Microsoft Office Project Server 2007, Managing Projects and Programs

Audience

This course is intended for project managers, program managers, members of the project management office, or participants in the deployment of an EPM solution, who are responsible for managing, analyzing, and reporting on projects and programs in the Microsoft Office EPM environment. Further, these individuals are able to refine the Office EPM environment to create solutions to business problems. A solid understanding of key project management concepts and terminology as found in the Project Management Institute’s (PMI), A Guide to the Project Management Body of Knowledge (PMBOK Guide), Third Edition, and in PMI’s The Standard for Program Management is recommended. Additionally, substantial hands-on experience is recommended in Microsoft Office Project Professional 2007, Project Server 2007, and Project Web Access prior to attending the course.

At Course Completion

After completing this course, students will be able to:

  • Define project, program, and portfolio management and explain their interrelationships in an enterprise environment.
  • Describe the architecture and components of the Microsoft Office Enterprise Project Management Solution and navigate the key interfaces of Office Project 2007, Project Server 2007, and Project Web Access.
  • Define a standardized methodology for program governance.
  • Propose and apply updates to an enterprise environment.
  • Define a program by establishing its characteristics and parameters and delineate program benefits.
  • Deliver the detailed plan of a program and optimize the program for time, cost, and resources in order to establish a program baseline.
  • Define program resources, and after identifying the critical resources, review and update the program plan and baseline.
  • Track the work of the program resources in timesheets and the task progress of the program in Project Web Access and Project 2007.
  • Define Earned Value Management (EVM) and perform EVM, including metrics, variances, and performance indexes, in order to create forecasts and make effective adjustments to the program.
  • Use Project Center and the Data Analysis (OLAP Cube) feature to view and report the status of a program and to make forecasts.
  • Configure project workspaces to meet the needs of a program.
  • Describe the closing process for a program and propose changes to the enterprise environment based on the

    Lessons

    learned through a program life cycle.

Microsoft Certified Professional Exams

This course will help the student prepare for the following Microsoft Certified Professional (MCP) exam:

  • There are no Microsoft exams associated with this course.

Prerequisites

Before attending this course, students must have:

  • Fundamental knowledge of project management.
  • Experience using Microsoft Office Project to create project schedules.
  • Experience using Microsoft Office Project Web Access.
  • Experience with Microsoft Office Project Server, preferably Office Project Server 2007.
  • Experience with the Microsoft Windows XP or Windows Vista operating system.
  • Experience with Microsoft Office Excel 2003 or 2007.

In addition, it is recommended, but not required, that students have:

  • Familiarity with the key project management concepts and terminology found in the PMBOK Guide - Third Edition.
  • Familiarity with the key program management concepts and terminology found in PMI’s The Standard for Program Management.
  • Completed MOC Course 5927A: Microsoft Office Project 2007, Managing Projects.
  • Completed MOC Course 5928A: Microsoft Office Project Server 2007, Managing Projects.

Course Materials and Software

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Module 1: Managing Enterprise Projects, Programs, and Portfolios

This module defines and explains project, program, and portfolio management, their interrelationships, and how they work and are managed in an enterprise. Participants will be able to describe general program management standards and define general program management terminology.

Lessons

  • Managing Projects, Programs, and Portfolios in an Enterprise.
  • Understanding Program Management Standards and Terminology.

After completing this module, students will be able to:

  • Define project, program, and portfolio management.
  • Explain the interrelationships of project, program, and portfolio management and how these interrelationships work in an enterprise environment.

Module 2: Working with the Microsoft Enterprise Project Management Solution

This module describes the architecture and components of the Microsoft Enterprise Project Management Solution and explains how to navigate the key interfaces of Office Project 2007, Project Server 2007, and Project Web Access.

Lessons

  • Understanding the Enterprise Management Solution 2007.
  • Navigating the Enterprise Project Management Solution Interfaces as Various Users.

Lab: Working with the Microsoft Office Enterprise Project Management Solution

  • Reviewing the Project Center as a Program Manager.
  • Reviewing Project Details as a Program Manager.
  • Reviewing the Resource Center as a Program Manager.
  • Reviewing Project Workspaces as a Program Manager.

After completing this module, students will be able to:

  • Describe the Microsoft Office Enterprise Project Management Solution 2007.
  • Navigate the EPM Solution interfaces as various users.

Module 3: Establishing Program Governance

This module explains how to define a standardized methodology for program governance.

