1. Today’s presentation: Microsoft Office Project The Next Version MPA-SFBA June 1, 2006 Microsoft Corporation  Doc Dochtermann, PMP  Derek Loar, PMP Microsoft Corporation  Doc Dochtermann, PMP  Derek Loar, PMP

2. Presenters Mark “Doc” Dochtermann, PMP, CISSP, MSP Black Belt, EPM Technology Solutions Professional for Microsoft Derek Loar, PMP, Services Executive for Microsoft Consulting Services Mark “Doc” Dochtermann, PMP, CISSP, MSP Black Belt, EPM Technology Solutions Professional for Microsoft Derek Loar, PMP, Services Executive for Microsoft Consulting Services

3. Agenda CHAOS Portfolio and Project Management New Functionality EPM Deployment Expectations Q&A CHAOS Portfolio and Project Management New Functionality EPM Deployment Expectations Q&A

4. CHAOS

5. Definition From Wikipedia, the free encyclopedia CHAOS derives from the Greek Χάος and typically refers to unpredictability. In the metaphysical sense, it is the opposite of law and order: unrestrictive, both creative and destructive.

6. Definition From Wikipedia, the free encyclopedia CHAOS derives from the Greek Χάος and typically refers to unpredictability. In the metaphysical sense, it is the opposite of law and order: unrestrictive, both creative and destructive.

7. CHAOS in Sports

8. CHAOS in Art

9. CHAOS Sculpture

10. CHAOS Router Chip

11. CHAOS Zone Software Risk Management - White Paper Author: Brian A. Will Software Risk Management - White Paper Author: Brian A. Will

12. The Standish Group, 2005 Year: 2004, Source: CHAOS surveys conducted from 1994 to Fall 2004 Results: shows average percent of cost above their original estimate CHAOS in Project Management

13. Cost Overruns Cost Overruns The Standish Group, 2005

14. Time Overruns The Standish Group, 2005

15. Feature And Function The Standish Group, 2005

16. The KPMG International 2002-2003 Program Management Survey * interviewed 230 organizations in 15 countries, including the Asia- Pacific region. It revealed that 59 per cent of the organizations surveyed had failed projects. The average cost of these failures across all participants was $10.4 million USD. Further, the survey showed that only around 10% of projects come in ‘on time’; less than 20 per cent came in ‘on budget’ – and only around 50 per cent of those projects that were evaluated even meet sponsor expectations. * KPMG’s International 2002-2003 Program Management Survey www.kpmg.com.au/Portals/0/irmprm_pm-survey2003.pdf KPMG Research Results

17. The KPMG International 2002-2003 Program Management Survey * interviewed 230 organizations in 15 countries, including the Asia- Pacific region. It revealed that 59 per cent of the organizations surveyed had failed projects. The average cost of these failures across all participants was $10.4 million USD. Further, the survey showed that only around 10% of projects come in ‘on time’; less than 20 per cent came in ‘on budget’ – and only around 50 per cent of those projects that were evaluated even meet sponsor expectations. * KPMG’s International 2002-2003 Program Management Survey www.kpmg.com.au/Portals/0/irmprm_pm-survey2003.pdf KPMG Research Results

18. Failing to plan is planning to fail! Dr. Kerzner, Advanced Project Management, Best Practices on Implementation, 2 nd Edition

19. The primary benefit of NOT planning is that failure will come as a complete surprise rather than being preceded by a period of worry and depression. Dr. Kerzner, Advanced Project Management, Best Practices on Implementation, 2 nd Edition

20. The Chaos Ten Recipe for project success User Involvement12 Executive Management Support21 Clear Business Objectives34 Experienced Project Manager43 Minimizing Scope and Requirements55 Iterative and Agile Process6 Skilled Resources7 Formal Methodology88 Financial Management9 Standard Tools and Infrastructure106 Firm Basic Requirements7 Reliable Estimates9 Other10 20052000 The Standish Group, 2005

21. The Chaos Ten Recipe for project success User Involvement12 Executive Management Support21 Clear Business Objectives34 Experienced Project Manager43 Minimizing Scope and Requirements55 Iterative and Agile Process6 Skilled Resources7 Formal Methodology88 Financial Management9 Standard Tools and Infrastructure106 Firm Basic Requirements7 Reliable Estimates9 Other10 20052000 The Standish Group, 2005

