Module 1: Getting Started with Office Project Server 2007

Start the Virtual Machine

1. On the desktop, in the Virtual PC Console window, double-click 5928A-ENUPROJSERV to start the virtual machine. 2. In the Welcome to Windows screen prompt, press RIGHT-ALT+DELETE. 3. In the Log On to Windows dialog box, in the User Name, type Masters Steve. 4. In the Password box, type Pa$$w0rd and then click OK.

Connect to Office Project Server 2007 through Office Project Web Access
1. On the desktop, double-click the shortcut Home Project Web Access. 2. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access home page. You can also connect manually through Office Project Web Access by opening the Microsoft Internet Explorer window and, in the address box, type http://enu-projserv/pwa and press ENTER.

View the Office Project Web Access home page

1. On the Office Project Web Access Home page, locate the features listed in the following table and then write a brief description in the table for each one. Feature Reminders section Quick Launch pane Project Workspaces Site Actions menu : : : : Description

2. In the Quick Launch, click Project Center. 3. On the Project Center page, in the row for Automated Hardware Architecture_Explore PWA, in the Project Name field, click Automated Hardware Architecture_Explore PWA. Confirm that you can scroll through the project tasks. 4. In the Tasks table, in the first row, click the Task Name field. 5. On the Actions menu, click Scroll to Task. Notice that the Task bars appear in the Gantt chart area.

6. On the Project Details: Automated Hardware Architecture_Explore PWA page, in the Quick Launch, click Project Center. Confirm that you can scroll through the list of projects. Because you are signed in as Steve Masters, you can only view enterprise projects, proposals, and activity plans for which Steve Masters is the owner or has been assigned tasks. 7. On the Project Center page, locate the features listed in the following table and then write a brief description in the table for each one. Feature New menu Actions menu Go To menu Settings menu Views list : : : : : Description

8. On the Project Center page, click the Home tab.

View a project workspace home page

1. On Office Project Web Access Home page, in the Project Workspaces list, click Automated Hardware Architecture_Explore PWA. 2. On the Automated Hardware Architecture_Explore PWA page, locate the features listed in the following table and then write a brief description in the table for each one. Feature Announcements Calendar Links Quick Launch 3. In the Quick Launch, click Risks. 4. On the Risks page, click the Home tab. 5. In the Microsoft Internet Explorer window, on the Title bar, click Close. 6. Press RIGHT-ALT+DELETE. 7. In the Windows Security dialog box, click Log Off. 8. In the Log Off Windows dialog box, click Log Off. : : : : Description

 Sign in by using Office Project Web Access

1. In the Welcome to Windows screen prompt, press RIGHT-ALT+DELETE. 2. In the Log On to Windows dialog box, in the User Name box, type Administrator 3. In the Password box, type Pa$$w0rd and then click OK. 4. In Windows, on the Task bar, in the Quick Launch, click the Microsoft Internet Explorer shortcut. 5. Confirm you are connected as the Administrator (System Account) to Office Project Server 2007.

Browse Office Project Web Access

1. On the Office Project Web Access Home page, in the Quick Launch, click Server Settings. 2. On the Server Settings page, locate the main sections listed in the following table and then write a brief description in the table of the commands it contains. Feature Security Enterprise Data Database Administration Look and Feel Cube Time and Task Management Queue Operational Policies : : : : : : : : Description

3. On the Server Settings page, click the Home tab.

Sign in as different users

1. On the Office Project Web Access Home page, on the Welcome menu, click Sign in as a Different User. 2. In the Connect to enu-projserv dialog box, in the User name box, type enu-projserv\Masters Steve Note: This is a Windows Authentication dialog box and you are switching from a Windows Authentication User (Administrator) to another Windows Authentication User. 3. In the Password box, type Pa$$w0rd and then click OK.

4. Confirm that the Welcome menu now appears as Welcome Masters Steve. 5. On the Quick Launch, click Server Settings. Notice the list of commands that are now available for Steve Masters, who fills the project manager and resource manager roles. The list has been reduced as compared with the list of commands that were available for an administrator, which was the previous role used. 6. In the Microsoft Internet Explorer window, on the Title bar, click Close. 7. On the desktop, double-click the Forms Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the Project Servers Forms URL https://enuprojserv:81/pwa/ and opens to the Forms Sign In page. Notice that the URL used to connect as a Forms Authenticated user is different from the URL used to connect as a Windows authenticated user. 8. On the Sign In page, in the User name box, type Hamlin Jay 9. In the Password box, type Pa$$w0rd and then click Sign In. 10. Confirm that the Welcome menu now appears as Welcome Hamlin Jay. 11. On the Quick Launch, click Server Settings. Jay Hamlin is the CEO of Litware Corporation and he belongs to the Executives, Portfolio Managers, Resource Managers and Team Members Groups. Notice all the features that Jay Hamlin is allowed to do according to his profile. Note: Access to the commands listed in the Quick Launch and other tool features is controlled by a users profile. The default user profiles can also be customized to alter the standard users access to the commands listed in the Quick Launch and other tool features. 12. In the Microsoft Internet Explorer window, on the Title bar, click Close. 13. Using the two methods shown, connect to Office Project Web Access with the correct method based on the information in the following table. Notice the different lists of commands available for each user on the Quick Launch and on the Server Settings page. Role Team Member Project Manager, Resource Manager, Team Member Team Member Authentication Method Forms Windows Forms User name Nixon Toby Northup Fred Bento Paula Password Pa$$w0rd Pa$$w0rd Pa$$w0rd

14. Close all open windows. 15. Press RIGHT-ALT+DELETE. 16. In the Windows Security dialog box, click Log Off. 17. In the Log Off Windows dialog box, click Log Off.

 Create a new project

1. If you are logged on as Masters Steve, skip to step 5. 2. In the Welcome to Windows dialog box, press RIGHT-ALT+DELETE. 3. In the Log On to Windows dialog box, in the User Name box, type Masters Steve 4. In the Password box, type Pa$$w0rd and then click OK. 5. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 6. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 7. On the File menu, click New. 8. On the Project menu, click Project Information. 9. In the Project Information for 'Project1' dialog box, fill in fields with the values from the following table. Leave all other fields as they appear. When you are done, check the values you have entered, and then click OK. Field Start date Calendar GOV Programs Project Category Project Rating Project State GOV Phase GOV Workflow Stage Organization Business Need Training Type : : : : : : : : : : : Value Nov. 107 Standard Gov Programs.International-Training Project Category. Program Project Rating.1_Must Have Project State.Active.Approved.3_On Hold GOV Phase.1_Create Major Project.CREATE.Initial Review Corporate.Enterprise PMO Increase Sales Practice

10. In the Task Entry table, in the first empty row, in the Task Name field, type 5928_Practice and press ENTER.

Save a project to the working store

1. On the File menu, click Save. 2. In the Save dialog box, in the Name box, type 5928_Practice_Save 3. Click Save.

Close and check in a project to the working store

1. In the File menu, click Close. 2. In the Microsoft Office Project dialog box, click Yes.

Open and check out a project from the working store

1. In Office Project 2007, on the File menu, click Open. 2. In the Open dialog box, double-click Retrieve the list of all projects from Project Server. 3. In the Open dialog box, in the Views list, click Details. 4. In the Open dialog box, click the 5928_Practice_Save project. Confirm that the value in the Checked Out? field is No. 5. Click the Open button. 6. On the File menu, click Open. 7. In the Open dialog box, double-click Retrieve the list of all projects from Project Server. 8. In the Open dialog box, click Published. The list of all projects from Project Server is updated to show projects in the Published store. Confirm that the 5928_Practice_Save project is not in this list because the project has not been published. 9. In the Open dialog box, click Cancel.

Publish a project to Office Project Server 2007

1. On the File menu, click Publish. 2. In the Publish Project: 5928_Practice_Save dialog box, click Publish. Confirm that the Publish job is completed by watching the job status in the Status bar. 3. On the File menu, click Open. 4. In the Open dialog box, double-click Retrieve the list of all projects from Project Server. 5. In the Open dialog box, click Published. The list of all projects from Project Server is updated to show projects in the Published store. Confirm that the 5928_Practice_Save project is now in this list because the project has been published. 6. In the Open dialog box, click Cancel. 7. On the File menu, click Close. 8. In the Microsoft Office Project dialog box, click Yes to check in this project. 9. On the File menu, Click Exit.

10. Press RIGHT-ALT+DELETE. 11. In the Windows Security dialog box, click Log Off. 12. In the Log Off Windows dialog box, click Log Off.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware, Inc., is an international leader in the research, design, and marketing of satellite radio devices. The company is currently at the forefront of the evolution of radio services. To maintain its leadership, Litware is currently developing new products, expanding its facilities, and improving its administrative and fabrication procedures. Litware has established a project management office (PMO) that is responsible for implementing the Microsoft Enterprise Project Management (EPM) solution and a project management methodology to plan and control its EPM initiatives, or projects. Litware initiatives administered through the PMO include approximately 50 projectsclassified as business growth, development, enhancement, infrastructure, internal efficiencies, and regulatorywith an investment of $135 million (USD). Current Situation: You are a project manager for Litware, currently managing two to three projects. Because these projects are not related to each other, you are not managing a program. One of your projects has a completely dedicated project team. As a result, none of the individuals on that projects team have responsibilities or assignments outside of your project. Although your remaining projects are not related to each other, a few of your assigned resources have non-projectized assignments, as well as their work on other projects. They have limited availability for your projects. To help you track work assignments, your organization is using Office Project Web Access without any add-on products. Everyone is to provide task progress updates weekly, at a minimum; however, not all of business management is required to track time in Office Project Web Access. Current Assignments: As the project manager for the Server Procurement project, you need to setup a project server account profile to save you time when connecting to Office Project Server 2007 from Office Project 2007. You also want to use the Project Charter information you just received from the Project Management Office (PMO) to create a new enterprise project for the Server Procurement project. Once you have created and configured the project schedule, youll need to save and publish it to the Office Project Server 2007 databases.

Exercise 1: Connecting to Office Project Server 2007 In this exercise, you will create a project and a project server account in Office Project 2007. Scenario As the project manager for the Server Procurement project, you know you will be connecting to Office Project Server 2007 on a regular basis. To save time, you decide to set up a project server account profile for connecting to Office Project Server 2007 from Office Project 2007. You know the NTLM URL for the Litware Project Server is http://enu-projserv/pwa and you want to connect using Windows authentication. To give yourself the option to change the connection options, you decide to configure the profile so that you manually control your connection state. The principal tasks for this exercise are as follows: Set up a project server account in Office Project 2007. Select a project server profile for authentication. Tasks 1. Set up a project server account in Office Project 2007. Supporting information Open Office Project 2007 and connect to Office Project Server 2007 as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd In Enterprise Options, add a new project server account and name it 5928ALabs MyAccount. This new project server account should use the following parameters: Parameter Value Project Server URL http://enu-projserv/pwa Authentication Windows user account When Starting Manually control connection state. Close Office Project 2007. Open Office Project 2007 and connect to Office Project Server 2007 using the account profile: 5928ALabs MyAccount.

2. Select a project server account for authentication.

Exercise 2: Creating a New Project in Office Project Server 2007 In this exercise, you will create a new enterprise project in Office Project Server 2007 from Office Project 2007. Scenario As the project manager for the Server Procurement project, you also want to use the Project Charter information you just received from the Project Management Office (PMO) to create a new enterprise project named Procurement_New Project for the server procurement project. You want to be sure to fill in the project properties and the project information, including as many enterprise custom fields as possible. Additionally, there are two collaboration options that you want to configure. All these setting are necessary for your project to comply with the PMO corporate standards. On this project, there are two collaboration options you must set. First, you want to allow project resources to reassign tasks using Project Server, and

then you have also decided to use the default method of reporting progress on tasks as set on Project Server. The principal task of this exercise is to create an enterprise project using Office Project 2007. Tasks Create an enterprise project using Office Project 2007. Supporting information Open F:\MOC 5928A\Practice files \5928A_Labs.xlsx provided by the project management office (PMO). On the Lab1_Ex2_Procurement worksheet, review all the supporting Project Charter information provided. You will need to use this information to complete the work assignment that you have been given. Open the F:\MOC 5928A\Practice files\Procurement_New Project project in Office Project 2007. In the Procurement_New Project project, enter the project properties, as defined in the supporting Project Charter information provided by the PMO. Specify project property values for the following: Project Properties project title subject author manager company In the Procurement_New Project project, enter the project information, as defined in the supporting Project Charter information provided by the PMO. Specify project information values for the following: Project Information Start Date Schedule from Calendar Priority Enterprise custom fields where available. Specify the collaboration options as the following: Collaboration Options Allow resources to reassign tasks using Project Server Use the default method set on Project Server

Exercise 3: Saving a New Project in Office Project Server 2007 In this exercise, you will save and publish an enterprise project in Office Project Server 2007 from Office Project 2007. Scenario Now that you have created a new enterprise project for the Server Procurement project and configured both the project properties and project information fields, it is time to save your enterprise project to the Office Project Server 2007 working store and publish it to the published store. Finally, you want to check that the Server Procurement project that you have published is complete and that it can be accessed from Office Project Server 2007. The principal tasks for this exercise are as follows:

 Save an enterprise project by using Office Project 2007. Publish an enterprise project by using Office Project 2007. Review information published in Office Project Server 2007 by using Office Project Web Access. Tasks 1. Save an enterprise project by using Office Project 2007. 2. Publish an enterprise project by using Office Project 2007. 3. Review information published in Office Project Server 2007 by using Office Project Web Access. Supporting information Save the new enterprise project to Office Project Server 2007 using the name: Server Procurement. Close the Server Procurement project. Open the Server Procurement project to confirm that it was saved correctly. Publish the Server Procurement project and create a project workspace. Close Office Project 2007.

Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Project Center page, click the Server Procurement project name to view the project details. Confirm this is the same project that you just published to Office Project Server 2007. Close Office Project Web Access. Close Office Excel 2007.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 2: Initiating Projects

Create a project workspace
1. On the desktop, double-click Microsoft Office Project 2007. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the File menu, click Open, double-click Retrieve the list of all projects from Project Server, and then double-click Workspace_Creation. 4. On the File menu, click Publish. 5. In the Publish Project: Workspace_Creation dialog box, under Project Workspace, select Create a workspace for this project, and then click Publish. 6. On the File menu, click Close. 7. In the Microsoft Office Project dialog box, click Yes to check in this project. 8. On the File menu, click Exit. 9. On the desktop, double-click the shortcut Home - Project Web Access. 10. In Project Web Access, on the Home page, under Project Workspaces, browse to Workspace_Creation. Note: The project workspace will first end up in the queued job section before you see it under Project Workspaces. You may need to wait a short time before you will be able to conduct step 4. 11. In the Microsoft Internet Explorer window, on the File menu, click Close.

Import projects from Project Professional 2007

1. On the desktop, double-click Microsoft Office Project 2007. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the Tools menu, click Enterprise Options, click Import Project to Enterprise. 4. On the Open dialog box, on the Look in, click My Computer. 5. Double-click the AllFiles (F:), double-click the MOC 5928A folder, and then double-click the Practice files folder. 6. In the F:\MOC 5928A\Practice files, double-click Project Import_Practice. The project will be displayed along with Step 1 of the Import Project Wizard in the action pane on the left side of the screen. 7. In the Import Project Wizard action pane, click Map Resources. 8. In the Map Project Resources onto Enterprise Resources dialog box, in the Nixon Toby row, under Action on Import, click Map to enterprise resource.

9. In the Nixon Toby row, under Calendar or Enterprise Resource, select Nixon Toby, and then click OK. 10. Repeat Steps 4 and 5 for the resources named in the following table: Resource Name Paula Bento Weber Martin Woods John Action on Import Map to enterprise resource Map to enterprise resource Map to enterprise resource Calendar or Enterprise Resource Bento Paula Weber Martin Woods John

Tip: The above table illustrates that misspelled resource names in the local project can still be reconciled with enterprise resource names. Note: If you click Map Resources again, a message indicates that no local resources are present. This is a good secondary check to ensure that all of the local resources are mapped. The Import Project Wizard will automatically check for local resources in Step 2. 11. In the Import Project Wizard pane, click Continue to Step 2. 12. Under Confirm Resources, you will see a list of the number of local resources and the number of errors that may have occurred. If necessary, resolve these issues, and then click Continue to Step 3. 13. Under Task Field Mapper, you are prompted to map local fields to enterprise fields. This project does not have any custom local fields that need to be mapped. Click Continue to Step 4. 14. Under Confirm Tasks, review the number of tasks listed to ensure it matches the number of tasks displayed in the Gantt Chart, and then click Continue to Step 5. 15. Under Save Project to Project Server, click Save As. 16. In the Save to Project Server dialog box, type Project Import_Practice and then click Save. 17. In the Microsoft Office Project dialog box that states Enterprise standard calendars are needed, for the question Do you want to continue, click Yes. 18. In the Import Project Wizard pane, Congratulations should have appeared. Click Save and Finish. This will close the wizard. Keep Project 2007 open for the next part of the practice. Note: This wizard does not publish the project.

Browse Office Project Server 2007 from Office Project 2007

1. In Project 2007, on the Collaborate menu, click Risks and Office Project Web Access will launch on the Risk page. 2. In the upper-right corner, click Click here to close this view. This will return the view to the Gantt Chart view. 3. On the Collaborate menu, click Documents.

4. On the View menu, click Gantt Chart. In Project 2007, on the File menu, click Close. Discard any changes to the schedule.

Create, save, and publish an activity plan

1. On the desktop, double-click Home-Project Web Access. 2. On the Quick Launch, click Proposals and Activities. 3. On the New menu, click Activity. 4. On the New Activity page, click Summary Information. 5. In the Name field, enter Feasibility Study. 6. In the Description field, type Study to determine if the organization has the expertise to develop an online training program for their customers. 7. In the Start Date field, enter 1/22/2007. 8. In the Plan Owner field, click Masters Steve. 9. Under Enterprise Custom Fields, in the Training Type field, click 2 Practice-Practices. 10. At the bottom of the New Activity page, click Save. 11. On the Feasibility Study page, click Save and Publish. 12. On the Quick Launch, click Home. 13. On the Quick Launch, under Projects, click Proposals and Activities. Verify that the newly created activity plan is listed in the Name column. Keep this page open for the next part of the practice.

Modify an activity plan

1. On the Proposals and Activities page, under the Name column, click Feasibility Study. 2. Click Work Details. 3. In the first blank row, in the Task Name column, type Clarify customer need and then press ENTER. 4. In the first blank row, in the Task Name column, type Generate list of relevant products and then press ENTER. 5. In the Duration column, for the Clarify customer need task, type 2d and then press ENTER. 6. In the Duration column, for the Generate list of relevant products task, type 5d and then press ENTER. 7. At the top of the Feasibility Study page, click Save and Publish.

