1. Parallon Business Solutions Microsoft Project Server 2010 Deployment Project Server 2010 Project Member Introduction Training

2. Course Outline Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA)

3. Module 1 Module 1Introduction to the Training Topic 1.1–Logistics - Class Goals & Guidelines Topic 1.2–Project Server Concepts Topic 1.3-Project Member Role Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA)

4. Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 - Project Server Concepts Topic 1.3 - Project Manager Role Class Goals and Guidelines

5. Class Logistics Class Goals Minimize time impact upon employees Cover all material within the allotted time Provide sound Project Management related training that will aid with the integration of Project Server within the organization’s infrastructure Have fun! Class Guidelines Facilitator will provide hands-on training Rules of the road -Please be on time for training -A break each hour for 10 minutes (timely return requested) -Turn off (or make silent), cell phones and pagers during class time -For the sake of time, we will add all detailed questions to the “Parking Lot” to be addressed at a later time -Please do not use the system outside of the training plan NOTE:The screen images used in this course have been captured from a Windows 7 environment. Be sure to allow for differences in Menu/Dialog Box Selections when using other Operation System versions (e.g. Windows XP, Vista, etc…).

6. Project Server Concepts Topic 1.1 - Logistics - Class Goals & Guidelines Topic 1.2 - Project Server Concepts Topic 1.3 - Project Member Role

7. System Overview

8. Security Access Model

9. High-Level Project Lifecycle

10. Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 - Project Server Concepts Topic 1.3 - Project Member Role Project Member Role

11. Project Server 2010 ‘Project Members’ Security Group Member Inherits sufficient security rights to use Project Manager Role features Inherits sufficient security rights to use Team Member Role features Can Access Project Server 2010 via Project Web App (PWA) and Project Professional 2010 Can manage assigned Projects, tracking the Project Schedule progress through the Project Lifecycle Can update Task information via the My Work area of PWA Receives and approves Task Updates from Team Members via the PWA Approval Center features Note:Unless you have been added to the Project Members Security Group within Project Server 2010, you will not have the appropriate security rights to perform the Project Member role, including being able to open and work within Project Professional 2010.

12. Module 2 Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Topic 2.1–Connect via Project Web App (PWA) Topic 2.2–The PWA Home Page Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA)

13. Intro to Project Web App (PWA) Topic 2.1 – Connect via Project Web Access (PWA) Topic 2.2 – The PWA Home Page

14. Connect via PWA 1.Via Internet Explorer, enter the following URL: http://psp.app.medcity.net/pwa The Project Web App Home Page should display. http://psp.app.medcity.net/pwa

15. Connect via PWA 2.From the Quick Launch Bar, select Resources (Section)  Resource Center. Note:If a message displays requesting activation of additional components to enable the page to render, click on the ‘here’ link. Respond positively to any prompts.

16. Connect via PWA 3.Confirm the display of ‘Resource Center’ “Grid”. Note:To use the ‘Open’ Ribbon option above, the instructions in this training material use the format “From the Ribbon, click on Resources (Tab)  Editing  (Section)  Open (Icon)”.

17. Intro to Project Web App (PWA) Topic 2.1 – Connect via Project Web App (PWA) Topic 2.2 – The PWA Home Page

18. The PWA Home Page

19. The ‘Content Area’

20. The ‘Quick Launch Bar’ Note:The actual options that are displayed within the various area of Project Web App (PWA) will vary depending on which role you play.

21. Module 3 Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Topic 3.1–Create a New Project in Project Center Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA)

22. Working with Projects (PWA) Topic 3.1 –Create a New Project in Project Center

23. Create a New Project 1.Access the PWA Home Page at: http://psp.app.medcity.net/pwahttp://psp.app.medcity.net/pwa 2.From the Quick Launch Bar, click on Projects (Section)  Project Center. 3.Take note of the ‘Project Center’ list of Projects. Note:The list of Projects may vary depending on your security access rights and what other activities have occurred prior to work through this exercise. We will select our Training Project and then drill down into the Project Detail area.

