M5929

Microsoft Office Project Server 2007, Managing Projects and Programs

Microsoft Certified IT Professional (MCITP):

Enterprise Project Management with Microsoft

Office Project Server 2007 M5929 70-634

Course Title: Microsoft Office Project Server 2007, Managing

Projects and Programmes

Course Code: M5929
Version: A
Level: 300
Duration: 5 Days

Course Overview

The Microsoft Office Project Server 2007, Managing Projects and Programmes M5929 instructor-led training course has been designed to provide candidates with the necessary skills and knowledge required to use the Microsoft Office Project Server 2007 enterprise tool to initiate, plan, execute, monitor and control, and close enterprise programmes and to customise the enterprise environment. This is the third course in the Microsoft Office Project 2007 Official Curriculum series and addresses the Microsoft Office Enterprise Project Management (EPM) Solution.

Target Audience

Candidates who should consider attending the M5929 Microsoft training course include project managers, programme managers, members of the project management office, or participants in the deployment of an EPM solution, who are responsible for managing, analysing, and reporting on projects and programmes in the Microsoft Office EPM environment. Furthermore, these individuals are able to refine the Office EPM environment to create solutions to business problems. A solid understanding of key project management concepts and terminology as found in the Project Management Institute (PMI), A Guide to the Project Management Body of Knowledge (PMBOK Guide), Third Edition, and The Standard for Programme Management is recommended. Additionally, candidates are recommended to possess substantial hands-on experience in Microsoft Office Project Professional 2007, Project Server 2007, and Project Web Access prior to attending the course.

Course Objectives

On successfully completing the M5929 course candidates will be able to:

• Define project, programme, and portfolio management and explain their interrelationships in an enterprise environment
• Describe the architecture and components of the Microsoft Office Enterprise Project Management Solution and navigate the key interfaces of Office Project 2007, Project Server 2007, and Project Web Access
• Define a standardised methodology for programme governance
• Propose and apply updates to an enterprise environment
• Define a programme by establishing its characteristics and parameters and delineate programme benefits
• Deliver the detailed plan of a programme and optimise the programme for time, cost, and resources in order to establish a programme baseline
• Define programme resources, and after identifying the critical resources, review and update the programme plan and baseline
• Track the work of the programme resources in timesheets and the task progress of the programme in Project Web Access and Project 2007
• Define Earned Value Management (EVM) and perform EVM, including metrics, variances, and performance indexes, in order to create forecasts and make effective adjustments to the programme
• Use Project Centre and the Data Analysis (OLAP Cube) feature to view and report the status of a programme and to make forecasts
• Configure project workspaces to meet the needs of a programme
• Describe the closing process for a programme and propose changes to the enterprise environment based on the lessons learned through a programme life cycle

Course Prerequisites

Candidates attending the M5929 Microsoft training course should have a fundamental knowledge of project management and experience with using: Microsoft Office Project to create project schedules, using Microsoft Office Project Web Access, Microsoft Office Project Server (preferably Office Project Server 2007), Windows XP or Windows Vista operating system and Microsoft Office Excel 2003 or 2007.

Candidates are also recommended, but not required, to be familiar with the key project management concepts and terminology found in the PMI PMBOK Guide - Third Edition and the key programme management concepts and terminology found in PMI`s The Standard for Programme Management. Finally, candidates are recommended to have previously attended and completed courses M5927: Microsoft Office Project 2007, Managing Projects and M5928: Microsoft Office Project Server 2007, Managing Projects or possess the equivalent skills and knowledge.

Testing and Certification

The M5929 Microsoft training course is the recommended preparation for the 70-634 Pro: Microsoft Office Project Server 2007, Managing Projects and Programmes exam.

Course Content

Module 1: Managing Enterprise Projects, Programmes, and Portfolios

In this module candidates will learn about project, programme, and portfolio management, their interrelationships, and how they work and are managed in an enterprise. Candidates will be able to describe general programme management standards and define general programme management terminology.

Lessons:

• Managing Projects, Programmes, and Portfolios in an Enterprise
• Understanding Programme Management Standards and Terminology

After completing this module, candidates will be able to:

• Define projects, programmes, and portfolios and how they are managed in an enterprise
• Explain programme management standards and terminology

Module 2: Working with the Enterprise Project Management Solution 2007

In this module candidates will learn about the features, benefits, components, and architecture of the Office EPM Solution. The module also describes and demonstrates the different client interfaces that are available as part of Microsoft Office Project Server 2007 so that candidates can become familiar with techniques for navigating the interfaces as various users.