8. At the top of the Feasibility Study page, click Close. 9. In the Microsoft Internet Explorer window, on the File menu, click Close.

Create and build the resource plan team

1. On the desktop, double-click the shortcut Home-Project Web Access. 2. On the Quick Launch, under Projects, click Proposals and Activities. 3. In the Feasibility Study_Resource Plan row, click the Information cell (first column that is not labeled). 4. Click the Resource Plan button. The Resource Plan page appears. 5. Click Build Team. 6. Select the check box for the QA Specialist resource. 7. Select the check box for the Corp Project Manager resource. 8. Click Add to move the resources to the right, and then click Save. The resource plan team is created and listed at the bottom of the Resource Plan page. Keep this page open for the next part of the practice.

Set resource utilization for the resource plan

1. On the Resource Plan page, in the Date range enter 1/22/2007 and 3/2/2007. Note: If the Date range field is not showing, on the Settings menu, click View Options. This menu choice toggles on and off additional resource plan fields. 2. In the Column Interval, click Weeks. 3. Under Calculate resource utilization from: click Resource plan. 4. In the Work Units fields, click Days, clear the Show total work check box, and then click Apply. Note: If the Apply button generates an error, click Refresh or wait a few minutes and try again. 5. Type the weekly information as listed in the following table. Leave this page open for the next part of the practice. 1/22/20071/27/2007 5d 10d 1/28/20072/3/2007 5d 10d 2/4/20072/10/2007 5d 10d 2/11/20072/17/2007 5d 10d 2/18/20072/24/2007 5d 10d 2/25/20073/2/2007 5d 10d

Corp Project Manager QA Specialist

 Save and publish the resource plan

1. On the Resource Plan page, click Save and Publish. 2. In the Microsoft Internet Explorer window, on the File menu, click Close.

Create folder structure by using Office Project Web Access

1. On the desktop, double-click the shortcut Home Project Web Access. 2. On the Office Project Web Access home page, under Project Workspaces, in the Project Name column, click Feasibility Study_Folder Structure. The Microsoft Office Project Server Workspace page opens. 3. On the Quick Launch, under Documents, click Project Documents. 4. On the New menu, click New Folder. 5. In the Name field, type Initiation and then click OK. 6. On the New menu, click New Folder. 7. In the Name field, type Planning and then click OK. 8. Minimize the Microsoft Internet Explorer window.

Upload a document
1. Restore the Office Project Web Access Project Documents window. 2. On the Upload menu, click Upload Document. 3. In the Name field, click Browse and browse to F:\MOC5928A\Practice files, and then double-click Project Charter. This inserts the path in the Name field. Click OK. This will open the Project Documents: Project Charter properties page. 4. In the Owner field, enter Masters Steve. Tip: If you type in the resource name, click Check Names to match the name to a name in the enterprise resource list. This is useful to verify the name was spelled correctly. 5. In the Status field, click Final, and then click OK. 6. Keep this page open for the next part of the practice.

 Modify and edit a document

1. On the Project Documents page, click Project Charter. This will launch Microsoft Word. In the Microsoft Office Word dialog box, click OK. 2. Click Edit Document. 3. Under 1. Statement of Problem, click in the empty box, and then type Need to offer more training opportunities. 4. In the upper-left corner, click the Save button. 5. In the upper-right corner, click Close. 6. On the Office menu, click Exit Word. This will return you to the Project Documents page. 7. In the Microsoft Internet Explorer window, on the File menu, click Close. 8. Press RIGHT-ALT+DELETE. 9. In the Windows Security dialog box, click Log Off. 10. In the Log Off Windows dialog box, click Log Off.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware is an international corporation, a leader in the research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: You are working on finishing the initiating processes. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. Current Assignment: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes:

 The Project Charter for the Analysis and Evaluation of the Server Acquisition project. Various project documents for the Analysis and Evaluation of the Server Acquisition project. At this point you have decided that project management and team collaboration would be enhanced if you had a central location on the web for the team to share information. Also, to assist the resource managers with their staffing decisions, you are going to use the project charter to create a high-level schedule and a high-level resource estimate. First, you will need to create an activity plan to capture details for your high-level schedule. Second, you will need to build a resource plan to capture high-level staffing requirements. Third, you will need to create a unique project workspace in Windows SharePoint Services for your project. Finally, you will create a document library on the project workspace to store and share project-related documents.

Exercise 1: Creating an Activity Plan In this exercise, you will create a project in Office Project Web Access using Activity Plans. Scenario As the project manager, you want to create an activity plan to capture details for your high-level schedule. You can use information from the new project charter for the Analysis and Evaluation of the Server Acquisition project to complete the summary information section of the activity plan. The principal tasks for this exercise are as follows: Create a project in Office Project Web Access using an Activity Plan. Tasks Create a project in Project Web Access by using an Activity Plan. Supporting information Use F:\MOC 5928A\Lab files\5928A_Labs.xlsx. Review the information contained in sheet LAB2_EX2_Analysis. Use Home Project Web Access to create a new Activity Plan. Complete Summary Information section using information from the Project Charter. Save the project.

Exercise 2: Building a Resource Plan In this exercise, you will create a resource plan in Office Project Web Access based on the project created in the previous exercise. Scenario As the project manager, you want to build a resource plan to capture the high-level staffing requirements for the resource managers. In the Project Charter, you will find the necessary data to develop the Resource Plan for the Analysis and Evaluation of the Server Acquisition project. The principal task for this exercise is to create the Project Resource Plan. Tasks Create a project resource plan. Supporting information Access the Project Resource Plan page of the project saved in the previous exercise. Build the project resource plan team using the information in the Project Charter.

 Create the project Resource Plan using the information in the Project Charter. Save the Resource Plan.

Exercise 3: Creating a Project Workspace In this exercise, you will create a project workspace in Office Project Web Access, based on the project created in Exercise 1. Scenario As the project manager, you want to create a unique project workspace in Windows SharePoint Services for your Analysis and Evaluation of the Server Acquisition project. First you want to publish the project, and create the project workspace. Once the project workspace has been created, you want to check it, and view the project information published in the Project Center. The principal tasks for this exercise are: Publish the project. Review the project workspace. Review the information published in the Project Center. Tasks 1. Publish the project. 2. Review the project workspace. 3. Review the information published in the Project Center. Supporting information Publish all project information, including the resource plan from the previous two exercises. Access the Project Workspace page. Review the information. Go to the Project Center page and review the published project information.

Exercise 4: Managing Documents In this exercise, you will create folders in the document library and upload project documents to the project workspace in Office Project Web Access, based on the project created in Exercise 1. Scenario As the project manager, you want to upload the documents you received as initial project information into each of the project workspaces, so that all team members may consult them. You will first need to create the necessary folders in the document libraries on the project workspaces. The principal tasks for this exercise are: Create folders for Project Analysis and Evaluation of Server. Upload document (Project Charter) in the Project Analysis and Evaluation of Server initiation folder. Tasks 1. Create project analysis and evaluation of the server acquisition Supporting information Go to the Analysis and Evaluation of the Server Acquisition project workspace.

folders.

2. Upload the document Project Charter for project Analysis and evaluation of the server acquisition in the Initiation folder. 3. Create Project Server Procurement folders.

Go to Project Documents page. Create the folder for the main groups of project administration processes (Initiation, Planning, Execution, Monitoring and Control, and Closing). Access the Project Workspace page. Upload the Project Charter document into the Initiation Folder.

4. Upload the document Initial Schedule for project Server Procurement into Initiating.

Go to Project Server Procurement folders. Go to Project Documents page. Create the folder for the main groups of project administration processes (Initiation, Planning, Execution, Monitoring and Control, and Closing). Access the Project Workspace page. Upload the Initial Schedule document into the Initiation Folder.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 3: Planning ProjectsContext and Framework

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Module 4: Planning ProjectsScope and Schedule Management

Establish tasks and milestones for the WBS
1. On the desktop, double-click the Home Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access Home page. Confirm that you are connected to Office Project Server 2007 as the project manager Steve Masters. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Proposals and Activities. 3. On the Proposals and Activities page, in the row for the Feasibility Study_Schedule activity plan, in the Name field, click Feasibility Study_Schedule. 4. On the Feasibility Study_Schedule page, click Work Details. Confirm that the Work Details table is displayed. 5. In the Work Details table, click the row heading for task 12 Recommended Solution and click the New Task button twice. 6. On blank row 13, in the Task Name field, type Describe Development Strategy and then press ENTER. Confirm that the Start Date field is automatically filled in with the same Start Date provided in Summary Information. 7. In the next empty row, in the Task Name field, type Prepare and Submit Feasibility Study and then press ENTER. 8. In the Work Details table, click the row heading for the Describe Development Strategy task to select the entire row. 9. Hold down CTRL, and then click the row heading for the Prepare and Submit Feasibility Study task to select the entire row. Confirm that you have selected both tasks. 10. Click Indent. Confirm that the Development Strategy and Prepare And Submit Feasibility Study tasks are indented. 11. Confirm that the project Feasibility Study is completed by using the information in the following table. Note: The WBS code and the indentation help to show the different levels of the structure and do not necessarily match the Task ID. WBS 0 1.0 1.1 1.2 1.3 2.0 2.1 Task Name A Feasibility Study Initial Definitions Define Study Boundary Identify Key Participants Define Business Requirements Existing Systems Analysis Research & Analyze Existing Systems

2.2 3.0 3.1 3.2 4.0 4.1 4.2 5.0

Determine the Impact on Existing Systems Requirements Elicitation Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery

12. In the Work Details table, in the row for the Final Delivery task, in the Milestone field, select the check box. Confirm that, in the row for the Final Delivery task, in the Duration field, the value has been changed to 0. 13. Click Save.

Establish task sequencing

1. In the Work Details table, click the row heading for the Determine the Impact on Existing Systems task to select the entire row. 2. In the Work Details table, hold down CTRL, and then click the row heading for the Describe Development Strategy task to select the entire row. Confirm that both rows have now been selected. 3. Click Link Tasks. Confirm that Link icons now appear in the Indicators field for each of these two tasks. 4. In the Work Details table, click the row heading for the Requirements Validation and Documentation task to select the entire row. 5. In the Work Details table, hold down CTRL, and then click the row heading for the Describe Development Strategy task to select the entire row. Confirm that both rows have now been selected. 6. Click Link Tasks. Confirm that Link icons now appear in the Indicators field for each of these two tasks. 7. In the Work Details table, click the row heading for the Describe Development Strategy task to select the entire row. 8. In the Work Details table, hold down CTRL, and then click the row heading for the Prepare and Submit Feasibility Study task to select the entire row. Confirm that both rows have now been selected. 9. Click Link Tasks. Confirm that Link icons now appear in the Indicators field for each of these two tasks. 10. In the Work Details table, in the row for the Describe Development Strategy task, in the Indicators field, point to the Link icon. In the ScreenTip that appears, confirm that the link predecessor and successor task information is correct when compared with the information in the following table. Note: The WBS code and the indentation help to show the different levels of the structure and do not necessarily match the Task ID.

WBS 0 1.0 1.1 1.2 1.3 2.0 2.1 2.2 3.0 3.1 3.2 4.0 4.1 4.2 5.0

Task Name A Feasibility Study Initial Definitions Define Study Boundary Identify Key Participants Define Business Requirements Existing Systems Analysis Research & Analyze Existing Systems Determine the Impact on Existing Systems Requirements Elicitation Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery

Predecessors

Successors

1.1 1.1 1.2, 1.3 2.1 1.2, 1.3, 2.2 3.1 2.2, 3.2 4.1 4.2

1.2, 1.3 2.1, 3.1 2.1, 3.1 2.2 3.1, 4.1 3.2 4.1 4.2 5.0

11. Click the Save button.

Set task duration

1. In the Work Details table, in the row for the Define Study Boundary task, in the Duration field, type 2 and then press ENTER. 2. In the Work Details table, in the row for the Identify Key Participants task, in the Duration field, type 2 and then press ENTER. 3. In the Work Details table, in the row for the Define Business Requirements task, in the Duration field, type 3 and then press ENTER. 4. Repeat step 3 to enter the remaining duration values listed in the following table. Note: The WBS code and the indentation help to show the different levels of the structure and do not necessarily match the Task ID. WBS 0 1.0 1.1 1.2 1.3 2.0 2.1 2.2 3.0 Task Name A Feasibility Study Initial Definitions Define Study Boundary Identify Key Participants Define Business Requirements Existing Systems Analysis Research & Analyze Existing Systems Determine the Impact on Existing Systems Requirements Elicitation Duration

2 Days 2 Days 3 Days 3 Days 5 Days

3.1 3.2 4.0 4.1 4.2 5.0

Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery

5 Days 3 Days 5 Days 5 Days

Save and publish a schedule

1. On the Feasibility Study_Schedule page, click Save. The updated proposal is saved to the Drafts database. Confirm that the finish dates for every task and the durations for the summary tasks have been automatically calculated by totaling the duration values of the lower level tasks. 2. On the Feasibility Study_Schedule page, click Save and Publish. Confirm that the proposal has now been saved to the Published store. 3. On the Feasibility Study_Schedule page, click Close. 4. On the Proposals and Activities page, in the Quick Launch, click Project Center. 5. On the Project Center page, in the View list, click Training Type M04. 6. In the row for the Feasibility Study_Schedule project, in the Project Name field, click Feasibility Study_Schedule. 7. In the View list, click Tasks Schedule. 8. In the Task table, click the row heading for Task ID 1. 9. In the Actions menu, click Scroll to Task. 10. On the Project Details page, in the Gantt chart portion, drag the Vertical divider to the right until all table columns are visible. Confirm that on the Project Details page, the Gantt chart portion is divided into two areasa table portion on the left to show task columns and a chart area on the right to show the corresponding task bars. Confirm that, in the Gantt Chart view, the table portion shows both the Free Slack and the Total Slack columns. 11. On the Project Details page, in the chart portion of the Gantt Chart view, drag the Vertical divider to the left until the Start Date column is hidden. 12. In the Task table, click on the row heading for Task ID 1. 13. In the Actions menu, click Zoom In. 14. In the Task table, click on the row heading for Task ID 3. Confirm that the task bar for the current task is not visible in the chart area. 15. In the Actions menu, click Scroll to Task. Confirm that the task bar for the current task is now visible in the chart area.

16. In the Actions menu, click Zoom Out. Confirm that the scale in the chart area contracts back to its original size. 17. In the chart portion, point to the Task bar for the Define Study Boundary task. 18. From the ScreenTip that appears, record the Task type in the following table. 19. Repeat steps 17 and 18 for the remaining Task bars and record your findings in the following table for class discussion. Task Name A Feasibility Study Initial Definitions Define Study Boundary Identify Key Participants Define Business Requirements Existing Systems Analysis Research & Analyze Existing Systems Determine the Impact on Existing Systems Requirements Elicitation Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery 20. On the Project Details page, click the Home tab. 21. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes. Type

: : : : : : : : :

Create deliverables in Office Project Web Access

1. On the desktop, double-click the shortcut Home Project Web Access. 2. In Office Project Web Access, on the Home page, in the Project Workspaces list, click Training Handbook_Deliverables. 3. On Training Handbook_Deliverables page, in the Quick Launch, click Deliverables. 4. On the Training Handbook_Deliverables: Deliverables page, click New. 5. On the Deliverables: New Item page, in the Title box, type Module 4 W. The red asterisk in the name for the Title box indicates a required field. 6. In the Description box, type Module 4 version delivered by the writer 7. In the Deliverable Start box, type or select 01/22/2007

8. In the Deliverable Finish box, type or select 01/28/2007 and then click OK. Notice that the Write task was given the duration of 5 days, 2 days shorter than this 7-day deliverable. Explain that deliverables do not have to have the same duration as tasks. 9. On the Deliverables page, click New. 10. On the Deliverables: New Item page, in the Title box, type Art and Graphics 11. In the Description box, type Art and Graphics developed by Graphic Design Team 12. In the Deliverable Finish box, type or select 01/25/2007 and then click OK. 13. On the Deliverables page, click Art and Graphics. 14. Click Edit Item. 15. In the Deliverable Finish box, type or select 02/01/2007 and then click OK. Note: Your instructor will review the different options and features on the different pages used in the demonstration. 16. On the Internet Explorer window, on the Title bar, click Close.

Create deliverables in Office Project 2007

1. In Office Project Web Access, on the Home page, in the Quick Launch, click Proposals and Activities. 2. On the Proposals and Activities page, locate the row for the Training Handbook_Deliverables proposal, and then click in the Indicator field to select the row. 3. Click Convert. 4. If a Microsoft Internet Explorer dialog box appears, click OK. 5. In the Quick Launch, click Project Center. 6. On the Project Center page, on the Settings menu, click Filter. The Filter pane appears. 7. Select Auto Filter. Notice that in the Project Center table, in the Column headings, the Auto Filter arrows appear next to the titles. 8. In the Project Name column heading, click on the Auto Filter arrow, and in the menu, click Training Handbook_Deliverables. Notice that the Project Center table is reduced to a single row. 9. In the row for the Training Handbook_Deliverables project, click the row heading to select the entire row. 10. Click Edit. The Training Handbook_Deliverables project opens in Office Project 2007. Be aware that you are connected to Office Project Server 2007 as the project manager Steve Masters. 11. Select Task Id2, and click Scroll to task button.

12. In Office Project 2007, on the Collaborate menu, click Manage Deliverables. Notice that the Deliverables pane now appears on the left side of the window. 13. In the Deliverables pane, click Open deliverables in browser. The Training Handbook_Deliverables workspace page appears in a new Internet Explorer window. This is the same Web page you accessed in the beginning of this practice. 14. In the Internet Explorer window, on the Title bar, click Close.

Link a task to a deliverable

1. In Office Project 2007, in the Deliverables pane, click Add new deliverable. The Add Deliverable pane appears. 2. In Office Project 2007, in the Entry table, in the row for Task ID 2, click the row heading to select the entire row. 3. In the Deliverables pane, select Link to selected task. Notice that in the Deliverables pane, under Deliverable Details, the Title, Start and Finish boxes are automatically filled in. 4. Click Done. Notice that the new Write deliverable now appears in the Deliverables pane. Also, confirm that the Write deliverable is linked to the Write task, as indicated by the Icon in the Indicator column, and that there is a red Dependency bar in the chart area. 5. On the Deliverables pane, click Open deliverables in browser. 6. On the Training Handbook_Deliverables: Deliverables page, click Write. The Deliverables: Write page appears. 7. On the Deliverables: Write page, click Edit Item. The Deliverables: Write Edit Item page appears. 8. On the Deliverables: Write Edit Item page, in Deliverable Finish, type or select Jan 24, 07 and then click OK. The Deliverables page appears. Notice that, in the chart area, the Dependency bar for the Write deliverable has been shortened. 9. In the Internet Explorer window, on the Title bar, click Minimize. 10. In Office Project 2007, in the Deliverables pane, click Get updates. Notice that on the Deliverables pane, in the name of the Title box, a red exclamation mark now appears in front of Write. 11. In the Deliverables pane, under Title, point to the red exclamation mark in front of Write. In the ScreenTip that appears, confirm that the information is as follows.

