Enterprise Project Management 2010 Version Comparison

8/6/2019 Enterprise Project Management 2010 Version Comparison

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2 Microsoft Corp. All rights reserved

Enterprise Project Management (EPM) Solution VersionComparison

The Microsoft Enterprise Project Management (EPM) Solution ensures organizations select and deliver the right projects, while

gaining greater visibility and control of resources. Innovative new capabilities in Project Server 2010 built on Microsoft

SharePoint Server 2010 lead to improved productivity and better business performance. Compare enterprise level capabilitiesacross versions.

EPM 2003 EPM 2007 EPM 2010

Demand Management

Project Server

2003 & ProjectProfessional 2003

Project Portfolio

Server 2006Project Server2007 & Project

Professional 2007

Project PortfolioServer 2007 Project Server 2010 &

Project Professional 2010

Governance WorkflowDefine and enforce governance workflows to subject projects to theappropriate controls throughout their lifecycle.

Establish Accountability and Project Lifecycle ApprovalsDrive accountability and control by designating individual approvers orapproval groups at key gates in the workflow.

Capture Project RequestsCapture all project requests in a central repository.

Capture Non-project WorkCapture and manage non-project work (e.g., incidents, tickets etc.)

Configurable Business Case Template

Standardize data collection (including, general information, cost estimates,resource estimates, strategic impact, etc.) for all types of work throughconfigurable business cases / forms.

Business Unit-specific TemplatesFlexibility to define business case templates for different departmentswithin the organization.

Initiate Work from Other SystemsInitiate work from other Microsoft applications and line of businesssystems (e.g., SharePoint Task lists, Visual lists, Visual Studio TeamFoundation Server, Help Desk Systems, CRM, etc.)

Feature Key:included improved new


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EPM 2003 EPM 2007 EPM 2010

Demand Management

Project Server


Project PortfolioServer 2006

Project Server2007 & Project

Professional 2007



Best Practice TemplatesSave time and enforce standards by defining templates based on yourorganizations best practices or take advantage of industry best practicetemplates (e.g., Business Case, Project and Project site).


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EPM 2003 EPM 2007 EPM 2010

Portfolio Selection

Project Server




Professional 2007



Business Strategy PrioritizationDefine and Communicate Organizations StrategyDefine and communicate actionable business drivers and key performanceindicators (KPIs)

Business Unit Specific Business DriversDefine different business drivers for each department / line of business.

Objectively Prioritize Business StrategyObjectively prioritize business drivers using pairwise technique to driveexecutive consensus and communicate strategic imperatives.

Manually Prioritize StrategyManually prioritize business drivers.

Prioritization & Optimization

Prioritize Projects from Varying DimensionsPrioritize competing project requests from varying dimensions (e.g.,strategic value, financial value, risk, etc.)

Identify Business DependenciesCapture inter-project dependencies that affect selection and execution.

Identify Optimal Portfolio within the ConstraintsRun whatif analysis under varying budgetary constraints to recommendthe optimal project portfolio.

Include Mandatory Projects and Understand Trade OffsForce projects In or Out of a portfolio (e.g., used to force in compliance orpet projects) to instantaneously understand tradeoffs.

Easily Compare ScenariosCompare and contrast optimization analyses side by side.


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EPM 2003 EPM 2007 EPM 2010

Portfolio Selection

Project Server




Professional 2007



Advanced Portfolio AnalyticsUtilize advanced portfolio analytical techniques (e.g., Efficient FrontierModeling and Strategic Alignment Assessment) to further refine portfolioselection and gain insights.

Support Portfolio Analysis throughout Project LifecyclePrioritize and optimize pending and in-flight projects within the sameanalysis (i.e., support annual and just in t ime planning methodologies).

Configurable Views to Support Decision MakingConfigure and dynamically modify views by adding fields and applyingfilters to support decision making.

Capacity Planning (Skill level)Understand Resource CapacityProactively identify resource (by skill) surplus and deficit across a planninghorizon.

