Microsoft Project

Microsoft Project Courses

Course Schedules

Microsoft Project Server 2010 Courses

This course costs £1,500 + VAT for 4 days of deep dive Microsoft Project Server 2010. The course includes a voucher for the MSTP 70-177 exam and the Implementing and Administering MS Project Server 2010 by Gary Chefetz and Dale Howard 2nd Edition.

DatesDurationLocationCost / Delegate 
17- 21 Mar 20145 DaysLondon£1,500.00

Microsoft Project Server 2013 Courses

This course costs £1,750 + VAT for 5 days of deep dive Microsoft Project Server 2013. The course includes a voucher for the MSTP 74-344 exam and the Implementing and Administering MS Project Server 2013 by Gary Chefetz and Dale Howard 1st Edition.

DatesDurationLocationCost / Delegate 
1 - 5 Jul5 DaysLondon£1,750.00

Microsoft Project Server Tailored and On-site Training

It may be better for you to arrange Microsoft Project Server 2010 /13 tailored training for a group of staff. If you have more than 5 delegates to train on a course it is likely to be more cost-effective. There are several benefits which can achieved from this option including:

  • Training is at a venue of your choice (considerable cost savings can arise from using your own venue)
  • Delegates do not need to travel long distances or stay away from home
  • Training can be tailored to suit your company terminology, environment and culture
  • Dates can be arranged at your convenience
  • PMWEB can run any of its training courses at your own venue or somewhere close to your organization.

What are the costs?

PMWEB can provide you with a breakdown of costs for your course, including details of:

  • A “per delegate” fee for manuals, registration fees, exams
  • Daily trainer rate
  • Expenses – trainer accommodation and travel

As an example, assuming that a course is held at your venue in the UK, a 5-day Microsoft Project Server course for 8 delegates can work out as little as £750 per delegate.  These costs will vary due to location.

We may sometimes be beaten on price but we won’t be beaten on quality.

Please contact PMWEB for more information or a quotation for a Microsoft Project Server tailored training course.


Microsoft Project Server 2010 Course Details

Overview

Module 01 Introduction and Project Server Overview

  • What’s New for Project Server 2010
  • Introducing the Microsoft 2010 EPM Platform
  • Applying EPM Terminology to Project Server
  • Understanding Project Server Terminology
  • Enterprise Project
  • Enterprise Resource
  • Check In and Check Out
  • Portfolio Analyses
  • Portfolio Analysis
  • Enterprise Resource Pool Overview
  • Enterprise Global Overview
  • Understanding the EPM Platform Technology Stack
  • Project Server Installation Types
  • Understanding Project Server Physical Environments
  • Understanding Databases in the Enterprise
  • Understanding the Project Communications Lifecycle
  • Collaboration and Management Tools Overview         

Module 02 Understanding the Human Challenge

  • Thinking Outside the Project
  • Confronting the “PM” Challenge
  • Why Do EPM Initiatives Fail?
  • Understanding the Formulas for Disaster
  • Boiling the Ocean
  • Managing One Big Project
  • Suffering from Methodology Overload
  • Serving the Technology Buffet
  • Preparing Strategies for EPM Deployment Success
  • Understanding Your Stakeholders
  • Understanding Your Organization’s Culture
  • Understanding and Making Management Commitments
  • Understanding Your Process
  • Acquiring or Improving Scheduling Competencies
  • Marketing Your Solution

Module 03 Applying a Deployment Process

  • Understanding the Deployment Process
  • Defining Your Deployment and Deployment Team
  • Understanding the Analyst Role
  • Understanding Technical Roles
  • Rounding Out the Team
  • Managing the Discovery Phase
  • Discovery Phase Summary
  • Discovery Key Ingredients
  • Other Valuable Discovery Inputs
  • Discovery Next Steps
  • Determining your Implementation Archetype
  • Building Your Straw Man Requirements
  • Introducing the Requirements and Definition Template
  • Applying the Template to the Straw Man
  • Summarizing the Discovery Phase
  • Managing the Definition Phase
  • Definition Phase Summary
  • Core Requirements
  • Defining the Portfolio Organization
  • Defining the Project Organization
  • Defining the Task Organization
  • Defining the Resource Organization
  • Defining Working Times and Calendars
  • Defining Company Holidays
  • Defining Security Requirements
  • Defining Training Requirements
  • Determining System Notifications
  • Managing the Design Phase
  • Design Phase Summary
  • Determining System Design Information
  • Managing the Deployment Phase
  • Deploy Phase Summary
  • Managing the Pilot Phase
  • Pilot Phase Summary
  • Managing the Rollout Phase
  • Rollout Phase Summary

