This course is designed to teach Project Online administrators how to setup, configure, maintain and troubleshoot a Microsoft Project Online implementation. Participants will learn how to setup and configure the necessary accounts and permissions. SharePoint topics will also be covered relating to setting up and supporting Project Online. Participants will also learn how to create custom fields, views/reports, and manage enterprise features as well as provide ongoing support and maintenance of the environment.



  • Topics
  • Agenda
  • Virtual Classroom
  • On Demand

Module 1: Office 365 PPM (Project Online) Overview

1.1: What is O365 PPM (Project Online)
1.2: Project Online Overview
1.3: Functional components of Project Online

Module 2: Deployment Challenges & EPM(3)

2.1: PPM Deployment Challenges
2.2: EPM (3): EPM Maturity Model
2.3: Deployment "Good Practices"

Module 3: Administering PWA

3.1: Understanding O365, Site Collections and PWA
3.2: Provisioning PWA
3.3: Managing PWA Settings

Module 4: Managing Enterprise Metadata & Calendars

4.1: Configuring Lookup Tables and Enterprise Custom Fields
4.2: Working with the Department field
4.3: Managing Enterprise Calendars

Module 5: Lifecycle & Portfolio Management

5.1: Demand & Lifecycle Management
5.2: Portfolio Management & Project Governance
5.3: Using Workflow with Project Online

Module 6: Building and Managing the Enterprise Resource Pool

6.1: Managing Users and Resources
6.2: Understanding Resource Categories & Types

Module 7: Managing Views and Excel Reports

7.1: Managing Views and Excel Reports
7.2: Working with the Enterprise Global Template

Module 8: Maintaining PWA

8.1: Importing Projects and Managing Templates
8.2: Maintaining Projects
8.3: Queue & Cache Management

Module 9: Task and Time Management

9.1: Configuring Tracking Methods and Task Management
9.2: Configuring Timesheets and Timesheet Options

Module 10: Configuring Project Server Security

10.1: Understanding security options in Project Online
10.2: Working with SharePoint & Project Server security models
10.3: Understanding Security templates, groups and categories
10.4: Understanding the role of the RBS

Module 11: Working with Project Sites

11.1: Understanding Project sites
11.2: Managing Site Settings and Site Contents
11.3: Managing Project site templates

Module 12: Configuring BI and Reporting

12.1: Working with existing Reports and Templates
12.2: Creating new reports and data connections using Excel Services
12.3: Connecting to and managing Project Online content packs with Power BI
12.4: Working with Power BI datasets, reports and dashboards

Training made easy...In the Cloud


Attending a Virtual Classroom training session has never been easier than it is today. Using the latest in web conferencing and voice over IP (VOIP) technologies we have worked hard to provide the best in class for Virtual Classroom course delivery.

What is required:

  • A high speed Internet connection.
    Note: Sometimes in office environments firewalls used for internet security prevent those connections from being made.
  • Computer, a tablet or both.
    • Option 1: One computer with two monitors.
      This allows you to view the instructor on one machine and work with your system on the other screen.
    • Option 2: Two computers.
      This is ideal for a workstation and laptop setup which will be used for viewing on one machine and working with your system on the other computer.
    • Option 3: One computer and tablet/iPad.
      This is a great option if you have a tablet or iPad. You can connect to the instructor’s presentation via the iPad/tablet device and use your computer for working your environment. You can even use the audio from the iPad/tablet for participating in the session.
    • Option 4: One computer.
      This option is for the student that is comfortable with toggling back and forth during the lecture/presentation/demo and your environment.
  • A speaker phone or hands-free headset for your telephone/device.
    Because you’ll be using the keyboard and mouse throughout the class, you will need a speakerphone or headset by your computer.
  • VOIP or Unlimited long-distance phone service.
    You can use the GotoMeeting microphone and speaker option, or using Skype is a good option. You can also call in using your Unlimited long-distance calling plan (if you have one).


The set up is easy, but you will often need your own software. 
You will need your own software and setup before attending the training session. Each course is different, so we encourage you to work with a COD representative to determine your needs before attending. Contact us if you need a virtual training lab.

Virtual Classroom Meeting Software (GotoMeeting)
You will need to test your device and install the GotoMeeting software before attending.

Test Your Connection.


Install GotoMeeting™ on the computer or device you're using to join the training session.

System Requirements.
Make sure the computer you are connecting to meets the minimum requirements:

For PC-based participants:

  • Internet Explorer 7.0, Mozilla Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Windows 8, 7, Vista, XP or 2003 Server
  • Cable modem, DSL, or better Internet connection
  • Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)

For Mac-based participants:

  • Safari 3.0, Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Mac OS X 10.6–Snow Leopard or newer
  • Intel processor (1GB of RAM or better recommended)
  • Cable modem, DSL, or better Internet connection

Participants wishing to connect to audio using VoIP will need a fast Internet connection, a microphone and speakers. (A USB headset is recommended.)

Connect 10 minutes before the class.
A few days before the class we will send an email with instructions on how to access your meeting connection and phone bridge. Be sure to allow yourself about 20 minutes of set up time just before the start of the training session.




On your schedule...In the Cloud

Our On Demand learning portal allows our students to learn at their own pace, on their schedule and with the support from our instructors. Students get access to a wide range of learning content and can attend our on going live sessions. Whats included:


Easy to follow online tutorials allow you to quickly find step by step guidance.



Video demonstrations and lectures help explain topics and concepts.


Content Libraries

A rich library of templates, exercise files, and other supporting content available for download.

Interactive Guides

Online interactive guides make it easy to get access to the information you need.

Knowledge Checks

Test your knowledge with our knowledge checks.


Live Sessions

Join one of our live sessions or schedule some time with one of our instructors.

Project Online for AD's-Up Coming

Project Online for AD's-Full Schedule

Project Online for AD's-On Demand

Learn more about COD

Project Online Training Bundle

Need Onsite, Group or Tailored Training?


  • What is the difference between On Demand and Virtual Classroom?
    • On demand is learn at your own pace on your schedule while virtual classroom is instructor-led at set time and dates.
  • With On Demand, do I have access 24/7?
    • Yes, you can login and work with the material and labs anytime you like.
  • Do I need any special software?
    • A browser and an Internet connection is all you need.
  • For Virtual Classroom, is it taught by a live instructor?
    • Yes
  • Are the courses monitored by experts?
    • Yes, we only work with subject matter experts with many years of consulting and training.
  • Can I ask follow up questions with the Instructor?
    • Yes, that's why we are here.
  • How long do I have access after I sign up?
    • Most courses are 90 days but some of the bundles are one year.
  • Can I take both On Demand and attend a Virtual Classroom session for a discount?
    • Yes, just talk to one of our COD representatives and they can provide bundle discounts and pricing.
  • How long does it take after I sign up?
    • Usually within 24 hrs or less.
  • Check all of our FAQ's