24. Create a New Project We will work through the process of creating a new Project by using the features that are available in the Project Center, when selecting the Ribbon option, ‘New’. Note that each Project Member will see the Projects to which he or she has security access rights, as defined by the Project Server Administrator. The Project Types that are displayed in this example are what have been configured for the initial deployment of Project Server 2010 at Parallon Business Solutions, Project Services. The actual options available may vary depending on what configuration changes have occurred (since the initial configuration), to match the organization’s evolving Project Management Process needs.

25. Create a New Project 4.From the Ribbon, click on Projects (Tab)  Project (Section)  New (Icon). Note the available options, as follows: In Project Professional From SharePoint List IT Systems Project DA & Analytics Capabilities RTB Care:Although the ‘In Project Professional’ and ‘From SharePoint List’ options are available for Project creation, we will be concentrating on using the Project Services specific Project types.

26. Create a New Project 5.From the Ribbon, click on Projects (Tab)  Project (Section)  New (Icon)  IT Systems Project (Option). Care:The New Project creation process is similar for each Project Type. Therefore, we will be using the ‘IT Systems Project’ Project Type as the example “New Project” in this exercise. Note:The next steps show the starting point for an “IT Systems Project”, which we will use as an example of a typical New Project Schedule managed within the PWA environment (not using Project Professional 2010).

27. Create a New Project 6.At the ‘IT Sys Project Info’ page, complete the following mandatory values: Project ID12345(Random number) Project NameProject Server Training – FL(Where “FL” = First/Last Initial) Start DateToday OwnerLeave default

28. Create a New Project Tip: During the Training, the “Project ID” can be entered as a random number. After rollout, until an automated mechanism is deployed, this may need to be updated by management. Also, use the following format for the “Project Name” field: Project Server Training – FL (Where “FL” = Firstname/Lastname Initial) Care: For training purposes, the mandatory fields are primarily default fields. They will likely change slightly prior to rollout.

29. Create a New Project The Project Information fields that have been defined for this form are designed to provide management with the data needed to support the Portfolio Analysis and decision making processes. As such there are a large number of values. In general, these fields will be completed by the Management Team (CLT’s and/or SBA’s). Aside from the minimal number of fields that are defined as mandatory, the remaining optional fields will not need to be completed before a Project is able to be saved. Therefore, for non-Project Portfolio Analysis related Projects, minimal data is required to enable a New Project to be saved. It is important to also note that the data values requested in the ‘DA & Analytics Capabilities’ and ‘RTB’ Project Types will differ from the example ‘IT System Project’ Project Type that we are creating during the training exercise.

30. Create a New Project 7.Scroll down and note the various additional fields. Tip:Although illegible in the above image, this has been included to provide an indication on the possible number of values that may be gathered during the Project creation process.

31. Create a New Project Note:When completing fields in the “Project Information” page, upon selecting various field types, note that additional options can be presented via the Ribbon to formatting purposes. Care:Make sure that the ‘Project’ Tab of the Ribbon is selected for the next step to work. 8.After perusing the fields, in the Ribbon, click on Project (Tab)  Project (Section)  Save (Icon). 9.Upon clicking on ‘Save’ (Icon), note the Processing… status messages.

32. Create a New Project Note:Once the Project Information values have been saved, the “Project Information” page continues to display, but the ‘Project’ Tab of the Ribbon will redisplay with additional options. 10.Take note of the additional options that become available in the Ribbon. In particular, note the ‘Page’ Section with the ‘Previous’ and ‘Next’ options. Care:Make sure that the ‘Project’ Tab of the Ribbon is selected for the next step to work. 11.To navigate to the ‘Schedule’, from the Ribbon click on Project (Tab)  ‘Page’ (Section)  Next (Icon).

33. Create a New Project Tip:It is also possible to navigate to the ‘Schedule’ page by selecting the ‘Schedule’ option from near the top left of the Quick Launch Bar. Care:When first navigating to the ‘Schedule’ page from the “Project Information” page, it is common for an automatic Save to be triggered. If so, take note of the Save process messages. 12.Confirm that the Project ‘Schedule’ page displays.

