Introduction to Microsoft Office Project Server 2003

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Introduction to Microsoft Office Project Server
2003

• Greg Bailey
• Vice President
• 832-527-0970
• gbailey_at_quantumpm.com

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Enterprise Project Management (EPM) with
Microsoft Project Now thats Teamwork!

• Microsoft Project has long been the standard for
  professional project management, but its reach
  has typically been restricted to isolated
  workstations. The Microsoft Project 2003 family
  of products is broadening the scope of
  traditional PM activities to true EPM. At this
  Webinar, A Microsoft Project Premier Partner will
  show you how your organization can leverage the
  collaborative capabilities of Project
  Professional 2003, Project Server 2003, and
  Project Web Access.

Brought to you in partnership with QuantumPM.
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About QuantumPM

• Microsoft Project Premier Partner
• One of the most experienced partners in
  enterprise deployments of Microsoft
  Project-based solutions -130 implementations
• Multiple Microsoft Project MVPs
• Specialties are Microsoft Project Server
  implementations
• PMI Certified Training Provider
• Project, Program and Portfolio Management
• Software Integration and Development
• Training
• PM Best Practice and Process Consulting

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The Big PictureQPM Portfolio Management Model
Project Team

• Project Charter
• Plan Schedule
• Control Execute
• Project Analysis

Infrastructure
Leadership Team

• Tools
• Training Certification
• Knowledge Repository
• Project Repository

• Assessment
• Analysis
• Approval
• ProjectBased Budgeting
• Decision Support

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Agenda

• Understanding the Business Perspective
• EPM Planning Factors
• Technology Discussion Architectural Overview
• The 5 Pillars of EPM
• Project Center
• Resource Center
• Collaboration Management
• Artifact Management
• Organizational Readiness

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Overview

• The primary, central theme behind an Enterprise
  Project Management Solution (EPM) is improved
  coordination of people through collaboration.
• Communications planning, while well intentioned,
  typically does not address the importance of
  centralized repositories or the ease of on-going,
  real-time information sharing.
• Microsoft Enterprise Project Management methods
  give your people the tools they need to
  successfully manage projects.

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Microsoft EPM Technology Delivers

• Visibility into key initiatives and resource
  utilization across entire organization
• Insight into how initiatives and resources align
  with business objectives and performance
• Control of projects and resources to make smart
  decisions as business conditions change

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Understanding the Business Perspective

• Participation Across the Organization

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Plan for Success How do you ensure success?

• Use a Best Practices techniques to plan and
  execute the implementation
• Determine implementation stages
• Develop functional vision and control the scope
• Map objectives to business processes and Capture
  requirements
• Set expectations for the implementation

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EPM Plan Implementation Stages

• Determine implementation stages

Enterprise Rollout
Multi-department Rollout
Limited Production Pilot
Proof of Concept
Time and Scale
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Planning Approach - Flow Overview
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What about Technology?

• Install and Configure Server(s)
• Microsoft Project Server 2003
• SQL Server and Analysis Services 2000
• Windows SharePoint Services
• Internet Information Services (IIS)
• Windows Server 2003
• Configure Project Server
• Establish Enterprise Global Settings
• Install and Configure Desktops
• Project Web Access
• Microsoft Project Professional 2003
• Microsoft Outlook

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Architecture Review3-Tier Structure
Internet Information Services
ODBC
(DLL/ PDS)
Windows Server 2003
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Understanding the 5 Pillars of EPM

• Project Management Project Center
• Resource Management Resource Center
• Artifact Management Documents, Issues, Risks
• Collaboration Management Status Reports,
  Timesheets
• Organizational Readiness Training, Processes,
  Reporting

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The Project Web Access (PWA) Environment

• Project Web Access (PWA) for Project Server 2003
  is the mechanism whereby obstacles to
  enterprise-wide collaboration are removed from
  the project management discipline.
• We will explore the various aspects of managing
  projects, resources, and collaboration in each of
  the basic components of PWA.
• You will see the benefits of good planning for
  your organization.

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Project Web Access

• Home Page Easy to Use

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EPM Project Portfolio Management

• The ability to view detailed project data as well
  as rolled up or Portfolio data is one of the
  most power aspects of MSPS 2003.
• As projects are created in MS Project
  Professional, custom outline codes help your
  organization define how project data is sorted
  and viewed in the Project Center.

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Multiple Levels of Reporting
Portfolio
Program
Program
Project
Project
Project
Project
Task
Task
Task
Task
Task
Task
Task
Task
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PWA Project Center

• Project/Portfolio Management

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Basic Viewing Options

• Each Page or Center in PWA offers the user
  the ability to Filter, Search, Group, and
  Organize the data they see.
• We will look at some of this functionality as it
  pertains to the Project Center.
• Keep in mind that each Page has similar
  capabilities.

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PWA Project Center

• Filter, Group, Search Options

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PWA Project Center

• Project/Portfolio Management

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PWA Project Center

• View Project Details

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EPM Resource Management

• Resource Management is becoming an increasingly
  important aspect of cross-functional
  organizational management.
• As resources are utilized and assigned work in MS
  Project Professional, their overall availability
  is recorded to the minute level.

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Resource Attributes
Name Sandra Dee
eMail S.Dee_at_mycorp.com
Title Sr. Project Manager
Role Project Manager
Organization Corp. IT
Cost Rate 36/hr
Billing Rate 75/hr
Skills SQL, XML, HTML, Singing, Spanish
Direct Report to Betty
Direct Resources Danny , Marty
Sandras Calendar Work and Availability
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Resource Breakdown Structure
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PWA Resource Center

• Resource Management

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PWA Project/Resource Center

• Build Teams

Build Project Teams
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PWA Resource Center

• Resource Workload Analysis

Examine Work Loads
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EPM Portfolio Analyzer

• Portfolio Analyzer operates by relating data
  stored in the OLAP cube.
• This data offers a multi-dimensional view across
  projects in your organization.
• The data (which you define) is reported in both a
  graphical and tubular context.

