Aantal dagen

3 day(s)

Audience

Candidates for this course are System Administrators, Project Managers and Team Leaders who operate in medium to large computing environments that use the Microsoft Project Server software.

Prerequisites

Before attending this course, students must have a good knowledge of Microsoft Project Professional (client) in general. Having a working knowledge of basic project management concepts is also needed.

Objectives

This training provides students the knowledge and skills necessary to effectively configure, manage and report in a a Microsoft Project Server environment.

Methods

Class training alternated with exercises. Each student disposes of a workstation. For each module, the explained items will be performed in practice.

Description

Lots of medium to large size companies using MS Project have multiple project managers, planning dozens of projects, and using sometimes hundreds of resources working to all of these projects.Communication between the project managers and the resources is a difficult issue, and can be improved considerably by using the Project Server.

Resources need to be informed about the tasks to be performed and about the dates when these tasks need to be performed. Project Web Access is a simple tool to inform all resources about the planned work. Resources dispose of different views to check tasks, dates, duration, work and other relevant information. They are also able to link documents, risks and issues by using windows sharepoint services to the tasks assigned to them.

Registration of actual work performed by the resources is the key information for project managers to track project progress. Based on this information the project manager can adjust the planning of the running projects to keep them on track. Project Web Access offers the possibility for resources to register on a timesheet view the hours spend to each task. The project manager can than easily import this information into the project.

As project managers need to assign resources to their projects, they need to have a view of the availability of the resources. Using the Project Server Web Access they can assign resources to tasks with a correct knowlegde of skills and availability of all enterprise resources.

Company executives need to have an overall view of running projects. Portfolio Analyzer is a tool to be used in setting priorites in the execution of projects.

Contents

• Configuring Project Server to your needs

  • security * Manage Users * Manage Groups * Manage Categories * Manage Security Templates * Manage Delegates
    • Projects
      • Defining Enterprise Project Types
      • Defining Project Templates
      • Workflow Usage
    • Resources
      • Resource creation
      • Work/Material/Cost resources
      • Generic resources
      • Team resources
      • Defining the Resource Breakdown Structure
    • Choosing and defining a tracking method
      • Tasks Tracking vs. Timesheet usage
      • Defining Time periods
      • Tasks Settings and Display
      • Timesheet Settings
      • Administrative Time
  • Managing Enterprise Data * Creating enterprise Calendars * Creating Custom Fields and Lookup Tables * Managing Views
  • General Management * Delete Enterprise Objects * Force Checkin Enterprise Objects * Operational Policies

• Managing projects in a Project Server Environment

  • As a Project manager
    • Creating new projects using an enterprise project type
    • Client connection to the server
    • Checkout/Checkin of projects
    • Save/Publish of projects
    • Adding enterprise resources to the project
    • Proposed vs. Committed resource assignments
    • Generic vs. Team resources
    • Using enterprise objects (calendars, custom fields,…)
    • Approving actuals
    • Adding Documents, Risks and Issues to a project
  • As a Resource / Team member )
    • Using the Tasks interface to register actuals
    • Adding tasks to a project
    • Self-Assign Team tasks
    • Using the Timesheet interface
  • As a Resource Manager (15%)
    • Viewing resource assignments
    • Viewing resource Availability
    • Timesheet Management
  • As a portfolio Manager (20%)
    • Setup Drivers
    • Driver prioritization
    • Portfolio Analysis

• Reporting about your projects in a Project Server environment

  • Connection options
    • Connection to Odata
    • Connection to SQL Server Reporting tables/views
  • Connection Tools
    • Excel Power Tools : Power Pivot, Power Query
    • Power BI
    • SQL Server reporting services
  • Using the Microsoft Project online Content Pack in Power BI
    • Project Portfolio
    • Dashboard/Timeline/Costs/Milestones/Risks/Issues
    • Resource availability/Overview/Assignmebnts/Details/Demand forecast
    • Project status/Risks/Issues
  • Creating your own reports and dashboards in Power BI
    • Gantt Chart by MAQ Software
    • Timephased Resource work/cost overview(matrix visual)
    • Task work/cost overview (table visual)
    • Using the Advanced Timeline Slicer to filter projects/resources
  • DAX usage to create columns and measures
    • NRofTasksComplete
    • NRofTasksBusy
    • NRofTasksUnstarted
    • Cost KPI (CKPI)
    • Cost variance State
    • Cost Health indicator
  • Secury in reporting : Apply Row level Security in Power BI
    • Securing access to project information via RLS
    • Securing access to resource information via RLS