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Managing Projects from Foundation to Enterprise using Microsoft Project Server 2007
PMPs Earn 21 PDUs
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Syllabus in PDF Format
This accelerated four-day course covers Microsoft Office Project 2007 basics, as well as how to use Microsoft Office Project 2007 with Microsoft Office Project Server 2007 to manage enterprise projects. Normally a four-day learning track, our condensed course teaches you how to use Microsoft Project Professional and Microsoft Project Server through each stage of the project management life cycle.
Target Audience
This course is a must for anyone who serves as a project manager or a portfolio manager in an enterprise project management environment.
Pre-Requisites
Although not required, it is helpful for students to have hands-on project management experience and knowledge of project management principles.
Learning Objectives
After completing this course, you will be able to:
- Describe the stages of
the project management
process
- Understand the Microsoft
Project user interface
- Understand the Microsoft
Project Data Model as it
relates to Views, Tables,
Filters, and Groups
- Describe the project
communication life cycle
used with Project Server
- Understand and use the
Project Web Access user
interface
- Create Proposals,
Activities, and Resource
Plans
- Define and save a new
enterprise project, open an
enterprise project, and work
with offline projects
- Perform basic task
planning and understand how
to properly use task
dependencies and task
constraints
- Add resources to a
project team, assign
resources to tasks, and
level overallocated
resources
- Analyze the Critical
Path and Task Drivers
- Save a baseline and
publish a project
- Manage project
Deliverables and Deliverable
dependencies
- Track time and task
progress
- Use Outlook to track
task progress
- Approve and update time,
task progress, and
administrative time requests
- Analyze project variance,
revise a plan, and manage
project changes
- Report on project
progress using Visual
Reports
- Manage personal settings
- Work with Risks, Issues,
Documents, and Tasks in a
Project Workspace
- Create and manage Status
Reports
- Analyze resource
availability and view
resource assignments in the
Resource Center
- View the Project
Portfolio in the Project
Center
- Perform portfolio
analysis using the Portfolio
Analyzer
Topical Outline
Module 1: Project Management Overview
- Project Management
Theory
- The Project Management
Process
- Definition
- Planning
- Execution
- Control
- Closure
Microsoft Office Project 2007 Overview
- Introducing the
Global.mpt File
- Using the Project Guide
- Understanding the
Planning Wizard
- Navigating in Microsoft
Office Project 2007
- Tips for Using the
Scroll Bars
- Using the Zoom In and
Zoom Out buttons
- Using the Scroll to Task
button
- Using Screen Tips and
Tool Tips
- Understanding Gantt
Chart Symbols
- Reading a Gantt Chart
- Understanding
Gantt-Optimized Scheduling
Benefits
- Creating a Three-Tiered
Timescale Bar
Inside Microsoft Office Project 2007
- Understanding the
Microsoft Project Data Model
- Understanding Views
- Using Single-Pane and
Combination Views
- Understanding Tables
- Understanding Filters
- Understanding Groups
Introducing Microsoft Project Server
- What Is Microsoft Office
Project Server?
- Understanding Project
Management Theory
- Understanding Enterprise
Project Management
Terminology
- Understanding Project
Server Terminology
- Enterprise Project
- Enterprise Resource
- Check In and Check Out
- Using Enterprise
Resource Management Tools
- Understanding the
Communications Life Cycle
- Additional Collaboration
and Management Tools
- Understanding Windows
SharePoint Services
- Understanding Project
Server Databases
- Understanding Portfolio
Analysis
- Understanding Enterprise
Global Concepts
- Opening the Enterprise
Resource Pool
- Understanding Custom
Fields
- Understanding the
Default Method of Tracking
Progress
- Defining a Current Task
Preparing to Use Project Server
- Using the Project Web
Access User Interface
- Using the Quick Launch
Menu
- Using Context-Sensitive
Menus
- Using the Action Bar
- Manipulating the Data
Grid
- Printing the Data Grid
- Exporting the Data Grid
to Excel
- Setting Up a Login
Account in Project
Professional 2007
Working with Proposals and Activities
- Understanding Proposals
and Activities
- Creating a Proposal
- Creating a Proposal from
a SharePoint List
- Editing an Existing
Proposal
- Creating an Activity
plan
- Creating an Activity
