Presented

1. Effectively Manage
Enterprise Projects with
Microsoft Project Server
Dux Raymond Sy, PMP, MVP

2. 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

3. 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

4. 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

5. Look Familiar?
Courtesy of NicksTrafficTricks.com
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6. 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

7. Project Management Maturity
Level
1:
Ini+al
Level
2:
Repeatable
Level
3:
Defined
• No PM • Basic PM
PEOPLE • 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

8. What’s Enterprise Project Management?
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9. 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

10. 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

11. Typical MS Project Server Lifecycle
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12. 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

13. 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

14. 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

15. 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

16. 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 plan
Watch: Effectively Planning, Tracking and Controlling
Projects with Microsoft Project 2010 http://spgur.us/jdQnae
@meetdux #msproject

17. 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

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

19. 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

20. 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

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

22. Key Steps to Tracking in Project Server
1. Resource enter updates
2. PM approves/rejects updates
3. Project schedule gets republished
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23. Reporting
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24. 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

25. 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

26. 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

27. Thank
You!