AccTech Systems COURSE OUTLINE:
COURSE: MICROSOFT OFFICE 2007 : ENTERPRISE PROJECT MANAGEMENT - ADMINISTRATION

A comprehensive 3 day course taking you through the features of Office EPM 2007, installation to implementation.

TIMES: 09:00 - 16:00
DURATION: 3 Days
VENUE: AccTech Academy : Centurion
COURSE TYPE: Hands-on, Instructor lead
GROUP SIZE: Grouped according to skill level with a maximum number of 8 delegates
COURSE DOCUMENTATION:
  • Microsoft Office EPM 2007 BIBLE
  • User Competency Assessment
  • Certificate of competence
TARGET AUDIENCE: Any person with a desire to succeed as a project manager
PREREQUISITES: A good understanding of the Windows environment, have mastered standard Windows software conventions such as Office.
INCLUSIONS: Light Lunch and refreshments
COST PER DELEGATE:
(Group Max = 10)
Group of 5:    ZAR 4500.00p/p
FOR BOOKINGS:
Contact Elmien Diedericks or Ronlee Amien
training@acctech.biz

HIGH LEVEL COURSE OUTLINE:

DAY 1

 Coordinating Multiple Projects outside Project Server

  • Consolidating Projects
  • Setting up to use consolidation
  • Inserting a project
  • Using inserted projects and their source files
  • Consolidating all open projects: A shortcut
  • Moving subprojects within a consolidated project
  • Understanding Consolidated Projects and Dependencies
  • Linking tasks across projects
  • Changing links across projects
  • Consolidated projects - to save or not to save
  • Viewing Multiple Projects
  • Viewing the Critical Path across Projects
  • Sharing Resources Among Projects
  • Creating a resource pool and sharing the resources
  • Opening a project that uses a resource pool
  • Updating information in the resource pool
  • Quit sharing resources

Preparing to Use Project Server

  • Understanding Project Server and Project Web Access
  • What's New in Project Server 2007
  • Planning the Project
  • Assessing requirements
  • Identify the people who will approve the Project Server design
  • Identify staff members to interview
  • Create a requirements definition questionnaire
  • Conduct interviews
  • Calculate ROI
  • Designing the system
  • Assessing the technology environment
  • Addressing special needs
  • Establishing and enforcing organizational standards
  • Training
  • Developing a strategy for implementation and configuration
  • Avoiding the Pitfalls

Installing and Configuring Project Server

  • Reviewing Requirements
  • Meeting software requirements
  • Software requirements for servers
  • Software requirements for client computers
  • Meeting hardware requirements
  • Hardware requirements for servers
  • Hardware requirements for client computers
  • Assessing the network environment
  • Considering software/hardware scenarios
  • The Small Server Farm
  • The Medium Server Farm
  • The Large Server Farm
  • Installing Peripheral Software
  • SQL Server and Analysis Services
  • Checking the SQL version
  • Internet Information Services (IIS)
  • Enabling IIS
  • Checking the IIS mode
  • Installing .NET Framework 3.0
  • Setting Up Windows Security Accounts
  • Windows SharePoint Services Service account
  • The Application Pool security account
  • Site Collection Owner account
  • Shared Service Provider Administrator account
  • Project Server Instance Administrator account
  • Creating an account
  • Installing Project Server and Windows SharePoint Services
  • Connecting to Project Server through Project Web Access
  • Troubleshooting Your Installation

DAY 2

 Project Server and the Administrator

  • Double-Checking Settings
  • Specifying Project Server features for your organization
  • Managing Windows SharePoint Services
  • Managing Security Settings
  • Managing security templates
  • Managing groups
  • Working with categories
  • Managing Users

Installing and Configuring Project Server

  • Reviewing Requirements
  • Meeting software requirements
  • Software requirements for servers
  • Software requirements for client computers
  • Meeting hardware requirements
  • Hardware requirements for servers
  • Hardware requirements for client computers
  • Assessing the network environment
  • Considering software/hardware scenarios
  • The Small Server Farm
  • The Medium Server Farm
  • The Large Server Farm
  • Installing Peripheral Software
  • SQL Server and Analysis Services
  • Checking the SQL version
  • Internet Information Services (IIS)
  • Enabling IIS
  • Checking the IIS mode
  • Installing .NET Framework 3.0
  • Setting Up Windows Security Accounts
  • Windows SharePoint Services Service account
  • The Application Pool security account
  • Site Collection Owner account
  • Shared Service Provider Administrator account
  • Project Server Instance Administrator account
  • Creating an account
  • Installing Project Server and Windows SharePoint Services
  • Connecting to Project Server through Project Web Access
  • Troubleshooting Your Installation

