Microsoft Enterprise Project Server for Team Members#
Course Outline EPM for Team Members#
Module 1: Introduction#
- What Is Microsoft EPM?
- Understanding Enterprise Project Management Terminology
- Understanding Project Server Terminology
- Enterprise Project
- Enterprise Resource
- Check In and Check Out
- Understanding the Communications Life Cycle
- Understanding Tracking Methods
- Understanding Business IntelligenceModule 02: Preparing to Use Project Server
- Using the Project Web App User Interface
- Logging into Project Web App from another Workstation
- Using the Quick Launch Menu
- Using the Ribbon Menus
- Applying and Working with Views
- Exporting the Data Grid to Excel
Module 3. Creating New Proposed Projects#
- Understanding Lifecycle Management
- Understanding Demand Management
- Understanding Decision Management
- Introducing Project Types
- Understanding Phases and Stages
- Understanding Project Detail Pages
- Creating a New Project Proposal
- Definition of a Proposal in Project Server
- Initiating a Proposal
- Completing the Sample Workflow Proposal Details Stage
- Editing an Existing Proposal
Module 04: Tracking Time and Task Progress#
- Accessing Your Timesheet
- Understanding the Timesheet Page
- Entering Time in the Timesheet
- Managing Timesheets
- Planning Time Away from Work
- Viewing the Submission Status
- Submitting a Timesheet for Approval
- Responding to a Rejected Timesheet
- Editing an Existing Timesheet
- Recalling a Submitted Timesheet
- Deleting a Timesheet
- Tracking Task Progress in Project Web App
- Understanding the Tasks Page
- Tasks Ribbon
- Grouping and Views
- Understanding the Assignment Details Page
- Reporting Progress from the Tasks Page
- Using Percent of Work Complete
- Best Practice: Using Percent of Work Complete
- Using Actual Work Done and Work Remaining
- Best Practice: Using Actual Work Done and Work Remaining
- Using Hours of Work Done per Period
- Best Practice: Using Hours of Work Done per Period
- Reporting Progress from the Assignment Details Page
- Importing Progress from the Timesheet Page
- Managing Tasks
- Reassigning Work to another Resource
- Self-Assigning Team Tasks
- Creating a New Task
- Adding Yourself to a Task
- Removing Tasks
Module 5:Managing Personal Settings#
- Personal Settings Overview
- Managing Alerts and Reminders for Yourself
Module 6: Collaborating with Project Sites#
- Understanding Project Sites
- Tracking Project Risks
- Creating a New Risk
- Working with Existing Risks
- Working with Risk List Views
- Viewing and Editing Existing Risks
- Deleting a Risk
- Managing Project Issues
- Creating a New Issue
- Viewing and Editing Existing Issues
- Working with Version History
- Viewing Your Assigned Issues and Risks
- Managing Project Documents
- Viewing and Creating Document Libraries
- Uploading Documents to a Document Library
- Creating a New Folder in a Documents Library
- Working with Existing Documents in a Documents Library
- Viewing and Editing Document Properties
- Checking Out a Document Manually
- Working with Document Copies
- Editing a Document
- Viewing the Version History for a Document
- Deleting Documents and Document Versions
Module 7: Working with Status Reports#
- Requesting a Status Report
- Editing and Deleting Status Reports
- Responding to a Status Report Request
- Viewing the Status Report Archive
- Viewing Status Report Responses
- Viewing Unrequested Status Reports
Module 8: Working with Project center and Project Views#
- Using the Project Center
- Using the Projects Ribbon in the Project Center
- Using Project Center Views
- Working with Detailed Project Views
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