22. Strategic Competency Strategic Competency Is the Pathway to Sustained Competitive Advantage Sustained Competitive Advantage Is the Foundation for Project Management Competencies Project Management Competencies Is the Source of Project Management Skills Project Management Skills Leads to Immaturity Maturity Excellence Project Management Training Project Management Training Dr. Kerzner, Advanced Project Management, Best Practices on Implementation, 2 nd Edition 7. Skilled Resources PM Competency

23. PM Career Path Within Organizations Across all countries 17% have formal, clearly defined, written career paths 56% have informal or unstated career paths 27% have no career path Across all countries 17% have formal, clearly defined, written career paths 56% have informal or unstated career paths 27% have no career path PMI Executive Survey-2004

24. PMI’s CareerFramework Professional Competencies Interpersonal Competencies Leadership Competencies

25. 10. Standard Tools and Infrastructure Project Management is the ownership of a solution from start to finish, until all expectations are met.

26. Portfolio and Project Management

27. Evolution Microsoft Project Microsoft Project 98 Microsoft Project 1- 4.x Microsoft Project 2000 Microsoft Project 2002 Microsoft Office Project 2003 Microsoft Office Project 2007

28. Portfolio, Resource, Project Management Tools, Technology, Training and Knowledge Transfer Alignment with Business Objectives Integrated Delivery Framework Real-time Executive Decision Support Collaboration and Project Management Project Portfolio Management Programs, Initiatives Corporate Strategy Investment, Resource and Prioritization Decisions Integrated Portfolio of Managed Projects Consistent, Repeatable Project Delivery Enterprise Resource Management Projects Need for VISIBILITY, INSIGHT and CONTROL of projects and resources within departments and across the organization.

29. Microsoft Office Project The Next Version

30. Portfolio & Program Management Request Management Business Case Development Portfolio Prioritization / Valuation GovernanceProcessDefinition Governance Process Definition Portfolio Optimization / Selection Program & Portfolio Reporting Benefits Realization Project Planning Status Reporting Resource Management Time Reporting Change Management Earned Value Analysis Cost Management Issue Management Risk Management Project Management Business & Technology Stakeholders Portfolio and Project Management

31. Portfolio & Program Management Request Management Business Case Development Portfolio Prioritization / Valuation GovernanceProcessDefinition Governance Process Definition Portfolio Optimization / Selection Program & Portfolio Reporting Benefits Realization Project Planning Status Reporting Resource Management Time Reporting Change Management Earned Value Analysis Cost Management Issue Management Risk Management Project Management Business & Technology Stakeholders Have I selected the right investments?      Do the investments align with the strategic objectives? Do I have sufficient resources to deliver the selected investments? Are my investments delivering the forecasted benefits? Will the investments be delivered on time and within budget? Portfolio Management answers the following questions: Portfolio Management

32. CreateSelectPlanManage PPM Lifecycle Steps: Gov Phases: Project Portfolio Server Final Approval Baseline Microsoft EPM Solution: Portfolio Dashboard Portfolio Optimizer Portfolio Builder Complete Project Request Form 1 st Review 2 nd Review Resource Requirements Business Case Development Cost Estimates Risk Assessment Phase & Milestone Planning Strategic Alignment Assessment 2 1 4 5 6 Benefit Forecasts 3 Portfolio Prioritization Strategic Value Financial Value Risk Value Portfolio Optimization Charting Analysis Constraint Analysis Adv Portfolio Analytics 1 2 3 1 2 3 Portfolio Selection Detailed Planning Develop Project Plan Assign Named Resources Define Inter-dependencies 1 2 3 Project Tracking Time Reporting 1 3 Issues & Risk Mgt Document Mgt 4 5 Team Collaboration 6 Resource Mgt 2 Portfolio Tracking Change Request Mgt Status Reporting Portfolio Re-Optimization 1 2 3 Completed