ScreenTip Information The values for this deliverable differ with those on the server. Details: Modified

Client [Date and time modified] Server [Date and time modified] Deliverable Finish Client 1/26/2007 Server 1/24/2007 12. In the Deliverables pane, click Accept all server changes. If a Microsoft Office Project dialog box appears, click OK. The Deliverable information in Office Project 2007 is synchronized with the Deliverable information on the server and that the Deliverable information in Office Project 2007 has now been updated.

Update and manage dependencies on deliverables

1. In Office Project 2007, on the Collaborate menu, click Manage Dependencies on Deliverables. The Dependency pane appears. 2. In the Dependency pane, click Add new dependency. The Add Dependency pane appears. 3. In the Add Dependency pane, in the Select project list, click Handbook Designs. The Select Deliverable panel appears. 4. On the Entry table, in the row for Task ID 4, click the row heading to select the entire row. 5. In the Select Deliverable pane, click Art and Graphics, select Link to selected task, and then click Done. Notice that in the Indicator field, an icon appears to show that the task is linked to a dependency, and in the chart area, a yellow dependency bar also appears next to the Graphic Design task bar indicating the dependency between the deliverable and the task. The process used in this practice for updating data for internal deliverables by using the Get updates command is similar to the Get updates process that is used for external deliverables. 6. On File menu, click Close. 7. In the Close dialog box, click OK to check in the project. 8. On File menu, click Exit. 9. Press RIGHT-ALT+DELETE. 10. In the Windows Security dialog box, click Log Off. 11. In the Log Off Windows dialog box, click Log Off.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following:

 User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware is an international corporation, a leader in the research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project. The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by creating a resource plan and developed project workspaces to store projectrelated documents. Current Assignment: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes: The scope and schedule plans for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. A list of the project deliverables for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. You are now ready to establish the actual WBS and project schedules for your projects. You will first need to enter the individual tasks and milestones that make up the WBS. Next, you will want to create the schedule by entering task duration estimates and task links. Finally, for each project, you will create the deliverable items and begin to manage their links to scheduled project tasks, as well as dependencies to scheduled tasks in other projects, so you can better manage the project scope.

Exercise 1: Entering WBS, Tasks, and Milestones In this exercise, you will develop components of the schedule plan and WBS by entering tasks and milestones.

Scenario You are now ready to use the schedule plan to help you establish the complete WBS and schedule for each project. Starting with the Analysis_Schedule project, you will want to open its activity plan in Office Project Web Access, and then enter the remaining detailed tasks and milestones that make up the WBS. The principal task for this exercise is to enter WBS, tasks, and milestones in Office Project Web Access.

Tasks Enter WBS, tasks, and milestones in Office Project Web Access.

Supporting information Open the My Documents\5928A_Labs.xlsx document provided by the project management office (PMO). On the 5928A_Lab4_Ex1 worksheet, review all the supporting schedule and scope plan information provided. You will need to use this information to complete the work assignment that you have been given. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, open the Analysis_Schedule activity plan. In the Work Details section, create all the tasks and milestones, with appropriate task indents, as defined in the supporting schedule and scope plan information provided by the PMO. When finished creating the tasks and milestones, Save and Publish the Analysis_Schedule activity plan.

Exercise 2: Creating the Project Schedule In this exercise, you will develop the schedule plan by incorporating task duration estimates and task sequencing within the WBS. Scenario You are now ready to use the schedule plan to help you complete the project schedule for the Analysis_Schedule project. You will start by entering the remaining task duration estimates and then creating the necessary task links to represent the predecessor and successor relationships between the tasks. The principal task for this exercise is to enter task durations, estimates, and sequences in Office Project Web Access. Tasks Enter task durations, estimates, and sequences in Office Project Web Access. Supporting information On the 5928A_Lab4_Ex1 worksheet, review all the supporting schedule and scope plan information provided. You will need to use this information to complete the work assignment that you have been given. Continue working with the Analysis_Schedule activity plan. In the Work Details section, enter all the tasks duration, estimates, and necessary task links, as defined in the supporting schedule and scope plan information provided by the PMO. When finished entering the task duration estimates and links, Save and Publish the Analysis_Schedule activity plan.

Exercise 3: Creating Project Deliverables In this exercise, you will create project deliverables in Office Project Web Access. Scenario

You are now ready to use the scope plans to help you create the deliverable items in the project workspaces for both your projects. Creating these deliverable items in each project will help you to better manage the scope for each project. Starting with the Analysis_Schedule project, you will use Office Project Web Access to access the project workspace and create the new deliverable items. Next, you will use Office Project 2007 to access the Procurement_Schedule project workspace and create its deliverable items. The principal tasks for this exercise are as follows: Create project deliverables in Office Project Web Access. Create project deliverables in Office Project 2007. Tasks 1. Create project deliverables in Office Project Web Access. Supporting information On the 5928A_Lab4_Ex1 worksheet, review all the supporting deliverable information provided. You will need to use this information to complete the work assignment that you have been given. Continue working with the Analysis_Schedule activity plan. Open the Analysis_Schedule project workspace. On the Analysis_Schedule project workspace, create the two project deliverables as defined in the supporting deliverable information provided by the PMO. Close the Analysis_Schedule project workspace. On the Lab4_Ex1 worksheet, review all the supporting deliverable information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the Procurement_Schedule project in Office Project 2007. In Office Project 2007, create the project deliverable and link it to a project task, as detailed in the supporting deliverable information provided by the PMO. When finished creating and linking the project deliverable, save and publish the Procurement_Scheduleproject.

2. Create project deliverables in Office Project 2007.

Exercise 4: Managing Dependencies on Deliverables In this exercise, you will manage dependencies between one projects tasks and another projects deliverables. Scenario Now that you have created the project deliverables for both projects, it is time to manage their links to scheduled project tasks, as well as their dependencies to scheduled tasks in other projects. Establishing links between the deliverable items and detailed tasks allows you to quickly access and review each deliverable item from its related detailed tasks, in each of the project schedules. In the Analysis_Schedule project, you will create dependencies between the deliverables and scheduled tasks from other projects. The principal task for this exercise is to manage dependencies on deliverables for tasks in other projects. Tasks Manage dependencies on deliverables for tasks Supporting information On the 5928A_Lab4_Ex1 worksheet, review all the supporting deliverable information provided. You will need to use this information to complete the work assignment that you have been given.

in other projects.

In Office Project 2007, add a dependency between the project deliverable and a project task in the Analysis_Schedule project, as detailed in the supporting deliverable information provided by the PMO. When finished creating and linking the project deliverable, Save and Publish the Analysis_Schedule project. Close Office Project 2007. Close Office Project Web Access. Close Office Excel 2007.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENU-PROJSERV virtual machine is running and logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 5: Planning ProjectsStaffing Management Plan

Synchronize resources to the resource plan
1. On the desktop, double-click the shortcut Home Project Web Access. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access home page. Confirm that you are connected to Office Project Server 2007 as the project manager Steve Masters. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Proposals and Activities. 3. On the Proposals and Activities page, in the row for the Feasibility Study_Project Team project, click in the Indicator field to select the entire row. 4. Click Build Team. 5. On the Build Team: Feasibility Study_Project Team page, click Synchronize to Resource Plan. Confirm that, in the Project Resources list, the resources QA Specialist and Corp Project Manager have been added as members of the Activity Plan project team.

Match an actual resource to a generic resource

1. On the Build Team: Feasibility Study_Project Team page, in the Project Resources list, select QA Specialist, and then click Match. 2. In the Enterprise Resources list, select Ciccu Alice, and then click Add. 3. In the Project Resources list, select QA Specialist, click Match, and then click Clear Match.

Create a team for a Web-based project

1. In the Enterprise Resources list, select Team Quality Assurance, and then click Add. 2. In the Project Resources list, in the row for Ciccu Alice, in the Booking type box, click Proposed. 3. On the Build Team: Feasibility Study_Project Team page, click Save. 4. On the Proposals and Activities page, click the Home tab. 5. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes.

Identify resources for analyze

1. On the desktop, double-click the shortcut Home Project Web Access. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access home page. Confirm that you are connected to Office Project Server 2007 as the project manager Steve Masters.

2. In Office Project Web Access, on the Home page, in the Quick Launch, click Resource Center. 3. On the Resource Center page, in the View list, click (PMO) Position and Role. 4. Analyze the information on the Resource Center page, and answer the following review questions. You may need to scroll down to search for this information. Review Questions How many QA specialists and corporate project managers are there in the organization? Who are the QA specialists and Corporate Project Managers in the organization? QA Specialists: Corporate Project Managers:

Identify resource availability

1. On the Resource Center page, in the rows for the Corp Project Manager, in the Select field, click the check box. 2. Click View Availability. 3. In the View list, click Assignment Work by project. 4. In the Settings list, click View Options. 5. In the Date range box, type or select 01/01/2007. 6. In the To box, type or select 08/31/2007 and then click Apply. 7. In the Assignment Work by project chart, under Legend, select Availability. 8. Scroll to the bottom of the Resource Availability page. 9. Review the information in the Details table, and answer the following review questions. Review Questions What capacity of corporate project managers does the organization have for August 2007? What is the availability of corporate project managers for August 2007? Why do corporate project managers have a negative availability for August 2007? What capacity of QA specialists does the organization have for August 2007? What is the availability of QA specialists for August 2007? Why do QA specialists have a negative availability for August 2007?

 Analyze resource availability

1. On the Resource Availability page, in the View list, click Assignment Work by Resource. 2. In the Assignment Work by Resource chart, in the Legend area, de-select all resources except Kotas Jan. 3. Scroll to the bottom of the Resource Availability page. 4. Analyze the information in the Details table, and answer the following review questions. Review Questions What is affecting Jan Kotas availability for August 2007? What would you do if you were Jan Kotas resource manager? 5. In the View Options area under Date range, select Include Proposed Bookings, and then click Apply. 6. Analyze the information in the Details table, and answer the following review question. Review Questions What happened to the work value after including the proposed bookings? 7. On the Resource Availability page, click the Home tab. 8. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes. 9. Press RIGHT-ALT+DELETE. 10. In the Windows Security dialog box, click Log Off. 11. In the Log Off Windows dialog box, click Log Off.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recentlybecome the project manager for two new enterprise projects:

 The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by creating a resource plan, and you have developed project workspaces to store project related documents. You have developed the WBS and the project schedules. You have also created and linked project deliverables to scheduled tasks and to dependencies in other projects. Current Assignments: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes: The Staffing Plan for the Analysis and Evaluation of the Server Acquisition project. The Staffing Plan for the Server Procurement project. You are now able to finish building the project teams for your projects. You will first want to check which resources are in the project team and synchronize that with your original resource plan to save yourself valuable time. Next, you will want to add and configure any local resources who are required for your projects by using Office Project 2007.

Exercise 1: Building the Project Team In this exercise, you will build the project team. Scenario As the project manager, you are now ready to finish building the project teams for your projects. You will first want to check which resources are in the project team for the Analysis_Staffing project and synchronize that with your original resource plan. This step can save your valuable time when building the project team. Next, you will want add and configure any local resources who are required for the Procurement_Staffing project by using Office Project 2007. In this case, you will need to add a local material resource for the server farm hardware. The principal tasks for this exercise are as follows: Build a project team in Office Project Web Access. Build a Project team in Office Project 2007.

Tasks 1. Build a project team in Office Project Web Access.

Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab5_Ex1 worksheet, review all the supporting staffing plan information provided. You will need to use this information to complete the work assignment that

2. Build a project team in Office Project 2007.

you have been given. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, open the Analysis_Staffing activity plan. Use the Build Team feature to check that the project team for the Analysis_Staffing activity plan matches the resources listed in the staffing plan provided by the PMO. Synchronize the Analysis_Staffing activity plans project team to the resource plan in Office Project Web Access. When finished with the project team, save and publish the Analysis_Staffing activity plan. Close the Analysis_Staffing activity plan. On the Lab5_Ex1 worksheet, review all the supporting staffing plan information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the Procurement_Staffing project in Office Project 2007. In Office Project 2007, use the Build Team from Enterprise feature to build the project team to match the staffing plan provided by the PMO. In the Resource Sheet, add and configure a local material resource for the server farm hardware. Use the resource name: Server HW. When finished building the project team, save and publish the Procurement_Staffing project in Office Project 2007. Close Office Project 2007. Close Office Project Web Access. Close Office Excel 2007.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 6: Planning ProjectsResource Assignments

Create and publish assignments in Office Project Web Access
1. On the desktop, double-click the Home Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access home page. Confirm that you are connected as the project manager Steve Masters. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Proposals and Activities. 3. On the Proposals and Activities page, in the row for the Feasibility Study_Assignments Configuration proposal, click Feasibility Study_Assignments Configuration. 4. On the Project Details: Feasibility Study_Assignments Configuration page, in the row for the Define Study Boundary task, in the Resource Name field, select Ciccu Alice. 5. In the row for the Identify Key Participants task, in the Resource Name field, select Team Quality Assurance. 6. In the row for the Define Business Requirements task, in the Resource Name field, select QA Specialist. 7. In the row for the Research and Analyze Existing Systems task, in the Resource Name field, select Ciccu Alice. 8. In the row for the Determine the Impact on Existing Systems task, in the Resource Name field, select Ciccu Alice. 9. In the row for the Obtain User Requirements Specifications task, in the Resource Name field, select Team Quality Assurance. 10. In the row for the Requirements Validation and Documentation task, in the Resource Name field, select Team Quality Assurance. 11. In the row for the Describe Development Strategy task, in the Resource Name field, select Ciccu Alice. 12. In the row for the Prepare and Submit Feasibility Study task, in the Resource Name field, select Ahs David. 13. Click Save and Publish. 14. In the Internet Explorer window, on the Title bar, click Close.

View assignments as a team member

1. On the desktop, double-click the Forms Project Web Access shortcut. 2. In Office Project Web Access, on the Sign In page, in the User name box, type Ciccu Alice

3. In the Password box, type Pa$$w0rd and then click Sign In. Confirm that you are connected to Office Project Server 2007 as the team member Alice Ciccu. 4. On the Office Project Web Access Home page, in the Quick Launch, click My Tasks. The My Tasks page appears. 5. The following tables provides a brief description of the various menus and command buttons found on the My Tasks page. Feature New menu Description : Used to create a personal activity or a task for a project, proposal or activity plan. : Used to assign another team member to a task that is assigned to you. : Used to self-assign a task that has been assigned to your team resource. : Used to remove an assignment.

Reassign Work Button Self-Assign Team Tasks button Delete button

6. On the My Tasks page, scroll to the bottom of the page of assignments. 7. In the Page list, click Page 2, and then scroll to the bottom of the second page of assignments. Notice that the list of assignments is displayed on more than one page. 8. In the Page list, click Page 3, and then scroll to the bottom of the third page of assignments. Notice that although the Obtain Information task appears as an assignment, the project manager must still approve it.

Create and submit a new task update as a team member

1. On the My Tasks page, on the New menu, click Personal Activity. Note: A Personal Activity is simply an Activity Plan. 2. On the Personal Activity page, click Work Details, and then click Close. 3. On the Proposals and Activity page, in the Quick Launch, click My Tasks. 4. On the My Tasks page, on the New menu, click Task. 5. On the New Task page, in the Task Location section, in the Projects list, click Training Handbook_Team Member Assignments. 6. In the Subordinate to Summary task, click Development. 7. In the Name section, in the New Task box, type Obtain Information 8. In the Task Dates section, in the Start box, type or select Jan 22 07 9. In the Finish box, type or select Jan 26 07

10. In the Comments section, type We need to obtain all information about the Outline, criteria, specifications and detailed information about the training handbooks in this organization. 11. Click Submit. 12. On the My Tasks page, under the Training Handbook_Team Member Assignments project, in the row for the Obtain Information task, click in the Indicator field. Notice that the Obtain Information task has been added as an assignment to the My Tasks page.

View and accept a new task update as a project manager

1. On the desktop, double-click the Home Project Web Access shortcut. 2. In Office Project Web Access, on the Home page, in the Reminders section, under Approvals, click You have 1 task update from resources pending your approval. 3. On the Task Updates page, in the row for the Obtain Information task, in the Indicator field, point to the Plus icon. Notice that the ScreenTip message indicates that this task and/or assignment was created by Alice Ciccu, but it has not yet been accepted as an update to the project by the project manager. 4. In the row for the Obtain Information task, in the Select field, click the check box. 5. Click Preview. 6. On the Approval Preview page, click the row heading for the Obtain Information task to select the entire row, and then click Scroll to Task. Notice that the time scale in the chart area adjusts to display the task bar for the Obtain Information task. 7. Click Obtain information. 8. In the Task Details Web Page Dialog, notice the comment that Alice Ciccu wrote for the project manager in which she gives her reason for wanting to add this task. 9. In the Task Details Web Page Dialog, click OK. 10. On the Approval Preview page, click Close. 11. On the Task Updates page, confirm that the Obtain Information task is selected, and then click Accept. 12. In the Confirmation Web Page Dialog, click Accept. Notice that the Obtain Information task is no longer listed.

Publish task updates as a project manager

1. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the File menu, click Open.

4. In the Open dialog box, double-click Retrieve the list of all Projects from Project Server. Notice that the list of all projects from the Project Server Working store appears in the Open dialog box, the current Mode is Read/Write, and the Store is set to Working. 5. In the Open dialog box, click Training Handbook_Team Member Assignments and then click Open. 6. On the View menu, ensure that Gantt Chart is selected. 7. In the Entry table, click the row heading for Task ID 5 to select the entire row. 8. In the row for Task ID 5, click and drag the row heading until it is between Task ID1 and Task ID 2. Notice that the tasks are renumbered. 9. On the Standard toolbar, click Save. 10. On the File menu, click Publish. 11. On the File menu, click Close. 12. In the Microsoft Office Project dialog box, click Yes. You are checking in the project. 13. On the File menu, click Exit.

Confirm a newly published assignment as a project manager

1. On the desktop, double-click the Home Project Web Access shortcut. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Project Center. 3. On the Project Center page, click on the row for the Training Handbook_Team Member Assignments project, in the Project Name field, click Training Handbook_Team Member Assignments. 4. On the Project Details: Training Handbook_Team Member Assignments page, click the row heading for Obtain Information to select the entire row. 5. Click Scroll to Task. Confirm that the Obtain Information task has now been scheduled.

View a new assignment as a team member

1. On the desktop, double-click the Forms Project Web Access shortcut. 2. In Office Project Web Access, on the Sign In page, in the User name box, type Ciccu Alice 3. In the Password box, type Pa$$w0rd and then click Sign In. 4. In Office Project Web Access, on the Home page, in the Quick Launch, click My Tasks.

