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

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

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 Entry 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) Business Drivers

20 12/20/2010

demonstration

Portfolio Management

21 12/20/2010

Microsoft Project 2010

- Resources

• Product information and trial download – http://www.microsoft.com/project – Project Team Blog http://blogs.msdn.com/project • Interactive content - Videos & Sessions & Webcasts – http://www.microsoft.com/showcase/en/US/channels/microsoftproject – http://www.microsoft.com/events/series/epm.aspx • IT Professional related – TechCenter @ TechNet http://technet.microsoft.com/ProjectServer – Admin Blog http://blogs.technet.com/projectadministration • Developer related – Developer center @ MSDN http://msdn.microsoft.com/Project – Programmability blog http://blogs.msdn.com/project_programmability • Additional questions? Project 2010 Forums! – http://social.msdn.microsoft.com/Forums/en- US/category/projectserver2010,projectprofessional2010 • SharePoint 2010 – http://sharepoint.microsoft.com