33. Portfolio & Program Management Request Management Business Case Development Portfolio Prioritization / Valuation GovernanceProcessDefinition Governance Process Definition Portfolio Optimization / Selection Program & Portfolio Reporting Benefits Realization Project Planning Status Reporting Resource Management Time Reporting Change Management Earned Value Analysis Cost Management Issue Management Risk Management Project Management Business & Technology Stakeholders What deliverables are produced?      Will the deliverables be completed on time and within budget? What are the current issues impeding the success of the project? What changes are requiring a rework of the project scope, resources, schedule? What are the potential risks that require mitigation or avoidance? Project Management answers the following questions: Project Management

34. Project Server

35. Fundamentals Make it more secure, manageable and reliable Enterprise Content Management Streamline Processes and Content Management Communication and Collaboration Simplify Working Together Business Intelligence Improve Business Insight Individual Impact Increase employee self-sufficiency and effectiveness Microsoft EPM Solution New World of Work

36. Project Server 2007 Goals Great Extensibility Low Barrier to Entry Less Time to Solutions Improve Developer Productivity Firewall Friendly Development Platform Partner Opportunity Great Extensibility Low Barrier to Entry Less Time to Solutions Improve Developer Productivity Firewall Friendly Development Platform Partner Opportunity

37. Project Server Interface PSI New Server API – Replaces PDS All Clients Communicate with the Server via Web Services Extensive Data and Functionality Coverage over 350 public methods Accessed via SOAP over HTTP Firewall friendly (works over port 80, 443) New Server API – Replaces PDS All Clients Communicate with the Server via Web Services Extensive Data and Functionality Coverage over 350 public methods Accessed via SOAP over HTTP Firewall friendly (works over port 80, 443)

38. Project Server 2007 Architecture SQL Server ServerEventingSystem ServerQueuingSystem DraftPublishedReportingArchive Project Server Platform PSI ProjectProfessionalInternetExplorerWebServices UI Tier HTTP/SOAP SOAP Cache Project Web Access

39. Custom Fields Lookup Tables Notifications Object Link Provider AdminAssignmentCalendar Cube Admin Statusing Status Reports TimesheetViews Project Queue System Resource Resource Plans Rules 320 PSI methods Project Server 2007 Web Services

40. Project Server 2007 Programmability New Server API Web Services Server Side Events Reporting Data-base Server Scheduling Engine WSS Platform Continued support for VBA in Pro New Server API Web Services Server Side Events Reporting Data-base Server Scheduling Engine WSS Platform Continued support for VBA in Pro

41. Project Server 2007 Architecture Summary Improved Productivity Improved Performance Extensive Data and Functionality Coverage Development - Developing in Manage Environment (C#, VB.NET, ADO etc) Plays well with Service Oriented Architecture Improved Productivity Improved Performance Extensive Data and Functionality Coverage Development - Developing in Manage Environment (C#, VB.NET, ADO etc) Plays well with Service Oriented Architecture

43. New Functionality Progress and Time Tracking

44. To enable broader enterprise use of Project timesheets while providing complete insight to all work performed by users of Project Server Broader Adoption Enterprise Ready Visibility and Insights To enable broader enterprise use of Project timesheets while providing complete insight to all work performed by users of Project Server Broader Adoption Enterprise Ready Visibility and Insights Progress & Time Tracking Vision

45. An Evolutionary Journey 2002: Team Members track project and non project time in Project Server 2003: Enterprise integration via the PDS; Managed periods and adjustments Project Server 2007: Separation of work and effort; Inclusion of ad-hoc tasks and timesheet gets elevated to a first class object 2002: Team Members track project and non project time in Project Server 2003: Enterprise integration via the PDS; Managed periods and adjustments Project Server 2007: Separation of work and effort; Inclusion of ad-hoc tasks and timesheet gets elevated to a first class object

46. Getting Started Periods Fiscal Periods 4,5,4 – 4,4,5 – 5,4,4- 13x4 and Calendar years Edit monthly period end dates and start of next date adjusts automatically Timesheet Periods Period names with format template Bulk create mode Periods Fiscal Periods 4,5,4 – 4,4,5 – 5,4,4- 13x4 and Calendar years Edit monthly period end dates and start of next date adjusts automatically Timesheet Periods Period names with format template Bulk create mode

