Installing, Configuring and Managing Projects/Programs with

Microsoft Office Project Server 2007

Course Duration – 4 days

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The content material covers the following Microsoft Certification exams:
Exam 70-633: TS: Microsoft Office Project Server 2007, Configuring
Exam 70-634: PRO: Microsoft Office Project Server 2007, Managing Projects and Programs
Exam 70-639: TS: Microsoft Office Project Server 2007, Configuring

Section A – Installing and Configuring Project Server 2007

Chapter 1 – Project Server 2007 Architecture

Overview of Logical Architecture

• Understanding the Database Tier
• Understanding the Application Tier
• Understanding the Web Tier

Overview of Physical Architecture

• Non-Redundant Configurations
  • Single Server Configuration
  • Two Server Configuration
• Redundant Configurations
  • Three Server Farm Configuration
  • Four Server Farm Configuration
  • Five Server Farm Configuration
  • Six Server Farm Configuration

Hardware and Software Requirements

• Hardware Requirements
• Software Requirements

Chapter 2 – Installing Infrastructure Dependencies

Service Accounts

• Practice – Creating Service Accounts
• Practice – Associating Service Accounts

Installing and Configuring Internet Information Services 6.0

• Practice – Installing and Configuring IIS 6.0

Installing and Configuring Microsoft SQL Server 2005

• Installing and Configuring SQL Server 2005
• Practice – Installing SQL Server 2005 and Analysis Services

Installing and Configuring Microsoft SQL Server Analysis Services 2005

• Configuring SQL Server Analysis Services 2005
• Practice – Configuring SQL Server Analysis Services 2005

Chapter 3 – Deploying Project Server 2007

Installing Project Server 2007

• Single-Server Farm Installation
• Multi-Server Farm Installation
• Stand-Alone Computer Installation
• Practice – Installing Project Server 2007

Configuring Project Server 2007

• Single-Server Farm Configuration
• Configuring Multiple Application Servers
• Practice – Configuring Project Server 2007
• Practice – Installing Service Packs for Project Server 2007

Configuring Forms-Based Authentication for PWA

• Creating LDAP Store with ADAM Directory Service
• Creating PWA Site using Forms-Based Authentication
• Practice – Configuring Forms-Based Authentication for PWA

Chapter 4 – Configuring Project Server Clients

Microsoft Office Project Professional 2007

• Installing and Configuring Microsoft Office Project Professional 2007
• Creating a Project Server Authentication Profile
  • Windows Authentication
  • Forms Authentication
• Logging on to Project Server
• Understanding the Local Project Cache
  • How to Configure Local Cache Settings
  • Viewing Cache Contents
  • Removing Projects from the Cache
• Practice – Installing and Configuring Project Professional 2007
• Practice – Installing Service Pack 1 for Microsoft Office Project 2007

Project Web Access

• Logging on to PWA using Internet Explorer
  • Sign in as a different user
  • Sign out
• Adding PWA to Trusted Sites Zone
• Installing Project Web Access ActiveX Controls
• Practice – Working with Project Web Access

Project 2007 Add-in for Outlook

• Installing the Project 2007 Add-in for Outlook
• Configuring the Project 2007 Add-in for Outlook
• Practice – Working with the Project 2007 Add-in for Outlook
• Practice – Installing Service Pack 1 for 2007 Microsoft Office Suite

Chapter 5 – Configuring Project Server Settings

Configure Enterprise Data Settings

• Understanding Custom Fields
  • Local Custom Fields
  • Enterprise Custom Fields
• Configure Enterprise Custom Field Definitions
  • Resource Enterprise Fields
    • Resource Breakdown Structure (RBS)
    • Understanding Security Rules and the RBS
    • Skills Inventory Field
    • Department Field
    • Team Assignment Pools
  • Project Enterprise Fields
    • Project Type Field
  • Task Enterprise Fields
• Configure Enterprise Global
• Configure Enterprise Calendars
• Practice – Configuring Enterprise Data Settings

Configuring Time and Task Management

• Configuring Financial Periods
• Configuring Timesheet Settings and Periods
• Creating Timesheet Classifications
• Configuring Administrative Time
• Configuring Task Settings
• Practice – Configuring Time and Task Management

Configure Operational Policies

• Configure Alerts and Reminders
• Configure Additional Server Settings
  • Enterprise Settings (Master Projects)
  • Currency Settings
  • Resource Capacity Settings
  • Resource Plan Work Day
  • Project State Field
• Defining Languages
• Practice – Configuring Operational Policies

