Free Guide to Microsoft Project Server 2010

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Oct 31, 2013 (3 years and 9 months ago)

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Copyright
201
3

Kathy Schwalbe LLC


1


Free Guide to
Microsoft
Project Server

2010

August

2012

1.
Introduction

These instructions should help instructors and students who plan to use the enterprise project m
anagement
capabilities of Microsoft
Project Server

2010
in a classroom environment
. They were written by

Paul J
.

Pennington,
Teacher of Technology Project Management and Technology Consulting
, The Bauer School
of Business, University of Houston
, and edited
a bit
by
Kathy Schwalbe
.

If you have technical questions,
please contact Paul at
ppennington08@gmail.com
.

You can use this guide for free for educational
purposes. If you improve upon it, please share it with us!

Microsoft
Project Server

2010 is a powerful extensio
n to Project Standard and Professional
, as described
in detail in Appendix A of both of Kathy Schwalbe’s texts (Information Technology Project Management
and An Introduction to Project Management).

Using the

Project Server

2010
version allows students to
experience an enterprise class communication and planning platform and be far more prepared to entire
the workforce with this knowledge.

Many students ask a basic question:



Why should we use the
Project Server

2010
versus just Project Professional
for
the classroom?

Answers to this question are varied, but should include the following
.
Project Server

2010 provides
:



A real
-
time
project portfolio
view of
all
projects from all student teams
, facil
itating remote help
and training sessions by the
instructor



Multi
ple
project
communication and
collaboration

for each team

via SharePoint Services 2010



Management

of an enterprise
resource pool across multiple projects for each team



Vastly improved project organization
, team guidance,

and communication via the My W
ork
section of Project Web App

(PWA)



M
ultiple types of security profiles to work or view the project details, including the
p
roject
manager
s
, the client ma
nagers, developers, stakeholders,
and instructors



Minimal software footprint for the students, the su
pport staff and the clients



Mobile access to your
i
ndividual p
roject tasks and documents via a
mobile web browser

(Internet
Explorer version 8 or higher is required after the base project is built)

2.
Getting
S
tarted with
Project Server

2010

When planning your usage of
Project Server

2010
a
s an educator, there are a number of ways you can
start
your
Project Server

instance, these alternatives
include (
from highest initial up

front cost to lowest):



A dedicated
Project Server

with a dedicated
Sh
arePoint Server



A single server, virtualized and running both
Project Server

and
SharePoint

services



A cloud based solution, where you are paying for access per user per month


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3

Kathy Schwalbe LLC


2


Project Server

2010 is built on
SharePoint Server

2010

and is fully integrated to the SharePoint database
.

From the student support perspective, the
Project Server

is used to manage the project timeline, processes,
timesheet and tasks.
SharePoint services are

the communication back

end and document reposito
ry for
the individual projects. SharePoint is
also
directly linked to the
Project Server
, with task, risk and issue
management in a central group collaboration platform.

A dedicated environment is recommended for a student class size larger than 50 studen
ts
.

This

type of
installation involves the usage of two individual serv
ers, one for the
Project Server

with SharePoint
services
, and

a second

server

to support the
Exchange Messaging Services
.

A virtualized server is
recommended for a class size of between

10 and 50 students, allowing the hardware costs savings, but
still allowing for a robust student experience.

Following are the hardware and software licensing requirements for the first two
types

of installations.

Project Server

2010 hardware and softw
are requirements for usage

Depending on the number of projects you expect, and the size of each project, your hardware needs will
vary, and are detailed by Microsoft at their planning architecture site:

http://technet.microsoft.com/en
-
us/library/hh297440

Microsoft l
icensing
requirements

for a dedicated or virtualized environment are found at:

http://www.microsoft.com/licensing/

An alternative to purchasing dedicated hardware for your
class’s

Project Server

environment is the
monthly leasing of the software via Software as a Service

(SAS
). This is usually accomplished via an
agreement with a cloud services provider, described bel
ow.

Cloud based access

Cloud based providers include:

http://www.phase2.com/project_overview.aspx

http://www.apps4rent.com/microsoft
-
project
-
server
-
hosting.html


http://www.bemopro.com/

http://www.qpmusa.com/EPM
-
Hosting
-
Services
-
In
-
the
-
C
loud.html

The
monthly
costs

for cloud services

in
summer

2012 were continuing to decline, and were between $2
5

and $70 USD/month
. Services

can usually be ordered and configured by the hosting company within
a
week.