Lessons

  • Understanding Program Governance.
  • Understanding Program Governance Infrastructure.
  • Defining the Policies and Procedures of Program Selection and Governance Process Control.
  • Establishing Project and Program Life Cycle and Phase Governance.

After completing this module, students will be able to:

  • Describe program governance and its framework.
  • Describe the roles and responsibilities of those involved in program selection and implementation and the infrastructure needed to manage the program governance process.
  • Define the policies and procedures of program selection and governance process control.
  • Describe the program life cycle process and the guidelines to be used in establishing a program governance process.

Module 4: Defining and Creating the Enterprise Environment

This module explains how to propose and apply configuration changes to an enterprise environment as they pertain to program management activities.

Lessons

  • Reviewing the Default Settings of Office Project Server 2007.
  • Implementing Changes in an Enterprise Environment.

After completing this module, students will be able to:

  • Describe the default settings for an enterprise environment in Project Server 2007.
  • Implement a proposed change in an enterprise environment.

Module 5: Setting Up the Program

This module explains how to establish the characteristics and parameters of a program and define the program benefits in the context of Office Project Server 2007.

Lessons

  • Creating, Saving, and Publishing a Program.
  • Proposing and Implementing Changes to the Permissions and Enterprise Fields in an Enterprise Environment.

Lab 1: Proposing Changes to the Enterprise Environment

  • Proposing Changes to the Enterprise Environment.
  • Implementing Changes to Permissions and Customizing Enterprise Project Fields in the Enterprise Environment.

Lab 2: Updating the Definition of a Program in Office Project Server

  • Updating the Definition of a Program in Office Project Server.

After completing this module, students will be able to:

  • Create, save, and publish a program.
  • Propose and implement changes to the permissions and enterprise fields in an enterprise environment.

Module 6: Planning the Program

This module explains how to deliver the detailed plan of a program and optimize the program for time, cost, and resources in order to establish a program baseline in the context of Office Project Server 2007.

Lessons

  • Developing a Detailed Plan of the Program.
  • Establishing the Interdependencies Between Tasks, Cross-Project Deliverables, and Resource Assignments.
  • Optimizing Time, Cost, and Resources.

Lab 1: Adding and Deleting a Project and Resetting the Baseline

  • Removing a Project from the Program Plan.
  • Adding a New Project to the Program Plan and Creating Appropriate Interdependencies in the Program Plan.
  • Resetting the Baseline.

Lab 2: Proposing and Implementing Updates to Enterprise Fields and Views

  • Proposing Changes to the Enterprise Environment to Improve the Planning Process.
  • Implementing Changes to Views and Enterprise Fields.

After completing this module, students will be able to:

  • Develop a detailed plan of a program in Office Project Server 2007.
  • Establish the interdependencies between tasks, cross-project deliverables, and resource assignments.
  • Optimize a program for time, cost, and resources and reset the baseline.

Module 7: Establishing Components of the Program Infrastructure and Managing the Resources

This module explains how to define program resources and, after identifying the critical resources, review and update the program plan and baseline.

Lessons

  • Updating the Enterprise Resource Pool and Replacing Resources in the Program Plan.
  • Refining the Program Plan by Identifying Critical Resources and Applying Necessary Changes.

Lab: Updating the Enterprise Resource Pool and Replacing Resources in the Program Plan

  • Incorporating New Resources into the Enterprise Resource Pool.
  • Updating the Attributes of Enterprise Resources.
  • Replacing Generic Resources with Named Resources.

After completing this module, students will be able to:

  • Update the enterprise resource pool and replace resources in the program plan.
  • Refine the program plan by identifying critical resources and applying necessary changes.

Module 8: Tracking Timesheets and Task Progress

This module explains how to track the work of program resources in timesheets and the task progress of a program in Office Project Web Access and Office Project 2007.

Lessons

  • Managing Timesheets and Task Progress.
  • Configuring Timesheets and Task Progress.

Lab 1: Proposing Improvements to Timesheet and Task Progress Configuration

  • Proposing Improvements to the Timesheet Configuration.
  • Proposing Improvements to the Task Progress Configuration.
  • Changing the Timesheet and Task Progress Configurations.

Lab 2: Reporting Time and Managing Timesheets

  • Reporting Time as a Team Member.
  • Approving, Rejecting, and Changing Timesheets.