Project Server and the Administrator

  • Double-Checking Settings
  • Specifying Project Server features for your organization
  • Managing Windows SharePoint Services
  • Managing Security Settings
  • Managing security templates
  • Managing groups
  • Working with categories
  • Managing Users

Project Server and the Project/Resource Manager

  • Connecting to Project Server
  • Creating a Project Server logon account
  • Logging on to Project Server
  • Creating a Web-Based Project
  • Understanding the structure of the Project Server database
  • Reviewing a project's Web-based options
  • Storing a draft project in the Project Server database
  • Publishing project information
  • Working with Web-Based Projects
  • Opening a project stored in the Project Server database
  • Understanding the Open dialog box
  • Opening a draft project or a published project
  • Closing a project stored in the Project Server database
  • Managing the local cache
  • Viewing Project Server pages in Project Professional
  • Using activity plans and proposals
  • Assigning Resources to Projects
  • Adding enterprise resources to your project
  • Replacing generic resources with real resources
  • Notifying resources of assignments
  • Using the Resource Substitution Wizard
  • Assigning resources using Project Web Access
  • Tracking Progress
  • Establishing a tracking method
  • Setting up status reports
  • Receiving updates from team members
  • Working with issues and risks
  • Tracking issues
  • Tracking risks
  • Managing deliverables

Project Server and the Day-to-Day User

  • Logging on to Project Web Access
  • Reviewing the Home Page
  • Customizing the Home Page
  • Viewing Information
  • Working with your tasks
  • Entering time on tasks
  • Submitting task updates
  • Adding tasks
  • Reassigning a task
  • Working with your timesheet
  • Entering time
  • Saving timesheet entries
  • Reporting administrative time
  • Project Web Access and Microsoft Outlook
  • Integrating the Outlook Calendar with Project Web Access
  • Setting up integration
  • Setting integration options
  • Importing Project Web Access assignments into Outlook
  • Updating Project Web Access with Outlook information
  • Working with Documents
  • Reporting Status

Project Server and the Executive

  • Reviewing Your Portfolio
  • Identifying Trends and Potential Problems

DAY 3

Customizing Microsoft Project

  • Using Custom Fields
  • Customizing data entry
  • Creating a custom field
  • Using a custom field for data entry
  • Using formulas in custom fields
  • Modifying the Interface
  • Setting levels of Undo
  • Windows taskbar icons
  • Saving Project files
  • Using the Organizer
  • Making changes to toolbars
  • Combining or separating toolbars
  • Adding and deleting tools from a toolbar
  • Creating custom toolbars
  • Changing and editing button images
  • Customizing project menus
  • Adding menus
  • Assigning new commands
  • Deleting commands and menus

Using Macros to Speed Your Work

  • Using Macros
  • Recording Macros
  • Running Macros
  • Using Shortcuts to Run Macros
  • Assigning a macro to a toolbar button
  • Assigning a macro to a menu command

Customizing Microsoft Project Using VBA and Active Scripting

  • Example One: Creating a Filter to See Critical Tasks and Resource Assignments
  • Recording a macro to create a filter for critical tasks
  • Editing the macro to show only specified resources
  • Testing the code
  • Example Two: Creating a UserForm Object to Adjust Work
  • Designing the UserForm
  • Creating a UserForm
  • Adjusting the size of the UserForm
  • Adding controls to the UserForm
  • Adding code to the UserForm
  • Adding code to display resource names
  • Adding code to the OK button to change work
  • Adding code to the Cancel button
  • Adding a sub procedure to show the UserForm
  • Example Three: Customizing the Project Guide
  • Content of the Project Guide XML document
  • Project Guide XML document elements
  • Defining the Project Guide for a project
  • Customizing the Project Guide to create a new project
  • Adding a new task to the Tasks goal area
  • Creating a custom HTML page
  • Deploying the customized Project Guide

Importing and Exporting Project Information

  • Understanding General Importing and Exporting Concepts
  • Exporting Information
  • Saving reporting information in an OLAP Cube or an Access database
  • Exporting to Office files
  • Sending Project data to Excel
  • Sending Project data to Microsoft Word
  • Exporting Project information to a graphic image
  • Exporting to text files
  • Importing Information
  • Inserting another project
  • Importing Office files
  • Bringing Excel workbook information into Project
  • Bringing Access database information into Project
  • Bringing Outlook task lists into Project
  • Bringing Word document information into Project
  • Importing other files

For more information please contact Elmien at our Centurion office +27 (12) 664 0200 or contact
Ronlee at our Rivonia office +27 (11) 803 7327.

Print this page