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Effectively Using Microsoft Project Server 2013


fireTabletManage Your Project Portfolio, Priorities, Resources, Scheduling and Communications/Reporting

This intense 3-day instructor led course will teach how to use Microsoft Project Server 2013 as a complete project management information system. You will learn how to manage projects and schedules, resources, tasks, and timesheets with the Project Web App


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Class Description

This intense 3-day instructor led course will teach how to use Microsoft Project Server 2013 as a complete project management information system. You will learn how to manage projects and schedules, resources, tasks, and timesheets with the Project Web App. You’ll also learn how to manage your enterprise portfolio of projects. Key course topics includes:

  • Enterprise Portfolio Management
  • Managing Project Task Updates
  • Status Reports
  • Timesheets
  • Reporting and Business Intelligence
  • Prioritizing your project portfolio
  • Using SharePoint Project Sites
  • Integration with Microsoft Project

This class is packed with hands-on labs to re-enforce class topics and provide you with the skills to successfully manage your project portfolio and individual projects. You’ll learn best practices for implementing Project Server project management sites in SharePoint 2013, and practical ideas for implementing the solutions within you organization.

Make better decisions, communicate more effectively, and increase project success with Project Server 2013 and this training class!

Top 10 Reasons to Take This Course:

  1. Provide Stakeholders with a single point of access to information
  2. Lower costs and improve operational efficiency
  3. Jumpstart your efforts to create a Project Management Information System (PMIS)
  4. Leave the course with everything you need to manage your enterprise portfolio
  5. Hands-on! Learn by doing and building actual solutions during class
  6. Increase project success immediately with learned skills
  7. Effectively manage both Agile and Waterfall projects
  8. Taught by Project Management and SharePoint experts
  9. Real-world scenarios and examples of how to use Project Server in your organization
  10. Get a handle on resource management in your organization

Course Outline

1. Overview – Project Server 2013 and SharePoint 2013
•What’s New in SharePoint and Project Server 2013
•Cloud (Office 365) versus On-Premise Project Server 2013
•Platform Overview and Features
•Terminology in Project Server 2013
•Understanding the Queue

2. SharePoint Concepts
•The SharePoint Hierarchy
•Permissions Modes
•Lists and Libraries

3. Tasks Lists and Project Sites
•Creating Site Collections, Sites, and Sub-sites
•Customizing Permissions
•Adding Apps to a Site
•Working with Tasks Lists
•Using Document Sets

4. PWA – Project Web App 2013
•Track Your Work carousel web part
•Navigation and Getting Around
•Project Center Views, Filters, and Groupings
•Using the Data Grid

5. Configuring Enterprise Options
•Data Fields
•Custom Fields
•Lookup Tables
•Graphical Indicators
•Enterprise Calendars
•Time and Task Management Options

6. Project Workflows and Governance
•Understanding Enterprise Project Types
•Working with Phases and Stages
•Creating Project Detail Pages
•Creating Site Templates
•Creating Project Templates
•Building Workflows

7. Working with Projects and MS Project
•Options for Editing Project Tasks
•Working with the Web Interface
•Working in Microsoft Project
•Creating an Enterprise project
•Importing a Local Project
•Creating from an Enterprise template
•Managing Project Site Provisioning and Sites
•Connecting a SharePoint Task List to Project Server and MS Project
•Promote a SharePoint Task List to an Enterprise Project
•Converting Enterprise Project Types
•Managing Security

8. Resource and Assignment Planning
•Enterprise Resource Concepts
•Creating Resources
•Creating a Resource Plan
•Building a Project Team
•Using Task Types and Effort Driving Scheduling
•Cost Resources
•Using Team Planner
•Resource Overallocations
•Viewing Resource Availability
•Viewing Resource Assignments

9. Managing the Project
•Critical Paths
•Project Baselines
•Project Permissions

10. Working with Issues, Risks, and Deliverables
•Managing Issues
•Managing Risks
•Managing Deliverables

11. Tracking Time and Task Progress
•Tracking time Options
•Single Entry
•Double entry
•Using the Timesheet screen
•Submitting Timesheets
•Status and responses to Timesheets
•Approving Timesheets
•Using the Tasks Page in PWA
•Reporting progress from Tasks Page
•Managing Task Updates
•Approval Rules
•Reassigning work
•Team Tasks

12. Status Reports
•Requesting a Status Report
•Submitting a Status Report
•Tracking Responses

13. Reporting and Business Intelligence
•What Is BI?
•Available Data in Project Server
•What is OLAP?
•Excel and Excel Services
•The BI Center and Sample Reports
•Creating Reports
•Visual Reports in Microsoft Project 2013

14. Portfolio Governance
•Understanding Demand Management
•Understanding Portfolio Management
•Configure Portfolio Options
•Strategic Drivers
•Driver Prioritization
•Project Dependencies
•Calculating Resource Capacity
•Portfolio Analysis Tools
•Creating an analysis
•Analyzing Cost
•Analyzing Resources
•Saving a Scenario
•Overriding project priority
•Comparing Analyses

Who Should Attend

This course is perfect for the following:
•Project Managers
•Project Directors/PMO Directors
•Data Analysts
•Product Managers
•Operations Managers
•Other Project Team Members

Prerequisites: – None – designed for the beginner or advanced user.

