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Microsoft Project Server Portfolio Management Essentials for 2013


Objectives : As much as Project Management is about doing projects right, Portfolio Management is about doing the right projects. If you pick the right projects – based on defined processes and objective data, the result is an enviable portfolio of high value projects: a portfolio that is properly balanced and most importantly, supports your business strategy.

This four day event shows you how to track multiple resources - how to set priorities, how to analyze project budget. Portfolio management makes it possible for you to evaluate and prioritize projects to ensure that you invest your resources and budget where they are needed most. This course will demonstrate developing and rolling out a strategic planning and portfolio management process using Microsoft Project Server 2013 and using the tools and techniques you need to succeed by ensuring that your projects are properly prioritised and aligned with your business strategy.

Who should attend : This course is aimed at:

  • Project and program managers,
  • Functional department directors and managers,
  • Directors of Project Management Offices,
  • Project directors,
  • Portfolio Managers and individuals responsible for Microsoft Project Portfolio Management. The course is also aimed at technical Project Server implementers and Project-Server application administrators and anyone from technical side of implementing Project-Server.

Prerequisites : Delegates must have a good working knowledge of Project and a general understanding of Project Server and PWA. Delegates also require a good understanding of Microsoft Project Professional 2013 and have completed the 2 day Introduction to Microsoft Project Professional. A general understanding of development environments would be useful along with an understanding of concepts around demand management, resource management and portfolio management.

Duration : 4 Days

Module 1 – Microsoft Project Server Refresher
This module reviews some of the important features of Project-Server, particularly those that are required to use Microsoft Project Portfolio Management (PPM).

  • Review of Project Server 2013
  • Project Collaboration o Management features
  • Enterprise Resource Pool Overview
  • Enterprise Global Overview
  • Project Server Terminology
  • Project Server 2013 Data Architecture
  • New Features of Project Server 2013
  • Overview of the Microsoft 2013 PPM Platform
  • PPM Technology concepts
  • PPM Terminology to Project Server

Module 2 – Project Server Configuration: Custom Fields
Project Server Administrators and Portfolio Managers can use custom enterprise fields to customise enterprise project templates the way they are needed throughout the organisation. This module will look at Custom Fields in detail.

  • Enterprise Custom Fields and Lookup Tables
  • Modifying Built-In Lookup Tables
  • Creating Custom Fields
  • Creating Free Entry Custom Fields
  • Creating a Custom Field with a Lookup Table
  • Modifying Built-In Project and Resource Department Fields
  • Creating a Custom Field Controlled by Workflow
  • Creating a Custom Field with a Formula

Module 3 –Project Server 2013 Configuration : Resource Management

  • Creating Resources
  • Resource Custom fields for Demand and Portfolio Management
  • Matching Generic Resources
  • Task time estimation and work field
  • Creating Enterprise Calendars
  • Time and Task Management

Module 4: Configuring Demand Management Features

  • Overview of Demand Management
  • Project budgets and allocating resources
  • Creating an Enterprise Project Template
  • Stages and Phases
  • Project Definition Pages
  • Creating Project Site Templates
  • Creating a Project Template

Module 5: Project Workflow Concepts
Workflows can define each step in the life cycle of a project. As the Portfilio Manager you configure the workflow to reflect where in the project life cycle you need certain check points that determine the health and progress of that project, and even whether the project is meeting the necessary criteria to continue.

  • Overview of project workflows
  • Planning your workflow conditions and actions
  • Creating a workflow using SharePoint Designer
  • Creating a workflow using Visual Studio
  • Modifying the workflow status

Module 6 - Working with Project Portfolio Management

  • High level overview of Portfolio Management
  • Understanding Portfolio Management
  • Prioritisation and business strategy
  • Configuring Portfolio Management
  • Business Drivers
  • Custom Fields
  • Prioritisation
  • Preparing Proposed Projects for Portfolio Analysis
  • Working with Portfolio Analyses
  • Resource Demand analysis
  • Cash Demand analysis

Module 7 - Project Governance

  • Understanding Project Governance Concepts
  • Implementing Project Governance in Project Server
  • Reporting utilities – high level overview




Project Server Portfolio

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