Implementing and Administering Microsoft Project Server 2013

Objectives: Project Server implementers taking this 3-day hands-on course learn how to properly install SharePoint Server and Project Server 2013, prepare the system for configuration, and configure and maintain Project Server 2010 using both Project Professional 2013 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

• Introduction to Project Server 2013
• Overview 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

Module 2 – Understanding your own Requirements
Note that for a more detailed course about pre-installation please our course titled Project-Server pre-configuration workshop

• Collaboration and Management Overview
• Preparing Strategies for PPM
• Deployment Success

Module 3 – Deploying Project Server 2013

• Understanding the Deployment Process
• Defining Your Deployment & 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 4: The Project Web Interface

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

Module 5: 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

Module 6: Project Server 2013 Configuration

• 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

Module 7 - Time and Task Tracking

• Fiscal Periods
• Time Reporting Periods
• Timesheet Adjustment
• Line Classifications
• Timesheet Settings and Defaults
• Task Settings and Display
• Close Tasks to Update

Module 8 - Building / 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
• Create Resources with 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

Module 9: Building the Project Environment

• Importing Existing Projects and Templates
• Building the OLAP Cube

Module 10: 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 11: Project Server 2013 Security

• Project Server Security Overview
• Manage Permissions
• Manage Users
• 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 12: Building the Project Environment

• Importing Existing Projects and Templates

Module 13: 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 2013
• Using the 4-Step Method to Create a New View
• Creating Useful Enterprise Views

Module 14: Managing Project Sites

• Managing the SharePoint/Project Server Connection
• Modifying Project Sites
• Create Extranet Web Application
• Manage Site Services Permissions

Module 15: 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 16: Managing Project Server Day to Day

• Delete Enterprise Objects
• Force Check-in Enterprise Objects
• Daily Schedule Backup
• Administrative Backup and Restore
• OLAP Database Management
• Monitoring/Troubleshooting Project Server Database
• Maintenance
• Database maintenance plans for Project-Server 2010
• Changing or Restarting Workflows
• Configuring and Managing the Queue
• Monitoring Project Server Licenses
• Monitoring and Troubleshooting Project Server
• Configuring a SQL Server 2008 Maintenance Plan
• Configuring SharePoint Service Applications
• Configuring the Cube Building Service
• Setting Optional SQL Server Performance Enhancements

Module 17: Project Server Technical Overview

• Project Server Installation Types
• Understanding Databases in the Enterprise
• Create a Project Server 2010 Web App
• Creating a Service Application Manually
• Configuring Exchange Server Synchronization
• Configuring Alerts and Reminders
• Creating Additional Project Server Instances

Module 18: SharePoint Server 2010 Administration

• Understanding the SharePoint Central Administration Interface
• Performing Common Administrative Task