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Course Outline

Configuring Project Online

This is a 4 day, instructor-led course.

This course provides students with the knowledge to implement and support the Microsoft Project Online solution.

Upon successful completion of this course, delegates will have the skills necessary to:
•   Plan to Deploy Project Online
•   Configure Project Online
•   Configure Project Clients
•   Define Project Server Settings
•   Manage Project Server Security
•   Manage Time and Task Management Settings
•   Customise Project Workspaces
•   Administrate Project Server Tasks
•   Configure Project Server Business Intelligence

This course is intended for Administrators, Systems Engineers, PMO Managers, Project Managers, Consultants and other people responsible for the deployment and management of a Microsoft EPM Solution using Project Online.

Delegates should have a working knowledge of Microsoft 365, Microsoft Office Project Professional, Basic project management concepts.

Configuring Project Online

This is a 4 day, instructor-led course.

This course provides students with the knowledge to implement and support the Microsoft Project Online solution.

Upon successful completion of this course, delegates will have the skills necessary to:
•   Plan to Deploy Project Online
•   Configure Project Online
•   Configure Project Clients
•   Define Project Server Settings
•   Manage Project Server Security
•   Manage Time and Task Management Settings
•   Customise Project Workspaces
•   Administrate Project Server Tasks
•   Configure Project Server Business Intelligence

Delegates should have a working knowledge of Office365, Microsoft Office Project Professional, Basic project management concepts 

Course Contents

Module 1: Planning to Deploy Project Online 
This module provides the background knowledge to effectively plan a Project Online deployment.

Topics

What is Project Online? 
Identify Requirements 
Plan Custom Fields, Views and Reports 
Project Server vs SharePoint Server Security Models 
Understanding Resource Engagements and Requests

Module 2: Configuring Project Online

Topics

Configuring Project Online 
•   Provision Project Web Access Site 
•   Set Security Model

Module 3: Configuring Project Clients

Topics

Microsoft Office Project Professional 
•   Create Project Server profiles

Module 4: Defining Project Server Settings 
This module describes how to configure the enterprise data settings, time and task management and operational policies. Lessons presented in this module will cover how to create and configure enterprise custom fields, calendars, and time & task management. You will also configure additional server settings and operational policies.

Topics

Configuring Enterprise Data Settings 
•   Create Enterprise Custom Fields 
Resource Breakdown Structure (RBS) 
Department Field 
•   Configure Enterprise Global template 
•   Create Enterprise Calendars 
Configuring Operational Policies 
•   Configure Additional Server Settings 
•   Configure Active Directory Enterprise Resource Pool Synchronization

Module 5: Managing Project Security 
This module describes how to manage security using the Project Server model. Lessons presented in this module will detail how Project Server security works and how to create Project Server security users, groups and categories and configuring the various permissions.

Topics

Overview of Project Server Security vs SharePoint Security Model 
Project Server Security Flowchart 
•   Project Server Security Entities 
•   Security Permissions 
•   Creating Security Templates 
Creating Project Server Users 
•   Using PWA 
Creating Project Server Groups 
•   Using PWA 
•   Configuring Active Directory Synchronization for Groups 
Creating Project Server Categories 
•   Using PWA

Module 6: Managing Time and Task Management Settings 
This module describes how to configure and manage time and task management settings. Lessons presented in this module will detail how time and task reporting work in Project Server, what are financial and timesheet periods and how to configure them.

Topics

Configuring Time Reporting Periods 
•   Financial and Timesheet Periods 
Configure Timesheet Settings 
•   Configure timesheet line classifications 
•   Configure administrative time categories 
Configure Task Settings

Module 7: Customizing Project Workspaces 
This module describes how to configure and manage Project workspaces. Lessons presented in this module will detail how Project workspaces work, how to create a custom Project Workspace site template and adding and modifying web parts.

Topics

Working with Project Workspaces 
•   Overview of Project Workspaces 
•   Workspace permissions 
•   Add and modify Project Web Parts 
Creating and Publishing a Custom Project Workspace Site Template 
•   Create a Custom Project Workspace Site Template 
•   Publish a Custom Project Workspace Site Template

Module 8: Administrating Project Server Tasks

Topics

Importing Projects and Resources 
•   Importing Resources 
•   Importing Projects 
Creating and Modifying Views 
•   Overview of current views 
•   Modifying views 
•   Creating a Data Analysis view 
Working with Administration Tools

Module 9: Configuring Project Server Business Intelligence 
This module describes how to configure the various Business Intelligence platforms that can be used in Project Server. Lessons presented in this module will give an overview how Project Server Business Intelligence works. You will also learn how to configure Excel Services, Secure Store Service and create a BI dashboard page.

Topics

Overview of Project Server Reporting and Report Center 
•   Overview of Project Server Reporting and Report Center 
•   Overview of Excel Services 
•   Overview of PerformancePoint Services 
•   Overview of Visio Graphics Services 
•   Configure SQL Server for Project Server Reporting 
Configuring Excel Services 
•   Configure Excel Services Settings 
•   Enable Trusted Locations for Excel Services 
•   Manage Excel Services Custom Applications 
Configure Secure Store Service 
•   About Excel Services security 
•   Plan user authentication 
•   Plan communication among servers 
•   Plan external data authentication 
Creating a Dashboard Page 
•   Defining and Configuring Web Parts 
•   Working with Key Performance Indicators 
•   Defining Filters

Price per delegate

£1895

Scheduled Classes

Indicia Training, Glasgow:

Please complete the contact form below or call 0141 221 5676 for further course information and available dates.
Alternatively you can email us at info@indiciatraining.com

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