Project Server Training: Project Configuration & Management

Course Delivery

Live Instructor-Led Training

Course Description

The course Project Configuration & Management (Project Server Training) is an exploration of Microsoft Project Server. This course covers everything from product installation to the use and configuration of Project Web Applications to manage projects. The training includes SharePoint integration, enterprise custom fields, project workflow design & implementation, MS Project configuration, demand management, project portfolio management & more.

Course Dates and Pricing

Jul 30 - Aug 2, 2024$3,350.00Aug 27 - 30, 2024$3,350.00Oct 1 - 4, 2024$3,350.00Oct 29 - Nov 1, 2024$3,350.00Nov 26 - 29, 2024$3,350.00

Course Outline

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

Course Locations

  • Ottawa

  • Montreal

  • Toronto

Related Project Server Training

Project Server Training: Installation, Configuration & Use

The course Installation, Configuration & Use (Project Server Training) teaches you how to install, configure & use MS Project Server. The training includes Windows Server preparation including the SQL Server, SharePoint, IIS and Active Directory components. The course covers Project Server installation & initial configuration including portal, data & workflow configurations. Finally, you learn to configure & use MS Project pro to manage corporate projects using MS Project Server. Training course titled Project Server Training: Installation, Configuration & Use that will allow you to hone your professional skills.

Jul 30 - Aug 2, 2024$3,500.00Aug 27 - 30, 2024$3,500.00Oct 1 - 4, 2024$3,500.00Oct 29 - Nov 1, 2024$3,500.00Nov 26 - 29, 2024$3,500.00