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Office 2007

Managing Projects and Programs Using Microsoft Office Project Server 2007
(Microsoft Training Course: 5929) - 5 days - £1640 exc VAT

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> Target Audience
This course provides students with the knowledge and skills to use the Microsoft Office Project Server 2007 enterprise tool. It is intended for project managers, program managers, members of the project management office, or participants in the deployment of an EPM solution.
> Course outline
  1. Managing Enterprise Projects, Programs, and Portfolios
  2. Working with the Microsoft Enterprise Project Management Solution
  3. Establishing Program Governance
  4. Defining and Creating the Enterprise Environment
  5. Setting Up the Program
  6. Planning the Program
  7. Establishing Components of the Program Infrastructure and Managing the Resources
  8. Tracking Timesheets and Task Progress
  9. Performing Earned Value Management
  10. Reporting and Analyzing the Program Data
  11. Managing Project Workspaces for Programs
  12. Closing the Program and Refining the Environment


Module 1: Managing Enterprise Projects, Programs, and Portfolios
  • This module defines and explains project, program, and portfolio management, their interrelationships, and how they work and are managed in an enterprise.
  • Managing Projects, Programs, and Portfolios in an Enterprise
  • Understanding Program Management Standards and Terminology
Skills
  • Define project, program, and portfolio management.
  • Explain the interrelationships of project, program, and portfolio management and how these interrelationships work in an enterprise environment.
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Module 2: Working with the Microsoft Enterprise Project Management Solution
  • This module describes the architecture and components of the Microsoft Enterprise Project Management Solution.
  • Understanding the Enterprise Management Solution 2007
  • Navigating the Enterprise Project Management Solution Interfaces as Various Users
  • Lab: Working with the Microsoft Office Enterprise Project Management Solution
Skills
  • Describe the Microsoft Office Enterprise Project Management Solution 2007.
  • Navigate the EPM Solution interfaces as various users.
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Module 3: Establishing Program Governance
  • This module explains how to define a standardized methodology for program governance.
  • Understanding Program Governance
  • Understanding Program Governance Infrastructure
  • Defining the Policies and Procedures of Program Selection and Governance Process Control
  • Establishing Project and Program Life Cycle and Phase Governance
Skills
  • Describe program governance and its framework.
  • Describe the roles and responsibilities of those involved in program selection and implementation and the infrastructure needed to manage the program governance process.
  • Define the policies and procedures of program selection and governance process control.
  • Describe the program life cycle process and the guidelines to be used in establishing a program governance process.
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Module 4: Defining and Creating the Enterprise Environment
  • This module explains how to propose and apply configuration changes to an enterprise environment as they pertain to program management activities.
  • Reviewing the Default Settings of Office Project Server 2007
  • Implementing Changes in an Enterprise Environment
Skills
  • Describe the default settings for an enterprise environment in Project Server 2007.
  • Implement a proposed change in an enterprise environment.
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Module 5: Setting Up the Program
  • This module explains how to establish the characteristics and parameters of a program and define the program benefits in the context of Office Project Server 2007.
  • Creating, Saving, and Publishing a Program
  • Proposing and Implementing Changes to the Permissions and Enterprise Fields in an Enterprise Environment
  • Lab: Proposing Changes to the Enterprise Environment
  • Lab: Updating the Definition of a Program in Office Project Server
Skills
  • Create, save, and publish a program.
  • Propose and implement changes to the permissions and enterprise fields in an enterprise environment.
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Module 6: Planning the Program
  • This module explains how to deliver the detailed plan of a program and optimize the program for time, cost, and resources in order to establish a program baseline in the context of Office Project Server 2007.
  • Developing a Detailed Plan of the Program
  • Establishing the Interdependencies Between Tasks, Cross-Project Deliverables, and Resource Assignments
  • Optimizing Time, Cost, and Resources
  • Lab: Adding and Deleting a Project and Resetting the Baseline
  • Lab: Proposing and Implementing Updates to Enterprise Fields and Views
Skills
  • Develop a detailed plan of a program in Office Project Server 2007.
  • Establish the interdependencies between tasks, cross-project deliverables, and resource assignments.
  • Optimize a program for time, cost, and resources and reset the baseline.
