Project Server 2007 Online Training -- Course Outlines -- Guru! Software

PROJECT SERVER 2007 ONLINE TRAINING

COURSE OUTLINES

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

Overview of the 4-Course Cycle

Here is an overview of the four courses that come with our Project Server 2007 Online training, which is followed by an explanation of the cycle of using the four programs together. (Click on an item above or scroll below.)

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 and intermediate Microsoft Project 2007 Professional functionality. (I.e knows how to add tasks, link them, assign resources, view reports, track completed tasks, etc. This is important!)

Assumptions of Course
This courses assumes that Project Server has been purchased by your organization, is already installed at your location, is running Windows SharePoint Services, is 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 also available to be used in tandem with Project Server.

What is Covered in the Establish the Enterprise Course
This course instructs the administrator how to:

Start up Project Professional and create a connection to Project Server
Establish the user authentication method for the overall approach for logging into Project Web Access (PWA)
Establish security by creating user accounts and permissions for log on to Project Web Access
Populate the enterprise resource pool with resources, making them available for enterprise projects created by project managers in Project Pro Professional
Customize the enterprise global file so that standardized fields, tables, company calendar, etc. are established to meet organizational needs when enterprise projects are created by project managers in Project Pro
Build one or more enterprise project templates that can be the starting points and basis of new enterprise projects that are created by project managers in Project Pro
Establish some of the basic settings for use of Project Web Access, including how team members enter their assignment completions, setting up Administrative project categories, and whether Workspaces are automatically created
Customize PWA views, including modifying existing or creating new subviews, and building visual pivot-table, pivot-chart oriented Data Analysis views from OLAP cubes
Work with a variety of other lesser features, ranging from PWA-Look configurations to other Project Server settings, including projects-related tasks, project server-oriented tasks, and PWA-Look tasks
And much more

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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 and intermediate level use of Microsoft Project 2007 Professional functionality.

Assumptions of Course
This courses assumes that Project Server has been purchased by your organization, is already installed at your location, including Windows SharePoint Services. Project Professional should be available by users of the course to be used in tandem with Project Server.

Tips for Using Course
The enterprise leader is normally the first to be first trained (Course 1), followed by project managers (Course 2, this course), and then team members (Course 3).

What is Covered in the Project Manager Course
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 (PWA).
Open an enterprise project in Project Pro and work offline with it.
Play the role of a team member and enter actual completion of assignments, and submit it to the manager through PWA.
As project manager accept or reject team member assignments.
Create status reports for team members to fill out, play the role of team member to fill out a report, and review the information,
Work with the a workspace for a project, including use of project documents, issues, and risks associated with a project.
Make inquiries of team members of their progress on completion of tasks.
Establish team member settings such as email-notifications and accepting updates, and modify status report rules.
Create a Project Proposal.
Become familiar with other aspects of PWA, including the Project Center and the Resource Center.
And more.

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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.

What is Covered in the Team Member Course
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 Chart of all tasks you are assigned to across multiple projects.
Enter actually work done at the task assignment level or for a period of time for the assignment, and submit to project manager for approval.
Fill out requested status reports from the project manager and send it to the project manager for review.
Use Microsoft Outlook to see all assignments across multiple projects, and assignment completions there as well (if permissions are given by project manager, and this feature is enabled).
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.
Create, view problematic issues and risks entries for a project that others can view and collaborate with you on to solve.
Establish email notifications to determine when and what material generated from Project Server should be reported to you.
Create your own ad hoc, unsolicited report of information and send it to the project manger for review.
Add Administrative, vacation, and other nonworking time.
And more.

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4. OTHER
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Target Audience of Course
This course "Other Functionality" is divided in functionality for use by resource managers, executives, and for those creating "web projects" using Project Web Access, the web based entry into features of Project Server

Prerequisites of Course
-There are no required prerequisites for this course for resource managers, although a knowledge of Microsoft Project is very helpful.

-There are no particular prerequisites for this course for the use of the executive functions other than basic knowledge of project management ideas.

-The are no particular prerequisites for this course those using the Web Projects feature.

Potential Uses of Course
The main users of this course are executives, project managers, and those who might create projects without the use of Microsoft Project. However, administrators and project managers may also need to review some of the functionality presented in the course. E.g. the administrators and certain project managers might want to see the portfolio data and graphs generated in the executives section, or the resource data in the resource manager area.

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.

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) is then taken by 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.

What is Covered in the 'Other' Course
This course instructs the resource manager how to:

Learn the basic of making your way around Project Web Access (PWA)
View all of the resources in the enterprise, including their assignments and availability in order to consider how these resources can be redistributed or balanced across projects, whether additional resources are needed, how to deal with overallocations (PWA)
Analyze Resources through Data Analysis views
Examine Project Workspaces including Documents, Issues, and Risks associated with individual projects.
And more.

This course instructs the executive how to:

Learn the basic of making your way around Project Web Access (PWA)
View the status of all enterprise projects to see their current status, including whether they are ahead or behind schedule, are greater or lesser than expected cost in Project Web Access (PWA).
Use the Data Analysis viewsto compare the status of groupsof projects, and to analyze datawithin a single project or across multiple projects using a PivotTable or PivotChart.
See basic resource information in the Resource Center view.
Examine Project Workspaces including Documents, Issues, and Risks associated with individual projects.
And more.

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Overview of the 4-Course Cycle
The process of what is learned in the 4-course Project Server training essentially flows like this: After Project Server is fully installed at your end, one (or more) of your employees (whom we will refer to as the administrator) develops a base of users who are given various levels of permission -- as project managers, team members, executives, etc. -- to interact with the Project Server system. In addition, a shared enterprise pool of resources is developed in Project Server by the enterprise leader so that projects created by project managers have a common pool of resources to assign to tasks in the enterprise projects they create. The administrator also customizes the "enterprise global file" residing on Project Server so that all projects created by project managers in Project Pro contain the necessary fields, views, reports, and information place holders that meet the needs of the organization. Finally, standardized enterprise project templates are developed so that projects have a common starting point for all enterprise projects created by project managers; an optional feature. This is essentially covered in the Admin course.

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. This and many other features are covered in the Project manager course.

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. This is and more is covered in the Team Member course.

Other stakeholders, including resource managers, and executives, 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. This and more is covered in our Other course.

The process of what is learned in the training essentially flows like this: After Project Server is fully installed at your end, one (or more) of your employees (whom we will refer to as the administrator) develops a base of users who are given various levels of permission -- as project managers, team members, executives, etc. -- to interact with the Project Server system. In addition, a shared enterprise pool of resources is developed in Project Server by the enterprise leader so that projects created by project managers have a common pool of resources to assign to tasks in the enterprise projects they create. The administrator also customizes the "enterprise global file" residing on Project Server so that all projects created by project managers in Project Pro contain the necessary fields, views, reports, and information place holders that meet the needs of the organization. Finally, standardized enterprise project templates are developed so that projects have a common starting point for all enterprise projects created by project managers; an optional feature. This is essentially covered in the Admin course.

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