Microsoft Project Server 2010 Technical Boot Camp

Delivery Options

• Customized Onsite Training (5 days): Request a Proposal

Class Description

Class Overview

Class Goals

• Understand Project Server terminology and core system components.
• Learn to describe the project communication life cycle used with Project Server.
• Understand the administration interface in Project Web App.
• Learn to create a Project Server login account in Project Professional 2010.
• Learn to configure custom enterprise fields, Lookup Tables, and calendars.
• Learn to configure the Project Server demand and lifecycle management features.
• Learn to add resources to the Enterprise Resource Pool.
• Learn to specify the initial configuration options for Project Server.
• Learn to configure time and task tracking settings.
• Learn to configure Project Server security using Groups and Categories.
• Learn to import enterprise templates and existing projects into Project Server.
• Learn to build OLAP Cube and resource availability information.
• Learn to create custom views in both Project Web App and Project Professional 2010.
• Learn to manage Microsoft SharePoint Server and Project Sites.
• Learn to modify Project Web App pages and create new Project Site templates.
• Learn to configure Business Intelligence features and build custom Excel-based reports and interactive dashboards.
• Learn to manage the Project Server database.
• Understand the Project Server technology stack and installation types.
• Understand hardware and software requirements.
• Learn to install SharePoint Server 2010 and Project Server 2010.
• Learn to configure necessary SharePoint farm components for Project Server.
• Learn to create instances of Project Web App.
• Learn to configure SQL Server Analysis Services for OLAP functionality.
• Understand the process of migrating data from Project Server 2007.
• Learn to perform Project Server monitoring and troubleshooting.
• Learn to perform common SharePoint administrative tasks.
• Pass the 70-177 MCTS exam.

