CDH      C/D/H Technology Briefing SeriesCDH                    Project Server                         December 2011
CDH                    Quick FactsAbout Us           Approach          Partnerships• 21st Year        • Vendor          • ...
CDH   Expertise
CDH                         Agenda      • Introduction      • Project Management      • Microsoft Project Management Tools...
C/D/H Project ManagementCDH              Expertise      • C/D/H Project Management Group        – Six active members      ...
CDH                Your Presenter      Doug MacNEIL      Consultant      PMP | MCITP:EPM | MCT      MCTS | MOS | CNE      ...
CDH             What is a “Project”?      “A project is a temporary endeavor      undertaken to create a unique product   ...
CDH           Project Management      • Projects, in one form or another, have        been undertaken for millennia      •...
CDH               Project Management Evolution                                                                            ...
CDH        Project Management Evolution                                  Financial                                 Managem...
CDH         Why Project Management• Project and Portfolio Management helps  organizations gain visibility and control acro...
CDH                 The Business Needs                               Align work with strategicRationalize investment      ...
Microsoft Project ManagementCDH                 Tools      • Microsoft Project      • Microsoft Project Server
Microsoft Project ManagementCDH                 Tools      • Project and Project Server: Why do I care        if I can use...
Microsoft Project ManagementCDH                 Tools      • Users:        – Project Standard 2010           • Individuals...
CDH              Microsoft Project• Microsoft Project 2010 gives you a powerful,  visually enhanced way to effectively man...
CDH   Editions of Microsoft Project
CDH         Microsoft Project Overview      • Microsoft Project History        –   1984 – Original version DOS based      ...
What is Microsoft ProjectCDH              Server 2010      • Microsoft Project Server 2010 builds upon        the Microsof...
What is Microsoft ProjectCDH              Server 2010      • Microsoft Project Server 2010 provides        innovative capa...
Microsoft Project ServerCDH                 Overview      • Microsoft Project Server History        –   2000 – Project Cen...
Project Server 2010 – 2007CDH             Differences  • Project Server 2010 requires Microsoft    SharePoint Server 2010 ...
Project Server 2010 – 2007CDH             Differences  • Project Server task, assignment, and    assignment status data is...
CDH     Project Server Requirements      • The 64-bit version of Windows Server        2008 SP2 or Windows Server 2008 R2 ...
CDH     Project Server Requirements      • For farm deployment, database servers        must be 64-bit Microsoft SQL Serve...
CDH   Project Server 2010 Architecture
You just might be a ProjectCDH              Manager  • If youre 6 months late on a milestone due    next week but really b...
CDH    Tips and Tricks  Collaboration      • Connect teams with SharePoint Sync
Tips and Tricks  SharePointCDH         Admin Perspective  • Should I add Project Server to my    existing farm?  • Does P...
Tips and Tricks  SharePointCDH            Admin Gotchas      • Don’t delete any columns in any        built-in lists in t...
CDH        Tips and Tricks  Availability• To identify availability of resources:   – Select Resources from PWA   – Select...
Tips and Tricks  ResourceCDH                Assignments• Assignments:  – Assignments should be made against normal tasks ...
CDH           Tips and Tricks  Tasks• Understand Task Type and its impact on  scheduling:  – Fixed Work – Locks the numbe...
CDH      Tips and Tricks  Reporting      • Microsoft Project Server        – Views        – Dashboards      • Microsoft P...
Tips and Tricks  PortfolioCDH                Review      • Business drivers      • Prioritization      • Analysis
CDH                       Thank You Royal Oak                   Grand Rapids 306 S. Washington Ave.      15 Ionia SW Suite...
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Project Server: Why do I care if I can use Excel?

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Have you ever used a knife to stir or a shoe to pound a nail? We use these things because they’re convenient. But when we see a chef cooking or carpenter building, they always use the proper tool.

We fall into the same trap managing projects with Microsoft Excel. Why? Because it works for what we need at the time, and, as clients like to tell me, “it’s better than doing it on paper.” But for the best results, we need a tool set that supports collaboration and provides flexible work management solutions.

