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Microsoft Enterprise
Project and Portfolio Practicalities |
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Two
or three days (customisable around delegate
requirements and current system specification
and business processes). |
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►
Company course listing
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A practical and
thought-provoking workshop explaining techniques for planning
and controlling projects using Microsoft Project PPM. Detailed
working concepts of the system are explored to help plan and
control people, tasks and time in an enterprise environment.
Pre-defined or customer-specific exercises test skills and
abilities and relate them to practical project environments. |
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Microsoft Project
2013/2010 users who will be planning projects and utilising
resources within an Enterprise Project Programme and Portfolio (PPM)
environment. |
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Project preliminaries
This first
module is all about getting started with Microsoft Project.
You will learn about toolbars and menus, task panes and help.
The various ways that data can be viewed are also introduced,
together with an explanation about the types of data that can be
managed. |
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The Microsoft Project
user environment
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Communicating with
Microsoft Project
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How to create
projects
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The building blocks
of a project
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How to view the
project's data
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Configuring the PPM environment
The second
module introduces the PPM environment and how this can be
established and configured. You will learn how roles and
permissions control what people can see and what they can do.
You will create and manage fields that apply to all projects
within the enterprise. To define people within the enterprise,
you will import existing resource information and then configure
it for the needs of all projects. Finally, you will see how
projects and tasks are managed in an enterprise environment,
together with the calendars that control what can happen when. |
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PPM overview
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Roles and permissions
overview
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Managing enterprise
fields
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Managing enterprise
components
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Importing resources
into the enterprise
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Opening the
enterprise resource pool
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Detailed resource
definition
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Opening and saving
projects
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Importing projects
into the enterprise
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Defining tasks within
the enterprise
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Calendars within the
enterprise
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Portfolio selection, detail pages and
workflows
This module
introduces the concept of workflow management and portfolio
selection. It explains how data is captured using Project
Detail Pages and how levels of authority are used to progress a
project through its lifecycle. Portfolio selection using
sophisticated cost and resource analysis is also discussed,
together with how this can be integrated into a
workflow-controlled environment. |
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Understanding Project Detailed pages and how they are
configured
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Using
workflow-controlled and non workflow-controlled Enterprise
Project Types
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Workflow
stages and phases
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Workflow
status and approvals
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Understanding project impact statements and business drivers
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Creating
a portfolio analysis
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Using
analysis scenarios
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Planning the work
This module is
all about creating and defining the tasks within a project. You
will learn how to create, organize and manage a project's
outline. You will then define a duration for each task as your
best estimate of how long that task will take to complete.
Further task definition will be achieved by using task notes and
creating hyperlinks. You will learn how to create links between
tasks that will determine the schedule of a project. Finally,
you will learn various ways that the project's schedule can be
viewed and interpreted. |
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Defining a project's
outline
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Refining an outline
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Defining individual
tasks
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Tasks and durations
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Creating links
between tasks
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Tasks and the network
diagram
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Reviewing the task
outline
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Reviewing the
sequence of tasks
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Reviewing the schedule
This module
concentrates on reviewing the schedule of a project. As a
project usually has a critical path, you will learn how to
emphasize this and also how to indicate slack both graphically
and as a value. You will also learn how Microsoft Project can
produce information in printed form, together with the wide
variety of options on how a printed view can be configured. |
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Modifying the look of
tables
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Formatting the look
of text
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Displaying a critical
path
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Timescale formatting
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Page setup options
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Setting print
parameters
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Assigning resources in an enterprise
environment
This module
explains how resources are defined and assigned to perform tasks
within an enterprise environment. Local project resources and
resources within an Enterprise Resource Pool are created and
configured. Skills are applied to resources and project teams
are built to effectively use the skills available. Team members
are assigned to tasks relative to the skills and availability
that they possess. As assignments are controlled by task types
and whether a task is effort driven or not, you will learn how
to establish these important parameters and understand the
implications that they can have. You will also learn about the
impact that assignments can have upon the project's schedule as
it now becomes a much more accurate representation of what
should happen and when. |
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Creating local
resources
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Creating skill-based
assignments
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Setting up Team
Builder
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Creating a project
team
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Single person
assignments
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Multiple assignments
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Assigning work around
availability
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Using materials and
money
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Using task types
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Using effort driven
tasks
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Managing external
influences
This module
illustrates the effects that the outside world can have upon the
tasks and resources within a project. You will learn about the
default options that govern how Microsoft Project works; how the
project's schedule is calculated, how projects are viewed and
edited etc. You will also learn how tasks can be constrained,
together with the far-reaching effect that this can have upon
the project's schedule. |
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Setting look and feel
defaults
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Setting calculation
defaults
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Local defaults and
global defaults
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Changing task
dependencies
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Applying task
