Implementing and Administering Microsoft Project Server 2013 Training

Upcoming Instructor Led Online and Public Implementing and Administering Microsoft Project Server 2013 classes
Implementing and Administering Microsoft Project Server 2013 27 November, 2017 - 1 December, 2017 $2190 Hartmann Software Group Training Registration

Course Description

 
During this 5-day hands-on course, you learn how to configure and maintain Project Server 2013 and Project Online using both Project Pro 2013 and the Project Web App interface. You learn how to perform common SharePoint administrative tasks, how to manage the integration points between Project Server 2013 and SharePoint Server 2013, how to configure demand management, project governance, and project collaboration sites, how to build a workflow, and how to use business intelligence features. Learn from instructors with real-world experience in deploying Project Server across many industries.
Course Length: 5 Days
Course Tuition: $2190 (US)

Prerequisites

Although you are not required to take any other courses before taking this course, we strongly recommend that every Project Server administrator take the Managing Projects from Foundation to Enterprises using Microsoft Project Server 2013 course to learn how an organization actually uses Project Server 2013.

Course Outline

 

Module 01: Introduction and Project Server Overview

  • Introduction to Project Server 2013
  • Year of the Cloud
  • What’s New in Project Server 2013
  • Introducing the Microsoft 2013 PPM Platform
  • Applying PPM Terminology to Project Server
  • Understanding Project Server Terminology
  • Enterprise Resource Pool Overview
  • Enterprise Global Overview
  • Understanding the PPM Platform Technology Stack
  • Project Server Installation Types
  • Understanding Project Server Physical Environments
  • Understanding Database in the Enterprise
  • Understanding the Project Communications Lifecycle
  • Collaboration and Management Overview

Module 02: Task Lists, Project Sites and News Feed

  • SharePoint Concepts
  • Managed Metadata and Enterprise Content Types
  • Understanding Special Project Site 2013 Behaviors
  • Managing the SharePoint/Project Server Connection
  • Creating and Modifying Project Site Columns
  • Managing List and Library Views
  • Modifying List and Library General Settings
  • Creating and Editing Pages

Module 03: Applying a Deployment Process

  • Understanding the Deployment Process
  • Defining Your Deployment and Deployment Team
  • Managing the Discovery Phase
  • Determining your Implementation Archetype
  • Managing the Definition Phase
  • Managing the Design Phase
  • Managing the Pilot Phase
  • Managing the Rollout Phase
  • Managing Post-deployment Support

Module 04: Understanding the Project Web App Interface

  • Introducing Project Web App
  • Approaching Project Server Permissions Mode Decision Point
  • What’s New in the Project Web App Interface
  • Understanding Permissions Modes
  • Changing Permissions Modes On-Premises and Online
  • Tools for Configuration
  • Understanding the Project Web App User Interface
  • Using the Project Web App Administration Interface for a PWA Instance
  • Introduction to using SharePoint Central Admin to manage PWA

Module 05: Creating System Metadata and Calendars

  • Understanding Changes to Project Server 2013 Metadata Architecture
  • Working with Enterprise Custom Fields and Lookup Tables
  • Modifying Built-In Lookup Tables
  • Creating and Modifying Custom Lookup Tables
  • Creating Custom Fields
  • Creating Free Entry Custom Fields
  • Creating a Custom Field with a Lookup Table
  • Creating a Custom Field with a Formula
  • Controlling Custom Fields with Workflow
  • Importing a Local Field as an Enterprise Custom Field
  • Displaying Graphical Indicators in Custom Fields
  • Deleting a Custom Field or Lookup Table
  • Planning for Matching Generic Resources
  • Creating Enterprise Calendars

 

Topical Outline: Day 2

Module 06: Configuring Portfolio and Project Governance

  • Portfolio Management and Project Governance Overview
  • Understanding Project Governance
  • Understanding Portfolio Management
  • Configuring Portfolio Management
  • Configuring Project Governance
  • Configuring Demand Management
  • Creating Lifecycle Management Elements
  • Using SharePoint Designer to create Governance Workflows
  • Configuring Project Workflow Settings

Module 07: Building and Managing the Enterprise Resource Pool

  • Enterprise Resource Pool Overview
  • Understanding Enterprise Resource Types
  • Best Practices for Resource Pool Management by Permissions Mode
  • Adding Resources Using Active Directory Synchronization
  • Working with the Resource Center Data Grid
  • Creating Resources Using Project Professional 2013
  • Editing Enterprise Resources Using Project Professional 2013
  • Using Project Web App to Create an Enterprise Resource
  • Mass Editing Enterprise Resources
  • Preparing to Import Enterprise Resources
  • Importing Enterprise Resources
  • Deactivating an Enterprise Resource

Topical Outline: Day 3

Module 08: Building the Project Environment

  • Importing Existing Projects and Templates
  • Building the OLAP Cube

Module 09: Creating and Managing Views

  • Understanding Views
  • Creating Gantt Chart Formats
  • Creating Grouping Formats
  • Managing Project Web App Views
  • Creating Custom Views in Project Web App
  • Understanding Enterprise Views in Project Professional 2013
  • Using the 4-Step Method to Create a New View
  • Creating Useful Enterprise Views

Module 10: Initial Project Server Configuration

  • Setting High-Level Enterprise Functionality
  • Using SharePoint Central Administration for Configuration
  • Configuring Alerts and Reminders
  • Setting Options for the OLAP Cube
  • Configuring Event Handlers
  • Customizing the Quick Launch Menu

Module 11: Configuring Time and Task Tracking

  • Understanding Tracking
  • Defining Fiscal Periods
  • Configuring Time and Task Tracking
  • Defining Time Reporting Periods
  • Configuring Timesheet Options
  • Configuring Administrative Time
  • Disabling the Timesheet Functionality
  • Setting the Task Tracking Method
  • Customizing the Timesheet Page
  • Customizing the Tasks Page
  • Tips for Using Tracking Methods

Topical Outline: Day 4

Module 12: Configuring Project Server Security

  • Project Server Security Overview
  • Setting Organizational Permissions
  • Understanding Users vs. Resources
  • Managing User Accounts
  • Controlling Security with Groups and Categories
  • Understanding Permissions
  • Managing Permissions through Groups
  • Managing Permissions through Categories
  • Using and Managing Security Templates
  • Managing AD Synchronization for Groups
  • Resolving Common Security Requirements

Module 13: Managing Project Server Day to Day

  • Supporting Project Server
  • Performing Common Application Administration
  • Checking In Enterprise Objects
  • Deleting Enterprise Objects
  • Managing the Queue
  • Changing or Restarting Workflows
  • Working with Administrative Backups

Module 14: Working in SharePoint and Managing Project Sites

  • Introducing SharePoint
  • SharePoint Concepts
  • Managed Metadata and Enterprise Content Types
  • Understanding New Project Site Behaviors for 2013
  • Managing the SharePoint/Project Server Connection

Module 15: Configuring Business Intelligence and Reporting

  • Understanding Project Server 2013 Business Intelligence
  • Reporting and Business Intelligence Overview
  • Understanding Available Data
  • Relational Data Overview
  • Office Data Connections (ODC) Overview
  • oData Overview
  • Understanding the Toolset
  • Reporting Limitations
  • Preparing to View or Create Reports
  • Config2013_Syllabus: Page 8 of 8
  • Accessing Sample Reports in the BI Center
  • Built-In Reports Overview
  • About Report Templates
  • Interacting with Reports
  • Creating a New Report Using an oData ODC Connection
  • Creating a New Report from an oData Data Feed
  • Creating a New PowerPivot Report
  • Adding Non-Project Server Users as Report Viewers

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