Microsoft
Office Project Server 2007, Managing Projects
Course 5928: Three Days;
Instructor-Led
Introduction
This three-day instructor-led course provides
students with the knowledge and skills to initiate, plan, execute,
monitor and control, and close enterprise projects by using the
Microsoft Office Project Server 2007 enterprise tool.
This is the second course in the Microsoft Office
Project 2007 Official Curriculum series and covers the Microsoft
Enterprise Project Management (EPM) Solution.
Audience
This course is intended for experienced project
managers and schedulers. These individuals are capable of managing
projects in the Microsoft Office Project 2007 EPM environment,
including project and non-project efforts, risks, issues, documents,
task progress, and timesheets. These individuals should be familiar
with key project management concepts and terminology found in
Project Management Institute (PMI), A Guide to the Project
Management Body of Knowledge (PMBOK Guide) – Third Edition, and
advanced knowledge and use of Microsoft Office Project 2007.
At Course Completion
After completing this course, students will be
able to:
| • |
Get started with Office Project Server
2007.
|
| • |
Initiate projects
|
| • |
Understand the project planning
processes.
|
| • |
Plan projects through scope and schedule
management.
|
| • |
Plan projects through staffing management
plans.
|
| • |
Plan resource assignments for projects.
|
| • |
Plan projects through cost, risk, and
other planning documents.
|
| • |
Execute projects through processes,
resources, and deliverables.
|
| • |
Execute projects by managing timesheets
and personal settings.
|
| • |
Monitor and control projects by tracking
task and project progress.
|
| • |
Monitor and control projects through
measuring project performance and reporting progress.
|
| • |
Close projects.
|
Prerequisites
Before attending this course, students must have:
| • |
Experience using Microsoft Office Project
to create project schedules.
|
| • |
Fundamental knowledge of project
management.
|
| • |
Experience with the Microsoft Windows XP
or Windows Vista operating system.
|
| • |
Experience with Microsoft Office Excel
2003.
|
| • |
Familiarity with the key project
management concepts and terminology found in the PMI PMBOK
Guide –Third Edition.
|
In addition, it is recommended, but not required,
that students have completed:
| • |
Course 5927: Microsoft Office Project
2007, Managing Project
|
Course Outline
Module 1: Getting Started with Office Project
Server 2007
This module provides insight into the new
features and benefits of Microsoft Office Project Server 2007 that
are designed to meet enterprise project management (EPM)
requirements. Additionally, it explains how to differentiate user
interactions and interfaces in Microsoft Project Web Access and how
to work with Office Project Server 2007 from Microsoft Office
Project Professional 2007.
Lessons
| • |
Describing the Enterprise Project
Management Context
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| • |
Discovering Office Project Server 2007
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| • |
Differentiating the Users of Office
Project Server 2007
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| • |
Working with Office Project Professional
2007 and Office Project Server 2007
|
Lab: Creating and Saving a New Project in Office
Project Server 2007
| • |
Connecting to Office Project Server 2007
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| • |
Creating a New Project in Office Project
Server 2007
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| • |
Saving a New Project in Office Project
Server 2007
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After completing this module, students will be
able to:
| • |
Describe the enterprise project
management context.
|
| • |
Describe Office Project Server 2007.
|
| • |
Identify the users of Office Project
Server 2007.
|
| • |
Work with Office Project Professional
2007 within Office Project Server 2007.
|
Module 2: Initiating Projects
Effectively managing the initiating processes
includes setting up a central location to store potential and
approved projects. In this module, students will become familiar
with the project management initiating processes. They will initiate
projects in Office Project Professional 2007 and Office Project Web
Access through Office Project Server 2007. Finally, this module will
illustrate how they can use Office Project Web Access to centrally
store and manage project documents.
Lessons
| • |
Understanding Initiating Processes
|
| • |
Differentiating the Initiating Processes
in Project Professional 2007 and Project Web Access
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| • |
Managing Initiating Processes by Using
Project Web Access
|
| • |
Managing Documents in Office Project Web
Access
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Lab: Initiating Projects and Working with
Document Files
| • |
Creating an Activity Plan
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| • |
Building a Resource Plan
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| • |
Creating a Project Workspace
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| • |
Managing Documents
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After completing this module, students will be
able to:
| • |
Describe the project management
initiation processes.
|
| • |
Differentiate the initiating processes
between Office Project Professional 2007 and Office Project
Web Access.
|
| • |
Create and manage proposals, activity
plans, and resource plans.
|
| • |
Manage documents in Project Web Access
2007
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Module 3: Planning Projects—Context and Framework
This module describes the project management plan
and then explains how students can effectively use Office Project
Web Access and Office Project Professional 2007 to connect to Office
Project Server 2007 in their planning processes.
Lessons
| • |
Understanding the Project Management Plan
|
| • |
Differentiating the Office Project Server
2007 Client Software
|
NO LAB
After completing this module, students will be
able to:
| • |
Describe the project management plan.
|
| • |
Compare the uses of Office Project Web
Access and Office Project 2007 in the planning processes.
|
Module 4: Planning Projects—Scope and Schedule
Management
This module explains the scope management plan
and the schedule management plan and describes how students can
implement these two plans with Office Project Server 2007.
Lessons
| • |
Developing Components of the Scope
Management and Schedule Management Plans
|
| • |
Working with Deliverables
|
Lab: Working with Tasks, Milestones, and
Deliverables
| • |
Entering WBS, Tasks, and Milestones
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| • |
Creating the Project Schedule
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| • |
Creating Project Deliverables
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Managing Dependencies on Deliverables
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After completing this module, students will be
able to:
| • |
Establish the scope management and
schedule management plans.
|
| • |
Work with deliverables.
