Download CPS 1604 Administering and Configuring Project Online

CPS 1604 Administering and
Configuring Project Online
Course Overview
Produced by Sam Graber
CPS 1604 Administering and Configuring Project
Online
1.1
Who should attend?
This course is aimed at members of a Project Management Office who need to administer Project
Online. It will also benefit members of the IT department of an organisation deploying Project Online.
1.2
Learning Objectives
By the end of this course delegates will be able to:
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Create custom fields using a range of types of information
Create views in Microsoft Project Professional and Project Web App
Create and administer enterprise calendars
Create and manage enterprise resources
Establish and maintain a permission model
Create and maintain Enterprise Project Types
Create and maintain resource engagements
Configure task updates and time sheet solutions
Create project site templates
Pre-requisites
Some prior knowledge of Microsoft Project Professional would be beneficial for this course. Knowledge
or experience of project management methodologies would also be useful.
1.4
Timings
This is a five day course that typically runs from 09:30 to 16:30 with an hour for lunch.
1.5
Location
This course may be delivered at our premises in Marlow, Buckinghamshire, or at your location
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FURTHER INFORMATION
2.1
Course Content
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Custom Fields
o Introduction to Custom Fields
o Types of Custom Fields
o Creating Custom Fields
o Creating a Lookup Table
Creating Views in MS Project
The Organizer
o Using the Organizer
Calendars
o Calendar options
o Creating or Editing Calendars
o Work Weeks
o Exceptions
Managing Views in Project Web App
o Managing and Creating Views
o Grouping Formats
o Gantt Chart Formats
Quick Launch
o Modifying a Link
o Creating a New Link
o Deleting a Link
Editing the home page of Project Web App
The Enterprise Resource Pool
Creating New Resources
o Creating a Single Resource in Project Web App
o Editing Resources
o Creating and Maintaining Resource Engagements
o Viewing Resource Availability
o Viewing Resource Assignments
Queue And Database Administration
o Managing The Queue
Deleting Enterprise Objects
Force Check in Enterprise Objects
Enterprise Permissions
o Introduction to Project Server and SharePoint Permission Modes
o Switching between modes
Manage Delegates
Operational Policies
Additional Server Settings
o Enterprise Settings
o Currency Settings
o Active Directory Resource Pool Synchronisation
o Connected SharePoint Sites
Workflow and Project Detail Pages
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Task and Timesheet Management
Task Updates
o Timesheet
o Line Classifications
o Timesheet Settings and Defaults
o Administrative Time
o Manage Timesheets
o Timesheet Managers
Workflow and Project Detail Pages
o Demand Management Overview
o Workflows
o Enterprise Project Types (EPTs)
 Auto numbering within EPT’s
o Project Detail Pages (PDPs)
Project Site Templates
o Creating the first Project Site template
o Enabling the Project Functionality Feature
o Customising the Project Site Template
o Lists and Libraries
o Introduction
o Creating an App
o List / Library Settings
o General Settings
o Permissions and Management
o Columns
o List Columns
o Site Columns
o Views
o Content Types
o Introduction – What are content types?
o Edit Page – structure through web parts
o Structuring content
o Web Part Tools
o Reusing Web Parts
o List Views
o Saving and Deploying the Project Site Template
Business Intelligence
o Introduction to Business Intelligence
o Creating ODATA feeds
o Creating an excel report using ODATA
Customising a course
At the start of the training course the trainer will establish the needs of the delegates and tailor the
course contents as much as possible in order to meet those needs. Where there are specific objectives
to be met by an organisation then the course may be tailored accordingly.
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2.3
Associated Courses
CPS 1605 Administering and Configuring Project Server 2016
CPS 1604 Administering and Configuring Project Online | Page 5 of 5