Microsoft Project Management and

AccountingProject Server/Solomon

Demonstration

May 2005

Synergy Business Solutions Inc.

(c) Microsoft, Inc. 2

Open MS Project

(c) Microsoft, Inc. 3

Create Task San Diego, Phoenix, Denver

(c) Microsoft, Inc. 4

Save Project Plan and Give Name – Solomon PMA Road Show

(c) Microsoft, Inc. 5

Link Project 080 and 1500

(c) Microsoft, Inc. 6

Add Event Manager S toth and Cindy Bechtel

(c) Microsoft, Inc. 7

Add Task Numbers 10, 20, 30

(c) Microsoft, Inc. 8

Save Project and Synchronize with Solomon

(c) Microsoft, Inc. 9

Show Profit Pane – No budget Info At this Point

(c) Microsoft, Inc. 10

Build Team – Make Assignments

(c) Microsoft, Inc. 11

Pick Cindy Bechtel and Stoth

(c) Microsoft, Inc. 12

Assign S toth to all tasks

(c) Microsoft, Inc. 13

Publish All Information

(c) Microsoft, Inc. 14

Show E-Mail Notification and Link to Project Web Access

(c) Microsoft, Inc. 15

Go to Documents

(c) Microsoft, Inc. 16

View and Upload Documents

(c) Microsoft, Inc. 17

New Document

(c) Microsoft, Inc. 18

Browse to Budget Excel Spreadsheet

(c) Microsoft, Inc. 19

Pick Budget

(c) Microsoft, Inc. 20

Save and Close

(c) Microsoft, Inc. 21

Note File Uploaded to Sharepoint

(c) Microsoft, Inc. 22

Open Excel Document – Enter Budget Information – Upload to Solomon

(c) Microsoft, Inc. 23

Open Solomon Project Budgeting

(c) Microsoft, Inc. 24

Note Completed Budget

(c) Microsoft, Inc. 25

View Detail To Update Project System

(c) Microsoft, Inc. 26

Approve Budget – Begin Processing

(c) Microsoft, Inc. 27

Go to Project Controller Review Project Setup by Project Server

(c) Microsoft, Inc. 28

Note Project Number (Event), Enter Company ID, GL Sub and Activate Project

(c) Microsoft, Inc. 29

Review Locations (Tasks) Note Integration with Project Server

(c) Microsoft, Inc. 30

Click on San Diego then Resources

(c) Microsoft, Inc. 31

Note who has been assigned to Task – Click On Assignment Inquiry

(c) Microsoft, Inc. 32

Enter Start Date 3/6/05 to 3/12/05 – Click OK

(c) Microsoft, Inc. 33

Open Budget Screen Note – Budget Data

(c) Microsoft, Inc. 34

Go To Accounts Payable to Process Vendor Invoice

(c) Microsoft, Inc. 35

Enter Vendor Invoice for $1,000

(c) Microsoft, Inc. 36

Go To Analyzer Module

(c) Microsoft, Inc. 37

Note Active Projects

(c) Microsoft, Inc. 38

Note Actual and ETC, EAC and Original Budget

(c) Microsoft, Inc. 39

Open Project Professional – Open Project

(c) Microsoft, Inc. 40

Click On San Diego and Profit Pane – Note Actual and Budget Information Available to PM in MS Project

(c) Microsoft, Inc. 41

Open Business Portal – Note Project

(c) Microsoft, Inc. 42

Drill Down to Details

(c) Microsoft, Inc. 43

View Details

(c) Microsoft, Inc. 44

Click On Task and Resource Schedule

(c) Microsoft, Inc. 45

Access Project Web Access Open Documents

(c) Microsoft, Inc. 46

Open Document Library

(c) Microsoft, Inc. 47

Open Shared documents

(c) Microsoft, Inc. 48

Open Budget – Update Budget EAC

(c) Microsoft, Inc. 49

EAC Update