Meet Project Server 2010<br />A Total EPM /PPM Solution<br />Quick view<br />Sharon Summers<br />EPM Solutions Provider si...
Introducing: The EPM Dream Team<br />
Where were we in the Past?<br />Organizations built the standard Project Server stand alone application<br />Organizations...
Project Server & SharePoint 2010<br />
Project & Portfolio Management<br />Integrated project and portfolio management<br />Changes in integrated project and por...
Invest in your Portfolio<br />Invest into your work<br />Manage Resources<br />Share with the Enterprise <br />Project and...
Project Server 2010 Engagement Strategy<br />Build your PMO Assessment<br />Capture PMO Process & Technology Requirements<...
Create Plan from Template<br />
Creating a Plan in 2010<br />Build your project plan on the web<br />Assess the level of tasks to be reported on within th...
Build a Web based Plan <br />
Project Server 2010 Planning<br />As in 2007 you can Collaborate and Publish<br />Select the Level of tasks to report in o...
Your Gantt Chart on the Web<br />
Project Server 2010 Teams<br />Build your Team and review the Allocation while performing your booking<br />Use a graphica...
The new Team Builder<br />
Project Proposal Workflow<br />
PMO Process Workflows<br />Build your SDLC in SharePoint <br />Link directly to your PMO package Deliverables<br />Customi...
Optimize your Portfolio<br />
Manage your Portfolio<br />The purpose of Portfolio Management is t manage your portfolio<br />Find an Automatic Savings f...
Manage Financials<br />
Manage your Financials<br />Build in Estimates to Complete<br />Check your Estimation Accuracy<br />Check your Portfolio A...
Impact Questionnaire<br />
Resource Plan in Project 2010<br />
Resource Management Guide<br />In order to 100% Resource Manage here are the items you need to know:<br />Resources are no...
Risk Evaluation form in 2010<br />
Build PMO Templates & Forms<br />Use InfoPath or Visual Studio to make live templates & forms in Project Server 2010<br />
Project Health Map<br />
Portfolio Timeline<br />
Resource Optimizer<br />
Scenario Planning<br />
Project Reporting in 2010<br />
Dashboards by Department<br />
Project Dashboard via Phases<br />
“PMO Out of the Box” 2010<br />PMO Build  a complete <br />Process Delivery<br />Overview<br />Sharon Summers<br />EPM Sol...
PMO Process Workflow<br />Build your  PMO in 1 Year Complete!<br /><ul><li>Imagine your Customized PMO build complete with...
1 Process Area per month x 12 Key Areas (includes sub-workflows)
Includes your PMO SharePoint site design!</li></li></ul><li>PMO Organization <br />Build your PMO Organization<br /><ul><l...
ITVAMP will assist you in selecting the roles for your organization for an internal PMO
Determine your EPMO structure Corporate or IT PMO
Corporate PMO’s make mandates.
IT PMO’s have a harder time with Methodology Acceptance.</li></li></ul><li>PMO Process Framework<br />Begin with a Framewo...
PMO Process Workflow<br />Build your  PMO with Visio 2010<br /><ul><li>Customize your PMO with Process and Sub-Process Lev...
Consolidate Projects & Programs
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Project server 2010 presentation itvamp_080411

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Meet Project Server 2010 - ITVAMP, LLC presents EPM/PMO Process and the SharePoint 2010 Project Server Approach. This is ITVAMP's 10th Year in Business!