For all installations above, plan on an a
dditional fifteen to twenty five hours of additional setup time to
configure the users, workspace, templates and security for student usage.


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3

Kathy Schwalbe LLC


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3.
Introduction to Project Web App

Project Web App
(PWA)
is one part of an end
-
to
-
end enterprise project management solution. This
solution includes a client program, Project Professional, and a server,
Project Server
.
PWA

is part of
Project Server
.
Prior to using PWA, the server must be initialized, and the stu
dents must all be given
security rights and accounts to use the

project
web portal.
PWA

is a robust Web application that is used
to do everything from analyzing portfolios and managing demands to entering time in a timesheet and
updating task status.

Brow
ser support for Project Web App

Client
b
rowser support for
Project Server

2010 varies by the Service Pack (SP) level installed, and is
provided

at this site:

http://technet.microsoft.com/en
-
us/library/ff631137.aspx

Windows
c
lients

As August 2012
, Internet Explorer, Firefox
,

and Google Chrome were supported to view the My Work
section, but for a rich experience, including the functionality included in this
guide
, Internet Explorer 8.0
or higher is strongly recommended.

Macintosh
c
lients

Two solutions are available for Macintosh clients to enable them to utilize
PWA

on
Project Server

2010.
Either technique has been proved to be a very good substitute for using a
Windows
-
based

operating
system.

Following are the recommended solutions students
at the University of Houston
have used
successfully to access the university
Project Server
s:



Remote terminal server client for Macintosh:

http://www.microsoft.com/mac/remote
-
desktop
-
client



Windows virtualized desktop within the Macintosh using VMWARE fusion
:
http://www.vmware.com/products/fusi
on/overview.html

Either product has comparable performance versus the
Windows
-
based
client.

Mobile clients

With the release of
Project Server

2010, web
-
enabled mobile clients can be used to access parts of
the
Project Server

information.
Project Server

gives users the capabilities to
view a considerable
amount of project information remotely, including tasks, SharePoint sites, and shared documents for the
project.

T
he mobile client allows users a basic interface to the
documentation

and issues
, tasks,
and
discussion
s

within their project site
, as shown in Figure
1
.

This interface will allow clients to view
documents, messages, issues and a variety of items on the associated Project Site built on SharePoint.
The mobile interface is customizable for a specific user or group within the SharePoint services.


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Figure
1
.

PWA
m
obile
i
nterface

Project
-
oriented
class setup and timing

The life cycle for semester
-
long projects
at the University of Houston
include
s

internal and external tasks
,
as shown in Figure
2
. Note that many team projects are paid engagements with real cli
ents. At the start of
the semester, projects are selected and awarded or assigned to student teams. Each student team works
with the project client and instructor to set and report on milestones each month. The team utilizes their
resources, tracks their t
ime, and invoices the client each month.



Project award (Start
of the semester)

Mi l estones set and
reported (Monthl y)

Resources uti l i zed

Ti me bi l l ing

del i vered (Monthl y)

Invoi ce to cl i ent

(monthl y)


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3

Kathy Schwalbe LLC


5


Figure
2
. Project life cycle at the University of Houston

The
p
roject team and delivery structure within the
Project Server

follow
s

the criteria

shown in Figure
3

for the Project Consulting class

at the Universi
ty of Houston
. Notice that each individual team has
categories for managed milestones, billing hours, resource usage, and project completion payments.


Figure
3
. Project Server criteria

4.
PWA
H
ome
S
creen and
I
nitial
F
ocus
A
reas

The Project Web App is a
r
obust client
that

allow
s

students to
manage

the
ir projects, teams, timesheets,
and tasks
,

and allows for interaction with

the Project Site associated with the specific project via

SharePoint services. It is important to note that each of these topics will be covered from the student
perspective in this
guide
, but it is by no means a complete set of features for this product.
The purpose of
this guide is

to give an overview of the

most
heavily

used features within PWA and
to provide
tips to help
instructor
s

and student
s

in faster
adoption

of
those
feature
s

for their project teams.

