PROJECT SERVER 2003 ONLINE TRAINING

COURSE OUTLINES
 

Included 4 Courses:

1. ESTABLISH THE ENTERPRISE | 2. PROJECT MANAGER TASKS | 3. TEAM MEMBER TASKS | 4. ALL CONTENTS

1. ESTABLISH THE ENTERPRISE
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Target Audience of Course
This course "Establish the Enterprise" is intended for an individual(s) in charge of establishing the main feature set of using Project Server in the enterprise. We call such a person the "enterprise leader." (The tasks include many of the duties ordinarily associated with an administrator and a portfolio manager of Project Server information.)

Prerequisites of Course
This course assumes that the enterprise leader is already familiar with basic Microsoft Project 2003 Professional functionality.

Assumptions of Course
This courses assumes that Project Server has been purchased by your organization, is already installed at your location*, attached to a SQL Server database, and has a URL established that enables user to log onto Project Web Access (PWA), the web view of data in Internet Explorer in Project Server.  Project Professional is available to be used in tandem with Project Server. (We suggest that you make this server available for this training and practice, and then you reinstall the server for actual projects.)

*For information on how to install Project Server please follow the instructions in the Project Server manuals, or Download the TechNet Project Server Installation Guide.

-Project Server 2003 now comes with a sample database that includes projects, tasks, resources, assignments etc. to be viewed and interacted with through Project Pro and PWA. You might consider using this sample database as the basis of the data for this course. Then you can remove it and work with your own company data. This is just a suggestion, not a requirement. The database can be found by reading the file pjsvr.chm and sampledb.htm on the Project Server CD.

-The students will be each using a high speed Internet connection to access the online courseware.

-The enterprise leader will be the first to be first trained (Course 1, this course), followed by project managers (Course 2), and then team members (Course 3).

The Process of the Training
The process of what is learned in the training flows like this: (see diagram) After Project Server is fully installed at your end, one (or more) of your employees (whom we will refer to as the project enterprise leader, otherwise known as the administrator) customizes the enterprise global file residing on Project Server so that all projects later created by project managers in Project Professional will be optimized to take full advantage of Project Server's enterprise features. In addition, a shared enterprise pool of resources is developed in Project Server by the enterprise leader so that projects created by project managers will have a common pool of resources to assign to tasks in their enterprise projects. Finally, standardized enterprise project templates are developed so that projects have a common starting point for all enterprise projects created by project managers. Thereafter, project managers and others use the Project Professional client to create their own enterprise projects based on enterprise templates utilizing resources in the shared enterprise resource pool.

Once enterprise projects are created and posted on Project Server by project managers, team members can use Internet Explorer to log onto the company's version of Project Server (with an appropriate Project Web Access (PWA) license) to view scheduled and enter completed assignments across multiple projects. Other stakeholders, including higher level management, will also be able to use Internet Explorer to see facets of the data that are of particular concern to them by using such tools as the Portfolio Analyzer, provided these advanced features are enabled in the original Project Server installation.

Course Contents
This course instructs the enterprise leader how to:

  • Start up Project Professional and create a connection to Project Server

  • Customize the enterprise global file so that standardized fields, tables, company calendar, etc. is established for all ensuing enterprise projects that are developed

  • Build one or more enterprise project templates that can be the starting points and basis of new enterprise projects

  • Create an enterprise project from an enterprise project template (to test)

  • Populate the enterprise resource pool with resources.

  • Utilize enterprise resources in an enterprise project (to test)

  • Open an existing enterprise project (stored in Project Server) in Project Professional

  • Work offline with an enterprise project (stored in Project Server)

  • Add documents (e.g. an existing Word or Excel file) to an enterprise project (to test)

  • Establish the user authentication method for user log ons to Project Web Access

  • Create user accounts and permissions for log on to Project Web Access

  • Further customization, such as customizing PWA views, setting global functionings of Project Server, managing Windows SharePoint Services, managing Enterprise Features, manage licenses, reducing size of Project Server database, etc.