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Project server 2010 presentation itvamp_080411

  1. 1. Meet Project Server 2010<br />A Total EPM /PPM Solution<br />Quick view<br />Sharon Summers<br />EPM Solutions Provider since 2001<br />Celebrating our 10 year Anniversary<br />
  2. 2. Introducing: The EPM Dream Team<br />
  3. 3. Where were we in the Past?<br />Organizations built the standard Project Server stand alone application<br />Organizations installed SharePoint 2007 along with Project Server 2007<br />Organizations installed Portfolio Server as a separate instance of software<br />
  4. 4. Project Server & SharePoint 2010<br />
  5. 5. Project & Portfolio Management<br />Integrated project and portfolio management<br />Changes in integrated project and portfolio management include end-to-end demand management and portfolio analysis solutions, and the ability to manually schedule tasks and effectively schedule using a top-down (top-down estimating: An estimating method that uses the actual costs of a previous, similar project as the basis for estimating cost totals of a current project. This method is often used when there is limited information about the project.) approach.<br />
  6. 6. Invest in your Portfolio<br />Invest into your work<br />Manage Resources<br />Share with the Enterprise <br />Project and Portfolio levels must be in sync<br />Build the appropriate teams with time allowed.<br />Collaborate and Report<br />Make the user experience easy<br />Scale your project information up or down<br />Enhance Project Reports<br />Connect Platforms<br />
  7. 7. Project Server 2010 Engagement Strategy<br />Build your PMO Assessment<br />Capture PMO Process & Technology Requirements<br />Map Technology to Business Requirements<br />Build 2010 Technology as well as PMO roadmap as PMO may be on lower maturity level than the tool<br />Re-engineer 2007 PMO Process to 2010 Process<br />Provide Timeline, Plan and Costs for 2010 Rollout<br />
  8. 8. Create Plan from Template<br />
  9. 9. Creating a Plan in 2010<br />Build your project plan on the web<br />Assess the level of tasks to be reported on within the tool<br />Determine if a more detailed plan is required outside of the tool .<br />Server Performance is key so test your environment in a Playground or Development area.<br />Ensure the Dev area replicates your real environment.<br />Assess what roles need what versions i.e., Project Professional Pro Desktop 2010 vs. PWA only.<br />ITVAMP has a best practice for the role assignments<br />
  10. 10. Build a Web based Plan <br />
  11. 11. Project Server 2010 Planning<br />As in 2007 you can Collaborate and Publish<br />Select the Level of tasks to report in on the Project Server.<br />Understand the difference between SharePoint workflow for approvals and PMO Process Workflows<br />Build SDLC in Templates<br />Customize the Enterprise Templates<br />Create PMO Packages designed by Project Criteria<br />Build in an RBS<br />Use Visio to build WBS linked to Project Server 2010.<br />Web Access for designated roles<br />
  12. 12. Your Gantt Chart on the Web<br />
  13. 13. Project Server 2010 Teams<br />Build your Team and review the Allocation while performing your booking<br />Use a graphical format to review resources<br />ITVAMP provides support and Resource Pool builds and Allocation Reports<br />PMO Assessment<br />Capture PMO Process & Technology Requirements<br />Map Technology to Business Requirements<br />Build Technology as well as PMO roadmap as PMO may be on lower maturity level than the tool.<br />
  14. 14. The new Team Builder<br />
  15. 15. Project Proposal Workflow<br />
  16. 16. PMO Process Workflows<br />Build your SDLC in SharePoint <br />Link directly to your PMO package Deliverables<br />Customize your Gates and link to SharePoint Approvals.<br />Define Where you will place $Funding Gates<br />Guide your project managers through the process<br />
  17. 17. Optimize your Portfolio<br />
