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Microsoft Project & Porfolio Management (PPM) Administration Course Outline

 (5 days)
Version 2016/2013

Voucher Notice
This class is not eligible for payment through Software Assurance Vouchers funded by Microsoft.

This course is for individuals administering the Project Server/Project Online environment. Students will learn how to install, configure and maintain a Microsoft Project Server/Project Online environment. This course also covers deployment “good practices” and taking a phased approach. Each module covers different areas of configuration and setup. Ongoing management and maintenance is also covered.

To ensure your success, we recommend you have some working knowledge of Application Servers and Services, Windows and SQL Server. Administrators using Project Online should be familiar with basic SharePoint Administration concepts.

Version Note
This class is taught using Project Server 2016. However, this course is appropriate for users of Project Server 2013 or 2016 or Project Online.

Course Outline

Module 1: Project Server/Project Online Overview
High level overview of Project Server/Project Online
Infrastructure Overview

Module 2: Deployment Challenges & the EPM Maturity Model
Organization challenges with EPM
Taking a maturity model approach

Module 3: Installation and Setup
Pre-Installation Checklist
Post-Installation Options

Module 4: Working with the PWA Interface
Learn about Project Server/Project Online and SharePoint administration areas
Feature Administration

Module 5: Managing Enterprise Fields and Calendars
Creating Enterprise Custom Fields and Lookup tables
Working with Enterprise Calendars

Module 6: Configuring and Managing Demand & Lifecycle Management
Working with proposals and demand management
Configuring workflows with SharePoint Designer

Module 7: Managing Users and the Enterprise Resource Pool
Add and managing users and groups
AD group and enterprise synchronization

Module 8: Managing Views and Reports
Managing Views and Reports in PWA and Project Professional
Working with the Global Enterprise Template

Module 9: Initial Settings & Configuration
Configuring Enterprise Settings
Configuring global options and settings
Building the OLAP Cube

Module 10: Enterprise Global Settings
Configuring Enterprise Settings
Configuring client grouping, filtering and reporting options

Module 11: Task and Time Management
Configuring Time and Task Management
Understanding Exchange synch options

Module 12: Managing Security
Working with SharePoint and Project Server/Project Online security modes
Understanding Security Templates
Configuring Security Groups and Categories

Module 13: Project Server/Project Online Ongoing Maintenance
Using Project Server/Project Online Tools for troubleshooting
Understanding Backup and Recovery Strategies
Troubleshooting strategies

Module 14: Managing Project Sites
Customizing the Project Site
Site Permissions & Maintenance

Module 15: Customizing BI & Reporting
Configuring the Business Intelligence area
Reporting options and report types

Module 16: Portfolio Management & Analysis
Creating and managing drivers and prioritizations
Creating Portfolios and Analysis
View outline in Word


Attend hands-on, instructor-led Microsoft Project & Porfolio Management (PPM) Administration training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Project Management Courses and select the one that's right for you.

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Attend from your office or home

If you have high-speed internet and two computers you can likely take this class from your office or home.

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