The document outlines a presentation on demand management using Project Server 2010, led by Hans Hoet from Ordina. It covers key concepts such as project request processes, workflow design, and building workflows in Visual Studio. Additionally, it highlights the integration of custom workflows with SharePoint and offers contact information for further inquiries.

1. Project Server 2010Demand management using workflow

2. Hans HoetCompetence Center Leader EPMMicrosoft Project MVP2+ years @ Ordina7 years experience Microsoft EPMHans.Hoet@ordina.be0478/80.71.21

3. AgendaIntroduction to demandmanagementTypical approachDemand management in Project Server 2010Introduction to Project Server WorkflowWorkflow Elements in Project Server 2010Workflow ConceptsWorkflow Services and ActivitiesBuilding the WorkflowDesign the WorkflowCreate the Workflow in Project Server and Visual StudioOrdina offeringQ&A3

4. Introduction to Demand ManagementCapture all requestsWorkflowReview and Select4

5. Typical ApproachCreate RequestEmail requestReview requestApprove / RejectBuild projectscheduleReporting5

6. DemandManagement in Project Server 2010Project Request approval process6DEMO

7. Introduction to Project Server Workflow7

8. Workflow Elements in Project ServerEnterprise Project TypesLinked to WorkflowWorkflow PhasesWorkflow StagesProject Detail PagesCustom Field propertiesProject Detail PagesWeb PartsCustom FieldsRead OnlyRequired8

9. Workflow ConceptsProject Server Workflows are SharePoint Site WorkflowsNew in SharePoint 2010Workflow ActivitiesDefines an action to be performed by the workflowMany built-in activities available (both SharePoint and Project Server)Workflow ServicesExpose methods to ActivitiesActivities access the APIs through the Workflow Services9

10. Workflow Services10Custom Workflow ServiceProject ServerAPIPSICustom ActivityProject Workflow ServiceProject Server ActivitySetProjectStage, …SharePoint Workflow ServiceSharePoint APISharePoint ActivitySendEmail, …

11. Project Server Workflow Activities11

12. Requirements to create WorkflowsVisual Studio 2010 (.NET Framework 3.5)SharePoint Designer is NOT supportedVisual Studio must be installed on the Project Server machineOnly for developing the WorkflowNot in production environmentAdministrative rights onServer machineSharePoint farm12

13. Building The Workflow13

14. Design the Workflow14Project RequestCreateYesNoMeets CriteriaSelectApprovedNoCancelledLead ApprovalYesExecutionExecution

15. Create the WorkflowCreating Workflow elements in Project ServerCreating the Workflow in Visual Studio15DEMO

16. Ordina OfferingBuild custom Workflows for Project Server and SharePointOrdina Guide ConceptPre-populate Project Sites with document templates16Template LibrarySite CollectionProject SiteOrdina Guide

17. Wrap-upProject Server Workflows are SharePoint Site WorkflowsProject Server Workflow elementsEnterprise Project Type, Stages, Project Detail Pages, Custom FieldsCreate the Workflow in Visual Studio 2010OOB Workflow Services & ActivitiesCustom Workflow Service & ActivitiesExtend Project Workflows with custom solutionsOrdina Guide, …17

18. Q&A and Contact informationQuestions?Contact InformationHans HoetHans.Hoet@ordina.be0478/80.71.21www.ordina.be18?

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