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Module 5: Planning Projects—Staffing Management
Plan
This module describes the concept of a staffing
management plan and how students can implement that plan by using
Office Project Server 2007 for different types of organizational
structures. This module also identifies the other types of resources
available for project teams along with how to manage an
organization’s overall resource capacity in Office Project Server
2007.
Lessons
| • |
Building a Project Team
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| • |
Managing Resource Availability
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Lab: Managing Enterprise Resources
| • |
Building the Project Team
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After completing this module, students will be
able to:
| • |
Build a project team
|
| • |
Manage resource availability.
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Module 6: Planning Projects—Resource Assignments
This module explains the new concepts and
processes involved in the assignment cycle and shows how to resolve
enterprise resource overallocations.
Lessons
| • |
Understanding the Assignment Cycle
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| • |
Resolving Resource Overallocation
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Lab: Working with Assignments
| • |
Assigning Resources
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| • |
Self-Assigning to a Team Task
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| • |
Reassigning Assignments
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| • |
Leveling Overallocation with Enterprise
Resources
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After completing this module, students will be
able to:
| • |
Describe the assignment cycle
|
| • |
Resolve resource overallocation.
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Module 7: Planning Projects—Cost, Risk, and Other
Management Plans
This module begins by describing the concept and
implementation of a cost management plan in Office Project Server
2007. Students will learn about the risk management plan and how
Office Project Server 2007 supports their need to deal with project
risk factors. Additionally, other types of management plans are
explained in the context of how they are supported by Office Project
Server 2007.
Lessons
| • |
Developing Components of the Cost
Management Plan
|
| • |
Developing Components of the Risk
Management Plan
|
| • |
Linking Planning Documents and Using the
Team Discussion Feature
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Lab: Planning Projects—Cost, Risks, Issues, and
Other Planning Documents
| • |
Entering Costs for Resources
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| • |
Customizing Risk Items
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Customizing Issue Items
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Uploading Project Documents to the
Project Workspace
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After completing this module, students will be
able to:
| • |
Develop components of the cost management
plan.
|
| • |
Develop components of the risk management
plan.
|
| • |
Link planning documents and use the Team
Discussion feature.
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Module 8: Executing Projects—Processes,
Resources, and Deliverables
In this module, students will learn how Office
Project Server 2007 facilitates and expedites the execution of the
project management plan through resource assignment, team building,
and project deliverable management.
Lessons
| • |
Understanding Executing Processes
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| • |
Managing Resources and Deliverables
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Lab: Modifying the Project Team and Managing
Deliverables
| • |
Modifying the Project Team and Managing
Deliverables
|
| • |
Managing Deliverables
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After completing this module, students will be
able to:
| • |
Describe the executing processes.
|
| • |
Manage the executing processes by working
with various resources
|
Module 9: Executing Projects—Managing Timesheets
and Personal Settings
In this module, students will work with
timesheets in the team member, resource manager, and project manager
roles. They will learn how administrative time is captured. Finally,
they will configure Office Project Web Access to provide personal
alerts and reminders to help them keep track of project activities.
Lessons
| • |
Working with Timesheets
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| • |
Reporting Administrative Time
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| • |
Configuring Personal Settings
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Lab: Using Timesheets and Reporting
Administrative Time
| • |
Using Timesheets
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| • |
Reporting Non-Project Work
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After completing this module, students will be
able to:
| • |
Work with timesheets.
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| • |
Report administrative time.
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| • |
Configure personal settings.
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Module 10: Monitoring and Controlling
Projects—Tracking Task and Project Progress
In this module students will track task progress
and updates in Office Project 2007 and Office Project Web Access
2007. They will also use the Office Outlook 2007 integration as an
alternative method to track task progress and submit updates.
Lessons
| • |
Understanding the Monitoring and
Controlling Processes
|
| • |
Working with Task Progress and Updates in
Project Web Access
|
| • |
Working with Task Progress by Using
Office Project 2007
|
| • |
Tracking and Viewing Task Information by
Using Outlook 2007
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Lab: Tracking Task Progress
| • |
Tracking Task Progress by Using Office
Project 2007
|
| • |
Tracking Task Progress by Using Office
Project Web Access
|
After completing this module, students will be
able to:
| • |
Describe the monitoring and controlling
processes.
|
| • |
Work with task progress and updates by
using Office Project Web Access.
|
| • |
Work with task progress and updates by
using Office Project 2007.
|
| • |
Track and view task information by using
Office Outlook 2007.
|
Module 11: Monitoring and Controlling
Projects—Measuring Performance and Reporting Progress
Office Project Web Access provides features that
help the project manager make informed decisions. In this module
students will learn about status reports and their functions, and
they will review performance metrics and progress reports.
Lessons
| • |
Understanding Status Reports
|
| • |
Reviewing Performance Metrics and
Progress Reports
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Lab: Preparing Status Reports and Analyzing
Progress Reports
| • |
Preparing a Status Report
|
| • |
Analyzing Project Progress in Project
Center Views
|
| • |
Analyzing Project Progress in Project
Report Center
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After completing this module, students will be
able to:
| • |
Describe status reports and their
function.
|
| • |
Review performance metrics and progress
reports.
|
Module 12: Closing Projects
Office Project Server 2007 can also help with the
management of closing activities and the storage and disposal of
project information. In this module, students will learn about the
Closing process and the support provided for it by Office Project
Server 2007.
Lessons
| • |
Understanding the Closing Process
|
| • |
Supporting The Closing Process
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Lab: Creating and Saving an Enterprise Template
| • |
Creating and Saving an Enterprise
Template
|
After completing this module, students will be
able to:
| • |
Describe the closing process.
|
| • |
Support the closing process with Office
Project 2007.
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