Microsoft Project & Portfolio Management (PPM) Project Management Course Outline
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.
To ensure your success, we recommend you have some working knowledge of your computers operating system, Microsoft Project Professional and the Office Suite.
This class is taught using Project Server 2016. However, this course is appropriate for users of Project Server 2013 or 2016 or Project Online.
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
Editing Custom Fields
Changing Ownership and Republishing
Module 3: Proposals and Demand Management
Creating, managing and submitting 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