5. On the My Tasks page, under the Training Handbook_Team Member Assignments project, in the row for the Obtain Information task, in the Indicators field, point to the Assignment Updated icon. Confirm that the newly published assignment now displays within the list of project tasks as an assignment update.

Self-assign team tasks as a team member

1. On the desktop, double click the Forms Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access Sign In page. 2. In Office Project Web Access, on the Sign In page, in the User name box, type Ciccu Alice 3. In the Password box, type Pa$$w0rd and then click Sign In. Confirm that you are connected as the team member Alice Ciccu. 4. In Office Project Web Access, on the Home page, in the Quick Launch, click My Tasks. 5. On the My Tasks page, click Self-assign Team Tasks. Confirm that all the displayed tasks have been assigned to the team resource in which Alice Ciccu is a member. The team resource that Alice Ciccu belongs to is Team Quality Assurance. 6. On the Team Tasks page, under the Feasibility Study_Self Assignments Cycle project, in the row for the Requirements Validation and Documentation task, in the Select field, click the check box. 7. In the row for the Identify Key Participants task, in the Select field, click the check box. 8. On the Team Tasks page, click Assign task to me. Confirm that the tasks are removed from the Team Tasks page. 9. On the Team Tasks page, in the Quick Launch, click My Tasks. The My Tasks page appears. 10. On the My Tasks page, under the Feasibility Study_Self Assignments Cycle project, in the row for the Requirements Validation and Documentation task, confirm that the selected task was one of the tasks selfassigned by Alice Ciccu. 11. In the row for the Identify Key Participants task, confirm that the selected task was one of the tasks selfassigned by Alice Ciccu. 12. On the My Tasks page, click the Home tab. 13. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes.

Accept self-assigned team tasks as a project manager

1. If Office Project Web Access is already open for Masters Steve, go to step 3. 2. On the desktop, double click the Home Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to

the Office Project Web Access Home page. Confirm that you are connected as the project manager Steve Masters. 3. In Office Project Web Access, on the Home page, in the Quick Launch, click Task Updates. 4. On the Task Updates page, under the Feasibility Study_Self Assignments Cycle project, in the row for the Requirements Validation and Documentation task, in the Select field, click the check box. 5. In the row for the Identify Key Participants task, in the Select field, click the check box. 6. On the Task Updates page, click and drag the Vertical divider to the right until you can see the Type column. Confirm that, in the Type column, the Requirements Validation And Documentation Identify task and the Key Participants task are categorized as Task reassignment requests. 7. Click Accept. 8. On the Confirmation Web Page Dialog, click Accept. Confirm that the Requirements Validation And Documentation Identify task and the Key Participants task have both been removed from the Task Updates page. 9. On the Task Updates page, click the Home tab. 10. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes.

Confirm task updates for self-assigned tasks as a team member

1. If Office Project Web Access is already open for Ciccu Alice, go to step 5. 2. On the desktop, double click the Forms Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access Sign In page. 3. In Office Project Web Access, on the Sign In page, in the User name box, type Ciccu Alice 4. In the Password box, type Pa$$w0rd and then click Sign In. Confirm that you are connected to Office Project Server 2007 as the team member Alice Ciccu. 5. In Office Project Web Access, on the Home page, in the Quick Launch, click My Tasks. 6. On the My Tasks page, under the Feasibility Study_Self Assignments Cycle project, in the row for the Requirements Validation and Documentation task, confirm that the selected task has been assigned to Alice Ciccu. 7. In the row for the Identify Key Participants task, in the Select field, confirm that the selected task has been assigned to Alice Ciccu. 8. On the My Tasks page, click the Home tab. 9. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes.

 Delete an assignment as a team member

1. On the desktop, double-click the Forms Project Web Access shortcut. 2. In Office Project Web Access, on the Sign In page, in the User name box, type Ciccu Alice 3. In the Password box, type Pa$$w0rd and then click Sign In. Confirm that you are connected to Office Project Server 2007 as the team member Alice Ciccu. 4. In Office Project Web Access, on the Home page, in the Quick Launch, click My Tasks. 5. On the My Tasks page, under the Training Handbook_Assignment Deletion project, in the row for the Graphic Design task, click the Select check box. 6. Click Delete. 7. In the Microsoft Internet Explorer dialog box, click OK. Confirm that you have selected Graphic Design task and deleted it. 8. On the My Tasks page, click Submit. 9. In the Submit Changes Web Page Dialog, in the Comments box, type I do not have the necessary skills for this task. Notice that before choosing to accept the option to delete tasks, the project manager is able to read these comments. 10. In the Submit Changes Web Page Dialog, click OK. Notice that for the Graphic Design task, in the Task Name field, the task name now appears crossed out and followed by a red exclamation mark text, and a message is displayed at the bottom of the page in red text that reads: Your changes have been submitted. 11. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes.

Accept an assignment deletion as a project manager

1. On the desktop, double-click the Home Project Web Access shortcut. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Task Updates. 3. On the Task Updates page, in the row for the Graphic Design task, in the Select field, click the check box. 4. In the row for the Graphic Design task, in the Indicators field, point to Delete. Notice that the ScreenTip message indicates that this task assignment has been removed from the project by Alice Ciccu. 5. On the Task Updates page, click Accept. 6. In the ConfirmationWeb Page Dialog, click Accept. Notice that the removal of the Graphic Design task assignment has now been accepted, and this update to the project must now be published for team members to see the change.

 Publish a task update as a project manager

1. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. Notice that you are connected to Office Project Server 2007 as the project manager Steve Masters. 3. On the File menu, click Open. 4. In the Open dialog box, double-click Retrieve the list of all Projects from Project Server. Confirm that the list of all projects from the Project Server Working store appears in the Open dialog box, that the current Mode is Read/Write, and that the Store is set to Working. 5. In the Open dialog box, click Training Handbook_Assignment Deletion, and then click Open. 6. In the Task Entry table, in the row for Task ID 5, click in the Resource Names field. Confirm that the assigned resources for the Graphic Design task have been deleted. 7. In the row for Task ID 5, in the Resource Names list, click Ahs David, and then press ENTER. Notice that David Ahs is assigned to the Graphic Design task. 8. On the Standard toolbar, click Save. 9. On the File menu, click Publish. 10. On the File menu, click Close. 11. In the Microsoft Office Project dialog box, click Yes. Notice that you have checked in the project. 12. On the File menu, click Exit.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd

Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and

 The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by creating a resource plan, and you have created project workspaces to store project related documents. You have also developed the WBS and the project schedules. You have created and linked project deliverables to scheduled tasks and to dependencies in other projects. Finally, you have also built the project teams from both enterprise and local resources. Current Assignments: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes: The resource assignments for the Analysis and Evaluation of the Server Acquisition project. The resource assignments for the Server Procurement project. You are now ready to use the project teams to create the remaining resource assignments for each of your projects. You will first create the resource assignments and then save and publish them to Office Project Server 2007 for each project team member to review. As the project team members review their assignments, they will need to make adjustments. Initially, individual team members will be obligated to create self-assignments for team resources in which they are members. Additionally, there will be task reassignments to resources who are better suited for the assignments for various reasons. Finally, you will need to level any overallocated resources, which can be complicated if they have task assignments in multiple projects.

Exercise 1: Assigning Resources In this exercise, you will learn how to collaborate on the assigning of resources to project tasks. Scenario As the project manager, you are now ready to use the project teams to create resource assignments for both the Analysis_Assignments and the Procurement_Assignments projects. You will first create the resource assignments and then save and publish them to Office Project Server 2007 for each project team member to review. The principal tasks for this exercise are as follows: Assign resources in Office Project Web Access. Assign resources in Office Project 2007. Tasks 1. Assign resources in Office Project Web Access. Supporting information Open the F:\MOC 5928A\Lab files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab6_Ex1 worksheet, review all the supporting resource assignment information provided. You will need to use this information to complete the work assignment that you have been given.

2. Assign resources in Office Project 2007.

Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, open the Analysis_Assignments activity plan. In the Work Details section, create all the resource assignments, as defined in the supporting resource assignment information provided by the PMO. When finished creating the resource assignments, save and publish the Analysis_Assignments activity plan. On the Lab6_Ex1 worksheet, review all the supporting resource assignment information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the empty Procurement_Assignments project in Office Project 2007. In Office Project 2007, create the resource assignments, as detailed in the supporting resource assignment information provided by the PMO. When finished creating the resource assignments, save and publish the Procurement_Assignments project. Close Office Project 2007.

Exercise 2: Self-Assigning to a Team Task In this exercise, you will learn how to collaborate on the self-assigning of resources to project tasks. Scenario One of the first collaboration sequences that must occur, after the initial assignments have been published, is self-assignment by individual team members. Self-assignments are required for tasks that have been assigned to a team resource. The team members that make up the team resource are equally responsible for creating an actual resource assignment for the task by using the process of self-assignments. Once a selfassignment has been requested, as the project manager, you will need to review the request and either approve or reject it. Once you have approved a self-assignment, all the team members involved with the team resource will want to see the revised assignments after you publish the Analysis_Assignments project again. The principal tasks for this exercise are as follows: Self-assign a task as a team member resource. Approve a task self-assignment as a project manager. Tasks 1. Self-assign a task as a team resource member. Supporting information Open Office Project Web Access as the team member, Bart Duncan. User name: Duncan Bart Password: Pa$$w0rd On the My Tasks page, use the Self-assign Team Tasks feature to assign yourself to the Information gathering task in the Analysis_Assignments activity plan. Close Office Project Web Access. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Task Updates page, under the Analysis_Assignments activity plan, in the Information gathering task, accept the request using the Approval Preview to view

2. Approve a task self-assignment as a project manager.

the effects of the updates. Before leaving the Approval Preview, type a comment for your team member, indicating you have accepted his self-assignment. Close Office Project Web Access.

Exercise 3: Reassigning Assignments In this exercise, you will learn how to collaborate on the reassigning of resources to project tasks. Scenario As the team members review their assignments, they will need to make adjustments. Inevitably, they will probably need to collaborate on changing the assignments to resources who are better suited for the assignments for various reasons. Once one of your team members creates a reassignment request, you will need to review the request and either approve or reject it as the project manager. Once you have approved a task reassignment, the team members involved will both want to review their revised lists of task assignments after you publish the Analysis_Assignments project again. The principal tasks for this exercise are as follows: Reassign a task as a team member. Approve a task reassignment as a project manager. Review a new task assignment. Tasks 1. Reassign a task as a team member. Supporting information Open Office Project Web Access as the team member, Terry Earls. User name: Earls Terry Password: Pa$$w0rd On the My Tasks page, use the Reassign Work feature to reassign the RFP Initial Documents task in the Analysis_Assignments activity plan to the team member, Bart Duncan, with a start date of Jan 8 07. In the comment field, type Work reassigned due to personal issues and then submit the reassignment. Close Office Project Web Access. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Task Updates page, under the Analysis_Assignments activity plan, in the RFP Initial Documents task, accept the request using the Approval Preview to view the effects of the updates. Before leaving the Approval Preview, type a comment for your team member, indicating you have accepted his self-assignment. Close Office Project Web Access. Open Office Project Web Access as the team member, Bart Duncan. User name: Duncan Bart Password: Pa$$w0rd On the My Tasks page, under the Analysis_Assignments activity plan, open and review the new RFP Initial Documents task assignment. Close Office Project Web Access.

2. Approve a task reassignment as a project manager.

3. Review a new task assignment.

Exercise 4: Leveling Overallocation with Enterprise Resources In this exercise, you will learn how to level overallocations for enterprise resources in multiple projects. Scenario Finally, as the project manager, you will need to level any overallocated resources, which can be complicated if they have task assignments in multiple projects. To start with, you will need to open both the Procurement_Resource Leverage and the Analysis_Resource Leverage projects in Office Project 2007 within a single master project. However, this will require that you first convert your activity plan into a Project 2007 project, so it can be opened in Office Project 2007. Once you have both projects opened within a single master project, you will be able to effectively level the resource overallocations and then save and publish the updated projects. The principal tasks for this exercise are as follows: Convert a Web-based project to a Project 2007 project. Open multiple projects in a master project inside Office Project 2007. Level resources in multiple projects. Tasks 1. Convert a Web-based project to an Office Project 2007 project. 2. Open multiple projects in a master project inside Office Project 2007. 3. Level resources in multiple projects. Supporting information Open Office Project Web Access and connect as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, select the Procurement_Resource Leverage activity plan. Convert the Analysis_Resource Leverage activity plan to a Project 2007 project. From the Project Center, select the Analysis_Resource Leverage project. Hold down CRTL and select the Procurement_Resource Leverage project. With both projects selected, click Edit to open both projects inside a single master project in Office Project 2007. In Office Project 2007, in the Gantt chart, expand all the tasks. In the Resource Usage view, confirm there are overallocated resources. From the Gantt Chart view, open the Resource Leveling feature. Before leveling the resources, configure the Leveling Order to Priority, Standard, and then click Level Now. Select the Leveling Gantt view. Visually confirm the leveling delays. Select the Resource Usage view. Confirm the resources have been leveled. Close the master project, discarding the changes to the Master project but saving changes to the Procurement_Resource Leverage project and the Analysis_Resource Leverage project. Close Office Project 2007. Close Office Project Web Access.

Lab Shutdown

After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 7: Planning ProjectsCost, Risk, and Other Management Plans

Establish and track the budget in Office Project 2007
1. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the File menu, click Open. 4. In the Open dialog box, double-click Retrieve the list of all projects from Project Server. 5. In the Open dialog box, click PM Quality Assurance System_Budget and then click Open. 6. On the View menu, click Enterprise Budget and Cost. The Enterprise Budget and Cost view appears. This is a custom view that was created to help to establish the budget. 7. In the Enterprise Budget and Cost table, click the row heading for Task ID 0 to select the entire row. 8. On the Standard toolbar, click the Assign Resources. 9. In the Assign Resources dialog box, under Resources from PM Quality Assurance System_Budget, select all resources, click Assign, and then click Close. Notice that all the budget resources are now assigned to the Project Summary task. 10. In the Enterprise Budget and Cost table, click and drag the Vertical divider to the right until the Budget Cost column is fully visible. 11. Under the row for Task ID 0, in the row for the Budget Deployment resource, in the Budget Cost field, type 150,000 12. In the row for the Budget Design resource, in the Budget Cost field, type 6,000 13. In the row for the Budget Equipment resource, in the Budget Cost field, type 40,000 14. In the row for the Budget Implementation resource, in the Budget Cost field, type 100,000 Notice that, in the Time-phased area, the Budget Cost values for these budget resources have been distributed over the 10-month period between January 2008 and October 2008. Note: If you wanted to distribute the Budget Cost values for these budget resources differently, you can modify the individual Budget Cost values in the Time-phased area. 15. On row Budget Design, in the Time-phased area, in the Budget Cost row, in the fields for January to March, type 2,000 each 16. In the fields for April to October, clear all values. Notice that this distributes the $6,000 Budget Cost to just three months. 17. On the File menu, click Close.

18. In the Close dialog box, under Save Changes, click Discharge Changes. 19. Under Check in, click Check in, and then click OK.

Establish cost estimates and a cost baseline in Office Project 2007

1. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the File menu, click Open. 4. In the Open dialog box, double-click Retrieve the list of all projects from Project Server, click Training Handbook_Cost and then click Open. 5. On the View menu, click Gantt Chart. 6. On the View menu, point to Table and then click Cost. 7. In the Cost table, click the column heading for Total Cost to select the entire column. Notice that some tasks already have cost values in the Total Cost column. Total Cost values are calculated automatically for enterprise resources by using the formula Total Cost = Rate x Work. 8. In the row for the Write task, click the Total Cost field to select the field value. Notice that the Write task has no calculated value for Total Cost. This is because the Writer resource, who is assigned to the Write task, is a local resource and not an enterprise resource with an established rate. 9. In the row for the Review task, click the Total Cost field to select the field value. Notice that the Team Quality Assurance resource that is assigned to the Review task, is a team resource. Therefore, this resource is not automatically assigned a Total Cost value because team resource members might have different rates. 10. On the View menu, click Resource Sheet. 11. In the row for the Writer resource, in the Std. Rate field, type $40/hr and then press ENTER. 12. On the View menu, click Gantt Chart. 13. In the Cost table, in the row for the Write task, click the Total Cost field to select the field value. Notice that the Write task now has a calculated value for Total Cost. 14. In the row for the Review task, in the Fixed Cost field, type $500 and then press ENTER. Notice that Fixed Cost value is added to the Total Cost value. 15. Click the row heading for the Write task to select the entire row. 16. On the Standard toolbar, click Assign Resources. 17. In the Assign Resources dialog box, in the row for Computer Equipment, in the Max. Units field, type 1 and then press ENTER. This is the assignment of a local material resource.

18. In the Assign Resources dialog box, click Close. 19. On the View menu, click Task Usage. The Task Usage view is applied. This view also displays the allocation of costs over time, in addition to work distribution. 20. Click the row heading for the task 0 Training Handbook_Cost, and click Scroll to Task button. 21. On the Format menu, point to Details, and then click Cost. Notice that the distribution of Cost values is now displayed in the Time-phased area. 22. In the Usage table, under the row for Task ID 2, in the row for the Ciccu Alice resource, double-click the row heading. 23. In the Assignment Information dialog box, on the General tab, click Work contour. Work contour values allow you to choose something other than a flat work contour within a single task. If the work is contoured, it will contour the calculated Total Costs. 24. In the Assignment Information dialog box, click Cancel. 25. On the View menu, click Tracking Gantt and Scroll to Task button. Notice that the Tracking Gantt view has been applied. 26. On the View menu, point to Table, and then click Cost. You may need to move the Vertical Split bar to the right to notice that the Cost table is displayed with the Total Cost and Baseline columns. 27. On the Tools menu, point to Tracking, and then click Set Baseline. 28. On the Set Baseline dialog box, click Set baseline, click Entire project, and then click OK. Notice that the Total Cost values are copied into the Baseline Cost column and the bars on the Gantt view are duplicated in gray when the project baseline is set. 29. On the File menu, click Save. 30. On the File menu, click Publish. 31. On the File menu, click Close. 32. .In the Microsoft Office Project dialog box, click Yes to check in the project. 33. On the File menu, click Exit.

View cost estimates in Office Project Web Access

1. On the desktop, double-click the Home Project Web Access shortcut. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Project Center. 3. On the Project Center page, in the View list, click Cost. 4. Click and drag the vertical split bar to the right until the Project Cost Status column is fully visible.

