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Certificate Series: Project Online/Server 2013 Workflows – Session 2

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.

 

Description

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.

Outline

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 reviews
byBert Velasco onMPUG

Scott did a nice job of stepping through all the necessary tasks in developing a PS2013 workflow while demonstrating the various stage types and workflow conditions that one would like to include. Thanks!

Written by Jacques Goupil

Jacques Goupil, PMP, MCP, MCTS, is the Business Development Managing  Director at PPM Works, Inc.,  a consultancy focused on delivering project, portfolio, and business management solutions. He has been implementing Microsoft Project solutions since 1998 and has over 15 years of professional experience in project management software design, implementation, and development.  Coming from a Program Management background, Jacques has successfully implemented PMOs at many Top 50 firms and he shares his experience and knowledge as a guest speaker and panelist at several industry conferences (including the Microsoft Project Conference, PMI Conferences, and the Project Summit).  He was selected by Microsoft as the Lead SME for the Microsoft Certification Exam, Managing Projects and is a Certification Instructor Microsoft Project Users Group.  He is currently on the Board of Directors at the Boston YMCA and two Microsoft Project Users Group Chapters.  Jacques motto is ‘Health and Family first’ and he shares his passion as a community volunteer and family advocate.  He is currently training for the 2014 Boston Marathon (his 14th Boston).  Most recently Jacques delivered a full credit Professional Development Day for PMI and presented at Project Summit 2013 on topics including Project Server 2013, Project Online, as well as PMO Development.  Connect to his professional network or send him an e-mail at: Jacques.Goupil@ppmworks.com.

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1 Comment
  1. I had just a little trouble with the audio. Overall, I think that I better understand Workflow Building Blocks.

    – Lois

    Reply

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