Managing Projects from Foundation to Enterprise
using Microsoft Office Project Server 2007 Exam Prep

PMPs Earn 35 PDUs

Open-enrollment Classes Available

Syllabus in PDF Format

Course Overview

This comprehensive 5-day course targets the skills and knowledge needed to pass the Microsoft 070-633 certification exam (Microsoft Office Project Server 2007, Managing Projects). This course covers Microsoft Office Project 2007 basics, how to use Microsoft Office Project 2007 with Microsoft Office Project Server 2007 to manage enterprise projects, and how the Project Server administrator customizes the Project Server 2007 environment.

Target Audience

This course is a must for anyone who serves as a project manager or a portfolio manager in an enterprise project management environment and who wants to take the Microsoft 070-633 certification exam (Microsoft Office Project Server 2007, Managing Projects).

Pre-Requisites

Although not required, it is helpful for students to have hands-on project management experience and knowledge of project management principles.

Learning Objectives

After completing this course, you will be able to:

• Describe the stages of the project management process
• Understand the Microsoft Project user interface
• Understand the Microsoft Project Data Model as it relates to Views, Tables, Filters, and Groups
• Describe the project communication life cycle used with Project Server
• Understand and use the Project Web Access user interface
• Create Proposals, Activities, and Resource Plans
• Define and save a new enterprise project, open an enterprise project, and work with offline projects
• Perform basic task planning and understand how to properly use task dependencies and task constraints
• Add resources to a project team, assign resources to tasks, and level overallocated resources
• Analyze the Critical Path and Task Drivers
• Save a baseline and publish a project
• Manage project Deliverables and Deliverable dependencies
• Track time and task progress
• Use Outlook to track task progress
• Approve and update time, task progress, and administrative time requests
• Analyze project variance, revise a plan, and manage project changes
• Report on project progress using Visual Reports
• Manage personal settings
• Work with Risks, Issues, Documents, and Tasks in a Project Workspace
• Create and manage Status Reports
• Analyze resource availability and view resource assignments in the Resource Center
• View the Project Portfolio in the Project Center
• Perform portfolio analysis using the Portfolio Analyzer
• Create custom enterprise Calendars
• Create custom enterprise Fields and Lookup Tables
• Add resources to the Enterprise Resource Pool
• Create custom Views in Project Web Access
• Create custom Data Analysis views in Project Web Access
• Understand the testing environment for the Microsoft 070-633 certification exam

Topical Outline

Module 1: Project Management Overview

• Project Management Theory
• The Project Management Process
• Definition
• Planning
• Execution
• Control
• Closure

Microsoft Office Project 2007 Overview

• Introducing the Global.mpt File
• Using the Project Guide
• Understanding the Planning Wizard
• Navigating in Microsoft Office Project 2007
• Tips for Using the Scroll Bars
• Using the Zoom In and Zoom Out buttons
• Using the Scroll to Task button
• Using Screen Tips and Tool Tips
• Understanding Gantt Chart Symbols
• Reading a Gantt Chart
• Understanding Gantt-Optimized Scheduling Benefits
• Creating a Three-Tiered Timescale Bar

Inside Microsoft Office Project 2007

• Understanding the Microsoft Project Data Model
• Understanding Views
• Using Single-Pane and Combination Views
• Understanding Tables
• Understanding Filters
• Understanding Groups

Introducing Microsoft Project Server

• What Is Microsoft Office Project Server?
• Understanding Project Management Theory
• Understanding Enterprise Project Management Terminology
• Understanding Project Server Terminology
• Enterprise Project
• Enterprise Resource
• Check In and Check Out
• Using Enterprise Resource Management Tools
• Understanding the Communications Life Cycle
• Additional Collaboration and Management Tools
• Understanding Windows SharePoint Services
• Understanding Project Server Databases
• Understanding Portfolio Analysis
• Understanding Enterprise Global Concepts
• Opening the Enterprise Resource Pool
• Understanding Custom Fields
• Understanding the Default Method of Tracking Progress
• Defining a Current Task

Preparing to Use Project Server

• Using the Project Web Access User Interface
• Using the Quick Launch Menu
• Using Context-Sensitive Menus
• Using the Action Bar
• Manipulating the Data Grid
• Printing the Data Grid
• Exporting the Data Grid to Excel
• Setting Up a Login Account in Project Professional 2007

Working with Proposals and Activities

• Understanding Proposals and Activities
• Creating a Proposal
• Creating a Proposal from a SharePoint List
• Editing an Existing Proposal
• Creating an Activity plan
• Creating an Activity plan from a SharePoint List
• Creating a Resource Plan
• Building a Team on a Resource Plan
• Reserving Resource Availability in a Resource Plan
• Building a Team on a Proposal or Activity plan
• Importing Resources from a Resource Plan
• Manually Adding Resources to the Team
• Assigning Resources to Tasks
• Publishing a Proposal or Activity plan
• Linking Documents to a Proposal or Activity plan

