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Project-Server-2010-MPUG-CIC-12-14-2010.Pdf 12/20/2010 Overview of Project Server 2010 For MPUG Central Indiana Chapter Bud Ratliff Sean Pales 14 December 2010 Sponsor • Rick Miller and Eric Galloway www.infopoint.com 1 12/20/2010 Introductions • Bud Ratliff, The Solarity Group Project Management Training www.solarity.com • Sean Pales, Prosymmetry Project Server Hosting and Implementation www.prosymmetry.com Common experience across full PPM lifecycle Flexible project capture and initiation Enhance governance through workflow Powerful portfolio selection analytics Simple and Intuitive User Experience Fluent UI (Ribbon, Backstage view) Intuitive Excel-like behavior Timeline & Team Planner views Web-based project editing Enhanced Collaboration & Reporting Connect teams with SharePoint Sync Built on SharePoint Server 2010 Better time and status reporting Easily create reports and dashboards Scalable and Connected Platform Extend interoperability Simplified administration Rich platform services Developer Productivity 2 12/20/2010 Common experience across full PPM lifecycle Flexible project capture and initiation Enhance governance through workflow Powerful portfolio selection analytics Simple and Intuitive User Experience Fluent UI (Ribbon, Backstage view) Intuitive Excel-like behavior Timeline & Team Planner views Web-based project editing Enhanced Collaboration & Reporting Connect teams with SharePoint Sync Built on SharePoint Server 2010 Better time and status reporting Easily create reports and dashboards Scalable and Connected Platform Extend interoperability Simplified administration Rich platform services Developer Productivity Choose the Right Tools that Can Evolve with You Project & Portfolio Management Web-Based Project Editing (Project Server) 3 12/20/2010 Connected Platform 4 12/20/2010 Changes From Project Server 2007 Project Portfolio Microsoft Project Server Server 2007 2010 Project Gateway Includes Project Server Project Portfolio 2007 functionality Built on…. Microsoft SharePoint Microsoft Office Server 2010 Enterprise SharePoint Server Edition 2007 (optional) Major Architectural changes • Available in 64 bit only (server) – Only supported on 64 bit version of Windows 2008 Server as the operating system – Only supported on 64 bit SQL Server as the database server • Internet Explorer 7.0 and higher for Project Web Access (PWA) (no third party browser support in PWA) • Dependency on the SharePoint Server 2010 Enterprise (no longer installable on top of Windows SharePoint Services/SharePoint Foundation) • New Services Application architecture • No more ActiveX 5 12/20/2010 Project Server 2010 Software Requirements Internet Explorer IE7/IE8 Excel 2007/2010 Project Professional 2010/2007 Project Server 2010 SharePoint Server 2010 Enterprise SQL Server 2005/2008/R2: Standard or Enterprise Windows Server 2008/R2: Standard, Enterprise, or Data Center Editions • Check TechNet for Hardware Requirements • Optional Software • Exchange 2007 SP1 or later • Team Foundation Server 2010 for Application Lifecycle Management Project Server and Professional Version Compatibility matrix Project Project Project Server Server 2003 Server 2007 2010 Project Full - - Professional 2003 connectivity Connectivity to Project Full Server in BCM* - Professional 2007 connectivity (Project Professional 2007 SP2 required) Project - - Full connectivity Professional 2010 14 6 12/20/2010 32-bit and 64-bit desktop version Two flavors similar to Office 2010 Enable Larger Programs using more memory ( x64) Program Faster Operations (x64 and x86) 7 12/20/2010 8 12/20/2010 demonstration Fluent UI (Ribbon) Manual Scheduling Web-based project editing 9 12/20/2010 1. 2. 3. 4. Three Modes of Time entry • Minimal data entry overhead • Integrated Work - Single Entry Mode • Two views of actual work • Plan • Timesheet • Approved work • Approved work • Approved work goes to the plan goes to the goes to the plan • Standalone Task Timesheet and to the Tasks Assignment • Standalone Timesheet approval Timesheet line • Integrated line • Import from approval – New! approvals Timesheet • Import from My Timesheet • No import • Project Task Tasks Assignments only • Admin time, required Personal Tasks and • All line types and Billing Categories billing categories supported Single Single Entry Mode 10 12/20/2010 Surrogate Timesheets • No longer supported in Project Server 2010, their functionality is superseded by the Delegate function • The My Tasks and My Timesheet dialogs are fully functional in Delegate mode • Statusing API now has a “impersonation free” option • Delegation extends through to Approval Center and beyond – Includes timesheet approval – No need to take ownership & republish! demonstration Timesheets 11 12/20/2010 Exchange Server Integration • Allows Project Server