Class Outline

1. Introduction and Project Server Overview
   1. Project Management Overview
   2. Project Server 2010 Overview
   3. Project Server Communication Cycle
   4. Installation Overview
2. Understanding the Project Web App Interface
   1. Exploring Tools for Configuration
   2. Exploring the Project Web App User Interface
   3. Using the Site Actions Menu
   4. Using the Browse Tab and Personal Settings
   5. Logging into Project Web App from another Workstation
   6. Using the Quick Launch Menu
   7. Using Ribbon Menus
   8. Exploring the Approval Center
   9. Understanding Workflow Approvals
   10. Using the Tasks Page
   11. Using the Timesheet Page
   12. Exploring the Resource Center
   13. Understanding Resource Assignments and Resource Availability
   14. Understanding the Driver Library and Driver Prioritization
   15. Understanding Portfolio Analyses
   16. Manipulating and Printing the Date Grid
   17. Exporting the Data Grid to Excel
   18. Understanding the Administration Interface
   19. Lab : Understanding the Project Web App Interface
       1. Create a Project Professional Logon
3. Creating System Metadata and Calendars
   1. Understanding Metadata Changes: Departments, Project Types, Business Drivers
   2. Understanding and Creating Custom Enterprise Fields
   3. Understanding Built-in Fields and Lookup Tables
   4. Understanding the Resource Breakdown Structure
   5. Exploring the Health Lookup Table
   6. Understanding Fields Controlled by Workflow
   7. Understanding and Creating a Custom Field with Formula
   8. Understanding Rollup Methods
   9. Deleting a Custom Field
   10. Synchronizing Working Time with Project Options
   11. Importing a Base Calendar
   12. Lab : Creating System Metadata and Calendars
       1. Create Teams Lookup Table
       2. Modify a Lookup Table
       3. Associate a Field and Lookup Table
       4. Create Regions Lookup Table
       5. Create High-Medium-Low Lookup Table
       6. Modify Cost Type Lookup Table
       7. Modify the RBS Lookup Table
       8. Modify Departments Lookup Table
       9. Create a Free Entry Custom Field
       10. Create a Project Region Office Field
       11. Create a Project Risk Field
       12. Create a Resource Region Field
       13. Create a Project Low Estimate Field
       14. Create a Project High Estimate Field
       15. Create a Formula using Project Professional
       16. Create a Formula using Project Web App
       17. Use Graphical Indicators
       18. Set Indicators in Project Professional
       19. Import Additional Fields
       20. Match Generic Resources
       21. Modify the Standard Calendar
       22. Create a New Base Calendar
4. Configuring Lifecycle Management
   1. Understanding Lifecycle Management
   2. Understanding Demand Management
   3. Understanding Decision Management
   4. Understanding Project Types
   5. Understanding Departments
   6. Understanding Phases and Stages
   7. Understanding Project Detail Pages
   8. Understanding Lifecycle Configuration Process
   9. Understanding a Proposal Lifecycle
   10. Understanding the Project Strategic Impact Web Part
   11. Configuring Workflow Phases
   12. How to Create Enterprise Templates
   13. How to Adapt a Workflow for your Needs
   14. How to Configure Project Workflow Settings
   15. Lab : Configuring Lifecycle Management
       1. Create Business Drivers
       2. Create a New Sample Proposal
       3. Approve a Sample Proposal
       4. Create Fields for Project Type
       5. Create Training Overview Page
       6. Create Additional Project Detail Pages
       7. Configure Workflow Stages
       8. Import a Project Template
       9. Create Enterprise Project Types
5. Building and Managing the Enterprise Resource Pool
   1. Enterprise Resource Pool Overview
   2. Understanding Enterprise vs. Local Resources
   3. Understanding Enterprise Resource Types
   4. How to Edit Resources using Project Professional 2010
   5. Understanding Booking Types
   6. How to Change Working Time
   7. How to Enter Nonworking Time
   8. How to Enter Cost Information
   9. Understanding Generic Resources
   10. How to Create Material Resources
   11. Understanding and Using Cost Resources
   12. Understanding Team Resources
   13. Using Project Web App to Create an Enterprise Resource
   14. How to Set Assignment Attributes Option
   15. How to Add a Resource to a Team
   16. How to Bulk Edit Enterprise Resources
   17. How to Batch Edit Enterprise Resources
   18. Using Active Directory Synchronization
   19. How to Add Resources from the Active Directory
   20. How to Deactivate an Enterprise Resource
   21. Lab : Building and Managing the Enterprise Resource Pool
       1. Create a Resource
       2. Set Work Schedule Changes
       3. Change Cost Rates
       4. Create a Generic Resource
       5. Create a Material Resource