Reschedule Projects to Maximize Resource UtilizationImprove utilization and fully staff projects by adjusting schedules within theplanning horizon.

Model Headcount DecisionsModel headcount decisions by hiring full-time or contract resources and

understand impact on the project por tfolio.

Easily Compare Capacity Planning ScenariosCompare and contrast capacity analyses side by side.

Automate Portfolio SelectionCommit selected portfolio scenario and automatically update projectworkflow.

Schedule ManagementBest Practice Project Templates

Initiate project plans using best practice templates with schedule andresource assignments pre-defined.


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EPM 2003 EPM 2007 EPM 2010

Schedule Management

Project Server


Project Portfolio


Professional 2007



Flexible Scheduling MethodsEnable or disable the CPM scheduling logic to better suppor t occasionaland professional project managers.

Top Down and Bottom Up Planning SupportSupport for top down planning and rolling wave planning.

Web-based SchedulingCreate web-based schedules.

Advanced Web-based SchedulingCreate, modify and manage simple and complex project schedules on the

web.

Effectively Communicate Project SchedulesEffectively communicate project schedules using intuitive views and tools.

Generate Timeline ViewBuild and customize timeline view to visualize schedule details andcommunicate with stakeholders.

Easily Move Schedule Data between ApplicationsEasily copy and paste information from the project plan to other officeapplications while maintaining data fidelity.

Initiate Projects from Other ApplicationsQuickly create project plans by importing SharePoint Task lists or copyingbulleted text from Office applications.

Excel-Like Ease of UseMake Project Professional simpler to use, just like Microsoft

Excel, by

easily adding new columns, enabling text wrapping and sor ting andfiltering columns.

Perform What-if Analysis and Undo ActionsModel different scenarios and safely return to the original state with multi-level undo/redo.


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EPM 2003 EPM 2007 EPM 2010

Schedule Management

Project Server




Professional 2007



Model Scheduling ScenariosActive/inactivate tasks to view various scheduling scenarios and performwhat-if analysis.

View Impact of ChangesInstantaneously see the impact on the project schedule with ChangeHighlighting.

Schedule WarningsBe alerted to scheduling issues, drill down to identify issues and takecorrective action.

Multiple Baseline SupportSet multiple baselines to measure project performance.

Reschedule Uncompleted WorkEasily reschedule all uncompleted tasks and see impact on the schedule.

Set Project and Task DependenciesSimply define task relationships (e.g., start to finish) and capture inter-project dependencies.

Specify Project DeliverablesDefine soft inter-project dependencies (i.e., Deliverables) that will notautomatically impact the project schedule if there is a slippage.

Versatile Views to Review the ScheduleUtilize Gantt Charts, Calendars, Task Sheets, and a variety of views tomanage and present project information.

Critical Path IdentificationQuickly identify critical path within the project schedule and acrossmultiple projects.

Project and Task CalendarsDefine project and task specific calendars to accurately reflect working timeand non-working exceptions.


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EPM 2003 EPM 2007 EPM 2010

Resource Management

Project Server




Professional 2007



Enterprise-wide Resource PoolCreate and manage an enterprise resource pool containing all resourcesand skills.

Filter Resources by Business UnitsEstablish and manage resources at the business unit level.

Automate Resource Pool CreationAutomate resource pool creation by syncing with Active Directory orintegrating with ERP or line-of business systems.

Define Material ResourcesAdd consumable material resources such as lumber or concrete and assignthem to tasks.

Resource CalendarsDefine resource calendars to reflect resource-specific working times,availability and non-working exceptions (e.g., vacations, sick days, etc.)

Multiple-skill ResourcesAssign multiple skills and cost rates to an individual resource.

Match Resources Based on Multiple DimensionsEasily find resources with availability to work on the project using multiplecriteria (e.g., skills, location, availability, department etc.)

Capture Resource DemandPlan resource demand prior to assigning resources to tasks.

Proposed vs. Committed BookingsDifferentiate between proposed and committed resource assignments.

Support Team AssignmentsAssign work to teams and allow a member of the team to take ownershipof the assignment.


