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