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PWA Project/Resource Center

• Portfolio Analyzer

Portfolio Analysis
Projects and Resources
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EPM Managing Tasks

• Tasks are created in MS Project Professional.
• Once a PM is satisfied that task durations,
  budgets, and resource assignments are correct,
  they are published to MS Project Server.
• After hitting the database (Project Server), the
  tasks are made available to Project Web Access
  and resource collaboration.

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PWA Task View
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PWA Tasks Page

• Actual and Remaining Work

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PWA Task Updates

• Timesheet Updates

Update Actuals to Projects
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Microsoft Outlook Integration

• Your organization may be interested in
  integrating Tasks from MSPS into your Outlook
  Calendars.
• There is a simple to use add-on download to make
  this integration possible.

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Microsoft Outlook Integration

• Project Server 2003 Task Integration

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Microsoft Outlook Integration

• Project Server 2003 Timesheet Updates

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EPM Status Reports

• Another main component to good management
  practices is collaborating project status.
• MSPS 2003 gives users the ability to create,
  distribute, and archive status data.
• The organization defines the categories for
  status reporting and the reporter (resource)
  supplies the status of each category.

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PWA Status Reports
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EPM Risk Management

• Risk management is rarely assimilated as a key
  component to a projects success.
• MSPS 2003 allows the users to identify, quantify,
  and qualify risks and risk planning.

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PWA Risks Page
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PWA Risks Page
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PWA Risk Summary
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PWA Risk Reports
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EPM Issues

• An issue, loosely defined, is a risk that has
  happened.
• Most organizations retain off-line issues logs
  and attempt to manage them through a manual
  processes of marriage to tasks, resources, and
  due dates.
• MSPS 2003 allows the users to attach issues to
  tasks and assign them to specific resources.
• This process of collaboration is the same for
  issues and risks.

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PWA Issues Page
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PWA Issues Page
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Issue Summary
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EPM Document Control

• Most organizations have some method of document
  control in place.
• What organizations generally lack is a central
  repository that allows direct document
  assignments to project plans (schedules) and
  tasks.
• MSPS 2003 allows users to create a public
  repository that may contain corporate standards
  and templates for project documents.
• The document control component allows for
  sign-in/out, version control, editing, and
  viewing (based on roles and access rights).

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PWA Documents Page
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PWA Documents Page
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Organizational Readiness

• Do you have the right skills, both technology and
  soft skills?
• You will need common business processes, will
  people know what to do?
• Have you developed project and resource
  management standards?
• Reporting is essential in any EPM solution, so
  how will people create reports?
• What kind of training will you need?

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Organizational Readiness

• Technology Training

LOB Systems
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Organizational Readiness

• People management communications skills

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Organizational Readiness

• Defined Business Processes

OR
PM
CM
RM
AM
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Organizational Readiness

• Project Standards and Quality Assurance

Resource Assignments
Work Breakdown Structure
Work Estimates
Key Milestones
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Review

• Understanding the Business Perspective
• EPM Planning Factors
• Technology Discussion Architectural Overview
• 5 Pillars of EPM
• Project Center
• Resource Center
• Collaboration Management
• Artifact Management
• Organizational Readiness

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QA

• What questions do you have?

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For More Information

• Greg Bailey, VP Sales
• gbailey_at_quantumpm.com
• [phone]
• www.quantumpm.com
• info_at_quantumpm.com
• [phone]

QuantumPM is dedicated to delivering high quality
Project Management services to business and
information technology sectors or
project-oriented firms. We are a full-service
provider of products and services in the field of
project management.

• Project, Program and Portfolio Management
• Software Integration and Development
• Training
• PM Best Practice and Process Consulting

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How is Project Server Licensed?

• Microsoft Office Project Server 2003 stores
  projects so that groups can collaborate on them.
• Microsoft Office Project Professional 2003
  allows a user to create and edit projects and
  post them to a server. Each license includes a
  CAL for the same user.
• Microsoft Office Project 2003 Client Access
  License (CAL) permits one user to access and
  administer a project posted to a server
• Requires SQL Server Per Processor license or SQL
  Server and SQL CALs for each user.

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What if You Are Running Project Standard with SA?

• If your SA was active on or before September 1,
  2003, you are eligible to run Project
  Professional in place of Project Standard.
• When you are ready to renew your SA, you must
  decide to renew on Project Standard or Project
  Pro.

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Step Up from Standard to Pro

• If you currently have SA on Project Standard and
  you are not eligible for the previous promo, you
  can still obtain Project Professional when you
  purchase an SA Step Up license from Standard to
  Professional.
• The cost is the difference between LSA for
  Project Standard and LSA for Project
  Professional.

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You may Already Have Licenses for Project Server

• If you had maintenance on your Project licenses
  before July 31, 2002, you received one Project
  Server License for each Project license you had
  covered.
• When you renewed your SA, you had the option to
  renew on your choice of Project Standard or
  Project Pro. The Project Server SA had to be
  renewed separately.

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You may already have the necessary licenses
deploy a Microsoft Enterprise Project Management
solution with a minimal investment. Contact your
dedicated SHI Account Executive to help you
determine your eligibility.
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Questions?

• Steve Maiorano Project Product Specialist
• 732-868-5902
• Steven_Maiorano_at_shi.com
• Recording of the audio portion of this
  presentation of this webinar - 877-427-7171
  Conference ID 2332461