Module 04 Installing Project Server 2010

  • Installing Project Server 2010 Overview  
  • Preparing to Install SharePoint Server and Project Server 2010         
  • Meet or Exceed Minimum Hardware Requirements   
  • Meet or Exceed Minimum Software Requirements
  • Prepare the Security Environment
  • Prepare SQL Server for SharePoint Server and Project Server        
  • Prepare SQL Server Analysis Services for Project Server     
  • Prepare Your Server for Project Server Installation     
  • Installing SharePoint Server 2010 and Project Server 2010    
  • Install Software Prerequisites      
  • Install SharePoint Server 2010 Software           
  • Install Project Server 2010          
  • Run SharePoint Products Configuration Wizard          
  • Configure Your SharePoint Farm           
  • Create a Project Server 2010 Web App
  • Creating a Service Application Manually    

Module 05 Post-Installation Configuration

  • Configuring SharePoint Service Applications
  • Preparing to Configure Excel Services
  • Configuring Excel Services
  • Harvesting URLs for Trusted Data Connection Libraries and Report Libraries
  • Configuring Excel Services Global Settings
  • Configuring Trusted Data Connection Libraries
  • Configuring Trusted File Locations
  • Configuring the Secure Store Service Application
  • Configuring the Cube Building Service
  • Obtaining the Necessary Software Files
  • Installing the SQL Server Native Client
  • Installing the SQL Server Management Objects Collection
  • Creating a SQL Login for the Service Account Running Analysis Services
  • Setting Optional SQL Server Performance Enhancements
  • Creating Additional TempDB Files
  • Verifying Project Server Functionality
  • Verifying Project Web App Connectivity
  • Creating a Login Account in Project Professional 2010
  • Performing Basic Functional Tests
  • Verifying Cube Building Capability
  • Verifying Reporting Capability in the BI Center
  • Creating Additional Project Server Instances
  • Configuring Your New Project Server Instance
  • Creating a New Excel Services Application Instance
  • Pointing Data Connections to the New Secure Store Target Application

Module 06 Understanding the Project Web App Interface

  • Tools for Configuration
  • Using the Project Web App User Interface
  • Logging into Project Web App from another Workstation
  • Using the Quick Launch Menu
  • Using the Ribbon Menus
  • Manipulating the Data Grid
  • Printing the Data Grid        200
  • Exporting the Data Grid to Excel
  • Using the Project Web App Administration Interface

Module 07 Creating System Metadata and Calendars

  • Understanding Significant Changes to Project Server 2010 Metadata Architecture
  • Introducing Departments
  • Introducing Project Types
  • Introducing Business Drivers
  • Working with Enterprise Custom Fields and Lookup Tables
  • Understanding Enterprise Field Types
  • Understanding Built-In Fields and Lookup Tables
  • Modifying Built-In Lookup Tables
  • Modifying the Cost Type Lookup Table
  • Modifying the Health Lookup Table
  • Modifying the RBS Lookup Table
  • Creating the Team Names Lookup Table
  • Creating and Modifying Custom Lookup Tables
  • Creating a New Lookup Table
  • Modifying a Custom Lookup Table
  • Creating Custom Fields
  • Creating Free Entry Custom Fields
  • Making Fields Required
  • Creating a Custom Field with a Lookup Table
  • Modifying Built-In Project and Resource Department Fields
  • Creating a Custom Field with a Formula
  • Understanding Field Types with Formulas
  • Creating a Formula Using Project Web App
  • Creating a Formula Using Project Professional 2010
  • Importing a Local Field as a Custom Enterprise Field
  • Displaying Graphical Indicators in Custom Fields
  • Creating Graphical Indicators Using Project Web App
  • Creating Graphical Indicators Using Project Professional 2010
  • Understanding the Connection between Formulas and Graphical Indicators
  • Deleting a Custom Field or 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 08 Configuring Lifecycle Management

  • Understanding Lifecycle Management
  • Understanding Demand Management
  • Understanding Decision Management
  • Understanding Project Types and Lifecycle Management
  • Understanding Phases and Stages
  • Understanding Project Detail Pages
  • Understanding the Lifecycle Management Configuration Process
  • Creating Lifecycle Management Elements
  • Creating and Editing Project Detail Pages
  • Sample Project Detail Pages in Action
  • Creating Business Drivers
  • Configuring Workflow Phases
  • Configuring Workflow Stages
  • Creating Enterprise Project Templates
  • Creating an Enterprise Project Template Manually
  • Creating and Modifying Enterprise Project Types
  • Editing an Enterprise Project Type
  • Working with the Sample Workflow
  • Adapting the Sample Workflow for Your Needs
  • Configuring Project Workflow Settings
  • Working with the Dynamic Workflow Solution Starter
  • Deploying the Dynamic Workflow Solution Starter
  • Creating and Configuring a Dynamic Workflow Instance
  • Considerations for Working with the Dynamic Workflow Tool            