5. Notice that the Cost view displays the columns listed in the following table for published projects, proposals, and activity plans. Column Name Cost Baseline Cost Actual Cost Fixed Cost Cost Variance Remaining Cost Project Cost Status 6. On the Project Center page, click the Project Name column to order the projects alphabetically. 7. On the row for the Training Handbook_Cost project, click Training Handbook_Cost. 8. In the Project Details: Training Handbook_Cost page, click Resources Cost. Notice the information displayed in this view is related to costs of resources and the baseline is displayed. 9. In the View list, click Tasks Earned Value. Notice the information displayed in this view is related with costs and tracking, and you can also see the baseline of this project. 10. In the View list, click Tasks Cost. Notice the information displayed in this view. 11. On the Project Details: Training Handbook_Cost page, click the Home tab. 12. In the Microsoft Internet Explorer window, on the Title bar, click Close.

Review activity updates and baseline comparison

1. In Project 2007, on the File menu, click Open. 2. In the Open dialog box, double-click Retrieve the list of all projects from Project Server, and then doubleclick Training Handbook_Original Baseline. 3. On the View menu, click Tracking Gantt. Notice that in this view the baseline plan is the same as the actual plan. The baseline plan is represented by the lower bars, and the actual plan is represented by the upper bars. 4. On the File menu, click Close. 5. In the Close dialog box, click OK to save and check in your project. 6. On the File menu, click Open. 7. In the Open dialog box, double-click Retrieve the list of all projects from Project Server, and then doubleclick Training Handbook_Baseline Comparison.

8. On the View menu, click Tracking Gantt, and then press CTRL + SHIFT + F5 to auto fix the time scale. In this schedule, the actual bars do not line up with the baseline bars. The following updates have been performed on this schedule: The start of Task ID 2 was delayed due to resource leveling with the rest of the enterprise projects. The duration of Task ID 4 was increased 2 days to account for the learning curve of the resource. Task IDs 7 and 8 were added in order to achieve the customization the client requires. 9. In the Tracking Gantt, on the Entry table, select the Duration field heading. 10. On the Insert menu, click Column. 11. In the Column Definition dialog box, in the Field Name box, click Baseline Cost, and then click OK. 12. On the Entry table, select the Duration field heading. 13. On the Insert menu, click Column. 14. In the Column Definition dialog box, in the Field Name box, click Cost, and then click OK. Notice the difference between the planned cost, which is listed in the Baseline Cost field and the currently calculated cost, which is listed in the Cost field. 15. In the Tracking Gantt, in the Chart area, point to any baseline bar (lower gray bar). Notice the screen tip displays the planned start and finish date. This can be compared with the currently scheduled start and finish date columns in the Entry table. 16. Keep this schedule open for the next task of the practice.

Update the entire project baseline

1. On the Tools menu, point to Tracking, and then click Set Baseline. 2. In the Set Baseline dialog box, click OK. 3. In the Microsoft Office Project dialog box, click Yes to overwrite the data in the existing baseline. Notice the change to the baseline bars (gray lower bars) in the Chart area. The baseline bars now match the task bars. 4. On the File menu, click Save. 5. On the File menu, click Publish. 6. On the File menu, click Close. 7. In the Microsoft Office Project dialog box, click Yes to check in the project. 8. Keep Project 2007 open for the next task of the practice.

 Set an additional baseline

1. On the File menu, click Open, and then double-click Training Handbook_Multiple Baselines. 2. On the View menu, click 5928A Multiple Baselines Gantt. Notice that in this view, you are able to see the original baseline in blue for this project. 3. On the Tools menu, point to Tracking, and then click Set Baseline. 4. In the Set Baseline field, click Baseline 1, and then click OK. Notice that in the Chart area, the original baseline bars display in blue, while the new baseline bars appear in maroon. Notice that the task ID 7 and 8 do not have an original baseline. 5. In the Tracking Gantt, on the Entry table, select the Duration field heading. 6. On the Insert menu, click Column. 7. In the Column Definition dialog box, in the Field Name box, click Cost, and then click OK. 8. On the Entry table, select the Duration field heading. 9. On the Insert menu, click Column. 10. In the Column Definition dialog box, in the Field Name box, click Baseline Cost, and then click OK. 11. On the Entry table, select the Duration field heading. 12. On the Insert menu, click Column. 13. In the Column Definition dialog box, in the Field Name, click Baseline1 Cost, and then click OK. Notice that variance reports always compare Cost, durations, dates and work with Baseline fields. 14. On the File menu, click Close. 15. In the Microsoft Office Project dialog box, click Yes to check in the project. 16. Keep Project 2007 open for the next task of the practice.

Update the baseline selectively

1. In Project 2007, on the File menu, click Open, and then double-click Training Handbook_Baseline1. 2. Highlight Task ID 7 and Task ID 8 to select both rows. 3. On the Tools menu, point to Tracking, and then click Set Baseline. 4. In the Set Baseline dialog box, under For, click Selected Tasks. 5. In the Set Baseline dialog box, under For, under Roll up baselines, select To all summary tasks, and then click OK.

6. In the Microsoft Office Project dialog box, for the question Are you sure you want to overwrite the data in this baseline?, click Yes. Notice the baseline cost column has been updated to include the new tasks that were added to the project. 7. On the File menu, click Save. 8. On the File menu, click Publish. 9. On the File menu, click Close. 10. In the Microsoft Office Project dialog box, for the question Do you want to check in this project?, click Yes. 11. On the File menu, click Exit to close Project 2007.

Analyze baseline in Office Project Web Access

1. On the desktop, double-click the Home-Project Web Access shortcut. 2. On the Quick Launch, click Project Center. 3. In the View list, click Training Type_Baselines. 4. On the Project Center page, click Scroll to Task button. Notice the bars displayed in the Gantt Chart. The black lower bars indicate the baseline and the blue upper bars indicate the current schedule. Observe the Cost and Baseline Cost columns. Note: You may need to scroll left or right in the Training Type_Baselines view to see the baseline information. 5. On the Project Center page, click Project Name to sort the projects alphabetically. Information about the listed projects is presented to assist with your observation: Project Training Handbook_Baseline0 Includes the task update and the original project baseline. Project Training Handbook_Baseline1 Includes the task update and the new baseline for selected tasks. Project Training Handbook_Baseline2 Includes the task update and the new baseline for the entire project. Project Training Handbook_Baseline3 Includes the task update, the original baseline and the new baseline 1. 6. In the Internet Explorer window, on the Title bar, click Close.

Create and assign an issue item

1. On the desktop, double-click the Home Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to

the Office Project Web Access home page. Confirm that you are connected to Office Project Server 2007 as project manager Steve Masters. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Project Center. 3. On the Project Center page, on the View list, click Training Type M07. 4. On the Project Center page, click the row heading for the Feasibility Study_Issues and Team Discussion project to select the entire row. 5. On the Go To menu, click Issues. Confirm that the Internet Explorer window contains the Issues page for the Feasibility Study_Issues and Team Discussion project workspace. 6. On the Issues page, on the New menu, click New Item. 7. On the Issues: New Item page, in the Title box, type The Business Analyst does not have the availability to conduct the requirements analysis. 8. In the Owner box, type Masters Steve Note: Do not use the Check Names featureit will be checked at the end of the exercise. 9. In the Assigned To box, type Andersen Erik 10. In the Status list, click (1) Active. 11. In the Category list, click (1) Category1. 12. In the Priority list, click (1) High. 13. In the Due Date box, type or select Jan 7 08 14. In the Discussion box, type The Business Analyst proposed for this project is not available because he is assigned to other projects. It is necessary to find another person to do this job in order to comply with the deadline. 15. On the New Item page, click OK. Confirm that the new issue now appears on the Issues page.

Customize settings in an issue item

1. On the Issues page, on the Settings menu, click List Settings. 2. On the Customize Issues page, in the Views section, click All Items. 3. On the Edit View: Issues page, in the Columns section, select the Modify By check box, and then click OK. 4. On the Issues page, confirm that the Modify By column now appears in the Issues list.

 Link a task to an issue item

1. On the Issues page, in the Title field, point to the The Business Analyst does not have the availability to conduct the requirements analysis title, click the Title arrow, and then click Edit Item. 2. On the Issues: The Business Analyst does not have the availability to conduct the requirements analysis page, click Link Items. 3. In the Project Web Access.-Web Page Dialog, in the row for Task ID 2, in the Link field, click the check box to link to the task. 4. In the Relation field, click Issue affects task, and then click OK. 5. On the Issues: The Business Analyst does not have the availability to conduct the requirements analysis page, click OK. 6. In the Internet Explorer window, on the Title bar, click Close. After Completing This Practice Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for the subsequent practice and for the lab.

Create a team discussion

1. If Office Project Web Access is already open for Masters Steve, go to step 3. 2. On the desktop, double-click the Home Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access home page. Confirm that you are connected to Office Project Server 2007 as project manager Steve Masters. 3. In Office Project Web Access, on the Home page, in the Project Workspaces list, in the row for the Feasibility Study_Issues and Team Discussion project, click Feasibility Study_Issues and Team Discussion. Confirm that the Internet Explorer window that opens contains the home page for the Feasibility Study_Issues and Team Discussion project workspace. 4. On the Feasibility Study_Issues and Team Discussion page, in the Quick Launch, click Team Discussion. 5. On the Team Discussion page, on the New menu, click Discussion. 6. On the Team Discussion: New Item page, in the Subject box, type Design Ideas 7. In the Body box, type I want to get feedback on the prototype design ideas. The deadline for the preliminary design cannot be moved from February 29th, 2008 and I would really like to know the challenges that we have, to comply with this date. 8. On the Team Discussion: New Item page, click OK. Confirm that the Design Ideas discussion item appears on the Team Discussion page that opens. 9. In the Internet Explorer window, on the Title bar, click Close.

 Reply to a team discussion

1. On the desktop, double-click the Forms Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv:81/pwa/ and opens to the Office Project Web Access Sign In page. 2. In Office Project Web Access, on the Sign In page, in the User name box, type Bento Paula 3. In the Password box, type Pa$$w0rd and then click Sign In. Confirm that you are connected as Paula Bento to the Office Project Server 2007. 4. In Office Project Web Access, on the Home page, in the Project Workspaces list, in the row for the Feasibility Study_Issues and Team Discussion project, click Feasibility Study_Issues and Team Discussion. Confirm that the Internet Explorer window that opens displays the Home page for the Feasibility Study_Issues and Team Discussion project workspace. 5. On the Feasibility Study_Issues and Team Discussion page, in the Quick Launch, click Team Discussion. 6. On the Team Discussion page, in the Title field, point to the Design Ideas title, click on the Title arrow, and then click View Item. 7. On the Team Discussion: Design Ideas page, click Reply. 8. On the Team Discussion: New Item page, in the Body box, type I suggest a Benchmarking analysis be performed in order to determine if all requirements are accounted for. 9. On the Team Discussion: New Item page, click OK. Confirm that on the Team Discussion page that appears, in the row for the Design Ideas item, in the field for Replies, there is now one reply. 10. In the Internet Explorer window, on the Title bar, click Close. After Completing This Practice Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for the lab.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd Following completion of this lab, do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Lab Scenario

 Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far you have created a Project Server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by created a resource plan, and created project workspaces to store project related documents. You have developed the WBS and the project schedules. You have created and linked project deliverables to scheduled tasks and to dependencies in other projects. You have built the project teams from both enterprise and local resources. You have also collaborated with various team members to optimize the resource assignments on both projects. Current Assignments: The PMO has just sent you some more information to help you develop the components of your project management plans. The new information you have just received includes: The resource cost information for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. The risks register for the Analysis and Evaluation of the Server Acquisition project. The issues register for the Server Procurement project. The additional project planning documents for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. This new information will help you to further develop your project management plans. You are now able to add actual resource costs to both projects to develop cost management plans. The risk register information provides you with the information necessary to create and customize individual project risk items, at least for the Analysis and Evaluation of the Server Acquisition project. Similarly, the issues register information gives you what you need to create and customize individual project issue items, at least for the Server Procurement project. Finally, the additional project planning documents can now be uploaded to the project workspaces and shared with the entire project team.

Exercise 1: Entering Costs for Resources In this exercise, you will learn how to enter costs for resources. Scenario As the project manager, this new information will help you further develop your project management plans. You are now able to add actual resource costs to both the Analysis_Cost and Risk project and the Procurement_Cost and Risk project to further develop your cost management plans. The principal tasks for this exercise are as follows:

 Review the costs for enterprise work resources. Update the costs for a local resource.

Tasks 1. Review the costs for enterprise work resources.

2. Update the costs for a local resource.

Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab7_Ex1 worksheet, review all the supporting resource cost information provided. You will need to use this information to complete the work assignment that you have been given. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd From the Project Center, open the Analysis_Cost and Risk project in Office Project 2007. In Office Project 2007, in the Resource Sheet view, compare the cost values for all project resources with the individual resource cost information provided by the PMO. In the Gantt Chart view, change the table to the Cost table to check the total and fixed costs by task. Set the Baseline for the entire project. Change to the Tracking Gantt view. When finished validating the project costs, save and then publish the Analysis_Cost and Risk project. Close the Analysis_Cost and Risk project. On the Lab7_Ex1 worksheet, review all the supporting resource cost information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the Procurement_Cost and Risk project in Office Project 2007. In Office Project 2007, in the Resource Sheet view, compare the cost values for all project resources with the individual resource cost information provided by the PMO. Notice that the local material resource, Server HW, does not have correct cost information. For the local material resource Server HW, update the Std Rate field to match the individual resource cost information provided by the PMO. In the Gantt Chart view, change the table to the Cost table to check the total and fixed costs by task. Set the Baseline for the entire project. Change to the Tracking Gantt view. When finished validating the project costs, save and then publish the Procurement_Cost and Risk project. Close Office Project 2007.

Exercise 2: Customizing Risk Items

In this exercise, you will learn how to create and customize project risk items as part of a risk management plan. Scenario As the project manager, the new risk register information for the Analysis_Cost and Risk project now provides you with the information necessary to begin creating and customizing individual project risk items to establish your risk management plan. As the risk items are stored on the project workspace, the entire project team can collaborate in the risks management process. The principal task for this exercise is to create and configure risk items for a risk management plan. Tasks Create and configure risk items for a risk management plan. Supporting information Open the F:\MOC 5928A\Practice files \5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab7_Ex2 worksheet, review all the supporting risk register information provided. You will need to use this information to complete the work assignment that you have been given. Open the Analysis_Cost and Risk project workspace. On the Analysis_Cost and Risk project workspace, create the two risk items as defined in the supporting risk register information provided by the PMO. On the Analysis_Cost and Risk project workspace, use the Edit Item feature to reopen each risk item, and then click the Link Items feature and link each Risk item to the project tasks, as defined in the supporting risk register information provided by the PMO. Close the Analysis_Cost and Risk project workspace.

Exercise 3: Customizing Issue Items In this exercise, you will learn how to create and customize project issue items as part of an issue management plan. Scenario The new issues register information for the Procurement_Cost and Risk project now gives you what you need to start creating and customizing individual project issue items, to help establish your issues management plan. As the issue items are stored on the project workspace, the entire project team can collaborate in the issues management process. The principal task for this exercise is to create and configure issue items for an issue management plan. Tasks Create and configure issue items for an issue management plan. Supporting information Open F:\MOC 5928A\Practice files \5928A_Labs.xlsx provided by the project management office (PMO). On the Lab7_Ex2 worksheet, review all the supporting issues register information provided. You will need to use this information to complete the work assignment that you have been given. Open the Procurement_Cost and Risk project workspace. On the Procurement_Cost and Risk project workspace, create the issue item as defined in the supporting Issues register information provided by the PMO. On the Procurement_Cost and Risk project workspace, use the Edit Item feature to

reopen the issue item, click the Link Items feature and then link the issue item to the project tasks, as defined in the supporting issues register information provided by the PMO. Close the Procurement_Cost and Risk project workspace.

Exercise 4: Uploading Project Documents to the Project Workspace In this exercise, you will learn how to upload project documents to the project workspace. Scenario Finally, as the project manager, you are responsible for managing the necessary project planning documents for each of your projects. Now that they are available, these project planning documents can be uploaded to the project workspaces and shared with the entire project team. Because both the Analysis_Cost and Risk project and the Procurement_Cost and Risk project will need a separate set of documents, each project has a secure document library in its own project workspace for organizing and storing project documents. The principal tasks for this exercise are as follows: Upload multiple project documents to a project workspace. Upload multiple project documents to an alternate project workspace. Tasks 1. Upload multiple project documents to a project workspace. Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab7_Ex4 worksheet, review all the supporting documents list provided. You will need to use this information to complete the work assignment that you have been given. Open the Analysis_Cost and Risk project workspace. On the Analysis_Cost and Risk project workspace, move to the Project Documents page, and open the Planning folder. In the Planning folder, in the Upload menu, click Upload Multiple Documents. From the F:\MOC 5928A\Practice files folder, select and upload the project planning documents as defined in the supporting documents list provided by the PMO. Close the Analysis_Cost and Risk project workspace. On the Lab7_Ex4 worksheet, review all the supporting documents list provided. You will need to use this information to complete the work assignment that you have been given. Open the Procurement_Cost and Risk project workspace. On the Procurement_Cost and Risk project workspace, move to the Project Documents page, and open the Planning folder. In the Planning folder, in the Upload menu, click Upload Multiple Documents. From the F:\MOC 5928A\Practice files folder, select and upload the project planning documents as defined in the supporting documents list provided by the PMO. Close the Procurement_Cost and Risk project workspace.

2. Upload multiple project documents to an alternate project workspace.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 8: Executing ProjectsProcesses, Resources, and Deliverables

Replace a generic resource
1. On the desktop, double-click the shortcut Home-Project Web Access. 2. On the Quick Launch, under Projects, click Project Center. 3. On the View list, click Training Type M08. 4. In the Project Name column, click Feasibility Study_Generic Resource Replacement. This will open the schedule and take you to the Project Details page. 5. Click Build Team. 6. On the Build Team page, on the right side of the page, under the Resource Name column, click the QA Specialist check box, and then click Match. This will reduce the list of enterprise resources on the left side of the page to the resources that are suggested as a replacement for QA Specialist. 7. On the left side of the page, under the Resource Name column, click the check box next to Shrader Jill. On the right side of the page, under the Resource Name column, click the check box next to QA Specialist, and then click Replace. Shrader Jill is now listed on the right side. Tip: A Project Drilldown is available at the bottom of the Project Details page to further assist with resource replacements. 8. Click Save. You will be returned to the Project Details page. 9. Keep this page open for the next part of the practice.

Replace a named resource on specific tasks

1. On the Quick Launch, under Projects, click Proposals and Activities. 2. In the Name column, click Feasibility Study_Selective Resource Replacement. The Feasibility Study_Selective Resource Replacement page displays showing the tasks in the feasibility study. 3. In the Define Study Boundary row, under the Resource Name column, click Ciccu Alice. Click the downward facing arrow to the right of Ciccu Alice, and then click Bento Paula. 4. In the Identify Key Participants row, under the Resource Name column, click Ciccu Alice. Click the downward facing arrow to the right of Ciccu Alice, and then click Ahs David. 5. In the Requirements Validation and Documentation row, under the Resource Name column click Ciccu Alice. Click the downward facing arrow to the right of Ciccu Alice, and then click Ahs David. 6. Click Save and Publish. 7. Keep this page open for the next part of the practice.

