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Effectively Using Microsoft Project Server

3 Days Classroom Session   |  
3 Days Live Online
Classroom Registration
Group Rate:
(per registrant, 2 or more)
GSA Individual:
Live Online Registration
Live Online:
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Request a Private Onsite Price Quote

Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

This course offers 25.00 NASBA CPEs.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs


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, and practical ideas for implementing the solutions within you organization.

Make better decisions, communicate more effectively, and increase project success with Project Server!

Provide Stakeholders with a single point of access to information
Lower costs and improve operational efficiency
Jumpstart your efforts to create a Project Management Information System (PMIS)
Leave the course with everything you need to manage your enterprise portfolio
Hands-on! Learn by doing and building actual solutions during class
Increase project success immediately with learned skills
Effectively manage both Agile and Waterfall projects
Taught by Project Management and SharePoint experts
Real-world scenarios and examples of how to use Project Server in your organization
Get a handle on resource management in your organization
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Oct 3, 2018 – Oct 5, 2018    10:30am – 5:30pm Live Online Register
Nov 7, 2018 – Nov 9, 2018    8:30am – 4:30pm Dallas, Texas

Microtek Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre, Suite 300
Dallas, TX 75240
United States

Nov 7, 2018 – Nov 9, 2018    10:30am – 5:30pm Live Online Register
Dec 5, 2018 – Dec 7, 2018    10:30am – 5:30pm Live Online Register
Course Outline

1. Overview – Project Server and SharePoint

  • What's New in SharePoint and Project Server 2015/2017
  • Cloud (Office 365) versus On-Premise Project Server 2015/2017
  • Platform Overview and Features
  • Terminology in Project Server 2015/2017
  • Understanding the Queue

2. SharePoint Concepts

  • The SharePoint Hierarchy
  • Permissions Modes
  • Lists and Libraries
  • Workflows

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

  • 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
    • Departments
    • Formulas
  • Enterprise Calendars
  • Time and Task Management Options
  • Timesheets
  • Views

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 2015/2017

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

Download the brochure