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Microsoft Project Server for administrators – optimising the environment in the organisational structure

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Reliable EPM deployment - You will learn how to plan and complete a Microsoft Project Server and EPM deployment so the environment is stable from day one, consistent in setup, and ready for real organizational use.

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Stronger SharePoint setup - You will see how to configure SharePoint Server and post-installation services correctly, helping you avoid common rollout issues and improve cooperation between platform components.

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Secure access control - You will master users, groups, categories, and security templates, so you can assign permissions with precision, reduce configuration mistakes, and protect project data more effectively.

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Efficient global template - You will learn how to build and update the global template in Project Server, making team work more consistent, administration simpler, and organizational standards easier to roll out.

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Structured resource management - You will learn how to import resources to the server and configure a resource breakdown structure, making it easier to manage staff, filter data, and report on capability usage.

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Better data administration - You will gain practical skills in custom fields, data archiving, and view adjustments, so you can align the system with your organization’s processes and support daily administration.

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Queue and process control - You will learn how to monitor and manage the server queue and background processes, allowing you to spot delays sooner, respond to issues faster, and keep the platform running smoothly.

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Reporting environment readiness - You will understand how to prepare reporting configuration and workspace site settings, so you can deliver clearer information to users and support stronger project oversight across teams.

Training programme

1. Introduction to Microsoft Project Server and its main functions

  • Enterprise Project Management architecture,
  • licenses.

2. The process of installing and configuring Enterprise Project Management (EPM) components in Microsoft Project Server

  • installation requirements,
  • configuration of MS SharePoint Server,
  • configuration of services after installation.

3. Security management in Microsoft Project Server

  • users,
  • groups,
  • categories,
  • security templates.

4. Creating and managing a global template in Microsoft Project Server

  • information in the template,
  • updating the template.

5. Resource management at the organizational level in Microsoft Project Server

  • importing resources to the server,
  • configuration of the resource breakdown structure.

6. Administration of the Microsoft Project Server server

  • custom fields,
  • data archiving,
  • view modifications.

7. Managing the task and process queue on the Microsoft Project Server server

8. Reporting system in Microsoft Project Server

  • configuration,
  • preparation of the system.

9. Configuration and management of workspace site settings in Microsoft Project Server

10. Summary of key issues discussed during the Microsoft Project Server training

What are the prerequisites for participating in the training?

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Windows Server basics - You should be comfortable working in a Windows Server environment, understand server roles, and perform basic administrative tasks related to system services.

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SharePoint and Project familiarity - You should know the basics of Microsoft SharePoint and Microsoft Project so you can more easily understand dependencies between platform components and settings.

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Access control fundamentals - You should understand how user accounts, groups, and permission levels work, because the training covers security configuration in a Project Server environment.

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Server environment experience - You should have practical experience working with server applications so you can efficiently handle tasks related to configuration, services, and system maintenance.