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Microsoft Enterprise Project Server For Team Members

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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