Managing Tasks in Project Web App 2016 / Project Online
This 0.5-day course prepares project team members to manage their tasks and workload effectively in a Project Server environment. The course is an onsite workshop that is typically customized to the Project Server configuration of the client organization.
Each participant will receive a copy of the course manual and an electronic certificate with PDUs upon completion.
Course Learning Objectives
The main objective of this course is that team members learn to collaborate with the project manager and other team members using Project Web App in order to make their project successful. The following learning objectives are subject to customization.
After the course, team members will:
- Understand Project Server and Project Web Access and their use
- Be able to collaborate with the project manager on the list of tasks and the assignments
- Be able to incorporate non-project tasks with project tasks such that all commitments are visible in Project Web App
- Be able to use Project Web App to communicate risks or issues
- Be able to collaborate with other team members on documents
- Be able to provide the project manager with an accurate update on the status of assignments using timesheets and textual status reports
- Know how to adjust the Tasks or Timesheet view in Microsoft Project Web App to suit the team member’s preference and responsibility
The following course topics are subject to customization to the client's situation:
- What is Project Portfolio Management (PPM)?
- System overview (including a demo of the system)
- Roles in PPM
- Viewing your entire list of tasks: project tasks from multiple projects, non-project tasks and administrative tasks
- Determining your total workload and monitoring commitments
- Suggesting new tasks or assignments to the project manager
- Updating tasks and sending the project manager updates
- Why are time sheets used by your organization: for billing to clients, for salary administration and/or for controlling projects?
- Possible layouts of timesheets and what to enter in the layout of the timesheet your organization uses:
- Entering the % Complete and remaining hours
- Entering the running total of actual hours and remaining hours
- Entering actual hours per day or week and revising the remaining hours
- Customizing the timesheet to enter data efficiently
- Viewing current tasks versus all tasks
- Navigating between time periods
- Moving columns and adjusting their width
- Grouping, filtering, sorting tasks
- Filling in timesheets
- Removing tasks that are completed or erroneous
- Timesheet indicators to look out for: overdue tasks, uncompleted tasks, tasks on which a status update is requested, tasks that have been updated by the project manager
- Lowest level of detail required when filling in timesheets: by-15-minutes, by-the-hour or by-the-day?
- When to fill in your timesheet? Weekly timesheets: fill in your timesheet at the end of every day and send it at the end of every week.
- What to do if you realize you need less or more hours than planned on a task?
- Attaching explanatory notes to tasks on timesheets
- Checks to perform before sending the timesheet to your project manager
- Collaborate on identifying project risks
- Monitoring and managing project risks that are assigned to me
- Raising an issue on a task, deliverable or project
- Monitoring and managing project issues that are assigned to me
- Uploading a document
- Checking out a document, editing it and checking it back in plus adding comments for version control
- Responding to a request for a textual status report
- Formulating the status of your tasks without repeating what is obvious in your timesheet or reported issues
- Setting email reminders to yourself
- Working offline at home or while traveling