The new Project - pminj.org · 3 Alexander Rodov, Microsoft MVP, PMP 17 Mar 2015 What is Project Server? Microsoft Office Project Server is a project managemMicrosoft Office Project

117 Mar 2015

The new ProjectLarge Scale ERP Deployments using Microsoft Project Portfolio Management Solution

Alexander Rodov,

Microsoft MVP, PMP

Trusted IT Group

Managing Partner

217 Mar 2015Alexander Rodov, Microsoft MVP, PMP

Agenda• Project Server Overview• Complex Scope• Multiple Workstreams• Multiple Owners• Multiple Trackers• Ultimate Matrix• Raffle• Q&A


What is Project Server?Microsoft Office Project ServerMicrosoft Office Project ServerMicrosoft Office Project ServerMicrosoft Office Project Server is a project management server solution made by Microsoft. It uses Microsoft SharePoint as its foundation, and supports interface from either Microsoft Project as a client application or by web browser connecting to its Project Web App (PWA) component.

Project Web App (PWA) initial screen A schedule shown in PWA Project Center


An Overview on Project Server

• Microsoft extends the capabilities of Microsoft Project with Project Server and Project Microsoft extends the capabilities of Microsoft Project with Project Server and Project Microsoft extends the capabilities of Microsoft Project with Project Server and Project Microsoft extends the capabilities of Microsoft Project with Project Server and Project Web App (PWA, formerly Project Web Access). Web App (PWA, formerly Project Web Access). Web App (PWA, formerly Project Web Access). Web App (PWA, formerly Project Web Access).

• Microsoft Project Server stores project information in a central SQL Server database, Microsoft Project Server stores project information in a central SQL Server database, Microsoft Project Server stores project information in a central SQL Server database, Microsoft Project Server stores project information in a central SQL Server database, protected from unauthorized access and corruption. protected from unauthorized access and corruption. protected from unauthorized access and corruption. protected from unauthorized access and corruption.

• A Project Administrator can control security defining users and access rights.A Project Administrator can control security defining users and access rights.A Project Administrator can control security defining users and access rights.A Project Administrator can control security defining users and access rights.



• TheTheTheThe Project CenterProject CenterProject CenterProject Center supports reports across an organization at the project level. supports reports across an organization at the project level. supports reports across an organization at the project level. supports reports across an organization at the project level.

• Managers Managers Managers Managers can drill down into project details. can drill down into project details. can drill down into project details. can drill down into project details.

• TasksTasksTasksTasks, Projects and Resources can have Enterprise Custom Fields defined (similar , Projects and Resources can have Enterprise Custom Fields defined (similar , Projects and Resources can have Enterprise Custom Fields defined (similar , Projects and Resources can have Enterprise Custom Fields defined (similar to Custom Fields in the Microsoft Project desktop applicationto Custom Fields in the Microsoft Project desktop applicationto Custom Fields in the Microsoft Project desktop applicationto Custom Fields in the Microsoft Project desktop application).).).).



• The The The The project manager needs to communicate project plans and to distribute task project manager needs to communicate project plans and to distribute task project manager needs to communicate project plans and to distribute task project manager needs to communicate project plans and to distribute task assignments to team members. assignments to team members. assignments to team members. assignments to team members.

• The The The The assignment of tasks can be distributed to team member home pages in PWA. assignment of tasks can be distributed to team member home pages in PWA. assignment of tasks can be distributed to team member home pages in PWA. assignment of tasks can be distributed to team member home pages in PWA.

• They They They They need to communicate status and changes to keep the project manager up need to communicate status and changes to keep the project manager up need to communicate status and changes to keep the project manager up need to communicate status and changes to keep the project manager up to date. to date. to date. to date.

• Project Project Project Project Server supports electronic communication over the web via PWA. Server supports electronic communication over the web via PWA. Server supports electronic communication over the web via PWA. Server supports electronic communication over the web via PWA.

• Team Team Team Team members can update their tasks' status via PWA and the My Tasks list or via members can update their tasks' status via PWA and the My Tasks list or via members can update their tasks' status via PWA and the My Tasks list or via members can update their tasks' status via PWA and the My Tasks list or via a Time Sheeta Time Sheeta Time Sheeta Time Sheet....


An Overview on Project Server• Resource Resource Resource Resource workloads can be analyzed by project and by resource with theworkloads can be analyzed by project and by resource with theworkloads can be analyzed by project and by resource with theworkloads can be analyzed by project and by resource with the Resource Resource Resource Resource

CenterCenterCenterCenter, allowing organizations to forecast future resource requirements and make , allowing organizations to forecast future resource requirements and make , allowing organizations to forecast future resource requirements and make , allowing organizations to forecast future resource requirements and make more efficient use of resourcesmore efficient use of resourcesmore efficient use of resourcesmore efficient use of resources....

• The view definition is easier to understand and more robust with PWA than with The view definition is easier to understand and more robust with PWA than with The view definition is easier to understand and more robust with PWA than with The view definition is easier to understand and more robust with PWA than with Microsoft Project. Views can be protected to assist standardization. Microsoft Project. Views can be protected to assist standardization. Microsoft Project. Views can be protected to assist standardization. Microsoft Project. Views can be protected to assist standardization.

• Project Project Project Project Server stores custom calendars, views, tables, filters, and fields, in an Server stores custom calendars, views, tables, filters, and fields, in an Server stores custom calendars, views, tables, filters, and fields, in an Server stores custom calendars, views, tables, filters, and fields, in an Enterprise Global area where users have access to the latest version every time Enterprise Global area where users have access to the latest version every time Enterprise Global area where users have access to the latest version every time Enterprise Global area where users have access to the latest version every time they restart Microsoft Projectthey restart Microsoft Projectthey restart Microsoft Projectthey restart Microsoft Project....

