Microsoft Enterprise Project Server for Team Members

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Course Outline EPM for Team Members

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Module 1: Introduction

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• 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

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• 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

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• 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

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• Personal Settings Overview
• Managing Alerts and Reminders for Yourself

Module 6: Collaborating with Project Sites

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• 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

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• 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

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• Using the Project Center
• Using the Projects Ribbon in the Project Center
• Using Project Center Views
• Working with Detailed Project Views