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EPM 2003 EPM 2007 EPM 2010

Resource Management

Project Server




Professional 2007



Effectively Manage ResourcesIntuitively and effectively manage assignments by resource and quicklyvisualize over allocation.

Easily Substitute ResourcesEffectively substitute resources.

Communicate and Delegate TasksCommunicate resource assignments and allow individuals to accept anddelegate tasks.

Balance Resource WorkloadsUse resource leveling features to overcome over-allocation.

Time and Task ManagementWeb-based Timesheet SystemEasy to use time entry for timesheet (including working and non-workingtime, e.g., vacation, sick leave, etc.) and task updates.

Consolidated Progress and Time TrackingSubmit project status and timesheet entries from a single interface.

Integrate Time Reporting with Financial SystemsReport actual hours for project, administrative, and non-working time to

financial systems (e.g., for payroll, costing, chargeback, etc.)

Create New Tasks for Time ReportingAllow users to add tasks to projects and timesheets for complete timereporting.

Use Outlook to View and Update TasksMaximize user productivity by managing tasks in Outlook.

Communicate on Task AssignmentsReceive task notification and updates via PC and Web.


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EPM 2003 EPM 2007 EPM 2010

Time and Task Management

Project Server


Project Portfolio


Professional 2007



Timesheet ApprovalsProject and functional managers approve progress and timesheet updates.

Multi-Level Timesheet RoutingPerform multi-step timesheet reviews and approvals.

Approval PreviewPreview changes online before accepting them into your schedule.

Control Timesheet EntryAllow time entry within approved and open date ranges.

Submit and Approve Time on Behalf of OthersTake on a role of another user to perform time entry and task approvalswhen needed.

Extensible TimesheetsFlexible and extensible timesheet design.

Financial ManagementProject Cost EstimatesCapture time-phased cost estimates during business case development.

Define Project BenefitsCapture time-phased benefit estimates during the development of thebusiness case.

Define Financial MetricsDerive financial valuation metrics (e.g., NPV, ROI, IRR, etc.)

Define High Level Project/Program BudgetDefine a high level budget so the project manager can allocate funds andtrack actual costs against the budget.

Budget Year Planning Support

Supports calendar year or fiscal period accounting.


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EPM 2003 EPM 2007 EPM 2010

Financial Management

Project Server




Professional 2007



Earned Value ManagementUse EVA calculations including Schedule Performance Index (SPI), ToComplete Performance Index (TCPI), Cost Performance Index (CPI), CostVariance Percentage (CV%), and Schedule Variance Percentage (SV%).

Financial Systems IntegrationIntegration with Financial, ERP and line of business systems for financialdata.

Microsoft Platform Applications IntegrationIntegration with Dynamics AX & SL for invoicing, procurement, expensemanagement, multi-currency, etc.

Team CollaborationEffective Project Team CollaborationProvision a Project Workspace for each project to drive collaboration andknowledge sharing.

Customize Project Workspaces for Each Project TypeDefine custom Project Workspaces for different types of projects and work.

Track Project Issues and RisksCreate, manage and track issues and risks throughout the life of theproject.

Enterprise Content ManagementIncludes best practice enterprise content management capabilities.

Support Common Types of File FormatsAbility to handle common types of file formats, e.g., Word, Excel,PowerPoint and Visio, PDF, HTML & other standard file formats.

Establish Document TemplatesDefine best practice document templates and include in Documentlibraries.


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Document Review and ApprovalUtilize workflow to streamline document review and approval.


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EPM 2003 EPM 2007 EPM 2010

Team Collaboration

Project Server


Project Portfolio


Professional 2007



Web 2.0 CapabilitiesUtilize Web 2.0 capabilities to enhance team collaboration andcommunication (e.g., Wikis, Blogs.).

Intelligent Enterprise SearchUtilize search technologies to more easily locate project data, artifacts andpeople.

Knowledge ManagementIntegration with Windows SharePoint Services (or SharePoint Foundation)for knowledge management and collaboration.

