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Managing Projects from Foundation to Enterprise Using Microsoft Project Server 2007 Overview


Module 1: Project Management Overview

  • Project Management Theory
  • The Project Management Process
  • Definition
  • Planning
  • Execution
  • Control
  • Closure

Module 2: 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
  • Understanding Enterprise Global Concepts
  • Opening the Enterprise Resource Pool
  • Understanding Custom Outline Codes and Custom Fields
  • Why Enterprise Fields and Outline Codes Are Important to You
  • Enterprise Field and Outline Code Types
  • Understanding Tracking Method Settings
  • Default Method for Reporting Progress
  • Lock Down Defaults
  • Managed vs. Non-Managed Time Periods
  • Define Current Tasks

Module 3: Microsoft Project 2003 Overview

  • Introducing the Global.mpt File
  • The Startup Task Pane
  • Microsoft Project Help
  • The Project Guide
  • The Planning Wizard
  • Navigating in Microsoft Project 2007
  • Use the Scroll Bars
  • Use the Zoom In and Zoom Out buttons
  • Use the Go to Selected Task button
  • Screen and Tool Tips
  • The Three-Tiered Timescale Bar

Module 4: Inside Microsoft Project 200

  • YJTJ Process (Your Job  Tools Job)
  • Microsoft Project Data Model
  • Understanding Views
  • Understanding Tables
  • Understanding Filters
  • Understanding Groups
  • Single-Pane Views
  • Combination Views

Module 5: Creating Enterprise Projects

  • Creating an Enterprise Project
  • Opening and Closing Project Plans
  • Working with Offline Projects
  • Importing Projects

Module 6: Project Definition

  • The Need for a Project Definition Process
  • Project Definition in Microsoft Project 2007
  • Step #1  Set the Project Start Date
  • Step #2  Enter Properties
  • Step #3  Display the Project Summary Task
  • Step #4  Set the Project Calendar and Nonworking Time Calendar
  • Step #5  Set Options Unique To This Project
  • Step #6  Save the Project
  • More About Base Calendars
  • Creating a Base Calendar

Module 7: Project Planning  Tasks

  • The Task Planning Process
  • Creating a Task List Manually
  • Using a Template
  • Planning for Non-Deliverable Tasks
  • Basic Task Skills
  • Entering and Editing Tasks
  • Moving Tasks
  • Inserting Tasks
  • Deleting Tasks
  • Creating the Work Breakdown Structure (WBS)
  • Creating Milestones
  • Creating Recurring Tasks
  • Adding Task Notes
  • Setting Task Dependencies
  • Lag Time
  • Lead Time
  • Setting Task Constraints
  • Task Notes on Constraints
  • Constraints: Flexible and Inflexible
  • Planning Wizard Message Regarding Constraints
  • Setting Task Deadline Dates
  • Missed Deadlines and Constraints

Module 8: Building Project Teams

  • Building a Team
  • Proposed vs. Committed Booking
  • Using Filters in the Build Team Dialog
  • Using Grouping
  • Selecting Resources for Your Team
  • Viewing Resource Information
  • Using Local Resources in an Enterprise Project

Module 9: Project Planning - Assignments

  • Task and Resource Assignments
  • Identifying Resource Capabilities
  • Estimating Task Effort
  • Resource Assignments: A Best Practice
  • Assigning Resources in the Task Entry View
  • The Duration Equation
  • Microsoft Project "Task Types"
  • Assigning Resources in the Assign Resources Dialog
  • Assigning Material Resources to a Task
  • Using Effort Driven Scheduling
  • Using Resource Substitution
  • More about the Assign Resources Dialog

Module 10: Assigning Resources and Leveling Assignments

  • Assigning Resources
  • Assign Resources Dialog
  • Task Entry View
  • Using the Resource Substitution Wizard
  • Running the Wizard
  • Leveling Overallocated Resources
  • Overallocation Defined
  • Resource Leveling Defined
  • Basic Leveling Techniques
  • Assigning Leveling Priorities to Tasks

Module 11: Publishing and Republishing Work Assignments

  • Understanding Project Server Publishing
  • Controlling Default Publishing Behavior
  • Publishing Best Practices
  • Publishing Assignments and Project Information
  • Republishing Assignments
  • Understanding the Project Server Spooler
  • Requesting Task Progress Outside the Normal Flow
  • Determining Timesheet (Published) Fields

