The Microsoft Project & Portfolio Management (MS-PPM) suite of software tools and services give project, program and portfolio managers advanced portfolio analytics, reporting and scheduling capabilities. With the introduction of Project Online and Power BI, these capabilities and features are easily available with the Office 365 subscription model and still supported in the form of on premise Project Server 2013 and 2016. We have the most in-depth list of titles covering Microsoft PPM. Our courses cover multiple role-based titles including Project Manager, Administrator and Portfolio Manager. We also have advanced topics covering reporting, workflow, development and implementing a PMO.

Our titles cover 2013/16/Online (Office 365)



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Project Server 2013/2016/Online (Microsoft PPM)    
MS PPM for Project Managers 3 $1,495
MS PPM for Administartors 5 $2,495
MS PPM for Portfolio Managers 2 $795
Project Server 2013/2016/Online (Microsoft PPM) Advanced Topics    
MS PPM Advanced Reporting 3 $1,495
MS PPM Workflow Management 3 $1,495
MS PPM Development 5 $2,495
Setting up a PMO with MS PPM 3 $1,495
Project Online Advanced Topics    
MS Project Online Advanced Reporting with Power BI 3 $1,495

Microsoft Project & Portfolio Management (PPM) for Project Managers


This three-day course is designed to teach project managers how to effectively manage projects and resources in the Project Server 2013 environment. Participants will learn how to initiate proposals and projects in the Project Web App (PWA), collaborate with project sites, interact with display grids in the Project and Resource centers, and manage task and timesheet updates. Demand Management and reporting in the BI Center will also be covered.


To ensure your success, we recommend you have some working knowledge of your computers operating system, Microsoft Project Professional 2010and MS Office Suite.


Course Outline


Module 1: Project Server 2013 Overview

What is an EPM Solution?

The role of the Project Manager

Components of an EPM Solution


Module 2: Working in the Project Center

Viewing and Opening Projects

Checking-in Projects

Editing Custom Fields

Changing Ownership and Republishing


Module 3: Proposals and Demand Management

Creating, managing and submitting proposals

Approving Proposals


Module 4: Working with MS Project Professional

Creating a new project from a template

Saving an Enterprise Project

Building a Team from the Enterprise

Publishing projects to Project Server


Module 5: Managing Resources

Analyzing resource availability and assignments and Team Building


Module 6: Managing Tasks and Approvals

Assigning tasks, managing updates and approvals


Module 7: Managing Timesheeets and Approvals

Working with timesheets and approvals


Module 8: Issues, Risks and Documents

Managing Issues, Risks and Documents


Module 9: Managing the Project Site

Collaborating in and extending the Project Site


Module 10: Working with Status Reports

Create and manage Status Reports


Module 11: Portfolio Management & Analysis

Create, management and analyze portfolios of projects and proposals


Module 12: Business Intelligence, Reporting & Data Analysis

Use and edit the built in sample reports

Create Dashboard pages and work with the Business Intelligence area


Microsoft Project & Portfolio Management (PPM) for Administrators


This course is for individuals administering the Project Server 2013 environment. Students will learn how to install, configure and maintain a Microsoft Project Server 2013 environment. This course also covers deployment “good practices” and taking a phased approach. Each module covers different areas of configuration and setup. Ongoing management and maintenance is also covered.


To ensure your success, we recommend you have some working knowledge of Enterprise Application servers, TCP/IP, IIS, SQL Server 2005 and Windows 2003/2008 Server.


Course Outline


Module 1: Project Server 2013 Overview

High level overview of Project Server 2013

Infrastructure Overview

What’s new 2013


Module 2: Deployment Challenges & the EPM Maturity Model

Organization challenges with EPM

Taking a maturity model approach


Module 3: Installation and Setup

Pre-Installation Checklist

Post-Installation Options


Module 4: Working with the PWA Interface

Learn about Project Server and SharePoint administration areas

Feature Administration


Module 5: Managing Enterprise Fields and Calendars

Creating Enterprise Custom Fields and Lookup tables

Working with Enterprise Calendars


Module 6: Configuring and Managing Demand & Lifecycle Management

Working with proposals and demand management

Configuring workflows with SharePoint Designer


Module 7: Managing Users and the Enterprise Resource Pool

Add and managing users and groups

AD group and enterprise synchronization


Module 8: Managing Views and Reports

Managing Views and Reports in PWA and Project Professional

Working with the Global Enterprise Template


Module 9: Initial Settings & Configuration

Configuring Enterprise Settings

Configuring global options and settings

Building the OLAP Cube


Module 10: Enterprise Global Settings

Configuring Enterprise Settings

Configuring client grouping, filtering and reporting options


Module 11: Task and Time Management

Configuring Time and Task Management

Understanding Exchange synch options


Module 12: Managing Security

Working with SharePoint and Project Server security modes

Understanding Security Templates

Configuring Security Groups and Categories


Module 13: Project Server Ongoing Maintenance

Using Project Server Tools for troubleshooting

Understanding Backup and Recovery Strategies

Troubleshooting strategies


Module 14: Managing Project Sites

Customizing the Project Site

Site Permissions & Maintenance


Module 15: Customizing BI & Reporting

Configuring the Business Intelligence area

Reporting options and report types


Module 16: Portfolio Management & Analysis

Creating and managing drivers and prioritizations

Creating Portfolios and Analysis


Microsoft Project & Portfolio Management (PPM) for Portfolio Managers


This course is designed for project, program and portfolio managers that have been tasked with creating and managing master and subprojects programs and portfolios with Microsoft PPM.  Ideally, students have attended our PPM for Project Managers course or have equivalent knowledge.


To ensure your success, we recommend you have some working knowledge of project, program and portfolio management as well as familiarity with Project and PWA.


Course Outline


Module 1: Getting started with Program and Portfolio Management

High-level overview of the portfolio capabilities and features available in Project Online.

Module 2: Creating and Managing Master & Sub-Projects

Working with master and subprojects including inserting a sub-project into a master project and how to maintain master and sub sites.

Module 3: Creating and Managing Business Drivers   

Creating and managing business drivers including editing impact statements and departmentalizing business drivers.

Module 4: Creating & Managing Prioritizations

Create and manage prioritizations to assist with prioritizing proposals and proposed projects

Module 5: Creating and Managing Portfolio Analyses

Create and manage portfolio analysis, run “what-if” scenarios and commit approved projects.

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  • What is Virtual Classroom?
    • Virtual Classroom is Instructor-led training delivered to dispersed students on specific dates and times. Students attend using a computer and Internet connection. Learn More.
  • What is On Demand?
    • On Demand allows students to learn at their own pace on their own time with the support from our instructors. Learn More.
  • Do you provide training for groups?
    • Group training is an option across all of the titles we teach.
  • Can it also be done at our location?
    • Yes, we have trainers available for onsite as well.
  • What if our team is dispursed across the country or globe?
    • Satellite classrooms can be set up across our 3,000+ worldwide locations. Learn More
  • What if we don't need to be trained on all of the content in the standard outlines?
    • All of our titles can be tailored to accomodate your organizational learning objectives.
  • Can the students be tested and monitored as part of the training objectives?
    • Yes, we have a Learning Mangement System (LMS) as part of our suite of learning management solutions. Learn More.
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