Chapter 6 – Configuring and Managing Project Server Security

Overview of Project Server Security

• Project Server Security Objects
  • Project Objects
  • Resource Objects
  • View Objects
• Project Server Security Principles
  • Project Server Users
  • Project Server Groups
  • Project Server Categories
• Project Server Security Permissions
  • Global Permissions
  • Categories Permissions
  • Category Dynamic Rules
  • Security Templates
• Practice – Creating Security Templates

Creating Project Server Users

• Practice – Creating Project Server Users

Creating Project Server Groups

• Configuring Active Directory Synchronization for Groups
• Practice – Creating Project Server Groups

Creating Project Server Categories

• Practice – Creating Project Server Categories

Chapter 7 – Creating and Managing Enterprise Resources

Understanding Resources

• Local Resources
• Enterprise Resources
• Resources Types
  • Work Resources
    • Actual Resources
    • Generic Resources
  • Material Resources
  • Cost Resources
  • Budget Resources
• Booking Types
  • Proposed Booking Type
  • Committed Booking Type

Creating Enterprise Resources with PWA

• Assignment Attributes
  • Timesheet Owner
  • Assignment Owner
• Group Fields
  • Group
  • Code
  • Cost Center
  • Cost Type
• Team Details
  • Team Assignment Pools
  • Team Name
• Configuring Active Directory Synchronization for Enterprise Resource Pool
• Practice – Creating Enterprise Resources

Managing Enterprise Resources with Project Professional

• Assigning Costs to Resources
• Setting Variable Costs
• Setting Material, Budget, and Work Cost Types
• Setting Enterprise Resource Calendars
  • Setting Calendar Exceptions
• Importing Enterprise Resources
• Check In Resources
• Practice – Managing Enterprise Resources

Section B – Managing Projects & Programs with Project Server 2007

Chapter 8 – Initiating the Project

Understanding How Projects Are Created

• Understanding Enterprise Projects
• Understanding Proposals
• Understanding Activity Plans
• What's the Difference Between a Proposal and Activity Plan?
• Understanding Resource Plans

Working with Proposals

• Creating a Proposal
  • Entering Proposal Summary Information
    • Entering Proposal Work Details
    • Organizing Tasks into an Outline
    • Linking Dependent Tasks
    • Saving the Proposal
• Modifying a Proposal
• Approving a Proposal
• Converting a Proposal to an Enterprise Project
• Practice – Working with Proposals

Working with Activity Plans

• Creating an Activity Plan
• Refining an Activity Plan
• Converting an Activity Plan to an Enterprise Project
• Practice – Working with Activity Plans

Assigning Resources to a Plan

• Directly Assigning Resources to Tasks
• Creating a Resource Plan for a Proposal or Activity Plan
• Setting Resource Availability Options
• Entering Resource Time in the Resource Plan
• Synchronizing the Resource Plan with Build Team
• Saving and Publishing a Resource Plan
• Practice – Assigning Resources to a Plan

Chapter 9 – Creating Enterprise Projects

Creating an Enterprise Project

• Setting Project Properties
• Setting Project Start Date
• Setting Project Finish Date
• Practice – Creating an Enterprise Project

Planning Project Scope and Scheduling Tasks

• Entering Tasks and Milestones
• Saving Your New Project
• Sequencing Tasks in the Project Plan
• Creating a Work Breakdown Structure (WBS)
  • Outlining Tasks into a Hierarchy
  • Displaying Outline Numbers
  • Creating and Showing WBS Codes
• Setting Task Durations
• Identifying Task Dependencies
• Scheduling Tasks Using Specific Dates
  • Showing Deadlines
  • Setting Date Constraints to Schedule Specific Start or Finish Dates
  • Scheduling a Task Using a Calendar
• Setting Fixed Costs for Tasks
• Practice – Defining Scope and Costs of an Enterprise Project

Saving and Publishing Projects

• Saving a Draft Project to Project Server 2007
• Opening a Draft Project
• Publishing a Project to Project Server 2007
• Checking in an Enterprise Project
• Updating an Enterprise Project Offline
• Saving an Enterprise Project as a Local Project
• Importing a Local Project to Project Server
• Saving and Updating Enterprise Templates
• Archiving Published Projects
• Practice – Saving and Publishing Projects

Planning and Creating Programs

• Creating Master Projects
  • Enabling Master Projects in Project Server 2007
  • Adding and Deleting Projects in a Program
• Viewing Master Projects
• Changing Program Scope
  • Adding Projects to a Program
  • Deleting Projects from a Program
• Creating Deliverables
  • Identifying Deliverables in Your Project Plan
  • Identifying Deliverables Independent of Any Project Plan
  • Reviewing Deliverables
  • Creating Cross-Project Dependencies and Deliverables
• Practice – Creating a Program

