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!

1. Meet Project Server 2010 A Total EPM /PPM Solution Quick view Sharon Summers EPM Solutions Provider since 2001 Celebrating our 10 year Anniversary

2. Introducing: The EPM Dream Team

3. Where were we in the Past? Organizations built the standard Project Server stand alone application Organizations installed SharePoint 2007 along with Project Server 2007 Organizations installed Portfolio Server as a separate instance of software

4. Project Server & SharePoint 2010

5. Project & Portfolio Management Integrated project and portfolio management 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.

6. Invest in your Portfolio Invest into your work Manage Resources Share with the Enterprise Project and Portfolio levels must be in sync Build the appropriate teams with time allowed. Collaborate and Report Make the user experience easy Scale your project information up or down Enhance Project Reports Connect Platforms

7. Project Server 2010 Engagement Strategy Build your PMO Assessment Capture PMO Process & Technology Requirements Map Technology to Business Requirements Build 2010 Technology as well as PMO roadmap as PMO may be on lower maturity level than the tool Re-engineer 2007 PMO Process to 2010 Process Provide Timeline, Plan and Costs for 2010 Rollout

8. Create Plan from Template

9. Creating a Plan in 2010 Build your project plan on the web Assess the level of tasks to be reported on within the tool Determine if a more detailed plan is required outside of the tool . Server Performance is key so test your environment in a Playground or Development area. Ensure the Dev area replicates your real environment. Assess what roles need what versions i.e., Project Professional Pro Desktop 2010 vs. PWA only. ITVAMP has a best practice for the role assignments

10. Build a Web based Plan

11. Project Server 2010 Planning As in 2007 you can Collaborate and Publish Select the Level of tasks to report in on the Project Server. Understand the difference between SharePoint workflow for approvals and PMO Process Workflows Build SDLC in Templates Customize the Enterprise Templates Create PMO Packages designed by Project Criteria Build in an RBS Use Visio to build WBS linked to Project Server 2010. Web Access for designated roles

12. Your Gantt Chart on the Web

13. Project Server 2010 Teams Build your Team and review the Allocation while performing your booking Use a graphical format to review resources ITVAMP provides support and Resource Pool builds and Allocation Reports PMO Assessment Capture PMO Process & Technology Requirements Map Technology to Business Requirements Build Technology as well as PMO roadmap as PMO may be on lower maturity level than the tool.

14. The new Team Builder

15. Project Proposal Workflow

16. PMO Process Workflows Build your SDLC in SharePoint Link directly to your PMO package Deliverables Customize your Gates and link to SharePoint Approvals. Define Where you will place $Funding Gates Guide your project managers through the process

17. Optimize your Portfolio

18. Manage your Portfolio The purpose of Portfolio Management is t manage your portfolio Find an Automatic Savings for your CIO or CEO Consolidate Projects Manage your Demand Do not Approve Every Build your SDLC in SharePoint Link directly to your PMO package Deliverables Customize your Gates and link to SharePoint Approvals. Define Where you will place $Funding Gates Guide your project managers through the process

19. Manage Financials

20. Manage your Financials Build in Estimates to Complete Check your Estimation Accuracy Check your Portfolio Actual Rollups Project Server Financials will link to other Financial Applications i.e.; SAP, Hyperion, PeopleSoft Financials Warning! Build your Financial Management Process 1st. Do not build Financials in Project Server without a defined process.

21. Impact Questionnaire

22. Resource Plan in Project 2010

23. Resource Management Guide In order to 100% Resource Manage here are the items you need to know: Resources are not just People Carry an Operations bucket of time Add in Administrative hours for each resource as Admin Time Configure Time and Reporting in Project Server 2010 New Resource Management roles are required: Resource Manager, Resource Analyst, Resource Administrator

24. Risk Evaluation form in 2010

25. Build PMO Templates & Forms Use InfoPath or Visual Studio to make live templates & forms in Project Server 2010

26. Project Health Map

27. Portfolio Timeline

28. Resource Optimizer

29. Scenario Planning

30. Project Reporting in 2010

31. Dashboards by Department

32. Project Dashboard via Phases

33. “PMO Out of the Box” 2010 PMO Build a complete Process Delivery Overview Sharon Summers EPM Solutions Provider since 2001 Celebrating our 10 year Anniversary

35. 1 Process Area per month x 12 Key Areas (includes sub-workflows)

37. ITVAMP will assist you in selecting the roles for your organization for an internal PMO

38. Determine your EPMO structure Corporate or IT PMO

39. Corporate PMO’s make mandates.

42. Consolidate Projects & Programs

44. “There is no need to cut resources if you manage your portfolio of projects.”

46. How to build a PMO Right!

48. How to build a PMO Right!