Module 09 Building and Managing the Enterprise Resource Pool

  • Enterprise Resource Pool Overview
  • Understanding Enterprise vs. Local Resources
  • Understanding Enterprise Resource Types
  • Working with the Resource Center Data Grid
  • Creating an Ad Hoc Filter
  • Using AutoFilter
  • Sorting the Data in the Grid
  • Configuring Columns
  • Applying Views
  • Creating Resources Using Project Professional 2010
  • Entering General Information
  • Changing Working Time
  • Using the Custom Fields Page
  • Creating Non-Work Resources
  • Editing Enterprise Resources Using Project Professional 2010
  • Checking Out Enterprise Resources for Editing
  • Using Project Web App to Create an Enterprise Resource
  • Setting Type Options
  • Setting Identification Information Options
  • Setting User Authentication Option
  • Setting Assignment Attributes Options
  • Setting Exchange Server Details Options
  • Setting Departments Options
  • Setting Resource Custom Fields Options
  • Setting Security Options
  • Setting Group Fields Options
  • Setting Team Details Options
  • Mass Editing Enterprise Resources
  • Bulk Editing Enterprise Resources
  • Individually Editing Enterprise Resources by Batch
  • Adding 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

Testimonials

Real comments from real customers….

Very well presented at a good pace with appropriate examples

— Andy A – MOD (2013)

A very well presented course, particularly appreciated taking into account previous providers

— Simon P – MOD (2013)

The competence and enthusiasm of the Instructor were key to a well delivered course….

— Peter C – MOD (2013)

I enjoyed the course enormously, the subject is fascinating and I was never bored and I do have a very low boredom threshold. Enjoyed John’s style and felt very engaged throughout.

— Tracey F – Royal London Group (2012)

Excellent – subject matter expert but with a very engaging tutorial style. I thoroughly enjoyed the content – brought a high level of understanding to project management.

— Steve Keohane (2012)

John knew PRINCE2 literally inside out and in my opinion a very positive influence on all attendees offering support and serious knowledge of the subject matter with just the right amount of humour to keep you continually interested thorughout the 4 days of training – already recommended the course to fellow commuters. Brilliant!!

Would definitely use John again…

— Anthony Brady – Head of Software Development at Capital & Regional – (2011)

John is able to bring extensive real world experience and blend this with detailed subject knowledge to achieve not only exam success for candidates but a better understanding of the subject also.

— Stephen Beattie – NHS (2011)

At the end of a recent ITIL foundation session which John led, I noted to my company’s training team that: “I have no reservations about recommending the course. It was led by a highly experienced trainer who had a very effective teaching style. He delivered great content which I can apply immediately”. Also, even though I had limited prior exposure to ITIL I also did excellently well in the certification exam. John did a brilliant job encouraging the course participants to internalize the concepts of ITIL, ensuring that the best practices were not merely taken at face value, but were challenged and compared with other practices and models.
The highest praise that I can give is perhaps that I ensured that a new service delivery manager who just joined my team was signed up for John’s course as soon as he accepted the role

— OPM A Ibitoye MBA (2012)

I recently had the pleasure of being trained by John. He clearly has a wealth of knowledge in project/program management. From the time I have spent with John, I have learnt a tremendous amount. He has the ability to keep his audience engaged and enthusiastic. John would be a asset to any organisation. I would recommend John to anyone, both as a trainer, and also a experienced project manager

— Paul O’Sullivan – RIM – (2011)

John trained me in Prince 2 Foundation and Practitioner. I would highly recommend him as a trainer, he provides, humour and expert knowledge of both the theory and practical examples from his work experience. He is a class act.

— Tony Gould – (2011)

John is a first rate trainer who focuses on real world issues to help clients achieve and implement project management skills and tools to achieve the result they want. In his commercial and consulting roles he has a highly developed business sense and the drive to maximise opportunities to deliver benefits. His knowledge is supported by and proven by his solid experience in delivering successful business change for many clients

— Charlie England, Operations Executive, Williams Lea – (2011)

I was recently trained by John Green and if anyone were to seek my advice about taking a PRINCE2 Foundation and Practitioner course, I would have no problem recommending John to them. John is clearly very knowledgeable about Project Management, both in principle and in real-life practice, and has a very direct approach to his delivery. He is intuitive enough to balance the right amount of information to keep a group’s attention, which for me made his training sessions very easy to follow and also engaging at each point. I particularly admired his patience and his ability to communicate with all class members, regardless of their varying professional backgrounds and levels. His very high student pass rate speaks for itself and I am happy to be one of those successes.

— Jay Ediriwira – (2010)

“I first met John when he was giving a Prince 2 course in Swindon. What struck me was his in-depth knowledge of Project Management. While satisfying all our needs to gain the qualification, which I did by the way, he was able to show us best practice in implementation. This was so very important as its really easy to make Prince fail as a methodology because you try and implement everything in the book. Later when I was requested to see if we could find anybody who was able to improve Project Management at one of our partners John was first on my list to call.