constraints
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Scheduling the tasks
directly
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Finding tasks with
constraints
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Project-wide
constraints
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Viewing, analyzing and reporting
This module
looks at how data within Microsoft Project can be viewed and
effectively managed. You will learn how to create and manage
customized information in the form of custom fields, custom
views, custom tables, custom filters and custom groups. You will
also learn how all these customized components can be shared
between projects, thus promoting standardization. As Microsoft
Project can provide a wealth of online information, you will
also learn how this information can be published and viewed
within other PC applications. |
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Using global filters
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Creative use of
AutoFilter
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Creating and applying
custom fields
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Intelligently using
sort criteria
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Managing views and
tables
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Using usage views
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Configuring usage
views
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Using resource graphs
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Using task-based
reports
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Resource and crosstab
reports
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Sharing and
publishing project information
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Managing project
components
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Optimising people and plans
This module
explores the various options available within Microsoft Project
to optimize the relationship between a project's tasks and the
resources that will perform the work upon the tasks. You will
learn how to determine which resources have conflicts, when the
conflicts happen, and (most importantly) the reason for the
conflicts. You will learn how to compare the project's schedule
before and after the conflict is resolved. You will also learn
about the various options available to control how Microsoft
Project performs the leveling process, together with ways to
evaluate the benefits and the impact that the leveling has
provided. To help you interactively optimize resource
allocations you will also learn various ways to edit individual
assignments. Finally, you will learn about the Resource
Substitution Wizard and the impact it can have on resource
assignments within projects all across the enterprise. |
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Dealing with resource
conflicts
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How to find resource
conflicts
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General leveling
parameters
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Detailed leveling
parameters
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Reviewing the effects
of leveling
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Manual assignment
replacements
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Detailed assignment
editing
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Using the resource
substitution wizard
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Resource substitution
and resource leveling
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Collaborating information and progressing the plan
This module
takes the project from the planning stage into actually
performing the work upon the tasks and the achievement of the
overall project objectives. You will learn how to create
baselines to provide comparisons of what should have been
achieved with what has and will be achieved. You will learn how
to establish past / future boundaries and how these boundaries
can best be applied. To inform your team members and project
stakeholders about the project's tasks and assignments, you will
publish the plan. Then, assuming the role of a team member, you
will review a personal Gantt chart and enter in progress within
a personal timesheet. You will also see how work can be
delegated to other resources and how you can communicate risks,
issues and general documents across the enterprise. When
progress information has been updated, you will learn how to
accept this information back into the plan and review the impact
that it has had. You will also learn how to update tasks with
simple time-based progress in terms of completions and actual /
remaining time. As work doesn't always proceed according to
plan, you will also learn how to reschedule uncompleted work
into the future, together with the implications that this can
bring. |
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Creating baselines
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Displaying progress
information
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Setting update
boundaries
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Publishing project
information and tasks to knowledge workers and stakeholders
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Using Personal Gantt
charts
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Delegating work
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Updating personal
timesheets
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Working with status
reports
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Managing project
documents
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Working with risks
and issues
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Sending update
information
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Receiving and
accepting update information
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Reviewing the updated
assignments
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Updating tasks with
time-based progress
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Rescheduling
remaining work
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Replanning the future
This module
looks at the effect of updates to a project and the variances
that they can create. As variances can have a dramatic effect
upon the schedule of a project's tasks and its resources, you
will learn how to find and evaluate where these variances are
and what has caused them. You will also learn how to find where
scheduling conflicts exist and determine their cause and also
their magnitude. You will learn how to perform an earned value
assessment against a project to get an early warning of cost or
schedule overruns. Once you have analyzed the effects of the
progress, you will then apply methods, skills and abilities
learned throughout this training course to amend the schedule
and course of the project. You will perform various what-if
analyses against tasks, resources and assignments to return the
project to meeting its objectives. |
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Looking for schedule
variances
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Filtering and
grouping by schedule status
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Evaluating work and
cost variances
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Earned value analysis
overview
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Applying earned value
analysis
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Replanning tasks to
get back on track
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Replanning people's
work to get back on track
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Analysing enterprise-wide information
This final
module looks at project information across the entire
enterprise. Using the Project Center, you will learn how to
assess project performance and identify problems and successes,
changes and trends. You will also learn how to identify
overloads and bottlenecks for particular individuals within the
Resource Center, together with skill assessments and capacity
planning. Using business intelligence reporting, you will get an
understanding of how sophisticated information dashboards and
web parts can be created providing portfolio-wide understanding. |
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Reviewing the
schedule progress of projects in the Project Center
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Project performance
reviews
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Drilling down into
project detail
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Reviewing workload
and availability by individual and skill within the Resource
Center
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Business
intelligence overview
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Microsoft and the Microsoft
Partner logo are registered trademarks of Microsoft Inc.
The PMI REP logo is a registered mark of the Project Management
Institute, Inc. |
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