34. Create a New Project 13.On the Project ‘Schedule’ page create one or more Tasks. Complete a minimum of: -Task Name(Try to limit special character use) -Start(Date) -Finish(Date ) Confirm the Tasks display. Care:If you have a set of Tasks in an Excel Spreadsheet, provided the columns line up with those in the ‘Schedule’ View, you can copy and paste the Tasks into the cells on the ‘Schedule’ page.

35. Create a New Project 14.To see Task interactions, click on Schedule Tools (Tab)  Task (Sub- Tab)  Project (Section)  Calculate (Icon). 15.Take note of the updated Task status. Tip:There are many features that are available for manipulating Tasks, which have not been covered in this Module. Separate reference training Modules are available that cover such additional features. But feel free to try working out various additional options as time permits.

36. Create a New Project 16.After adding one or more Tasks to the ‘Schedule’ page, from the Ribbon, optionally click on Schedule Tools (Tab)  Task (Sub-Tab)  Project (Section)  Save (Icon). Tip:You can optionally Save the Project at any time you are completing the various data values or selection options during the Project creation process. The Project can also be saved while in the Project (Tab)  Project (Section) of the Ribbon using the ‘Save’ option (Icon) that is available there.

37. Create a New Project 17.During the Save Process, be aware of the progress messages. Care:The actual number of progress messages and the content of those messages may vary. If you don’t perform a Save at this stage, at the next step, you may be prompted about leaving the page, to give you the option of remaining on the page and performing a Save. Note:Now that we have a Project that includes Project Information and one or more Tasks, we need to build up a Project Team to work on those Tasks. The ‘Build Team’ process is accessed from the ‘Project’ Tab of the Ribbon. Care:Make sure that the ‘Project’ Tab of the Ribbon is selected for the next step to work.

38. Create a New Project 18.If not already there, make sure that, from the Ribbon, you click on the Project (Tab). 19.From the Ribbon, click on Projects (Tab)  Navigate (Section)  Build Team (Icon). Care:If you have not saved your Project after making changes to your Tasks, you will be prompted with a ‘Windows Internet Explorer’ message box providing you with the following two options: Leave this page Stay on this page If you wish to save the last changes you made to your Tasks, be sure to select the “Stay on this page” option and then use the [Save] option in the Ribbon to save your Project. If you don’t want to save your last Task changes, then select the “Leave this page” option.

39. Create a New Project 20.Confirm that the ‘Build Team’ page is displayed. Note:Note that the right side ‘of the page is empty. We will select Team Members from the left ‘Enterprise Resource Pool’ and add them to the right ‘Project Team’ list using the buttons between the lists.

40. Create a New Project 21.Select some Resources (checkboxes), including yourself, and use the [Add>] button to move them to the right side list. Note:There are options in the Ribbon to check Resource Assignments and Resource Availability. These options are covered in detail in the “Resource Center” training Module.

41. Create a New Project 22.From the Ribbon, click on Team (Tab)  Team (Section)  Save & Close (Icon). 23.Note the progress message, if displayed.

42. Create a New Project 24.Confirm that the ‘Schedule’ page is redisplayed. Note:Now that we have added members to our “Project Team”, we can assign one or more of those Resources to the Task(s) we created earlier.

43. Create a New Project 25.On the ‘Schedule’ page that is currently displayed, ensure the ‘Resource Names’ column is visible. 26.On the ‘Schedule’ page click on the ‘Resource Names’ cell for each Task and select one or more Resources.

44. Create a New Project 27.On the ‘Schedule’ page that is currently displayed, ensure the ‘Resource Names’ column displays the selected Resources. Care:Be aware that once Resources are assigned to Tasks, Project Server 2010 will recalculate ‘Work’ values, based on the number of Resources assigned to the Tasks. There are many techniques for controlling such forced changes that are not covered in this Module. Rather than battle the tool, try changing the ‘Mode’ value to “Manually Schedule”. Tip:After saving the “Project Team” via the ‘Build Team’ process and then assigning Resources to Tasks, it is good practice to once again save the Project Schedule.