— Dave Brennan, Infrastructure Manager, Anadarko – (2010)

John was recently involved in a major re-architecting of my company’s infrastructure. Downtime wasn’t an option and John came up with creative solutions allowing the project to go to plan/budget. His expertise and ‘can-do approach’ was instrumental to the positive end result.

— Ragnar Eiriksson (2010)

Approachable, knowledgeable and friendly. Gained great rapport with the group. I would recommend PMWEB for your training needs

— Chris M – Head of R&D ECITB

Resourses

Course Resources

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Videos

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FAQs

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Microsoft Project Server 2013 Course Details

Overview

Module 01: Introduction and Project Server Overview

  • Overview of Project Server 2013
  • Project Management and Office 365
  • Project Pro 2013 Click-To-Run
  • New for Demand and Lifecycle Management
  • Support for SharePoint Designer Workflow
  • New for Project Server in SharePoint 2013
  • My Sites and Work Management Service Application New SharePoint Service Apps
  • New for Project Server 2013 Architecture
  • Single database per Project Web App instance
  • Improved Queue Mechanism
  • New Log Level Manager and Developer Dashboard Improvements
  • New Performance Improvements
  • New Server-Side Scheduling Engine
  • New Permissions Mode
  • Timesheet Improvements
  • Operates more like SharePoint
  • Applying PPM Terminology to Project Server
  • Understanding Project Server Terminology
  • Enterprise Projects
  • Enterprise Resources
  • Check In and Check Out
  • Portfolio Analyses
  • Portfolio Analysis
  • Enterprise Resource Pool Overview
  • Enterprise Global Overview
  • Understanding the PPM Platform Technology Stack
  • Project Server Installation Types
  • Understanding Project Server Physical Environments
  • Understanding Database in the Enterprise
  • Understanding the Project Communications Lifecycle
  • Collaboration and Management Tools Overview

Module 02: Understanding the Human Component

  • Thinking Outside the Project
  • Confronting the “PM” Challenge
  • Why Do PPM Initiatives Fail?
  • Understanding the Formulas for Disaster
  • “Boiling the Ocean”
  • Managing One Big Project
  • Methodology Overload
  • Preparing Strategies for PPM Deployment Success
  • Understanding Your Stakeholders
  • Understanding Your Organization’s Culture
  • Understanding and Making Management Commitments
  • Understanding Your Process
  • Acquiring or Improving Scheduling Competencies
  • Providing Training and Governance
  • Marketing Your PPM Solution

Module 03: Applying a Deployment Process

  • Understanding the Deployment Process
  • Defining Your Deployment and Deployment Team
  • Understanding the Analyst Role
  • Understanding Technical Roles
  • Rounding Out the Team
  • Managing the Discovery Phase
  • Discovery Phase Summary
  • Other Valuable Discovery Inputs
  • Discovery Next Steps
  • Determining your Implementation Approach
  • Introducing the Requirements and Definition Template
  • Summarizing the Discovery Phase
  • Managing the Definition Phase
  • Definition Phase Summary
  • Core Requirements
  • Defining the Portfolio Organization
  • Defining the Project Organization
  • Defining the Task Organization
  • Defining the Resource Organization
  • Defining Working Times and Calendars
  • Defining Company Holidays
  • Defining Security Requirements
  • Defining Training Requirements
  • Determining System Notifications
  • Managing the Design Phase
  • Design Phase Summary
  • Determining PPM Design Information
  • Managing the Pilot Phase
  • Pilot Phase Summary
  • Managing the Rollout Phase
  • Rollout Phase Summary
  • Managing the Post-deployment Support Phase
  • Post-deployment Phase Summary

Module 04: Installing Project Server 2013

  • Installing Project Server 2013 Overview
  • The Setup Process
  • Preparing the Evaluation Environment
  • Meet or Exceed Minimum Hardware Requirements
  • Prepare the Security Environment
  • Prepare the Media for SharePoint Server and Project Server
  • Installing Windows Server 2012
  • Configure the Farm Administrator Account for Use
  • Configure Network Discovery on the SQL and Application Servers
  • Turn Off User Account Control on the SQL and Application Servers  (Optional)
  • Installing SQL Server
  • SQL Server Post-installation Procedures
  • Configure SQL Network Settings for SQL Server 2008 R2 or SQL Server 2012
  • Configure Analysis Services for Project Server 2013
  • Run SQL Analysis Services as a Domain Account
  • Enable Windows Firewall Access to SQL Server
  • Prepare the Application Server for Installation
  • Disable Internet Explorer Enhanced Security Settings
  • Configure Proxy Server Bypass
  • Configure Trusted Sites
  • Install SharePoint Server 2013 and Project Server 2013
  • Install Hotfixes
  • Install Software Prerequisites
  • Install SharePoint Server 2013 Software
  • Install the Project Server 2013 Software
  • Install the SQL Server Management Objects
  • Install the SQL Server Native Client
  • Configure SMTP Services
  • Configure Your SharePoint 2013 Farm
  • Select Services and Create a Site Collection
  • Bookmark Sites and Links
  • Reduce Memory Overallocation for Search
  • Configure the New Site Collection
  • Create a Project Server 2013 Web App
  • Create a Content Database
  • Create additional Project Web Apps
  • Finalize the Content Databases
  • Verify Your New Project Web App(s)
  • Create Additional Browser Bookmarks
  • Installing Workflow Manager 1.0 (Optional)
  • Workflow Manager Pre-Installation Considerations
  • Install and Configure Workflow Manager 1.0
  • Upgrading and Migrating to Microsoft Project Server 2013
  • Planning for Project Client Co-existence
  • Installation Conclusion