An example PWA home screen showing the
instructor
’s view

is
provided in Figure 4.
The individual
featu
res of the PWA are listed on the left bar, with the project list immediately to the right. This project
list includes all of the projects currently active, along with a summary list of the current project status and
completion level. Note
that the
PWA ho
me screen changes with the student view, as it includes only the
project(s) that the student has security permissions to view. Further, the PWA bar on the left has feature
elements that can be turned on or off by the instructor for all or some students if

the elements
will not

be
used within the course.


Project
Consulting Class

Individual Teams

Managed
milestones

Billing hours

Resource usage

Project
completion
payment(s)

Individual Teams

Managed
Milestones

Billing Hours

Resource Usage

Project
Completion
payments


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Kathy Schwalbe LLC


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Figure 4. Instructor view of PWA home screen

The areas found to be of most use for students
include the following
:



Project Center



Approval Center



My Work

o

Tasks

o

Timesheets

o

Issues and Risks



Resources
Center

The PWA

initial home screen is located by default at the following address:

http://yourservername/PWA

As noted earlier, t
he complete functionality of
this page and the graphics dis
played within the project
p
age are best
viewed

with Internet Explorer version 8.0 or above.

5.

Configuring Project
Pro
fessional

with

Project Server

Microsoft Project Pro
fessional

2010 can be utilized to start, modify
,

and enhance a project that is stored
on the
Project Server
.
The

Project Pro
fessional

2010 software must be configured to allow access to the
projects on the
Project Server
, to the
e
nterprise resources pool, and to the timesheet and tasks interaction
s

that are used to coordinate the team. This interaction is usually a

major stumbling block for students, as
without

the integration, the students capabilities will be limited to editing within the PWA, and some
important functi
on
ality avai
la
ble only within Project Professional will be missing from the experience.

Setup f
or this integration should take less than 15 minutes, and
this setup
is recommended to be an in
-
class exercise, as the students can immediately verify
that

their Project Professi
onal license is up and
functioning
correctly with the server.




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To
a
ccess the configuration utility,
each

student must
:

1.
A
ccess

account properties.

Open
Project Professional 2010,
click

File
,
Info
,
Manage Accounts
,
and
then click
Add
, as shown in Figure
5
.



Figure 5. Adding account properties

2.
Enter account
information
.
Type in the
A
ccount
N
ame

for the
Project Server
, and the
Project Server

URL

as given by your instructor
. Click
OK

twice,
and the info
rmation

screen will show
that
you
succe
ss
fully connected to the
Project Server

under the
Project Server

accounts button
. It will also provide
you with

the location to the PWA.

3.
Restart Pr
oje
ct Professional
.
You must
restart Project Professional

to enable this link
for first time
usage
. At that point, you can close the application, and access the Proje
ct
professional editing via PWA.

4.
Open PWA
.
Paul, please add steps for how you do this and describe the screen below.

Alternatively,
you can access the Project by accessing through the file open command, and then finding the server and
the project through
the Project Pro interface. Most students find it much easier to access and edit the
project via the PWA versus navigating the directories of the server through Project Pro.


Figure 6. PWA home screen





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6.
Your
F
irst
E
nterprise
P
roject


S
tarting or
P
ubl
ishing to the
Project Server

The
Project Server

has multiple paths to start and save a project. The
three

most common are
to start the
project with the
PWA
, to

publish and save to a
Project Server

within the
P
roject
P
rofessional interface,
and to sta
r
t
and save/publish with
in

the PWA interface itself.

1.
Start a project within PWA
. F
rom the PWA,
select

New
, and then
Project

Professional

to choose it
as
the application for editing the project
, as shown in Figure 7
.
Paul, add another
sentence

or two
describing
how to

nam
e

and sav
e

a new project
.
This

approach

allows
you

to create, save and publish the project
without having to worry about the original location for the saved file
or
location of the enterprise
resources, as these will be handled by the
PWA interface.


Figure 7. Using PWA to start a new project

2.
Start a project within Project Professional
.
The
second

technique involves the creation of the first draft
project within Project Pro
.
It is recommended that you link the Project Pro to a
Proj
ect Server

prior to
creation, to ensure that the link to the sever repository is working. Details on how to complete this link
are given previously in this appendix.
Alternatively, if you want to utilize an
existing

project already
developed in project p
ro, then once the link to the
Project Server

is made (details for establishing this link
are described above) then the project can be published to the PWA directory simply by clicking save and
publish on the Project Pro interface under file
-
>
Save to save the file to the
Project Server
. When
publishing the file, click File
-
>Publish; this allows all of the changes you have made to the tasks,
assignments and scheduling to be communicated to the entire team involved with the project.