• For each published project in Microsoft Project a Project Workspace can be For each published project in Microsoft Project a Project Workspace can be For each published project in Microsoft Project a Project Workspace can be For each published project in Microsoft Project a Project Workspace can be created. A Project Workspace is a Microsoft SharePoint created. A Project Workspace is a Microsoft SharePoint created. A Project Workspace is a Microsoft SharePoint created. A Project Workspace is a Microsoft SharePoint Team site Team site Team site Team site where the Project where the Project where the Project where the Project team can share documents, issues and risks.team can share documents, issues and risks.team can share documents, issues and risks.team can share documents, issues and risks.


Project Server History

2000

Project Central

2002

Project Server 2002

2003

Office Project Server 2003

2007

Office Project Server 2007

2010

Project Server 2010

2013

Project Server

2013 and Project Online

20… ?


Business challenges Our teams work from virtually

anywhere.

I need the flexibility to manage without up-front infrastructure costs.

Our company can compete only if we align investment with business priorities.

We want more visibility and control over what people are working on.


Business Case – Large ERP Deployment

1117 Mar 2015Complex Scope


Complex Scope

Define

Lock

Control

Keep it simple

Important steps to get started are identified. Scope Controls


Complex Scope

Familiar experiences

Work within familiar applications such as SharePoint.


Complex Scope

Sync Scoping Items with your Schedules

See your plan right away with the timeline.


Complex Scope

Sync Scoping Items with Schedules

Scoping items Tasks

Scoping IDScoping IDScoping IDScoping ID Task Scoping IDTask Scoping IDTask Scoping IDTask Scoping ID


Multiple Workstreams


Line Up WBS and Use top levels for Program View


Within Top Levels – NO Changes

Beyond Top Levels – Workstream PMs have autonomy

Outline Level 1 SYNCed across Program Projects


Line Up WBS and Use top levels for Program View


Within Top Levels – NO Changes

Beyond Top Levels – Workstream PMs have autonomy

Outline Level 1 SYNCed across Program Projects


Resource Load


Balance Resources

Assign Resources across Program Projects



Effectively manage resources

Time management

Administrative lines enable people to record time for everyday work and non-working time.


Assess Resource Plans and Costs

Run Reports

Drive Business Decisions


Evaluate portfolio investment and select optimal project portfolios.


Multiple Owners


• Workstream Owners

• Program Owners

• Risks and Issues Owners

• Process Integration Owners

• Change Management Owners

Multiple Owners


• Setup Cadence and Hierarchy

Multiple Owners

Portfolio

Program

Project

Workstream


• Workstream Owners

• Program Owners

• Risks and Issues Owners

• Process Integration Owners

• Change Management Owners

Multiple Owners

… for what she is accountable – respective Workstream

Portfolio

Program

Project

Workstream


Discover and share information

Effectively share

Share and discuss progress with others quickly.

Multiple Owners


Make data-driven decisions

Collaborative decision making

Team members and trusted business partners are equipped with the information they need to make informed and data-driven choices.

Multiple Owners



Improve visibility

Stay informed and make better decisions with portfolio, project and timeline views in PWA.

Multiple Owners



Business intelligence

Mine data and glean insight across a collection of projects, a particular program or portfolio.

Multiple Owners



Rich reporting

Rich reporting tools with a familiar Excel-like experience help you quickly and easily measure progress.

Multiple Owners


Multiple Trackers


Spreadsheet Hell

Multiple Trackers

Some of the Project Data could be supplied from

Trackers, but it should be minimum


Project Online and Project Pro for Office 365 offer 24/7 service and support.

Improve IT management

Secure and available

Increase agility and control



Simplified administration


Project offers an integrated admin experience with SharePoint so you can easily get set up, add resources, and adjust permissions.



Business vs. IT settings


Manage business settings without requiring additional assistance from IT.


Ultimate Matrix


“Ultimate Matrix” Approach

Setup Relationships

2

Build the Ultimate Matrix

3

Decompose down to Manageable sizes.

1


Decompose

Principle:A complex object A complex object A complex object A complex object could be represented could be represented could be represented could be represented as a combination of 2 as a combination of 2 as a combination of 2 as a combination of 2 simpler objects.simpler objects.simpler objects.simpler objects.

Simple

Simple

Complex


Setup Relationships

• Resources

• Schedules

• Issues

• Risks

• External Dependencies

• Constraints

• Etc.



AAAA = Schedule TableBBBB = Indexed Complexity Table based on Risk Assessment

C = etc.C = etc.C = etc.C = etc.



Objectives/CriticalMilestones

Start Finish

Initiate 1/12 2/17

Plan 1/12 2/17

Execute 1/12 2/17

Test 1/12 2/17

Close 1/12 2/17

Workstream 1Metrics

WorkStrieam2Metrics

… Workstream NMetrics

59% 75% 75%

95% 75% 95%

95% 75% 59%

59% 59% 59%

95% 95% 95%

Aggregated Metrics

75%

95%

75%

59%

95%


Raffle


Thank you

Alexander Rodov, Microsoft MVP, PMP, MCTS, CSMManaging Partner at Trusted IT Group

www.trusteditgroup.comCell: +1 347 873 8397

Documents

The new Project - pminj.org · 3 Alexander Rodov, Microsoft MVP, PMP 17 Mar 2015 What is Project Server? Microsoft Office Project Server is a project managemMicrosoft Office Project