 Replace a named resource on specific tasks in progress

1. On the Quick Launch, click Home. 2. On the Quick Launch, click Proposals and Activities. 3. In the Name column, click Feasibility Study_Progressed Assignment Replacement to launch the Work Details page. 4. In the Define Study Boundary row, under the Resource Name column, click Ciccu Alice. Click the downward facing arrow to the right of Ciccu Alice, and then click Bento Paula. This will substitute the resource. 5. Click Save and Publish. 6. In the Windows Internet Explorer window, on the File menu, click Close. 7. Press RIGHT-ALT+DELETE. 8. In the Windows Security dialog box, click Log Off. 9. In the Log Off Windows dialog box, click Log Off. Optional End of Day Virtual Machine Shut Down Instructions Depending on your classroom, it may be necessary to shut down the virtual machine at the end of each day and restart it at the beginning of the next day. Optional end-of-day instructions are provided below for your reference. Optional restart instructions will be provided at the beginning of Module 9. Refer to your instructor to find out if you need to shut down the virtual machine.

To shut down the virtual machine

1. In the 5928A-ENU-PROJSERV-Microsoft Virtual PC 2007 window, on the Action menu, click Close. Tip: If the Action menu is not visible, press RIGHT-ALT+ENTER to switch the virtual machine window from full screen to previous size. 2. In the Close dialog box, in the What do you want the virtual machine to do? list, click Save state and save changes. 3. Select the check box for Commit changes to the virtual hard disk, and then click OK. 4. Wait until the virtual machine window closes before doing anything else with your computer.

 To start up the virtual machine

1. On the desktop, double-click 5928A-ENU-PROJSERV to start the virtual machine. 2. Wait until the virtual machine window is restored before starting to use it. The virtual machine will start up where you left off on day one. Tip: You must use the ALT key located on the right-hand side of the keyboard.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-ProjServ virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd

Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office) and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: As the project manager, Fred Northup, you are now in the process of executing your project management plans. You are currently focused on managing the project resources and deliverables. Current Assignments: The PMO has just sent you some more information to help you with the execution of your projects. The new information you have just received includes: The resource replacement information for the Analysis and Evaluation of the Server Acquisition project. You are now ready to acquire your actual project team by replacing planned resources with actual resources who will do the work. Due to resource leveling, resource substitution, and other steps in the planning of your projects, you decide it is necessary to review and update your project deliverables, as well as their tasks dependencies and links.

Exercise 1: Acquiring the Project Team In this exercise, you will update your project team by replacing planned resources with actual resources who will do the work. Scenario

As the project manager, you are now ready to acquire your actual project team by replacing planned resources with actual resources who will do the work. You want to use the resource replacement information provided by the PMO to make resource substitution in the Analysis_Evaluation project. The principal tasks for this exercise are as follows: Replace resources from Office Project 2007. Replace resources from Office Project Web Access. Tasks 1. Replace resources by using Office Project 2007 Supporting information Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd In Project Center locate project Analysis_Execution. Open Analysis_Execution in Office Project Professional 2007. Open Assign Resources dialog box. In Task ID 9 replace Network Engineer with Earls Terry. Save and publish Analysis_Execution. Close Office Project Professional 2007. Open Project Center. Open Project Details for Procurement_Execution. Using Build Team, find resources who match Network Engineer. Replace Network Engineer with Earls Terry. Save your project, and return to the home page.

2. Replace resources from Project Web Access.

Exercise 2: Managing Deliverables In this exercise, you will update your project deliverables according to the updates to the project plan and evaluate the impact on scheduled tasks. Scenario As the project manager, you want to update your deliverable items according to the updates to the Analysis_Execution project plans and evaluate the impacts on scheduled tasks. You decide to first update the deliverables where it is necessary, and review what has happened. The principal tasks for this exercise are to: Review the current state of Analysis and Evaluation of the Server Acquisition deliverables with respect to the different task updates, updating the deliverables dates as necessary. Review the current state of Server Procurement deliverables with respect to the different task updates, updating the deliverables dates as necessary; also update tasks as necessary due to the effect of a deliverable updated in another project.

Tasks

Supporting information

1. Review the current state of Analysis and Evaluation of the Server Acquisition deliverables with respect to the different task updates, updating the deliverables dates as necessary.

2. Review the current state of Server Procurement project deliverables with respect to different task updates, updating the deliverables dates as necessary; also update tasks as necessary by the effect of a deliverable updated in another project.

Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Open project Analysis_Execution in Project Details using the Task Details view. From the Deliverables page, edit and update the Start and Finish dates: Change Start date to 1/29/2007. Change Finish date to 2/2/2007. Open project Analysis and Evaluation final document in Project Details using the Task Details view. From the Deliverables page, edit and update the Finish date: Change Finish date to 3/2/2007. Open project Procurement_Execution from the Project Center so that Project Professional opens. In the Collaborate menu, click Manage Dependencies on Deliverables. Accept all server changes. Bidding Process task needs to have its Constraint type changed to Start No Earlier Than with a Constraint date of 2/3/2007. From Manage Deliverables, change the start and finish dates for Server Delivery: Start type 2/26/07. Finish type 3/23/07. Save and publish your project. Close Project Professional.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 9: Executing ProjectsManaging Timesheets and Personal Settings

Create a timesheet
1. On the desktop, double-click the shortcut Forms-Project Web Access. 2. On the Sign In page, in the User Name field, type Ahs David 3. In the Password field, type Pa$$w0rd and then click Sign In. Note: Throughout this practice, you should know that if you pause too long between activities, Office Project Web Access will prompt you to reenter the log in information. This is a safety feature in case a user leaves a computer and forgets to log off. 4. On the Home page, on the Quick Launch, click My Timesheets. 5. In the View field, click All Timesheets. 6. Click Period to sort the column from Wk 1 to Wk 52. Note: Notice that periods are defined by weeks, but could be defined by fortnights, months, or any period that is convenient for your organization. Periods can also be managed so that some periods are open and some are closed. In this environment, periods for week 27 through week 52 are closed. 7. In the row for Wk 4, under the Timesheet Name column, point to the right of Click to Create, click the downward pointing arrow, and then click Do not Autopopulate. The timesheet appears showing administrative tasks only. Note: If the downward pointing arrow does not appear, increase the window size or maximize the window. If you cant find the downward pointing arrow, ask your instructor for help. 8. Keep this page open for the next part of the demonstration.

Add a task to a timesheet

1. Click the Add Lines button. The Select Task-Web Page dialog box appears. This dialog box allows a team member to add additional items to the timesheet. These items can be from existing projects or new items created by the team member. 2. Click Select from existing assignments and in the adjacent list, scroll to the heading Feasibility Study_Timesheets, and click the sub item Identify Key Participants. In the Line Classification field, click Standard, and then click OK. The new line will be added to the timesheet where the project name would occur alphabetically. Note: If you wrote in a Comment, it will appear to the right of your item in the timesheet. Comments are useful to further explain when you add new items to the timesheet.

 Fill out a timesheet

1. Select the check box of the row you just added: Feasibility Study_Timesheets for task Identify Key Participants, and then click the Replace Actual with Planned button. 2. In the Microsoft Internet Explorer dialog box, for the question Do you wish to replace the values now?, click OK. This will copy planned work values into actual work values. Note: If you do not see the hours, scroll the timesheet to the right or expand the window until the days of the week and the hours are displayed. 3. On the Actions menu, click Show/Hide Non-Billable Work. This will add the nonbillable and overtime nonbillable rows to each item on the timesheet. 4. In the Feasibility Study_Timesheets for task Identify Key Participants row, in the Non-billable subheading, under Wed 1/24, type 2h and then press ENTER. 5. In the Administrative row with the Billing Category Administrative, under Mon 1/22, enter 8h and under Tue 1/23, enter 8h and then press ENTER. 6. At the bottom of the My Timesheet web page, click Recalculate. Total work hours for all categories will be displayed in the last row. 7. At the bottom of the My Timesheet web page, click Save. 8. At the bottom of the My Timesheet web page, click Cancel. This will return you to the previous My Timesheet page.

Submit a Timesheet
1. On the My Timesheets page, click Period to sort the column from Wk 1 to Wk 52. 2. In the Wk4 row, in the Timesheet Name column, click My Timesheet. 3. On the Settings menu, click Timesheet Header Data. 4. In the Comment field, type Boss, here is my report this week 5. At the bottom of the My Timesheet Web page, click Save and Submit. 6. Click Period to sort the column from Wk1 to Wk 52. In the My timesheet row for Wk4, the Status has been changed to submitted, the Next Approver has been changed to Andersen Erik and the Transaction Comment shows Ahs David. Note: Timesheets that are waiting for approval cannot be modified.

 Review a timesheet
1. On the Welcome Ahs David menu, click Sign Out. 2. On the Sign In page, in the User Name field, type Andersen Erik, in the Password field, type Pa$$w0rd and then click Sign In. 3. On the Office Project Web Access Home page, under Approvals, click You have 1 timesheet from resources pending your approval. The Timesheet Approvals page launches with a list of timesheets that are waiting for your approval. 4. In the Ahs David row, click My Timesheet. This will launch the Review Timesheet Detail page. Note: If you do not see timesheets pending approval, on the Settings menu, click Settings to turn on the filter, select the Pending My Approval check box, and then click Apply.

Reject a timesheet
1. At the bottom of the Review Timesheet Detail page, click Reject. 2. In the Submit Timesheet-Web Page dialog box, in the Comment field, type Please adjust your timesheet, you are missing Fridays time and then click OK. You will be taken to the Timesheet Approvals page. 3. On the Welcome Andersen Erik menu, click Sign Out. Note: You may need to scroll to the right so you are able to see the Welcome Andersen Erik menu.

Adjust a rejected timesheet

1. On the Sign In page, in the User Name field, type Ahs David 2. In the Password field, type Pa$$w0rd and then click Sign In. 3. On the Home page, in the Quick Launch, click My Timesheets. 4. Click Period to sort the column from Wk 1 to Wk 52. 5. On the My Timesheet Wk 4 2007 (1/14/2007 1/27/2007) row, read the Status and Transaction Comment. These cells match what you did in the previous part of the demonstration. Click My Timesheet. 6. On the Administrative row with the Billing Category Administrative, under Fri 1/26, type 8h and then press ENTER. 7. At the bottom of the My Timesheet page, click Save and Submit.

 Approve a timesheet
1. In the Welcome Ahs David menu, click Sign Out. 2. On the Sign In page, in the User Name field, type Andersen Erik 3. In the Password field, type Pa$$w0rd and then click Sign In. 4. On the Office Project Web Access Home page, under Approvals, click You have 1 timesheet from resources pending your approval. The Timesheet Approvals page launches with a list of timesheets that are waiting for your approval. 5. Select the check box for Ahs David, and then on the Quick Access toolbar, click Approve. You have successfully approved a timesheet. 6. On the File menu for Windows Internet Explorer, click Close.

Create a surrogate timesheet

1. On the desktop, double-click the shortcut Home-Project Web Access. Verify you are signed in as Masters Steve on the Welcome. 2. On the Quick Launch, click My Timesheets. 3. Click the Surrogate Timesheet button. 4. On the Surrogate Timesheet page, in the Resource Name field, click the Browse button, and then doubleclick Andersen Erik. This populates the Resource Name field with Andersen Erik. 5. In the Timesheet Type field, click Create with Default Setting. 6. In the Select Period field, click Wk4 2007 (1/21/2007 1/27/2007), and then click Create Timesheet. A timesheet is created. 7. In the Administrative row, with the Billing Category Sick time, under Mon 1/22 type 8h and under Tue 1/23, enter 8h, under Wed 1/24, enter 8h, under Thu 1/25 enter 8h, under Fri 1/26 enter 8h, and then press ENTER. 8. At the bottom of the My Timesheet page, click Save and Submit. You will be returned to the Surrogate Timesheet page. 9. At the bottom of the Surrogate Timesheet page, click Cancel. You will be returned to the My Timesheets page. 10. In the Internet Explorer window, on the Title bar, click Close.

 Plan administrative time

1. On the desktop, double-click the shortcut Forms-Project Web Access. 2. On the Sign In page, in the User Name field, type Ahs David 3. In the Password field, type Pa$$w0rd and then click Sign In. 4. On the Quick Launch, click My Timesheets. 5. In the View list, click All Timesheets, and then click the Plan Administrative Time button. The Administrative Time-Web Page Dialog box appears. 6. In the Category field, click Vacation. 7. In the Period field, click Wk 22 2007 (5/27/2007 6/2/2007). 8. In the Description field, type Annual Vacations Note: The description field becomes available once you select an open timesheet period. 9. In the Planned row, On Mon 5/28, type 8h On Tue 5/29, type 8h On Wed 5/30, type 8h On Thu 5/31, type 8h On Fri 6/1, type 8h and then click Save. You will be returned to the My Timesheets page. 10. On My Timesheets page, click Plan Administrative Time button. The Administrative Time-Web Page Dialog box appears. 11. In the Category field, click Sick Time. 12. In the Period field, click Wk 21 2007 (5/20/2007 5/26/2007). 13. In the Description field, type Laser eye surgery 14. In the Planned row, On Thu 5/24, type 8h On Fri 5/25, type 8h and then click Save. You will be returned to the My Timesheets page.

Accept and reject administrative time

1. On the Welcome Ahs David menu, click Sign Out. 2. On the Sign In page, in the User Name field, type Andersen Erik

3. In the Password field, type Pa$$w0rd and then click Sign In. 4. On the Office Project Web Access Home page, under Approvals, click You have 7 administrative time-off request from resources pending your approval. 5. Select the check box for the Ahs David row with the Category Title Vacation, and then click Reject. 6. Select the check box for the Ahs David row with the Category Title Sick Time, and then click Accept.

Review administrative time on the resource calendar

1. On the Quick Launch, click Resource Center. 2. In the View list, click (PMO) All Resources, and then select the check box for resource Ahs David. 3. On the Quick Toolbar, click Open selected resources in Project Professional 2007 button. 4. On the Login dialog box, in the User Name field, type Andersen Erik. 5. In the Password field, type Pa$$w0rd and then click OK. 6. In Microsoft Office Project Professional 2007, double-click Ahs David. 7. In the Resource Information dialog box, on General tab, click Change Working Time. 8. On Exceptions tab, select the first row of My Timesheet. Calendar will show exceptions. Note: When a resource enters administrative time, the resource calendar and resource availability are updated. 9. In the Change Working Time dialog box, click Cancel. 10. In the Resource Information dialog box, click Cancel. 11. On the File menu, click Exit. 12. In the Resource Center window, on the Welcome Andersen Erik menu, click Sign Out. 13. On the Sign In page, in the User Name field, type Ahs David 14. In the Password field, type Pa$$w0rd and then click Sign In. 15. On the Quick Launch, click My Timesheets. 16. Click Period to sort from Wk 1 to Wk 52. 17. On the Wk 22 2007 (5/27/2007-6/2/2007) row, click My Timesheet. Notice that on the Administrative row labeled as the Billing Category Vacation, that the Approval Status shows a red stoplight symbol to indicate it was not approved.

 Delete a rejected administrative plan

1. Select the Administrative row with the Billing Category Vacation, and then click Delete Lines. 2. In the Microsoft Internet Explorer dialog box with the message Are you sure you want to delete this timesheet line?, click OK. You removed your vacation request from this timesheet. 3. At the bottom of the My Timesheet page, click Save. 4. In the Welcome Ahs David menu, click Sign Out. 5. In the Internet Explorer window, on the Title bar, click Close.

Modify team members task alerts and reminders

1. On the desktop, double-click the shortcut Home-Project Web Access. 2. On the Quick Launch, click Personal Settings to browse to the Personal Settings page, and then click Manage my Resources Alerts and Reminders. 3. Under Task Alerts, clear Update Tasks. This will turn off e-mail notification when team members make changes to their tasks. 4. Under Task Reminders, select the Send a reminder 1 Day(s) before team members tasks are due check box. 5. In the Send a reminder 1 Day(s) before the team members tasks are due, click the arrow to the right of Day(s) and click Week(s). 6. Under Send a reminder 1 Week(s) before the team members tasks are due, click Send e-mail to team members only. 7. Under Task Reminders, select the Send a reminder when a team members task is 1 Day(s) overdue check box. 8. In the Send a reminder when a team members task is 1 Day(s) overdue, click the arrow to the right of Day(s), and then click Week(s). 9. Under Send a reminder when a team members task is 1 Week(s) overdue, click Send e-mail to me and team members.

Modify resources status report alerts and reminders

1. On the Manage My Resources Alerts and Reminders page, under Status Report Alerts, verify that the Submit a status report check box is selected. 2. Under Status Report Reminders, select the Send a reminder when their status reports are due in 1 Day(s) check box.

3. Under Send a reminder when their status reports are due in 1 Day(s), click Send e-mail to my resources only. 4. At the bottom of the Manage My Resources Alerts and Reminders page, click Save. You will return to the Personal Settings page. 5. In the Internet Explorer window, on the Title bar, click Close. Press RIGHT-ALT+DELETE. 6. In the Windows Security dialog box, click Log Off. 7. In the Log Off Windows dialog box, click Log Off.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd

Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: As the project manager, Fred Northup, you are now in the process of executing your project management plans. For these projects, you are also the timesheet manager. As the projects timesheet manager, you must approve team members timesheets and ensure that team members are accurately reporting their non-project work. Current Assignments: As a project team member, Bart Duncan, you have to create and submit a timesheet showing your hours worked on the project for this reporting period to the timesheet manager who, on this project, also happens to be the project manager. As the timesheet manager, Fred Northup, you must review and approve the submitted timesheet. As a project team member, Jon Morris, you have to report hours for non-project work that corresponds to Sick Time to the timesheet manager who on this project also happens to be the project manager. As the timesheet manager, Fred Northup, you must review and approve the submitted timesheets. The information you have for these assignment includes:

 Bart Duncans timesheet information, from which you will enter his work hours on the project for this reporting period. Jon Morriss timesheet information, from which you will enter his non-project work hours, or sick time, on the project for this reporting period. Litware has standardized the use of Office Project Web Access to track work and non-work assignments. Every employee is to provide, at minimum, weekly task progress updates, and all timesheets are due Monday morning at 9:00 A.M. from project-assigned resources and various business personnel. Not all business management is required to track time in Office Project Web Access. Timesheets are approved by project managers by 12:00 P.M. the same day.

Exercise 1: Using Timesheets In this exercise, as project team member, you will create timesheets, report hours worked, and review timesheets approved by your timesheet manager. Then, as a timesheet manager, you will review and approve timesheets submitted by team members.

