The Microsoft Office 365 Project Online stack of applications and services is a powerful project and portfolio management (PPM) solution designed for people who need to manage projects, programs and portfolios. The Microsoft PPM solution built on Project Online enables organizations to create and centralize projects and resources, manage project artifacts through project sites and task and timesheet management if necessary and also provides desktop project management capabilities through Microsoft Project Professional and is available from virtually anywhere on almost any device with Office 365. Our PPM Bundle is the best value and gives you access to all of our Project Online courses. We have the most comprehensive list of Project, Project Server and Project Online courses available anywhere.

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Title

Days

Cost

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

Overview

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.

Prerequisites

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

Overview

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.

Prerequisites

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

Overview

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.

Prerequisites

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.




Need Onsite, Group or Tailored Training?

Project Online for PM's-On Demand

Project Online for AD's-On Demand

MS PPM Training Bundle

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FAQ's

  • 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.
  • Check all of our FAQ's