Lessons:

• Understanding the EPM t Solution 2007
• Navigating the EPM Solution Interfaces

Lab: Working with the EPM Solution

• Reviewing the Project Centre
• Reviewing Project Details
• Reviewing the Resource Centre
• Reviewing Project Workspaces

After completing this module, candidates will be able to:

• Describe the architecture and components of the Office EPM Solution 2007
• Navigate the key interfaces of Microsoft Office Project 2007, Microsoft Office Project Server 2007, and Microsoft Office Project Web Access

Module 3: Programme Management

In this module candidates will learn how to define a standardised methodology for programme management. The module also defines the necessary policies, procedures, and required infrastructures to establish programme management properly in enterprise organisations.

Lessons:

• Understanding Programme Management
• Programme Management in the Organisation
• Defining Policies and Procedures for Programme Management
• Programme Life Cycle Process and Phases

After completing this module, candidates will be able to:

• Define programme management
• Describe programme management in the organisation
• Define the policies and procedures for programme management
• Describe the programme life cycle process and phases

Module 4: Defining and Creating the Enterprise Environment

In this module candidates will learn about the default configurations in Office Project Server 2007. Candidates will then learn how to propose and apply configuration changes to an enterprise environment as they pertain to programme management activities.

Lessons:

• Reviewing the Default Settings of Office Project Server 2007
• Implementing Changes in an Enterprise Environment

After completing this module, candidates will be able to:

• Describe the default settings for an enterprise environment in Project Server 2007
• Implement a proposed change in an enterprise environment

Module 5: Setting Up the Programme

In this module candidates will learn how to establish the characteristics and parameters of a programme and define the programme benefits in the context of Office Project Server 2007. The module also describes how to identify ways to optimise the Project Server 2007 enterprise environment to effectively and efficiently implement and execute candidate`s programmes.

Lessons:

• Working with a Programme
• Customising Permissions and Enterprise Fields

Lab: Proposing Changes to the Enterprise Environment

• Proposing Changes to the Enterprise Environment

Lab: Updating the Definition of a Programme in Office Project Server 2007

• Updating the Definition of a Programme in Office Project Server

After completing this module, candidates will be able to:

• Create, save, and publish a programme
• Customise permissions and enterprise fields in an enterprise environment

Module 6: Planning the Programme

In this module candidates will learn how to deliver the detailed plan of a programme and optimise the programme for time, cost, and resources in order to establish a programme baseline in the context of Office Project Server 2007.

Lessons:

• Developing a Detailed Plan of the Programme
• Establishing Project Interdependencies in a Programme
• Finalising the Programme Plan

Lab: Adding and Deleting a Project and Resetting the Baseline

• Removing a Project from the Programme Plan
• Adding a New Project to the Programme Plan and Creating Appropriate Interdependencies in the Programme Plan
• Resetting the Baseline

Lab: Proposing and Implementing Updates to Improve the Planning Process

• Proposing Changes to the Enterprise Environment to Improve the Planning Process
• Implementing Changes to Views and Enterprise Fields

After completing this module, candidates will be able to:

• Develop a detailed plan of a programme in Office Project Server 2007
• Establish the interdependencies for cross-project deliverables and resource assignments in a programme
• Optimise a programme for time, cost, and resources and reset the baseline

Module 7: Managing the Resources

In this module candidates will learn how to define programme resources and, after identifying the critical resources, review and update the programme plan and baseline.

Lessons:

• Updating the Enterprise Resource Pool and Replacing Resources
• Refining the Programme Plan by Identifying Critical Resources

Lab: Updating the Enterprise Resource Pool and Replacing Resources in the Programme Plan

• Incorporating New Resources into the Enterprise Resource Pool
• Updating the Attributes of Enterprise Resources
• Replacing Generic Resources with Named Resources

After completing this module, candidates will be able to:

• Update the enterprise resource pool and replace resources in the programme plan
• Refine the programme plan by identifying critical resources and applying necessary changes

Module 8: Tracking Timesheets and Task Progress

In this module candidates will learn how to track the work of programme resources in timesheets and the task progress of a programme in Office Project Web Access and Office Project 2007.