  • Other

 

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2. PROJECT MANAGER TASKS
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Target Audience of Course
This course "Project Manager Tasks" is intended for an individual(s) in charge of building enterprise-based projects and interacting with team members and others on these projects.

Prerequisites of Course
This course assumes that the project manager is already familiar with basic Microsoft Project 2003 Professional functionality.

Assumptions of Course
This courses assumes that Project Server has been purchased by your organization, is already installed at your location*, attached to a SQL Server database, and has a URL established that enables user to log onto Project Web Access (PWA), the web view of data in Internet Explorer in Project Server.  Project Professional is available to be used in tandem with Project Server. (We suggest that you make this server available for this training and practice, and then you reinstall the server for actual projects.)

*For information on how to install Project Server please follow the instructions in the Project Server manuals, or Download the TechNet Project Server Installation Guide.

-Project Server 2003 now comes with a sample database that includes projects, tasks, resources, assignments etc. to be viewed and interacted with through Project Pro and PWA. You might consider using this sample database as the basis of the data for this course. Then you can remove it and work with your own company data. This is just a suggestion, not a requirement. The database can be found by reading the file pjsvr.chm and sampledb.htm on the Project Server CD.

-The students will be each using a high speed Internet connection to access the online courseware.

-The enterprise leader will be the first to be first trained (Course 1), followed by project managers (Course 2, this course), and then team members (Course 3).

The Process of the Training
The process of what is learned in the training flows like this: (see diagram) After Project Server is fully installed at your end, one (or more) of your employees (whom we will refer to as the project enterprise leader, otherwise known as the administrator) customizes the enterprise global file residing on Project Server so that all projects later created by project managers in Project Professional will be optimized to take full advantage of Project Server's enterprise features. In addition, a shared enterprise pool of resources is developed in Project Server by the enterprise leader so that projects created by project managers will have a common pool of resources to assign to tasks in their enterprise projects. Finally, standardized enterprise project templates are developed so that projects have a common starting point for all enterprise projects created by project managers. Thereafter, project managers and others use the Project Professional client to create their own enterprise projects based on enterprise templates utilizing resources in the shared enterprise resource pool.

Once enterprise projects are created and posted on Project Server by project managers, team members can use Internet Explorer to log onto the company's version of Project Server (with an appropriate Project Web Access (PWA) license) to view scheduled and enter completed assignments across multiple projects. Other stakeholders, including higher level management, will also be able to use Internet Explorer to see facets of the data that are of particular concern to them by using such tools as the Portfolio Analyzer, provided these advanced features are enabled in the original Project Server installation.

Course Contents
This course instructs the project manager how to:

  • Start up Project Professional and create a connection to Project Server.

  • Use an enterprise template to build and save an enterprise-based project in Project Professional.

  • Assign enterprise resources to the enterprise project using Team Builder in Project Pro.

  • Publish Project Information so Its Seen in Project Web Access

  • Open, i.e. check out an existing enterprise project from Project Server

  • Work offline with an enterprise project.

  • Create an Administrative Project for Tracking Non-Project Tasks and Time

  • Learn about what Project Web Access (PWA) can do for you and for your team members

  • Set up Email reminders for team members/resources that a new project plan has been published, and when tasks are to be done by them. (PWA)
  • Establish status report requests that are sent out to resources to determine their progress on assigned tasks. (PWA)
  • Allow/disallow resources (team members) to create new tasks and delegate tasks to others for use. (PWA)
  • Review, accept and reject team member updates; i.e. resource submissions of timesheet actuals, changes in schedule, added tasks, delegations, etc. (PWA)
  • Review projects you are involved in through Project Center; and see all resources and assignments in the Resource Center view (which shows each resource's current availability, overallocations status, etc.). (PWA and Project Pro)

  • Add any essential documents (such as Word and Excel files) to enterprise project through Project Pro.

  • Attach problem issues to enterprise projects.

