Professional Project Server: Mastering Project Configuration and Management
(SPA2013, Live Instructor-Led Training, 4 days)


This SETC certified course provides participants with a comprehensive exploration of Microsoft Project Server 2013. This training course covers everything from product installation to the use and configuration of Project Web Applications to manage both small and large projects. Detailed discussions of product configuration and system security are also included. If you need to install, configure, manage and use Project Server 2013, this SETC Training learning event is what you need. SETC Training provides project server training in Ottawa, Montreal, Toronto, Calgary and Quebec.

Dates and Pricing

Jan 30 to Feb 2, 2018$3,000/person Feb 27 to Mar 2, 2018$3,000/person Mar 27 to Mar 30, 2018$3,000/person


Project Server New Features – ½ Day
Overview of New Features
Demand and Lifecycle Management
New in SharePoint Server
New Architecture Considerations
Introducing the PPM Platform
Understanding PPM Terminology
About Enterprise Pools
Preparing for PPM: Understanding Processes, Roles and Responsibilities
Strategies for PPM Deployment Success
The Deployment Process (Overview Only)
Installing Project Server – ½ day
Designing the Topology
Preparing the Security Environment
Understanding the Requirements for SharePoint Integration
Installing the Server
Installing and Configuring SQL Server
Preparing the Application Server
Installing SharePoint and Project 2013
Configuring SharePoint
Creating a Project Server Web App
Installing Workflow Manager
Configure Excel Services
Configuring the Cube Building Service
SQL Server Performance Enhancements
Creating Additional Web Instances
Project Web App 2013 Interface – ½ day
Mastering PWA Settings
Queue and Database Administration
Operational Policies
Workflows and Project Details
About SharePoint Permissions Mode
Understanding On Premise and Online Modes
Working with the Default PWA Instance
Using the Administration Interface
Using Central Administration to Manage PWA
Creating System Metadata and Calendars – 1/2 day
Understanding Project Server Metadata Architecture
Working with Enterprise Custom Fields Lookup Tables
Creating Lookup Tables
Modifying Built-In Lookup Tables
Creating Custom Fields
Creating Free Entry Custom Fields
Creating a Custom Field with a Lookup Table
Modifying Built-In Project and Resource Department Fields
Creating a Custom Field Controlled by Workflow
Creating a Custom Field with a Formula
Implementing a Local Field as an Enterprise Custom Field
Displaying Graphical Indicators in Custom Fields
Planning for Matching Generic Resources
Creating Enterprise Calendars
Portfolio and Project Governance – ½ day
Understanding Project Governance and Portfolio Management
Configuring Portfolio Management
Configuring Project Governance
Configuring Demand Management
Performing Portfolio Analyses
Building and Managing an Enterprise Resource Pool - ¼ day
Understanding Enterprise Resource Types
Adding Resources using Active Directory
Working with the Resource Center Data Grid
Creating and Editing Work Resources in Project 2013
Creating Generic, Material, Cost and Team Resources
Project Server Configuration – ¼ day
Configuring Enterprise Settings
Customizing the Quick Launch Bar
Configuring Alerts and Reminders
Setting Options for the OLAP Cube
Configuring Event Handlers
Project Server Security – ½ day
Setting Organizational Permissions
Understanding Users vs Resources
Managing User Accounts
Controlling Security with Groups and Categories
Understanding Permissions
Managing Permissions through Groups
Managing Permissions through Categories
Using and Managing Security Templates
Managing AD Synchronization for Groups
Common Security Requirements
SharePoint and Project Sites – ½ day
SharePoint Overview
Creating Custom Lists in SharePoint
Managed Metadata and Enterprise Types
Understanding Special Project Behaviors
Managing the Connection between SharePoint and Project
About Workflows and Projects
Creating Custom Workflows using SharePoint Designer
Configuring BI and Reporting – If Time Permits
Overview of BI in Project Server
About Available Data
Office Data Connections
Preparing to View or Create Reports
Creating a new Report
Creating a new PowerPivot Report
This is completed throughout the course