45. Create a New Project 28.After the ‘Build Team’ save is complete and Resources have been assigned to Tasks, from the Ribbon, optionally click on Schedule Tools  Task (Tab)  Project (Section)  Save (Icon). Tip:You can optionally Save the Project at any time you are completing the various data values or selection options during the Project creation process. The Project can also be saved while in the Project (Tab)  Project (Section) of the Ribbon using the ‘Save’ option (Icon) that is available there. 29.Upon clicking on ‘Save’, note the Processed… status message.

46. Create a New Project 30.Note the greyed out buttons in the Ribbon during processing. 31.Look for the ‘Save completed successfully.’ Message. Note:The ‘Strategic Impact’ values are usually completed by the Core Lead Team (CLT) members and/or Strategic Business Analysts (SBA’s). But during training, feel free to complete the ‘Strategic Impact’ form if you wish. Care:Make sure that the ‘Project’ Tab of the Ribbon is selected for the next step to work.

47. Create a New Project 32.Note the greyed out buttons in the Ribbon during processing. Tip:It is also possible to navigate to the ‘Strategic Impact’ page by selecting the ‘Strategic Impact’ option from near the top left of the Quick Launch Bar. Note:When first navigating to the ‘Strategic Impact’ page from the ‘Schedule’ page, an automatic Save may be triggered. If so, take note of the Save process messages. 33.Confirm that the ‘Strategic Impact’ page is displayed.

48. Create a New Project Note:The ‘Strategic Impact’ values are usually completed by the Core Lead Team (CLT) members and/or Strategic Business Analysts (SBA’s). Tip:If a page does not display by default, you can always use the options near the top left of the Quick Launch Bar to select a specific page in the Project (e.g. ‘IT Sys Project Info’, ‘Schedule’ or ‘Strategic Impact’). 34.Select values in the ‘Strategic Impact’ page.

49. Create a New Project Tip:Although difficult to read, the above image has been included to provide an indication on the possible options that may be selected while perusing the ‘Strategic Impact’ form during the Project creation process. 35.After perusing or selecting the ‘Strategic Impact’ options, from the Ribbon, optionally click on Project (Tab)  Project (Section)  Save (Icon). Tip:You can optionally Save the Project at any time you are updating the various data values or selection options during the Project creation process.

50. Create a New Project Tip:Although difficult to read, the above image has been included to provide an indication on the possible options that may be selected while perusing the ‘Strategic Impact’ form during the Project creation process. 36.During the Save Process, be aware of the progress messages. 37.After the optional Save, from the Ribbon, click on Project (Tab)  Page (Section)  Previous (Icon). Tip:You can optionally select the ‘Schedule’ option from near the top left of the Quick Launch Bar to navigate to the ‘Schedule’ page.

51. Create a New Project Note:Now that the Project Schedule has been built out and has been once again saved, we can “Publish” and “Close” out of the New Project. The “Publish” process may be delayed until a later date, where a Project is being planned but does not need to be visible to anyone else but the “Project Owner” (Project Leader). Care:During training, we will immediately “Publish” the Project to make it publically available for everyone else to see and access. Typically, it may be that the “Publish” process is delayed. 38.After Saving your Project, from the Ribbon click on Schedule Tools  Task (Tab)  Project (Section)  Publish (Icon).

52. Create a New Project 39.During the Publish Process, be aware of the progress messages. Care:Make sure that the ‘Project’ Tab of the Ribbon is selected for the next step to work. 40.After Publishing your Project, from the Ribbon click on Project (Tab)  Project (Section)  Close (Icon).

53. Create a New Project 41.At the ‘Close’ dialog box, click on [Yes]. 42.At the redisplayed Project Center, confirm that the new Project is listed.

54. Create a New Project Note:Now that the Project has been created, we can take a look at the SharePoint based Project Site that was generated to support the New Project at the time the Project was first saved. 43.Select the Project without opening it by selecting first (grey) column. Then, from the Ribbon, click on Projects (Tab)  Navigate (Section)  Project Site (Icon).

55. Create a New Project 44.Confirm that the ‘Project Site’ for your Project is displayed in a separate Window. 45.To close out of the ‘Project Site’, close the Browser Window. Note:Even if the Project Site is not used for collaboration purposes, the Issues and Risks features are supported by the Project Sites. Therefore, it is likely you will at some time need to access the Project Site for a Project, if you ever need to use Issue or Risk tracking.

