Microsoft Project Online for Resource Managers

Private Group Training | 6 Hours

This course covers enterprise resource management topics in the Microsoft Project Online environment. This includes analyzing resource demand and availability information via the Resource Center and Resource Capacity views in order to determine resource utilization and help prevent overallocations. We also cover viewing and fulfilling resource engagement requests, reviewing and accepting timesheets, viewing project information in the Project Center and collaborating on projects using the Project Site.

This course is customized to focus on how specific roles and processes are defined for your organization. We often see the Resource Manager role vary considerably between organizations.

Target Audience
This course is designed for resource managers, and any individuals involved with determining the capacity and demand of the organizations resources, approving timesheets, and review engagement requests.

Familiarity with Microsoft Office programs and basic project management principles helpful.

Provided with the Course
Custom training manual, exercise booklet, and access to a Microsoft Project Online training environment for the class.

Project Management Institute
Integent LLC is a Global Registered education provider with the Project Management Institute, and this course provides 6 PDUs

What You’ll Learn

Download PDF of Syllabus

Introducing Microsoft Project Online

  • What is project online
  • Project Online Terminology
  • The Project Online interactive update cycle
  • Database schemas in Project Online

Project Web App Orientation

  • The Home Page
  • Working with Ribbons and Views
  • Project Center
  • Resource Center
  • Tasks and Timesheet
  • Approvals
  • Issues and Risks
  • Strategy
  • Reports
  • Managing Alerts and Reminders

Creating Enterprise Projects

  • Creating Projects in Project Professional
  • Creating a Project using an Enterprise Project Type
  • Understanding Work, Cost and Material Resources

Reviewing and Accepting/Rejecting Timesheets

  • Review Pending Timesheet Approvals
  • Accept a Timesheet
  • Reject a Timesheet

Working with Project Center (PWA)

  • Using The Project Center Views
  • Viewing Schedule Details in PWA

Working with Resource Center

  • Viewing Enterprise Resources in Resource Center
  • Resource Center Views
  • Viewing Resource Assignments
  • Working with Capacity Planning Views

Collaboration with Project Sites

  • Tracking Issues and Risks
  • Add or Edit and Issue
  • Add or Edit a Risk
  • Using the Document Library
  • Check out a Document for Editing
  • Check in a Document
  • Managing Alerts for Documents
  • Managing Alerts for Issues and Risks

Resource Engagements

  • Creating Resource Engagements
  • Reviewing and Fulfilling Engagement Requests