MMP-241 - Mastering Microsoft Project 2003-PM Enterprise

Course MMP-241

Table of Contents

Introduction
Audience
At Course Completion
Prerequisites
Microsoft Certified Professional Exams
Student Materials
Course Outline

Introduction

Microsoft® Project Server offers expanded communication and project management capabilities to project-driven organizations. Microsoft Project is no longer used exclusively by the project manager, but by various people in different roles that relate to the project differently. A team member might want to see the project SharePoint and use it as a communications tool, updating tasks, reviewing control documents, identifying and resolving issues and risks. Likewise, an executive might want to analyze a portfolio of projects that are managed by several project managers in their department, and play what if games with resources, or analyze their portfolio to determine which projects are doing well and which are in trouble. A resource manager might want to take responsibility for assigning their direct reports to projects based on skill matching and availability, and provide an additional level of timecard authorization. The project manager can leverage the power of the project server to gain visibility into and manage all of their projects from the same Web interface.

Configurable Product, Configurable Training

When you implement Microsoft® Project Server, you will configure it to match the way your firm manages projects. Our training is designed around the configurable functions in the product. That means your team will get trained on your process using your data. For example, Microsoft® Project offers several methods of tracking progress including tracking actual hours vs. percent complete.

A Rare Combination of Knowledge and Experience

SQLSoft+, in partnership with Versatile, provides the best instruction and the best instructors on this new product. Our instructors have investigated all the options the tool has to offer, and they’ve learned even more as they installed and configured this product in customer organizations.

Benefits

Each type of user learns the features they’ll need to successfully participate in working on projects.

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Audience

The potential audience for Microsoft® Project Server training typically falls into four categories. This particular course focuses on:

• Project managers who will use Microsoft® Project Professional to plan and manage a project and use Microsoft® Project Server to communicate with their stakeholders, including their sponsor and team members.

The three additional categories and associated courses are:

• Project team members who will use Microsoft® Project Server to get assignments and report progress. - Course MMP-143, Mastering Microsoft Project 2003 - Team Member
• Project sponsors and portfolio managers who will use Microsoft® Project Server to get accurate status from projects and be able to combine information from multiple projects to understand enterprise-wide project issues such as resource utilization. - Course MMP-142, Mastering Microsoft Project 2003 - Stakeholder.
• Resource managers who will use Microsoft® Project Server to allocate their personnel to project teams and monitor their performance on project-related tasks. Course MMP-242, Mastering Microsoft Project 2003 - Resource Manager.

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At Course Completion

At the end of this course, the student will be able to:

• Understand the basic architecture of Project Server and how to navigate it.
• Relate the project management process to Project Server.
• Use project server as a communication tool.
• Use project server as a collaboration tool.
• Update project plans manually and accept updates from others.
• Integrate their projects into the enterprise environment.

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Prerequisites

Before attending this course, students must have:

• Completed MMP-141, Mastering Microsoft Project 2003 Professional or equivalent.

Students that score 80% or more on the self-assessment (Word doc) should have no problems with this course.

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Microsoft Certified Professional Exams

No MCP exam currently exists for this course.

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Student Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

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Course Outline

1. Introduction to Microsoft Project Server

• Basic Architecture
• Enterprise Data and Stakeholders
• Stakeholder Benefits
• Enterprise Project Process
• Support the Project Management Process
• Baseline Policy
• Tracking Method
• Groups and Categories
• Resource Breakdown Structure
• Categories of Projects
• Work Breakdown Structure
• Global Template

2. Accounts & Collaboration Options

• The Global Template
• Managing the Enterprise Client
• Microsoft Project Server Accounts
• Saving and Publishing

3. Publish

• Collaborate Menu
• Publishing Project Plans
• Project Center
• Open and Save Plans
• Opening an Enterprise Project Plan
• Save As

4. Enterprise Team Management

• Managing the Team Overview
• Understanding Types of Resources
• Identifying Resource Types
• Using Team Builder Overview
• Defining the Team
• Importing Projects
• Using the Resource Substitution Wizard
• Resource Leveling
• Resource Substitution vs. Resource Leveling

5. The Home Page

• Home Page Overview
• Changing Passwords
• Set Alert Me Notifications
• Work Offline
• Exporting Print Grid Data to other Applications - Copy/Paste

6. Tasks

• Tasks Overview
• Viewing and Updating Tasks
• Task Actions Menu Bar
• View Types in View my Tasks
• Customizing Views in View my Tasks
• Updating Tasks
• Creating New Tasks
• Creating New Assignments as a Team Member
• Assigning Yourself to a Task
• Delegating Tasks
• Using Alert Me for Notifications and Reminders
• Working with Outlook
• Notifying Managers of Time Not Available For Work
• Print Grid – Printing Options for Timesheets

7. Updating Projects

• Updating Overview
• Viewing and Updating Task Changes Overview
• Viewing Task Updates
• Update Action Menu Bar
• Customizing the Task Updates View
• Updating Task Changes into Project Plans
• Set Rules to Automate Changes
• To set up a rule
• Task Change History Overview

8. Reporting Status

• Status Reports Overview
• User Groups and Status Reports
• Request a Status Report Overview
• To Request a Status Report
• Submit a Status Report
• Responding to a Requested Status Report
• Submit an un-requested status report
• To View Group Status Reports
• To View Miscellaneous Reports
• Status Reports Archive
• Sending Status Updates

9. The Projects Center

• Projects Overview
• Project Center
• Action Bar Features
• View Options
• Filter, Group, Search
• Check In My Projects
• Build Team
• Add Enterprise Global Resources to a Project
• Remove Enterprise Global Resources from the Project
• Replace a Resource with Another
• Match Enterprise Resources
• Finding Specific Resources in the Enterprise Global Resource Pool
• How to Change the Booking Type for a Resource
• Open a Master Project

10. Managing Resources

• Resources Overview
• Resource Center
• View Options
• Filter, Group, Search Options
• Action Bar Features
• Viewing Availability
• View Resource Assignments
• Format
• Gantt Chart
• Timesheet Format
• Assignments Display
• Add/Remove Resources
• Choosing a View
• Link Documents
• Save Link
• Save Link Navigator
• Link Risks
• Link Issues
• Adjust Actuals
• View Timesheet Summary
• Approve Timesheets

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