Creating Enterprise Projects

• Converting a Proposal to an Enterprise Project
• Creating an Enterprise Project Using Project Professional 2007
• Defining an Enterprise Project
• Set the Project Start Date and Enterprise Field Values
• Enter the Project Properties
• Display the Project Summary Task
• Set the Project Working Schedule
• Set Options Unique to the Project
• Save the Project
• Understanding the Local Cache
• Adjusting Local Cache Settings
• Viewing Local Cache Contents
• Cleaning Up the Local Cache
• Opening and Closing Projects
• Working with Offline Projects
• Importing Projects

Task Planning

• Using a Task Planning Process
• Understanding Change Highlighting
• Planning Project Tasks
• Entering and Editing Tasks
• Moving Tasks
• Inserting Tasks
• Deleting Tasks
• Creating the Work Breakdown Structure (WBS)
• Creating Milestones
• Adding Task Notes and Cell Background Formatting
• Using Task Dependencies
• Understanding Task Dependencies
• Setting Task Dependencies
• Removing a Task Dependency
• Using Lag Time with Dependencies
• Using Lead Time with Dependencies
• Setting Task Constraints and Deadline Dates
• Setting Constraints
• Adding Notes on Tasks with Constraints
• Setting Deadline Dates
• Assigning Task Calendars
• Estimating Task Durations

Resource and Assignment Planning

• Understanding Enterprise Resources
• Building a Project Team
• Filtering Resources in the Build Team Dialog
• Grouping Resources in the Build Team Dialog
• Viewing Resource Information in the Build Team Dialog
• Adding Resources to Your Project Team
• Matching and Replacing Resources in the Build Team Dialog
• Using Proposed vs. Committed Booking
• Using Local Resources in a Project Team
• Assigning Resources Using the Task Entry View
• Understanding the Duration Equation
• Understanding Task Types
• Understanding Effort Driven Scheduling
• Assigning Resources Using the Assign Resources Dialog
• Assigning Cost Resources
• Assigning a Budget Cost Resource
• Assigning an Expense Cost Resource
• Using the Resource Substitution Wizard
• Preparing a Project for the Resource Substitution Wizard
• Running the Resource Substitution Wizard
• Leveling Overallocated Resources
• Using a Leveling Methodology
• Leveling an Overallocated Resource
• Viewing Leveling Results
• Clearing Leveling Results
• Setting Task Priority Numbers

Project Execution

• Analyzing the Critical Path
• Understanding Task Drivers
• Working with Project Baselines
• Saving a Project Baseline
• Saving Over a Previous Baseline
• Clearing the Project Baseline
• Understanding Publishing
• Setting Publishing Options
• Publishing an Enterprise Project
• Changing the Status Manager for Task Assignments
• Managing Project Deliverables
• Adding a New Deliverable in Project Professional 2007
• Adding a New Deliverable in Project Web Access
• Updating Deliverables in Project Professional 2007
• Adding a New Deliverable Dependency

Tracking Time and Task Progress

• Tracking Time in Project Web Access
• Creating a New Timesheet
• Understanding the Timesheet
• Entering Time in the Timesheet
• Editing an Existing Timesheet
• Submitting a Timesheet for Approval
• Recalling a Submitted Timesheet
• Deleting a Timesheet
• Responding to a Rejected Timesheet
• Planning Administrative Time
• Creating a Timesheet for Someone Else
• Tracking Task Progress in Project Web Access
• Understanding the My Tasks Page
• Understanding the Assignment Details Page
• Reporting Progress from the My Tasks Page
• Reporting Progress from the Assignment Details Page
• Importing Progress from the My Timesheet Page
• Using Other Task Activities
• Reassigning Work to Another Resource
• Self-Assigning Team Tasks
• Creating a New Task
• Deleting Tasks
• Creating a New Personal Activity Plan
• Using the Task Center

Working with Outlook

• Installing the Outlook Add-In
• Setting Options for the Outlook Add-in
• Managing Project Tasks in Outlook

Approving Time and Task Progress

• Viewing Unsubmitted Timesheets
• Viewing and Adjusting Submitted Timesheets
• Adjusting Timesheet Updates
• Approving Timesheets
• Approving High-Level Timesheet Information
• Approving Detailed Timesheet Information
• Recalling an Approved Timesheet
• Approving Administrative Time Requests
• Viewing Task Updates
• Approving Task Updates
• Approving Task Updates from within Project Professional 2007
• Rescheduling Uncompleted Work in Past Reporting Periods
• Publishing the Latest Schedule Changes
• Viewing the Task Updates History
• Setting Rules for Accepting Task Updates
• Updating Cost Resource Information
• Closing Tasks to Update
• Axioms for Success with Tracking Progress

Variance Analysis and Plan Revision

• Understanding Variance
• Understanding Variance Types
• Analyzing Project Variance
• Analyzing Date Variance
• Analyzing Work Variance
• Analyzing Cost Variance
• Revising a Project Plan
• Potential Problems with Revising a Plan
• Using a Change Control Process
• Inserting New Tasks in a Project
• Rebaselining Your Project
• Backing Up an Original Baseline
• Rebaselining Only Unstarted Tasks