3.
Start and

edit a project within PWA
. This is the last set of choices within the PWA, and may involve
the usage of enterprise templates loaded by the server administrator. An example of the default templates
includes projects such as database creation, web site cr
eation and Search Engine optimization projects.
The advantage of this type of creation is that no Project Professional is needed for creation, and the user
can setup the permissions and the resource pool within the same interface. Limitations to the PWA
for
detailed editing lead to the user creating the project within PWA, and eventually modifying the detail
within Project Pro.

Process Flow between Project Pro and
Project Server



Publish and Save

The Enterprise
Project Server

allows for a project life cy
cle for data communication. This life cycle
includes five steps, and includes:

1.

Project start:
Project manager publishes the plan to the
Project Server

database

2.

Initial assignment:
Project Server

notifies resources of their new task assignments

3.

Team update:
Team members update their progress on the project


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4.

Project review:
Project manager receives and reviews team member task updates

5.

Adjustment and re
-
publish:
Project manager publishes the latest project schedule

The
Project Server

allows you to save revisions to your plan and associated documents, this is important
to ensure that you do not lose data between changes, and allows you to go back to a previously saved
version in the event that you don’t like your current changes. The
Publish function allows you to
broadcast your project changes to all users that are included as a project resource. The publish feature
sends task, timeline and assignment updates to the user, so that each of the project resources can remain
up to date wi
th their individual assignments. When closing a project, the user is given
the opti
o
n to save

and check in the project
, but the option to publish should be c
hosen prior to closing if you would like to
advise the entire project team of the changes to the t
asks, timeline and schedule.





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B
uilding your team and managing security from the Enterprise resource pool

The enterprise resource pool is a very important part of the Project Enterprise server, as it allows you to
build a project that commits resources th
at might otherwise be committed to other project(s) within the
server, and allows for improved communications with those resources. After you have started a project,
the choice to Build Team will be available from the project ribbon.



The enterprise r
esource pool will be built from the set of users that are capable of logging in to the server
and have rights to utilize the
Project Server

resources.

Note there is the unselected side (left) and the
selected side (right) as the user is selected; they are

a resource for this project.



Once a user is designated and moved as a resource to the right side, then they can be classified as a
resource on each of the tasks to which they are assigned within that project.


Can you see me?
Giving permissions to
your team mates, recommendations for assignments

To allow each individual team mate of a group of individuals to view/edit/save a project that you have
created, they must have the appropriate security level, or permissions. Project permissions are found
u
nder the Project Ribbon, and should be accessed after the resource pool for the project is defined.



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For a new project, select project permissions, and then New, and a screen similar to the following will
appear, with all of the resources able to curren
tly access the
Project Server
.



The permissions page allows you to assign individual permissions to each member of the team, along
with group permissions as applicable. Utilizing this scre
en, these permissions apply to this

single project
only. Permissions
can vary from full rights (A project manager) to an editor, (no publishing rights
(possibly a developer) to View
only (
possibly for an external client for the project that is only allowed to
see summary or detailed status
). In a classroom situation, we use these three levels of rights to help

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associate changes and communication capabilities to a specific type of user, controlling access and
unnecessary communication.

Assigning tasks from the enterprise resource pool

When
utilizing the enterprise resource tool, the resources already assigned to the project will be selectable
from the drop down list within either PWA or Project Pro.
Within PWA and Project Pro
, the resource
choice looks similar to the following:







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The
Project Server

library: Check in Check out

The
Project Server

acts much like a library with the project that you have created. When a user chooses a
project to edit (within PWA
or

Project Pro
) the

server will verify that the project is not being edited b
y
another of the users with permissions to the project. If there is no one editing, then the
Project Server

checks out the project to the user for sole editing rights, and displays a notification within PWA as
displayed below:




Once checked out, teamma
tes trying to access the project
at the same time
will be able to access in read
only mode

only in

either PWA or Project Pro. When the project is saved and closed, the following
message will appear in the PWA:



At this point, the user can choose the Yes

button and the project will close and then be editable by any of
the users with appropriate permissions.




