Microsoft Project Server 2016 Training

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This Microsoft Project Server training class teaches project management best practices with Microsoft Project, enabling project managers to build solid schedules that will reflect the true scope of the project and continuously forecast status through completion.

  1. Understand the discipline of project management as it applies to using Microsoft Project 2016, Project Online, and/or Project Server 2016 (PWA).
  2. Understand Industry Standards and Proactive PPM.
  3. Understand the features and relationships of Microsoft Project and Project Web App.
  4. Create and submit a project proposal.
  5. Develop and understand the baseline schedule.
  6. Track progress and collaborate with the project team.
  7. Track updates and take corrective action.
  8. Communicate project status.
  9. Close the project.
  1. Industry Standards and Proactive PPM
    1. Alignment with Industry Standards
      1. Industry Standards – Project Management Institute (PMI)®
      2. Industry Standards - Gartner
    2. Principles and Purpose of Proactive PPM
      1. The 7 Habits of Proactive Microsoft PPM Users
    3. Project Life Cycle
      1. Submitting a Project Proposal
      2. Developing the Baseline Schedule
      3. Managing the Schedule
      4. Closing
  2. Introduction to Microsoft Project and Project Web App
    1. The Building Blocks of PPM
      1. Project Intake and Prioritization
      2. Resource Capacity/Demand Management
      3. Budgeting and Cost Tracking
      4. Project Planning and Collaboration
      5. Project Status and Portfolio Reporting
      6. PMO Governance
    2. Microsoft PPM
      1. Project Proposals and Workflow Approvals
      2. Schedule Template
      3. Enterprise Resources
      4. Draft and Published Schedules
      5. Task Assignments, Views, and Reports
      6. Task Updates and Approvals
      7. Approved Task Updates
    3. Microsoft Project
      1. Working with Enterprise Projects
      2. Features and Navigation
      3. Options
    4. Project Scheduling
    5. Local vs. Enterprise
      1. Understanding the Local Cache
    6. Project Web App
      1. Using PWA
  3. Submitting a Project Proposal
    1. Ideas vs. Proposals vs. Projects
    2. Creating an Idea
    3. Creating a Project Proposal
      1. Create a Project Proposal from an Idea
      2. Create a New Project Proposal
    4. Creating Resource Engagements
      1. Calculate Resource Utilization from Resource Engagements
      2. Build the Team
      3. Create Resource Engagements
      4. Publish and Check in the Project
    5. Submit the Proposal for Approval
    6. Updating the Status Manager
      1. Specify the Owner for the Project
      2. Specify the Status Manager for Each Task
  4. Developing the Baseline Schedule
    1. Baseline Schedule Development Overview
    2. Specifying High-Level Project Information
      1. Setting the Project Start Date
      2. Selecting the Project Calendar
      3. Specifying Enterprise Custom Field Values
      4. Displaying the Project Summary Task
      5. Saving the Project in Project Web App
    3. Completing the Project Work Breakdown Structure (WBS)
      1. Working with Detailed Tasks
      2. Working with Milestones
      3. Developing the WBS
    4. Establishing Dependencies
    5. Setting Deadlines and Constraints
      1. Setting Deadline Dates
      2. Setting Constraints
    6. Building the Project Team
      1. Adding Enterprise Resources to the Project Team
      2. Adding Local Resources to the Project Team
    7. Assigning Resources
      1. Using the Assign Resources Dialog
      2. Using the Task Entry View
    8. Estimating Effort
    9. Leveling Resource Overallocations
      1. Understanding Prerequisites to Resource Leveling
      2. Defining Resource Leveling Options
    10. Creating Resource Engagements for Named Resources
    11. Budgeting and Cost Planning
      1. Budget Planning
      2. Cost Planning
      3. Finalizing the Project Budget
    12. Finalizing the Project Schedule
      1. Creating Level of Effort Tasks
      2. Creating SharePoint Deliverables and Deliverable Dependencies 4.12.3 Setting the Project Baseline
      3. Updating Resource Utilization Calculation
      4. Publish the Project
  5. Tracking Progress and Collaborating
    1. Viewing Project Details
    2. Understanding Tasks and Calendar
      1. Viewing all Task Assignments on the Tasks Page
      2. Viewing all Task Assignments on the Calendar Page
    3. Reporting Time and Task Progress Using the Timesheet
      1. Adding Tasks to a Timesheet
      2. Recalling a Timesheet
      3. Reporting Interim Status to the Project Manager
    4. Reporting Task Progress Using the Tasks Page
      1. Tracking Progress Using Hours of Work Done per Period
      2. Tracking Progress Using Actual Work Done and Work Remaining
      3. Tracking Progress Using Percent of Work Complete
      4. Adding New Tasks to the Tasks Page
    5. Planning Personal Time Off (PTO) in the Future
    6. Using the SharePoint Project Site
      1. Working with Issues and Risks
      2. Working with Project Documents
      3. Working with Action Items
  6. Processing Updates and Taking Corrective Action
    1. Processing Weekly Schedule Updates
      1. Reviewing for Submitted Timesheets
      2. Approving Status Updates
      3. Setting the Status Date
      4. Tracking Progress for Local Resources
      5. Updating Milestone Status
      6. Updating Project Costs
      7. Updating Project Key Performance Indicators
      8. Rescheduling Incomplete Work from the Past
      9. Resolving Resource Overallocations
    2. Identifying Variances and Taking Corrective Action
      1. Taking Corrective Action on the Critical Path
    3. Dealing with Changes on the Project
      1. Responding to Slipping Tasks
      2. Temporarily Delaying a Schedule
    4. Maintaining the Baseline for Scope Changes
      1. Updating the Baseline
      2. Responding to Out of Compliance Resource Engagements
  7. Communicating Project Status
    1. Preparing the Project Timeline
    2. Updating the Project Status
    3. Accessing Reports in the Report Center
  8. Closing out the Project
    1. Closing Tasks to Updates
    2. Closing Out a Project Schedule
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 is required for this Microsoft Project class:

  • Working knowledge of Microsoft Windows Server 200x networking.
  • Working knowledge of Microsoft Project Professional.
  • Knowledge of basic project management concepts.
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