating project templates and publishing them as enterprise templates
    • What should be in a project template and what not

Enterprise Resource Management: the Enterprise Resource Pool

  • Setting up an enterprise resource pool
    • Generic versus actual resources
    • Individual versus team resources
    • Local versus enterprise resources;
      how to properly create local resources (if allowed)
    • Create, modify and delete resources
    • Synchronization with the Windows Active Directory
    • Department or Resource Breakdown Structure (RBS)
  • Skills-based scheduling
    • Requirements for skills-based scheduling
    • Coding the skill fields using multi-value, multi-level fields
  • Model and level the workloads of resources across all enterprise projects
  • Optimizing the resource usage of individuals within the 0 - 3 month timeframe
    • Know how to resolve resource over-allocations across enterprise projects
    • Resource substitution and optimization across multiple projects
  • Making resource demand projections by skill set for the 3 – 6 month timeframe
    • Using generic resources and actual resources
    • Proposed resources versus committed resources

Project Progress Reporting

  • Selecting the update method: My Timesheets, My Tasks or both
  • My Tasks
    • Customizing My Tasks: displaying daily grid, defining Current Tasks
    • Updating using % complete or actual and remaining hours
    • Working with the My Tasks view
  • My Timesheets
    • Customizing My Timesheets: administrative line items, locking down, time periods and fiscal periods
    • Modifying the My Timesheet View
    • Working with the My Timesheets view

Serving Executives: Optimizing Project Portfolios

  • Selecting the projects:
    • Formulate business drivers
    • Define the following scoring categories for business drivers in order to score projects: none, low, moderate, high, and extreme. (these definitions are a.k.a. as impact statements)
    • Rank the busines drivers by pairwise comparison: weighted busines drivers
    • Score the projects against the business drivers
    • Review the project prioritization
    • Be able to model any dependencies between projects in a portfolio like mutually inclusive projects or mutually exclusive projects etc.
  • Create portfolio analyses and what-if scenarios:
    • Using internal resource only/internal & external resources
    • Changing project start dates
    • Forcing in/out projects
    • Hiring new resources
  • Compare several what-if scenarios side by side
  • Customizing the portfolio view in the Project Center
  • Developing dashboards with Web Parts

Customizing Project Server: Overview of Possibilities

  • Excel Services reports
  • Project Server Interface (PSI) and the possibilities it harbors for customizing Project Server through programming
  • Extending the OLAP-cube with new measures and dimensions to facilitate further analysis
  • Using SQL Server Reporting Services to get to any other report, e.g. multi-database reporting, salary administration, client billing information


Last modified:August 02 2016 14:00:58.