OFC324Microsoft Project Server: Putting Enterprise Project Management (EPM) To Work

Sam Brooks

www.sambrooks.com

AgendaProject Guide

Project Server Architecture

Resource Management

Portfolio Modeling/Analysis

Integration with Microsoft Windows SharePoint Services

EPM Deployment Guide

Six Sigma Accelerator

Objectives

Discuss Enterprise Platform Core Features for Project Management

Understand Project Server Architecture

Discuss Project Server Use and Demonstrate Customization

Project Guide

The Project Guide Toolbar Command bar for top-level navigation

Contains buttons for goal areas in the Project Guide

Side Pane Displays tasks within each goal area of the Project Guide

Main View Area Views and pages depend on the task selected in the side pane

Project Guide Project Guide CustomizationCustomization

demodemo

EPM Architecture

SQL ServerSQL Server

Web ServersWeb Servers

ClientsClients

PS databasePS database WSS databaseWSS database

Microsoft Office Project Server 2003Microsoft Office Project Server 2003 WSS on Windows Server 2003WSS on Windows Server 2003

IEIEPWAPWAProjectProject

AdministrationAdministration

Link dataLink data

Project Server Database

Microsoft Project Server DatabaseMicrosoft Project Server Database

Microsoft Project2003 Tables

(MSP_*)

Project Web AccessTables

(MSP_WEB_*)

Cube Tables(MSP_CUBE_*)

View Tables(MSP_VIEW_*)

Resource Center

Allows managers to view and modify settings for enterprise resources

Allows for accessing detailed assignment and availability information

Resource Management

Project Web AccessCreate New Assignment

Resource Assignment View

Open Resource Button in Resource Center

Resource Center Enhancements

Resource Management

Project ProfessionalSkills

Multi value

Easier filtering

Soft BookingReserved/proposed, but free to over allocate

Locking in availability

Building a team, resource substitution, evaluating availability, creating reports

Value lists in Team Builder

Resource CenterResource Center

demodemo

Project Portfolio Management

Microsoft Office Project ProfessionalGroup on enterprise outline codes

Delete Projects

Microsoft Office Project Web AccessView Admin pages

Column width definition

Cell alignment

Splitter bar placement properties

Display renamed Custom Field Names

Filtering on Outline Codes

Architecture

Cube Build ServiceCube Build Service(PROJOLAP.DLL)(PROJOLAP.DLL)

Staging Staging TablesTables

MSP_CUBEMSP_CUBE

Create StagingCreate StagingTablesTables

Portfolio Portfolio AnalyzerAnalyzer

CubeCube

View TablesView TablesViews Publishing Views Publishing

ServiceService

GenerateGenerateCubeCube

Portfolio AnalyzerPortfolio Analyzer

demodemo

Project Server WSS Integration

SQL ServerSQL Server

Web ServersWeb Servers

ClientsClients

PS databasePS database WSS databaseWSS database

Microsoft Office Project Server 2003Microsoft Office Project Server 2003 WSS on Windows Server 2003WSS on Windows Server 2003

PWAPWAProjectProject

AdministrationAdministration

OLPOLP

Microsoft Office Project Microsoft Office Project Server with Windows Server with Windows SharePoint ServicesSharePoint Services

demodemo

Iterative Deployment Strategy

Proof of Concept

Limited Pilot

Departmental Deployment(s)

Enterprise Rollout

StageStage

TimeTime

Realities for Pilot

Expectation: Thinking that EPM pilots are very shortReality: Minimum of 8-12 weeks requiredMore time is required:

Lack of network readinessCustomer not understanding PMProject software training required

What is in the Deployment Guide?

Plan GuidePlan GuideEnterprise Enterprise ImplementatioImplementation Frameworkn Framework

(existing)(existing)

Build - Deploy Build - Deploy GuideGuide

For Business For Business PlannersPlanners……

For IT For IT Professionals, Professionals, AdministratorsAdministrators……

Sample DocsSample Docs

Vision/ScopeVision/Scope

Requirements docRequirements doc

ScheduleSchedule

Risk AssessmentRisk Assessment

Functional SpecFunctional Spec

Test PlanTest Plan

Links to Links to whitepapers, whitepapers,

training, training, other other

sourcessources

Be Prepared

Networking

SQL Server

OLAP

Microsoft Accelerator For Six Sigma

Required Microsoft Software:Enterprise Project Management (EPM)

Windows 2000 Server, Internet Information ServerSQL Server 2000Microsoft Project Server 2002SharePoint Team Services (part of Project Server 2002)Project Professional 2002Project Web Access

Microsoft Office 97 or later (Office XP required for Analysis and Modeling in Project Web Access)Exchange 2000 Server (provides email notifications).NET FrameworkVisio

OptionalData Analyzer (Advanced business intelligence analysis)BizTalk Server (provides connectivity to Business Data)SharePoint Portal Server (provides version control)

Conclusion

Project Guide

Project Server Architecture

Resource Management

Portfolio Modeling/Analysis

Integration with Microsoft Windows SharePoint Services

EPM Deployment Guide

Six Sigma Accelerator

Community Resources

Project Guide Editorhttp://msdn.microsoft.com/project

Data References

pjdb.htm & pjsvrdb.htm

EPM Deployment Guide

http://msdn.microsoft.com/technet

Six Sigma Acceleratorwww.microsoft.com/solutions/sixsigma

Community Resources

Community Resourceshttp://www.microsoft.com/communities/default.mspx

Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/

NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx

User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx

Suggested Reading And Resources

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© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.