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The choices and screen are slightly different u
pon exiting Project Pro,

as you

will be given the following
choices:



Once the changes are accepted
, then the project needs to be published inside PWA if it has not been
published prior to saving in Project Pro.

Forced check
-
in

If a project was not checked in prior to closing the PWA or Project Pro, it will be in a checked out mode,
and other users will

be able to only access on a read
-
only basis. At this point, a member of the project
team has the option to force a check
in;

the check in function is available from the main project page as
exemplified below:




Once
C
heck in My
P
rojects

is chosen, the user then has a view that displays all projects that they are
associated with and have permission and are checked out, and the user they are checked out to. To check
the project back in, simply select it from the list, and then force the c
heck in.
NOTE: If a user has the
project checked out and is editing it at the time of a forced check in, all previously unsaved changes
will be lost, a potentially dangerous choice if the team members do not communicate!


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Let me know when you have changed

the project


setting Alerts

The
Project Server

has the capability to send alerts to any teammates interested in immediate notification
when parameters for their projects have changed. Further, it can be utilized to manage the alerts for your
designated
resources, to setup automated reminders on tasks that are due or are slipping. To access this
functionality and setup personalized alerts, following this procedure: from the home PWA screen, choose
the Personal settings
-
>Manage my alerts and reminders.
A screen similar to the following will appear:






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Manage my Alerts screen:



Note that these user centric alerts are for a myriad of items, including Tasks (new and existing) frequency
of alert, and Status reports.

To manage your resources alerts for
them, simply access the first screen and choose manage my resources
alerts and reminders. This setup will allow for improved communication throughout the team, and can
help insure against task slippage on complex projects.

Read Only Permissions: Allowing
your clients to view a project on a read only basis

Since PWA is a web based application, it is fairly simple to allow external clients to the school to view
the project progress and project site from an external location via the use of Internet Explorer.

The first
step is to set the client up as a guest on the server with minimal server permissions. Once this is
completed, setup and distribute the password to the client, and send the web address for the PWA Home
page for your server. Finally, go to the
permissions section for that project, and add them as a read only
resource. At that point, they can setup alerts and view progress to the project on a real time basis.


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If you did not document your work, it never happened: Time and project management throu
gh the
Timesheet and Approval sections

Approval section

The Approval section within PWA allows for a powerful check and balances system of communication
between the project manager and the team members.

The Approval section contains functionality that
inc
ludes the approval of task and timeline updates, and allows all team members to interact with the
project progress on a regular basis.

Within a team environment
, we

defined a strict
working structure

that
is one

that we have used quite successfully. The t
eam consists of the following members with the
following roles:

Project manager



This team member is responsible for building and maintaining the project plan,
setting resources and monitoring activities. They update all elements of the plan, and ensure that
approvals for tasks and timesheets flow on a timely basis from the other
m
embers

of the team.
Management of communication and the project
expectations

are the primary focus.

Client manager



This team member is responsible for all communication with the client, including
document approval, discussion and monitoring of milestone
s, and review and modification of scope.
They update the
Project Server

with changes in tasks, monitoring quality and closure of project elements,
task and hourly budget is the primary focus.

Developer(s
)

-

This team member’s primary responsibility is exe
cution of project
tasks;

they update the
Project Server

with task status
, timesheet

reports, documenting issues and risks.




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Documentation of tasks
:

Once the Project manager sets up the project, and assigns Enterprise resources to the project from the
ente
rprise resource pool, the individual designates for each task will see these tasks within the My Work
section under Tasks. The view will be similar to the following:




The Tasks view under My Work

Each individual user can then add specific task updates to the
plan;

including hours worked

on each task
assigned, and this user will get an overview of current, near future and future tasks. Once each of the
tasks are updated with the time spent during t
hat period, the user can either select update all tasks or the
selected tasks to the Project manager under the tasks ribbon, send status button .


After this set of tasks is
updated, the tasks will be sent to the project owner for update approval.





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Dig
ging in to your task assignments with My Work section of PWA

A significant part of any project is the calculation
of resource

costs within a project. This task is
simplified by the usage of individual timesheets for a single point of student entry to all
projects they may
be involved with at a particular time. This screen, under the My Work section
-
> Timesheet appears as
the following:



Note the planned and actual rows next to each of the tasks assigned to this resource. Once this status or
entire timesheet is sent to the project owner, the project owner can accept (Approve) or
reject (
request re
-
work) for that
task All

approved timeshee
ts and task updates are automatically synched with the
associated project.





