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Microsoft Project Professional & Project Server 2013 for
Project Managers
Amarnath Gupta, PMP, PgMP, MCT (Microsoft Project)
1
Trainer Profile
ī‚§ Author of the My Life My Way, Network Security Management with
High-level Security Policies, Windows Administration – a Layman Guide
and the Process Management – Dilbert’s play.
ī‚§ Upcoming title “Dynamics NAV Business Intelligence” is under
progress, to be published by Packt Publishing, United Kingdom.

Dr. Amarnath Gupta

Ph.D., PMP, PgMP, MCP, MCTS, MCSE
, CHFI, ITIL, Lean Six Sigma, CMMi3

ī‚§ Over 10 years of experience in IT, with more than 6 years in Microsoft
Dynamics products Project deliveries.
ī‚§ Have worked with several international IT Training giants and taught in
three management colleges as visiting lecture.
ī‚§ Visited India (Home Country), Dubai, Nepal, Nigeria, Ghana, United
States of America, Ethiopia, United Kingdom, Thailand, Saudi Arabia,
Malaysia as Employee & Trainer
2
Course Objective
The goal of this 1 day (Eight
hours) course is to provide
arvato’s Project Managers,
Project Schedulers the
knowledge and skills
necessary to effectively to
create, update & maintain
projects using Microsoft
Project Professional 2013 in
a Project Server
environment.

Project Managers are taught
how to create project plans
and publish the plans to the
server environment enabling
them to collaborate with
Team Members using Project
Web
App
(PWA)
and
maintain
their
project
documents, issues, risks and
track key deliverables within
Project Server.
3
Using Project in a Server Environment
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Project Server 2013 Environment
Connecting to Project Server
Working with Server Views
Using Enterprise Templates
Changing Project Information
Viewing the Project Calendar
Saving and Publishing a Project

4
Creating a Project Schedule
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Opening Enterprise Projects
Checking In a Project
Best Practices for Task Scheduling
Setting Task Dependencies
When to use Constraints and Deadlines
Marking Deliverables
Standard process for Setting Baselines

5
Managing a Resource Team
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Understanding Resource Types
Adding Local Work Resources
Adding Enterprise Resources to a Team
Working with Enterprise Cost Resources
Assigning Resources and Viewing Assignment data
Viewing Resource Workloads across Multiple Projects
Assigning a Status Manager to Collaborate with Team Resources
Publishing Resource Assignments

6
Viewing Enterprise Data & Reports
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Viewing Projects on the Server
Sorting, Filtering, and Grouping Projects
Viewing Resources on the Server
Sorting, Filtering, and Grouping Resources
Viewing Resource Availability

7
Managing Projects in Project Web App
(PWA)
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Initiating a New Project
Adding and Editing Tasks
Viewing a Project Timeline
Assigning Resources to Tasks
Creating a Resource Plan
Granting Project Permissions
Closing Tasks from Updates
Accessing the Project Site
Entering and Editing Issues and Risks
Uploading Documents to Project Site

8
Managing Project Updates
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Reviewing Updates in the Approval Center
Reviewing Updates in Microsoft Project
Understanding the Update Types
The Impact of Updates on the Schedule
Viewing Progress on Assignments
Replacing Resource Assignments
Comparing Schedule Changes to Baseline
Inactivating Tasks
Closing out Task Assignments
Sharing an Enterprise Project File

9
Using Project Web App for Task Updates
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§
ī‚§

Viewing My Work in PWA
Filtering and Grouping Assignments
Reporting Task Progress
Removing Tasks or Reassigning Work
Adding a Task or Assignment
Opening the Timesheet
Adding Administrative Tasks
Adding Tasks to the Timesheet
The Timesheet Approval Process
Submitting Timesheet Hours
Recalling and Deleting a Timesheet
10
Question Hour

11

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Project Managers Microsoft Project Professional & Server 2013

  • 1. PLEASE USE YOUR INDIVIDUAL PICTURE Microsoft Project Professional & Project Server 2013 for Project Managers Amarnath Gupta, PMP, PgMP, MCT (Microsoft Project) 1
  • 2. Trainer Profile ī‚§ Author of the My Life My Way, Network Security Management with High-level Security Policies, Windows Administration – a Layman Guide and the Process Management – Dilbert’s play. ī‚§ Upcoming title “Dynamics NAV Business Intelligence” is under progress, to be published by Packt Publishing, United Kingdom. Dr. Amarnath Gupta Ph.D., PMP, PgMP, MCP, MCTS, MCSE , CHFI, ITIL, Lean Six Sigma, CMMi3 ī‚§ Over 10 years of experience in IT, with more than 6 years in Microsoft Dynamics products Project deliveries. ī‚§ Have worked with several international IT Training giants and taught in three management colleges as visiting lecture. ī‚§ Visited India (Home Country), Dubai, Nepal, Nigeria, Ghana, United States of America, Ethiopia, United Kingdom, Thailand, Saudi Arabia, Malaysia as Employee & Trainer 2
  • 3. Course Objective The goal of this 1 day (Eight hours) course is to provide arvato’s Project Managers, Project Schedulers the knowledge and skills necessary to effectively to create, update & maintain projects using Microsoft Project Professional 2013 in a Project Server environment. Project Managers are taught how to create project plans and publish the plans to the server environment enabling them to collaborate with Team Members using Project Web App (PWA) and maintain their project documents, issues, risks and track key deliverables within Project Server. 3
  • 4. Using Project in a Server Environment ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Project Server 2013 Environment Connecting to Project Server Working with Server Views Using Enterprise Templates Changing Project Information Viewing the Project Calendar Saving and Publishing a Project 4
  • 5. Creating a Project Schedule ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Opening Enterprise Projects Checking In a Project Best Practices for Task Scheduling Setting Task Dependencies When to use Constraints and Deadlines Marking Deliverables Standard process for Setting Baselines 5
  • 6. Managing a Resource Team ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Understanding Resource Types Adding Local Work Resources Adding Enterprise Resources to a Team Working with Enterprise Cost Resources Assigning Resources and Viewing Assignment data Viewing Resource Workloads across Multiple Projects Assigning a Status Manager to Collaborate with Team Resources Publishing Resource Assignments 6
  • 7. Viewing Enterprise Data & Reports ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Viewing Projects on the Server Sorting, Filtering, and Grouping Projects Viewing Resources on the Server Sorting, Filtering, and Grouping Resources Viewing Resource Availability 7
  • 8. Managing Projects in Project Web App (PWA) ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Initiating a New Project Adding and Editing Tasks Viewing a Project Timeline Assigning Resources to Tasks Creating a Resource Plan Granting Project Permissions Closing Tasks from Updates Accessing the Project Site Entering and Editing Issues and Risks Uploading Documents to Project Site 8
  • 9. Managing Project Updates ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Reviewing Updates in the Approval Center Reviewing Updates in Microsoft Project Understanding the Update Types The Impact of Updates on the Schedule Viewing Progress on Assignments Replacing Resource Assignments Comparing Schedule Changes to Baseline Inactivating Tasks Closing out Task Assignments Sharing an Enterprise Project File 9
  • 10. Using Project Web App for Task Updates ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ ī‚§ Viewing My Work in PWA Filtering and Grouping Assignments Reporting Task Progress Removing Tasks or Reassigning Work Adding a Task or Assignment Opening the Timesheet Adding Administrative Tasks Adding Tasks to the Timesheet The Timesheet Approval Process Submitting Timesheet Hours Recalling and Deleting a Timesheet 10