Collaborating on Enterprise Project Teams
using Microsoft Office Project Server 2003

Syllabus in PDF Format

Course Overview

In this 3½-hour course, project team members learn how to effectively use Project Web Access for task updating, reporting, and team collaboration.

Target Audience

This course is for everyone who is a member of an enterprise project team and is expected to update progress in the Project Server system and to use the team collaboration tools.

Pre-Requisites

None.

Learning Objectives

After completing this course, you will be able to:

• Describe the project communication life cycle used with Project Server
• Understand and use the Project Web Access user interface
• Track and update task progress in Project Web Access and in Outlook
• Create new tasks and assignments, delegate tasks, and add notes to tasks
• Set up e-mail notifications and reminders from Project Server
• Submit risks, issues, and documents associated with a project
• Respond to Status Report requests
• Create and manage To-Do lists

Topical Outline

Module 1: Introducing Microsoft Project Server

• What Is Microsoft Project Server?
• Applying Enterprise Project Management Terminology to Microsoft Project Server
• Understanding the Project Communications Life Cycle in Project Server
• Additional Collaboration and Management Tools

Module 2: Project Web Access Overview

• Using the Project Web Access User Interface
• Menu Bar
• Actions Pane
• Customization Tabs
• Action Bar
• Manipulating the Data Grid
• Printing the Data Grid
• Exporting the Data Grid to Excel

Module 3: Tracking Progress through Project Web Access

• Working with Tasks in Project Web Access
• Understanding the Timesheet
• Timesheet indicators
• Understanding the Timesheet Toolbar
• Activities Available from the Actions Pane
• View Options
• Filtering, Grouping and Searching the Timesheet View
• Displaying the Gantt Chart View
• Current Tasks vs. All Tasks
• Reporting Progress in the Timesheet
• Setting Up the Timesheet to Enter Actuals
• Entering and Submitting Progress
• Using Other Task Activities
• Rejecting a Task
• Delegating a Task
• Creating a New Task
• Assigning Yourself to an Existing Task
• Hiding Tasks
• Inserting Task Notes
• Linking Documents to Tasks
• Linking Issues to Tasks
• Linking Risks to Tasks
• Managing Project Tasks in Outlook
• Notifying Managers of Working Day Changes

Module 4: Working with Outlook

• Managing Project Tasks in Outlook
• Automatically Import Project Tasks into Outlook
• Displaying Project Web Access in Outlook

Module 5: Using the Home Page

• Using Features from the Home Page
• Changing Your Password
• Setting Alerts and Reminders for Yourself
• Setting Reminders for your Resources
• Taking Project Web Access Offline

Module 6: Working with Risks, Issues, and Documents

• Working with Risks, Issues, and Documents
• Working with Risks
• Viewing Risks
• Creating and Editing Risks
• Attaching Risks to Tasks, Issues, Documents, and Other Risks
• Working with Issues
• Viewing Issues
• Creating and Editing Issues
• Attaching Issues to Other Issues, Tasks, Risks, and Documents
• Working with Document Libraries
• Viewing Document Libraries
• Creating a New Document Library
• Using a Document Library
• Uploading Documents to a Library
• Creating a New Document in a Library
• Creating a New Folder in a Library
• Working with Existing Documents in a Library
• Viewing Document Properties
• Editing Document Properties
• Editing in a Microsoft Office Application
• Deleting a Document
• Checking Out/Checking In a Document
• Working with the Versions History
• Discussing a Document
• Using the Project Workspace
• Discussing a Document

Module 7: Working with Status Reports

• Requesting a Status Report
• Creating a New Status Report Request
• Editing and Deleting Status Reports
• Responding to a Status Report Request
• Submitting an Unrequested Status Report
• Viewing the Status Reports Archive
• Viewing Status Report Responses
• Viewing Unrequested Status Reports

Module 8: Working in the Project Center

• Working in the Project Center
• Accessing Risks, Issues, and Documents from the Project Center
• Using Project Center Views
• Working with Detailed Project Views
• Organizing Your Saved Links
• Working with To-Do Lists