47. Getting Started Settings Use of Billable/Non Billable and Overtime Track Time in hours or parts of a day Set Display Granularity (Week or Day) Limits Maximum hours per timesheet Minimum hours per timesheet Maximum hours per day Future Time Reporting Auditing Settings Use of Billable/Non Billable and Overtime Track Time in hours or parts of a day Set Display Granularity (Week or Day) Limits Maximum hours per timesheet Minimum hours per timesheet Maximum hours per day Future Time Reporting Auditing

48. Getting Started Administrative time Non Working time (Calendar Exceptions) Working time (Equivalent to a task assignment) Administrative categories are user defined and grouped by organization Administrative time Non Working time (Calendar Exceptions) Working time (Equivalent to a task assignment) Administrative categories are user defined and grouped by organization

49. Progress & Time Tracking Summary Separation of Work and Effort Enterprise Ready Improved Management of Administrative Time Separation of Work and Effort Enterprise Ready Improved Management of Administrative Time

50. New Functionality Project Server 2007 Reporting

51. Microsoft’s BI Vision Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions

52. Microsoft Office SQL Server Portal(SharePoint) End-user Analysis (Office) Team and End User Tools Scalable Reports (Reporting Services) OrganizationalTool Business Performance (Business Scorecard Manager) Microsoft’s BI Framework Complete, accessible, designed for broad usage Data Warehouse (SQL Database Management System) Integrate (Integrated Services) Analyze (Analysis Services) BIPlatform Report (Reporting Services)

53. Project Reporting SQL database Project Web Access 2007 supports: Build and customize Analysis Services cubes Centralized location for SQL Reporting Server reports Project Reporting SQL database Project Web Access 2007 supports: Build and customize Analysis Services cubes Centralized location for SQL Reporting Server reports Project Server 2007 Reporting Inline with Microsoft’s BI Platform Data Warehouse (SQL Database Management System) Integrate (Integrated Services) Analyze (Analysis Services) Report (Reporting Services) BIPlatform

54. Dedicated SQL database for Reporting Three core schemas EPM data Timesheet data Collaboration data Dedicated SQL database for Reporting Three core schemas EPM data Timesheet data Collaboration data Project BI Platform SQL Database Timesheet Schema Collaboration Schema Core EPM Schema

55. Several out of the box cubes Project, Assignment, Tasks, Resources, Timesheets, Issues, Risks, Deliverables 3 Virtual Cubes (including backwards compatible Portfolio Analyzer cube) Improved Cube Building Services scheduling and status interface Fully customization support through the user interface using Enterprise Custom Fields Several out of the box cubes Project, Assignment, Tasks, Resources, Timesheets, Issues, Risks, Deliverables 3 Virtual Cubes (including backwards compatible Portfolio Analyzer cube) Improved Cube Building Services scheduling and status interface Fully customization support through the user interface using Enterprise Custom Fields Project BI Platform OLAP Database

56. Reporting Flow Individual end user (Excel, Project Server Data Analysis) Team level (Excel Web Rendering, SharePoint) Organizational level (Business Scorecard Manager, SQL Report Server)

57. Manageable views of Project cubes’ data - in a web part form! End User Reporting Data Analysis in Project Server

58. Rich analytics capabilities with Pivot Tables and OLAP formulas End User Reporting Excel 2007 Key features: Improved Pivot Table experience Conditional formatting More formatting flexibility

59. Visual Reports Create visual reports in Excel and Visio with Project data Pivot-Tables (Excel) Charts and Graphs (Excel) Hierarchical Diagrams (Visio) Live analytics (data-bound) Out of Box Visual Reports Share library of custom reports Export project data to OLAP cubes Create visual reports in Excel and Visio with Project data Pivot-Tables (Excel) Charts and Graphs (Excel) Hierarchical Diagrams (Visio) Live analytics (data-bound) Out of Box Visual Reports Share library of custom reports Export project data to OLAP cubes

60. Supports thin rendering of Excel workbooks Allows users to refresh external data sources (i.e. Pivot Tables) Integrated with SharePoint to provide data connection management Office Data Connection (ODC) library Supports thin rendering of Excel workbooks Allows users to refresh external data sources (i.e. Pivot Tables) Integrated with SharePoint to provide data connection management Office Data Connection (ODC) library Team Level Reporting Excel Web Services