  • (With permissions) use the Portfolio Analyzer to compare the status of groupsof projects, and to analyze datawithin a single project or across multiple projects using a PivotTable or PivotChart; use the Portfolio Modelerto model different project scenarios to determine the feasibility of a new project, prioritize projects and resources, or find potential problems. (PWA and Project Pro)
  • Substitute generic resources for real resources, or substitute better resources for current resources using the Resource Substitution Wizard in Project Pro.
  • Level resources across multiple projects for resources that are overallocated on projects they are involved in.
  • Other

A Quick Start Course is now also included   New!

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3. TEAM MEMBER TASKS
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Target Audience of Course
This course "Team Member Tasks" is intended for individual team members (i.e. "resources") who need to interact through the Internet Explorer browser with task assignment and other data in projects developed in Microsoft Project.

Prerequisites of Course
This course assumes that the team member has a basic knowledge of how to use the Internet Explorer browser, and some basic knowledge of the fundamental capabilities if not the features of Microsoft Project.

Assumptions of Course
This courses assumes that Project Server has been purchased by your organization, is already installed at your location*, attached to a SQL Server database, and has a URL established that enables user to log onto Project Web Access (PWA), the web view of data in Internet Explorer in Project Server.  Project Professional is available to be used in tandem with Project Server. (We suggest that you make this server available for this training and practice, and then you reinstall the server for actual projects.)

*For information on how to install Project Server please follow the instructions in the Project Server manuals, or Download the TechNet Project Server Installation Guide.

-Project Server 2003 now comes with a sample database that includes projects, tasks, resources, assignments etc. to be viewed and interacted with through Project Pro and PWA. You might consider using this sample database as the basis of the data for this course. Then you can remove it and work with your own company data. This is just a suggestion, not a requirement. The database can be found by reading the file pjsvr.chm and sampledb.htm on the Project Server CD.

-The students will be each using a high speed Internet connection to access the online courseware.

-The enterprise leader will be the first to be first trained (Course 1), followed by project managers (Course 2), and then team members (Course 3, this course).

The Process of the Training
The process of what is learned in the training flows like this: (see diagram) After Project Server is fully installed at your end, one (or more) of your employees (whom we will refer to as the project enterprise leader, otherwise known as the administrator) customizes the enterprise global file residing on Project Server so that all projects later created by project managers in Project Professional will be optimized to take full advantage of Project Server's enterprise features. In addition, a shared enterprise pool of resources is developed in Project Server by the enterprise leader so that projects created by project managers will have a common pool of resources to assign to tasks in their enterprise projects. Finally, standardized enterprise project templates are developed so that projects have a common starting point for all enterprise projects created by project managers. Thereafter, project managers and others use the Project Professional client to create their own enterprise projects based on enterprise templates utilizing resources in the shared enterprise resource pool.

Once enterprise projects are created and posted on Project Server by project managers, team members can use Internet Explorer to log onto the company's version of Project Server (with an appropriate Project Web Access (PWA) license) to view scheduled and enter completed assignments across multiple projects. Other stakeholders, including higher level management, will also be able to use Internet Explorer to see facets of the data that are of particular concern to them by using such tools as the Portfolio Analyzer, provided these advanced features are enabled in the original Project Server installation.

Course Contents
This course instructs the team member how to:

  • Log onto Project Web Access (PWA) via the Internet Explorer browser and see data that relates to you, such as new tasks that you have been assigned to, new report requests solicited by a project manager, project manager acceptance or rejection of change requests you make, and others.
  • View a personal Gantt Chartof all tasks you are assigned to across multiple projects. (PWA)
  • Enter into Timesheets or Gantt Views work you have actually done (in % or in work hours completed) for any task assigned to. (PWA)
  • Use Microsoft Outlook to see all assignments across multiple projects, and enter timesheet completions there as well. (if permissions are given by project manager, and this feature is enabled). (PWA)
  • Create new tasks for a project(s) and delegate tasks to others (if permissions are given by project manager). (PWA)
  • Tell the manager that you cannot do work for task(s) because of unavailability during a time period. (PWA)
  • Fill out requested status reports from the project manager and send it to the project manager for review. (PWA)
  • Create your own ad hoc, unsolicited report of information and send it to the project manger for review. (PWA)
  • Create a personal to do list of things to be done for one’s own involvement in working with PWA in general across the projects you are involved in. (PWA)
  • View existing, published documents (e.g. Word, Excel, etc. files) that relate to individual projects, or are of a general, public concern that others can see and collaborate with you on. (PWA)
  • Create, view problematic issuesentries for a project that others can view and collaborate with you on to solve. (PWA)
  • Other

A Quick Start Course is now also included   New!

