Timesheet Deployment Considerations with Microsoft Office EPM Solution

Timesheet Deployment Considerations with Microsoft Office EPM Solution David Ducolon Program Manager Project Microsoft Corporation

What You will Learn How to setup security and approvals What is the dataflow for timesheets How to customize the EPM timesheet What is in SP 1 for timesheets Considerations for integrating with 3 rd party accounting systems What are the differences between admin project and other projects

The Approval Process Publishes Assignment Owner Updates Project With approved progress Project Plan Resources on Project Tasks Reports hours And progress Timesheet Review RBS Manager Or Category Member

Accesses and Security Category permissions Global permissions

Accesses and Security Approvals Category controlled RBS by default Project Manager & Resource Manager Adjustments Adjust Actuals Integration using the PDS Permission = Integrate_with_external_ts_system

Where is Your Data? Data flow for timesheet features Time Entry Self Assignments Admin Projects Initial assignments Notify your manager… After the fact reporting Approvals

Before you Begin Customize Project Web Access Time tracking Modes Periods – What are they Do I need them?

Using Managed Periods Converting to managed periods Synchronizing with protected actuals Open & Closed periods

Customizing the Timesheet View How to get custom fields in the timesheet Published Fields

Customizing the Timesheet View How to get custom fields in the timesheet Project Professional

Customizing the Timesheet View How to get custom fields in the timesheet Project Web Access

Customize Timesheets David Ducolon Program Manager Project

Do I need SP 1? What is in SP 1 for timesheets Ability to lock down a project task Sync to Protected Actuals Local Resources loose actuals Custom Ent. Calendar w/sync to protected actuals Admin Projects Two assignments, one task – actuals get moved

Timesheet PDS API Integration With External Timesheet System – Global Permission INTEGRATE_WITH_EXTERNAL_TS_SYSTEM Methods: Assignments. Save For open periods, the PDS saves the assignment but does NOT log a transaction in MSP_WEB_WORK_ADJUSTED. If the assignment belongs to a resource for which the user has Adjust Actuals permission, the PDS saves the assignment regardless of whether it falls in a closed-out period. The PDS also logs a new transaction in MSP_WEB_WORK_ADJUSTED. If the assignment belongs to a resource for which the user does not have Adjust Actuals permission, the PDS returns an error.

Timesheet PDS API Methods: Assignments. Project. Manager. Update Must have Adjust Actuals permission for the resource on the assignment in question Must have permission for “Integrate With External Timesheet Systems” Methods: Assignments. Get Must have View Resource Assignments permission for the requested resources. Must have permission for “Integrate With External Timesheet Systems”

PDS - Assignments. Get David Ducolon Program Manager Project

Non Project Time The Administrative Project Assign no task before its time Resource assignments Notify your manager of non project time Forcing a time phased contour

Summary Timesheets are fully customizable Managed Periods require a strong process commitment Adjustments don’t affect project schedules MSP_WEB_WORK is where it all begins

© 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.