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Course Outline

Getting Started with Project Online

We offer three distinct services to get you started with Project Online. As a combination of consultancy and training, the duration can vary depending on individual requirements, however the default breakdown is as follows:.
1.  Getting Started Consultancy (1 Day)
2.  Design Consultancy (1 + 1.5 Days)
3.  Training (3 Days)

Upon completion of this course, delegates will have the skills necessary for: 
•   Planning to Deploy Project Online
•   Configuring Project Online
•   Configuring Project Clients
•   Defining Project Server Settings
•   Managing Project Server Security
•   Managing Time and Task Management Settings
•   Customizing Project Workspaces
•   Administrating Project Server Tasks
•   Configuring Project Online Portfolio Dashboard and Power BI Templates

Getting Started Consultancy

This consultancy service incorporates both consultancy and training and is designed to get you started with designing, implementing and administering Project Online.  The service is comprised of

1.  Consultant onsite day to demonstrate functionality of Project Online and derive customer requirements to allow for the following outputs:
•   Give advice on configuration options within Project Online focusing on security, timesheet and resource pool settings
•   Show how to set the available options within Project Online focusing on security, timesheet and resource pool settings
•   Give advice on configuration of resource teams and generic resources
•   Advise on custom fields needed for reporting purposes
•   Advise on required views within Project and Project Online

2.  Develop a report to document the advice given. This will be sent on after the onsite day and will include:
•   Configuration decisions reached during the on-site consultancy
•   Custom fields designed during the on-site consultancy
•   Views designed during the on-site consultancy
•   Recommendations for additional custom fields or configuration upon reviewing decisions reached during the on-site consultancy
•   How-to guides/links for clients own administrators
•   Training recommendations for administrators and users (if appropriate)

The consultant will not implement the changes directly, as they will not have direct access to the clients tenant. Instead they will use a demo environment to advise, and give the best options available. This will be based on information provided by the client in terms of their objectives for Project Online and business processes around Project Management.

Design Consultancy 

Following on from the ‘Getting Started Consultancy’.  The consultant will put together a fully documented design for Project Online.  The output will be a system design against which a development quote can be put together.

The training section introduces the client to Microsoft Project Online.  It is targeted at organisations who have not previously had an Enterprise Project Management System.  In the course you will review the features and options with Project Online.  The course is a first step for those who will be the administrators and/or power users within the organisation.

Getting Started with Project Online

We offer three distinct services to get you started with Project Online. As a combination of consultancy and training, the duration can vary depending on individual requirements, however the default breakdown is as follows:.
1.  Getting Started Consultancy (1 Day)
2.  Design Consultancy (1 + 1.5 Days)
3.  Training (3 Days)

Upon completion of this course, delegates will have the skills necessary for: 
•   Planning to Deploy Project Online
•   Configuring Project Online
•   Configuring Project Clients
•   Defining Project Server Settings
•   Managing Project Server Security
•   Managing Time and Task Management Settings
•   Customizing Project Workspaces
•   Administrating Project Server Tasks
•   Configuring Project Online Portfolio Dashboard and Power BI Templates

Getting Started Consultancy

This consultancy service incorporates both consultancy and training and is designed to get you started with designing, implementing and administering Project Online.  The service is comprised of

1.  Consultant onsite day to demonstrate functionality of Project Online and derive customer requirements to allow for the following outputs:
•   Give advice on configuration options within Project Online focusing on security, timesheet and resource pool settings
•   Show how to set the available options within Project Online focusing on security, timesheet and resource pool settings
•   Give advice on configuration of resource teams and generic resources
•   Advise on custom fields needed for reporting purposes
•   Advise on required views within Project and Project Online

2.  Develop a report to document the advice given. This will be sent on after the onsite day and will include:
•   Configuration decisions reached during the on-site consultancy
•   Custom fields designed during the on-site consultancy
•   Views designed during the on-site consultancy
•   Recommendations for additional custom fields or configuration upon reviewing decisions reached during the on-site consultancy
•   How-to guides/links for clients own administrators
•   Training recommendations for administrators and users (if appropriate)

The consultant will not implement the changes directly, as they will not have direct access to the clients tenant. Instead they will use a demo environment to advise, and give the best options available. This will be based on information provided by the client in terms of their objectives for Project Online and business processes around Project Management.

Design Consultancy 

Following on from the ‘Getting Started Consultancy’.  The consultant will put together a fully documented design for Project Online.  The output will be a system design against which a development quote can be put together.

The training section introduces the client to Microsoft Project Online.  It is targeted at organisations who have not previously had an Enterprise Project Management System.  In the course you will review the features and options with Project Online.  The course is a first step for those who will be the administrators and/or power users within the organisation.

Course Contents

Module 1: Planning to Deploy Project Online
Topics:
What is Project Online?
What can Project Online do that Project can’t?
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
Topics:
Create Enterprise Custom Fields
Resource Breakdown Structure (RBS)
Department Field
Configure Enterprise Global template
Create Enterprise Calendars
Configure Additional Server Settings
Configure Active Directory Enterprise Resource Pool Synchronization

Module 5: Managing Project Security
Topics:
Overview of Project Server Security vs SharePoint Security Model
Setting up SharePoint Security 
Setting up Project Server Security

Price

As the requirements for this consultancy and training package will vary between clients, so will the costs. We will therefore discuss pricing on an individual basis.

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

Contact Us