Microsoft Project Online —For Administrators

Course Overview

Microsoft Project Server and the cloud offering, Project Online, comprise a department-wide or enterprise solution that consolidates projects, programs, and resources. It offers features that are designed to report on schedule status, resource capacity, and portfolio needs. Attendees of this course will gain practical examples from the experienced instructor who has deployed & configured these features in organizations in a wide variety of businesses.

This one-day course can be held in a customer’s environment to maximize immediate application of knowledge or delivered remotely in two half-day sessions.

Participants will learn:

  •      Software components & benefits
  •      Manage enterprise security
  •      Create & manage templates
  •      Security-controlled views
  •      Configure enterprise-wide objects to gather or deliver info
  •      Perform maintenance

Who should attend?

This course teaches the core techniques that the Project Server/Project Online administrator or PMO administrator will need to be skilled in to support an existing or new installation of Project Server.

Course Materials

Course materials are comprised of a proprietary book written by Project MVPs and MCPs, combining over 50 years of industry experience. This course manual outlines best practices gained from our years of consulting experience.

Course Objectives




• Learn app benefits
• Project, Program, & Portfolio support
• Enterprise Resource Management support

Manage Enterprise Templates

• Enterprise project types
• Project detail pages
• Project workflows

Manage Security
• Users, groups, categories
• Role-based permissions
• User delegations


Configure the User Experience

• PWA page views
• Filters & groups
• PWA Gantt formatting

Perform Database Management

• Deleting enterprise objects
• Force check-in enterprise objects
• Manage server queue jobs


Configure Enterprise Data

• Custom fields & lookup tables
• Enterprise calendars
• Enterprise resources

Manage Custom Objects

• Enterprise server settings
• Timesheet & task settings
• Global project template
• Project SharePoint sites





Pain Points This Course Helps!

⚡ I want consistency.

Utilize common project templates and detail pages to enforce more regularity in projects.


⚡ Where’s the info?

Customize views, data filters and groups so your users have the information they need when they need it.

⚡ No more unclean data!

Utilize custom fields and lookups to capture the right data to support more meaningful reports and dashboards.

⚡ I need better security.

Implement strict controls for what people can see and do in Project.

⚡ Maintenance?

Keep your project environment running seamlessly so your users can manage their project work.

Course Instructors & Accreditation

This course will be taught by a certified instructor, knowledgeable in the field of project management, MS Project/Project Server, and Power BI. Your attendees will obtain key knowledge on how to leverage Project Online and the Microsoft 365 suite to optimize collaboration, reporting, and process automation.

Advisicon’s goal is to improve your processes and technologies, thus creating measurable results. For over 25 years, we have successfully helped customers learn, scale, and grow.

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