MMP-242 - Mastering Microsoft Project 2003-Resource Manager

Course MMP-242

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

Resource managers who will use Microsoft Project Server to allocate their personnel to project teams and monitor their performance on project-related tasks.

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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.

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Prerequisites

None.

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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

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

Enterprise Team Management

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

The Home Page

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

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

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

Windows SharePoint Services

• Windows SharePoint Services Architecture
• Communication Between Project Server and a Server running WSS
• Configuring Windows SharePoint Services Subsites

Controlling Documents

• Documents Overview
• Documents Page
• Document Library
• Uploading Project Documents
• Other Functions in the Library Page
• Public Documents
• Search Documents
• Review Questions
• Working with Docs Lab

Issue Management

• Issues Page Overview
• View Issues by Individual Project
• Submit New Issues
• Create a New Issue Fields
• Filtering Issues
• Edit an Issue
• Working with Issues Lab

Tracking Risk

• Risk Overview
• Identifying and Defining Risk
• Developing a Risk Strategy
• Documenting Risk in Microsoft Office Project Web Access
• Risk Alerts
• Risk Lab

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

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

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

Enterprise Analysis

• Enterprise Analysis Overview
• Accessing Portfolio Analyzer Views
• Refining a View
• Pivot Table
• Modifying a Portfolio Analyzer View
• Portfolio Analyzer Lab
• Portfolio Modeler Overview
• Creating Models
• Opening Models
• The Toolbox
• Comparing Models
• Analyzing Models
• Portfolio Modeler Lab
• Export to Excel

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