View the slide deck and find out why Microsoft Project and Project Server is the right tool combination for managing your projects – no matter how big – or how small.

And for more on project management and other topics, visit our blog at www.cdhtalkstech.com.

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

  1. 1. CDH C/D/H Technology Briefing SeriesCDH Project Server December 2011
  2. 2. CDH Quick FactsAbout Us Approach Partnerships• 21st Year • Vendor • Microsoft Gold• Grand Rapids & Independent • VMware Enterprise Royal Oak • Non-reseller • Citrix Silver• 30 Staff • Professional • Novell Gold Services Only • Cisco Premier
  3. 3. CDH Expertise
  4. 4. CDH Agenda • Introduction • Project Management • Microsoft Project Management Tools – Project / Project Server • Project Server Technology • Tips and Tricks • Demo • Q&A
  5. 5. C/D/H Project ManagementCDH 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
  6. 6. CDH Your Presenter Doug MacNEIL Consultant PMP | MCITP:EPM | MCT MCTS | MOS | CNE dougm@cdh.com
  7. 7. CDH 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
  8. 8. CDH 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”
  9. 9. CDH Project Management Evolution (1989) PRINCE method derived from PROMPTII is (1950s) published by the U.K. The Critical path Government method (1969) (2002) Portfolio (CPM) invented Project Management (1986) Management Institute (PMI) established Six Sigma Techniques Methodology 1910s 1950s 1960s 1970s 1980s 1990s 2000s(1861–919) (1958) (1975) (1987) (1995)The Gantt Chart The Program PROMPTII First PMBOK Agile Projectdeveloped Evaluation and methodology Guide published Managementby Henry Review Technique created by Simpact SystemsLaurence Gantt (PERT) method invented
  10. 10. CDH Project Management Evolution Financial Management Resource 2007 Management1987 Portfolio Management Reporting ProgramScheduling Management ProjectSimple reporting CollaborationTaskmanagementE-mail and printResourcetracking
  11. 11. CDH 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
  12. 12. CDH The Business Needs Align work with strategicRationalize investment objectives Manage projects and Gain visibility and resources effectively control over projects
  13. 13. Microsoft Project ManagementCDH Tools • Microsoft Project • Microsoft Project Server
  14. 14. Microsoft Project ManagementCDH Tools • Project and Project Server: Why do I care if I can use Excel?
  15. 15. Microsoft Project ManagementCDH 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
  16. 16. CDH Microsoft Project• Microsoft Project 2010 gives you a powerful, visually enhanced way to effectively manage a wide range of projects and programs
  17. 17. CDH Editions of Microsoft Project
  18. 18. CDH 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
  19. 19. What is Microsoft ProjectCDH 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.
  20. 20. What is Microsoft ProjectCDH 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.
  21. 21. Microsoft Project ServerCDH 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
  22. 22. Project Server 2010 – 2007CDH 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.
  23. 23. Project Server 2010 – 2007CDH Differences • Project Server task, assignment, and assignment status data is integrated with Microsoft Exchange Server, instead of a Microsoft Outlook add-in.
  24. 24. CDH 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
  25. 25. CDH 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
  26. 26. CDH Project Server 2010 Architecture
  27. 27. You just might be a ProjectCDH Manager • If youre 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)
  28. 28. CDH Tips and Tricks  Collaboration • Connect teams with SharePoint Sync
  29. 29. Tips and Tricks  SharePointCDH 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?
  30. 30. Tips and Tricks  SharePointCDH 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”.
  31. 31. CDH 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
  32. 32. Tips and Tricks  ResourceCDH 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
  33. 33. CDH 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)
  34. 34. CDH Tips and Tricks  Reporting • Microsoft Project Server – Views – Dashboards • Microsoft Project – Visual reports – Reports • Use of Excel – Pivot charts and tables
  35. 35. Tips and Tricks  PortfolioCDH Review • Business drivers • Prioritization • Analysis
  36. 36. CDH Thank You Royal Oak Grand Rapids 306 S. Washington Ave. 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 p: (248) 546-1800 p: (616) 776-1600 www.cdh.com

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