Objectives: Project Server implementers taking this 3-day hands-on course learn how to properly install SharePoint Server and Project Server 2010, prepare the system for configuration, and configure and maintain Project Server 2010 using both Project Professional 2010 and the Project Web App interface. Administrators will learn how to perform common SharePoint administrative tasks, how to manage the integration points between Project Server 2010 and SharePoint Server 2010, and how to configure project collaboration sites and business intelligence features. Learn from instructors who have real-world experience in deploying Project Server across many industries.
Target Audience: This course is aimed at technical Project Server implementers, Project-Server application administrators.
Pre-Requisites: Delegates must have a good working knowledge of Project and a technical understanding of Windows and server applications. A good understanding of the role of a Project Manager in the EPM Environment is important
Duration: 3 Days
Module 1 – Microsoft
Project EPM Overview
This module introduces the concept of enterprise project management (EPM).
The module outlines how various Microsoft products (Project server, Project
2007 Project Web Access) can be integrated together to provide general business
benefits.
- Enterprise Project Management overview
- Microsoft Projects products and EPM
- Introducing the Microsoft 2010 EPM Platform
- Understanding Project Server Terminology
- Enterprise Resource Pool
- Overview
Enterprise Global
- Overview Understanding Databases in the Enterprise
- Understanding
the Project Communications Lifecycle
Module 2 - Understanding the Project Web App Interface
- Tools for Configuration
- Using the Project Web App User Interface
- Using
the Project Web App Administration Interface
Module 3 - Creating System Metadata and Calendars
- Understanding Significant Changes to Project Server 2010 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
- Importing a Local Field as a Custom Enterprise Field
- Displaying Graphical Indicators in Custom Fields
- Deleting a Custom Field or Lookup Table
- Planning for Matching Generic Resources
- Creating Enterprise Calendars
Module 4: Configuring Lifecycle Management
- Understanding Lifecycle Management
- Creating Lifecycle Management Elements
- Creating Enterprise Project Templates
- Working with the Sample Workflow
- Configuring Project Workflow Settings
Module 5: Building and Managing the Enterprise Resource
Pool
- Enterprise Resource Pool Overview
- Understanding Enterprise Resource Types
- Working with the Resource Center Data Grid
- Creating Resources Using Project Professional 2010
- Editing Enterprise Resources Using Project Professional 2010
- Using Project Web App to Create an Enterprise Resource
- Mass Editing Enterprise Resources
- Adding Resources Using Active Directory Synchronization
- Preparing to Import Enterprise
- Resources Importing Enterprise Resources Deactivating an Enterprise Resource
Module 6: Initial Project Server Configuration
- Setting High-Level Enterprise Functionality
- Configuring Exchange Server Synchronization
- Configuring Alerts and Reminders
- Setting Options for the OLAP Cube
- Configuring Event Handlers Configuring the Quick Launch Menu
Module 7 - Configuring Time and Task Tracking
- Understanding Tracking
- Defining Financial Periods
- Defining Time Reporting Periods
- Configuring Timesheet Options
- Configuring Administrative Time
- Disabling the My Timesheet Functionality
- Setting the Task Tracking Method
- Setting Up the Timesheet Page
- Customizing the My Tasks Page
- Tips for Using Tracking Methods
Module 8: 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 9: Building the Project Environment
- Importing Existing Projects and Templates
- Building the OLAP Cube
Module 10: Creating and Managing 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 2010
- Using the 4-Step Method to Create a New View
- Creating Useful Enterprise Views
Module 11: Managing Project Sites
- Introducing SharePoint
- Managing the SharePoint/Project Server Connection
- Modifying Project Sites
Module 12: Configuring Business Intelligence and Reporting
- Reporting Architecture Overview
- Business Intelligence Center Overview
- Microsoft SharePoint Excel Services Overview
- Working With the Built-In Microsoft Excel Reports
- Working with SharePoint Dashboards
- Adding Non-Project Server Users as Report Viewers
Module 13: Managing Project Server Day to Day
- Checking in Enterprise Objects
- Deleting Enterprise Objects
- Working with Administrative Backups
- Changing or Restarting Workflows
- Configuring and Managing the Queue
- Monitoring Project Server Licenses
Module 14: Project Server Technical Overview
- Understanding the EPM Platform Technology Stack
- Project Server Installation Types
- Understanding Databases in the Enterprise
Module 15: Installing Project Server 2010
- Preparing to Install SharePoint Server and Project Server 2010
- Installing SharePoint Server 2010 and Project Server 2010
- Create a Project Server 2010 Web App
- Creating a Service Application Manually
Module 16: Post Installation Configuration
- Configuring SharePoint Service Applications
- Configuring the Cube Building Service
- Setting Optional SQL Server Performance Enhancements
- Verifying Project Server Functionality
- Creating Additional Project Server Instances
- Migrating Data from Project Server 2007
Module 17: Managing Project Server Day to Day
- Monitoring and Troubleshooting Project Server
- Configuring a SQL Server 2008 Maintenance Plan
Module 18: SharePoint Server 2010 Administration
- Understanding the SharePoint Central Administration Interface
- Performing Common Administrative Task
