Configuring and Administering
Microsoft Office Project Server 2007

PMPs Earn 14 PDUs

Open-enrollment Classes Available

Syllabus in PDF Format

Customer Testimonials

Awesome class! I recommend for everyone - and I strongly recommend - from personal experience - to go through MS Project Experts. There are other resellers and teachers out there, but these guys are the best!!
Regards, Sean Pritchard Robbins-Gioia

Course Overview

Project Server administrators taking this course learn how to properly configure and maintain Project Server 2007 using both Project Professional 2007 and the Project Web Access interface.

Target Audience

This course applies to both technical and non-technical Project Server administrators, and is tailored to the business application owner who serves as the organization’s primary or backup business application administrator. Although having an IT background knowledge base is helpful, it is not a requirement for students to be able to master the content in this course.

Pre-Requisites

Although not required, we strongly recommend that Project Server administrators take the Managing Enterprise Projects Using Microsoft Office Project Server 2007 course to learn how an organization actually uses Project Server 2007.

Learning Objectives

After completing this course, you will be able to:

• Describe the project communication life cycle used with Project Server
• Understand the administration interface in Project Web Access
• Create a Project Server login account in Project Professional 2007
• Configure custom enterprise fields, Lookup Tables, and calendars
• Add resources to the Enterprise Resource Pool
• Specify the initial configuration options for Project Server
• Configure time and task tracking settings
• Configure Project Server security using Groups and Categories
• Import enterprise templates and existing projects into Project Server
• Build the OLAP Cube and resource availability information
• Create custom views in both Project Web Access and Project Professional 2007
• Manage Windows SharePoint Services and Project Workspaces
• Modify Project Web Access pages and create a new Project Workspace site template
• Manage the Project Server database, including checking in and backing up projects, and cleaning up the database
• Create custom Reports using the Reporting Database

Topical Outline

Preparing to Configure Microsoft Project Server

• Understanding the Initial Configuration Process
• 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
• Using the Project Web Access Administration Interface
• Setting Up a Login Account in Project Professional 2007

Creating Custom Enterprise Fields and Calendars

• Using Custom Fields
• Why Enterprise Fields Are Important
• Understanding Enterprise Field Types
• Defining and Editing Lookup Tables
• Creating a Lookup Table
• Modifying an Existing Lookup Table
• Defining a Custom Field
• Making Fields Required
• Creating a Custom Field with a Lookup Table
• Creating a Custom Field with a Formula
• Displaying Graphical Indicators in Custom Fields
• Deleting a Custom Field or Lookup Table
• Modifying the Built-In Custom Fields
• Modifying the Cost Type Lookup Table
• Modifying the Health Lookup Table
• Modifying the RBS Lookup Table
• Creating the Team Name Lookup Table
• Planning for Matching Generic Resources
• Creating Enterprise Calendars
• Setting Company Holidays
• Setting the Daily Working Schedule
• Creating a New Base Calendar
• mporting a Base Calendar from a Project

Building and Managing the Enterprise Resource Pool

• Enterprise Resource Pool Overview
• Understanding Enterprise vs. Local Resources
• Understanding Enterprise Resource Types
• Creating Work Resources
• Entering General Information
• Changing Working Time
• Entering Cost Information
• Entering Resource Notes
• Using the Custom Fields Page
• Creating Non-Work Resources
• Creating Material Resources
• Creating Generic Resources
• Creating Cost Resources
• Creating Team Resources
• Editing Existing Resources in the Enterprise Resource Pool
• Creating an Ad Hoc Filter
• Using AutoFilter
• Checking Out Enterprise Resources for Editing
• Adding New Enterprise Resources Using Active Directory Synchronization
• Preparing to Import Enterprise Resources
• Importing Resources from Active Directory
• Importing Resources from Your Address Book
• Verifying a Windows Account for a Resource
• Preparing Custom Field Data
• Importing Enterprise Resources
• Deactivating an Enterprise Resource

Initial Project Server Configuration

• Configuring Project Server 2007
• Setting High-Level Enterprise Functionality
• Specifying Enterprise Settings Options
• Specifying Currency Settings Options
• Specifying Resource Capacity Settings
• Specifying the Resource Plan Work Day Option
• Specifying the Project State Field Option
• Configuring Alerts and Reminders
• Setting Options for the OLAP Cube
• Configuring the OLAP Cube
• Configuring Events and Queuing
• Adding Custom Event Handlers
• Configuring the Queue
• Configuring Database Backup
• Configuring Quick Launch Menus

