Ordina SOFTC Presentation - Demand management using workflow Project Server 2010

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Ordina's Stand out from the Crowd event of May 26th - the presentation, see them all on Slideshare Ordina Belgium

Ordina's Stand out from the Crowd event of May 26th - the presentation, see them all on Slideshare Ordina Belgium

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  • 1. Project Server 2010
    Demand management using workflow
  • 2. Hans Hoet
    Competence Center Leader EPM
    Microsoft Project MVP
    2+ years @ Ordina
    7 years experience Microsoft EPM
    Hans.Hoet@ordina.be
    0478/80.71.21
  • 3. Agenda
    Introduction to demandmanagement
    Typical approach
    Demand management in Project Server 2010
    Introduction to Project Server Workflow
    Workflow Elements in Project Server 2010
    Workflow Concepts
    Workflow Services and Activities
    Building the Workflow
    Design the Workflow
    Create the Workflow in Project Server and Visual Studio
    Ordina offering
    Q&A
    3
  • 4. Introduction to Demand Management
    Capture all requests
    Workflow
    Review and Select
    4
  • 5. Typical Approach
    Create Request
    Email request
    Review request
    Approve / Reject
    Build projectschedule
    Reporting
    5
  • 6. DemandManagement in Project Server 2010
    Project Request approval process
    6
    DEMO
  • 7. Introduction to Project Server Workflow
    7
  • 8. Workflow Elements in Project Server
    Enterprise Project Types
    Linked to Workflow
    Workflow Phases
    Workflow Stages
    Project Detail Pages
    Custom Field properties
    Project Detail Pages
    Web Parts
    Custom Fields
    Read Only
    Required
    8
  • 9. Workflow Concepts
    Project Server Workflows are SharePoint Site Workflows
    New in SharePoint 2010
    Workflow Activities
    Defines an action to be performed by the workflow
    Many built-in activities available (both SharePoint and Project Server)
    Workflow Services
    Expose methods to Activities
    Activities access the APIs through the Workflow Services
    9
  • 10. Workflow Services
    10
    Custom Workflow Service
    Project Server
    API
    PSI
    Custom Activity
    Project Workflow Service
    Project Server Activity
    SetProjectStage, …
    SharePoint Workflow Service
    SharePoint API
    SharePoint Activity
    SendEmail, …
  • 11. Project Server Workflow Activities
    11
  • 12. Requirements to create Workflows
    Visual Studio 2010 (.NET Framework 3.5)
    SharePoint Designer is NOT supported
    Visual Studio must be installed on the Project Server machine
    Only for developing the Workflow
    Not in production environment
    Administrative rights on
    Server machine
    SharePoint farm
    12
  • 13. Building The Workflow
    13
  • 14. Design the Workflow
    14
    Project Request
    Create
    Yes
    No
    Meets Criteria
    Select
    Approved
    No
    Cancelled
    Lead Approval
    Yes
    Execution
    Execution
  • 15. Create the Workflow
    Creating Workflow elements in Project Server
    Creating the Workflow in Visual Studio
    15
    DEMO
  • 16. Ordina Offering
    Build custom Workflows for Project Server and SharePoint
    Ordina Guide Concept
    Pre-populate Project Sites with document templates
    16
    Template Library
    Site Collection
    Project Site
    Ordina Guide
  • 17. Wrap-up
    Project Server Workflows are SharePoint Site Workflows
    Project Server Workflow elements
    Enterprise Project Type, Stages, Project Detail Pages, Custom Fields
    Create the Workflow in Visual Studio 2010
    OOB Workflow Services & Activities
    Custom Workflow Service & Activities
    Extend Project Workflows with custom solutions
    Ordina Guide, …
    17
  • 18. Q&A and Contact information
    Questions?
    Contact Information
    Hans Hoet
    Hans.Hoet@ordina.be
    0478/80.71.21
    www.ordina.be
    18
    ?
  • 19. Follow Ordina….
    19
    Share your thoughts via #SOFTC
    Follow us on twitter: @OrdinaBE
    Find the presentationsonwww.slideshare.net/ordinaBe
    Be informed atwww.linkedin.com/company/ordina-belgium