1. EPK extensions to Microsoft Project Server 2003 MPA – San Francisco Bay Area Chapter Derek Loar, PMP – Sr. Account Manager, Pcubed September 1, 2005

2. About Pcubed World’s pre-eminent project management solutions company –Over 350 trained PM specialists and consultants –Serving clients across all major industries –Experience in the Americas, Europe and Asia/Pacific –Microsoft EPM Enterprise Premier Partner Our Culture: –Pragmatic, no-nonsense approach to solutions –“Quick hit” successes; long-term client benefits –Our mission… make projects successfulParisChicago Ann Arbor London Cologne Cologne Boston New York Philadelphia Wash., DC Los Angeles Seattle San Francisco Denver Dallas Sydney

3. Microsoft Office Project Server 2003 - EPK extensions EPK-Portfolio™ - enhanced project roll-up/drill-down, top-down initiative planning, budgeting, reporting EPK-Resources™ - resource planning and management at item level EPK-Time™ - full functionality timesheet for task status and billing/chargeback/project accounting EPK-Collaboration™ - manage Windows SharePoint Services® sites for portfolio items and Project schedules. View WSS items such as documents, issues, and risks across sites.

4. Overview of Microsoft Office Project Server 2003 EPK extensions Extensions built on Microsoft Office Project Server 2003 platform Seamlessly integrated with Project Server/Project Web Access –Users have a single User Interface/single DB for all functions EPK extensions utilize PWA security Performance/scalability improvements

5. Project Managers Documents, Issues, Risks Projects, Tasks, Resources Portfolio Items, operational efforts, initiatives, fiscal periods, budgets, stage-gates, workflow rules (by EPK) All Users Line of Business Systems & EPK functions With EPK extensions Microsoft Office Project Server 2003 with EPK extensions

6. EPK-Portfolio™ Handles ALL effort types with greater ease of use through Portfolio Items (PI): –Projects –Support/Operations –Initiatives, proposals, investment opportunities Custom metadata such as alignment with corporate objectives Roll-up of milestones and graphical indicators “Drill-down” into multiple projects via http User definable views with advanced sorting, grouping, filtering Create portfolio items with or without a Project Professional plan Top-down budgeting by hours, headcount (FTEs), cost

7. EPK-Resources™ Includes all work including non-working time and operational and support Captures agreement between RM and PM at PI level Tabular entry for high level resource planning Planning of non-working time in future Can compare with rolled up MS Project assignments Assists the “negotiation” process of staffing all work

8. EPK-Time™ Timesheet covers all effort, not just “projects” Task status and hours are independent Allows charge of hours at project/phase level rather than only detail tasks Charge time without requiring task assignments Fiscal period reporting/interfacing of actual hours/costs Dual approval. RM and PM for hours, plus PM for task status. Vacation/non-working time planner Both “lock-down” of individual/department timesheets and administrative “close out” Allows interface with external systems (accounting, chargeback, billing) through custom API

9. MSP Project Data Portfolio Item Where is the data? PI Portfolio Data Cost Types Agreed Scope Forecast Resource Plan MSP Forecast Timesheet Actuals Costs Accumulated Chargeable Items (either PI, PI Task, MSP Project, MSP Task or MSP Summary Task) Status Progressed Based on Costs Accumulated at MSP Task Level Based on PI Tasks being progressed Based on MSP Tasks being progressed EPK Portfolio (Analysis) Potential for Timesheet Feed Potential for Ticket (Task) feed Can be compared against Can be Charged against Can be Progressed Via various feeds

10. Submitted How it could work – Portfolio Lifecycle Status 1. New PI submitted 2. Portfolio can be managed (scenario planning). Resource demand vs supply 3. Project can be created from Portfolio item 5. Portfolio can continue to be managed. KPI’s (milestones, actuals etc...) can be reviewed from dashboard PMO Stage Owner PMO Scope Cost Focus Review PMO PMO Scope Approved Proj Manager PMO Scope Soft Booked Res Manager Res Plan *Soft book plan – at the moment still not sure whether to build soft book plan within MSP or as a Resource Plan on EPK …This would be defined as part of a more detailed requirements review Hard Booked Proj Manager MSP Forecast Actuals 4. Resources can be committed by Resource Managers

11. Department Commitment View

12. Department Commitment Report

13. Some Users –AIMCO –Carnival Cruise Lines –Cox Communications –Harcourt –Mazda USA –Mercy Medical Center –Sunbeam –Wachovia –Yellow Roadway –Blue Cross / Blue Shield of Florida