Lab 3: Reporting and Managing Task Progress

  • Reporting Task Progress as a Team Member.
  • Reviewing and Approving, Rejecting, and Changing Task Progress as a Project Manager.
  • Reviewing the Project Progress Reports as a Program Manager.

After completing this module, students will be able to:

  • Manage the reporting of work and task progress and identify any timesheet and task progress configuration issues.
  • Configure timesheets and task progress in Office Project 2007.

Module 9: Performing Earned Value Management

This module explains how to define Earned Value Management (EVM) and use EVM, including metrics, variances, and performance indexes, to create forecasts and make effective adjustments to a program.

Lessons

  • Applying Earned Value Management.
  • Using Earned Value Management in Office Project 2007.
  • Creating and Modifying Views and Reports for Earned Value Management Analysis.

Lab 1: Performing Traditional Earned Value Management

  • Manually Establishing a Plan to Develop Earned Value Management in a Project.
  • Calculating Progress Up to a Specific Status Date and the EVM Data Points, Variances, and Indexes.
  • Calculating Forecasts.

Lab 2: Performing Earned Value Management

  • Reviewing the Project Plan and Setting Earned Value Options for the Plan.
  • Updating the Task Progress for the Current Period in Project 2007.
  • Measuring the Performance of the Project by Calculating the Earned Value Data Points.
  • Determining Project Status by Using an Alternate Baseline, and Creating an S-Curve for the Project.

After completing this module, students will be able to:

  • Manually apply EVM.
  • Establish the settings for EVM to track the progress of a project in Office Project 2007.
  • Create and modify views and reports for EVM analysis.

Module 10: Reporting and Analyzing the Program Data

This module explains how to use Project Center and the Data Analysis (OLAP Cube) features to view and report the status of a program and to make forecasts.

Lessons

  • Customizing the Enterprise Fields and Views to Track a Program.
  • Building an OLAP Cube and Creating and Modifying a View in Data Analysis.

Lab 1: Proposing Changes to the Look and Feel of a Program

  • Determining the Limitations of the Default Views Used for Tracking Tasks and Projects.
  • Proposing Improvements to the Project Center, Project Details, and Enterprise Global Template Views.
  • Applying Changes to Default Views in Project Server 2007.
  • Reviewing and Analyzing Project Center, Project Details, and Project 2007 for Environment Improvements.

Lab 2: Proposing OLAP Cube Configurations

  • Proposing OLAP Cube Configurations.
  • Creating, Configuring, and Building the OLAP Cube.
  • How to Generate a View and Modify PivotTables and PivotCharts in Data Analysis.

Lab 3: Generating and Modifying Views for Data Analysis by Using the OLAP Cube

  • Generating a View for Data Analysis.
  • Modifying PivotTables and PivotCharts in Data Analysis.

After completing this module, students will be able to:

  • Customize the enterprise fields and views in Project Center, Project Details, and Office Project 2007 in order to track a program.
  • Create, configure, and build an OLAP Cube and create and modify a view in Data Analysis.

Module 11: Managing Project Workspaces for Programs

This module explains how to configure project workspaces to meet the needs of a program.

Lessons

  • Configuring a Workspace for a Project in a Program.
  • Managing the Queue.

Lab: Planning Configuration Changes to a Workspace

  • Planning Configuration Changes to a Workspace.
  • Applying Configuration Changes to a Workspace.

After completing this module, students will be able to:

  • Configure a workspace for a project in a program.
  • Describe Queue Settings and manage the Queue.

Module 12: Closing the Program and Refining the Environment

This module explains how to describe the closing process for a program and propose and apply changes to the enterprise environment based on the Lessons learned through a program life cycle.

Lessons

  • Closing a Project in a Program and Archiving a Program.
  • Refining an Enterprise Environment.

Lab 1: Proposing Changes to an EPM Environment

  • Determining the Gaps Between a Current and a Required EPM Environment .
  • Determining the Necessary Modifications to an EPM Environment.
  • Creating and Presenting a Proposal Detailing the Necessary Modifications to the EPM Environment to the Administrator.

Lab 2: Applying Changes to an EPM Environment

  • Negotiating Changes Between a Project Server Administrator and a Member of the PMO.
  • Applying Necessary Changes to the EPM Environment as a Project Server Administrator.
  • Testing Changes to the New Environment.

After completing this module, students will be able to:

  • Close a project in a program and archive a program.
  • Refine an enterprise environment.