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EPM Workshop Schedule

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The schedule for our Enterprise Project Management Workshop is tentative and the timing may vary due to the client’s needs, experience, and availability.

Day 1

Morning Session

All members of the project team, stakeholders, and sponsors should attend.

 

EPM Solution Walkthrough

Project Professional
Project Web Access (PWA)

Afternoon Session

The Director of PMO and Project Server Administrators should attend.

Basic Configuration / Security

Naming Conventions
Projects / Resources

Define Enterprise Resource Pool
Employees / Contractors

Resource Breakdown Structure (RBS)
Org. Chart / Facilities / Locations

Project Settings
Work Hrs / Day
% Complete vs. Physical % Complete

Tracking Modes
% Complete
% Complete / Remaining Hours
Hours per Day / Remaining Hours

Calendars
Corporate Calendar

Project Server Security
Groups
Categories
Users (Windows vs. Project Server)

 

Day 2

Morning Session

All PMO Employees should attend.

Customizations

Custom Fields / Custom Outline Codes
Project / Resource / Task

SharePoint
Custom Fields (Columns)
Custom Views
Adding supporting project documents
Creating SharePoint Templates

 

Afternoon Session

All PMO employees and
client executives should attend

Custom Reporting

Project Pro Reports / Views
PWA Views
Portfolio Analyzer Views (OLAP)
SharePoint Web Parts

 

 

 

 

Springhouse Education & Consulting
Eagleview Corporate Center • 770 Pennsylvania Drive Suite 120, PA 19341
Phone: (610) 321-2090 • Fax: (610) 321-2091 • ComputerTraining@Springhouse.com


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