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Approval of tasks

and timesheets
:

The approval center has two sections, one for timesheets and one for tasks
.
W
h
en choosing the Approval
center the project manager

will see a sc
reen similar to
the one below:


Status updates within the Approval center

The Status and timesheet updates can be approved individually or entirely by checking some or all of the
tasks and clicking approve under the approvals ribbon.

Once the status and timesheet updates are
approved

by the project plan owner in the
Approval center

the approvals are synched through
publishing,
and
the task work

updates will

then be sent directly to the project plan.

The right view can change your ent
ire project outlook: recommended views and how to alter them
for your PWA experience

A view within PWA allows the project manager to display specific columns within a project, and the
setup of the view can be customized to accommodate the display of eleme
nts particular to a user or to a
specific project. The view within PWA can be changed from the task ribbon once a project is opened.




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In the case above, the default view being used is the Task Summary view, and this displays the columns
for ID, Mode o
f scheduling, Task Name, Duration, start, end and Resource. The View choices will
include all of the default project views, along with any that the user has custom created.

Altering views: Customizing the experience for the user and manager

Altering views

to customize them to specific needs is performed by accessing the view customization
capabilities of the PWA under the project center via server settings
-
>Look and Feel
-
>manage views.
Once you are in the View builder, select New, name the view, select a
base template of starting fields
, and

select the appropriate
additional fields

to include in the view, as exemplified below.



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Kathy Schwalbe LLC


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It is important that once a view is defined that the
user also defines

the users and groups that can utilize
the view, and this is completed within the Security Categories section prior to saving the view.

View Choices in the project center

Views
can also be customized for the Project center, allowing the project manager to
manage the projects
from a summary dashboard, or an instructor to manage all projects with a single view that may include
items such as earned value, cost, percentage complete, etc. An example of the Project center view used in
our course with the trackin
g view applied is below:



This tracking view helps the instructor or project manager look at the project set to determine finish and
start dates, along with potential project issues with the entire project portfolio.





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Kathy Schwalbe LLC


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Mobility:
Accessing your project
data from a mobile application

The location of the mobile web site will use the same security as previously setup by the server
administrator. The location for the mobile front end is located under project site
settings
, as exemplified
in the following sc
reen:




The mobile location can be found via the following
URL
:
http://ServerName/PWA?mobile=1

The mobile view will look similar to this:



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This view can be used to access the project site and the documents

that are associated with that teammates
projects.

Improving the organization of the project: Organizing the project through SharePoint Services


direct link to
Project Server

and the document repository

It is strongly recommended that all participants in

the project use the project site to improve
communication throughout the project team, as well as perform the following basic functions:



Team Discussion board



Documentation of Issues



Documentation of Risks



Project related documentation storage, such as St
atement of Work, Project Charter and Business
case

Note that this communication platform is for the exclusive usage and display to the team members of the
project, and is secure from other non
-
members. We have used this feature to allow a permanent
reposi
tory for lessons learned and project specific documents that might aid a team in the following
semester if they also pick up the project and client.

To enter the project site, simply select a project from the Project center and choose Project site under th
e
Projects ribbon.




The storage of these items on the
Project Server

gives both a centralized, permanent repository for the
items that are project related. The base project site has the following will appear
as

follows:



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This site can be easily customized for look and feel by the student with either SharePoint designer, or
InfoPath. We have found that a number of students spend considerable time organizing documents,
approvals and project related scope on this site, so th
at
the team is more efficient with the documents and
the understanding of the project.

Overall, the Microsoft Enterprise
Project Server

2010 is a very powerful tool that allows enhanced group
communication, facilitates a full class view of projects, and
allows the students to view multiple projects,
much like a Project management Office (PMO). Though the initial challenges of setting up a server are
considerable, the overall group and class benefits to the projects and the inter
-
group communication are
l
arge. Further, the ability to access, edit and publish a project from a remote location without Project
Professional installed also allow for greater flexibility for the student population.

Below I have compiled
a list of frequently asked questions with
video links to help students with some of the initial challenges of
understanding this powerful product.




