This course is designed to cover all the features and aspects of Microsoft Project Online (also known as Office 365 PPM) Administration. Attendance on the Introductory Project Professional course is a desirable pre-requisite. Knowledge of Office 365 Administration would be an advantage but is not essential. Administrators should also have access to Microsoft Project Professional and ensure that this is installed on the PC/laptop used for training. Delegates may bring and work from thier own device if they wish. Hi-speed Wifi will be available on site.
Who Should Attend
Users who will be responsible for managing, maintaining and updating the Microsoft Project Online system, resources and user information. Typically, these may be individuals from IT or from operational areas of the business.
Upon completion of the course, delegates will be able to:
Understand Project Online Concepts & Setup -
- Understand the different areas of the PWA Home page and menu links.
- Understand how to add new users, authentication types, and logins.
- Understand how to set up e-mail notifications for users and their teams.
- Demonstrate how to save Microsoft Project plans to Project Online and understand the key differences between Draft and Published plans.
- Understand how users can view, edit, and update projects & tasks assignments in the browser.
- Understand the Approval Center, and the approval processes as well as how to reject, create, and delegate task assignments.
- Understand how to link documents, issues, risks and documents to projects and control access.
- Understand how to create project sites, create new folders
- Understand how to set alerts on tasks and deadlines.
- Understand how version control in the project sites.
- Understand how to create custom fields, field types, and use formulas.
- Show how to view projects in the Project Center & how to create and maintain custom views.
- Understand best practices in creating views, groups and categories.
- Show how to view resources in the Resource Center & how to create custom views.
- Demonstrate how to view resource and assignment data related to one or more projects.
- Understand how to edit enterprise resource pool information.
- Understand Calendars and how to create them. View and update calendar changes.
- View and update task changes to a Microsoft Project plan and the update process.
- Set up rules to automatically update projects.
- Understand Check In/Check Out of Project plans, resources and objects.
- Understand Permissions modes and which mode is appropriate.
- Understand Categories/Groups/ Permissions & Security Templates and how to use these to configure the system. (Essential for analyzing the business data and how Project Online can be adopted.)
- Understand how data is stored in Project Online and in Project Sites (based on SharePoint).
- Understand options for adding 3rd party apps (free or paid).
- Understand the best scenario for management of updates and changes and control of updates to the production environment.
- Understand why a formal release management process is important and how to adopt and manage the process.
- Understand backup options.
- Get an overview of integration options and scenarios.
Project Online Administration -
- Understand the different Administration role options.
- Understand the communication and messaging process.
- Understand the Task Views, Time Periods, Fiscal Periods and options.
- Describe the provisioning process for creating project sites (publishing).
- Understand how to view and upload documents for projects.
- Understand how to create and edit an issue or risk.
- Demonstrate connecting Microsoft Project Professional to Microsoft Project Online.
- Understand the functionality of Microsoft Project Online.
- Understand the different user types and the how they interact with Microsoft Project Online and the functionality of each, as well as how to modify permissions.
- Understand the responsibilities of a Microsoft Project Online Administrator and adopt best practices.
- Discuss the various views available, their purpose and how to customize them.
- Understand the integration of SharePoint from the Microsoft administration perspective.
- Understand Reporting and Business Intelligence capabilities in Project Online.
- Understand the concepts behind reporting from Project Online (oData feeds).
- Understand exporting data from Project Online to Excel.
- Managing the Global File and significance for Project Online users.
- Describe license management within Office 365 and the options for Project Pro and Project Online.
- Understand how security works within Microsoft Project Online.
- Demonstrate the process for setting custom permissions.
- Understand the process for time tracking and progressing updates.
- Understand and edit the Resource Breakdown Structure.
- Understand the Administration options in Project Online and how to use them.
- Demonstrate and understand the significance of Outline code fields at Project, Task and Resource level.
- Understand and the Portfolio capabilities and administer the settings in Project Server (note : there is a separate course covering Microsoft Project Online Portfolio Management, administration and reporting).
- Understand Messaging logs, and the Queue services in Project Server.
- Describe, understand and be able to apply Multi-value fields.
- Recognise what the Active Cache is and how it works.
- Best Practices and do’s and don’ts.
- Managing multiple Project Online instances (Test, Staging, Production).
- Release Management process for changes into production.
When & Where
Technology Associates is one of the leading IT solutions companies specialising in Microsoft Project, Project Server, Project Online and the Microsoft Project and Portfolio Management Solution (otherwise known as the Microsoft Office 365 PPM Solution). Since 1990, Technology Associates have provided advice, deployment, consultancy, development and training services on these solutions to more than 900 organisations including some of the world's leading companies.
Technology Associates have deployed hundreds of Project Server and Project Online solutions and deployed more than 2,000 Microsoft Project based solutions. Now focusing on the Microsoft cloud based options available to customers, our portfolio covers Office 365 PPM, SharePoint Online, Project Online, Azure (for dedicated or hybrid scenarios), as well as of course Office 365 itself and all associated products. In addition, we provide low cost custom development, including web apps and integration scenarios.
The company holds several Microsoft Gold Competencies in Project & Portfolio Management, Midmarket, Application Integration and Application Development, along with several other silver competencies and has been a Microsoft Partner since 1992. With such a strong technical tour-de-force we have built a solid reputation for delivering high quality services and solutions, and providing exceptional value for money. Headquartered in the United Kingdom, with overseas offices in New York, San Francisco, and India, and a strategic partner network covering AsiaPac, Middle East and ROW, we work internationally in delivering IT solutions to our customer base in over 39 countries, although our primary customer base remains in the United Kingdom.
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