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Microsoft Project & Portfolio Management (PPM) Project Managemnt Course Outline

 (3 days)
Version 2016/2013

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

This three-day course is designed to teach project managers how to effectively manage projects and resources in the Project Server/Project Online environment. Participants will learn how to initiate proposals and projects in the Project Web App (PWA), collaborate with project sites, interact with display grids in the Project and Resource centers, and manage task and timesheet updates. Demand Management and reporting in the BI Center will also be covered.

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

To ensure your success, we recommend you have some working knowledge of your computers operating system, Microsoft Project Professional and the Office Suite.

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
What is an EPM Solution?
The role of the Project Manager
Components of an EPM Solution

Module 2: Working in the Project Center
Viewing and Opening Projects
Checking-in Projects
Editing Custom Fields
Changing Ownership and Republishing

Module 3: Proposals and Demand Management
Creating, managing and submitting proposals
Approving Proposals

Module 4: Working with MS Project Professional
Creating a new project from a template
Saving an Enterprise Project
Building a Team from the Enterprise
Publishing projects to Project Server/Project Online

Module 5: Managing Resources
Analyzing resource availability and assignments and Team Building

Module 6: Managing Tasks and Approvals
Assigning tasks, managing updates and approvals

Module 7: Managing Timesheeets and Approvals
Working with timesheets and approvals

Module 8: Issues, Risks and Documents
Managing Issues, Risks and Documents

Module 9: Managing the Project Site
Collaborating in and extending the Project Site

Module 10: Working with Status Reports
Create and manage Status Reports

Module 11: Portfolio Management & Analysis
Create, management and analyze portfolios of projects and proposals

Module 12: Business Intelligence, Reporting & Data Analysis
Use and edit the built in sample reports
Create Dashboard pages and work with the Business Intelligence area
View outline in Word


Attend hands-on, instructor-led Microsoft Project & Portfolio Management (PPM) Project Managemnt 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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Follow the link to our self-service price quote form to generate an email with a price quote.

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Receive an email when this class is available as "Ready to Run" or "Early Notice" status.

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.

Need a class for a group?

We can deliver this class for a private group at your location. Follow the link to request more information.

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