Module 05: Post-Installation Configuration

  • Introduction
  • Configuring Excel Services
  • Preparing the Database for Reporting
  • Accessing the Business Intelligence Center
  • Configuring Trusted Data Connection Libraries
  • Configuring Trusted File Locations
  • Configuring the Secure Store Service Application
  • Configuring the Cube Building Service
  • Creating an SQL Login for the Service Account Running Analysis Services (Optional)
  • Setting SQL Server Performance Enhancements (Optional)
  • AUTO_CLOSE
  • AUTO_SHRINK
  • AUTO_UPDATE_STATISTICS and AUTO_UPDATE_STATISTICS_ASYNC
  • Verify or Modify AUTO_CLOSE, AUTO_SHRINK, and STATISTICS
  • Additional Database Performance Considerations (Optional)
  • Verifying Project Server 2013 Functionality
  • Preparing a Desktop Workstation for First Use
  • Verifying Project Web App Connectivity
  • Connecting Project Pro 2013 to PWA and Verifying Functionality
  • Performing Basic Functional Tests
  • Verifying Cube Building Capability
  • Verifying Reporting Capability in the BI Center
  • Creating Additional Project Web App Instances
  • Configuring Your New Project Web App Instance
  • Creating a New Excel Services Application Instance

Module 06: Understanding the Project Web App 2013 Interface

  • Introducing Project Web App 2013
  • What’s New in Project Web App 2013 Interface?
  • Understanding Differences with PWA Settings pages
  • Queue and Database Administration
  • Operational Policies
  • Workflow and Project Detail Pages
  • Introducing SharePoint Permissions Mode
  • Adding Users in SharePoint Permissions Mode
  • Changing Permission Modes on Premises
  • Changing Permission Modes Online
  • Understanding the Default Project Web App 2013 Interface
  • Working with the Track your work carousel web part
  • Understanding the Site Action Menu
  • Using the Quick Launch Menu
  • Touring the Interface
  • Manipulating the Data Grid
  • Printing the Data Grid
  • Exporting the Data Grid to Excel
  • Using the Administration Interface for a PWA Instance
  • Using Central Administration to Manage a PWA Instance

Module 07: Creating System Metadata and Calendars

  • Understanding Project Server 2013 Metadata Architecture
  • Introducing Departments
  • Introducing Project Types
  • Introducing Business Drivers
  • Working with Enterprise Custom Fields and Lookup Tables
  • Understanding Enterprise Field Types
  • Understanding Built-In Fields and Lookup Tables
  • Creating Lookup Tables
  • Creating the Team Names Lookup Table
  • Modifying Built-In Lookup Tables
  • Modifying the Cost Type Lookup Table
  • Modifying the RBS Lookup Table
  • Creating Custom Fields
  • Creating Free Entry Custom Fields
  • Working with Behaviour Options
  • Creating a Custom Field with a Lookup Table
  • Modifying Built-In Project and Resource Department Fields
  • Creating a Custom Field Controlled by Workflow
  • Creating a Custom Field with a Formula
  • Understanding Field Types with Formulas
  • Creating a Formula Using Project Web App
  • Creating a Formula Using Project Pro 2013
  • Importing a Local Field as an Enterprise Custom Field
  • Displaying Graphical Indicators in Custom Fields
  • Creating Graphical Indicators Using Project Web App
  • Creating Graphical Indicators Using Project Pro 2013
  • Understanding the Connection between Formulas and Graphical Indicators
  • Deleting a Custom Field or 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 08: Configuring Portfolio and Project Governance

  • Portfolio Management and Project Governance Overview
  • Understanding Project Governance: A Real-World Example
  • Understanding EPT’s (Enterprise Project Types)
  • Understanding Phases and Stages
  • Understanding Project Detail Pages (PDP’s)
  • Understanding Workflows
  • Project Governance Conclusion
  • Understanding Portfolio Management: A Real-World Example
  • Understanding Demand Management
  • Understanding Portfolio Management
  • Configuring Portfolio Management
  • Creating Strategic Drivers
  • Creating Driver Prioritizations
  • Configuring Project Governance
  • Configuring Enterprise Custom Fields
  • Configuring PDP’s
  • Configuring Workflow Phases
  • Configuring Workflow Stages
  • Creating Site Templates
  • Creating Enterprise Project Templates
  • Configuring Workflows
  • Configuring EPT’s (Enterprise Project Types)
  • Verifying Project Governance Functionality
  • Configuring Demand Management
  • Configuring a Demand Management Site
  • Configuring Demand Management Workflows
  • Performing Portfolio Analyses
  • Portfolio Analysis Conclusion

