Project Server / Project Online Administration

The goal of this instructor-led course is to provide administrators with the knowledge and skills necessary to effectively to configure the Project Online environment for managing proposed projects using workflows, manage settings for active projects, costs and enterprise resources.  Administrators will learn how to manage the security settings of the environment, handle operational database settings and build custom templates and reports.

Call 1-866-727-4648 to reserve a seat or schedule a dedicated session. 

 The following is a detailed list of topics covered in this course:  

Overview to Project Server / Project Online

  • Implementing an EPM Solution
  • Project Online Architecture
  • Connecting with Project Professional
  • Configuring Project Professional

Customizing Enterprise Data

  • Modifying Enterprise Calendars
  • Customizing Fields & Lookup Tables
  • Modifying Lookup Tables
  • Creating Calculated Fields
  • Creating Custom Tables & Views
  • Saving & Closing the Enterprise Global
  • Creating Enterprise Templates

Customizing Proposal Settings

  • Creating Workflows
  • Defining Enterprise Project Types
  • Customizing Phase and Stages
  • Modifying Project Detail Pages
  • Customizing Drivers

Configuring Time & Task Management

  • Task Settings and Display
  • Best Practice for managing Closed Tasks
  • Project Fields for managing Assignments
  • Modifying the Task Update Page
  • Timesheet Settings and Defaults
  • Administrative Time Settings
  • Timesheet Classifications & Fiscal Periods

Defining the Security Model

  • SharePoint Security Mode
  • Project Server Security Mode
  • Project Web App Permissions
  • Group & Category Permissions
  • Security Templates
  • Managing User Accounts
  • Best Practices for Inactive Resources
  • Setting up Team Resources


Queue & Database Administration

  • Manage Queue Jobs
  • Delete Enterprise Objects
  • Force Check-in Enterprise Objects

Operational Policies

  • Additional Operational Settings
  • Connected SharePoint Sites

SharePoint Site Administration

  • Daily Schedule Backup
  • Administrative Backup & Restore
  • Project Site Provisioning Settings
  • Creating a Custom Workspace Template

Customizing Views & Reporting

  • Customizing the Look & Feel
  • Modifying the Quick Launch
  • Adding Web Parts
  • Managing Online Views
  • Gantt chart Formats
  • Grouping Formats

Project Server Reporting

  • oData Data Structures
  • Excel Reporting Services
  • Pivot Charts and Graphs
  • Reporting Templates