56. Module 4 Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Topic 4.1–View Resource Information Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA)

57. Resource Center (PWA) Topic 4.1 –View Resource Information

58. View Resource Information 1.Access the PWA Home Page at: http://psp.app.medcity.net/pwahttp://psp.app.medcity.net/pwa 2.From the Quick Launch Bar, click on Resources (Section)  Resource Center.

59. View Resource Information 3.Take note of the ‘Resource Center’ list of Resources.

60. View Resource Information 4.Be aware that the Ribbon options in the ‘Editing’ Section may be available when Resources are selected, but will not be usable. Note:The ‘Show/Hide’ section of the Ribbon includes two options that activate the display of addition information in the Content Grid. We will take a look at those two options. 5.From the Ribbon, click on Resources (Tab)  Show/Hide (Section)  Select Resources (Checkbox).

61. View Resource Information 6.Note the list of selected Resources. 7.From the Ribbon, click on Resources (Tab)  Show/Hide (Section)  Time and Date (Checkbox).

62. View Resource Information 8.Note the time appended to the Date in the Date columns. Note:From the Ribbon, the ‘Resource Assignments’ and ‘Resource Availability’ options located in the ‘Navigate’ Section have been detailed in the following two Modules. The only other items we will examine in the ‘Resource Center’ area are the Views that are available for selection from the Ribbon.

63. View Resource Information 9.From the Ribbon, click on Task (Tab)  Data (Section)  View: (Dropdown List) and take note of the following View selections: -All Resources -Cost Resources -Material Resources -Resources by Team -Work Resources Note:The list of available Views may vary, as the Project Server Administrator defines new ‘Views’.

64. View Resource Information 10.From the Ribbon, click on Resources (Tab)  Data (Section)  View: (Dropdown List)  Work Resources (Option). 11.Take note of the different layout that has been defined for the ‘Work Resources’ View. Note:The other features found in the ‘Resource Center’ area have been described in other Modules throughout this training exercise workbook.

65. Module 5 Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Topic 5.1–Manage Personal Settings Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA)

66. Personal Settings (PWA) Topic 5.1 – Managing Personal Settings

67. Managing Personal Settings 1.Access the PWA Home Page at: http://psp.app.medcity.net/pwahttp://psp.app.medcity.net/pwa 2.From the Quick Launch Bar, click on Settings (Section)  Personal Settings.

68. Managing Personal Settings 3.Take note of the ‘Personal Settings’ area. 4.Click on the linked ‘Manage My Alerts and Reminders’ option in the center Content Area.

69. Managing Personal Settings 5.Take note in the top section of the ‘Manage My Alerts and Reminders’ page, the Task Alert settings.

70. Managing Personal Settings 6.Take note in the lower section of the ‘Manage My Alerts and Reminders’ page, the ‘Status Reports’, ‘Queue Job Failures’ and ‘Language Setting’ Section settings. Then click on [Save] or [Cancel].

71. Managing Personal Settings 7.Confirm that you are returned to the ‘Personal Settings’ area. Note:Be aware that, although you can switch off the receipt of email Alerts and Reminders from Project Server 2010, other Project Leaders have the ability to override some of your settings. 8.Click on the linked ‘Manage My Resource’s Alerts and Reminders’ option in the center Content Area.

72. Managing Personal Settings 9.Take note in the top section of the ‘Manage My Resources Alerts and Reminders’ page, the Task Alert settings.

73. Managing Personal Settings 10.Take note in the lower section of the ‘Manage My Resource’s Alerts and Reminders’ page, the ‘Status Reports’, and ‘Language Setting’ Section settings. Then click on [Save] or [Cancel].

74. Managing Personal Settings 11.Confirm that you are returned to the ‘Personal Settings’ area. 12.Click on the linked ‘My Queued Jobs’ option in the center Content Area.

75. Managing Personal Settings 13.Take note in the Project Server Queue monitoring area, by default only ‘In Progress and Failed Jobs’ are displayed.

76. Managing Personal Settings 14.From the ‘View:’ dropdown list, click on the ‘All Jobs’ option. 15.Confirm that in the Project Server Queue monitoring area, Project Server Queue jobs are displayed.

