OFC324 Microsoft Project Server: Putting Enterprise Project Management (EPM) To Work Sam Brooks

Agenda Project Guide Project Server Architecture Resource Management Portfolio Modeling/Analysis Integration with Microsoft Windows SharePoint Services EPM Deployment Guide Six Sigma Accelerator

Objectives Discuss Enterprise Platform Core Features for Project Management Understand Project Server Architecture Discuss Project Server Use and Demonstrate Customization

Project Guide The Project Guide Toolbar Command bar for top-level navigation Contains buttons for goal areas in the Project Guide Side Pane Displays tasks within each goal area of the Project Guide Main View Area Views and pages depend on the task selected in the side pane

Project Guide Customization demo demo

EPM Architecture SQL Server Web Servers Clients PS database WSS database Microsoft Office Project Server 2003 WSS on Windows Server 2003 IE PWA Project Administration Link data

Project Server Database Microsoft Project Server Database Microsoft Project 2003 Tables (MSP_*) Project Web Access Tables (MSP_WEB_*) Cube Tables (MSP_CUBE_*) View Tables (MSP_VIEW_*)

Resource Center Allows managers to view and modify settings for enterprise resources Allows for accessing detailed assignment and availability information

Resource Management Project Web Access Create New Assignment Resource Assignment View Open Resource Button in Resource Center Resource Center Enhancements

Resource Management Project Professional Skills Multi value Easier filtering Soft Booking Reserved/proposed, but free to over allocate Locking in availability Building a team, resource substitution, evaluating availability, creating reports Value lists in Team Builder

Resource Center demo demo

Project Portfolio Management Microsoft Office Project Professional Group on enterprise outline codes Delete Projects Microsoft Office Project Web Access View Admin pages Column width definition Cell alignment Splitter bar placement properties Display renamed Custom Field Names Filtering on Outline Codes

Architecture Cube Build Service (PROJOLAP.DLL) Staging Tables MSP_CUBE Create Staging Tables Portfolio Analyzer Cube View Tables Views Publishing Service GenerateCube

Portfolio Analyzer demo demo

Project Server WSS Integration SQL Server Web Servers Clients PS database WSS database Microsoft Office Project Server 2003 WSS on Windows Server 2003 PWA Project Administration OLP

Microsoft Office Project Server with Windows SharePoint Services demo demo

Iterative Deployment Strategy Proof of Concept Limited Pilot Departmental Deployment(s) Enterprise Rollout Stage Time

Realities for Pilot Expectation: Thinking that EPM pilots are very short Reality: Minimum of 8-12 weeks required More time is required: Lack of network readiness Customer not understanding PM Project software training required

What is in the Deployment Guide? Plan Guide Enterprise Implementatio n Framework (existing) Build - Deploy Guide For Business Planners … For IT Professionals, Administrators … Sample Docs Vision/Scope Requirements doc Schedule Risk Assessment Functional Spec Test Plan Links to whitepapers, training, other sources

Be Prepared Networking SQL Server OLAP

Microsoft Accelerator For Six Sigma Required Microsoft Software: Enterprise Project Management (EPM) Windows 2000 Server, Internet Information Server SQL Server 2000 Microsoft Project Server 2002 SharePoint Team Services (part of Project Server 2002) Project Professional 2002 Project Web Access Microsoft Office 97 or later (Office XP required for Analysis and Modeling in Project Web Access) Exchange 2000 Server (provides notifications).NET Framework Visio Optional Data Analyzer (Advanced business intelligence analysis) BizTalk Server (provides connectivity to Business Data) SharePoint Portal Server (provides version control)

Conclusion Project Guide Project Server Architecture Resource Management Portfolio Modeling/Analysis Integration with Microsoft Windows SharePoint Services EPM Deployment Guide Six Sigma Accelerator

Community Resources Project Guide Editor Data References pjdb.htm & pjsvrdb.htm EPM Deployment Guide Six Sigma Accelerator

Community Resources Most Valuable Professional (MVP) Newsgroups Converse online with Microsoft Newsgroups, including Worldwide User Groups Meet and learn with your peers

Suggested Reading And Resources The tools you need to put technology to work! TITLE Available Microsoft® Office 2003 Resource Kit: /24/03 Microsoft Press books are 20% off at the TechEd Bookstore Also buy any TWO Microsoft Press books and get a FREE T-Shirt

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