Project Server 2007 for Project Configuration Administrators

Duration: 3 days

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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 Project Server database
Create custom Reports using the Reporting Database

Outline

Module 01: Preparing to Configure 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

Module 02: 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
Importing a Base Calendar from a Project

Module 03: 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

Module 04: 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

Module 05: 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 AD Syllabus: Page 5 of 8
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

Module 06: 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…?

Module 07: 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

Module 08: 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

Module 09: 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

Module 10: 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

Module 11: 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

Module 12: Working with the Reporting Database

Understanding the Reporting Database
Connecting to the Reporting Database
Creating Custom Reports from the Reporting Database

Course Schedule


Classes with checkboxes in this column are Guaranteed To Run	Enroll	Begin Date	Time	Course Part	Location	Payment Options

		Private Class -	Contact Us	Custom	Your Location - Phone Us 415-693-0250 - Email	This class is eligible for Microsoft Software Assurance vouchers. This class is eligible for Citrix vouchers.