Managing Tasks with Microsoft Project Server, Project Online and Project Lite

Managing Tasks with Microsoft Project Server,

Project Online and Project Lite

for Microsoft Project Server 2013

(4 Hours)

Course Overview

After attending this course you will be able to…

Use the Project Web App component of Microsoft Project Server or Project Online or Project Lite to gain an understanding of what tasks you are responsible for across all projects and to enter task progress information, submit changes to those tasks, record time in timesheets, create and update information pertaining to project issues and risks, upload project-related documents and set up email alerts for your tasks.

You will learn…

 the role that each of the components of the Project Server 2013 or Project Online environment plays in supporting the planning and managing of projects,

 how different project stakeholders interact with and use the different components in order to meet their needs,

 the benefits to the organization of using a tool like Project Server or Project Online,

 what information is available to project team members in Project Server, Project Online or Project Lite and how to navigate within the software in order to see the information of interest,

 how to use filters, sorting and grouping to make the information easier to work with,

 how to view and work with projects in Project Server or Project Online,

 how to view the tasks for which you’re responsible,

 the difference between “work” and “duration” and why it’s relevant,

You will learn (continued)…

 the different ways that task progress can be recorded,

 the roles involved in getting task progress updates into the plan and the process through which those updates move prior to being incorporated into the schedule,

 how to record progress on your tasks and how to submit those updates for review and approval,

 how to attach notes to tasks,

 what happens to your progress updates once they’re submitted,

 what categories are available for recording and submitting your time,

 how to record and submit your time,

 how to request vacation time in Project Server, Project Online or Project Lite,

 how to record sick time,

 how to reschedule your planned work on a particular task,

 how to assign your planned work on a task to another project team member,

 how to suggest the addition or removal of a task,

 what happens to suggested task changes once you’ve submitted them,

 how to set up email alerts and reminders for your tasks,

 how to identify a risk that pertains to a project or task with which you’re involved,

 how to identify an issue that pertains to a project or task with which you’re involved,

 how to upload project-related documents.

This course is appropriate for you if….

You are a project team member who is or will be responsible for providing updates about your project tasks and/or how you spent your time using Microsoft Project Server 2013, Project Online or Project Lite.

Benefits of the course include…

 project status updated in near real-time allowing for better decision making and increased likelihood of project success,

 more involvement of project team members in the information exchange regarding project status,

 an improved understanding by project team members of the “big picture” regarding projects with which they’re involved,

 fewer demands on project managers for updating the schedule which in turn frees them up to focus more on managing their projects,

 easier risk and issue identification and management contributing to an increased likelihood of project success,

 a better understanding of how project team members spend their time ultimately resulting in more efficient resource utilization,

 an understanding on the part of team members of the roles that others in the organization play in regard to planning and managing projects.

Detailed Course Agenda

Orientation to Project Server 2013, Project Online and Project Lite

Orientation to the 2013 Microsoft Project Portfolio Management Environment The Differing Roles within Project and Portfolio Management

Microsoft Project Portfolio Management Components The Many Flavors of Microsoft Project 2013

Understanding your Tasks and Projects

Getting Oriented in Project Web App (PWA) The PWA Homepage

The Elements of the PWA Interface Working with Projects in PWA

The Project Center

When Will I See a Project in PWA? Working with Projects in PWA Utilizing Auto Filters in PWA

Detailed Course Agenda (continued)…

The Task Center

Viewing Assignment Details

Determining Whether Your Tasks are Pacing the Project Schedule Reporting What You’ve Done

Recording Task Progress

Understanding “Work” and “Duration”

Distinguishing Between Time Tracking and Task Statusing Options for Tracking Task Progress

Task Progressing Methods

Roles Associated with Tracking Task Progress Submitting Task Progress Updates

The Role of the Assignment Owner

Recording Task Progress in the Tasks View of PWA

Recording Task Progress in the Assignment Details View of PWA Attaching Notes to Tasks

Review and Approval of Task Progress Updates The Role of the Status Manager

The Approval Center

Approval or Rejection of Task Progress Updates Rules for Processing Task Updates

Viewing Update History Reporting How You Spent Your Time

Tracking how Time was Spent Introduction to Timesheets

The Types of Time Available in the Timesheet Entering Time

Editing Time Already Turned In Administrative Time

Detailed Course Agenda (continued)…

Making Changes to Your Tasks Rescheduling Work on Tasks

Assigning Tasks to a Different Resource

Adding and Removing Tasks to and from the Plan Approval or Rejection of Changes to the Plan Setting up Alerts and Reminders

Setting up Alerts and Reminders

Setting up Alerts for Your Tasks and Status Reports Risk, Issue and Document Management

The Project Site

Identifying and Documenting Risks What is a Risk?

Identifying and Tracking Risks Identifying and Managing Issues

What is an Issue? Defining Issues

Working with Project Documents Uploading Project Documents