3 Day Course
Introduction
Elements of this syllabus are subject to change.
This three-day instructor-led course provides students with the knowledge
and skills to initiate, plan, execute, monitor and control, and close
enterprise projects by using the Microsoft Office Project Server 2007
enterprise tool.
This is the second course in the Microsoft Office Project 2007 Official
Curriculum series and covers the Microsoft Enterprise Project Management (EPM)
Solution.
Audience Profile
This course is intended for experienced project managers and schedulers.
These individuals are capable of managing projects in the Microsoft Office
Project 2007 EPM environment, including project and non-project efforts, risks,
issues, documents, task progress, and timesheets. These individuals should be
familiar with key project management concepts and terminology found in the
Project Management Institute's A Guide to the Project Management Body of
Knowledge (PMBOK Guide), Third Edition, and advanced knowledge and use of
Microsoft Office Project 2007.
At Course Completion
After completing this course, students will be able to:
•
Get started with Office Project Server 2007.
•
Initiate projects.
•
Understand the project planning processes.
•
Plan projects through scope and schedule
management.
•
Plan projects through staffing management plans.
•
Plan resource assignments for projects.
•
Plan projects through cost, risk, and other
planning documents.
•
Execute projects through processes, resources,
and deliverables.
•
Execute projects by managing timesheets and
personal settings.
•
Monitor and control projects by tracking task
and project progress.
•
Monitor and control projects through measuring
project performance and reporting progress.
•
Close projects
Prerequisites
Before attending this course,
students must have:
- Experience using Microsoft Office Project to create project
schedules
- Fundamental knowledge of project management
- Experience with the Windows XP or Windows Vista operating system
- Experience with Microsoft Office Excel 2003
- Familiarity with the key project management concepts and terminology
found in the Project Management Institute's PMBOK Guide, Third
Edition
In addition, it is recommended,
but not required, that students have completed:
- Course 5927: Microsoft Office Project 2007, Managing Project
Course Outline
Module 1: Getting Started with Office Project Server 2007
This module provides insight into
the new features and benefits of Microsoft Office Project Server 2007 that are designed
to meet enterprise project management (EPM) requirements. Additionally, it
explains how to differentiate user interactions and interfaces in Microsoft
Project Web Access and how to work with Office Project Server 2007 from
Microsoft Office Project Professional 2007.
Lessons
- Describing the Enterprise Project Management Context
- Discovering Office Project Server 2007
- Differentiating the Users of Office Project Server 2007
- Working with Office Project Professional 2007 and Office Project
Server 2007
Lab : Creating and Saving a New Project in Office Project Server 2007
- Connecting to Office Project Server 2007
- Creating a New Project in Office Project Server 2007
- Saving a New Project in Office Project Server 2007
After completing this module,
students will be able to:
- Describe the enterprise project management context.
- Describe Office Project Server 2007.
- Identify the users of Office Project Server 2007.
- Work with Office Project Professional 2007 within Office Project
Server 2007.
Module 2: Initiating Projects
Effectively managing the
initiating processes includes setting up a central location to store potential
and approved projects. In this module, students will become familiar with the
project management initiating processes. They will initiate projects in Office
Project Professional 2007 and Office Project Web Access through Office Project
Server 2007. Finally, this module will illustrate how they can use Office
Project Web Access to centrally store and manage project documents.
Lessons
- Understanding Initiating Processes
- Differentiating the Initiating Processes in Project Professional
2007 and Project Web Access
- Managing Initiating Processes by Using Project Web Access
- Managing Documents in Office Project Web Access
Lab : Initiating Projects and Working with Document Files
- Creating an Activity Plan
- Building a Resource Plan
- Creating a Project Workspace
- Managing Documents
After completing this module,
students will be able to:
- Describe the project management initiation processes.
- Differentiate the initiating processes between Office Project
Professional 2007 and Office Project Web Access.
- Create and manage proposals, activity plans, and resource plans.
- Manage documents in Project Web Access 2007
Module 3: Planning Projects Context and
Framework
This module describes the project
management plan and then explains how students can effectively use Office
Project Web Access and Office Project Professional 2007 to connect to Office
Project Server 2007 in their planning processes.
Lessons
- Understanding the Project Management
Plan
- Differentiating the Office Project
Server 2007 Client Software
After completing this module,
students will be able to:
- Describe the project management plan.
- Compare the uses of Office Project Web Access and Office Project
2007 in the planning processes.
Module 4: Planning Projects Scope and
Schedule Management
This module explains the scope
management plan and the schedule management plan and describes how students can
implement these two plans with Office Project Server 2007.
Lessons
- Developing Components of the Scope
Management and Schedule Management Plans
- Working with Deliverables
Lab : Working with Tasks, Milestones, and Deliverables
- Entering WBS, Tasks, and Milestones
- Creating the Project Schedule
- Creating Project Deliverables
- Managing Dependencies on Deliverables
After completing this module,
students will be able to:
- Establish the scope management and
schedule management plans.
- Work with deliverables.