users to view Project Server tasks in Outlook tasks – Replaces the Outlook Add-in – Removes ActiveX dependency • Requires configuration in both Project Server and Exchange Server • Can update Percent Complete or Total/ Remaining work • Does not support timesheet update – Can be used in Single Entry Mode Evolution of Business Intelligence (BI) in Project Server • Project Server 2003 – Limited reporting relying on OLAP Databases • Project Server 2007 – Significant enhancements in the reporting infrastructure – Hard to build comprehensive dashboards using out-of- box functionality – Relying on “legacy” Office Web Components (OWC) ActiveX components • Project Server 2010 – Leveraging the architecture of Project Server 2007 – Building on the powerful collaboration and BI platform of SharePoint 2010 w/ Enterprise CAL 12 12/20/2010 Benefits of Excel Services • Easy sharing of data both inside and outside your corporate environment – Reports presented via web interface • Wide availability authoring tool – Office Excel 2007 or Excel 2010 client • Most IW Report Authors are familiar with core Excel functionality (Pivot Tables/Charts) Microsoft Business Intelligence Tools Personal BI Department BI Enterprise BI “My Ad-Hoc Needs” “My Group’s Needs” “My Company’s Needs” Project Visual Reports SQL Server Reporting Services Performance Point Services Excel Services Visio Services SQL Server 2008 R2 PowerPivot 13 12/20/2010 Reporting database enhancements • With the integration of Project Portfolio Server functionality into Project Server 2010 in this release, Portfolio data elements were added to the Reporting Database The Progression of Analytic Data Project Project Project 2003 2007 2010 OLAP Analysis 1 1 Many Databases Cubes within the 3 14 14 Analysis Database 14 12/20/2010 Multiple OLAP Databases Overview • Breaks down the EPM cube build process into different chunks • Departmental filtering • More Admin control – Departmental filtering of cubes – Control over intrinsic (out-of-the-box) fields included in cube builds • Multi-Language Support – Based on the Language Packs installed Microsoft Project 2010 15 12/20/2010 Unified Project and Portfolio Management What is Demand Management? Part of the overall Project Server 2010 solution You can capture all work proposals in one single place Workflows are a component of Demand Management which you can use to automate your existing business processes –optional, not required You can create customized workflows as well as pages for displaying and collecting information from the end users Workflows, along with other key concepts, are captured and integrated within the demand management feature set 16 12/20/2010 Microsoft EPM Solution Enterprise Project Management Create Select Plan Manage Demand Portfolio Work Collaboration Management Selection Planning & Reporting NOTE: Phases are custom tailored to the business needs, drivers, and governance Demand Management Concepts Enterprise Project Types Workflows Stages/Phases Project Detail Pages SharePoint/Custom Web-parts Enterprise Custom Fields 17 12/20/2010 Enterprise Project Type (EPT) • Enables project creation with template schedule, workflow, and workspace • Blueprint for creating a Proposal • Groups these components: – Project Server Workflows – Project Details Page (PDP) – Stages – Phases – Project Plan Template Out-of-the-Box EPTs – Project Site Template Sample Proposal - Workflow driven – Department Basic Project Plan - Non workflow driven Project Server Workflows • Not all EPTs require workflows • Allows for a custom approval process • Workflow supports: – Simple Project Lifecycle (single stage/approval) – Complex Project Lifecycle (multi-stage/approval) • Overlaid on SharePoint Workflows • Create Custom Workflows created in Microsoft® Visual Studio® 2010 (SharePoint Designer is NOT supported) 18 12/20/2010 Project Details Page (PDP) SharePoint Web Part page that is used to drive the project lifecycle – Used to input and/or view data – Can add other SharePoint Web Parts – Includes project fields – Can be reused for other Stages PDPs – Is “project” aware – Library of PDPs can be used across multiple EPTs/Stages Out-of-the-Box PDPs Post-Implementation Review Project Details Project Information Proposal Details Proposal Schedule Proposal Stage Status Proposal Summary Schedule Strategic Impact Unified • Project Server 2010’s Demand Management: – Supports Work Management and governance – Unifies project and portfolio management – Flexible and extensible – Build on SharePoint Server 2010 19 12/20/2010 Unified Project and Portfolio Management Key benefits of Project Server 2010 Process Overview Business Drivers Business Drivers Definition Prioritization Aligning Projects/Proposals Portfolio Analysis Projects/Proposals to Prioritization (cost, resource)
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