Module 09: Building and Managing the Enterprise Resource Pool

  • Enterprise Resource Pool Overview
  • Understanding Enterprise vs. Local Resources
  • Understanding Enterprise Resource Types
  • Adding Resources Using Active Directory Synchronization
  • Understanding the Impact of Permissions Modes
  • Working with the Resource Center Data Grid
  • Creating an Ad Hoc Filter
  • Using AutoFilter
  • Sorting the Data in the Grid
  • Configuring Columns
  • Applying Views
  • Creating Work Resources Using Project Pro 2013
  • Overcoming the lock on the Windows Logon Account field
  • Opening the Enterprise Resource Pool
  • General Page
  • Costs Page
  • Notes Page
  • Custom Fields Page
  • Creating Generic, Material, Cost, and Team Resources
  • Creating Generic Resources
  • Creating Material Resources
  • Creating Cost Resources
  • Creating Team Resources
  • Editing Enterprise Resources Using Project Pro 2013
  • Checking Out Enterprise Resources for Editing
  • Using Project Web App to Create an Enterprise Resource
  • Setting Type Options
  • Setting Assignment Attributes Options
  • Setting Departments Options
  • Setting Resource Custom Fields Options
  • Setting Security Options
  • Setting Group Fields Options
  • Setting Team Details Options
  • Mass Editing Enterprise Resources
  • Bulk Editing Enterprise Resources
  • Individually Editing Enterprise Resources by Batch
  • Preparing to Import Enterprise Resources
  • Importing Resources from Active Directory
  • Importing Resources from Your Address Book
  • Preparing Custom Field Data
  • Importing Enterprise Resources
  • Deactivating an Enterprise Resource using PWA
  • Deactivating a Resource using Project Pro 2013

Module 10: Initial Project Server Configuration

  • Configuring Project Server 2013
  • 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 Task Mode Settings
  • Customizing the Quick Launch Menu
  • Using SharePoint Central Administration for Configuration
  • Configuring Alerts and Reminders
  • Setting Options for the OLAP Cube
  • Configuring the OLAP Database
  • Deleting an Existing OLAP Database
  • Configuring Event Handlers

Module 11: Configuring Time and Task Tracking

  • Understanding Tracking
  • Defining Fiscal Periods
  • Configuring Time and Task Tracking
  • Selecting the Tracking method
  • Specifying the Tracking Method
  • Locking Down the Tracking Method
  • Setting the Reporting Display
  • Protecting User Updates
  • Defining the Near Future Planning Window
  • Configuring Project Server 2013 for Time Reporting
  • Creating Time Reporting Periods
  • Configuring Timesheet Options
  • Configuring Administrative Time
  • Disabling the Timesheet Functionality
  • Customizing the Timesheet Page
  • Customizing the Tasks Page
  • Using Percent of Work Complete
  • Using Actual Work Done and Work Remaining
  • Using Hours of Work Done per Period
  • Tips for Using Tracking Methods

Module 12: Configuring Project Server Security

  • Project Server Security Overview
  • Understanding the Impact of Permissions Modes
  • Setting Organizational Permissions
  • Understanding Changes to Project Server 2013 Permissions
  • Understanding Users vs. Resources
  • Users and Resources Can Be the Same Person
  • Managing User Accounts
  • Managing User Accounts in Project Server Permissions Mode
  • Creating a New User Account
  • Managing Users in SharePoint Permissions Mode
  • Controlling Security with Groups and Categories
  • Associating Multiple Groups and Categories
  • Understanding Built-in Groups
  • Understanding Built-in Categories
  • Understanding Permissions
  • Understanding Global Permissions and Category Permissions
  • Understanding Denied, Allowed and Not Allowed
  • Understanding Permissions Cumulative Behaviour
  • Managing Permissions through Groups
  • Creating a New Group
  • Deleting a Group
  • Managing Permissions through Categories
  • Creating a New Category
  • Deleting a Category
  • Using and Managing Security Templates
  • Creating a New Security Template
  • Deleting a Security Template
  • Managing AD Synchronization for Groups
  • Resolving Common Security Requirements

Module 13: Building the Project Environment

  • Building the Project Environment
  • Importing Existing Projects and Templates
  • Publishing an Imported Project
  • Changing the Project Owner and Status Manager
  • Building the OLAP Cube