Additional Info

Class Length

3 Days

Class Locations

Atlanta-Sandy Springs-Gainesville, GA-AL, Charlotte-Gastonia-Salisbury, NC-SC, Chicago-Naperville-Michigan City, IL-IN-WI, Dallas-Fort Worth, TX, Jacksonville FL, Live Virtual Class-Attend from Anywhere, Minneapolis-St. Paul-St. Cloud, MN-WI, Philadelphia-Camden-Vineland, PA-NJ-DE-MD, Phoenix-Mesa AZ, Portland-Salem OR-WA, Raleigh-Durham-Cary, NC, San Jose-San Francisco-Oakland, CA, Seattle-Tacoma-Olympia, WA, St. Louis-St. Charles-Farmington, MO-IL

Class Dates

Apr 25, 2016 thru Apr 27, 2016, Aug 22, 2016 thru Aug 24, 2016, Dec 14, 2015 thru Dec 16, 2015, Dec 19, 2016 thru Dec 21, 2016, Dec 28, 2015 thru Dec 30, 2015, Feb 01, 2016 thru Feb 03, 2016, Feb 08, 2016 thru Feb 10, 2016, Jan 13, 2016 thru Jan 15, 2016, Jan 20, 2016 thru Jan 22, 2016, Jul 25, 2016 thru Jul 27, 2016, Jun 27, 2016 thru Jun 29, 2016, Mar 21, 2016 thru Mar 23, 2016, May 23, 2016 thru May 25, 2016, Nov 30, 2016 thru Dec 02, 2016, Oct 24, 2016 thru Oct 26, 2016, Sep 26, 2016 thru Sep 28, 2016

Guarantee & Policies

Course registration info, our commitment to your privacy,

and general terms and conditions


Course registration information:

All courses carry Project Consult’s Guarantee of 100% Satisfaction: 
Project Consults provides an unsurpassed training experience. If for any reason you are not satisfied with the program, simply notify the instructor or registrar of your intent to withdraw from the program prior to the first morning break, turn in your course materials and receive a 100% refund. If at the end of the program day, you are unsatisfied with the program, we will credit your tuition towards a future program of your choice.

Payment Policy:
Payment is required at time of registration. Approved forms of payment include a company purchase order, PayPal, or credit card. We accept Visa, MasterCard, American Express, and Discover.

Courses are available as onsite training: 
All courses are available as onsite training at your location. On-site options can be very cost effective.

Course Hours:
This course begins promptly at 8:30 AM and ends at 4:30 PM, unless otherwise noted on the course page or in email notifications. Please arrive at 8:00 AM on the first morning of class to sign-in and meet your fellow attendees.

Shipping of Course Materials:
In an effort to reduce paper waste, course materials for live-online sessions will be digital. You will recieve information on how to obtain your course materials in your confirmation email.

Substitution & Cancellation Policy: 
If a change needs to be made to your public course registration (cancel, transfer, or substitution) Project Consults must receive written notice via email at If a cancel or transfer request is made less than 15 business days prior to the class start date, payment will still be due, no refunds will be issued and you will be charged a $200 change fee. Your paid tuition will be available for one year to be used as a credit towards another course of equal value; only one reenrollment opportunity is allowed. Failure to attend the course without written notification will result in forfeiture of the full course price. Student substitutions may be made at any time prior to the start of class free of charge. If a student substitution is made for a live, online session and any hard-copy materials have been provided to the initial student, it is the responsibility of the client to pass along those materials to the new attendee. If Project Consults is forced to cancel a course for any reason, liability is limited to the registration fee only. If you have questions or concerns, please contact or call 469-424-1084.

In certain situations, Project Consults may not have the required enrollment to hold a course as scheduled. We do our best to confirm every class, but our main mission is to provide students with the skills and knowledge to have a positive impact on their work performance. Based on this, should there be a cancellation for a class you are enrolled in, Project Consults will proactively automatically enroll you into the next available live, online session of the same course to provide you with the knowledge you originally needed. You will be notified during this process and have the ability to work with an Project Consults representative regarding alternate options if you are unable to attend the new session.

Substitution & Cancellation Policy (PMP Boot Camp): 
If you are unable to attend your scheduled training class, please contact us directly at 469-424-1084. We require a 16 calendar day notice to reschedule or to cancel any registration (and receive refund for payment). Failure to provide the required notification will result in a 100% charge of the course fee. If a student does not attend a scheduled course without prior notification, or contacts us to cancel within the notification window, the student will have the option to pay a $200 reschedule fee to attend one of the live, online sessions of the PMP Boot Camp. Within the notification period, only student substitutions will be permitted.

Hotel Reservations:
Project Consults does not set aside a block of rooms for class participants. If you wish to book a sleeping room please contact Project Consults for the best hotel options or recommendations. For directions to the course location please call Project Consults or you may also contact the training center or hotel directly.


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