Lesson 1: Introduction
Session 1: Introduction, Objectives and Agenda
Session 2: Review of Implementation Frameworks & Planning Workshop Results
Lesson 2: Technology Overview
Session 3: Architecture and Technical Requirements Overview
Session 4: Installation of Microsoft Office Portfolio Server
Session 5: Review of Data Security Model
Lesson 3: Configuration 1: Organization and User Management
Session 6: Introduction to Portfolio Server configuration settings area
Session 7: Account Set-up and Management
Session 8: Organization Management
Session 9: User Management
Lesson 4: Configuration 2: Financial Management
Session 10: Financial Management
Lesson 5: Configuration 3: Structure and Attribute Management
Session 11: Survey Management
Session 12: Driver Management
Session 13: Attribute and Indicator Management
Lesson 6: Configuration 4: Structure and Attribute Management
Session 14: Resource Management
Lesson 7: Configuration 5: Workflow Management
Session 15: Workflow Management
Lesson 8: Configuration 6: Other Settings
Session 16: User Security and Session Tracking
Session 17: Data Transfer
Lesson 9: Configuration 7: Portfolio Server Integration, SharePoint and Project Server
Session 18: Project Server Gateway
Session 19: SharePoint Server Settings
Session 20: Document Management Settings
Lesson 10: Configuration 8: Program Management and Application Portfolio
Session 21: Portfolio / Program Management
Session 22: APM (including Business Process Management)
Lesson 11: Portfolio Server User Functionality Training
Session 23: Project Builder
Session 24: Project Dashboard
Section 25: Portfolio Reporting
Session 26: Project Selection & Portfolio Optimization |