Module 12: Project Web Access Overview

  • 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

Module 13: Tracking Progress through Project Web Access

  • Working with Tasks in Project Web Access
  • Understanding the Timesheet
  • Timesheet indicators
  • Understanding the Timesheet Toolbar
  • Activities Available from the Actions Pane
  • View Options
  • Filtering, Grouping and Searching the Timesheet View
  • Displaying the Gantt Chart View
  • Current Tasks vs. All Tasks
  • Reporting Progress in the Timesheet
  • Setting Up the Timesheet to Enter Actuals
  • Entering and Submitting Progress
  • Using Other Task Activities
  • Rejecting a Task
  • Delegating a Task
  • Creating a New Task
  • Assigning Yourself to an Existing Task
  • Hiding Tasks
  • Inserting Task Notes
  • Linking Documents to Tasks
  • Linking Issues to Tasks
  • Linking Risks to Tasks
  • Managing Project Tasks in Outlook
  • Notifying Managers of Working Day Changes

Module 14: Working with Outlook

  • Managing Project Tasks in Outlook
  • Automatically Import Project Tasks into Outlook
  • Displaying Project Web Access in Outlook

Module 15: Updating Progress through Project Web Access

  • Applying Updates in Project Web Access
  • Setting View Options
  • Setting Filter, Group, Search Options
  • Accepting and Rejecting Updates
  • Rescheduling Uncompleted Work
  • View History of Past Task Changes
  • Setting Rules for Accepting Task Updates
  • Timesheet Approval
  • Viewing Unsubmitted Timesheets
  • Axioms for Success with Tracking

Module 16: Variance Analysis

  • Variance Defined
  • Types of Variance
  • Actual and Estimated Variance
  • Locating Variance in Microsoft Project 2007
  • Work Variance
  • Cost Variance
  • Date Variance
  • Using Views to Locate Variance
  • What Is A View?
  • 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
  • Using the Organizer

Module 17: Plan Revision

  • Plan Revision Defined
  • Methods for Plan Revision
  • Using the Tracking Gantt View

Module 18: Using the Home Page

  • Using Features from the Home Page
  • Changing Your Password
  • Setting Alerts and Reminders for Yourself
  • Setting Reminders for your Resources
  • Taking Project Web Access Offline

Module 19: Working with Risks, Issues, and Documents

  • Working with Risks, Issues, and Documents
  • Working with Risks
  • Viewing Risks
  • Creating and Editing Risks
  • Attaching Risks to Tasks, Issues, Documents, and Other Risks
  • Working with Issues
  • Viewing Issues
  • Creating and Editing Issues
  • Attaching Issues to Other Issues, Tasks, Risks, and Documents
  • Working with Document Libraries
  • Viewing Document Libraries
  • Creating a New Document Library
  • Using a Document Library
  • Uploading Documents to a Library
  • Creating a New Document in a Library
  • Creating a New Folder in a Library
  • Working with Existing Documents in a Library
  • Viewing Document Properties
  • Editing Document Properties
  • Editing in a Microsoft Office Application
  • Deleting a Document
  • Checking Out/Checking In a Document
  • Working with the Versions History
  • Discussing a Document
  • Using the Project Workspace
  • Discussing a Document

Module 20: Working with Advanced Features of Risks, Issues, and Documents

  • Using Actions Pane Features
  • Viewing Reports
  • Setting Alerts
  • Exporting to an Excel spreadsheet
  • Modifying Settings and Columns
  • Modifying General Settings for Risks and Issues
  • Modifying General Settings for Documents
  • Modifying Columns Settings
  • Modifying Views
  • Synchronizing with Project Server

Module 21: Working with Status Reports

  • Requesting a Status Report
  • Creating a New Status Report Request
  • Editing and Deleting Status Reports
  • Responding to a Status Report Request
  • Submitting an Unrequested Status Report
  • Viewing the Status Reports Archive
  • Viewing Status Report Responses
  • Viewing Unrequested Status Reports

Module 22: Working in the Resource Center

  • Using the Resource Center
  • Viewing Resource Availability
  • Editing Resource Details
  • Opening a Resource for Editing
  • Viewing Resource Assignments
  • Adjusting Actuals for Resources
  • Viewing the Timesheet Summary

Module 23: Working in the Project Center

  • Working in the Project Center
  • Accessing Risks, Issues, and Documents from the Project Center
  • Using Project Center Views
  • Building a Project Team
  • Editing Project Details and Opening Projects
  • Checking In Projects
  • Working with Detailed Project Views
  • Organizing Your Saved Links
  • Working with To-Do Lists

Module 24: Working with Project Server Analysis

  • The Need for Project Analysis
  • Using Portfolio Analyzer Views
  • Creating Custom Portfolio Analyzer Views
  • Additional Portfolio Analyzer Options
  • Tips for Using the Portfolio Analyzer
  • Using the Portfolio Modeler
  • Creating a New Model
  • Opening a Model
  • Modifying your Model
  • Analyze Your Model
  • Comparing Models

 

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