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Module 7: Establishing Components of the Program Infrastructure and Managing the Resources
  • This module explains how to define program resources and, after identifying the critical resources, review and update the program plan and baseline.
  • Updating the Enterprise Resource Pool and Replacing Resources in the Program Plan
  • Refining the Program Plan by Identifying Critical Resources and Applying Necessary Changes
  • Lab: Updating the Enterprise Resource Pool and Replacing Resources in the Program Plan
Skills
  • Update the enterprise resource pool and replace resources in the program plan.
  • Refine the program plan by identifying critical resources and applying necessary changes.
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Module 8: Tracking Timesheets and Task Progress
  • This module explains how to track the work of program resources in timesheets and the task progress of a program in Office Project Web Access and Office Project 2007.
  • Managing Timesheets and Task Progress
  • Configuring Timesheets and Task Progress
  • Lab: Proposing Improvements to Timesheet and Task Progress Configuration
  • Lab: Reporting Time and Managing Timesheets
  • Lab: Reporting and Managing Task Progress
Skills
  • Manage the reporting of work and task progress and identify any timesheet and task progress configuration issues.
  • Configure timesheets and task progress in Office Project 2007.
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Module 9: Performing Earned Value Management
  • This module explains how to define Earned Value Management (EVM) and use EVM, including metrics, variances, and performance indexes, to create forecasts and make effective adjustments to a program.
  • Applying Earned Value Management
  • Using Earned Value Management in Office Project 2007
  • Creating and Modifying Views and Reports for Earned Value Management Analysis
  • Lab: Performing Traditional Earned Value Management
  • Lab: Performing Earned Value Management
Skills
  • Manually apply EVM.
  • Establish the settings for EVM to track the progress of a project in Office Project 2007.
  • Create and modify views and reports for EVM analysis.
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Module 10: Reporting and Analyzing the Program Data
  • This module explains how to use Project Center and the Data Analysis (OLAP Cube) features to view and report the status of a program and to make forecasts.
  • Customizing the Enterprise Fields and Views to Track a Program
  • Building an OLAP Cube and Creating and Modifying a View in Data Analysis
  • Lab: Proposing Changes to the Look and Feel of a Program
  • Lab: Proposing OLAP Cube Configurations
  • Lab: Generating and Modifying Views for Data Analysis by Using the OLAP Cube
Skills
  • Customize the enterprise fields and views in Project Center, Project Details, and Office Project 2007 in order to track a program.
  • Create, configure, and build an OLAP Cube and create and modify a view in Data Analysis.
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Module 11: Managing Project Workspaces for Programs
  • This module explains how to configure project workspaces to meet the needs of a program.
  • Configuring a Workspace for a Project in a Program
  • Managing the Queue
  • Lab: Planning Configuration Changes to a Workspace
Skills
  • Configure a workspace for a project in a program.
  • Describe Queue Settings and manage the Queue.
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Module 12: Closing the Program and Refining the Environment
  • This module explains how to describe the closing process for a program and propose and apply changes to the enterprise environment based on the lessons learned through a program life cycle.
  • Closing a Project in a Program and Archiving a Program
  • Refining an Enterprise Environment
  • Lab: Proposing Changes to an EPM Environment
  • Lab: Applying Changes to an EPM Environment
Skills
  • Close a project in a program and archive a program.
  • Refine an enterprise environment.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • Fundamental knowledge of project management.
  • Experience using Microsoft Office Project and Microsoft Office Project Server.
  • Experience with the Microsoft Windows XP or Windows Vista operating system.
  • Experience using Microsoft Office Project Web Access.
  • Familiarity with the key project management concepts and terminology found in the PMI PMBOK Guide.
  • It is recommended, but not essential, that students have completed Courses 5927 and 5928.
> Purpose
After completing the course, students will be able to define project, program, and portfolio management in an enterprise environment; describe the architecture and components of the Microsoft Office Enterprise Project Management Solution; define a standardized methodology for program governance; update an enterprise environment; deliver the detailed plan of a program and establish a program baseline; define program resources; track the program resources and the task progress of the program; define Earned Value Management (EVM); use Project Center and the Data Analysis (OLAP Cube) feature; configure project workspaces; describe the closing process; propose changes to the enterprise environment based on lessons learned through a program life cycle.