Microsoft Project Server

Module 1: OverviewA simple introduction module.After completing this module, students will be able to:

  • Understand your course, classroom, classmates, facility and instructor.

Module 2: Architecture, Installation and UpgradeIn this module you will be introduced to Project Server features and architecture and a brief review of the Microsoft Enterprise Project Management (EPM) stack.  You will also learn how to install Project Server and upgrade older Project Server 2010 instances.Lessons

  • Architecture
  • Introduction
  • Installation
  • Upgrading

Lab : Installing Project Server After completing this module, students will be able to:

  • Understand the Microsoft EPM solution stack
  • Describe the new features of Project Server
  • Describe the architecture of Project Server
  • How to install Project Server
  • How to setup and configure a Project Web App site
  • How to upgrade a Project Server 2010 instance to Project Server

Module 3: Setup and Administer Project Web AccessIn this module you will learn about Project Web App (PWA).  You will learn about the different areas of the PWA site and what each are used for, what steps are required when starting with a new PWA site (such as cost types, departments and resources) and lastly how to configure the various branding aspects of PWA.Lessons

  • Configure Project Web Access
  • Customizing Project Web App
  • Project Web Access

Lab : Exploring Project Web AccessLab : Creating Cost Types and DepartmentsLab : Creating ResourcesLab : Creating Projects and TasksLab : Customizing Project Web AccessLab : Managing Operational PoliciesAfter completing this module, students will be able to:

  • Describe the various areas of Project Web App
  • Create Cost Types
  • Create Departments
  • Create Resources
  • Create Projects and Tasks
  • Import Projects and Resources
  • Customize Project Web Access

Module 4: Permissions and SecurityIn this module you explore the permissions modes of Project Server.  This includes the new SharePoint Permission mode and the older Project Server permission mode.  Project Server permission mode includes the review of Categories, Templates and Resource Breakdown Structures (RBS) and how each interacts with user project visibility.Lessons

  • Permissions And Security

Lab : SharePoint Permission ModeLab : Project Server Permission ModeLab : Creating Resource Breakdown Structure (RBS)After completing this module, students will be able to:

  • Describe Permission and Security feature of Project Server
  • How to use SharePoint Permission Mode
  • How to use Project Server Permission Mode
  • Describe and work with Categories
  • Describe and work with Templates
  • How to define and assign Resource Breakdown Structures

Module 5: Enterprise Custom Calendars, Fields and Lookup TablesIn this module you will learn to create and manage Enterprise Calendars, Custom Fields and Lookup Tables.Lessons

  • Lookup tables
  • Enterprise Custom Fields

Lab : Enterprise Custom Fields and Lookup TablesAfter completing this module, students will be able to:

  • Describe and use Enterprise Calendars
  • Describe and use Enterprise Custom Fields
  • Understand how to create Custom Field formulas
  • Describe and use Enterprise Custom Lookup Tables

Module 6: Time and Task ManagementIn this module you will learn how to use Project Server to perform Time and Task management.  This includes defining Fiscal Periods, managing timesheets, requesting status reports and managing resource allocations.Lessons

  • Time Management
  • Task Management

Lab : Time and Task ManagementLab : Advanced Task AssignmentsLab : Assigning and Working With ResourcesLab : Working With TimesheetsLab : Working With Project SchedulesLab : Integrating ExchangeAfter completing this module, students will be able to:

  • Describe the Task and Time management features of Project Server
  • Learn to create and manage Fiscal Periods
  • Learn to manage Timesheets
  • Understand how Exchange integrates with Project Server
  • Understand how to use the “My Tasks” feature of SharePoint

Module 7: Business Intelligence and ReportingIn this module you will learn about many of the Business Intelligence and Reporting features of Project Server.  This includes the default set of Excel Services Reports and how to use the more advanced reporting features like Analysis Services, PowerPivot and PerformancePoint.Lessons

  • Managing Reports
  • Common Errors
  • Business Intelligence Features

Lab : Configure Business IntelligenceLab : Reports and DashboardsAfter completing this module, students will be able to:

  • Describe the Business Intelligence and Reporting features of Project Server
  • Describe the default reports in the ProjectBICenter site
  • How to setup and use the Analysis Services feature
  • How to create customized Reports and Dashboards
  • How to use BI related web parts
  • How to use Excel Services, PerformancePoint, Reporting Services and Analysis Services for reporting

Module 8: Project SitesIn this module you explore the features of a Project Site connected to SharePoint.  This includes how to work with and manage Document libraries and the various SharePoint list types (Tasks, Risks and Issues, Discussion, Contacts and Calendars).Lessons

  • Managing Project Sites

Lab : Working With Project SitesAfter completing this module, students will be able to:

  • Describe the features of a Project Site
  • How to create and manage Project Sites
  • How to manage Project Site Lists

Module 9: Backup and RecoveryIn this module you explore how to Backup and Restore Project Web App and the projects stored on it.  You also review how to backup Project Sites tied to the Projects.Lessons

  • Backup
  • Recovery

Lab : Backup and RecoveryAfter completing this module, students will be able to:

  • Describe the backup and restore process
  • How to Backup Project Server and Projects
  • How to Restore Project Server and Projects
  • How to Backup and Restore Project Sites

Module 10: Troubleshooting and MaintenanceIn this module you will learn how to troubleshoot and maintain Project Server.  This includes deleting Enterprise Objects, managing the Project Server queue, and reading the ULS logs.Lessons

  • Maintaining Project Server
  • Troubleshooting

Lab : Troubleshooting and MaintenanceAfter completing this module, students will be able to:

  • Delete Project Server Enterprise Objects
  • Troubleshoot workflows
  • Troubleshoot the Project Server Queue
  • Review ULS logs for issues