1. Sundar Rajan, PMP

2.  Introductions  Transitioning to Project Server 2010  Business Intelligence and Reporting ◦ Crawl, Walk, Run  Demos  Next Steps  Q&A

3. ProjectProject Server Manage Multiple SchedulesManage Multiple Schedules as Draft and then Publish for Others to see Global Resource Pool (Limited)Enterprise Resource Pool Limited Task Statusing and collaboration PWA Task/Timesheets and approval process Limited CustomizationEnterprise Custom fields, Views, Roles Limited Visual ReportsSQL Reports (BI Studio) Report Subscriptions for automated delivery PerformancePoint Dashboards, Scorecards, KPIs, Reports Pre built OLAP Cubes Excel access to both SQL and Cubes

4. Project Management Resource Management Portfolio Management Collaboration EPPM How? & When ? How? & When ? Who? What? & Why? What? & Why? Where? & How Well? Where? & How Well?

5. Don’t try it at home Don’t do it alone Setup a project team with an Evangelist/Champion, infrastructure, scheduling, PMs, Resource Managers, PMO

6. Plan Change Mgmt User training Deployment Setup Environment (Hardware, Licenses) Configure (custom fields, RBS, security,Views) Develop Reports and BI Pilot/Test Delivery Evangelism Procurement Champion

8. 7378 v5 8 Project Web App (PWA) Home Page Browser (IE 8.0 or higher) Breadcrumbs allow you to navigate up to the top of the site Quick Launch Bar provides navigation on left hand side Log Off just close browser Bread crumbs Quick Launch Bar

10. 10 Just enough. Just in time. Just for you. Project Environment (Draft -> Publish Cycle)

14. SharePoint Server 2010 Form Services Excel Services Performance Point Services Workflow Visio Services

15. Project Assignments Tasks Resources Timesheets Custom Fields Tasks Sheets

16. What are we trying to answer? What are the inputs and the outputs? Who is asking the question? What format does the information need to be in? When is the information needed? Why are we getting this information? How will the information be delivered? CSV, Excel, PDF, Web Where is this information going? Email, Executive meeting, in to another system

17. Analyze Develop SQL Queries Use BIDS->Report Deploy to PWA UAT Setup Subscriptions User Requirements Schedule and SQL Expertise

18. Reporting Stories Capacity vs. Availability Actual vs. Budget Schedule Performance Status Compliance (who submitted Task sheet or Time sheets) Resource Pool Resource Plan Status of Timesheets (In-Progress, Submitted) Work vs. Non-Work

19. …but before we crawl…

21. Share spreadsheets in SharePoint Utilize Excel Services Create KPIs in SharePoint Use SQL to automate Schedule QA Check for predecessors, successors etc

23. Use Reporting Services Reporting Database Requires SQL knowledge Use Analysis Services Configure the OLAP Cubes in PWA Excel Services with connected data Source Excel data from Reporting Database and OLAP Cubes PerformancePoint Services Dashboards, Scorecards, KPIs, Reports

26. Develop subscription based Reports Create Trend charts such as Earned Value metrics, Schedule Performance metrics Extend the OLAP Cubes to include other business information Budgets, Actuals from Accounting PerformancePoint Services Full features

28. Email: sundar.rajan@fiscal.ca.gov

29. project vs project pro Client vs mini ERP Multi user status ing Permission based access Reporting Data Watehourse Dashboards Platform for portfolio and financial mgmt Implementation Don't try it at home Don't do it alone Setup a project team with infrastructure, scheduling, PMs, PMO Enterprise resource pool PWA Draft ->publish Reporting db QA reporting e.g predecessor, Successor, schedule mechanics SQL for valuations and extracting data from all schedules Report development using BI Studio Deploying using Sharepoint Subscriptions Dashboards performance point OLAP Cube for data analysis