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Managing Project Online

An introduction to Microsoft Project Online. It is targeted at organisations who have not previously had an Enterprise Project Management System. In the course you will review the features and options with Project Online. The course is a first step for those who will be the administrators and/or power users within the organisation. The two day duration assumes this is a follow on from one of the two consultancy services offered.

Description

Course Outline:

  • Planning to Deploy Project Online
  • Configuring Project Online
  • Configuring Project Clients
  • Defining Project Server Settings
  • Managing Project Server Security
  • Managing Time and Task Management Settings
  • Customizing Project Workspaces
  • Administrating Project Server Tasks
  • Configuring Project Online Portfolio Dashboard and Power BI Templates

Module 1: Planning to Deploy Project Online

  • What is Project Online?
  • What can Project Online do that Project can’t?
  • Identify Requirements
  • Plan Custom Fields, Views and Reports
  • Project Server vs SharePoint Server Security Models
  • Understanding Resource Engagements and Requests

Module 2: Configuring Project Online

  • Configuring Project Online
    • Provision Project Web Access Site
    • Set Security Model

Module 3: Configuring Project Clients

  • Microsoft Office Project Professional
    • Create Project Server profiles

Module 4: Defining Project Server Settings

  • Create Enterprise Custom Fields
  • Resource Breakdown Structure (RBS)
  • Department Field
  • Configure Enterprise Global template
  • Create Enterprise Calendars
  • Configure Additional Server Settings
  • Configure Active Directory Enterprise Resource Pool Synchronization

Module 5: Managing Project Security

  • Overview of Project Server Security vs SharePoint Security Model
  • Setting up SharePoint Security
  • Setting up Project Server Security

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