plan from a SharePoint List
- Creating a Resource Plan
- Building a Team on a
Resource Plan
- Reserving Resource
Availability in a Resource
Plan
- Building a Team on a
Proposal or Activity plan
- Importing Resources from
a Resource Plan
- Manually Adding
Resources to the Team
- Assigning Resources to
Tasks
- Publishing a Proposal or
Activity plan
- Linking Documents to a
Proposal or Activity plan
Creating Enterprise Projects
- Converting a Proposal to
an Enterprise Project
- Creating an Enterprise
Project Using Project
Professional 2007
- Defining an Enterprise
Project
- Set the Project Start
Date and Enterprise Field
Values
- Enter the Project
Properties
- Display the Project
Summary Task
- Set the Project Working
Schedule
- Set Options Unique to
the Project
- Save the Project
- Understanding the Local
Cache
- Adjusting Local Cache
Settings
- Viewing Local Cache
Contents
- Cleaning Up the Local
Cache
- Opening and Closing
Projects
- Working with Offline
Projects
- Importing Projects
Task Planning
- Using a Task Planning
Process
- Understanding Change
Highlighting
- Planning Project Tasks
- Entering and Editing
Tasks
- Moving Tasks
- Inserting Tasks
- Deleting Tasks
- Creating the Work
Breakdown Structure (WBS)
- Creating Milestones
- Adding Task Notes and
Cell Background Formatting
- Using Task Dependencies
- Understanding Task
Dependencies
- Setting Task
Dependencies
- Removing a Task
Dependency
- Using Lag Time with
Dependencies
- Using Lead Time with
Dependencies
- Setting Task Constraints
and Deadline Dates
- Setting Constraints
- Adding Notes on Tasks
with Constraints
- Setting Deadline Dates
- Assigning Task Calendars
- Estimating Task
Durations
Resource and Assignment Planning
- Understanding Enterprise
Resources
- Building a Project Team
- Filtering Resources in
the Build Team Dialog
- Grouping Resources in
the Build Team Dialog
- Viewing Resource
Information in the Build
Team Dialog
- Adding Resources to Your
Project Team
- Matching and Replacing
Resources in the Build Team
Dialog
- Using Proposed vs.
Committed Booking
- Using Local Resources in
a Project Team
- Assigning Resources
Using the Task Entry View
- Understanding the
Duration Equation
- Understanding Task Types
- Understanding Effort
Driven Scheduling
- Assigning Resources
Using the Assign Resources
Dialog
- Assigning Cost Resources
- Assigning a Budget Cost
Resource
- Assigning an Expense
Cost Resource
- Using the Resource
Substitution Wizard
- Preparing a Project for
the Resource Substitution
Wizard
- Running the Resource
Substitution Wizard
- Leveling Overallocated
Resources
- Using a Leveling
Methodology
- Leveling an
Overallocated Resource
- Viewing Leveling Results
- Clearing Leveling
Results
- Setting Task Priority
Numbers
Project Execution
- Analyzing the Critical
Path
- Understanding Task
Drivers
- Working with Project
Baselines
- Saving a Project
Baseline
- Saving Over a Previous
Baseline
- Clearing the Project
Baseline
- Understanding Publishing
- Setting Publishing
Options
- Publishing an Enterprise
Project
- Changing the Status
Manager for Task Assignments
- Managing Project
Deliverables
- Adding a New Deliverable
in Project Professional 2007
- Adding a New Deliverable
in Project Web Access
- Updating Deliverables in
Project Professional 2007
- Adding a New Deliverable
Dependency
Tracking Time and Task Progress
- Tracking Time in Project
Web Access
- Creating a New Timesheet
- Understanding the
Timesheet
- Entering Time in the
Timesheet
- Editing an Existing
Timesheet
- Submitting a Timesheet
for Approval
- Recalling a Submitted
Timesheet
- Deleting a Timesheet
- Responding to a Rejected
Timesheet
- Planning Administrative
Time
- Creating a Timesheet for
Someone Else
- Tracking Task Progress
in Project Web Access
- Understanding the My
Tasks Page
- Understanding the
Assignment Details Page
- Reporting Progress from
the My Tasks Page
- Reporting Progress from
the Assignment Details Page
- Importing Progress from
the My Timesheet Page
- Using Other Task
Activities
- Reassigning Work to
Another Resource
- Self-Assigning Team
Tasks
- Creating a New Task
- Deleting Tasks
- Creating a New Personal
Activity Plan
- Using the Task Center
Working with Outlook
- Installing the Outlook
Add-In
- Setting Options for the
Outlook Add-in
- Managing Project Tasks
in Outlook
Approving Time and Task Progress
- Viewing Unsubmitted
Timesheets
- Viewing and Adjusting
Submitted Timesheets
- Adjusting Timesheet
Updates
- Approving Timesheets
- Approving High-Level
Timesheet Information
- Approving Detailed
Timesheet Information