Module 5: Planning Projects Staffing
Management Plan
This module describes the concept
of a staffing management plan and how students can implement that plan by using
Office Project Server 2007 for different types of organizational structures.
This module also identifies the other types of resources available for project
teams along with how to manage an organization's overall resource capacity in
Office Project Server 2007.
Lessons
- Building a Project Team
- Managing Resource Availability
Lab : Managing Enterprise Resources
- Building the Project Team
After completing this module,
students will be able to:
- Build a project team
- Manage resource availability.
Module 6: Planning ProjectsResource Assignments
This module explains the new
concepts and processes that are involved in the assignment cycle and shows how
to resolve enterprise resource overallocations.
Lessons
- Understanding the Assignment Cycle
- Resolving Resource Overallocation
Lab : Working with Assignments
- Assigning Resources
- Self-Assigning to a Team Task
- Reassigning Assignments
- Leveling Overallocation with Enterprise
Resources
After completing this module,
students will be able to:
- Describe the assignment cycle
- Resolve resource overallocation
Module 7: Planning Projects Cost,
Risk, and Other Management Plans
This module begins by describing
the concept and implementation of a cost management plan in Office Project
Server 2007. Students will learn about the risk management plan and how Office
Project Server 2007 supports their need to deal with project risk factors.
Additionally, other types of management plans are explained in the context of
how they are supported by Office Project Server 2007.
Lessons
- Developing Components of the Cost
Management Plan
- Developing Components of the Risk
Management Plan
- Linking Planning Documents and Using the
Team Discussion Feature
Lab : Planning Projects Cost,
Risks, Issues, and Other Planning Documents
- Entering Costs for Resources
- Customizing Risk Items
- Customizing Issue Items
- Uploading Project Documents to the
Project Workspace
After completing this module,
students will be able to:
- Develop components of the cost
management plan.
- Develop components of the risk
management plan.
- Link planning documents and use the Team
Discussion feature.
Module 8: Executing Projects, Processes,
Resources, and Deliverables
In this module, students will
learn how Office Project Server 2007 facilitates and expedites the execution of
the project management plan through resource assignment, team building, and
project deliverable management.
Lessons
- Understanding Executing Processes
- Managing Resources and Deliverables
Lab : Modifying the Project Team and Managing Deliverables
- Modifying the Project Team and Managing Deliverables
- Managing Deliverables
After completing this module,
students will be able to:
- Describe the executing processes.
- Manage the executing processes by
working with various resources
Module 9: Executing Projects, Managing
Timesheets, and Personal Settings
In this module, students will
work with timesheets in the team member, resource manager, and project manager
roles. They will learn how administrative time is captured. Finally, they will
configure Office Project Web Access to provide personal alerts and reminders to
help them keep track of project activities.
Lessons
- Working with Timesheets
- Reporting Administrative Time
- Configuring Personal Settings
Lab : Using Timesheets and Reporting Administrative Time
- Using Timesheets
- Reporting Non-Project Work
After completing this module,
students will be able to:
- Work with timesheets.
- Report administrative time.
- Configure personal settings.
Module 10: Monitoring and Controlling Projects, Tracking Task, and Project Progress
In this module students will
track task progress and updates in Office Project 2007 and Office Project Web
Access 2007. They will also use the Office Outlook 2007 integration as an
alternative method to track task progress and submit updates.
Lessons
- Understanding the Monitoring and
Controlling Processes
- Working with Task Progress and Updates
in Project Web Access
- Working with Task Progress by Using
Office Project 2007
- Tracking and Viewing Task Information by
Using Outlook 2007
Lab : Tracking Task Progress
- Tracking Task Progress by Using Office
Project 2007
- Tracking Task Progress by Using Office Project
Web Access
After completing this module,
students will be able to:
- Describe the monitoring and controlling
processes.
- Work with task progress and updates by
using Office Project Web Access.
- Work with task progress and updates by
using Office Project 2007.
- Track and view task information by using
Office Outlook 2007.
Module 11: Monitoring and Controlling Projects, Measuring Performance, and Reporting Progress
Office Project Web Access
provides features that help the project manager make informed decisions. In
this module students will learn about status reports and their functions, and
they will review performance metrics and progress reports.
Lessons
- Understanding Status Reports
- Reviewing Performance Metrics and Progress
Reports
Lab : Preparing Status Reports and Analyzing Progress Reports
- Preparing a Status Report
- Analyzing Project Progress in Project
Center Views
- Analyzing Project Progress in Project
Report Center
After completing this module,
students will be able to:
- Describe status reports and their
function.
- Review performance metrics and progress
reports.
Module 12: Closing Projects
Office Project Server 2007 can
also help with the management of closing activities and the storage and
disposal of project information. In this module, students will learn about the
Closing process and the support provided for it by Office Project Server 2007.
Lessons
- Understanding the Closing Process
- Supporting The Closing Process
Lab : Creating and Saving an Enterprise Template
- Creating and Saving an Enterprise
Template
After completing this module,
students will be able to:
- Describe the closing process.
- Support the closing process with Office Project 2007