Effectively Managing Enterprise Projects w/ Project Server

Effectively ManageEnterprise Projects withMicrosoft Project ServerDux Raymond Sy, PMP, MVP

Presentation Objectives¡  In this presentation, you will learn how to ¡  Build an Enterprise Project Management (EPM) solution based on Microsoft Project Server ¡  Create a portfolio of projects using new and existing project plans ¡  Manage and optimize project resources across the enterprise ¡  Collaborate with geographically distributed project team members using Project Web Access ¡  Identify and assign responsibility for project risks and issues ¡  Monitor and analyze performance of enterprise projects and portfolios ¡  Leverage SharePoint 2010 collaboration tools @meetdux #msproject

Dux Raymond Sy, PMP ¡  Managing Partner, Innovative-e, Inc. ¡  SharePoint Server MVP ¡  Author, “SharePoint for Project Management” by O’Reilly Media ¡  For more information, connect with Dux ¡  E-Mail: dux.sy@innovative-e.com ¡  Twitter: twitter.com/meetdux ¡  LinkedIn: meetdux.com/li ¡  Blog: meetdux.com @meetdux #msproject

Agenda¡  Is Project Server The Silver Bullet?¡  Effectively Initiating and Planning Projects¡  Facilitating Efficient Team Collaboration¡  Tracking and Reporting Relevant Project Status¡  Questions and Answers @meetdux #msproject

Look Familiar? Courtesy of NicksTrafficTricks.com @meetdux #msproject

Let’s Get Priorities in Order¡  Tools don’t run projects¡  Realize that Project Server is a tool, to be successful in project management, organizations should have ¡  Relevant project management process ¡  Well-defined standards ¡  Accountable people @meetdux #msproject

Project Management Maturity Level 1: Ini+al Level 2: Repeatable Level 3: Deﬁned •  No PM •  Basic PMPEOPLE •  PM Certification background training •  Automated •  PM Process workflows ,PROCESS •  Ad-hoc Standardized portfolio reporting •  Templates, Scheduling and •  Paper, Word,TOOLS Collaboration •  EPM Tool Excel, Email Tool @meetdux #msproject

What’s Enterprise Project Management? @meetdux #msproject

What’s a PMIS?¡  A Project Management Information System (PMIS) is a standardized set of automated project management tools available within the organization and integrated into a system¡  Used by the project management team to ¡  Support the generation and maintenance of project artifacts ¡  Facilitate communication and feedback ¡  Monitor project activities ¡  Control project changes ¡  Analyze and forecast project performance¡  Contains real-time information essential for initiating, planning, executing, controlling, and closing a project @meetdux #msproject

What is Microsoft Project Server 2010?¡  An enterprise project management tool that supports ¡  Project schedule development and management ¡  Resource Management ¡  Project/Portfolio Reporting ¡  Team Collaboration ¡  Artifact Management¡  Works with ¡  Project Professional 2010 ¡  SharePoint Server 2010 Enterprise @meetdux #msproject

Typical MS Project Server Lifecycle @meetdux #msproject

Typical MS Project Server Lifecycle¡  Iterative planning and tracking process 1.  Project manager creates project plan using Project Professional and publishes the plan to Project Server 2.  Project Server sends an e-mail to the team members notifying them of their new task assignments in the project. Team members can view this assignment via Project Web Access 3.  Team members update their project progress via Project Web Access 4.  Project manager receives and reviews updates. After reviewing, task updates are accepted or rejected 5.  Project manager publishes the latest schedule changes 6.  At any time during the life of the project, executive management can view the status of an individual project or all projects in the organization’s portfolio @meetdux #msproject

Setting Up Enterprise Standards¡  Before you start using Project Server, configuring it based on your PM standards & processes is necessary ¡  Don’t use the tool until you have a defined standard¡  Standardized templates ensures consistency ¡  Enterprise Global Template ¡  Enterprise Resource Pool @meetdux #msproject

Getting Started¡  Before creating a project plan, make sure that ¡  Project initiation activities have been completed and planning has began ¡  Work Breakdown Structure (WBS) has been defined @meetdux #msproject

Key Steps in Creating a Project Plan 1.  Start a new project 2.  Enter tasks 3.  Enter estimates 4.  Establish dependencies 5.  Build a project team 6.  Assign resources 7.  Publish assignments 8.  Refine plan 9.  Baseline planWatch: Effectively Planning, Tracking and ControllingProjects with Microsoft Project 2010 http://spgur.us/jdQnae @meetdux #msproject

Project Collaboration¡  What are typical collaborative activities project team members engage in? @meetdux #msproject

SharePoint Provides Collaboration Tools¡  Information Management ¡  Centralized Storage ¡  Version Control ¡  Check-in / Check-out¡  Project Activities ¡  Requirements Gathering ¡  Meetings ¡  Documenting Lessons Learned¡  Microsoft Office Integration @meetdux #msproject

What are you tracking?¡  Typical areas that are tracked ¡  Schedule ¡  Budget ¡  Change¡  Project tracking entails ¡  Monitoring ¡  Analyzing ¡  Correcting @meetdux #msproject

Key Steps to Tracking in Project Server 1.  Resource enter updates 2.  PM approves/rejects updates 3.  Project schedule gets republished @meetdux #msproject

Reporting @meetdux #msproject

Microsoft Project for the Masses¡  Guidance for mid-size orgs with resource and schedule management challenges without standardized PM processes, training and tools¡  Shows how an organization can get up and running to solve a particular set of problems in the quickest manner possible¡  A practical approach to get quick wins for both management and all stakeholders¡  For more info http://spgur.us/MSPFM @meetdux #msproject

Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback @meetdux #msproject

Thank You!

Effectively Managing Enterprise Projects w/ Project Server

by Dux Raymond

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