  18. 18. Manage your Portfolio<br />The purpose of Portfolio Management is t manage your portfolio<br />Find an Automatic Savings for your CIO or CEO<br />Consolidate Projects<br />Manage your Demand<br />Do not Approve Every Build your SDLC in SharePoint <br />Link directly to your PMO package Deliverables<br />Customize your Gates and link to SharePoint Approvals.<br />Define Where you will place $Funding Gates<br />Guide your project managers through the process<br />
  19. 19. Manage Financials<br />
  20. 20. Manage your Financials<br />Build in Estimates to Complete<br />Check your Estimation Accuracy<br />Check your Portfolio Actual Rollups<br />Project Server Financials will link to other Financial Applications i.e.; SAP, Hyperion, PeopleSoft Financials<br />Warning! Build your Financial Management Process 1st. Do not build Financials in Project Server without a defined process.<br />
  21. 21. Impact Questionnaire<br />
  22. 22. Resource Plan in Project 2010<br />
  23. 23. Resource Management Guide<br />In order to 100% Resource Manage here are the items you need to know:<br />Resources are not just People<br />Carry an Operations bucket of time<br />Add in Administrative hours for each resource as Admin Time<br />Configure Time and Reporting in Project Server 2010<br />New Resource Management roles are required:<br />Resource Manager, Resource Analyst, Resource Administrator<br />
  24. 24. Risk Evaluation form in 2010<br />
  25. 25. Build PMO Templates & Forms<br />Use InfoPath or Visual Studio to make live templates & forms in Project Server 2010<br />
  26. 26. Project Health Map<br />
  27. 27. Portfolio Timeline<br />
  28. 28. Resource Optimizer<br />
  29. 29. Scenario Planning<br />
  30. 30. Project Reporting in 2010<br />
  31. 31. Dashboards by Department<br />
  32. 32. Project Dashboard via Phases<br />
  33. 33. “PMO Out of the Box” 2010<br />PMO Build a complete <br />Process Delivery<br />Overview<br />Sharon Summers<br />EPM Solutions Provider since 2001<br />Celebrating our 10 year Anniversary<br />
  34. 34. PMO Process Workflow<br />Build your PMO in 1 Year Complete!<br /><ul><li>Imagine your Customized PMO build complete with Methodology, Process, SDLC, Templates & Branding of Forms as well as your Project Server 2010 EPM Technology built in 1 year!
  35. 35. 1 Process Area per month x 12 Key Areas (includes sub-workflows)
  36. 36. Includes your PMO SharePoint site design!</li></li></ul><li>PMO Organization <br />Build your PMO Organization<br /><ul><li>Select the PMO Hierarchy and Roles
  37. 37. ITVAMP will assist you in selecting the roles for your organization for an internal PMO
  38. 38. Determine your EPMO structure Corporate or IT PMO
  39. 39. Corporate PMO’s make mandates.
  40. 40. IT PMO’s have a harder time with Methodology Acceptance.</li></li></ul><li>PMO Process Framework<br />Begin with a Framework<br />
  41. 41. PMO Process Workflow<br />Build your PMO with Visio 2010<br /><ul><li>Customize your PMO with Process and Sub-Process Levels with inputs and outputs as well as artifacts or deliverables.</li></li></ul><li>PMO Maturity Levels <br />Build up to Portfolio Management<br /><ul><li>Manage and Optimize your Portfolio
  42. 42. Consolidate Projects & Programs
  43. 43. See Immediate $avings per year with a Level % Portfolio Management Process.</li></li></ul><li>Marketing & Press <br />Sharon Summers interviews in PM Magazine<br /><ul><li>This article highlights the sensible way to handle Financial Management in this economy
  44. 44. “There is no need to cut resources if you manage your portfolio of projects.”
  45. 45. Sharon sites and example of savings in the millions she found for an organization </li></li></ul><li>ITVAMP Podcast <br />Listen to Sharon Summers’ IT Podcast Management<br /><ul><li>Listen for Tips on EPM and PPM as well as Portfolio Management Practices
  46. 46. How to build a PMO Right!
  47. 47. Corporate or Non Corporate PMO that is the Question!</li></li></ul><li>Join me on LinkedIn<br />Join Sharon on Social Media<br /><ul><li>Listen for Tips on EPM and PPM as well as Portfolio Management Practices
  48. 48. How to build a PMO Right!
  49. 49. Corporate or Non Corporate PMO that is the Question!</li></li></ul><li>See my Video on You Tube<br />EPM + SAP + HR = PMO Connections<br />
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