Effectively Using Microsoft Project Server 2013



This intense three-day instructor led course will teach how to use Microsoft Project Server 2013 as a complete project management information system. You will learn how to manage projects and schedules, resources, tasks, and timesheets with the Project Web App. You'll also learn how to manage your enterprise portfolio of projects. Key course topics includes:

  • Enterprise portfolio management
  • Managing project task updates
  • Status reports
  • Timesheets
  • Reporting and business intelligence
  • Prioritizing your project portfolio
  • Using SharePoint project sites
  • Integration with Microsoft Project

This class is packed with hands-on labs to reinforce class topics and provide you with the skills to successfully manage your project portfolio and individual projects. You'll learn best practices for implementing Project Server project management sites in SharePoint 2013, and practical ideas for implementing the solutions within you organization.

Make better decisions, communicate more effectively, and increase project success with Project Server 2013 and this training class!


  • Project managers
  • Project directors/PMO directors
  • Data analysts
  • Product managers
  • Operations managers
  • Other project team members

Learning Objectives

  • Provide stakeholders with a single point of access to information
  • Lower costs and improve operational efficiency
  • Jumpstart your efforts to create a Project Management Information System (PMIS)
  • Leave the course with everything you need to manage your enterprise portfolio
  • Learn by doing and building actual solutions during class
  • Increase project success immediately with learned skills
  • Effectively manage both Agile and Waterfall projects
  • Taught by project management and SharePoint experts
  • Real-world scenarios and examples of how to use Project Server in your organization
  • Get a handle on resource management in your organization

1. Overview - Project Server 2013 and SharePoint 2013

  • What's New in SharePoint and Project Server 2013
  • Cloud (Office 365) versus On-Premise Project Server 2013
  • Platform Overview and Features
  • Terminology in Project Server 2013
  • Understanding the Queue

2. SharePoint Concepts

  • The SharePoint Hierarchy
  • Permissions Modes
  • Lists and Libraries
  • Workflows

3. Tasks Lists and Project Sites

  • Creating Site Collections, Sites, and Sub-sites
  • Customizing Permissions
  • Adding Apps to a Site
  • Working with Tasks Lists
  • Using Document Sets

4. PWA - Project Web App 2013

  • Track Your Work carousel web part
  • Navigation and Getting Around
  • Project Center Views, Filters, and Groupings
  • Using the Data Grid

5. Configuring Enterprise Options

  • Data Fields
  • Enterprise Calendars
  • Time and Task Management Options
  • Timesheets
  • Views

6. Project Workflows and Governance

  • Understanding Enterprise Project Types
  • Working with Phases and Stages
  • Creating Project Detail Pages
  • Creating Site Templates
  • Creating Project Templates
  • Building Workflows

7. Working with Projects and MS Project

  • Options for Editing Project Tasks
  • Working with the Web Interface
  • Working in Microsoft Project
  • Managing Project Site Provisioning and Sites
  • Connecting a SharePoint Task List to Project Server and MS Project
  • Promote a SharePoint Task List to an Enterprise Project
  • Converting Enterprise Project Types
  • Managing Security

8. Resource and Assignment Planning

  • Enterprise Resource Concepts
  • Creating Resources
  • Creating a Resource Plan
  • Building a Project Team
  • Using Task Types and Effort Driving Scheduling
  • Cost Resources
  • Using Team Planner
  • Resource Overallocations
  • Viewing Resource Availability
  • Viewing Resource Assignments

9. Managing the Project

  • Critical Paths
  • Project Baselines
  • Project Permissions

10. Working with Issues, Risks, and Deliverables

  • Managing Issues
  • Managing Risks
  • Managing Deliverables

11. Tracking Time and Task Progress

  • Tracking time Options
  • Using the Timesheet screen
  • Submitting Timesheets
  • Status and responses to Timesheets
  • Approving Timesheets
  • Using the Tasks Page in PWA
  • Managing Task Updates
  • Reassigning work

12. Status Reports

  • Requesting a Status Report
  • Submitting a Status Report
  • Tracking Responses

13. Reporting and Business Intelligence

  • What Is BI?
  • Available Data in Project Server
  • What is OLAP?
  • Excel and Excel Services
  • The BI Center and Sample Reports
  • Creating Reports
  • Visual Reports in Microsoft Project 2013

14. Portfolio Governance

  • Understanding Demand Management
  • Understanding Portfolio Management
  • Configure Portfolio Options
  • Project Dependencies
  • Calculating Resource Capacity
  • Portfolio Analysis Tools