- Recalling an Approved
Timesheet
- Approving Administrative
Time Requests
- Viewing Task Updates
- Approving Task Updates
- Approving Task Updates
from within Project
Professional 2007
- Rescheduling Uncompleted
Work in Past Reporting
Periods
- Publishing the Latest
Schedule Changes
- Viewing the Task Updates
History
- Setting Rules for
Accepting Task Updates
- Updating Cost Resource
Information
- Closing Tasks to Update
- Axioms for Success with
Tracking Progress
Variance Analysis and Plan Revision
- Understanding Variance
- Understanding Variance
Types
- Analyzing Project
Variance
- Analyzing Date Variance
- Analyzing Work Variance
- Analyzing Cost Variance
- Revising a Project Plan
- Potential Problems with
Revising a Plan
- Using a Change Control
Process
- Inserting New Tasks in a
Project
- Rebaselining Your
Project
- Backing Up an Original
Baseline
- Rebaselining Only
Unstarted Tasks
Project Reporting
- Reporting in Microsoft
Office Project 2007
- Printing Views
- Using Page Setup
- Creating a Header or
Footer
- Using the Print Dialog
- Printing Reports
- Understanding Report and
View Interaction
- Understanding Report
Definition
- Creating Custom Reports
- Creating Custom Monthly
Calendar Reports
- Creating Custom Crosstab
Reports
- Using Visual Reports
- Viewing a Visual Report
- Customizing a Microsoft
Office Excel 2007 Visual
Report
- Customizing a Microsoft
Office Visio 2007 Visual
Report
- Saving Local OLAP Cube
Data
- Creating Visual Report
Templates
- Editing Visual Report
Templates
- Managing Your Visual
Report Templates
Managing Personal Settings
- Overview of Personal
Settings
- Changing Your Password
- Setting Alerts and
Reminders for Yourself
- Setting Reminders for
your Resources
- Managing My Queued Jobs
Working with the Project Workspace
- Understanding the
Project Workspace
- Managing Risks
- Viewing Risks
- Creating and Editing
Risks
- Linking Risks to Tasks,
Issues, Documents, and Other
Risks
- Managing Issues
- Viewing Issues
- Creating and Editing
Issues
- Attaching Issues to
Other Issues, Tasks, Risks,
and Documents
- Working with Document
Libraries
- Viewing Document
Libraries
- Creating a New Document
Library
- Using a Document Library
- Uploading Documents to a
Library
- Creating a New Folder in
a Library
- Working with Existing
Documents in a Library
- Viewing Document
Properties
- Editing Document
Properties
- Checking Out/Checking In
a Document
- Editing a Document
- Deleting a Document
- Working with the
Versions History
- Sending a Document to
Another Location
- Managing Tasks
- Creating and Editing a
Personal Task
- Using Other Workspace
Content
- Using Calendars
- Using Team Discussions
Advanced Features of Windows SharePoint Services
- Overview of Advanced
Features
- Editing in a Datasheet
- Adding a New Row
- Using the Task Pane
- Exporting to Access and
Excel
- Displaying Totals
- Refreshing Datasheet
Data
- Exporting to a
Spreadsheet
- Opening with Access
- Creating a Visio Diagram
- Viewing an RSS Feed
- Setting Alerts
- Adding a Column
- Creating Custom Views
- Modifying List Settings
- Modifying General
Settings for Risks and
Issues
- Modifying General
Settings for Documents
- Modifying Columns
Settings
- Creating New Site
Content
- Editing the Site Page
Layout
- Manage the Site Settings
Working with Status Reports
- Requesting a Status
Report
- Requesting a Status
Report
- Creating a New Status
Report Request
- Editing and Deleting
Status Reports
- Responding to a Status
Report Request
- Submitting an
Unrequested Status Report
- Viewing the Status
Reports Archive
- Viewing Status Report
Responses
- Viewing Unrequested
Status Reports
Working in the Resource Center
- Using the Resource
Center
- Applying Resource Center
Views
- Selecting and
Deselecting Resources
- Viewing Resource
Availability
- Editing Resource Details
- Bulk Editing Resource
Details
- Opening a Resource for
Editing
- Viewing Resource
Assignments
Working in the Project Center
- Using the Project Center
- Using Project Center
Views
- Opening a Project from
the Project Center
- Accessing the Project
Workspace from the Project
Center
- Editing Project Details
- Closing a Project to
Updates
- Checking In a Project
- Working with Detailed
Project Views
- Building a Project Team
- Creating a Resource Plan
Working with Project Server Analysis
- Understanding the Need
for Project Analysis
- Using Portfolio Analyzer
Views
- Customizing a Portfolio
Analyzer View
- Using the Portfolio
Analyzer Toolbars
- Tips for Using the
Portfolio Analyze
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