77. Module 6 Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Topic 6.1–Updating Tasks Module 7Approvals Center Task Updates (PWA)

78. Processing Tasks (PWA) Topic 6.1–Updating Tasks

79. Updating Tasks 1.Access the PWA Home Page at: http://psp.app.medcity.net/pwahttp://psp.app.medcity.net/pwa 2.From the Quick Launch Bar, select My Work (Section)  Timesheet.

80. Updating Tasks 3.Confirm that the ‘Tasks’ page displays.

81. Updating Tasks Note:The Project Tasks entries that display on the ‘Tasks’ page will vary depending on what has been assigned to you by each of the Project Leaders who manage the Projects to which you have been assigned. Tip:For Tasks that are completed on schedule, the fastest means of updating those Tasks is using the ‘Mark Complete’ option (Icon), from the ‘Tasks’ Section of the Ribbon. 4.From the ‘Tasks’ page Content Area, select one or more Tasks to be updated.

82. Updating Tasks 5.From the Ribbon click on Tasks (Tab)  Tasks (Section)  Mark Complete option (Icon). 6.Check the ‘Process Status’ column for ‘Save Needed’ to confirm that the selected Tasks are awaiting processing. Note:The selected Tasks can be submitted for approval immediately or saved and submitted later.

83. Updating Tasks 7.From the Ribbon, click on Tasks (Tab)  Submit (Section)  Send Status option (Icon)  All Tasks option. 8.If prompted by the Comments dialog box, enter an optional comment. Tip:As the Tasks being sent for approval are still selected, the ‘Selected Tasks’ and the ‘All Tasks’ option will do the same thing and submit the Tasks for approval to the Project Leader. If you always select the ‘All Tasks; option, any Tasks with changes will be submitted, whether they have been selected or not (previously saved but not selected).

84. Updating Tasks 9.Check the ‘Process Status’ column for ‘Awaiting Approval’ to confirm that the selected Tasks have been submitted for approval. Tip:Rather than using the ‘Mark Complete’ option from the Ribbon to process Tasks that have been completed on time, completing only the ‘% Complete’ column with “%100” for a Task will also identify the Task as being completed on time. Note:The other option available via the ‘Send Status’ Icon is the ‘Selected Tasks’ option. In order to use that option, you will need to select the checkbox that precedes any of the Tasks that you wish to submit. That option is typically used whenever you wish to submit specific Tasks for update and Save others for a later time. The ‘Save’ option allows you to come back and Send Status at another time.

85. Updating Tasks 10.Select one or more other Tasks and from the Ribbon click on Tasks (Tab)  Tasks (Section)  Mark Complete option (Icon). From the Ribbon, click on Tasks (Tab)  Submit (Section)  Save (Icon). 11.Check the ‘Process Status’ column for ‘Not Submitted’ to confirm that the selected Tasks are saved but not submitted. Care:Tasks that have been saved are not submitted for approval to the Project Leader until the Send Status option (Icon)  All Tasks option from the ‘Submit’ Section of the Ribbon is used.

86. Updating Tasks 12.Update values in the following fields for one or more Tasks: -Remaining Work -‘% Work Complete Then make sure the modified Tasks are selected (checkbox). Note:If a Task is expected to be behind or ahead of schedule, use the ‘Remaining Work’ field to notify the Project Leader how many hours the variance is expected to be. Updating the ‘Remaining Work’ value will automatically update the ‘% Work Complete’ value. Updating the ‘% Work Complete’ value will automatically update the ‘Remaining Work’ value. Tip:You only need to enter numeric values for the ‘Remaining Work’ value to default to hours and the ‘% Work Complete’ value to default to percentage.

87. Updating Tasks 13.From the Ribbon, click on Tasks (Tab)  Submit (Section)  Send Status option (Icon)  All Tasks option. 14.If prompted by the Comments dialog box, enter an optional comment.

88. Updating Tasks 15.Check the ‘Process Status’ column for ‘Awaiting Approval’ to confirm that the selected Tasks have been submitted for approval. Note:You only need to enter numeric values and the time will default to hours. Tip:When submitting Tasks for approval to the Project Leader where the Tasks are either behind or ahead of schedule, it is good practice to include comments during Task submittal.

