Course Description

Applies to Microsoft Project Online, Project Server versions 2013 and 2016

Learn how to configure and maintain PWA using both Project Pro and the Project Web App interface. You learn how to perform common SharePoint administrative tasks, how to manage the integration points between PWA and SharePoint, how to configure demand management, project governance, and project collaboration sites, how to build a workflow, and how to use business intelligence features. Learn from the instructor that wrote the first book on this technology.

Target Audience

Tailored to the needs of business application owners who serve as the organization’s primary or backup business application administrator, without the need to install and manage the server platform, this is the perfect choice for a Project Online administrator. Although it is not required, we strongly recommend that students have IT background knowledge as a point of reference.

Learning Objectives

After completing this course, you will be able to:

  • Understand Microsoft PPM terminology and core system components
  • Get started with Project Online
  • Describe the project communication life cycle
  • Understand the administration interface in Project Web App
  • Determine a Permissions Mode
  • Create a login account in Project Pro
  • Configure custom enterprise fields, lookup tables, and calendars
  • Configure the demand and lifecycle capacity management features
  • Build a project governance workflow in SharePoint Designer
  • Create a project Proposal
  • Add resources to the Enterprise Resource Pool
  • Specify the initial configuration options
  • Configure time and task tracking settings
  • Configure security using Groups and Categories
  • Import enterprise templates and existing projects
  • Build OLAP Cube and configure resource availability settings
  • Create custom views in both Project Web App and Project Pro
  • Manage PWA day-to-day
  • Modify Project Web App pages and create new Project Site templates
  • Manage the Project Server database on prem

Microsoft Project MVP

Gary Chefetz

Course curriculum

  • 1

    Module 01: Introduction and Technology Overview

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    • Lab Book Core Configuring

    • Student Files

    • 01 Introduction

    • 02 Understanding Project Online

    • 03 Understanding Project Server

    • 04 What is PWA

    • 05 The SharePoint Connection

    • 06 Course Terminology

    • 07 Communications Lifecycle

    • 08 Understanding Core Functionality

    • 09 Permission Modes Overview

    • 10 Create Distribution Groups

    • 11 Synchronize Resources and Users

    • 12 PWA tour

  • 2

    Module 02: The SharePoint Connection

    • 01 Introduction

    • 02 Connect Project Pro to PWA

    • 03 SharePoint Concepts

    • 04 Create a SharePoint Team Site

    • 05 Working on a Deadline

    • 06 Adding Apps

    • 07 Adding Tasks

    • 08 Detour: Synchronizing Project with SharePoint Task List

    • 09 Add SharePoint Task List to PWA

    • 10 Promote Task List to Enterprise Project

    • 11 Customizing Project Sites Adding a Column

    • 12 Customizing Issues List Modify Category Field

    • 13 Customizing Issues List Change Column Ordering

    • 14 Customizing Issues List Copy and Modify a View

    • 15 Customizing Issues List Enable Versioning

    • 16 Customizing Project Sites Adding Webparts

    • 17 Customizing Project Sites Using the Content Editor Webpart

    • 18 Saving Customized Project Site as a Template

  • 4

    Module 04 Planning, Scheduling, and Publishing Options

    • 01 Introduction

    • 02 Add New Year Holiday to Standard Calendar

    • 03 Add Memorial Day to the Standard Calendar

    • 04 Add Additional Holidays

    • 05 Change Working Time in Project

    • 06 Create 4 X 10 Base Calendar

    • 07 Create Additional Base Calendars

    • 08 Setting Publishing Options

    • 09 Understanding Tracking Methods

    • 10 Special Topic Measuring Variance

    • 11 Working with Task Settings

    • 12 Configure Fiscal Periods

    • 13 Create Time Periods

  • 5

    Module 05: Governance and Workflow

    • 01 Introduction and Understanding Project Types

    • 02 Understanding Phases and Stages

    • 03 Understanding Project Detail Pages

    • 04 Create the Project Fields PDP

    • 05 Configure Phases

    • 06 Creating Workflow Stages

    • 07 Create Workflow Stages

    • 08 Download and Install SharePoint Designer 2013

    • 09 Connect and Create a New Workflow

    • 10 Add Actions to the IT Propose Stage

    • 11 Add Transitions to the Develop Stage

    • 12 Configure the Rejected Stage

    • 13 Configure the Select Stage

    • 14 Configure the Plan Stage

    • 15 Configure the Manage Stage

    • 16 Configure the Closeout Stage

    • 17 Configure the Complete Stage

    • 18 Test and Publish the Workflow

    • 19 Create a Project Template

    • 20 Create a New Enteprise Project Type with Workflow

    • 21 Testing Your New EPT

  • 6

    Module 06: Enterprise Resource Pool

    • 01 Introduction and Resource Type Overview

    • 02 Understanding Resource Capacity Calculations

    • 03 Preparing to Edit Resources using Project Pro

    • 04 Create a Generic Resource in PWA

    • 05 Create a New Resource using Project Pro

    • 06 Changing Working Times and Adding Vacation Time

    • 07 Setting Alternate Cost Rates

    • 08 Contouring Resource Availability

    • 09 Importing Resources Preparing Custom Fields

    • 10 Preparing for Resocurce Skill Matching

    • 11 Import Resources using the Import Wizard

    • 12 Creating Material Resources

    • 13 Creating Cost Resources

    • 14 Create a Team Assignment Pool Resource (Team Resource)

    • 15 Batch and Bulk Editing Resources in PWA

  • 7

    Module 07: Configuring Timesheets

    • 01 Introduction Configuring Timesheets

    • 02 Enabling the Timesheet link on the Quick Launch

    • 03 Create New Line Classification

    • 04 Configuring Timesheet Options and Display

    • 05 Configuring Administrative Time

  • 8

    Module 08: Importing Projects

    • 01 Introduction to the Import Project Wizard

    • 02 Resolving Resource Issues with In-progress Tasks

    • 03 Import Additional Projects

    • 04 Change the Project Owner

    • 05 Change the Status Manager for Tasks

  • 9

    Module 09: Configuring Security

    • 01 Introduction to Project Security Mode

    • 02 Relationship-based Security Concepts

    • 03 Permissions Precedence and Cumulative Behavior

    • 04 Modify the My Projects Category

    • 05 Modify Category Permissions for Project Managers Group

    • 06 Working with Security Templates

    • 07 Create a New Security Group for Business Administrators

    • 08 Create a New My System Category

  • 10

    Module 10: Managing PWA and Project Pro Views

    • 01 Introduction to PWA Views

    • 02 Creating Gantt Chart Formats

    • 03 Creating Grouping Formats

    • 04 Copy and Modify a PWA View

    • 05 Create Project Center View to Display Key Dates

    • 06 Create a Project View to Display only Milestone Tasks

    • 07 Create a Project Center View to Display Graphical KPIs

    • 08 Examining the New Views

    • 09 Introduction to Creating Project Pro Views

    • 10 Create a Duration Table

    • 11 Create a Duration Variance Filter

    • 12 Create a Duration Variance View

    • 13 Working with the Enterprise Global

    • 14 My Best Practices Soap Box

    • 15 Create a Publishing Table

    • 16 Create a Usage View for Publishing

    • 17 Add the Publishing View and Table to the Enterprise Global