Course 55034-A: Project Server 2013 Inside Out

Microsoft

Course 55034-A: Project Server 2013 Inside Out

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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.

Audience Profile

This course is intended for anyone that will need to manage and use Project Server 2013. This includes the IT Administrators, Project Managers, Project Schedulers, Managers, Supervisors, Team Leads, Consultants and other people responsible for managing projects. Also anyone responsible for scheduling, estimating, coordinating, controlling, budgeting and staffing of projects and supporting Microsoft Project Server 2013.

Prerequisites

Course outline

Module 1: Overview

Module Overview

A simple introduction module.

Lessons

Introduction

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

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

Module 2: Architecture, Installation and Upgrade

Module Overview

In this module you will be introduced to Project Server 2013 features and architecture and a brief review of the Microsoft Enterprise Project Management (EPM) stack. You will also learn how to install Project Server 2013 and upgrade older Project Server 2010 instances.

Lessons

Architecture
Installation
Upgrading

Lab Sessions

Installing Project Server 2013
Upgrade Project Server 2010

Lab Lessons

Install Project Server
Configure Project Server
Create a Project Web Access Site
Upgrade Project Server 2010 database

After completing this module, students will be able to:

Understand the Microsoft EPM solution stack.
Describe the new features of Project Server 2013.
Describe the architecture of Project Server 2013.
How to install Project Server 2013.
How to setup and configure a Project Web App site.
How to upgrade a Project Server 2010 instance to Project Server 2013.

Module 3: Setup and Administer Project Web Access

Module Overview

In 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

Project Web Access
Configure Project Web Access
Customizing Project Web App

Lab Sessions

Exploring Project Web Access
Creating Cost Types and Departments
Creating Resources
Creating Projects and Tasks
Creating Master Projects
Customizing Project Web Access
Managing Operational Policies

Lab Lessons

Exploring the New Project Web Access
Adding Quick Launch Items
Creating Cost Types
Creating Departments
Creating Resources
Importing Resources
Creating a New Project
Project Detail Pages
Creating Teams
Creating Project Tasks
Checking InOut Projects
Setup Project 2013 Integration
Connecting to Project Server
Importing Projects
Importing Resources and Fields
Creating Projects from a SharePoint List
Exploring My Tasks aggregation
Creating a New Master Project
Create Sub Projects
Assigning project team members (PWA)
Assigning project team members (Project)
Create temporary master project
Configure project dependencies
Creating and Managing Views
Working with Groupings
Working with Filters
Editing and Copying Existing Views
Applying Views
Grouping Formats
Gantt Chart Formats
Alerts and Reminders
Additional Server Settings
Server Side Event handlers
Project Site Provisioning Settings
Bulk Update Connected SharePoint Sites
Project Workflow Settings

After 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.
Create Master projects.
Import Projects and Resources.
Customize Project Web Access.

Module 4: Permissions and Security

Module Overview

In this module you explore the permissions modes of Project Server 2013. 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 Sessions

SharePoint Permission Mode
Project Server Permission Mode
Creating Resource Breakdown Structure (RBS)

Lab Lessons

Explore SharePoint Permission Mode
Default SharePoint Project Groups
Adding Users To Groups
Switching to Project Server Permission Mode
Creating and Managing Users
Creating and Managing Groups
Creating and Managing Categories
Creating and Managing Security Templates
Global Permission Settings
Switching to SharePoint Permission Mode
Creating Resource Breakdown Structure (RBS)
Assigning RBS to Resources
Exploring Resource Breakdown Structure permissions
Explore RBS Project Visibility

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 Tables

Module Overview

In this module you will learn to create and manage Enterprise Calendars, Custom Fields and Lookup Tables.

