Effectively Using Microsoft Project Server

Live Classroom
Duration: 3 days
Live Virtual Classroom
Duration: 3 days
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This three day Microsoft Project Server training class comprises of hands-on labs to help participants get a thorough understanding of the concepts discussed during the training. The course enables empowers participants with the skills to successfully manage their project portfolio and individual projects. The course discusses best practices for implementing Microsoft Project Server project management sites in SharePoint, and practical ideas for implementing the solutions within an organization.

What You'll Learn

  • Provide stakeholders with a single point of access to information
  • Lower costs and improve operational efficiency
  • Jumpstart the efforts to create a Project Management Information System (PMIS)
  • Leave the course with everything needed to manage an enterprise portfolio
  • Hands-on learning by doing and building actual solutions during class
  • Increase project success immediately with learned skills
  • Effectively manage both Agile and Waterfall projects
  • Taught by project management and SharePoint experts
  • Real-world scenarios and examples of how to use Project Server in an organization
  • Get a handle on resource management in the organization


  • What is a PMIS?
  • Attributes of a good PMIS
  • Why use Project Server?
  • Mobile access

  • Project Server Components
  • Architecture
  • What’s New
  • Licensing Options
  • Hosting Options
  • Project Server and MS Project Compatibility

  • Understanding the SharePoint Hierarchy
  • SharePoint Sites
  • SharePoint Lists
  • SharePoint Libraries
  • Web Parts
  • Pages
  • SharePoint Security
  • Document Sets

  • Architecture and Setup
  • PWA Layout
  • Modules within PWA
  • PWA Security

  • Creating Projects
  • Using Microsoft Project on Desktop
  • Publishing
  • Creating and Edit Tasks and Schedule
  • Timelines

  • Using the Resource Center
  • Creating Resources
  • Editing Resources
  • Assigning Resources to Projects and Tasks
  • Viewing Resource Assignments
  • Viewing Resource Availability

  • Using Timesheets
  • Using Task Progress
  • Using Single Entry Mode
  • Administrative Options and Configuration

  • Issues
  • Risks
  • Deliverables
  • Reporting

  • Managing and Customizing Views
  • Setting up Alerts and Reminders
  • Job Queue

  • Enterprise Project Types
  • Custom Fields
  • Project Detail Pages
  • SharePoint Site Templates
  • Microsoft Project Plan Templates
  • Enterprise Project Workflows

  • Pages
  • WebParts
  • Creating templates

  • Requesting status reports
  • Submitting status reports
  • Reporting on status reports

  • Overview
  • Using the Datawarehouse cubes
  • Using Excel Services
  • Using Excel Data Connections
  • Building Adhoc Reports
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Who should attend

The course is highly recommended for –

  • Project managers
  • Project directors/PMO directors
  • Data analyst
  • Product managers
  • Operations managers
  • Other project team members


There are no prerequisites for this course.

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