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PMO AND EPM TOOLPMO AND EPM TOOL

AUTHOR: AHMAD HAMMOUD SR. PROJECT MANAGEMENT CONSULTANTPMP- CPM – IBA- MNLP –PMOC- ISO9001 - MSE

( MS-PROJECT SERVER ( MS-PROJECT SERVER 2013)2013)

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• Introduction

• PMO and EPM Methodology and Tool.

• MS-Project Server main functions

• MS-Project sever Dashboard• SharePoint Workflow Today• SharePoint 2013 Workflow Architecture

• EPM Deployment Architecture

• EPM & ALM Integrated Solution

• Info Path

• Questions

Agenda

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Introduction

acceptance

Accounting

Finance

Exploration

Cost account Assets

FUTURE „PMIS Domain“

Designing

Building

Integration

Customization

Business Case

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• Introduction

• PMO and EPM Methodology and Tool.

• MS-Project Server main functions

• MS-Project sever Dashboard• SharePoint Workflow Today• SharePoint 2013 Workflow Architecture

• EPM Deployment Architecture

• EPM & ALM Integrated Solution

• Info Path

• Questions

Agenda

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The PMO apply the EPM (enterprise project management) methodology:

•Enterprise Project Management is a way of thinking, communicating and working, supported by an information system, that organizes enterprise's resources in a direct relationship to the leadership's vision and the mission, strategy, goals and objectives that move the organization forward.•An even more recent evolution in Enterprise Project Management is to not only plan and track the existing set of projects, but to create a portfolio (per budget size, per calendar year, per budget year, per business line, et cetera) of existing and future (demand) projects. This is called Project Portfolio Management•Project Portfolio Management approach includes the creation of various scenarios to decide which is the best portfolio (for a certain year, business, budget, etcetera). Once the contents of the portfolio are agreed upon, it is key to constantly scrutinize how the individual projects are evolving in terms of quality, cost and schedule

PMO and the EPM Methodology and Tools

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PMO and the EPM Methodology and Tools

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Portfolio Management Methodology:•The Portfolio management Actions:

PMO and the EPM Methodology and Tools

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PMO and the EPM Methodology

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Portfolio Management Methodology:•Main Challenges:

Getting Portfolio Management started. Developing an initial portfolio Prioritizing and balancing portfolio Delivering overall portfolio benefits Dealing with tensions between Portfolio and Business/ operational

objectives. Securing and developing people with the right portfolio skills/ capabilities. Putting in the place the right tools and techniques to support Portfolio

Management. Achieving the goals set for a Portfolio Management function.

PMO and the EPM Methodology and Tools

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• Implementing an Enterprise Project Management toolset needs to be considered in the light of the organization's Project Management Maturity, where applied from the Portfolio and PMO.

• The executives levels expects PMOs to function in the following areas:1. Project support: Provide project management guidance to project managers in business

units

2. Project management process/methodology: Develop and implement a consistent and standardized process

3. Training: Conduct training programs or collect requirements for an outside company

4. Home for project managers: Maintain a centralized office from which project managers are loaned out to work on projects

5. Internal consulting and mentoring: Advise employees about best practices

6. Project management software tools: Select and maintain project management tools for use by employees

7. Portfolio management: Establish a staff of program managers who can manage multiple projects that are related, such as infrastructure technologies, desktop applications and so on, and allocate resources accordingly

PMO and the EPM Methodology and Tools

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Introduction

PMO and PMIS:

Methodology (Official act) PMIS

Templates: Project Charter, Scope statement, WBS, Risk register, Change request, Reports

Project plan templates, Project document templates

Processes: Initiating, ICC, Procurement, Closing Portfolio, Workflows , InfoPath

Monitor & Control Business Inteligence (BI)reports

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• Introduction

• PMO and EPM Methodology and Tool.

• MS-Project Server main functions

• MS-Project sever Dashboard• SharePoint Workflow Today• SharePoint 2013 Workflow Architecture

• EPM Deployment Architecture

• EPM & ALM Integrated Solution

• Info Path

• Questions

Agenda

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Microsoft EPM – Product Features

Single platform for all stakeholders to collaborate on project tasks & reports

Mange all project initiatives, proposals, projects, programs & portfolios

Maintain master resource repository and manage resource sharing

Track resource availability & utilization across projects & programs

Manage all project issues, risks, documents, checklists & forms centrally

Project, Program & Portfolio level reporting & dashboards

Real time project performance visibility against project baselines and forecasts

Compliance to organization project mgmt processes

Global Projects collaboration

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Project Performance Dashboard

EPM Dashboards

Mainly the Dashboard results can give another strong value on the portfolio management actions

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MS TFS(team foundation server) and EPM Functions Map

