Ordina SOFTC Presentation - Demand management using workflow Project Server 2010


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Ordina SOFTC Presentation - Demand management using workflow Project Server 2010

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