61. Centralized Report Center with rich collaboration capabilities Easily create Key Performance Indicators (KPIs) Calculations that drive visual indicators Quick and easy way to “manage by exception” Set & Monitor Goals Monitor the trend, up or down Supports Excel, Lists and static data sources Centralized Report Center with rich collaboration capabilities Easily create Key Performance Indicators (KPIs) Calculations that drive visual indicators Quick and easy way to “manage by exception” Set & Monitor Goals Monitor the trend, up or down Supports Excel, Lists and static data sources Team Level Reporting SharePoint Portal

62. Allows decision makers to analyze the performance of the organization business’ objectives Provides integration of Project metrics with metrics across your business Allows decision makers to analyze the performance of the organization business’ objectives Provides integration of Project metrics with metrics across your business Organizational Reporting Business Scorecard Manager

63. Scalable server reports Allows users to report against Project’s Reporting database or cubes Fully integrated with Project Web Access Programmable interface in Microsoft Visual Studio enables powerful customization Scalable server reports Allows users to report against Project’s Reporting database or cubes Fully integrated with Project Web Access Programmable interface in Microsoft Visual Studio enables powerful customization Organizational Reporting SQL Report Server

64. Easy to Use Access from Familiar End User Tools It’s Enterprise Ready Supporting Scalable Reports Provides any Individual in your Organization the Power to Align their Projects Work with the Organization Business Objectives Easy to Use Access from Familiar End User Tools It’s Enterprise Ready Supporting Scalable Reports Provides any Individual in your Organization the Power to Align their Projects Work with the Organization Business Objectives Project 2007 Reporting Summary

65. New Functionality Project 2007 Server Features

66. Working On The Road Facts of Life Project managers work on the road Big projects need fast performance and rock-solid reliability … from anywhere Need visibility and control of cross-project dependencies Project 2007 Solutions include … Local Cache Optimized, Transacted Messaging Save and Publish Project Server Custom Fields (Unlimited) Update Projects on Project Server Deliverables Facts of Life Project managers work on the road Big projects need fast performance and rock-solid reliability … from anywhere Need visibility and control of cross-project dependencies Project 2007 Solutions include … Local Cache Optimized, Transacted Messaging Save and Publish Project Server Custom Fields (Unlimited) Update Projects on Project Server Deliverables

67. Local Cache Pro Reads/Writes to Cache Cache Service Sends Differences to/from Project Server Differences Sent as SOAP messages Messages are Transacted Results Pro performs as if opening or saving a file = FAST! Cache synchs to server as available = JUST WORKS! Messages are transacted = RELIABLE! All messages are over HTTP = SECURE! Pro Reads/Writes to Cache Cache Service Sends Differences to/from Project Server Differences Sent as SOAP messages Messages are Transacted Results Pro performs as if opening or saving a file = FAST! Cache synchs to server as available = JUST WORKS! Messages are transacted = RELIABLE! All messages are over HTTP = SECURE!

68. Project 12 Architecture ServerEventingSystem ServerQueuingSystem DraftPublishedReportingArchive Project Server Platform PSI ProjectProfessionalInternet Explorer 6 WebServices UI Tier HTTP/SOAP SOAP Cache Project Web Access

69. (Save) And Publish Save Saves to Project Server Changes are private! Publish Saves to Project Server only if needed Changes to project are pushed to views and reports Results Security of backed up data Performance and control (privacy) of local file Save Saves to Project Server Changes are private! Publish Saves to Project Server only if needed Changes to project are pushed to views and reports Results Security of backed up data Performance and control (privacy) of local file

70. Custom Field Improvements Unlimited Server Custom Fields Defined on Project Server As many as you like for all field types Look-Up Tables Can be sorted by ID = WYSIWYG Multi-Value Fields Supported for all field types Unlimited Server Custom Fields Defined on Project Server As many as you like for all field types Look-Up Tables Can be sorted by ID = WYSIWYG Multi-Value Fields Supported for all field types

71. Updates On Project Server Update via Project Pro or PWA View submitted actuals Preview impact on project schedule Server-side Scheduling Server-Side Formula Field Updates Notifications of Updates on Project Open Programmatic Interface Update via Project Pro or PWA View submitted actuals Preview impact on project schedule Server-side Scheduling Server-Side Formula Field Updates Notifications of Updates on Project Open Programmatic Interface