Module 14: Creating and Managing Views

  • Understanding Views
  • View Types
  • Creating Gantt Chart Formats
  • Creating Grouping Formats
  • Managing Project Web App Views
  • Copying and Modifying Views
  • Deleting Views
  • Creating Custom Views in Project Web App
  • Creating a Custom Project Center View
  • Creating a Custom Project View
  • Creating a Custom Resource Assignments View
  • Creating a Custom Resource Center View
  • Modifying My Work Views
  • Creating a Custom Resource Plan View
  • Modifying a Team Tasks View
  • Creating a Custom Team Builder View
  • Modifying the Timesheet View
  • Creating a Portfolio Analyses View
  • Creating a Portfolio Analysis Project Selection View
  • Understanding Enterprise Views in Project Pro 2013
  • Working with the Enterprise Global
  • Adding Custom Views to the Enterprise Global
  • Removing Pollution from the Enterprise Global
  • 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 Useful Enterprise Views
  • Creating an Enterprise Duration Variance View
  • Creating an Enterprise Publishing View
  • Creating an Enterprise Resource Sheet View

Module 15: Working with SharePoint and Project Sites

  • SharePoint Concepts
  • Understanding the SharePoint Hierarchy
  • Understanding SharePoint Storage
  • Understanding SharePoint Administration
  • Understanding Project Site Security in Project Server Permissions Mode
  • Understanding Project Site Security in SharePoint Permissions Mode
  • Site and List Templates
  • Recycle Bins
  • Version Control
  • Alerts
  • Workflow
  • Managed Metadata and Enterprise Content Types
  • What is the Managed Metadata Service?
  • What are Enterprise Content Types?
  • Importance of Managed Metadata and Enterprise Content Types
  • Content Type Hubs
  • Creating a Managed Metadata Service Instance
  • Managing the Term Store
  • Creating a New Site Column using Managed Metadata
  • Creating an Enterprise Content Type
  • Understanding Special Project Site 2013 Behaviours
  • Starting with a SharePoint Team Site
  • Adding Apps to Your Site
  • Adding SharePoint Sites to Project Web App
  • Converting a Task List to a Project Managed in Project Pro 2013
  • Promoting a SharePoint list to an Enterprise Project
  • Enterprise Project Tasks now Synchronize to the Project Site Tasks List
  • Managing the SharePoint/Project Server Connection
  • Managing Project Site Provisioning
  • Managing Project Sites
  • Bulk Updating Project Sites

Module 16: Configuring Business Intelligence and Reporting

  • Understanding Project Server 2013 Business Intelligence
  • What is BI (Business Intelligence)?
  • Levels of BI
  • Common Business Intelligence Needs
  • Reporting and Business Intelligence Overview
  • Understanding Available Data
  • Accessing the Data
  • Relational Data Overview
  • OLAP Overview
  • Analytical (OLAP) Data
  • Office Data Connections (ODC) Overview
  • oData Overview
  • Understanding the Toolset
  • Excel Services
  • The Business Intelligence Center
  • Business Intelligence Center Security Overview
  • Reporting Limitations
  • Preparing to View or Create Reports
  • Accessing Sample Reports in the BI Center
  • Built-In Reports Overview
  • Accessing the Sample Reports
  • About Report Templates
  • Interacting with Reports
  • Creating a Report from a Template
  • Creating a New Report Using an oData ODC Connection
  • Create Excel Workbook
  • Connect Excel Workbook to ODC Source
  • Import External Data into Excel Workbook
  • Creating a New Report from an oData Data Feed
  • Connect Excel Workbook to OData Data Feed
  • Creating a New PowerPivot Report
  • Applying Basic Formatting
  • Adding Fit and Finish Formatting
  • Using the Design Tab
  • Using the Options Tab
  • Working with Field Settings
  • Applying Grouping
  • Summarizing Values
  • Advanced Formatting
  • Adding Non-Project Server Users as Report Viewers

Module 17: Managing Project Server 2013 Day to Day

  • Supporting Project Server 2013
  • Performing Common Application Administration
  • Checking in Enterprise Objects
  • Deleting Enterprise Objects
  • Deleting Enterprise Projects
  • Deleting Resources and Users
  • Deleting Status Report Responses
  • Deleting Timesheets
  • Deleting User Delegates
  • Managing Queue Jobs
  • Understanding Job States
  • Working with the Manage Queue Jobs Page
  • Troubleshooting the Queue
  • Changing or Restarting Workflows
  • Working with Administrative Backups
  • Setting an Automatic Daily Backup Schedule
  • Backing Up Enterprise Objects Manually
  • Restoring Backed-up Objects
  • Getting Started with Windows PowerShell
  • Listing Cmdlets
  • Using PowerShell Help
  • Configuring the Queue
  • Configuring Queue Setting in the Interface
  • Configuring Queue Settings using PowerShell
  • Monitoring and Troubleshooting Project Server 2013
  • Working with Unified Logging Service (ULS) files
  • Using Log Level Cmdlets for Granular Troubleshooting
  • Enabling and Using the SharePoint Developer Dashboard
  • Enabling the Developer Dashboard using PowerShell
  • Using PSCONFIG
  • Using the Reliability and Performance Monitor
  • Maintaining Your SQL Server Database
  • Using the SharePoint Health Analyzer
  • Managing Project Server SharePoint Timer Jobs
  • Managing the Active Cache
  • Adjusting Active Cache Settings
  • Viewing Local Cache Contents
  • Cleaning Up the Local Cache
  • Resolving Local Cache Corruption
  • Using SharePoint Farm Backup and Recovery
  • Permissions required for running Backup and Restore Operations
  • Backing Up a Farm
  • Restoring a Farm Backup

Testimonials

Real comments from real customers….

