project server: why do i care if i can use excel?

C D H

C D HC/D/H Technology Briefing Series

Project Server

December 2011

C D H Quick Facts

About Us• 21st Year• Grand Rapids &

Royal Oak• 30 Staff

Approach• Vendor

Independent• Non-reseller• Professional

Services Only

Partnerships• Microsoft Gold• VMware Enterprise• Citrix Silver• Novell Gold• Cisco Premier

C D H Expertise

C D H Agenda

• Introduction• Project Management• Microsoft Project Management Tools

– Project / Project Server• Project Server Technology• Tips and Tricks• Demo• Q&A

C D HC/D/H Project Management

Expertise

• C/D/H Project Management Group– Six active members – PMI certified– Experience in multiple project management

tools and methodologies– Experience in PMO development and

operations

C D H Your Presenter

Doug MacNEILConsultantPMP | MCITP:EPM | MCTMCTS | MOS | CNE

dougm@cdh.com

C D H What is a “Project”?

“A project is a temporary endeavor undertaken to create a unique product service or result”

Source:A guide to the project management body of knowledge (PMBOK Guide) Fourth Edition

C D H Project Management

• Projects, in one form or another, have been undertaken for millennia

• Gantt Chart first developed just prior to 1920

• The latter half of the 20th century people started to talk about “project management”

C D H

1910s 1950s 1960s 1970s 1980s 1990s 2000s

(1861–919)The Gantt Chart developed by Henry Laurence Gantt

(1950s)The Critical path method (CPM) invented

(1958)The Program Evaluation and Review Technique (PERT) method invented

(1969)Project Management Institute (PMI) established

(1975)PROMPTII methodology created by Simpact Systems

(1986) Six Sigma Methodology

(1987)First PMBOKGuide published

(1989)PRINCE method derived from PROMPTII is published by the U.K. Government

(2002) Portfolio Management Techniques

(1995)Agile Project Management

Project Management Evolution

C D H

2007

SchedulingSimple reportingTask managementE-mail and print Resource tracking

1987

Program Management

Portfolio Management

Reporting

Project Collaboration

ResourceManagement

FinancialManagement

Project Management Evolution

C D H Why Project Management

• Project and Portfolio Management helps organizations gain visibility and control across all work, enhancing decision-making, improving alignment with business strategy, maximizing resource utilization, and enhancing project execution

C D H The Business Needs

Align work with strategic objectives

Manage projects and resources effectively

Gain visibility and control over projects

Rationalize investment

C D HMicrosoft Project Management

Tools

• Microsoft Project• Microsoft Project Server

C D HMicrosoft Project Management

Tools

• Project and Project Server: Why do I care if I can use Excel?

C D HMicrosoft Project Management

Tools

• Users:– Project Standard 2010

• Individuals and part time project managers

– Project Professional 2010• Full time project managers

– Project Server 2010• IT, PMO, Engineering R&D, Product Development• IT, PMO, Engineering, R&D, Product Development,

Operations

C D H Microsoft Project

• Microsoft Project 2010 gives you a powerful, visually enhanced way to effectively manage a wide range of projects and programs

C D H Editions of Microsoft Project

C D H Microsoft Project Overview

• Microsoft Project History– 1984 – Original version DOS based– 1986 – Version 4 (Final DOS based version)– 1990 – Version 1 for Windows– 1991 – MAC version released– No version 2 for Windows ever released– Current version is 14th release

C D HWhat is Microsoft Project

Server 2010

• Microsoft Project Server 2010 builds upon the Microsoft SharePoint Server 2010 platform

• Provides a basis for Project Web App pages, site administration, project workspaces, and authentication infrastructure for Project Server users.

C D HWhat is Microsoft Project

Server 2010

• Microsoft Project Server 2010 provides innovative capabilities across the entire lifecycle.

• Helps organizations effectively initiate, select, plan and deliver projects on time and within budget.

C D HMicrosoft Project Server

Overview

• Microsoft Project Server History– 2000 – Project Central– 2002 – Project Server 2002– 2003 – Office Project Server 2003– 2007 – Office Project Server 2007– Current – Office Project Server 2010

C D HProject Server 2010 – 2007

Differences

• Project Server 2010 requires Microsoft SharePoint Server 2010 Enterprise on the computer running Project Server and all Project Web App servers within a SharePoint farm.

C D HProject Server 2010 – 2007

Differences

• Project Server task, assignment, and assignment status data is integrated with Microsoft Exchange Server, instead of a Microsoft Outlook add-in.

C D H Project Server Requirements

• The 64-bit version of Windows Server 2008 SP2 or Windows Server 2008 R2

• Microsoft SharePoint Server 2010 Enterprise version

• Microsoft Internet Explorer 7, Microsoft IE 8, or Microsoft IE 9 for Microsoft Project Web App user access

C D H Project Server Requirements

• For farm deployment, database servers must be 64-bit Microsoft SQL Server 2008 SP1 and Cumulative Update 2, Microsoft SQL Server 2008 R2, or Microsoft SQL Server 2005 SP3

C D H Project Server 2010 Architecture

C D HYou just might be a Project

Manager

• If you're 6 months late on a milestone due next week but really believe you can make it, you just might be a project manager.

(Apologies to Jeff Foxworthy)

C D H Tips and Tricks Collaboration

• Connect teams with SharePoint Sync

C D HTips and Tricks SharePoint

Admin Perspective

• Should I add Project Server to my existing farm?

• Does PWA need to be in a separate site collection or web application?

• Can I add pre-existing “Project Lite” sites to PWA?

C D HTips and Tricks SharePoint

Admin Gotchas

• Don’t delete any columns in any built-in lists in the Microsoft Project site template

• Don’t make additional lists based on Issues, Risks, or Deliverables templates in the same project site.

• Don’t delete project sites the “SharePoint way”.

C D H Tips and Tricks Availability

• To identify availability of resources:– Select Resources from PWA– Select individual(s) by clicking in check box next to

name– Select Resource Availability from Ribbon – will

display a graph of scheduled vs. available time– Click on Include proposed bookings to view graph

with proposed work included

C D HTips and Tricks Resource

Assignments

• Assignments:– Assignments should be made against normal tasks

and not summary tasks or milestones.

– Effort Driven Tasks:• Assigning additional resources to an Effort Driven task

shortens the duration

C D H Tips and Tricks Tasks

• Understand Task Type and its impact on scheduling:– Fixed Work – Locks the number of hours to be spent

on the task (Contracting for 40 hours of work) – Fixed Units – Locks percentage of resource

availability to spend on the individual task (A person can only spend 50% of their time on a task)

– Fixed Duration – Locks in the length of time to spend on the task (The meeting lasts 3 days)

C D H Tips and Tricks Reporting

• Microsoft Project Server – Views– Dashboards

• Microsoft Project– Visual reports– Reports

• Use of Excel– Pivot charts and tables

C D HTips and Tricks Portfolio

Review

• Business drivers• Prioritization• Analysis

C D H

Grand Rapids15 Ionia SWSuite 270Grand Rapids, MI 49503p: (616) 776-1600

Royal Oak306 S. Washington Ave.Suite 212Royal Oak, MI 48067p: (248) 546-1800

Thank You

www.cdh.com