Schedule MgmtSchedule Mgmt

Resource MgmtResource Mgmt

Project ReportingProject Reporting

Demand MgmtDemand Mgmt

Portfolio SelectionPortfolio Selection

Issues MgmtIssues Mgmt

Risks MgmtRisks Mgmt

Portfolio ReportingPortfolio Reporting

Program MgmtProgram Mgmt

Team Work SpacesTeam Work Spaces

Timesheet MgmtTimesheet Mgmt

Financial MgmtFinancial Mgmt

Project & Portfolio Management Application Lifecycle Mgmt

Workflows & FormsWorkflows & Forms

Code Version ControlCode Version Control

Team BuildsTeam Builds

Work ItemsWork Items

Test casesTest cases

Testing ResultsTesting Results

Quality ReportingQuality Reporting

Project DocumentsProject Documents

Configuration MgmtConfiguration Mgmt

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MS-Project server 2013 and Workflow features

Workflow actions

Workflow actions

These some of the portfolio actions

These some of the portfolio actions

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MS-Project server 2013 and Portfolio management features

• Apply s the Governance portfolio management actions and reports.

• Add organizational strategic objectives, goals (KPI’s), and prioritize each one of them.

• Add the initiatives that generated from the organizational strategic objectives, and goals (KPI’s).

• Generate the programs / projects from the initiatives and connected with the strategic objectives, and goals (KPI’s).

• Can prioritize the initiatives , therefore the programs and/or projects too.

• Review and analyze the initiatives. So we can select the suitable initiative that fit with our objectives and available resources .

• Define and track the enterprise resource pool to the organization.

• View all enterprise reports.

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Portfolio features example

Can view the programs, projects and initiatives with different

ways

Can view the programs, projects and initiatives with different

ways

The portfolio section

The portfolio section

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Portfolio features example

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Portfolio features example

Create/ edit initiatives

Create/ edit initiatives

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Portfolio features example

Portfolio analysis

Portfolio analysis

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• The MS-Project sever2013 apply s the Governance workflows using SharePoint Designer 2013. which allow you to build your workflow processes automation (non-programmers).

• The Workflow actions can be for ay objectives in the MS-Project server or SharePoint 2013. Example of objectives: Tasks Documents Projects Permissions (Grant/ Revoke authentications and authorizations) Create / Delete Workspaces (Sites). Others

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• Tasks Actions:– Assign a Form to a Group– Assign a To-Do Item– Collect Data from a User– Based on the approval workflows

• Start Approval Process• Start Feedback Process• Start Custom Task Process (build your own)

– Modify in SharePoint Designer– Included as Sub Process (within your workflow)– Your workflow pauses until Task Action Completes– Task and Approval Actions– Assign a Task– Start a Task Process

MS-Project server 2013 and Workflow features

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• Documents Actions:– Capture a version of the Document Set– Send Document Set to Repository– Set Content Approval Status for the Document Set– Start Document Set Approval Process

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• Permission Actions:– Add List Item Permissions– Inherit List Item Parent Permissions– Remove List Item Permissions– Replace List Item Permissions

MS-Project server 2013 and Workflow features

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Workflow Stage

Workflow stages overview

Workflow stages overview

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MS-Project server 2013 and Workflow featuresSharePoint 2013 Workflow: Project Server

• Demand Management• PWA Sites• Stages• Actions

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MS-Project server 2013 and Workflow featuresSharePoint 2013 Workflow: Project Server

FORMS WORKFLOW

DATA REPORTS

Faster Forms. More Control. Deliver outcomes.

One truth. Multiple sources. Visibility matters.

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MULTIPLE WORKFLOW DESIGNERS

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• Introduction

• PMO and EPM Methodology and Tool.

• MS-Project Server main functions

• MS-Project sever Dashboard• SharePoint Workflow Today• SharePoint 2013 Workflow Architecture

• EPM Deployment Architecture

• EPM & ALM Integrated Solution

• Info Path

• Questions

Agenda

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EPM Deployment Architecture

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• Introduction

• PMO and EPM Methodology and Tool.

• MS-Project Server main functions

• MS-Project sever Dashboard• SharePoint Workflow Today• SharePoint 2013 Workflow Architecture

• EPM Deployment Architecture

• EPM & ALM Integrated Solution

• Info Path

• Questions

Agenda

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• The Project Initiation phase is different for every customers and organizations. It typically requires a set of custom attribute to be filled in a custom form and then it needs to go through a custom approval process workflow reviewed by all key decision makers.

• Through the InfoPath, you can build the files of your projects on the Forms and go through the workflow based on your needs.

Info Path

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• This following picture shows the properties of project name “PRJZ01” after it got created and published :

Info Path

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InfoPath- Example

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• Introduction

• PMO and EPM Methodology and Tool.

• MS-Project Server main functions

• MS-Project sever Dashboard• SharePoint Workflow Today• SharePoint 2013 Workflow Architecture

• EPM Deployment Architecture

• EPM & ALM Integrated Solution

• Info Path

• Questions

Agenda

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Questions

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