Overview: This two-day course is designed to teach Project Server administrators and workflow developers how to setup, configure, and build workflows with Microsoft Project Server 2013. Participants will learn how to install and configure the necessary software components including the setting up services and software. Mapping out, developing and deploying a real world workflow will also be covered in this course. Familiarity with SharePoint Designer and Visio 2013 will be helpful but not required.
  Prerequisites: To ensure your success, we recommend you have some working knowledge of Project Server 2013, SharePoint 2013, Visio, SQL Server 2008/12 and Windows 2008/2012 Server. Ideally, students have also attended the Project Server 2013 for Administrators course.
  • Register
  • Agenda
  • Downloads
  • IOT
  • Testimonials

Module 1: Project and SharePoint Server 2013 Workflow Overview

  • High level overview of SharePoint and Project Server workflow
  • Understand the necessary components for deploying workflows

Module 2: Working with SharePoint Designer 2013

  • Working with SharePoint Designer 2013
  • Understanding the connection between SharePoint Designer and the Project Web App (PWA)

Module 3: Building Workflows for SharePoint and Project Server

  • Create and deploy a Project Server 2013 workflow
  • Create and deploy a SharePoint workflow

Module 4: Working with Visio 2013

  • Understand how Visio 2013 can be used to layout and deploy workflows

Module 5: Testing and Deploy SharePoint and Project Server workflows

  • Test, document and deploy within SharePoint and Project Server

Course Outline:

Microsoft Project Server 2013-Workflow Management


  • Course Summary
  • List of Modules

Instructor-led Online Training

Attend Class from Your Home or Office via our IOT Platform
Attending an online or virtual course has never been easier and more powerful than it is today. Using the latest in web conferencing, cloud based virtual machines and voice over IP (VOIP) technologies we have worked hard to provide the best in class for online course delivery.
The IOT platform works best in the following conditions:

  • A high-speed Internet connection.
    You will be connecting to both a virtual training environment (GotoTraining) and a hosted virtual machine (Cloudshare).

    Note: Sometimes in office environments firewalls used for internet security prevent those connections from being made. Please test your connection

With IOT, you get the best of both worlds: the benefits of being in a classroom with the convenience and cost savings of online training!
Our courses are taught live by our experienced instructors using the same high-quality classroom material.

Download the IOT Setup Guide.

Benefits of IOT

  • Save on travel costs and time spent at airports/hotels, etc
  • Instructor interacts in real-time to answer questions or clarify material
  • Get the same high-quality content as the classroom version of the course
  • Participate from almost anywhere with easy system setup and modest connectivity requirements
  • Participate in hands-on labs reinforcing concepts learned
  • Sessions are recorded for your review after the class
  • Join any session at another date for a module you may have missed

How it works

  • Browse our training and find a course and date.
  • Register and pay for the course.
  • Material will be sent to you within a couple days of registering.
  • On the day of the course, connect to our virtual classroom and your virtual machine using your highspeed Internet connection.
  • A self contained Project Server environment will be available to work through hands on labs, providing you with access for the duration of the course to reinforce concepts learned. Additionally, the instructor can shadow and guide you as you work through the labs and steps.
  • Viewing Options
    • Option 1: One computer with two monitors.
      This allows you to view the instructor on one machine and work with the Virtual lab on the other screen.
    • Option 2: Two computers.
      This is ideal for a workstation and laptop setup which will be used for viewing on one machine and working in the virtual lab on the other computer.
    • Option 3: One computer and tablet/iPad.
      This is a great option if you have a tablet or iPad. You can connect to the instructor’s presentation via the iPad/tablet device and use your computer for working in the virtual lab. You can even use the audio from the iPad/tablet for participating in the session.
    • Option 4: One computer. This option is for the student that is comfortable with toggling back and forth during the lecture/presentation/demo and the hands-on virtual labs.
  • A speaker phone or hands-free headset for your telephone/device.
    Because you’ll be using the keyboard and mouse throughout the class, you will need a speakerphone or headset by your computer.
  • VOIP or Unlimited long-distance phone service.
    You can use the GotoTraining microphone and speaker option, or using Skype is a good option. You can also call in using your unlimited long-distance calling plan (if you have one).

Setup and System Requirements

The set up is easy. You do not need the software for the class on your computer. It will be on the virtual computer you'll connect via the cloud.
Just install conferencing software. You will need to install the two conferencing software applications that connect you into the classroom.

Just install the virtual lab plugins. You will need to make sure your computer will allow you to install the cloudshare plugins. This is required for running the virtual training labs.

  • CloudShare Plugins: Please review the plug-in requirements for Cloudshare Virtual machines. The guidance can be found here. Check here.

System Requirements Make sure the computer you are connecting to meets the minimum requirements:
For PC-based participants:

  • Internet Explorer 7.0, Mozilla Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Windows 8, 7, Vista, XP or 2003 Server
  • Cable modem, DSL, or better Internet connection
  • Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)

For Mac-based participants:

  • Safari 3.0, Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Mac OS X 10.6 – Snow Leopard or newer
  • Intel processor (1GB of RAM or better recommended)
  • Cable modem, DSL, or better Internet connection

Participants wishing to connect to audio using VoIP will need a fast Internet connection, a microphone and speakers. (A USB headset is recommended.)
Connect 10 minutes before the class. A few days before the class we will ship the course materials directly to your home or office. In addition, we'll send an email to you with instructions on how to access your classroom connection and phone bridge. Be sure to allow yourself about 20 minutes of set up time just before the start of the class.



Eric Gerber-
University of Houston
Broad knowledge of computer issues by instructor and hands-on opportunities. Enjoyed class and found it generally very productive.
D. Lucero-
Los Alamos National Labs
A great way to track and plan projects. Provided all the info I need for my projects and some!!!
Norma Maldonado-
St. Edwards University
Instructor able to work at our speed vs reading from the book.
Nancy Dean-
The instructor knew his material and kept the entire class involved.
John Bernardin-
Los Alamos National Labs
The book, software, computer and instructor compliment each other and made it very easy to come up to speed on Microsoft Project.

Group, onsite and tailored

Project Online for Project Managers-On Demand

Contact Us

Contact us to setup a demo or call anytime. 972-996-1895 | info@msprojectpros.com