Managing Projects with Project Server 2016 / 2019 / Project Online

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.

Each participant will receive:

  • A copy of the "Forecast Scheduling with Microsoft Project" textbook,
  • A 100-page course manual
  • An electronic course certificate with 18-21 PDUs upon completion. 
  • The possibility to earn the 'Forecast Scheduler' certificate and earn an additional 20 PDUs.
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 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 or task updates, as well as status reports
  • Be aware of the dashboards views for the project sponsor and senior management: Project Center views (traffic lights and tracking views) and BI Center views
  • Be aware of the best practices for Project Server.
Detailed Topical Outline
The following course topics are subject to customization:
    Overview of the Microsoft Project Portfolio Management (PPM) Solution
    • Project management, PPM 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 views
      • 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
      • 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
      • Gross versus pure work time estimates and determining which to use
    • 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 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, per-unit and per-use enterprise cost rates
      • Viewing cost rate tables for varying cost rates and multiple rates per resource
      • Using the Enterprise Resource Pool (and, if needed, 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
      • Business processes: who staffs projects and who assigns 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 our 86-point checklist and NEW Forecast Scheduling App to improve your schedule
    • 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 accepted changes
        How to manage resource workloads
        • Proactive or reactive workload leveling: preventing or resolving over-allocations?
        • 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
        • 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 assignment updates from team members
        • Customizing textual status report templates and merging received reports into a project report
        • Creating one-page reports ... always!
        • NEW 2016 The multiple Timelines 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 to new enterprise views