Lessons:

• Managing Timesheets and Task Progress
• Configuring Timesheets and Task Progress

Lab: Proposing Improvements to Timesheet and Task Progress Configurations

• Proposing Improvements to the Timesheet Configuration
• Proposing Improvements to the Task Progress Configuration

Lab: Reporting Time and Managing Timesheets

• Reporting Time as a Team Member
• Approving, Rejecting, and Changing Timesheets

Lab: Reporting and Managing Task Progress

• Reviewing and Approving, Rejecting, and Changing Task Progress as a Project Manager
• Reviewing the Project Progress Reports as a Programme Manager

After completing this module, candidates will be able to:

• Manage the reporting of work and task progress and identify any timesheet and task progress configuration issues
• Configure timesheets and task progress in Office Project 2007

Module 9: Performing Earned Value Management

In this module candidates will learn how to define Earned Value Management (EVM) and use EVM, including metrics, variances, and performance indexes, to create forecasts and make effective adjustments to a programme.

Lessons:

• Applying Earned Value Management
• Using Earned Value Management in Office Project 2007
• Creating and Modifying Views and Reports for EVM Analysis

Lab: Performing Traditional Earned Value Management

• Establishing a Plan to Develop Earned Value Management in a Project by Hand
• Calculating Progress Up to a Specific Status Date and the EVM Data Points, Variances, and Indexes
• Calculating Forecasts

Lab: Performing Earned Value Management

• Reviewing the Project Plan and Setting Earned Value Options
• Creating PV, EV, and AC Graphics of the Programme

After completing this module, candidates will be able to:

• Manually apply EVM
• Establish the settings for EVM to track the progress of a programme in Office Project 2007
• Create and modify views and reports for EVM analysis

Module 10: Reporting and Analysing the Programme Data

In this module candidates will learn how to use the Project Centre and the Data Analysis (OLAP Cube) features to view and report the status of a programme and to make forecasts.

Lessons:

• Customising the Enterprise Fields and Views to Track a Programme
• Working with an OLAP Cube and a Data Analysis View

Lab: Proposing Changes to the Look and Feel of a Programme

• Identifying Needed Changes to the Default Views Used for Task and Project Tracking
• Proposing Changes to the Project Centre, Project Details, and Enterprise Global Template Views

Lab: Proposing OLAP Cube Configurations

• Proposing OLAP Cube Configurations

Lab: Generating and Modifying Data Analysis Views

• Generating a Data Analysis View
• Modifying a Data Analysis View

After completing this module, candidates will be able to:

• Customise the enterprise fields and views in Project Centre, Project Details, and Office Project 2007 to track a programme
• Work with a Data Analysis view and create, configure, and build an underlying OLAP cube

Module 11: Managing Project Workspaces for Programmes and the Queue

In this module candidates will learn how to configure project workspaces to meet the needs of a programme. Candidates will also learn how to properly configure and manage the queue to help candidates to control and optimise the availability of Office Project Server 2007.

Lessons:

• Configuring a Workspace for a Project in a Programme
• Managing the Queue

Lab: Planning Configuration Changes to a Workspace

• Planning Configuration Changes to a Workspace
• Applying Configuration Changes to a Workspace
• Reviewing Configuration Changes to a Workspace

After completing this module, candidates will be able to:

• Configure a workspace for a project in a programme
• Describe and configure the Queue

Module 12: Closing the Programme and Refining the Environment

In this module candidates will learn how to define and apply the closing process for a programme and propose and apply changes to the enterprise environment based on the lessons learned through a programme life cycle.

Lessons:

• Closing and Archiving a Programme
• Refining an Enterprise Environment

Lab: Proposing Changes to an EPM Environment

• Determining the Gaps Between a Current EPM Environment and a Required One
• Determining the Necessary Modifications to an EPM Environment
• Creating and Presenting the Proposal Detailing the Necessary Modifications to the EPM Environment to the Administrator

Lab: Applying Changes to an EPM Environment

• Negotiating Changes Between a Project Server Administrator and a Member of the PMO
• Applying Necessary Changes to the EPM Environment as a Project Server Administrator
• Testing Changes to the New Environment

After completing this module, candidates will be able to:

• Describe the process of closing and archiving a programme
• Refine an enterprise environment

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