       6. Create a Cost Resource
       7. Create a Team Resource
       8. Import Resources
6. Initial Project Server Configuration
   1. Understand Recommended Order for Configuring Project Server 2010
   2. Using the Additional Server Settings Page
   3. Using Project Server 2007 Compatibility Mode
   4. Using Enterprise Settings
   5. Using Currency Settings
   6. Using Resource Capacity Settings
   7. Using the Resource Plan Work Day Section
   8. Understanding Exchange Server Details
   9. How to Set Task Mode Settings
   10. How to Configure Exchange Server Synch
   11. Understanding and Using Alerts and Reminders
   12. How to Set Options for the OLAP Cube
   13. How to Delete an Existing OLAP Database
   14. How to Configure Event Handlers
   15. Lab : Initial Project Server Configuration
       1. Set OLAP Cube Options
       2. Configure OLAP Database
       3. Build and Verify OLAP Cube
       4. Add a Link to the Quick Launch Menu
       5. Edit Links in the Quick Launch Menu
7. Configuring Time and Task Tracking
   1. Understanding Time and Task Tracking Entities
   2. How to Configure Project Server 2010 for Tracking
   3. Understanding Timesheet Options
   4. Understanding Single Entry and Double Entry Modes
   5. How to Disable Timesheet Functionality
   6. How to Set the Task Tracking Method
   7. How to use Percent Complete Method
   8. Using Actual Work Done and Work Remaining Methods
   9. Set Up the Timesheet Page
   10. Lab : Configuring Time and Task Tracking
       1. Define Financial Periods
       2. Define Time Reporting Periods
       3. Create Line Classifications
       4. Set Timesheet Options
       5. Configure Administrative Time
       6. Set Task Tracking Method
8. Configuring Project Server Security
   1. Understanding Organizational Permissions
   2. Understanding Project Web App Permissions
   3. Understanding Users vs. Resources
   4. Understanding Groups and Categories
   5. Overview of Permissions
   6. How to Manage Security
   7. How to use the Add or Edit Category Page
   8. Recommended Settings for Configuring a Security Category
   9. How to Delete a Group
   10. How to Delete a Category
   11. Using and Managing Security Templates
   12. Managing Active Directory Synch for Groups
   13. Lab : Configuring Project Server Security
       1. Modify the My Projects Category
       2. Modify the Project Managers Group
       3. Create a New Category
       4. Create a Security Template
       5. Create a New Group
9. Building the Project Environment
   1. Changing the Status Manager
   2. Lab : Building the Project Environment
      1. Prepare to Import Projects
      2. Import a Project
      3. Publish an Imported Project
      4. Import Additional Projects
      5. Change the Project Owner
      6. Build the OLAP Cube
10. Creating and Managing Views
    1. Eleven types of Project Web App views
    2. Creating Gantt Chart formats
    3. Creating Grouping Formats
    4. Creating Views in Project Web App
    5. Anatomy of Project Web App views
    6. Managing Project Web App views
    7. Other Types of PWA Views
    8. Deleting a View
    9. Understanding Project Client Views
    10. Working with the Enterprise Global File
    11. Adding Views to the Enterprise Global
    12. Using the 4-Step Method to Create a New View
    13. Creating Useful Enterprise Views
    14. Lab : Creating and Managing Views
        1. Create a Custom Gantt Format
        2. Customize a Grouping Format
        3. Copy a View
        4. Modify a View
        5. Create a Grouped View
        6. Create a Filtered View
        7. Create a Milestone Task View
        8. Create a View with Indicators
        9. Create a Duration Table
        10. Create a Custom Filter
        11. Create a Custom View
        12. Create an Enterprise Publishing View
11. Managing Project Sites
    1. Introducing SharePoint
    2. Project Site Provisioning Process
    3. SharePoint Content Types
    4. SharePoint Architecture
    5. SharePoint Storage Hierarchy
    6. SharePoint Administration
    7. SharePoint Security
    8. Project Server to SharePoint Synchronization
    9. SharePoint Templates and Features
    10. Project Sites Toolbar Options
    11. Bulk Update Project Sites
    12. Customizing Project Sites
    13. Lab : Managing Project Sites
        1. Project Site Provisioning
        2. Create a New Blank Site
        3. Customize Documents Library
        4. Customize Risks List
        5. Customize Issues List
        6. Customize Tasks List
        7. Customize the Home Page
        8. Save Site as a Template
        9. Assign Template to EPT
12. Configuring Business Intelligence and Reporting
    1. Business Intelligence - The What
    2. Business Intelligence - The Why
    3. Business Intelligence - The How
    4. Analytical Tools
    5. Traditional vs. Periodic Reporting
    6. Reporting Architecture Overview
