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Microsoft Project Server 2013 Administration

2 Days Classroom Session   |  
2 Days Live Online
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This course can be tailored to your needs for private, onsite delivery at your location.

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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.


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:
    14.00 PMP/PgMP Technical PDUs


Microsoft Project Server 2013 is a SharePoint application that allows project managers to publish their projects from Microsoft Project Professional to a centralized database where project, task and resource information can be shared with executive management, resource managers, project resource team members and other project managers. This role based software has a simplified, non-technical interface that allows the Project Server Administrator to add users, set security permissions and modify the look and feel of Project Server without requiring the technical background of a SharePoint programmer or database manager.

This instructor led, 2-day Microsoft Project Server Administrator training course will teach the student how to change the settings and features of the organization's Project Server installation to support the project management processes that are intended to be used by their organization. The course will also teach the non-technical functions for supporting the day to day operation of Project Server. Note: (On Premise Only) means that you will be using a project server that belongs to your organization within the company domain and have full access to Project Server and SharePoint Central Administration controls.

Manage users, groups and categories
Create custom fields, including custom formulas, indicators and lookup tables
Create custom Project Center Enterprise roll up views, project detailed views, resource views, and task work views
Manage enterprise data (custom fields, calendars, views, etc.)
Understand the Enterprise Global and its relationship to the Project Client global
Create and modify project calendars
Manage time and task tracking
Backup and restore project information from the application (not a SQL backup or restore)
Work with OLAP Cubes
Setup and manage Project Server Work Flows
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run

There aren’t any public sessions currently scheduled for this course, but if you fill out the form below, we can tell you about how we can bring this course to you!

Course Outline

1. PWA Security
        a. User and Resource Management
        b. SharePoint Permissions Mode
                  i. Security Groups
                 ii. Assigning Permissions
        c. Project Server Permissions Mode
                  i. Customizing Groups
                 ii. Managing Categories
                iii. Security Templates
        d. Delegation
                  i. Managing Delegation
        e. Labs
                  i. Adding, Updating, and Removing Users
                 ii. Customizing Security Permissions

2. Configuring Enterprise Options
        a. Enterprise Data Fields
                  i. Security Groups
                 ii. Assigning Permissions
                iii. Graphical Indicators
                iv. Security Groups
                 v. Assigning Permissions
        b. Enterprise Calendars
        c. Time and Task Management Options
                  i. Customizing Groups
                 ii. Managing Categories
                iii. Security Templates
                iv. Task Options
                 v. Fiscal Periods
        d. Views
                  i. Customizing Views
                 ii. Creating Views
        e. Navigation
         f. Alerts and Reminders
        g. Labs
                  i. Configuring Custom Fields
                 ii. Setting up Red, Yellow, and Green Indicators and Dashboard columns
                iii. Configuring Timesheets
                iv. Configuring Task Updates
                 v. Customizing your Views & Navigation
                vi. Setting up Alerts

3. Server Options
        a. Currencies
        b. Alerts and Reminders
        c. Queue Management
                  i. Queue Settings
                 ii. Managing Jobs
        d. OLAP Databases
        e. Backups
         f. Labs
                  i. Managing the Queue
                 ii. Configuring OLAP Reporting
                iii. Setting up and restoring backups

4. Working with Projects and MS Project
        a. Enterprise templates
        b. Managing Project Site Provisioning and Sites
        c. Converting Enterprise Project Types
        d. Managing Security
        e. Labs
                  i. Creating Enterprise Templates

5. Project Workflows and Governance
        a. Understanding Enterprise Project Types
        b. Working with Phases and Stages
        c. Creating Project Detail Pages
        d. Creating Site Templates
        e. Creating Project Templates
         f. Building Workflows
        g. Labs
                  i. Setting up a Custom Enterprise Workflow
                 ii. Creating a Custom Site Templates

6. Resource and Assignment Planning
        a. Enterprise Resource Concepts
        b. Creating Resources
        c. Resource sync
        d. Resource Breakdown Structure (RBS)
        e. Labs
                  i. Managing Resources
                 ii. Setting up the RBS

7. Reporting and Business Intelligence
        a. What is BI?
        b. Available Data in Project Server
        c. What is OLAP?
        d. Excel and Excel Services
        e. The BI Center and Sample Reports
         f. Creating Reports
        g. Visual Reports in Microsoft Project 2013
        h. Labs
                  i. Developing a custom SharePoint dashboard
                 ii. Designing Reports

Who should attend

This course is geared towards those individuals within your organization who will plan the deployment of SharePoint and Project Server 2013 and who may need a better understanding of the day-to-day Project Server administrative tasks that are available in Project Web App. The Project Server Administrator should be familiar with the principals of project management and Microsoft Project. In this position the Project Server Administrator will be responding to requests by executive management, business representative, project managers or the Project Management Office (PMO) for project information, resource information and views.


Some specific job roles include:

  • Project Server Administrators- Those individuals who will have administrative privileges for Project Server and will perform the duties required to configure and maintain Project Server
  • Project Management Office (PMO)- Those individuals who help to define and maintain project management standards and practices throughout the organization.
  • Active Directory Administrators- Those individuals responsible for setting up individual email accounts and security groups in the Active Directory service that will be mapped to the Project Server Enterprise Resource Pool and Project Server security groups.
  • SharePoint Server Farm Administrators- Those individuals responsible for administering the SharePoint Server Central Administration web site and ensuring that Project Server 2013 features and functionality are available.

Understanding of Project Management and Microsoft Project is helpful but not required.