Project Server Conference 2006

1
Project Server Conference 2006

• Report on Key Benefits for Delta Dental
• Quoc Le
• Carl Paul
• Beverly Powell
• Chris Custer

2
Quick Hits on P12

• Integration is the Main Story
• Across the Data Platform
• Among Reporting Tools
• With SharePoint and with Office 12
• Great New Features
• Example Multi-Level Un-do
• Resource Plans
• Proposals
• Centralized Scheduling Engine

3
Other Key Stories

• TimeControl timesheets third-party add-in lets
  Delta do allocated costs
• UMT Portfolio Management acquired by Microsoft
  permits greatly increased IT and portfolio
  governance
• IIL Training capabilities could supplement our
  services
• Quantum PM Schedule Auditor could enhance our
  services

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How Big is P12?

• is this a breadbasket or a refrigerator or is
  it something in between, bigger than a
  breadbasket, smaller than a refrigerator. Mike
  Anguillo, project manager says this is a sub
  zero, this is the biggest set of innovations
  we've done in Project in a long, long, long time.
  
• Steve Ballmer

5
Enterprise-Ready Performance

• PWA is now a SharePoint site
• Improved Error logging
• Dashboard can be customized at home page
• UMT Portfolio Management
• Pairwise comparisons of drivers, projects,
  constraints
• Scatter diagrams
• Efficient frontier diagram

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PWA for the Enterprise

• In P12, a user group can have a different look
  and feel applied to its PWA home page and
  customized by the Project Server Administrator.
• Example
• An executive group can have its PWA site include
  Key Performance Indicators (KPI) for Portfolio
  Enterprise Projects
• PM and Team members group can have their PWA site
  include Milestone Status reports
• Note Sharepoint Portal services and Score Card
  Server will need to be included with P12 in order
  to create KPI.

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Enterprise-Ready Performance - 2

• Architecture new .NET middle layer
• Includes timesheets that are a separate module,
  but which can be integrated into your accounting
  rules
• Support for PM Maturity Process
• Understand scheduling through visibility of
  actions, using multi-level undo
• Admin Time becomes a task itself or resource
  exception

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Enterprise-Ready Performance - 3

• Maintenance/Ops time is a separate task no
  Admin Plans needed!
• Integration with Outlook and other Office tools,
  no ActiveX interaction needed speeds delivery of
  forms to users in the formats/tools that they are
  used to
• Has been road-tested with huge projects
• Stryker Project
• 300,000 tasks
• 30,000 cross project links

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Enterprise-Ready Performance - 4
Project 2003 Project 2003 P12 P12
LAN WAN LAN WAN
Open file-1 34s gt1000s 70s 80s
file-2 35s gt1000s 12s 17s
Full save 22s gt1000s 22s 22s
Assumptions Medium project (1,800 tasks, 200
resources, 9,000 assignments). P2003 uses a
terminal server across the WAN.
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Portfolio Management in P12 - 1

• The Proposals area in PWA gives you a quick
  start with a project schedule
• Use before an official project
• Costs may increase
• Knowledge gained at this phase not needed for
  long term
• Only need partial schedules, as you are not
  required to complete a full set of dates
• All time, all work IS tracked
• The TeamBuilder webpart will show resource
  availability, if you have permissions

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Portfolio Management in P12 - 2

• Resource Plan
• New feature FTE unit for resources
• Helps track work, deliverables, assignments
• New Feature Deliverables
• Like Milestones, but independently tracked
• Can be linked between projects
• Not for tracking costs (done separately)

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Portfolio Management in P12 - 3

• Support for Master Projects
• Architecturally, Peak Load support
• Real-Time reporting
• Drill-in-place for sub-projects within Project
  Center
• Dependencies (live-links with drill-down)
• Easy integration and automation
• Extend the program with unlimited custom fields

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Portfolio Management in P12 - 4

• More support for Master Projects
• Rich Events Workflow Engine
• Unified SharePoint
• Multiple tracking of costs with timephasing of
  resources, tasks, etc.
• Visibility and Insight tools
• Enterprise reports from SQL

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P12 Timesheets - 1

• Standalone package
• Different fiscal periods supported
• Billable/non-billable time supported, as well as
  overtime
• Maximum 24 hours per day entry per resource
• Future time reporting
• More timesheets views

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P12 Timesheets - 2

• Can have two tasks with the same name
• Can start next weeks task this week
• Can set a resource as his or her own timesheet
  approver
• Allows administrative time/calendar exceptions

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P12 Timesheets - 3

• Approvals Audits Now possible
• Surrogate Timesheets
• For business users will let PM do their
  timesheets
• For all will allow easy vacation substitutes
• Closing Tasks enabled
• Resources now have a Timesheets Manager (does
  the global permissions) and a Default
  Assignments Owner (progresses the tasks)

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More on P12 Timesheets

• Can bulk create (but not bulk-delete!) 52 weeks
  of timesheets
• Workflow-based
• Accept
• Reject
• Recall
• Administrative Time with restrictions on who
  approves and the effects on availability

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Answers to Our Questions

• TimeControl (add-in module)
• Tracks Allocated Costs as we do
• Allows import/export of Excel and flat files
• Is process-oriented (customizable)
• Example rejected timesheets imports can follow
  a review/exception process that you design
• Allows procedures with vendors for faster payment
  and resulting discounts
• Integrates with P12, Project 2003, Primavera,
  Mercury, and other well known PMIS packages
• 120 a license in volume purchases over 100

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UMT Portfolio Management

• Portfolio Planner Designed to balance and align
  resource utilization with business demands, while
  allowing the flexibility to create multiple
  scheduling and resource capacity scenarios
• Portfolio Dashboard Designed to achieve full
  visibility over the status of project portfolios,
  enabling clients to make timely, fact-based
  decisions that optimize their companies'
  performance

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UMT Portfolio Management (continued)

• Portfolio Builder Designed as a single
  data-entry point to capture everything you need
  to know on each proposed project, from investment
  cost and benefits, to scope, dependencies, risk
  and alignment, to strategic objectives, which can
  then be used to generate business cases
• Portfolio Optimizer Designed to assist clients
  in aligning their project portfolio with business
  strategy and in optimizing the portfolio against
  multiple constraints, including cost and resource
  (See next slide)
• Works with P12, Project Pro 2003, Primavera,
  Mercury, other PMIS packages

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UMT Portfolio Management (continued)

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Project Pro Usability

• Scheduling is more Transparent
• Visibility of the effect of changes color-coded
• Task drivers warnings re specialness of tasks
• New Templates/Visual Reports, using Excel reports
  with charts and graphs for reporting
• Better data connectivity between Project Server
  and Project Pro
• Web service calls for data (v. ODBC)
• Incremental saves of data, even better
  performance
• Faster opening of files
• Use of local caching will improve response times

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Project Pro Usability (continued)

• More and better canned reports for Project Pro
• More visual data, more easily available through
  Excel charts (integration with reports)

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Questions?

• Perhaps some answers
• Reference materials
• Handouts from vendors and conference program
• DVDs are on the way