Scenario As the project team member, Bart Duncan, you have to create and submit your timesheet showing the hours you worked on the Analysis and Evaluation of the Server Acquisition project for this reporting period to the timesheet manager. In this exercise, the project manager, Fred Northup, is also designated as a timesheet manager. As the timesheet manager, Fred Northup, you must review and approve the timesheet submitted from Bart Duncan. The principal tasks for this exercise are as follows: As a team member, create timesheets for reporting. As a team member, report hours worked. As a timesheet manager, review and authorize timesheets. As a team member, review approvals or rejections from the timesheet manager.

Tasks 1. As a team member, create timesheets for reporting.

2. As a team member, report hours worked for the periods specified.

Supporting information Log on to Project Web Access using the desktop shortcut Forms Project Web Access with the following credentials: User Name: Duncan Bart Password: Pa$$w0rd In Project Web Access, open the Timesheets page. Create reporting periods for weeks 4 and 5. Open F:\MOC 5928A\Lab files\5928A_Labs.xlsx. Report hours worked according to the information contained on Sheet Lab9_Ex1 for weeks 2 and 3. Submit the timesheet to your timesheet manager. Close Project Web Access.

3. As a timesheet manager, review and approve timesheets.

4. As a team member, review approvals or rejections from the timesheet manager.

Log on to Project Web Access using the desktop shortcut Home Project Web Access. Review the received timesheets. Approve all timesheets. Close Project Web Access. Log on to Project Web Access using the following credentials: User Name: Duncan Bart Password: Pa$$w0rd Review the approvals or rejections from the timesheet manager for weeks 2 and 3. Close Project Web Access.

Exercise 2: Reporting Non-Project Work In this exercise, you will report, as a project team member, hours worked in non-project activities. Then as a resource manager (timesheet manager), you will review and approve the timesheets submitted by a project team member. Scenario As the project team member, Jon Morris, you have to create and submit your timesheet to the timesheet manager who on this project also happens to be the project manager. The timesheet will show your hours of non-project work (in this case sick time) on the Analysis and Evaluation of the Server Acquisition project for this reporting period. As the timesheet manager, Fred Northup, you must review and approve the timesheet submitted from Jon Morris. The principal tasks for this exercise are: As a team member, request approval for non-project work. As a timesheet manager, review and approve the non-project work request. As a team member, review the approval of non-project work. Tasks 1. As a Team Member, request approval for nonproject work. Supporting information Log on to Project Web Access using the desktop shortcut Forms Project Web Access with the following credentials: User Name: Morris Jon Password: Pa$$w0rd In Project Web Access, open the Timesheets page. As a team member use Plan Administrative Time to request authorization for Non-Project Work. Close Project Web Access. Log on to Project Web Access using the desktop shortcut Home Project Web Access. Approve the requested time off. Close Project Web Access. Log on to Project Web Access using the desktop shortcut Forms Project Web Access with the following credentials: User Name: Morris Jon

2. As a Timesheet Manager, review and approve the non-project work request. 3. As a Team Member, review the approval of non-project work.

 Password: Pa$$w0rd Review the approvals for time off for weeks 2 and 3. Close Project Web Access.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 10: Monitoring and Controlling ProjectsTracking Task and Project Progress
Report task progress
1. On the desktop, double-click the Forms Project Web Access shortcut. 2. On the Sign In page, in the User Name field, type Ciccu Alice 3. In the Password field, type Pa$$w0rd, and then click Sign In. 4. On the Home page, on the Quick Launch, under My Work, click My Tasks. 5. On the My Tasks page, in the Page 1 list, click Page 3. 6. Under Training Handbook_Percentage Progress, click the check box for the row with the task name Obtain Information. In the Start column, click 1/22/2007. The calendar symbol that appears is a shortcut to assist with picking a date. If the calendar window opens, close it before continuing. 7. In the Progress column, click 0%, type 60%, and then press ENTER. This project is set to use Percent Of Work Complete as the tracking method. 8. Under Training Handbook_Actual And Remaining Work, click the check box for the row with the task name Obtain Information. 9. In the Progress column, click 0d and type 3d This project is set to use Actual Work And Work Remaining as the tracking method. 10. Under Training Handbook_Hours Per Period, select the row with the task name Obtain Information. 11. In the Progress column, click 0 of 5d (0%). A timesheet window appears at the top of the Web page. This project is set to use Hours Of Work Done Per Time Period as the tracking method. Confirm that the timesheet automatically displays the current week. 12. In the Actual Work row, under Mon type 8h, under Tue type 8h, and under Wed type 8h, and then press ENTER. 13. On the My Tasks page, click Recalculate. Point out how the start and finish dates for this task changed. The finish date is generated based on the remaining work. Note: It may take a few minutes before the dates recalculate. 14. On the My Tasks page, click Save All. Notice the message that appears to the left of Recalculate: Your changes have been saved. Point out that this information is saved for future editing and has not yet been submitted. 15. Under Training Handbook_Actual And Remaining Work, to the right of the task name Obtain Information, click the arrow, and then click Add/Edit Note.

16. In the Project Web Access Assignment Notes dialog box, type I received all the information on time, and it seems that we will finish earlier than planned, as you can see in my forecast and then click OK. A note symbol appears in the note column. 17. On the My Tasks page, click Save All. 18. Under Training Handbook_Actual And Remaining Work, click Obtain Information. 19. On the Assignment Details: Obtain Information page, under Task Progress, confirm that the Total Work field is locked whereas the Completed Work field is filled in with the value you entered earlier. 20. Under Task Properties, in the Remaining Work field, type 0h, and then click Recalculate. Notice the change in the Finish date. 21. Under Task Properties, in the Finish field, enter 1/25/2007 and then click Recalculate. The Remaining Work field is recalculated because of the formula Total Work = Actual Work + Remaining Work. 22. Expand the Transaction Comments and Task History section. Point out the description of this section under the title. 23. Expand the Attachments section. Point out the description of this section under the title. 24. Expand the Contacts section. Point out the description of this section under the title. Confirm that the project manager is Steve Masters, the approval manager is Steve Masters, and the assigned resource is Alice Ciccu. 25. Expand the Related Assignments section. Notice the description of this section under the title. 26. Expand the Notes section. Notice the description of this section under the title. 27. On the Assignment Details: Obtain Information page, click Save. 28. On the My Tasks page, in the Page 1 list box, click Page 3. 29. Under Training Handbook_Actual And Remaining Work, select the check box for the Obtain Information row. 30. Confirm that the Send Comment check box is selected. 31. On the My Tasks page, click Submit Selected. In the Submit Changes dialog box, type Please review my tasks progress and then click OK. Notice the message that appears to the left of Recalculate: Your changes have been submitted. 32. In the Windows Internet Explorer window, on the File menu, click Close.

Report task progress of a material resource assignment

1. On the desktop, double-click the shortcut Home-Project Web Access to log on as Masters Steve. 2. On the Office Project Web Access page, under My Work, click My Tasks.

3. On the My Tasks page, under Training Handbook_Actual And Remaining Work, on the Write row, in the Start column, enter 1/26/2007 and then press ENTER. Notice that Computer Equipment is listed as a resource. In the Progress column, type 0.2. You may need to change to page 2 in the list box. 4. In the Health list, click Early, and then click outside the list to hide the list. 5. On the My Tasks page, click Recalculate. Note: The assignment owner reports task progress. If an assigned resource is a generic resource, material resource, local resource, or any resource that is not part of the enterprise, you can add an enterprise resource as the assignment owner to report task progress on behalf of the resource. 6. Under Training Handbook_Actual And Remaining Work, select the check box for the row Write. 7. On the My Tasks page, click Submit Selected. In the Submit Changes dialog box, click OK. 8. On the Quick Launch, click Home. 9. Keep this page open for the next part of the demonstration.

Preview, approve, and reject task updates

1. On the Office Project Web Access page, under Approvals, click You have 3 task updates from resources pending your approval. 2. On the Task Updates page, on the Settings menu, click View Options. 3. In the View Options pane, in the Date range field, enter 1/20/2007. 4. In the To field, enter 2/4/2007, and then click Set Dates. Information submitted for Obtain Information and Write is available in this view if you browse to the time frame for those tasks. 5. In the View Options pane, click Gantt. 6. In the Gantt Chart, click Scroll to Task. 7. Select the Obtain Information row check box, and then click Reject. 8. In the Confirmation dialog box, type This task is behind; did you finish on Thursday? and then click Reject. 9. In the Windows Internet Explorer window, on the File menu, click Close. 10. On the desktop, double-click the Forms Project Web Access shortcut. 11. On the Sign In page, in the User Name field, type Ciccu Alice 12. In the Password field, type Pa$$w0rd, and then click Sign In. 13. On the Quick Launch, under My Work, click My Tasks.

14. On the My Tasks page, in the Page list, click Page 3. 15. Under Training Handbook_Actual And Remaining Work, confirm that there is a red X next to Obtain Information. 16. Under Training Handbook_Actual And Remaining Work, click Obtain Information. 17. On the Assignment Details page, expand Transaction Comments and Task History. Notice the transactions that have been registered. 18. In the General Details section, under Task Progress, in the Completed work field, type 4d 19. Under Task Properties, in the Remaining Work field, type 0h and then click Recalculate. 20. Click Save to return to the My Tasks page. 21. On the My Tasks page, in the Page list, click Page 3. 22. Under Training Handbook_Actual And Remaining Work, select the check box for the Obtain Information row, and then click Submit Selected. 23. In the Submit Changes dialog box, type It is done and then click OK. 24. Confirm that the message that appears to the left of Recalculate displays the following: Your changes have been submitted. 25. In the Windows Internet Explorer window, on the File menu, click Close. 26. On the desktop, double-click Home-Project Web Access. 27. On the Office Project Web Access home page, under Approvals, click You have 3 task updates from resources pending your approval. 28. Select the Obtain Information row check box. 29. Select the Write row check box, and then click Preview. 30. In the Approval Preview window, click Scroll to Task. Notice that on this page you preview the results of the update in the project schedule. Also, the light gray bars represent the schedule before the update. The gray bars do not represent the baseline as found in Project 2007. After the update is approved, the gray bars become the new schedule. 31. In the View list, click Tasks Schedule, and then click Scroll to Task. The Previous Start and Previous Finish columns can be used to review the dates before the update. 32. On the Approval Preview page, click Close. 33. On the Task Updates page, click Accept. 34. In the Confirmation dialog box, type We are doing a good job here. Keep up the good work! and then click Accept.

 Publish task updates

1. On the Task Updates page, on the Go To menu, click Applied Requests and Errors. 2. On the Applied Task Update Requests And Errors page, notice the various columns. The Applied Task Update Requests And Errors page lists all transactions. Tip: If you delete a transaction, it cannot be recovered. 3. Click Publish. 4. In the Project Web Access Project Publish dialog box, in the Project list, click Training Handbook_Actual and Remaining Work, and then click Publish. 5. In the Microsoft Internet Explorer dialog box, confirm that the task updates were submitted for publishing, and then click OK. The Published column may not update instantly. Refresh the page by pressing F5. 6. On the Quick Launch, under Projects, click Project Center. 7. On the View list, click Training Type M10. 8. On the Project Center page, click Training Handbook_Actual and Remaining Work. 9. On the Project Details page, in the View list, click Tasks Schedule, and then click Scroll to Task. The task updates are now available for Project Web Access users who can view this project or tasks within the project. 10. On the Quick Launch, under My Work, click My Tasks. 11. On the My Tasks page, in the Page 1 list, click Page 2. 12. Under Training Handbook_Actual And Remaining Work, in the Write row, point to the symbol in the Indicator column. Confirm that it says Assignment Updated. When task progress reaches 100 percent, the task disappears from the list because the default filter is current tasks.

Import timesheet information to report task updates

1. On the My Tasks page, click Import Timesheet. 2. On the Import Timesheet page, in the Timesheet list, select a timesheet period. Even though only one timesheet period is listed, you can select any period where hours have been reported in a timesheet. 3. In the Preview pane, under Training Handbook_Percentage Progress, in the Management Activities row, notice that information in the Current Progress column and the Data from Timesheet column reported for the selected period appear here, and then click Import. 4. Confirm that under Training Handbook_Percentage Progress, the Management Activities row has been updated.

5. Click Save all.

Import task progress into timesheets

1. On the Quick Launch, under My Work, click My Timesheets. 2. In the Period column, for the Wk 5 2007 (1/28/2007 2/3/2007) row, click Click to Create. 3. On the My Timesheet page, notice that the Import Task Progress option is unavailable. 4. Select the Training Handbook_Percentage Progress, Management Activities row check box. 5. Point to the Import Task Progress button. By clicking this button, you could import reported task progress into the timesheet. Note: If you have reported progress on tasks but have not created a timesheet, the task progress will update the timesheet after it is created. 6. Click Cancel. Click OK to the window asking, Are you sure you want to navigate away from this page? 7. In the Windows Internet Explorer window, on the File menu, click Close.

Set up Office Project 2007 options for progress tracking

1. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the File menu, click Open, and double-click Retrieve the list of all projects from Project Server. 4. Double-click Training Handbook_Project Progress. 5. On the Project menu, click Project Information. 6. In the Project Information for Training Handbook_Project Progress dialog box, in the Status date field, enter 1/26/2007 and then click OK. 7. On the View menu, click Enterprise Tracking Gantt. 8. Press CTRL+SHIFT+F5.

Request project progress information from Office Project 2007

1. In the Enterprise Tracking Gantt view, drag Task ID 2 and Task ID 3. 2. On the Collaborate menu, click Request Progress Information. 3. In the Microsoft Office Project dialog box, click OK.

4. In the second Microsoft Office Project dialog box, click Yes. 5. In the Request Progress Information dialog box, click Edit message text to edit the message that will be sent in e-mail, and then click OK. 6. In the Request Progress Information dialog box, click OK to send a request to the resources. Point to one of the symbols in the Enterprise Tracking Gantt view in the Entry table, in the Indicators column. 7. Confirm that the message indicates that you have not yet received a response from the resource. 8. On the File menu, click Close. 9. In the Close dialog box, click OK. 10. On the File menu, click Exit. 11. On the desktop, double-click Forms-Project Web Access. 12. On the Sign In page, in the User Name field, type Ciccu Alice 13. In the Password field, type Pa$$w0rd and then click Sign In. 14. On the Home Project Web Access page, on the Quick Launch, under My Work, click My Tasks. 15. On the My Tasks page, in the Page list box, click Page 3. 16. Under Training Handbook_Project Progress, on the Obtain Information row, in the Indicators column, confirm that a question mark (?) is present. Point to the question mark to display the message The project manager has requested an update for this task. 17. Under Training Handbook_Project Progress, click Obtain Information. 18. On the Assignment Details: Obtain Information page, under Task Progress, in the Completed work field, type 7d 19. Under Task Properties, in the Start field, enter 1/15/2007 20. On the Assignment Details: Obtain Information page, click Recalculate. 21. On the Assignment Details: Obtain Information page, click Save to return to the My Tasks page. 22. On the My Tasks page, in the Page box, click Page 3. 23. Under Training Handbook_Project Progress, click the check box for the Obtain Information row, and then click Submit Selected. 24. In the Submit Changes dialog box, type This is my progress to date, and then click OK. 25. In the Windows Internet Explorer window, on the File menu, click Close.

 Update project progress information from Office Project Professional

1. On the desktop, double-click the Microsoft Office Project 2007 shortcut. 2. In the Login dialog box, ensure that the Enter User Credentials checkbox is cleared, and then click OK. 3. On the File menu, click Open and then double-click Training Handbook_Project Progress. Note: You may need to wait a few minutes before the updates will be available for viewing in Project 2007. If the project is listed as check-in in progress when you attempt to open it, close Office Project 2007 and wait a minute before reopening it. 4. In the Microsoft Office Project dialog box, confirm that you have updates from team members, and then click YES. In Project 2007, the Task Updates page from Office Project Web Access appears. 5. On the Task Updates page, click the check box on the Obtain Information row and then click Accept. 6. In the Confirmation dialog box, click Preview. 7. On the Approval Preview page, click the Indicators column for the Obtain Information row, and then click the Scroll to Task button. Click Close. 8. In the Confirmation dialog box, click Accept. 9. On the Task Updates page, to apply the updates to the plan, click the click here hyperlink. 10. In the Applying Updates dialog box, notice the number of seconds that you need to wait until the update is finished. After the updates are done, click Yes. 11. In the Microsoft Office Project dialog box, notice that a date that occurs before the start of the project appears in the message that indicates the start date of the Obtain Information task. This issue will be corrected in the following steps. Click OK. 12. On the Project menu, click Project Information. 13. In the Project Information for Training Handbook_Project Progress dialog box, in the Start date field, enter 1/15/2007 and then click OK. 14. For Task ID 3, in the Entry table, in the Act. Dur column, type 3 days, and in the Rem Dur column, type 5 days 15. Notice that this technique is useful to report information for local resources. For further information about tracking in Office Project 2007, refer to Course 5927: Microsoft Office Project 2007, Managing Projects. 16. On the File menu, click Publish. 17. In the Microsoft Office Project dialog box, click Yes. 18. On the Collaborate menu, click Update Project Progress. The Task Updates page indicates that there are no new updates. You would conduct these steps if you were looking for new pending updates.

19. On the View menu, click Enterprise Tracking Gantt to exit the Task Updates page. 20. On the File menu, click Close. 21. In the Close dialog box, click OK. 22. On the File menu, click Exit.

Import Office Project Web Access tasks into Office Outlook

1. Press RIGHT-ALT+DELETE. 2. In the Windows Security dialog box, click Log Off. 3. In the Log Off Windows dialog box, click Log Off. 4. At the Welcome to Windows screen prompt, press RIGHT-ALT+DELETE. 5. In the Log On to Windows dialog box, in the User name box, type Ralls Kim 6. In the Password box, type Pa$$w0rd and then click OK. 7. On the desktop, on the Quick Launch, click Microsoft Office Outlook. 8. On the Tools menu, click Options. 9. In the Options dialog box, click the Project Web Access tab. 10. In the Options dialog box, you can establish: Integrate with: To import Office Project Web Access tasks as Outlook Tasks or as appointments in the Outlook Calendar. Assignment Import Date Range: To specify the time frame for activities you want to see in Office Outlook. It can be the same as in Office Project Web Access, or it can be modified. Import from Project Web Access to Outlook: To import Office Project Web Access tasks into Office Outlook hourly, daily, weekly, or monthly, either manually or automatically. Assignment Update Update from Outlook to Project Web Access: To update the database from project. Updating can be manual or automatic for each set period of time. 11. Click Advanced Options. 12. In the Advanced Options dialog box, click Enter login information. 13. In the Enter login information dialog box, type http://enu-projserv/pwa and click Test Connection.