Expanded Knowledge Management and CollaborationIntegration with SharePoint Server for knowledge management andcollaboration.

Reporting and Business IntelligencePowerful Business Intelligence CenterUtilize Microsofts Business Intelligence capabilities to easily createpowerful reports and dashboards (e.g., Excel Services, PerformancePointServices, SQL Reporting Services, Self Service Business Intelligence, etc.)

Quickly Build and Share ReportsPublish or use out-of-the-box best practice report templates to quickly

build and share reports.

Surface Information and Deliver Reports through

SharePointDeliver the right levels of information to each user through reports usingSharePoint web parts.

Multi-Dimensional Decision and Analysis ServicesDefine and build OLAP cubes for analysis and reporting of variousdimensions of project data, including tasks, resources, projects, timesheets,etc.


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EPM 2003 EPM 2007 EPM 2010

Reporting and Business Intelligence

Project Server


Project Portfolio


Professional 2007



Portfolio Views across Entire PPM LifecycleConfigure scorecard views to gain visibility and control across all projectportfolios.

Project Performance TrackingTrack project performance against status KPIs (e.g., health, schedule,resource, cost, etc.)

Central and Extensible Data Store for All Portfolio DataDedicated reporting database for all project and portfolio data allowing foreasy creation of customized reports.

Easily Configurable Dashboards and ViewsEasily configure and publish dashboards and views.

Role-based DashboardsCreate audience based dashboards and views.

BI Tools IntegrationIntegration with Microsoft and 3rd party Business Intelligence tools.

Program ManagementProgram Business Case DefinitionCapture programs and develop business cases (including general info, cost,

benefit, strategic impact, etc.)

Track Programs throughout PPM LifecycleAbility to track programs throughout the lifecycle (initiation to post-implementation).

Associate Projects with ProgramsLink underlying projects to programs through master projects.


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EPM 2003 EPM 2007 EPM 2010

Administration, Deployment and Extensibility

Project Server




Professional 2007



Built on SharePoint Server 2010Rich, full-featured productivity platform that delivers project portfoliomanagement capabilities and flexible collaboration tools.

Consistent, Easy to Use InterfaceReduce training requirements and drive adoption with a familiar and easyto use interface.

Simplified Central AdministrationCentralized administration module for configuring and managing bothproject and portfolio management capabilities.

Flexible and Comprehensive SecurityControl security and access privileges at the group and individual level.

Delegate Permissions to Other UsersAllow users to delegate responsibilities when on vacation or out of theoffice.

Centralized Cube ManagementIntuitive interface for managing the reporting infrastructure to quickly add,edit delete, copy or refresh available cubes.

Enterprise Standards with Business Unit CustomizationProvide specific configuration for each department / line of business, but

maintain enterprise standardization.

Zero Desktop FootprintNo ActiveX download requirement.

Server and Desktop Scalability64-bit infrastructure delivers high performance and large program support.

Wide Area Network Deployments SupportSupport EPM deployment across high work volume, geographicallydispersed locations.


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17 Microsoft Corp All rights reserved

EPM 2003 EPM 2007 EPM 2010

Administration, Deployment and Extensibility

Project Server




Professional 2007



Quick Response Time and Efficient ProcessingEnhanced performance through infrastructure improvements to supportefficient processing and high volume operations.

Exchange Server IntegrationMaximize productivity with out-of-the-box Exchange Server integration toreceive and update your task assignments in Outlook via PC and Web.

Extensible and Scalable InterfaceDocumented read / write Application Programming Interface (API).

Backward Compatibility for Custom ApplicationsAPI is backward compatible with previous version (n -1 only).

Localized Project and Portfolio CapabilitiesProject and Portfolio capabilities are localized to support varying countries/ geographies.

Line of Business IntegrationEffectively integrate PPM solution with line of business applications.

Visual Studio Team System IntegrationSupport Agile planning and better connect the worlds of PPM andApplication Development.

Note: Project Server 2010 software and system requirements located at http://www.microsoft.com/project

Documents

Enterprise Project Management 2010 Version Comparison