Verhoef Training, Inc.

P.O.Box 1515, West Caldwell, NJ 07006
Phone:(800)631-0410 Fax:(973)403-3468



Microsoft Project 2003: Enterprise Project Management (EPM)




SUMMARY:   Completing projects successfully requires good communication between all team members. A Microsoft Enterprise Project Management solution provides a framework for electronically creating and managing projects within an organization.
This course is designed for individuals who will use Microsoft Office Project Professional 2003 as a tool to assist them in managing projects. The topics in this course cover the critical skills necessary to create and modify a project plan that contains tasks, resources, baseline information and resource assignments.
After using your project management skills to create a complete project plan, this course will build upon that knowledge, and give you the opportunity to work with a project plan once it has entered the project implementation phase. You’ll be able to enter actual project work, create reports and make changes to the project plan.
In this course, you will use Microsoft Project Web Access 2003 to view and access project information located on the server, as well as to report progress on assigned project tasks.
Participants will learn how to collaborate with the Microsoft Project Server through Microsoft Project Professional and through Project Web Access. This will enable project team members to collaborate with their project managers through time sheets and other components built into Project Web Access.

AUDIENCE:   This course is designed for a person who has an understanding of project management concepts, who is responsible for creating and modifying project plans, and who needs to learn how to use Microsoft Project Professional, Server and Web Access to manage those project plans.

PREREQUISITES:   Students enrolling in this class should have an understanding of project management concepts.

DURATION:   2.5 Days

APPROACH:   Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Connectivity to Microsoft Project Server 2003 will enable the class participants to learn how to collaborate, publish and retrieve projects using the MS-Project Server. Participants can also gain experience using Project Web Access (PWA) to assign and delegate tasks, keep track of time sheets and other PWA functions.

OBJECTIVES:   You will create a project plan file containing tasks, organize these tasks in a work breakdown structure containing task relationships, create and assign resources, and finalize the project to implement the project plan. You will exchange project plan data with other applications, update project plans, create custom reports, and reuse project plan information. You will collaborate with your project team using Microsoft Project Server and Project Web Access.

You will use Project Web Access to connect to the Project Server in order to view, report progress on, and communicate information regarding task assignments. You will also manage to-do lists, create status reports, and access issues, risks, and documents. Finally, you will use both the Project and Resource Centers to view project status.

  • Create a project plan file and enter task information.
  • Create a work breakdown structure by organizing tasks and setting task relationships.
  • Assign project resources.
  • Finalize the project plan file.
  • Exchange project plan data with other applications.
  • Update a project plan.
  • Create custom reports.
  • Re-use existing project plan information.
  • Collaborate with the MS-Project Server.
  • Use Project Web Access.