14. In the Project Web Access Outlook Add-In dialog box, click OK. 15. Ensure that the Use Windows user account option is selected, and click OK. 16. In the Advanced Options dialog box, note the following: Show availability for project assignment appointment as: Here you select how the availability in Outlook will be affected. By default, it will be marked as free. When importing from Project Web Access to Outlook: In these options, you can establish a standard reminder for all tasks imported from Office Project Web Access. 17. In the Advanced Options dialog box, click OK. 18. In the Options dialog box, click OK. 19. In Office Outlook, click Import New Assignments. An Office Project Server communication box appears, indicating that the communication between Office Outlook and Office Project Server is established. The Import Assignments from Project Web Access dialog box appears. 20. Confirm that in the Import Assignments from Project Web Access dialog box, all tasks to which Kim Ralls is assigned appear. 21. In the Import Assignments from Project Web Access dialog box, click OK. The imported tasks will appear in the tasks section of Personal Folders-Outlook Today.

Report task status with Outlook

1. In Personal Folders-Outlook Today, click the Staff meetings-2007-Corporate PMO Standard Activities task. Staff meetings-2007-Corporate PMO Standard Activities will open in an Outlook form. 2. In the Staff meetings-2007-Corporate PMO Standard Activities form, click in the menu list and change Health to Completed. Notice the caution that appears: Updates for this item have not yet been saved to Project Web Access. 3. In the Percent of work complete field, enter 100%. Depending on the tracking method used, the form will change. 4. Click the Timesheet tab, and notice that you can report timesheet time here as well. 5. Notice these buttons: Go to Web Timesheet: Open Office Project Web Access in My Timesheets. Save to Project Web Access: Commit the changes to Office Project Web Access immediately. Options: Same as Tools and Options. Go to Project Workspace: Open the Project Workspace. 6. In the lower portion, in the blank space, type Please review updates. This space is equivalent to notes.

7. Click Save & Close.

Synchronize Tasks with Outlook

1. In Office Outlook, on the Project Web Access toolbar, click Update Project Web Access. 2. In the Update Assignments to Project Web Access dialog box, confirm that the recently updated activity appears in the task list. Click OK. A box communicating to Office Project Server appears, possibly after a delay of a few minutes. 3. On the Tools menu, click Project Web Access, and then click the Project Web Access home page. 4. In Office Outlook, on the File menu, click Exit. 5. In Office Project Web Access, click My Tasks and confirm that the information updated in Office Outlook appears for the task Staff Meetings for Project -2007-Corporate PMO Standard Activities. 6. In Office Project Web Access, on the File menu, click Close.

Connect workspace items to Office Outlook

1. On the desktop, double-click the Home-Project Web Access shortcut. 2. On the Home Project Web Access page, under Project Workspaces, at the bottom, click the Next link to open the rest of the projects and click Training Handbook_Project Progress. 3. On the Training Handbook_Project Progress workspace page, on the Quick Launch, under Documents, click Project Documents. 4. On the Project Documents page, on the Actions menu, click Connect to Outlook. 5. In the Microsoft Office Outlook dialog box, click Yes. 6. Confirm that in Office Outlook, in the Mail Folders section, a SharePoint List folder and a Training Handbook_Project Progress-Project Documents subfolder appear. 7. In the Mail Folders section, open the folder Training Handbook_Project Progress-Project Documents. 8. In the Training Handbook_Project Progress-Project Documents folder, click the Initiation folder. The Project Charter document appears in the Right Reading Pane. 9. On the File menu, click Exit.

How to view the RSS feed

1. On the Training Handbook_Project Progress workspace page, on the Quick Launch, under Lists, click Issues.

2. On the Actions menu, click View RSS Feed. 3. On the RSS Feed page, click Subscribe to this RSS feed. In the Microsoft Office Outlook dialog box, click YES. 4. Confirm that in Office Outlook, in Mail Folders, inside Personal Folders, an RSS Feed Folder appears. 5. In the RSS Feed Folder, click the folder Training Handbook_Project Progress: Issues. In the right Reading pane, a list of issues appears. 6. On the File menu, click Exit. 7. Close the RSS Feed For Training Handbook_Project Progress: Issues page.

How to subscribe to Alert Me

1. On the Home Project Web Access page, under Project Workspaces, click Training Handbook_Project Progress. 2. On the Training Handbook_Project Progress page, on the Quick Launch, under Lists, click Risks. 3. On the Actions menu, click Alert Me. 4. On the Alert Me page, point out the default by using the setting descriptions on the left side of the page. 5. On the Alert Me page, click Cancel. 6. On the Project Web Access page, on the File menu, click Close.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin the lab, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd

Lab Scenario Litware is an international corporation, a leader in the research, design, and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You recently became the project manager for two new enterprise projects: The analysis and evaluation of the server acquisition project

 The server procurement project You are executing the plan of your project. So far you have spent time gathering information, and you are in the middle of doing a feasibility study. The project manager, Fred Northup, would like to know the progress of the project. What have the project resources accomplished? Does the forecast (and desired end date) still seem a reasonable date? After following some of the steps shown here, Fred can prioritize tasks and resources to resolve any schedule delays.

Exercise 1: Tracking Task Progress by Using Office Project 2007 In this exercise, you will track task progress with Project 2007 by requesting progress update information. Scenario Fred Northup needs to know the current status of his project. That information will be requested regarding the progress of the tasks named Information Gathering and Feasibility Study, to which Bart Duncan is assigned. The principal tasks for this exercise are as follows: As a project manager, request task progress information. Tasks Request task progress information. Supporting information Log in to Office Project Server 2007 as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Use Office Project 2007 to establish the status date,January 19, 2007. Use the Collaborate options to change the tracking method to Hours Of Work Done Per Period. The request for information should go to the tasks Information Gathering and Feasibility Study. Use the Collaborate menu to send the request.

Exercise 2: Tracking Task Progress by Using Office Project Web Access In this exercise, you will report on projects with delays that are caused by project resources being diverted from project efforts. Scenario Bart Duncan needs to report his task progress to Fred Northup for his review and approval.

The principal tasks for this exercise are as follows: As a team member, report the progress of the tasks to which you are assigned. As a project manager, review the impact on the project of the track progress updates and approve what was sent by team members. As a project manager, publish task updates. Tasks 1. Report team member performance on tasks. Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). Open the Lab10_Ex2 worksheet. You will need to use this information to complete the work assignment that you have been given. Log in to Office Project Web Access as team member Bart Duncan. User name: Duncan Bart Password: Pa$$w0rd Import the timesheets for the weeks of: 1/7/20071/13/2007 1/14/20071/20/2007 The feasibility study of the Analysis_Progress Track project is forecast to finish on January 23, 2007, which is the equivalent of 16 hours of remaining work. The Feasibility Study task has been delayed two days: One day because of a delay of the previous task, Information Gathering One day because of inaccurate information The Information Gathering task finished on January 15, 2007, because on January 12, 2007, Bart Duncan attended to administrative work. Submit task progress and forecast to the project manager for approval. Log in to Office Project Web Access as the project manager, Fred Northup. Review the Approvals reminder. Verify the progress reported for the period 1/7/2007 to 1/27/2007. Preview the impact of the reported progress and forecast on the final delivery task. Approve changes, and request a recovery plan. Use Office Project Web Access to publish the accepted update for the Feasibility Study task for the Analysis_Progress Track project to make it available to the stakeholders.

2. Review impact and approve what was sent by team members. 3. Publish task updates.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENU-PROJSERV virtual machine is running and logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 11: Monitoring and Controlling ProjectsMeasuring Performance and Reporting Progress
Submitting an unrequested status report as a team member
1. On the desktop, double-click Forms-Project Web Access. 2. On the Sign In page, in the User Name field, type Ciccu Alice. In the Password field, type Pa$$w0rd, and then click Sign In. 3. On the Quick Launch, under Resources, click Status Reports. 4. Click Submit Unrequested Report. This will take you to the Unrequested Status Report page. 5. In the Title field, type Last Weeks Progress 6. Under Available Resources, click Masters Steve, hold CTRL, click Ahs David, hold CTRL, click Bento Paula, hold CTRL, click Ralls Kim, and then click Add. 7. In the From field, enter last Mondays date. 8. In the To field, enter last Fridays date. 9. Click Click to add section. 10. In the Microsoft Office Project Web Access dialog box, type Progress and then click OK. The Unrequested Status Report page will be updated with the new section. 11. In the Progress field, type Our team made up of David Ahs, Paula Bento, and Kim Ralls did an outstanding job last week. We performed beyond expectations and we were able to deliver our key project deliverable early. 12. At the bottom of the Unrequested Status Report page, click Send. In the Microsoft Internet Explorer dialog box, click OK. 13. In the Microsoft Internet Explorer window, on the File menu, click Close. 14. On the desktop, double-click Home-Project Web Access. 15. On the Quick Launch, under Resources, click Status Reports. 16. On the Status Reports page, under Responses, in the Title column, click Last Weeks Progress. Note: You may need to wait a few minutes (time will vary) before the status report will appear because of Office Project Server 2007 processing time. 17. In the Microsoft Internet Explorer window, click Back. 18. In the Microsoft Internet Explorer window, on the File menu, click Close.

 Configure the display of projects

1. On the desktop, double-click the Home Project Web Access shortcut. 2. On the Quick Launch, under Projects, click Project Center. 3. On the Project Center page, in the View list, click Summary. 4. On the Settings menu, click Group. 5. In the Group pane, in the Group by list, click Owner. 6. On the Settings menu, click Filter. The Filter pane opens. 7. In the Filter list, click Custom Filter. 8. In the Define Custom Filter dialog box, in the Field Name list, click Owner. 9. In the Test list, click equals. 10. In the Value field, type Ralls Kim. 11. In the Add/Or list, click Or. 12. In the Define Custom Filter dialog box, in the blank Field Name list, click Owner. 13. In the blank Test list, click equals. 14. In the blank Value field, type Rowe Todd 15. In the blank And/Or list, click And. 16. In the Define Custom Filter dialog box, in the blank Field Name list, click Project Type. 17. In the blank Test list, click equals. 18. In the blank Value field, type Project. 19. Leave the And/Or field blank, and then click Validate Filters. 20. In the Microsoft Internet Explorer dialog box, confirm that The syntax for this custom filter is valid is displayed, and then click OK. 21. At the bottom of the Define Custom Filter dialog box, click OK. Confirm that in the Filter list box, Custom filter appears. This indicates that a custom filter is being used. 22. On the Project Center page, in the Settings menu, click View Options. 23. In the View Options pane, in the Show list, click Outline Level 0. 24. Leave this page open for the next part of the demonstration.

 Configure the display of activities

1. On the Project Center page, in the Summary view, in the View Details pane, in the Show list, click All Outline Levels. 2. On the Settings menu, click Filter. 3. In the Filter list, click Custom Filter. The Define Custom Filter dialog box appears with the filter settings from the preceding part of the practice. 4. In the Project Type row, in the Test list, click does not equal, and then click OK. 5. In the Filter pane, click the Custom Filter button. This allows you to change the existing filter. 6. In the Define Custom Filter dialog box, in the And/Or field, click And. 7. In the Define Custom Filter dialog box, in the blank Field Name, click GOV Project Class. 8. In the blank Test list, click equals. 9. In the blank Value field, type Major Project 10. Leave the And/Or field blank, and then click Validate Filters. In the Microsoft Internet Explorer dialog box, confirm that The syntax for this custom filter is valid is displayed, and then click OK. 11. On the Settings menu, click View Options. 12. In the View Options pane, in the Show list, click Outline Level 0. 13. In the Microsoft Internet Explorer window, on the File menu, click Close.

Modify and edit PivotTables and graphs

1. On the desktop, double-click the Home Project Web Access shortcut. 2. On the Quick Launch, under Reporting, click Project Report Center. 3. In the View list, click (Exec) Baseline Cost vs Cost. 4. On the PivotTable, drag Assignment Owner off the PivotTable report until the mouse pointer has a red X next to it. This will remove this field from the PivotTable view, and the PivotTable view will display Drop Filter Fields Here in its place. 5. Drag Program Project off the PivotTable report until the mouse pointer has a red X next to it. 6. Drag Projects off the PivotTable report until the mouse pointer has a red X next to it. 7. Drag Baseline Cost off the PivotTable report until the mouse pointer has a red X next to it.

8. Drag Cost off the PivotTable report until the mouse pointer has a red X next to it. This will leave an empty PivotTable report. 9. Scroll down to the PivotChart view, and click the Commands and Options button. 10. In the Commands and Options dialog box, click the Type tab. 11. On the Type tab, in the chart list, click Pie, then click the first pie chart example on the right, and then click the X to close the dialog box. 12. On the empty PivotChart report, click Field List. 13. In the Chart Field List dialog box, click the plus sign (+) next to Totals to expand the information. 14. In the Chart Field List dialog box, under Totals, drag Work to the Drop Data Fields Here section of the PivotChart report. 15. In the Chart Field List dialog box, drag Resource List to the Drop Category Fields Here section of the PivotChart report. 16. In the Chart Field List dialog box, click the X to close it. 17. On the PivotChart report, in the Resource List, click the arrow, and then clear the All check box. 18. Select the check boxes for Ahs David, Bento Paula, and Ciccu Alice, and then click OK. 19. Review the results in the PivotTable and PivotChart reports. 20. In the Microsoft Internet Explorer window, on the File menu, click Close. 21. Press RIGHT-ALT+DELETE. 22. In the Windows Security dialog box, click Log Off. 23. In the Log Off Windows dialog box, click Log Off.

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd

Lab Scenario

Litware is an international corporation, a leader in research, design, and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You recently became the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project. The Server Procurement project. As the project manager, you completed your project management plans and are now interested in tracking performance against that work. At the same time, you recognize that nothing ever goes exactly according to plan, so you know that there will be challenges, problems, and opportunities. The only question is: where will they present themselves, and how do we discover them?

Exercise 1: Preparing a Status Report In this exercise, you will prepare a status report. Scenario Litware will want to know the past and current performance of the projects and resources it pays for. The status report is a great way for the project manager to get information from resources that goes beyond numbers like cost and time. Status reports give team members a chance to speak directly about the results that they are getting with their part of the project. The principal tasks for this exercise are as follows: Request a status report. Submit a status report. Review and merge status reports. Submit an unrequested status report. Review an unrequested status report. Tasks 1. Request a status report. Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO) Open the Lab11_Ex1 worksheet. You will need to use the information in this worksheet to complete the work assignment that you have been given. Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Create a weekly status report due every Monday. The title of this status report is Status Report for Fred Northup. The status date is todays date. The report needs to be updated by Bart Duncan, Terry Earls, and Jon Morris. The report should include these sections: Major Accomplishments, Objectives for the Next Period, Hot Issues, and Other Comments. Open Office Project Web Access as the team member Bart Duncan: User name: Duncan Bart

2. Submit a status report.

3. Review and merge status reports.

4. Submit an unrequested status report.

5. Review an unrequested status report.

Password: Pa$$w0rd Locate the status report for Fred Northup. Reply to the specific status report corresponding to todays week. Major accomplishments: Information gathering task complete. Objectives: Complete feasibility study and business case tasks. Hot issues: Recover delays to guarantee server procurement on time. Other comments: Overtime authorization needed. Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Locate the status report for Fred Northup. Read Bart Duncans response. Read the existing Report for Project 5928A_ML12a, which contains Bart Duncans and Jon Morriss responses together. Open Office Project Web Access as the team member Terry Earls: User name: Earls Terry Password: Pa$$w0rd Create an unrequested status report. The report should be titled Sick Time Report. The report is for 5 Sep 2007. The report should be sent to Fred Northup. Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Locate the sick time report. Read the report.

Exercise 2: Analyzing Project Progress in Project Center Views In this exercise, you will analyze project progress in Project Center views. This exercise will require you to review information presented, modify it as indicated, and forecast future needs. Scenario Sometimes summary information can say a lot about the health of a project. The Project Center can be used to give visual representation to the performance of the project portfolio. The principal task for this exercise is to review and analyze project progress in Project Center. Tasks Review and analyze project progress in Project Center. Supporting information Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Review and analyze the progress of project Analysis_Performance in Project Center. Select and review the following Project views: Training Type M11, Earned Value, and Tracking. Open project details for project Analysis_Performance. Select and review the Task views PM Tracking and (Exec) Budget Schedule Tracking. Hint: Click on a column header to sort on that column.

Exercise 3: Analyzing Project Progress in the Project Report Center In this exercise, you will determine the causes of project variance on individual tasks or resource assignments. In addition, you will apply the filtering feature to display only the data you wish to see. Scenario The Project Report Center can be very useful when trying to understand project performance at a detailed level. Litware wants to do an analysis on some of the finance projects it is performing to report progress to stockholders and to perform an ongoing governance function. The principal task for this exercise is to review and analyze project progress in Project Report Center. Tasks Review and analyze project progress in Project Report Center. Supporting information Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Using view (Exec) Project Summary Work and Cost, identify the cost and work variance for project Analysis_Performance. Using view (Exec) Project Summary Work and Cost, identify the cost variance for the Product Expansion Program. Using view (Exec) Project Summary Work and Cost, identify the work variance for the Satellite Radio Product Program. With the view (PM) Project Budget vs Cost, identify Gov Programs with Costs Overruns.

Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and logged on by using the following: User name: Northup Fred Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.

Module 12: Closing Projects

Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd

Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You recently became the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: As the project manager, you completed your project management plans and have now successfully executed both of these projects. Current Assignment: The PMO was very impressed with your work. You have now been asked to create enterprise project templates from your projects and save them to the Office Project Server 2007. These new enterprise templates will then be used by the PMO as the basis for creating future enterprise projects in much less time.

Exercise 1: Creating and Saving an Enterprise Template In this exercise, you will create and save an enterprise template that serves as a basis for future projects of the organization. Scenario As the project manager, you now need to create enterprise project templates from your completed projects for the PMO. You will begin by opening the Analysis and Evaluation of the Server Acquisition project and then re-saving it as an enterprise template back to Office Project Server 2007. After you have created the new enterprise template, it is important to test that it works and that it only contains the necessary information. The principal tasks for this exercise are as follows: Create and save an enterprise template. Review and test an enterprise template.

Tasks 1. Create and save an enterprise template.

2. Review and test an enterprise template.

Supporting information Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd From the Project Center, open the Analysis_Template project in Microsoft Office Project 2007. In Office Project 2007, in the resource sheet, delete all resources. In the File menu, click Save As, and save the project to the server as a template named Analysis and Evaluation of HW. Close Office Project 2007. Open Office Project 2007 and connect to Office Project Server 2007 as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd On the File menu, click New. From the New Project pane, click On computer. In the Templates dialog box, select the new enterprise template you created. Review the contents of the Analysis and Evaluation of HW enterprise template; confirm that only the necessary information has been retained. Close Office Project 2007. Close Office Project Web Access. Close Microsoft Office Excel 2007.

Lab Shutdown After completing the lab, leave the virtual machine running.