Lessons

Enterprise Custom Fields
Lookup tables

Lab Sessions

Enterprise Custom Fields and Lookup Tables

Lab Lessons

Enterprise Custom Fields (Resource)
Enterprise Custom Fields (Project)
Enterprise Custom Fields (Task)
Create Baselines
Custom Field Formulas
Graphical Indicators
Rollup and Roll-down Custom Fields
Creating and Managing Enterprise Custom Lookup Tables
Create Team Name Lookup Table
Create Skill Lookup Table

After 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 Management

Module Overview

In 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

Task Management
Time Management

Lab Sessions

Time and Task Management
Advanced Task Assignments
Assigning and Working With Resources
Working With Timesheets
Working With Project Schedules
Creating Project Workflows
Integrating Exchange

Lab Lessons

Creating and Managing Enterprise Calendars
Defining Fiscal Periods
Time Reporting Periods
Line Classifications
Timesheet settings and defaults
Administrative Time
Task Settings and Display
Managing Delegates
Acting as a Delegate
Building Teams of Resources
Using Generic Resources
Mapping Resources to Teams
Assigning and Managing Team Tasks
Managing Tasks by Team Members
Self-Assigning Team Tasks
Reassigning Tasks
Assigning Resources to Tasks
Matching and Replacing Resources
Working with Resource Options
Using Resource Plans
Managing Over allocations
Displaying Over allocations on Existing Assignments
Resource Availability
Working with Team Planner
Using the Resource Substitution Wizard
Leveling Enterprise Resources
Managing Out of Office Situations
Working with Administrative Time
Creating and Managing Timesheets
Adding Rows to Timesheet
Updating Timesheets
Entering Time and Adding Comments
Submitting Time for Approval
Adding Timesheet Managers
Receiving and Reviewing Timesheets
Rejecting and Approving Timesheets
Viewing timesheet impacts
Viewing Update History
Setting a Project Baseline
Comparing Project Baselines
Working with Tracking Methods
Using Percent of Work Complete
Using Hours of work done per period
Using Actual work done and work remaining
Create Project Detail Pages
Create Workflow Stages
Create and Assign Workflows
Restart Workflows
Integrate Exchange Server 2013
Out of Office Synchronization
Sync to Outlook
Working with My Tasks

After 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 2013 integrates with Project Server.
Understand how to use the “My Tasks” feature of SharePoint 2013.

Module 7: Project Sites

Module Overview

In 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 Sessions

Working With Project Sites

Lab Lessons

Exploring Project Sites
Creating Document Libraries
Creating and Managing Documents
Editing Document Properties
Enabling Document Version and Check-in/Check-out
Linking Documents to Tasks
Creating and Managing Ricks and Issues
Editing and Linking Risks and Issues
Creating and Managing Deliverables (PWA and Project)
Linking Deliverables to a Task
Managing Contacts
Managing Calendars
Modify Site Layout
Working with Social Elements
Exploring Office Apps
Creating subsites for master-sub projects

After 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 8: Business Intelligence and Reporting

Module Overview

In this module you will learn about many of the Business Intelligence and Reporting features of Project Server 2013. 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

Portfolio Analysis
Business Intelligence Features
Managing Reports
Common Errors

Lab Sessions

Configure Business Intelligence
Reports and Dashboards
Managing Strategy Drivers

Lab Lessons

Setup Report Authors and Report Viewers
Configure SQL Server Login
Install Analysis Services
Install SQL Server AMO
Configure Excel Services
Configure Secure Store
Configure PerformancePoint
Working with Business Intelligence Center
Exploring Project Server Database Tables
Working with Sample Excel Reports
Uploading Excel Report in the Project Site
Creating Dashboard Reports
Adding PWA Web Parts
Creating Excel Services Reports
Creating PerformancePoint Reports
Creating Reporting Services Reports
Creating Analysis Services Reports
Create Strategy Drivers
Create Driver Prioritization
Perform Portfolio Analyses

After 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 9: Backup and Recovery

Module Overview

In 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 Sessions

Backup and Recovery

Lab Lessons

Backup Project Server (Database)
Backup Project Server (Content)
Restore Project Server

After 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 Maintenance

Module Overview

In 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 Sessions

Troubleshooting and Maintenance

Lab Lessons

Deleting Enterprise Objects
Connected SharePoint Sites
Managing Project Server Queue
Reviewing ULS Logs

After 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.

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