Configuring Time and Task Tracking

• Understanding Tracking
• Defining Financial Periods
• Defining Timesheet Periods
• Configuring Timesheet Options
• Creating Duplicate Timesheet Lines
• Setting Timesheet Options
• Configuring Administrative Time
• Setting the Task Tracking Method
• Specifying the Tracking Method
• Locking Down Defaults
• Setting the Reporting Display
• Protecting User Updates
• Defining a Current Task
• Enabling the Gantt Chart View
• Tips for Using Tracking Methods
• Using Percent of Work Complete
• Using Actual Work Done and Work Remaining

Configuring Project Server Security

• Overview of Project Server Security
• Setting Organizational Permissions
• Understanding Global Permissions
• Controlling Permissions with Categories and Groups
• Managing Security through Categories
• Creating a New Category
• Deleting a Category
• Summary of Default Category Settings
• My Direct Reports
• My Organization
• My Personal Projects
• My Projects
• My Resources
• My Tasks
• Managing Permissions with Groups
• Creating a New Group
• Deleting a Group
• Using and Managing Security Templates
• Creating a New Security Template
• Deleting a Security Template
• Managing AD Synchronization for Groups
• Managing User Accounts
• Adding a User Account and Resource
• Adding a User Account Only
• Editing User Information
• Deactivating a User Account
• How Do I…?

Building the Project Environment

• Overview
• Using Enterprise Project Templates
• Creating an Enterprise Template
• Creating a New Project from an Enterprise Project Template
• Importing Projects and Templates
• Changing the Project Owner and Manager
• Building the OLAP Cube

Creating and Managing Views

• Overview of Creating Views
• Creating Gantt Chart Formats
• Creating Grouping Formats
• Managing Project Web Access Views
• Deleting Views
• Copying and Modifying Views
• Creating Custom Views in Project Web Access
• Creating a Custom Project View
• Creating a Custom Project Center View
• Creating a Custom Resource Assignment View
• Creating a Custom Resource Center View
• Creating a Custom My Work View
• Creating a Custom Resource Plan View
• Creating a Custom Team Tasks View
• Creating a Custom Team Builder View
• Creating a Custom Timesheet View
• Creating a Custom Data Analysis View
• Using the Data Analysis Toolbars
• Tips for Creating Data Analysis Views
• Managing Enterprise Views in Project Professional 2007
• Using the 4-Step Method to Create a New View
• Select or Create a Table
• Select or Create a Filter
• Select or Create a Group
• Create the New Custom View
• Creating an Enterprise Cost View
• Select or Create a Table
• Select or Create a Filter
• Select or Create a Group
• Create the New View
• Creating an Enterprise Resource Sheet View
• Managing Views in the Enterprise Global

Managing Windows SharePoint Services and Project Workspaces

• Overview: Managing Windows SharePoint Services
• What is Windows SharePoint Services?
• Managing WSS Connections
• Managing WSS Site Provisioning Settings
• Managing WSS Sites
• Using Site Administration for a WSS Site
• Using the Administration Options
• Using the Customization Options
• Using the Manage My Information Options
• Synchronizing Web Administrator Accounts
• Connecting to a SharePoint Portal Server
• Using WSS Central Administration
• Getting More Information about WSS
• Modifying Project Web Access Pages
• Adding and Removing WebParts

Creating a Custom Project Workspace Template

• Creating a Column
• Managing Project Workspace Views
• Creating a Standard View
• Creating a Calendar View
• Creating an Access View
• Creating a Datasheet View
• Creating a Gantt View
• Modifying Existing Views
• Modifying List Settings
• Specifying Title, Description, and Navigation Settings
• Specifying Versioning Settings
• Specifying Advanced Settings
• Setting Content Types
• Deleting a List Type
• Saving a List as a Template
• Specifying Workflow Settings
• Specifying RSS Settings
• Specifying Columns Settings
• Specifying Views Settings
• Managing the Project Workspace
• Creating New Site Content
• Editing a Project Workspace Page
• Modifying the Site Settings
• Saving and Applying the Custom Project Workspace Template

Managing the Project Server Database

• Checking in Enterprise Projects and Resources
• Checking In Enterprise Projects and Resources in the SQL Server Database
• Cleaning Up the Project Server Database
• Deleting Projects
• Deleting Resources
• Deleting Task Assignments
• Deleting Resource Task Updates
• Deleting Status Report Responses
• Backing Up and Restoring Single Projects
• Managing the Queue
• Monitoring Project Server Licenses
• Monitoring Your Project Server