COURSE CONTENT:  
  1. Lesson 1: Creating a Project Plan File
    • Create a Project Plan File
    • Create and Assign a Project Calendar
    • Add Tasks to the Project Plan File
    • Add a Project Summary Task
    • Add a Recurring Task
    • Enter Task Duration Estimates
  2. Lesson 2: Creating a Work Breakdown Structure
    • Outline Tasks
    • Link Dependent Tasks
    • Identify Deliverables in the Project Plan File
    • Constrain Tasks
    • Set a Task Deadline
  3. Lesson 3: Creating and Assigning Resources
    • Create Resources
    • Create a Resource Calendar
    • Assign Resources
    • Assign Additional Resources to a Task
    • Resolve Resource Conflicts
  4. Lesson 4: Finalizing the Project Plan
    • View the Critical Path
    • Shorten the Project Duration
    • Set a Baseline
    • Display Project Summary Information
  5. Lesson 5: Exchanging Project Plan Data with Other Applications
    • Import a Task List from an Excel File into a New Project Plan
    • Create a Custom Import Map
    • Export Project Plan Cost Data into Excel
    • Copy a Picture into a Word Document
    • Save Project Plan Information as a Web Page
  6. Lesson 6: Updating a Project Plan
    • Enter Task Progress Information
    • View Task Progress
    • Split a Task
    • Reschedule a Task
    • Filter Tasks in a Project Plan
    • Save an Interim Project Plan
    • Create a Custom Table
    • Add Custom Columns to a Table
    • Hyperlink Documents to Tasks
  7. Lesson 7: Creating Custom Reports
    • Create a Custom Report
    • Modify a Custom Report's Header and Footer
    • Add a Picture to a Report
    • Modify a Custom Report's Margins
    • Print a Custom Report
  8. Lesson 8: Re-using Project Plan Information
    • Create a Project Plan Template
    • Create a Custom Combination View
    • Make Custom Views Available to Other Project Plans
    • Share Resources
    • Create a Master Project Plan
  9. Lesson 9: Creating a New Enterprie Project on the Project Server
    • Establish Access to the Project Server
    • Create a New Enterprise Project
    • Save a New Project to the Project Server
    • Open an Existing Enterprise Project
  10. Lesson 10: Resourcing an Enterprise Project
    • Build a Team from the Enterprise Resource Pool
    • Substitute Enterprise Resources Automatically
    • Assign Local Resources to Tasks
  11. Lesson 11: Overview - The Collaborate Menu
    • Publish
    • Request Progress Information
    • Update Project Progress
    • Project Center
    • Resource Center
    • Portfolio Analyzer
    • Portfolio Modeler
    • Risks
    • Issues
    • Documents
    • Collaboration Options
    • Tools…Enterprise Options
  12. Lesson 12: Establishing the Project
    • Publish All Project Information to the Team
    • Save a Version for Reference
    • Change Managers for Assignments
    • Request Periodic Status Reports
  13. Lesson 13: Managing Project Updates
    • Update Task Progress in Project Web Access
    • Mark Task Updates Submitted by Enterprise Resources
    • Review Update History
    • Adjust Updates from Resources
    • Request Progress Information for Selected Tasks
  14. Lesson 14: Managing Project-related Information
    • Compile a Team Status Report
    • Manage Issues
    • Mitigate Risks
    • Upload a Document
    • AutoFilter Project-related Files
  15. Lesson 15: Analyzing Enterprise Project Information
    • Compare Versions of an Enterprise Project
    • View Projects in the Project Center
    • Use the Portfolio Analyzer
  16. Lesson 16: Using Project Web Access
    • Introduction and Overview
      Microsoft Project Product Family Overview
      Microsoft Project Server Architecture
      Supporting Technologies
      System Requirements
      Setup Enhancements
      Functions of Setup.exe
      Microsoft Project Desktop Client Setup User Interface
      Microsoft Project Server Setup User Interface
      Automatic Recovery (Rollback)
      Registry Settings
      Upgrade Considerations
      Enterprise Tools
      Installation from a URL
      Licensing Architecture
    • Server Overview
      Microsoft Project Server Overview
      Overview of Microsoft Project Server
      Accessing Microsoft Project Server
      Connecting to the Microsoft Project Server
      Logging on to the Microsoft Project Server
      Viewing Microsoft Project Server Pages in Microsoft Project
      The Microsoft Project Server Interface Overview
      Functionality Overview
      User Types and Microsoft Project Server
      User Types
      Roles and Functionality
    • The Home Page
      Home Page Overview
      Home Page Content Overview
      Other Home Page Links
      To Display the Project Web Access Page in Outlook
      To Display a Digital Dashboard page in Outlook
      Changing Passwords
      Set E-mail Notifications Overview
      To Go Offline
      To Go Back Online
    • The Tasks Page
      Tasks Overview
      Viewing and Updating Tasks
      Tasks & Fields in the Task Sheet
      Change Task Order
      Task Actions Menu Bar
      View Types in View my Tasks
      Updating Tasks
      Update Progress on Task Assignments
      Creating New Tasks
      Delegating Tasks
      Search for Task Information in a View
      Change Tasks Displayed
      Set View Options
      Print Task Information
      Work Offline
      Transfer Non Working Time
      Notify Work Day Changes
      Attach Notes to Task Assignments
      Reject an Existing Task Assignment
      Assign Yourself to an Existing Task
      Notify Your Manager of a Change in Availability
    • Status Reports
      Status Reports Overview
      User Groups and Status Reports
      Request a Status Report
      Submit a Status Report
      Responding to a Requested Status Report
      Submit an un-requested Status Report
      Viewing Status Reports
      Status Reports Archive
      Sending Status Updates
    • The Update Page
      Update Page Overview
      Viewing and Updating Task Changes
      Viewing Task Updates
      Update Action Menu Bar
      Customizing the Task Updates View
      Updating Task Changes into Project Plans
      Update Changes to Resource Calendars
      Set Rules to Automate Changes
      Task Change History
    • The Documents Page
      Documents Overview
      Creating a Subweb
      Viewing and Uploading Project Documents
      Documents Page
      Document Library
      Uploading Project Documents
      Other Functions of the Library Page
      Public Documents
      Search Documents
    • Managing Risks, Issues, and Documents
      Work with Risks
      Work with Issues
      Issues Overview
      Create an Issue
      View Issues by Individual Project
      Submit New Issues
      Filtering Issues
      Edit an Issue
      Work with Documents
      Filter Risks, Issues, and Documents
    • Using To-do Lists
      Create a To-do List
      Modify a To-do List Item
      Set To-do List Options
    • Viewing Project Status Within the Enterprise
      Work in the Project Center
      Work in the Resource Center

    AM/07

    © 2007 Verhoef Training, Inc.