89. Module 7 Module 1Introduction to the Training Module 2Intro to Project Web App (PWA) Module 3Working with Projects (PWA) Module 4Resource Center (PWA) Module 5Personal Settings (PWA) Module 6Processing Tasks (PWA) Module 7Approvals Center Task Updates (PWA) Topic 7.1–Approving Updated Tasks

90. Approvals – Task Updates (PWA) Topic 7.1–Approving Updated Tasks

91. Approving Updated Tasks 1.Access the PWA Home Page at: http://psp.app.medcity.net/pwahttp://psp.app.medcity.net/pwa 2.From the Quick Launch Bar, click on Projects (Section)  Approval Center.

92. Approving Updated Tasks 3.Confirm that the ‘Approval Center’ area displays.

93. Approving Updated Tasks 4.Scroll the left grid across and note the additional columns available. 5.Scroll back and click on a linked Task ‘Name’.

94. Approving Updated Tasks 6.Note the Task breakdown details then click on [Cancel].

95. Approving Updated Tasks 7.Take note of the Ribbon options. Note:In the Ribbon, the Approvals (Tab) Sections titled ‘Data’, ‘Date Range’, ‘Share’ and ‘Show/Hide’ include options that are very similar to the Ribbon options in other areas of PWA that we have already visited (Project Center, Resource Center, etc…). Therefore we will not review those. We will begin by looking at the ‘Actions’ Section, which contains options that will help with immediate processing of the Task Update Approvals.

96. Approving Updated Tasks 8.Hover over the orange cell in the title row and click on the ‘Select All’ option. 9.Note the full list of Tasks is now selected. Care:When both Accepting and Rejecting ‘Task Updates’ in a single session, the process requires two steps. Step 1:Select the Task(s) that you ‘Accept’ and process those. Step 2:Select the Task(s) that you ‘Reject’ and process those.

97. Approving Updated Tasks 10.If there are Tasks that need to be rejected, deselect them. Note:Before we accept our Tasks, we should preview the effect the update will have on our Project Schedule. It is good practice preview our schedule to allow us to be clear about what effect the updates will have on the schedule.

98. Approving Updated Tasks 11.From the Ribbon, click on Approvals (Tab)  Actions (Section)  Preview Updates (Icon). 12.Examine the Project Schedule preview.

99. Approving Updated Tasks 13.Note the options in the Ribbon. 14.From the Ribbon, click on Approvals (Tab)  Actions (Section)  Accept (Icon).

100. Approving Updated Tasks 15.In the ‘Confirmation’ dialog box, enter an optional comment and click on [OK]. 16.Confirm that the accepted Tasks are removed from the Approvals page list.

101. Approving Updated Tasks Note:We now need to process any Tasks that we have identified for rejection. It is good practice to process Tasks that you have identified to ‘Reject’ one at a time. In that way, you will be able to include a comment with each rejected Task. 17.Select first Task of the remaining Tasks that were identified for rejection. 18.From the Ribbon, click on Approvals (Tab)  Actions (Section)  Reject (Icon).

102. Approving Updated Tasks 19.In the ‘Confirmation’ dialog box, enter an optional comment and click on [OK]. 20.Confirm that rejected Task was removed from the Approvals page list. Care:As noted above, it is recommended that whenever a Task is set to ‘Reject’, Project Leaders make a habit of adding a Note to explain the reason for a Task being rejected. Note:Continue through the individual Tasks identified for rejection, until they are all processed.

103. Questions & Answers 103 Exercises End

104. Reference Books Project Managers Step by Step – Microsoft Office Project 2010 By Carl Chatfield & Timothy Johnson Dynamic Scheduling By Eric Uyttewaal Project Management Office Lean Project Management – Eight Principals For Success By Lawrence P Leach Critical Chain Management By Lawrence P Leach Enterprise Architecture & Strategy By Jeanne W Ross, Peter Weill & David C Robertson 100 Questions to Ask your Software Organization By Mark I Himelstein

105. 105