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Kathy Schwalbe LLC


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Enterprise
Project Server
: Frequently asked questions:

Since we began utilizing
Project Server
, we have a number of students asking questions on its
use and
implementation, with this in mind, we compiled a variety of web links that wake them through the most
frequently asked questions. We will continue to update these links on the live web site on a regular basis
as new material is developed.

1.

How do I

login to the
Project Server

using project professional?

http://www.youtube.com/watch?v=8orvNaHrTY8

2.

How do I start a new project plan?

http://www.youtube.com/watch?v=AFrfb57Z4ls

3.

How do I see a combination view of my project (for PM’s)?

http://www.youtube.com/watch?v=e9owh
-
cAa48

4.

How do I create a project plan?

http://office.microsoft.com/en
-
us/project
-
help/create
-
a
-
project
-
plan
-
in
-
5
-
easy
-
steps
-
HA001136153.aspx

5.

How do I add a task to the project?

http://office.microsoft.com/en
-
us/project
-
help/create
-
and
-
insert
-
a
-
new
-
task
-
single
-
or
-
recurring
-
HA010113083.aspx

6.

How do I add a resource to the proj
ect?

http://office.microsoft.com/en
-
us/project
-
help/add
-
resources
-
to
-
your
-
project
-
HP045324556.aspx

7.

How do I set a dependency?

http://office.microsoft.com/en
-
us/project
-
help/create
-
task
-
dependencies
-
links
-
within
-
your
-
project
-
HA010113067.aspx

8.

How do I build a view?

http://blogs.msdn.com/b/project/archive/2011/01/04/project
-
2010
-
creating
-
new
-
views.aspx

PWA
-

http://office.microsoft.com/en
-
us/project
-
server
-
it/adding
-
project
-
views
-
HA001167052.aspx

9.

How do I change the timescale in a view?

http://office.microsoft.com/en
-
us/project
-
help/change
-
the
-
timescale
-
in
-
a
-
view
-
HA010374601.aspx

10.

How to create a task list?


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http://www.youtube.com/watch?v=B0I2ttz6MRc

11.

How
do I establish sub tasks within a project task group?

http://office.microsoft.com/en
-
us/project
-
help/outline
-
tasks
-
into
-
subtasks
-
a
nd
-
summary
-
tasks
-
HA010115401.aspx

12.

How do I track my time and task progress to a project task?

http://technet.microsoft.com/library/gg597652(office.14).aspx

13.

How do I complete a ti
mesheet for my time on a weekly basis?

http://technet.microsoft.com/en
-
us/library/hh694531.aspx

14.

How to create a PWA site?

http://technet.microsoft.com/en
-
us/library/ee662105




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Discussion Questions

1.

What situations are best to use
Project Server

versus Project Pro?

2.

What methodology could be used to allow real time access to a client you would like to give read
only
access, but also assign task responsibilities. What are the potential drawbacks to this approach?

3.

Should you manage your
team’s

alerts, or should they
self
-
manage their alerts
?

4.

In what cases would the mobile application for PWA be particularly useful?

5.

Wha
t are some potential drawbacks to allowing clients to have read only access to the
Project Server
?
What are some of the advantages?

Exercises

1.

Assigning resources to your project:

From within the PWA interface, create a new project, and assign resources to

the project and allow
sufficient permissions to access the project on a Read/write basis. Verify with your group members that
they can see the project, add tasks and change the timing of tasks. Ensure they can save and publish the
modifications.

2.

Alerts:

Setup a personal alert that reminds you two days prior to a task starting, and one that allows you to be
alerted immediately when a task is inserted to the project.

3.

Project Site:




Access the project site for your
project;

insert an issue and a discussion topic into each of the project site
areas. Assign the issue to a g
roup team mate with a deadline.


4.

PWA:


After building your project in PWA, check out the
project;

modify a task to set it for automatic
scheduling. What

is the result? Change the view to Tasks Work


what do each of the columns in this
view represent?


5.

Views

Within the PWA, create a new customized view for your project that includes actual work, planned work,
percentage complete and Resource, name this n
ew view after your project name and save it for team
usage.

6.

Timesheets

Review all of the timesheet tasks that are due for the coming week, complete two of the tasks and enter
the actual time for the tasks, sending the status update to the project manager.

What was the result of the
status

update and subsequent approval?