Working in Project Center

• Reviewing Project Center
• Working with Plans in Project Center
• Using Project Center Summary Views
  • Using Detailed Project Views
  • Editing Project Properties
  • Opening a Project from Project Center
• Checking In Projects
• Practice – Working in Project Center

Chapter 10 – Resource Planning and Analyzing

Planning Resources

• Creating Resource Plans
• Building a Project Team with Named and Generic Resources
  • Proposing Resources for a Project
  • Commit Resources to a Project
• Assigning Resources
  • Assigning a Team to a Task
  • Assigning Resources to a Task
• Resolving Resource Over-Allocations
• Matching and Replacing Resources
• Practice – Working with Resources

Analyzing and Reviewing Resources

• Setting Baselines
• Analyzing a Resource View across Multiple Projects
• Reviewing the Resource Center
  • Viewing Resource Assignments
  • Viewing Resource Availability
  • Viewing Planned Work
  • Viewing Resource Plans
• Manage My Resources' Alerts and Reminders
• Practice – Working with The Resource Center

Chapter 11 – Establishing Project Controls

Creating Project Workspaces

• Configuring Workspace Provisional Settings
  • Automatic Provisioning
  • Manual Project Workspace Site Creation
• Manually Creating Project Workspace Sites
• Adding and Modifying PWA Web Parts
• Practice – Working with Project Workspaces

Managing Risks

• What are Risks?
• Creating and Assigning Risks
• Linking Risks with Tasks
• Modifying or Deleting Risks
• Reassessing Risk
• Practice – Working with Risks

Managing Issues

• What are Issues?
• Creating and Assigning Issues
• Linking Issues with Tasks and Risks
• Modifying or Deleting Issues
• Practice – Working with Issues

Managing Documents

• Creating Document Libraries
• Uploading Documents
• Creating, Saving and Updating Enterprise Templates
• Linking Documents with Tasks and Projects
• Modifying or Deleting Documents
• Edit Document Properties
• Enabling Document Version and Check-in/Check-out
• Practice – Working with Documents

Chapter 12 – Measuring Project Performance

Understanding Project Progress

• Project Server Timesheets
• Project Server Task Updates
• Project Server Status Reports
• Understanding the Difference between Timesheets and Task Updates

Managing Timesheets

• Creating a Timesheet
• Adding Tasks to a Timesheet
• Importing Task Progress into a Timesheet
• Completing and Submitting a Timesheet
• Requesting Non-Project and Non-Working Time
• Reviewing and Approving a Timesheet
• Reviewing and Approving an Administrative Time Request
• Viewing My Timesheet
• Importing a Timesheet
• Practice – Working with Timesheets

Managing Task Updates

• Viewing My Tasks
• Rejecting or Reassigning Assignment
• Assigning Yourself a Task
• Reporting Task Status with PWA
• Capturing Task Progress with Local Resources
• Requesting Task Updates
• Reviewing, Approving, or Rejecting Task Updates
• Previewing Task Update Impact
• Practice – Working with Task Updates

Managing Status Reports

• Requesting Status Reports
• Reviewing Status Reports
• Submitting Status Reports
• Practice – Working with Status Reports
• Configuring Personal Settings
• Manage My Alerts and Reminders
• Manage My Queued Jobs
• Practice – Working with Personal Settings

Chapter 13 – Viewing Project Data

Working with Views

• Project Center Views
• Project Views
• Resource Plan Views
• Team Builder Views
• Resource Center Views
• Resource Assignment Views
• My Work Views
• Team Task Views
• Timesheet Views
• Customizing Views
• Practice – Creating and Working with Views

Viewing and Analyzing Project Data

• Date Variances
• Work Variances
• Cost Variances
• Earned Value Analysis
• Practice – Working with Variances

Data Analysis Views

• Using Project Professional Visual Reports
• Understanding OLAP Cubes
• Creating an OLAP Cube
• Creating a Data Analysis View
• Modifying a Microsoft PivotTable
  • Exporting Data to Microsoft Excel
  • Printing a Grid
• Practice – Creating and Working with Data Analysis Views

Appendix 1 – Building Microsoft Virtual PC Machines

Installing and Configuring Microsoft Virtual PC 2007

Creating Virtual PC Machines

• Single Server Configuration in a Domain Environment
• Standalone Configuration in a Workgroup Environment