    7. Relational Database vs. OLAP
    8. Key Terms
    9. OLAP Cube Categories
    10. Business Intelligence Delivery Methods
    11. Business Intelligence and Reporting
    12. Primary Microsoft Business Intelligence Tools
    13. Microsoft SharePoint Excel Services Overview
    14. Working with Built-in Microsoft Excel Reports
    15. Sample Reports
    16. Project Key Performance Indicators
    17. Dashboard Best Practices
    18. Dashboard Development Process
    19. Lab : Configuring Business Intelligence and Reporting
        1. Explore the Business Intelligence Center
        2. Open Sample Excel Reports
        3. Create a Custom Report from a Sample Report
        4. Create an Excel Report from a Template
        5. Publish a Report
        6. Use a Data Connection File
        7. Create a Dashboard Page
        8. Add Non-Project Server Users as Report Viewers
13. Installing Project Server 2010
    1. Understanding the WFE/App Server Installation Process
    2. Installation Overview
    3. Minimum Hardware Requirements
    4. Minimum Software Requirements
    5. Understanding Service Accounts
    6. How to Create Domain Global Groups for Reporting
    7. Understanding Software Prerequisites
    8. Creating Service App Manually
    9. Lab : Installing Project Server 2010
       1. Prepare SQL Server
       2. Add SQL Login for Farm Account
       3. Prepare SSAS
       4. Add the Farm Admin to SSAS
       5. Apply Proxy Server Settings
       6. Install Prerequisites
       7. Install SharePoint
       8. Install Project Server
       9. Run the Configuration Wizard
       10. Create a Site Collection
       11. Create Project Web App
14. Post-Installation Configuration
    1. Understanding the New Service Application Model
    2. Understanding Service Applications and their Benefits
    3. Understanding Service Application Proxy and Proxy Groups
    4. How to Configure Excel Services
    5. How to Configure the Secure Store Service Application
    6. How to Configure the Cube Building Service
    7. Understanding Optional SQL Server Enhancements
    8. Configuring your New Instance
    9. Understanding the New Excel Services Application
    10. Pointing Data Connections to the New Secure Store Target Application
    11. Using PSCONFIG
    12. Upgrading and Migrating to Project Server 2010
    13. Technical and Non-Technical Considerations for Upgrading
    14. Planning for Project Client Coexistence
    15. Relinking Project Sites
    16. Migrating Project Portfolio 2007
    17. Lab : Post-Installation Configuration
        1. Report Authors Group Access
        2. Harvest URLs
        3. Configure Excel Services
        4. Configure Trusted Data Connections
        5. Add a Trust File Location
        6. Generate a New Encryption Key
        7. Create a Secure Store Target Application
        8. Install SQL Server Native Client
        9. Install SQL Management Objects
        10. Create an SQL Login
        11. Verify Project Web App
        12. Log on to Project Professional
        13. Perform Basic Functional Tests
        14. Verify Cube Building
        15. Verify the Business Intelligence Center
        16. Create Additional Instances
        17. Relink Project Sites
15. Managing Project Server Day to Day
    1. Performing Database Management through PWA
    2. Deleting an Enterprise Resource
    3. Deleting Status Report Responses
    4. Deleting Timesheets
    5. Deleting User Delegates
    6. Performing Manual Admin Backups
    7. Using Administrative Restore
    8. Changing or Restarting Workflows
    9. Configuring and Managing the Queue
    10. Understanding the Queue Process
    11. Understanding Queue Optimization
    12. Understanding Job States
    13. Managing Queue Jobs Page
    14. Troubleshooting the Queue
    15. Configuring the Queue
    16. Monitoring Project Server Licenses
    17. Working with Unified Logging Service
    18. Using the Reliability and Performance Monitor
    19. SQL Server 2008 Maintenance Plan
    20. Enabling SharePoint Developer Dashboard
    21. Using PSCONFIG
    22. Using SharePoint Health Analyzer
    23. Adjusting Active Cache Settings
    24. Cleaning Up the Local Cache
    25. Resolving Local Cache Corruption
    26. SharePoint Farm Backup and Recovery
    27. Backing Up Site Collections
    28. Backing Up Sites and Lists
    29. Unattached Content Database Data Recovery
    30. Lab : Managing Project Server Day to Day
        1. Check in Enterprise Objects
        2. Delete an Enterprise Object
        3. Perform Automatic Daily Backup

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following areas is required:

• General Project Management knowledge.
• Understand basic scheduling principles.

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

• Onsite course technical requirements and setup instructions.