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NEW book release ``Forecast Scheduling with Microsoft Project 2013`` NEW software release ``Forecast Scheduling Application`` - improve your schedules

Eric Uyttewaal's books:

Forecast Scheduling 2013

Forecast Scheduling 2010

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Managing Projects with Project Server 2010

For Project Managers, team leaders and project support staff that use Project 2010 Professional in the enterprise environment

About This Course

This 3-day course prepares project managers to manage their projects effectively in a Project Server environment. The course is an onsite course typically customized to the Project Server configuration of the client organization.

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

Class Computer Lab

Participants need to be trained in the custom enterprise configuration of the client corporation. This can be:

  • The production server with extra student accounts for training purposes, or
  • A separate server in the classroom that is identical to the production server, or
  • A Virtual PC or VMware image created by ProjectPro Corp in which the client configuration is emulated. This will require extra consulting days before course delivery.

Course Learning Objectives

The following learning objectives are subject to customization:

  • Understand how to most effectively utilize the Microsoft Project Server for managing projects.
  • Be able to create a project schedule using MS Project Professional in an enterprise environment using enterprise templates, enterprise calendars, and enterprise views
  • Be able to assign resources from an enterprise resource pool and from local resources you create yourself
  • Be able to monitor and manage resource workloads in an enterprise environment
  • Be able to collaborate with and manage project team members on the task list, assignments, documents, risks and issues of each project
  • Be able to track the project schedule during the project execution phase using electronic timesheets and status reports
  • Be aware of the dashboards views for the project sponsor and senior management: portfolio views (traffic lights and tracking views) and data analysis views (resource utilization, portfolio bubble charts).
  • Be aware of the configurable options in Project Server that affect Microsoft Project Professional
  • Be aware of the best practices for Project Server.

Detailed Topical Outline

The following course topics are subject to customization:

Overview of the Microsoft Enterprise Project Management (EPM) Solution

  • Project management, EPM and business processes
  • Business benefits of Project Server
  • Project, Project Server, and PWA and how they work together
  • The different users, groups and categories in Project Server
  • High level architecture and database structure

Creating a new enterprise project in MS Project

  • Working with the ribbon and the quick access toolbar
  • Enterprise configuration
    • Enterprise Global and the local Global.MPT
    • Enterprise calendars
    • Enterprise project templates
  • Setting up a new project
    • Relevant MS Project options
    • Project Information dialog box: enterprise project fields
  • Tasks
    • Manually scheduled tasks and when to use them
    • Creating the Work Breakdown Structure and fleshing it out to detail tasks
    • Finding the right level of detail
    • Fixed Duration, Fixed Units and Fixed Work tasks and when to use each type of task
    • Recurring tasks and overhead tasks
  • Estimates
    • A process for estimating
    • Estimating durations or work (effort) and the task types: Fixed Duration, Fixed units and Fixed Work
    • Difference between gross and pure work time estimates and viewing the enterprise setting
  • Dependencies and the network logic
    • The principle of dynamic scheduling that saves you time
    • Using dependencies to model cause and effect in the project
    • Types of dependencies and when to use each type
    • How to check the completeness and correctness of the network logic
  • Deadlines (target dates): how deadlines support dynamic scheduling
  • Schedule Constraints (fixed dates): types of schedule constraints and how they make your schedule rigid
  • Resources
    • Types of resources: human, material, facility, equipment and cost resources
    • Generic, actual and local human resources
    • Part-time and full-time human resources and varying resource availability
    • Viewing the resource calendar
    • Viewing the time-related cost, per unit cost, per use cost enterprise rates
    • Viewing cost rate tables for varying cost rates and multiple rates per resource
    • Using the Enterprise Resource Pool and creating local resources yourself
    • Building Teams from the Enterprise Resource Pool in MS Project
  • Calendars: using enterprise calendars (base calendars) as project calendar and task calendars.
  • Assignments
    • Enterprise assignment processes: who staffs projects and who assigns to tasks?
    • Replacing generic resources in an enterprise template
    • Part-time versus full-time; driving versus non-driving assignments
    • Three rules to make MS Project an easy tool for you
    • Assigning the three Task Types
    • Checking on resource availability before assigning (proactive workload leveling)
    • Team Planner view, Resource Usage and Task Usage Views
    • Using the Team Builder for re-assigning

Publishing to Project Server

  • Checking the schedule before publishing
    • Did I apply the best practices?
    • Using a 40-point checklist and ready-made filters to check the quality of the schedule before publishing
  • Publishing
    • Saving versus publishing a schedule
    • Publishing the project
    • Working offline with your schedule

Monitoring Project Tasks in PWA

As a team member:

  • My Timesheets page (single entry mode)
  • Self-assign team resource tasks
  • Bringing all workload together: to do lists, new task request, and non-project time
  • Updating tasks and submitting updates

As a project manager:

  • Approvals page: accepting and rejecting updates
  • Previewing and updating the project schedule with the accepted changes


How to manage resource workloads

  • Proactive or reactive workload leveling?
  • Preventing over-allocations using the Enterprise Resource Pool
  • Resolving over-allocations:
    • Making workloads visible and finding the over-allocations
    • When to level by hand and when to rely on MS Project?
  • Leveling workloads by hand:
    • The best view to resolve over-allocations yourself
    • A complete list of ways to resolve over-allocations manually
  • Leveling workloads automatically:
    • What MS Project can and cannot do for you in resolving over-allocations
    • Leveling algorithms used by MS Project
    • Where to check how MS Project resolved the over-allocations

How to decrease the duration of your project

  • Optimizing for Time (having unlimited resources): the Critical Path Method (CPM):
    • Difference between free and total slack (float)
    • Situations that fragment the Critical Path and what to do about it
    • Shortening or crashing the Critical Path

Risks, Issues and Documents

  • Collecting and managing risks and issues
  • Publishing project documents and document management
  • Customizing textual status report templates and merging received reports into a project report


  • The updating cycle
  • Updating tasks versus updating assignments (time sheets)
  • Baselining: how to maintain a baseline when change requests are approved
  • Timesheet view (single entry mode)
  • Project manager checks the timesheets and updates the project schedule
  • Project manager re-optimizes the schedule after assignments updates from team members


  • Creating one-page reports ... always! The Timeline view
  • How to defend a visible time buffer or cost reserve to your manager, sponsor or client
  • Reporting the project the way you want: developing custom views using custom Fields, Tables, Filters and Grouping
  • How to promote custom views as new enterprise views
  • Status reports: how to use and best practices

Last modified:August 02 2016 14:01:00.