Monitoring Projects, Programs, Portfolios in Project Server 2016 / 2019 / Project Online

About This Course
This 0.5-day course prepares executives and sponsors to monitor their project portfolios effectively with Project Web App (PWA) and Project Server or Project Online.

Each participant will receive a copy of the course manual and an electronic certificate with PDUs upon completion.

Course Learning Objectives
The following learning objectives are subject to customization in onsite courses:

  • Understand how to most effectively utilize Project Server / Project Online for monitoring portfolios and resources.
  • Be able to track project schedules during the project execution phase
  • Be able to monitor and manage resource workloads in an enterprise environment
  • Be able to monitor schedules, budgets, risks and issues
  • Be able to work with the dashboards views: project center views and business intelligence views
  • Be able to determine the right key performance indicators for portfolios, programs and projects
  • Be aware of useful views and reports to monitor portfolios and resources
  • Know how to interpret Earned Value reports
Detailed Topical Outline
The following course topics are subject to customization for onsite courses:
Overview of the Microsoft Project Portfolio Management (PPM) Solution
  • Project management, PPM and business processes
  • Business benefits of Project Server / Project Online
  • The different users in Project Server and their stake
  • Monitoring the project portfolios in PWA / Project Online
  • Assessing the health of the portfolios
  • Dashboards and different possibilities for customization
Monitoring portfolios in PWA
  • The foundation for performance measurement: Ensuring the quality of project schedules
  • Allowing project managers to own their time buffer and cost contingency: the mature thing to do
  • Using traffic light views in the Project Center: what are solid health indicators?
  • Assessing the health of projects in Tracking Gantt view in the Project Center
  • Earned Value views: how to interpret them and what to look for?
Monitoring resources
  • Viewing resource capacity versus demand
  • Viewing resource utilization
  • Finding the most critical resource role and maximizing its throughput
Risks and Issues
  • Monitoring risks and issues across many projects: dashboard
  • Finding and analyzing tendencies in risks and issues