Course Code: 5791

Project Portfolio Management (PPM) using MS Project and Project Online

Class Dates:
2 Days
Class Time:
Business, Office


  • Course Overview
  • In this course you will learn: Best practices to help the organization be successful with Project Portfolio Management (PPM) utilizing Microsoft Project and Project Online. The purpose of Proactive PPM is to: Build and Maintain a schedule that reflects the true intention (scope and time) AND actual progress to date for the project, Plan and track costs on the project, Continuously identify and manage staffing needs, to ensure realistic workloads, Clearly communicate work and priorities to you and other team members, Provide accurate forecasting of remaining effort and durations as well as identify variances BEFORE it is too late for corrective action.
  • Audience
  • * Team members in proactive projects


  • Basic familiarity with modern user interfaces as well as rudimentary skills using advanced websites.
    Key Concepts critical to the understanding of Project Online and Proactive PPM.
    Project schedule reflects the "contract" and scope of work that the project team members have agreed to deliver and that the student is on the team and knows how to do their job.
    For ease of learning, class will use "Microsoft PPM" as an umbrella term to describe the overall solution comprised of Microsoft Project (on the desktop) as well as Project Online (Project Web App).

Course Details

  • Lesson 1 - Industry Standards and Proactive PPM
  • Alignment and Industry Standards
  • Principles and Purpose of Proactive PPM
  • Project Life Cycle
  • Submitting a Project Proposal
  • Developing the Baseline Schedule
  • Managing the Schedule
  • Closing
  • Lesson 2 - Introduction to Microsoft Project and Project Web App
  • Microsoft PPM - Microsoft Project Professional (desktop) Project Online (back-end database) Project Web App (Web front-end)
  • Proposals and Workflow Approvals
  • Template and Enterprise Resources
  • Draft and Published Schedules
  • Task Assignments, Views and Reports
  • Task Updates and Approvals
  • Approved Task Updates
  • Microsoft Project
  • Microsoft Project Web Application
  • Project WBS Built, Resources Assigned
  • Task Estimates, Task Dependencies Set, Deadlines and Constraints
  • Resource Over-allocations Resolved, Project Costs and Budget Specified
  • ..
  • PWA Projects Ribbon
  • Schedule page for a project
  • PWA Tasks Page, Task Ribbon
  • PWA Timesheet Page, Timesheet Ribbon
  • Column Configuration Menu, Dragging the Splitter Bar
  • Project Issues, Project Risks
  • Lesson 3 - Tracking Project Status and Progress - Project Web App
  • Viewing Project Tasks, Submit Task Updates
  • My Tasks and Timesheet, PWA Timesheet, Options, Completed
  • Viewing and Task Assignments
  • Completing the Timesheet
  • Providing Status on the Tasks Page
  • Planning Personal Time Off (PTO) in the future
  • Reporting Status to the Project Manager
  • Updating the Project Status and Schedule
  • Schedule PDP, Tasks Page, Manage Alerts,
  • Task Details for a Selected Task, filter the List of Tasks
  • Tasks page with Gantt Layout applied
  • Calendar view of Project Tasks
  • Lesson 4 - Project Collaboration and Managing Artifacts - Use Project Web App
  • Understanding the SharePoint Project Site
  • Working with Risks and Issues
  • Working with Project Documents
  • Working with Action Items
  • Business Intelligence Center Reports
  • PWA Home Page, Project Center, Schedule Page for the project
  • Project Site Home Page
  • Issues and Risks Page, Risk Detail Dialog
  • Document Library, Library Ribbon
  • Action Items Page, Create New Action Items,
  • Reports Page, Active Project Risk Report
  • Project Status Report