Audience: New users of Microsoft Project, Microsoft Office SharePoint Server, and Windows SharePoint Services
Duration: Three days
Course materials are provided.
“By combining curriculum from Project and SharePoint, this class taught me to manage a project plan and publish it and more information to a project website without any technical expertise!”
“I thought Microsoft products were so easy to use that I didn’t need training. After learning the formal process that goes into planning and scheduling I am able to use the tools to proactively manage projects – not just as a historical tracking tool.”
Chapter 1 Project: The Fundamentals
- Introduction to Microsoft Project
- Understanding Project Management
- What’s New in Project 2007
- Using Common Views
- Creating a New Project
- Entering Project Scheduling Data
- Adjusting Calendars
Module 1 SP: The Fundamentals
- What is SharePoint?
- SharePoint’s Collaboration Features
- Accessing a SharePoint Site
- Understanding the SharePoint Window
- Navigating in SharePoint
- Understanding Permissions
- Using Views and Sorts
- Using Search
- Using Help
- Recycle Bin
Chapter 2: Entering the Task List
- Entering Tasks and their Durations
- Entering a Milestone
- Organizing Tasks into Phases
- Unlinking Tasks
- Creating Recurring Tasks
- Moving and Copying a Task
- Inserting and Deleting a Task
Module 2 SP: Creating a Project Site
- Create a Project Site for SharePoint
- Configure Site Options
- Add Permissions to the Site
- Create and Customize Contact Directory List
Chapter 3 Project: Entering and Assigning Resources
- Entering People, Equipment and Material Resources
- Adjusting Individual Working Schedules
- Using Resource Notes
- Understanding Effort-Driven Project Scheduling
- Assigning Resources to Tasks
Module 3 SP: Collaboration
- Add an announcement
- Create an Issues list
- Create a Document Library
- Upload the Project Schedule
- Starting a discussion thread
- Setting up alerts
- Create a meeting
- Create a recurring meeting
Chapter 4 Project: Viewing the Project
- Using Split Views
- Sorting Information
- Grouping Information
- Filtering Information
Chapter 5 Project: Working with Tasks
- Overlapping Tasks
- Delaying Tasks
- Setting Task Deadlines
- Setting Task Constraints
- Understanding Task Type
- Understanding Task Indicators
Chapter 6 Project: Working with Resources
- Displaying Resource Start Time
- Specifying Resource Availability
- Grouping Resources
- Assigning a Resource Calendar
Chapter 7 Project: Working with Costs
- Entering Resource Overtime Rates
- Specifying Pay Rate for Different Dates
- Applying a Different Pay Rate to an Assignment
- Using Material Resource Consumption Rates
- Entering Task Fixed Costs
Chapter 8 Project: Balancing the Project
- Scheduling Resource Overtime
- Identifying Resource Overallocations
- Balancing Resource Overallocations Manually
- Balancing Resource Overallocations Automatically
Module 4 SP: Document Libraries in SharePoint
- Check-in/Check Out
- Using Version History
Chapter 9 Project: Updating Project Progess
- Saving a Baseline Plan
- Updating the Entire Project
- Updating Task Actual Values
- Updating Task Completion Percentage
- Updating Actual Work
- Updating Actual Costs
Chapter 10 Project: Checking Project Progress
- Viewing Project Statistics
- Viewing Project Costs
- Checking Duration Variance
- Checking Work Variance
- Checking Cost Variance
- Identifying Slipped Tasks
- Saving an Interim Plan
Chapter 11 Project: Working with Reports
- Opening a Report
- Adding Page Elements to a Report
- Sorting a Report
- Defining Report Contents
- Saving a Project as a Web Page
Module 5 SP: Wikis, Blogs and SharePoint with Office
- Adding Wiki Pages
- Adding Blogs
- Synchronize Calendar, Tasks and Contacts with Outlook
- Create a meeting workspace from outlook
- Export lists to Excel
Chapter 12 Project: Working with Multiple Projects
- Creating Links Between Projects
- Consolidating Projects
- Viewing Multiple Project Critical Paths
- Viewing Consolidated Project Statistics
- Creating a Resource Pool
Module 7 SP: Integrating Project and SharePoint and Customizing the Site
- Display a Schedule in SharePoint
- Working with site setting
- Customizing site theme
- Customizing site navigation