Project Reporting

• Reporting in Microsoft Office Project 2007
• Printing Views
• Using Page Setup
• Creating a Header or Footer
• Using the Print Dialog
• Printing Reports
• Understanding Report and View Interaction
• Understanding Report Definition
• Creating Custom Reports
• Creating Custom Monthly Calendar Reports
• Creating Custom Crosstab Reports
• Using Visual Reports
• Viewing a Visual Report
• Customizing a Microsoft Office Excel 2007 Visual Report
• Customizing a Microsoft Office Visio 2007 Visual Report
• Saving Local OLAP Cube Data
• Creating Visual Report Templates
• Editing Visual Report Templates
• Managing Your Visual Report Templates

Managing Personal Settings

• Overview of Personal Settings
• Changing Your Password
• Setting Alerts and Reminders for Yourself
• Setting Reminders for your Resources
• Managing My Queued Jobs

Working with the Project Workspace

• Understanding the Project Workspace
• Managing Risks
• Viewing Risks
• Creating and Editing Risks
• Linking Risks to Tasks, Issues, Documents, and Other Risks
• Managing 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 Folder in a Library
• Working with Existing Documents in a Library
• Viewing Document Properties
• Editing Document Properties
• Checking Out/Checking In a Document
• Editing a Document
• Deleting a Document
• Working with the Versions History
• Sending a Document to Another Location
• Managing Tasks
• Creating and Editing a Personal Task
• Using Other Workspace Content
• Using Calendars
• Using Team Discussions

Advanced Features of Windows SharePoint Services

• Overview of Advanced Features
• Editing in a Datasheet
• Adding a New Row
• Using the Task Pane
• Exporting to Access and Excel
• Displaying Totals
• Refreshing Datasheet Data
• Exporting to a Spreadsheet
• Opening with Access
• Creating a Visio Diagram
• Viewing an RSS Feed
• Setting Alerts
• Adding a Column
• Creating Custom Views
• Modifying List Settings
• Modifying General Settings for Risks and Issues
• Modifying General Settings for Documents
• Modifying Columns Settings
• Creating New Site Content
• Editing the Site Page Layout
• Manage the Site Settings

Working with Status Reports

• Requesting a Status Report
• 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

Working in the Resource Center

• Using the Resource Center
• Applying Resource Center Views
• Selecting and Deselecting Resources
• Viewing Resource Availability
• Editing Resource Details
• Bulk Editing Resource Details
• Opening a Resource for Editing
• Viewing Resource Assignments

Working in the Project Center

• Using the Project Center
• Using Project Center Views
• Opening a Project from the Project Center
• Accessing the Project Workspace from the Project Center
• Editing Project Details
• Closing a Project to Updates
• Checking In a Project
• Working with Detailed Project Views
• Building a Project Team
• Creating a Resource Plan

Working with Project Server Analysis

• Understanding the Need for Project Analysis
• Using Portfolio Analyzer Views
• Customizing a Portfolio Analyzer View
• Using the Portfolio Analyzer Toolbars
• Tips for Using the Portfolio Analyze

Creating Custom Enterprise Fields and Calendars

• Using Custom Fields
• Why Enterprise Fields Are Important
• Understanding Enterprise Field Types
• Defining and Editing Lookup Tables
• Creating a Lookup Table
• Modifying an Existing Lookup Table
• Defining a Custom Field
• Making Fields Required
• Creating a Custom Field with a Lookup Table
• Creating a Custom Field with a Formula
• Displaying Graphical Indicators in Custom Fields
• Deleting a Custom Field or Lookup Table
• Creating Enterprise Calendars
• Setting Company Holidays
• Setting the Daily Working Schedule
• Creating a New Base Calendar
• Importing a Base Calendar from a Project

Building and Managing the Enterprise Resource Pool

• Enterprise Resource Pool Overview
• Understanding Enterprise vs. Local Resources
• Understanding Enterprise Resource Types
• Creating Work Resources
• Entering General Information
• Changing Working Time
• Entering Cost Information
• Entering Resource Notes
• Using the Custom Fields Page
• Creating Non-Work Resources
• Creating Material Resources
• Creating Generic Resources
• Creating Cost Resources
• Creating Team Resources

Creating and Managing Views

• Understanding Views
• Managing Project Web Access Views
• Copying and Modifying Views
• Deleting Views
• Creating Custom Views in Project Web Access
• Creating a Custom Project View
• Creating a Custom Project Center View
• Creating a Custom Resource Assignments View
• Creating a Custom Resource Center View
• Modifying My Work Views
• Creating a Custom Resource Plan View
• Modifying a Team Tasks View
• Creating a Custom Team Builder View
• Modifying the My Timesheet View
• Creating a Data Analysis View

Creating Data Analysis Views

• Understanding OLAP Cubes
• Creating a Custom Data Analysis View
• Understanding the PivotTable Field List Dialog
• Creating the PivotTable
• Formatting the PivotChart
• Using the Data Analysis Toolbars
• Creating Useful Data Analysis Views
• Using the Assignment OLAP Cubes
• Using the WSS OLAP Cubes
• Using the Timesheet Cubes
• Using the Project OLAP Cube
• Using the Resource OLAP Cubes
• Using the Task OLAP Cube