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4. ALL CONTENTS
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Target Audience of Course
This course "All Content" is intended for use by any individual involved in collaborating in Project Server. All of the content from all of the other courses on Project Server are contained herein. It is essentially a repository of all Project Server instruction we make available. This enables any trainee to access any of the topic of the training.

Prerequisites of Course
Since the course contains all of the content, there are no particular prerequisites for this course. The contents contains everything from the simplest to the most advanced content from our Project Server courses.

Potential Uses of Course
There are endless possibilities for using this course. E.g. the enterprise leader might want to view features not available in the standard ""Establish the Enterprise" course; or a project manager who has certain administrative capabilities not covered in the Project Manager Tasks course may need to view some of the more advanced parts of this course; or a high level manager or other stakeholder may need to learn about how to use the Portfolio Analyzer to analyze current projects and resource distribution; or it can simply be a general reference for individuals at any level as they work on enterprise projects with Project Pro, Project Server, and Project Web Access (PWA).

Assumptions of Course
This courses assumes that Project Server has been purchased by your organization, is already installed at your location*, attached to a SQL Server database, and has a URL established that enables user to log onto Project Web Access (PWA), the web view of data in Internet Explorer in Project Server.  Project Professional is available to be used in tandem with Project Server. (We suggest that you make this server available for this training and practice, and then you reinstall the server for actual projects.)

*For information on how to install Project Server please follow the instructions in the Project Server manuals, or Download the TechNet Project Server Installation Guide.

-Project Server 2003 now comes with a sample database that includes projects, tasks, resources, assignments etc. to be viewed and interacted with through Project Pro and PWA. You might consider using this sample database as the basis of the data for this course. Then you can remove it and work with your own company data. This is just a suggestion, not a requirement. The database can be found by reading the file pjsvr.chm and sampledb.htm on the Project Server CD.

-The students will be each using a high speed Internet connection to access the online courseware.

-The enterprise leader will be the first to be first trained (Course 1), followed by project managers (Course 2), and then team members (Course 3). This course (Course 4) can be taken by any user since it contains all the content of all the other courses. E.g. resource managers or executives or other stakeholders might consider going through appropriate modules. Administrators can help these users determine which modules are the best ones for them. This would of course assume that the administrator has first gone through the modules on his or her own.

The Process of the Training
The process of what is learned in the training flows like this: (see diagram) After Project Server is fully installed at your end, one (or more) of your employees (whom we will refer to as the project enterprise leader, otherwise known as the administrator) customizes the enterprise global file residing on Project Server so that all projects later created by project managers in Project Professional will be optimized to take full advantage of Project Server's enterprise features. In addition, a shared enterprise pool of resources is developed in Project Server by the enterprise leader so that projects created by project managers will have a common pool of resources to assign to tasks in their enterprise projects. Finally, standardized enterprise project templates are developed so that projects have a common starting point for all enterprise projects created by project managers. Thereafter, project managers and others use the Project Professional client to create their own enterprise projects based on enterprise templates utilizing resources in the shared enterprise resource pool.

Once enterprise projects are created and posted on Project Server by project managers, team members can use Internet Explorer to log onto the company's version of Project Server (with an appropriate Project Web Access (PWA) license) to view scheduled and enter completed assignments across multiple projects. Other stakeholders, including higher level management, will also be able to use Internet Explorer to see facets of the data that are of particular concern to them by using such tools as the Portfolio Analyzer, provided these advanced features are enabled in the original Project Server installation.

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