Meet Project Server 2010

A Total EPM /PPM SolutionQuick viewSharon Summers

EPM Solutions Provider since 2001

Celebrating our 10 year Anniversary

Introducing: The EPM Dream Team

Where were we in the Past?

• Organizations built the standard Project Server stand alone application

• Organizations installed SharePoint 2007 along with Project Server 2007

• Organizations installed Portfolio Server as a separate instance of software

Project Server & SharePoint 2010

Project & Portfolio Management

• Integrated project and portfolio management• Changes in integrated project and portfolio

management include end-to-end demand management and portfolio analysis solutions, and the ability to manually schedule tasks and effectively schedule using a top-down (top-down estimating: An estimating method that uses the actual costs of a previous, similar project as the basis for estimating cost totals of a current project. This method is often used when there is limited information about the project.) approach.

Invest in your Portfolio

• Invest into your work• Manage Resources• Share with the Enterprise • Project and Portfolio

levels must be in sync• Build the appropriate

teams with time allowed.• Collaborate and Report• Make the user

experience easy• Scale your project

information up or down• Enhance Project Reports• Connect Platforms

Project Server 2010 Engagement Strategy

• Build your PMO Assessment• Capture PMO Process & Technology Requirements• Map Technology to Business Requirements• Build 2010 Technology as well as PMO roadmap as

PMO may be on lower maturity level than the tool• Re-engineer 2007 PMO Process to 2010 Process• Provide Timeline, Plan and Costs for 2010 Rollout

Create Plan from Template

Creating a Plan in 2010

• Build your project plan on the web• Assess the level of tasks to be reported on within the tool• Determine if a more detailed plan is required outside of

the tool .• Server Performance is key so test your environment in a

Playground or Development area.• Ensure the Dev area replicates your real environment.• Assess what roles need what versions i.e., Project

Professional Pro Desktop 2010 vs. PWA only.• ITVAMP has a best practice for the role assignments

Build a Web based Plan

Project Server 2010 Planning

• As in 2007 you can Collaborate and Publish• Select the Level of tasks to report in on the Project Server.• Understand the difference between SharePoint workflow for

approvals and PMO Process Workflows• Build SDLC in Templates• Customize the Enterprise Templates• Create PMO Packages designed by Project Criteria• Build in an RBS• Use Visio to build WBS linked to Project Server 2010.• Web Access for designated roles

Your Gantt Chart on the Web

Project Server 2010 Teams

• Build your Team and review the Allocation while performing your booking

• Use a graphical format to review resources• ITVAMP provides support and Resource Pool builds and

Allocation Reports• PMO Assessment• Capture PMO Process & Technology Requirements• Map Technology to Business Requirements• Build Technology as well as PMO roadmap as PMO may be

on lower maturity level than the tool.

The new Team Builder

Project Proposal Workflow

PMO Process Workflows

• Build your SDLC in SharePoint • Link directly to your PMO package

Deliverables• Customize your Gates and link to SharePoint

Approvals.• Define Where you will place $Funding Gates• Guide your project managers through the

process

Optimize your Portfolio

Manage your Portfolio

• The purpose of Portfolio Management is t manage your portfolio

• Find an Automatic Savings for your CIO or CEO• Consolidate Projects• Manage your Demand• Do not Approve Every Build your SDLC in SharePoint • Link directly to your PMO package Deliverables• Customize your Gates and link to SharePoint Approvals.• Define Where you will place $Funding Gates• Guide your project managers through the process

Manage Financials

Manage your Financials

• Build in Estimates to Complete• Check your Estimation Accuracy• Check your Portfolio Actual Rollups• Project Server Financials will link to other

Financial Applications i.e.; SAP, Hyperion, PeopleSoft Financials

• Warning! Build your Financial Management Process 1st. Do not build Financials in Project Server without a defined process.

Impact Questionnaire

Resource Plan in Project 2010

Resource Management Guide

• In order to 100% Resource Manage here are the items you need to know:– Resources are not just People– Carry an Operations bucket of time– Add in Administrative hours for each resource as

Admin Time– Configure Time and Reporting in Project Server 2010– New Resource Management roles are required:

• Resource Manager, Resource Analyst, Resource Administrator

Risk Evaluation form in 2010

Build PMO Templates & Forms

• Use InfoPath or Visual Studio to make live templates & forms in Project Server 2010

Project Health Map

Portfolio Timeline

Resource Optimizer

Scenario Planning

Project Reporting in 2010

Dashboards by Department

Project Dashboard via Phases

“PMO Out of the Box” 2010

PMO Build a complete Process DeliveryOverviewSharon Summers

EPM Solutions Provider since 2001Celebrating our 10 year Anniversary

PMO Process Workflow

• Build your PMO in 1 Year Complete!

• Imagine your Customized PMO build complete with Methodology, Process, SDLC, Templates & Branding of Forms as well as your Project Server 2010 EPM Technology built in 1 year!

• 1 Process Area per month x 12 Key Areas (includes sub-workflows)

• Includes your PMO SharePoint site design!

PMO Organization

• Build your PMO Organization• Select the PMO Hierarchy

and Roles• ITVAMP will assist you in

selecting the roles for your organization for an internal PMO

• Determine your EPMO structure Corporate or IT PMO

• Corporate PMO’s make mandates.

• IT PMO’s have a harder time with Methodology Acceptance.

PMO Process Framework

• Begin with a Framework

PMO Process Workflow

• Build your PMO with Visio 2010

• Customize your PMO with Process and Sub-Process Levels with inputs and outputs as well as artifacts or deliverables.

PMO Maturity Levels

• Build up to Portfolio Management• Manage and

Optimize your Portfolio

• Consolidate Projects & Programs

• See Immediate $avings per year with a Level % Portfolio Management Process.

Marketing & Press

• Sharon Summers interviews in PM Magazine• This article highlights the

sensible way to handle Financial Management in this economy

• “There is no need to cut resources if you manage your portfolio of projects.”

• Sharon sites and example of savings in the millions she found for an organization

ITVAMP Podcast

• Listen to Sharon Summers’ IT Podcast Management • Listen for Tips on

EPM and PPM as well as Portfolio Management Practices

• How to build a PMO Right!

• Corporate or Non Corporate PMO that is the Question!

Join me on LinkedIn

• Join Sharon on Social Media• Listen for Tips on

EPM and PPM as well as Portfolio Management Practices

• How to build a PMO Right!

• Corporate or Non Corporate PMO that is the Question!

See my Video on You Tube

• EPM + SAP + HR = PMO Connections