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Configuring and Administering Microsoft Office Project Server 2003 Overview


Module 1: Introducing Microsoft Project Server

  • What Is Microsoft Project Server?
  • Applying Enterprise Project Management Terminology to Microsoft Project Server
  • Understanding Project Servers Language
  • Enterprise Project
  • Enterprise Resource
  • Check In and Check Out
  • Using Project Servers Enterprise Resource Management Tools
  • Understanding the Project Communication Life Cycle in Project Server
  • Additional Collaboration and Management Tools
  • Understanding the Windows SharePoint Services Role with Project Server
  • Understanding Publishing in Project Server
  • Understanding Analysis Tools
  • Portfolio Modeling

Module 2: Project Server Architecture

  • Understanding the Project Server System Software Environment
  • End User Software
  • Server Software
  • Database Software
  • Understanding Project Server Physical Environments
  • The Microsoft Office Connection
  • Understanding Server Requirements, Scalability, and Availability Options
  • Understanding Client Requirements

Module 3: Project Server Configuration in Microsoft Project Professional

  • Logging Into Project Server through Microsoft Project Professional 2003
  • Enterprise Global Overview
  • Checking Out the Enterprise Global
  • Backing Up and Restoring the Enterprise Global
  • Understanding Custom Fields and Custom Outline Codes
  • Why Enterprise Fields and Outline Codes Are Important to You
  • Enterprise Field and Outline Code Types
  • Defining Enterprise Fields
  • Using Formulas to Display Calculated Data in Custom Fields
  • Understanding Rollup Methods for Enterprise Custom Fields
  • Displaying Graphical Indicators in Custom Fields
  • Defining Enterprise Outline Codes
  • Sharing another Fields Outline Code
  • Deleting a Custom Field or Outline Code
  • Setting Up Skill Codes and Other Resource Keys
  • Using Multi-Value Enterprise Resource Outline Code Fields
  • Setting Up the RBS Field (Enterprise Resource Outline Code 30)
  • The Publishing Process and Enterprise Custom Fields
  • Setting Default Working Times for the Enterprise
  • Creating New Base Calendars
  • Warning: Synchronizing the Working Time with the Project Calendar
  • Setting a Standard Currency for the Enterprise

Module 4: Building and Managing the Enterprise Resource Pool

  • Enterprise Resource Pool Overview
  • Enterprise vs. Local Resources
  • Understanding Enterprise Resource Types
  • Creating Enterprise Resources
  • Creating Work Resources
  • Creating Material Resources
  • Creating Generic Resources
  • Editing Existing Resources in the Enterprise Resource Pool
  • Adding New Enterprise Resources through Active Directory Synchronization
  • Preparing to Import Enterprise Resources
  • Importing Resources from Active Directory
  • Importing Resources from Your Address Book
  • Verifying a Windows Account for a Resource
  • Preparing Custom Fields and Outline Code Data
  • Importing Enterprise Resources
  • Deactivating an Enterprise Resource

Module 5: Using Project Web Access for Configuration and Administration

  • Using the Project Web Access User Interface
  • Menu Bar
  • Actions Pane
  • Customization Tabs
  • Action Bar
  • Manipulating the Data Grid
  • Printing the Data Grid
  • Exporting the Data Grid to Excel
  • Project Web Access Administration Interface

Module 6: Initial Project Server Configuration in Project Web Access

  • Overview: Setting Application Options
  • Setting Options for Enterprise Features
  • Specifying the Project Server Mode
  • Selecting Project Web Access Features
  • Entering Project Server Base URLs
  • Configuring Alerts and Reminders
  • Configuring Project Web Access Menus
  • Setting Options for OLAP and Resource Availability Tables
  • Setting the Default Method for Tracking Progress
  • Default Method for Reporting Progress
  • Locking Down Defaults
  • Specifying Time Period Settings
  • Defining Current Tasks
  • Tips for Using the Percent of Work Complete Method of Tracking
  • Tips for Using the Actual Work Done and Work Remaining Method of Tracking
  • Tips for Using the Hours of Work Done Per Day or Per Week Method of Tracking
  • Adding Custom Home Page Content
  • Establishing Project Versions
  • Specifying User Authentication and Password Length

Module 7: Configuring Project Server Security using Categories and Groups

  • Overview of Project Server Security
  • Global Permissions Essentials
  • Setting Global Permissions (Features)
  • Overview: Controlling Permissions with Groups and Categories
  • Understanding Categories
  • Understanding Groups
  • Understanding the Interaction between Categories and Groups
  • Managing Security through Categories
  • Creating a New Category
  • Summary of Default Category Settings
  • My Direct Reports
  • My Organization
  • My Projects
  • My Resources
  • My Tasks
  • Managing Permissions with Groups
  • Creating a New Group
  • Setting Permissions with Security Templates
  • Managing Active Directory Synchronization for Groups
  • Managing User Accounts
  • Adding or Modifying Users
  • Clearing the Active Directory Globally-Unique Identifier
  • How Do I?

Module 8: Building and Managing the Project Environment

  • Overview of the Project Environment
  • Importing Projects
  • Controlling the Project Environment with Templates
  • Creating an Enterprise Template
  • Determining Timesheet (Published) Fields
  • Using Administrative Projects
  • Creating an Administrative Project
  • Collaborating on an Administrative Project
  • Considerations for Using Administrative Projects
  • Building the OLAP Cube and Publishing Resource Availability

Module 9: Creating and Modifying Project Server Views

  • Overview: Creating Views
  • Creating Gantt Chart Formats
  • Creating Grouping Formats
  • Managing Project Web Access Views
  • Deleting Views
  • Copying and Modifying Views
  • Creating Custom Views in Project Web Access
  • Creating a Custom Project View
  • Creating a Custom Project Center View
  • Creating a Custom Assignment View
  • Creating a Custom Resource Center View
  • Modifying the Timesheet View
  • Creating a Custom Portfolio Analyzer View
  • Using the Portfolio Analyzer Toolbars
  • Tips for Using the Portfolio Analyzer
  • Getting Additional Views
  • Managing Enterprise Views in Microsoft Project Professional
  • Create a New View Using the 4-Step Method
  • Select or Create a Table
  • Select or Create a Filter
  • Select or Create a Group
  • Create the New Custom View
  • Creating an Enterprise Cost View
  • Select or Create a Table
  • Select or Create a Filter
  • Select or Create a Group
  • Create the New View
  • Creating an Enterprise Resource Sheet View
  • Moving Objects In and Out of the Enterprise Global Using the Organizer

Module 10: Managing Windows SharePoint Services

  • Overview: Managing Windows SharePoint Services
  • What is Windows SharePoint Services?
  • Managing WSS Connections
  • Managing WSS Site Provisioning Settings
  • Managing WSS Sites
  • Using Site Administration for a WSS Site
  • Using the Administration Options
  • Using the Customization Options
  • Using the Manage My Information Options
  • Synchronizing Web Administrator Accounts
  • Connecting to a SharePoint Portal Server
  • Using WSS Central Administration
  • Getting More Information about WSS

Module 11: Managing Project Server

  • Checking in Enterprise Projects and Resources
  • Checking In Enterprise Projects and Resources in the SQL Server Database
  • Cleaning Up the Project Server Database
  • Deleting Projects
  • Deleting Resources
  • Deleting Task Assignments
  • Deleting Resource Task Updates
  • Deleting Status Report Responses
  • Monitoring Project Server Licenses
  • Monitoring Your Project Server

 

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