Project Server 2013 Inside Out

Unlock the full potential of Project Server 2013 with our comprehensive 5-day course, designed for IT administrators and project managers to master project planning, resource allocation, and advanced reporting using Microsoft Project Web App and Business Intelligence tools.

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Essential Skills Gained

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Understand core features of Project Server 2013.

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Implement business intelligence solutions for enhanced reporting.

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Manage and optimize project schedules and resources.

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Troubleshoot and maintain Project Server 2013 effectively.

Format

  • Instructor-led
  • 5 days with lectures and hands-on labs.

Audience

  • IT Administrators
  • Project Managers
  • Project Schedulers
  • Team Leads

Description

This 5-day Instructor Lead course how to work with Microsoft Project Server 2013.  You will also create and management projects and schedules, resources, tasks and timesheets with Project Web App.  Create and configure Business Intelligence for customized project reporting.  Other topics include how to backup and restore and troubleshoot Project Server 2013.

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Upcoming Course Dates

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Course Outline

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Module 1: Overview

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

Module 2: Architecture, Installation and Upgrade

  1. Architecture

  2. Introduction

  3. Installation

  4. Upgrading

  5. Install Project Server

  6. Configure Project Server

  7. Create a Project Web Access Site

Module 3: Setup and Administer Project Web Access

  1. Configure Project Web Access

  2. Customizing Project Web App

  3. Project Web Access

  4. Exploring the New Project Web Access

  5. Adding Quick Launch Items

  6. Creating Cost Types

  7. Creating Departments

  8. Creating Resources

  9. Importing Resources

  10. Creating a New Project

  11. Project Detail Pages

  12. Creating Teams

  13. Creating Project Tasks

  14. Checking In\Out Projects

  15. Setup Project 2013 Integration

  16. Connecting to Project Server

  17. Importing Projects

  18. Importing Resources and Fields

  19. Creating Projects from a SharePoint List

  20. Exploring My Tasks aggregation

  21. Creating and Managing Views

  22. Working with Groupings

  23. Working with Filters

  24. Editing and Copying Existing Views

  25. Applying Views

  26. Grouping Formats

  27. Gantt Chart Formats

  28. Alerts and Reminders

  29. Additional Server Settings

  30. Server Side Event handlers

  31. Project Site Provisioning Settings

  32. Bulk Update Connected SharePoint Sites

  33. Project Workflow Settings

Module 4: Permissions and Security

  1. Permissions And Security

  2. Explore SharePoint Permission Mode

  3. Default SharePoint Project Groups

  4. Adding Users To Groups

  5. Switching to Project Server Permission Mode

  6. Creating and Managing Users

  7. Creating and Managing Groups

  8. Creating and Managing Categories

  9. Creating and Managing Security Templates

  10. Global Permission Settings

  11. Switching to SharePoint Permission Mode

  12. Creating Resource Breakdown Structure (RBS)

  13. Assigning RBS to Resources

  14. Exploring Resource Breakdown Structure permissions

  15. Explore RBS Project Visibility

Module 5: Enterprise Custom Calendars, Fields and Lookup Tables

  1. Lookup tables

  2. Enterprise Custom Fields

  3. Enterprise Custom Fields (Resource)

  4. Enterprise Custom Fields (Project)

  5. Enterprise Custom Fields (Task)

  6. Create Baselines

  7. Custom Field Formulas

  8. Graphical Indicators

  9. Rollup and Roll-down Custom Fields

  10. Creating and Managing Enterprise Custom Lookup Tables

  11. Create Team Name Lookup Table

  12. Create Skill Lookup Table

Module 6: Time and Task Management

  1. Time Management

  2. Task Management

  3. Creating and Managing Enterprise Calendars

  4. Defining Fiscal Periods

  5. Time Reporting Periods

  6. Line Classifications

  7. Timesheet settings and defaults

  8. Administrative Time

  9. Task Settings and Display

  10. Managing Delegates

  11. Acting as a Delegate

  12. Building Teams of Resources

  13. Using Generic Resources

  14. Mapping Resources to Teams

  15. Assigning and Managing Team Tasks

  16. Managing Tasks by Team Members

  17. Self-Assigning Team Tasks

  18. Reassigning Tasks

  19. Assigning Resources to Tasks

  20. Matching and Replacing Resources

  21. Working with Resource Options

  22. Using Resource Plans

  23. Managing Over allocations

  24. Displaying Over allocations on Existing Assignments

  25. Resource Availability

  26. Working with Team Planner

  27. Using the Resource Substitution Wizard

  28. Leveling Enterprise Resources

  29. Managing Out of Office Situations

  30. Working with Administrative Time

  31. Creating and Managing Timesheets

  32. Adding Rows to Timesheet

  33. Updating Timesheets

  34. Entering Time and Adding Comments

  35. Submitting Time for Approval

  36. Adding Timesheet Managers

  37. Receiving and Reviewing Timesheets

  38. Viewing Update History

  39. Setting a Project Baseline

  40. Comparing Project Baselines

  41. Working with Tracking Methods

  42. Using Percent of Work Complete

  43. Using Hours of work done per period

  44. Using Actual work done and work remaining

  45. Integrate Exchange Server 2013

  46. Out of Office Synchronization

  47. Sync to Outlook

  48. Working with My Tasks

Module 7: Business Intelligence and Reporting

  1. Managing Reports

  2. Common Errors

  3. Business Intelligence Features

  4. Configure SQL Server Login

  5. Install Analysis Services

  6. Install SQL Server AMO

  7. Configure Excel Services

  8. Configure Secure Store

  9. Configure PerformancePoint

  10. Setup Report Authors and Report Viewers

  11. Working with Business Intelligence Center

  12. Exploring Project Server Database Tables

  13. Working with Sample Excel Reports

  14. Uploading Excel Report in the Project Site

  15. Creating Dashboard Reports

  16. Adding PWA Web Parts

  17. Creating Excel Services Reports

  18. Creating PerformancePoint Reports

  19. Creating Reporting Services Reports

  20. Creating Analysis Services Reports

Module 8: Project Sites

  1. Managing Project Sites

  2. Creating Document Libraries

  3. Creating and Managing Documents

  4. Editing Document Properties

  5. Enabling Document Version and Check-in/Check-out

  6. Linking Documents to Tasks

  7. Creating and Managing Risks and Issues

  8. Editing and Linking Risks and Issues

  9. Creating and Managing Deliverables (PWA and Project)

  10. Linking Deliverables to a Task

  11. Managing Discussion Groups

  12. Managing Contacts

  13. Managing Calendars

Module 9: Backup and Recovery

  1. Backup

  2. Recovery

  3. Backup Project Server

  4. Restore Project Server

Module 10: Troubleshooting and Maintenance

  1. Maintaining Project Server

  2. Troubleshooting

  3. Deleting Enterprise Objects

  4. Changing or Restarting Workflows

  5. Troubleshooting and Managing Project Server Queue

  6. Reviewing ULS Logs

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.