72. Server Side Projects Programmatically Manage Server Projects Create/Read/Update/Delete Server Side Scheduling engine Project Pro round trip not necessary to schedule a project Data transferred via ProjectDataSet Programmatically Manage Server Projects Create/Read/Update/Delete Server Side Scheduling engine Project Pro round trip not necessary to schedule a project Data transferred via ProjectDataSet

73. Deliverables Manage Communication Between Teams Only share important dates Receive notification of changes Report on deliverable progress Audit changes to deliverables PM controls impact to project schedule Decides if and when deliverable changes Control impact of dependency Manage Communication Between Teams Only share important dates Receive notification of changes Report on deliverable progress Audit changes to deliverables PM controls impact to project schedule Decides if and when deliverable changes Control impact of dependency

74. P12 as a Development Platform Scheduling engine on Server!!! PSI (new PDS) now enormously enhanced for development Security flow through Project Server (no direct through database) Server Side Eventing (access to queue) Database Restructure PWA ASP Replacement with WSS Integration Scheduling engine on Server!!! PSI (new PDS) now enormously enhanced for development Security flow through Project Server (no direct through database) Server Side Eventing (access to queue) Database Restructure PWA ASP Replacement with WSS Integration

75. Project 12 is the Best Project Ever! Easier to get Started … for Everyone Improved Visibility for you, your Team, and Project Stakeholders Designed to Work Great on the Road Project 12 is the Best Project Ever! Easier to get Started … for Everyone Improved Visibility for you, your Team, and Project Stakeholders Designed to Work Great on the Road Project 2007 Server Summary

76. New Functionality Project Professional 2007 Client

77. Pro Multiple Level Undo Undo any Number of Actions Undo all Types of Actions View changes or data changes Application options Actions from macros/extensions Familiar Office User Interface Undo any Number of Actions Undo all Types of Actions View changes or data changes Application options Actions from macros/extensions Familiar Office User Interface

78. Change Highlighting Highlights Changes from Last Action Reveals Impact of Scheduling Engine Helps Beginners Understand Project Highlights all Changes from Macros and Extensions Highlights Changes from Last Action Reveals Impact of Scheduling Engine Helps Beginners Understand Project Highlights all Changes from Macros and Extensions

79. View Task Drivers Show Drivers for Task Start Date Start no earlier than constraint Predecessor task (including lags) Non working time (calendars) Leveling delay Understand Project Scheduling Rules Show Drivers for Task Start Date Start no earlier than constraint Predecessor task (including lags) Non working time (calendars) Leveling delay Understand Project Scheduling Rules

80. Cell Background Formatting Control Background Format of Cells Available through UI and Object Model Works in all Tables Easy to Identify Tasks of Interest Manually Use with Filters Set via Macros Control Background Format of Cells Available through UI and Object Model Works in all Tables Easy to Identify Tasks of Interest Manually Use with Filters Set via Macros

81. EPM Deployment Expectations

82. Project Server 2007 Deployment True Enterprise Class – Global Application Better integration into processes and people More things to more users - Better adoption Project Professional makes more effective PMs Same deployment timeframes (usually a component of culture speed), but more opportunities for greater benefits True Enterprise Class – Global Application Better integration into processes and people More things to more users - Better adoption Project Professional makes more effective PMs Same deployment timeframes (usually a component of culture speed), but more opportunities for greater benefits

83. Portfolio, Resource, Project Management Tools, Technology, Training and Knowledge Transfer Alignment with Business Objectives Integrated Delivery Framework Real-time Executive Decision Support Collaboration and Project Management Project Portfolio Management Programs, Initiatives Corporate Strategy Investment, Resource and Prioritization Decisions Integrated Portfolio of Managed Projects Consistent, Repeatable Project Delivery Enterprise Resource Management Projects

84. How Long Does it Take? Projects Time Dr. Kerzner, Advanced Project Management, Best Practices on Implementation, 2 nd Edition

85. IIL Scheduling Certification http://www.iil.com/msproject/

86. PMI’s CareerFramework Professional Competencies Interpersonal Competencies Leadership Competencies

87. Feedback and Questions

88. Copyright ©2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.