Very well presented at a good pace with appropriate examples

— Andy A – MOD (2013)

A very well presented course, particularly appreciated taking into account previous providers

— Simon P – MOD (2013)

The competence and enthusiasm of the Instructor were key to a well delivered course….

— Peter C – MOD (2013)

I enjoyed the course enormously, the subject is fascinating and I was never bored and I do have a very low boredom threshold. Enjoyed John’s style and felt very engaged throughout.

— Tracey F – Royal London Group (2012)

Excellent – subject matter expert but with a very engaging tutorial style. I thoroughly enjoyed the content – brought a high level of understanding to project management.

— Steve Keohane (2012)

John knew PRINCE2 literally inside out and in my opinion a very positive influence on all attendees offering support and serious knowledge of the subject matter with just the right amount of humour to keep you continually interested thorughout the 4 days of training – already recommended the course to fellow commuters. Brilliant!!

Would definitely use John again…

— Anthony Brady – Head of Software Development at Capital & Regional – (2011)

John is able to bring extensive real world experience and blend this with detailed subject knowledge to achieve not only exam success for candidates but a better understanding of the subject also.

— Stephen Beattie – NHS (2011)

At the end of a recent ITIL foundation session which John led, I noted to my company’s training team that: “I have no reservations about recommending the course. It was led by a highly experienced trainer who had a very effective teaching style. He delivered great content which I can apply immediately”. Also, even though I had limited prior exposure to ITIL I also did excellently well in the certification exam. John did a brilliant job encouraging the course participants to internalize the concepts of ITIL, ensuring that the best practices were not merely taken at face value, but were challenged and compared with other practices and models.
The highest praise that I can give is perhaps that I ensured that a new service delivery manager who just joined my team was signed up for John’s course as soon as he accepted the role

— OPM A Ibitoye MBA (2012)

I recently had the pleasure of being trained by John. He clearly has a wealth of knowledge in project/program management. From the time I have spent with John, I have learnt a tremendous amount. He has the ability to keep his audience engaged and enthusiastic. John would be a asset to any organisation. I would recommend John to anyone, both as a trainer, and also a experienced project manager

— Paul O’Sullivan – RIM – (2011)

John trained me in Prince 2 Foundation and Practitioner. I would highly recommend him as a trainer, he provides, humour and expert knowledge of both the theory and practical examples from his work experience. He is a class act.

— Tony Gould – (2011)

John is a first rate trainer who focuses on real world issues to help clients achieve and implement project management skills and tools to achieve the result they want. In his commercial and consulting roles he has a highly developed business sense and the drive to maximise opportunities to deliver benefits. His knowledge is supported by and proven by his solid experience in delivering successful business change for many clients

— Charlie England, Operations Executive, Williams Lea – (2011)

I was recently trained by John Green and if anyone were to seek my advice about taking a PRINCE2 Foundation and Practitioner course, I would have no problem recommending John to them. John is clearly very knowledgeable about Project Management, both in principle and in real-life practice, and has a very direct approach to his delivery. He is intuitive enough to balance the right amount of information to keep a group’s attention, which for me made his training sessions very easy to follow and also engaging at each point. I particularly admired his patience and his ability to communicate with all class members, regardless of their varying professional backgrounds and levels. His very high student pass rate speaks for itself and I am happy to be one of those successes.

— Jay Ediriwira – (2010)

“I first met John when he was giving a Prince 2 course in Swindon. What struck me was his in-depth knowledge of Project Management. While satisfying all our needs to gain the qualification, which I did by the way, he was able to show us best practice in implementation. This was so very important as its really easy to make Prince fail as a methodology because you try and implement everything in the book. Later when I was requested to see if we could find anybody who was able to improve Project Management at one of our partners John was first on my list to call.

— Dave Brennan, Infrastructure Manager, Anadarko – (2010)

John was recently involved in a major re-architecting of my company’s infrastructure. Downtime wasn’t an option and John came up with creative solutions allowing the project to go to plan/budget. His expertise and ‘can-do approach’ was instrumental to the positive end result.

— Ragnar Eiriksson (2010)

Approachable, knowledgeable and friendly. Gained great rapport with the group. I would recommend PMWEB for your training needs

— Chris M – Head of R&D ECITB

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