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Effectively Manage Enterprise Projects with Microsoft Project Server
Dux Raymond Sy, PMP, MVP
@meetdux #msproject
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
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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: [email protected]
¡ 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
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Courtesy of NicksTrafficTricks.com
Look Familiar?
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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
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Project Management Maturity
PEOPLE • No PM
background • Basic PM
training • PM Certification
PROCESS • Ad-hoc • PM Process
Standardized
• Automated workflows , portfolio reporting
TOOLS • Paper, Word,
Excel, Email
• Templates, Scheduling and Collaboration Tool
• EPM Tool
Level 1: Ini+al Level 2: Repeatable Level 3: Defined
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What’s Enterprise Project Management?
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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
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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
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Typical MS Project Server Lifecycle
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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
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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
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
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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
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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
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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
Project Collaboration
¡ What are typical collaborative activities project team members engage in?
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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
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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
What are you tracking?
¡ Typical areas that are tracked ¡ Schedule
¡ Budget
¡ Change
¡ Project tracking entails ¡ Monitoring
¡ Analyzing
¡ Correcting
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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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Reporting
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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
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
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Questions?
E-Mail: [email protected]
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: meetdux
How did you like the presentation? http://meetdux.com/feedback
Thank You!
