EPK extensions to Microsoft Project Server 2003 MPA
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EPK extensions to Microsoft Project Server 2003 MPA – San Francisco Bay Area Chapter Derek Loar, PMP – Sr. Account Manager, Pcubed September 1, 2005
About Pcubed • World’s pre-eminent project management solutions company – Over 350 trained PM specialists and consultants – Serving clients across all major industries – Experience in the Americas, Europe and Asia/Pacific – Microsoft EPM Enterprise Premier Partner Ann Arbor Chicago London Paris • Our Culture: – Pragmatic, no-nonsense approach to solutions – “Quick hit” successes; long-term client benefits – Our mission… make projects successful Cologne Boston New York Philadelphia Wash. , DC Seattle San Francisco Los Angeles Denver Dallas Sydney
Microsoft Office Project Server 2003 - EPK extensions • EPK-Portfolio™ - enhanced project roll-up/drill-down, top-down initiative planning, budgeting, reporting • EPK-Resources™ - resource planning and management at item level • EPK-Time™ - full functionality timesheet for task status and billing/chargeback/project accounting • EPK-Collaboration™ - manage Windows Share. Point Services® sites for portfolio items and Project schedules. View WSS items such as documents, issues, and risks across sites.
Overview of Microsoft Office Project Server 2003 EPK extensions Extensions built on Microsoft Office Project Server 2003 platform • Seamlessly integrated with Project Server/Project Web Access – Users have a single User Interface/single DB for all functions • EPK extensions utilize PWA security • Performance/scalability improvements
Microsoft Office Project Server 2003 with EPK extensions All Users & EPK functions Project Managers With EPK extensions Line of Business Systems Projects, Tasks, Resources Portfolio Items, operational efforts, initiatives, fiscal periods, budgets, stage-gates, workflow rules (by EPK) Documents, Issues, Risks
EPK-Portfolio™ • Handles ALL effort types with greater ease of use through Portfolio Items (PI): – Projects – Support/Operations – Initiatives, proposals, investment opportunities • Custom metadata such as alignment with corporate objectives • Roll-up of milestones and graphical indicators • “Drill-down” into multiple projects via http • User definable views with advanced sorting, grouping, filtering • Create portfolio items with or without a Project Professional plan • Top-down budgeting by hours, headcount (FTEs), cost
EPK-Resources™ • Includes all work including non-working time and operational and support • Captures agreement between RM and PM at PI level • Tabular entry for high level resource planning • Planning of non-working time in future • Can compare with rolled up MS Project assignments • Assists the “negotiation” process of staffing all work
EPK-Time™ • Timesheet covers all effort, not just “projects” • Task status and hours are independent • Allows charge of hours at project/phase level rather than only detail tasks • Charge time without requiring task assignments • Fiscal period reporting/interfacing of actual hours/costs • Dual approval. RM and PM for hours, plus PM for task status. • Vacation/non-working time planner • Both “lock-down” of individual/department timesheets and administrative “close out” • Allows interface with external systems (accounting, chargeback, billing) through custom API
Where is the data? EPK Portfolio (Analysis) Costs Accumulated Chargeable Items (either PI, PI Task, MSP Project, MSP Task or MSP Summary Task) Portfolio Item Can be Charged against Potential for Timesheet Feed PI Portfolio Data MSP Project Data Cost Types Can be compared against Agreed Scope Forecast Resource Plan MSP Forecast Timesheet Actuals Status Progressed Based on Costs Accumulated at MSP Task Level Based on PI Tasks being progressed Based on MSP Tasks being progressed Potential for Ticket (Task) feed Can be Progressed Via various feeds
How it could work – Portfolio Lifecycle 1. New PI submitted 3. Project can be created from Portfolio item 4. Resources can be committed by Resource Managers Submitted Review Approved Soft Booked Hard Booked Stage Owner PMO Proj Manager Res Manager Proj Manager Cost Focus PMO Scope Res Plan MSP Forecast Status Actuals 2. Portfolio can be managed (scenario planning). Resource demand vs supply 5. Portfolio can continue to be managed. KPI’s (milestones, actuals etc. . . ) can be reviewed from dashboard *Soft book plan – at the moment still not sure whether to build soft book plan within MSP or as a Resource Plan on EPK …This would be defined as part of a more detailed requirements review
Department Commitment View
Department Commitment Report
Some Users – – – – – AIMCO Carnival Cruise Lines Cox Communications Harcourt Mazda USA Mercy Medical Center Sunbeam Wachovia Yellow Roadway Blue Cross / Blue Shield of Florida
- Mpa timesheet
- Microsoft windows storage server 2003
- Project server 2003 database
- Ms project poprzedniki
- Microsoft project server resource management
- Microsoft project portfolio server
- Microsoft project server reporting
- Sbs 2003 cals
- Windows storage server 2003
- Net server 2003
- Windows 2003 sp
- Windows server 2003 developer
- Terminal server 2003
- Windows server 2003 eos