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Certificate Series: Project Online/Server 2013 Workflows – Session 1

Project Management Institute (PMI)® Professional Development Units (PDUs):
This Webinar is eligible for 1.5 PMI® PDU in the Technical Category of the Talent Triangle.

Watch session 2


Learn how to meet your organizations need for automation of business process and enforcement of Project Portfolio Management governance through the powerful new workflow capabilities in Project Online/Server 2013.  Scott Clausen and Jacques Goupil of PPM Works, Inc will provide recommendations, demonstrate the steps for designing, building and implementing Project Server workflows for Project Online/Server 2013.  Come learn how to unleash the power of workflow with Microsoft’s Enterprise Project solutions.

This 3-hr session split across two days, will provide you the knowledge and information to understand, create, and manage Project Server/Online workflows.  We will cover the benefits of Microsoft Project workflows, assist you to understand the workflow functionality set within the products (Project Online and Project Server), guide you through the necessary pieces to creating successful workflows, and providing you with a Workflow Checklist, that you can use when you create your own Project Server/Online Workflows.  We will also cover advanced workflow topics and capturing Ideation within your organization.


These two sessions will cover the following topics, active participation and questions are strongly encouraged.

  1. Introduction / About PPM Works
  2. Agenda
  3. Benefits of Workflows (Ideation to Portfolio Analysis)
  4. Workflow Capabilities for Project Online/Server 2013
  5. Workflow Building Blocks
    1. PWA: Understanding all the components (Enterprise Fields, Workflow Phases / Stages, Business Drivers, and Enterprise Project Types
    2. Leveraging SharePoint Designer:  Actions, Activities, and Stages
  6. Recommended Workflow Checklist from Business Process Mapping Template to Workflow Testing and Error Correction
  7. Advanced Workflow Actions (Portfolio Approval and Modifying Project Fields)
  8. Ideation from SharePoint Lists (if time permits)

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  1. Can you post the Excel worksheet used in the demo workflow? This looks to be a very useful approach to workflow design.

  2. This session was quite informative, having missed the last .5h it was good to have a review. Of note is a break in the recording at about 1:09:30, video resumed about 1:13:12 and video and sound were available at 1:13:29. In spite of this, I was able to follow thru the entire program having been present for the 2nd session.

    Thank you for another great session.

  3. This webinar was very informative. I can’t wait to put this into practice.


  4. Informative .
    How can i get the excel sheet copy and ppt ?
    I am unable to submit webinar hsiatory.

  5. I thought this webinar was supposed to be 90 minutes. It was only 38.53 minutes and left me hanging for some very valuable information. I’m not able to submit webinar history either.

  6. Community

    Hi Tanya,

    Once the video has completed in its entirety the submit button will activate allowing you to click it to submit the session to your webinar history.

    This is a 2 part session. Please click the ‘Watch session 2’ link above to view the additional 1.5 hrs of this session.



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