Evolution
of
Enterprise Project Management (EPM)
presentation for
MPUG Austin Texas
Greg Bailey
Vice President
gbailey@quantumpm.com
832-527-0970
Agenda
Microsoft Project 98 to Project Server 2003
Desktop Evolution
5 Pillars of EPM
Tips and Tricks
Wizards, Wizards, Performing Magic
Did you know … ?
About QuantumPM
Domestic and International locations
130 + implementations of Project Server 2003
Multiple Microsoft Project MVP’s
Technical Editor Que Book/ Enterprise Chapters
MPUG Column-”Ask Brian”
OPM3 PMI Committee
Host Microsoft Project 2003
Specialties are Microsoft Project Server
implementations and PMO Set up
Portfolio Management set up with EPK Portfolio
Methodology design with CMD Corp
PMI Certified Training Provider
QuantumPM Clients
Microsoft Dobson Communications
Bearing Point
Fort Huachuca U.S. Army Energizer Corporation
Information Systems CitiFinancial
Command
Ballard Power Hyperion
Warner Music Group IBM
ITG Software Solutions ADP
Fraser Health
Maricopa County Department Sony/BMG Music
of Transportation Enterprise Rent-A-Car
Perot Systems
ALTESS0(Army)
Fossil
New York Tax Authority DCS-E (Army Europe)
Fort Knox Arizona Supreme Court
JFCOM
Wyndham Corporation Leo Burnett
OXY Virginia Department of
Quest Transportation
Methodist Hospital
Microsoft Project Evolution
Desktop to Enterprise Server
Comparing Versions of Microsoft Project
Usability
Project and Portfolio Management
Resource Management
Project Tracking
Project Collaboration
Programmability
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Usability
Microsoft® Office interface (Excel, Word,
PowerPoint, Visio, Outlook)
Schedule formatting and controls
Schedule visualization: Gantt Charts, network diagrams,
customized data fields, baseline rollup
Project Guide
Smart tags
Project wizard
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Usability (continued)
Calendar wizard
Tracking wizard
Enterprise-wide shared project Templates
Compare project versions
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Project and Portfolio Management
Enterprise Global Project portfolio views (Project Center)
Graphical status indicators (from lists, values, or formulas)
Integrated portfolio viewing security
Advanced project portfolio analysis (Portfolio Analyzer)
Enterprise Global: Project, Resource, and Task custom field
codes
Automatic synchronization for Enterprise Global
configuration settings (views, calendars, tables, VBA macros,
custom fields and codes, etc.)
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Resource Management (continued)
Resource Leveling
Enterprise-wide Resource Pool
Defined “Generic” resources
Project and Resource Analysis based on: portfolios, resource
skills and other attributes, remaining availability, etc.
Semi-automated resource substitution (based on skills and/or
other customized attributes)
Integrated Resource remaining availability
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Resource Management (continued)
Resource work-load modeling (Portfolio Modeler)
Advanced resource workload projections and analysis
(Portfolio Analyzer)
Automatic views of resource assignments across multiple
projects
What-if “Proposed” vs. “Committed” resource analysis
Customized Multi-value resource attribute codes
Delete resources from Enterprise Global Resource Pool
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Project Tracking
Web-based timesheets
New Task creation and delegation
Outlook Timesheet integration
Protected Baseline schedule data
Managed Timesheet periods
Controlled Timesheet resubmissions
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Project Tracking (continued)
Monetary Earned Value or Earned Work
Earned Valued for multiple Baselines
Earned Value for % Physical Complete
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Collaboration
Automated email notifications
Electronic Status Reports
Integrated project Risk management
Integrated project Issues management
Integrated project Document management
Automated Alert messaging (task assignments, Risks &
Issues changes, document updates)
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Programmability
Visual Basic® for Applications (VBA)
COM+ Add-ins
Microsoft Office Web Components (OWC) integration
Active-X controls
Web Parts
Project Data Services (PDS) using SOAP and .NET
technologies
Basic Functions New Functions Enhanced Functions
Comparing Versions of Microsoft Project
Project Project Pro Pro
98 2000 2002 2003
Programmability
XML data read/write
Customizable Project Guide
Integration with SharePoint Team Services (discontinued with
Project Server 2003)
Integration with Windows SharePoint Services
SharePoint Portal indexing and search features
Database table partioning
Basic Functions New Functions Enhanced Functions
Enterprise Project Management
Enables Success
Leverage technology
Empower people Strategy
Gain Insight and
Control People EPM Process
Streamline
Processes Technology
Establish repeatable
best-practices
5 Pillars of EPM
1) Project Management C Project Center
2) Resource Management C Resource Center
3) Collaboration Management C Status
reports, alerts, timesheets, and updates
4) Artifact Management C Risks, Issues,
Documents
5) Organizational Readiness C planning,
skills, training
The Microsoft EPM Solution
Sophisticated 3-Tier Application
Easily Create Enterprise
Team Participation Project Schedules
Line of
Business
Systems
Centrally Store Projects, Project Documents,
Resources & Reporting Issues/Risks & Tasks
Project Web Access – Easy to Use
Internet Explore Browser Interface
Control menus are “Links” (top, side, in-frame)
The “Home” page shows collaboration “Alerts”
Built-in “Help”
Customizable (add/remove links)
Project Web Access – Easy to Use
Home Page – Links to other functions
1) Project Management
Project Portfolios
1) Project Management
Project Portfolio Analysis
Adam needs more
work
Pat has too much
work
2) Resource Management
Resource Pool – Composition and Attributes
2) Resource Management
Resource Assignments
2) Resource Management
Resource Availability
3) Collaboration Management
Electronic Status Reports
3) Collaboration Management
Electronic Alerts and Messages
3) Collaboration Management
Electronic Timesheets and Updates
3) Collaboration Management
Electronic Timesheets and Updates
4) Artifact Management
Risks, Issues, and Documents
4) Artifact Management
Risks
4) Artifact Management
Issues
4) Artifact Management
Documents
5) Organizational Readiness
Project manager skills (people and
communications)
Defined roles and responsibilities
Standard practices and business processes
Training (tools, processes, and procedures)
Auditing (schedules, processes, methods)
5 Pillars of EPM
1) Project Management C Project Center
2) Resource Management C Resource Center
3) Collaboration Management C Status
reports, alerts, timesheets, and updates
4) Artifact Management C Risks, Issues,
Documents
5) Organizational Readiness C planning,
skills, training
Tips & Tricks
Things you wish you knew…yesterday!
Tips & Tricks
Project Database Overview
Microsoft Project is a Graphical User Interface
(GUI) to Tables in a Database
Tasks + Resources = Assignments
Task 1 Res 1 Assign 1
Task 2 Res 2 Assign 2
Task 3 Res 3 Assign 3
… etc … … etc … … etc …
Tips & Tricks
Scheduling Algorithm
Microsoft Project solves the following equation
for each task edit… watch for Smart Tags
Work = Duration * Units
Tips & Tricks
Scheduling Algorithm
You can set the Task Type, which affects the
calculation method
Task Types
Tips & Tricks
There are 3 major task types
Work = Duration * Units
If the Task Type And you change variable in the
is: formula:
Duration Units Work
Fixed Duration Work Work Units
Fixed Units Work Duration Duration
Fixed Work Units Duration Duration
Microsoft Project changes these
Tips & Tricks
Auditing a schedule (QuantumPM QSA tool)
Tips & Tricks
Auditing a schedule (QuantumPM QSA tool)
Tips & Tricks
Many usability and productivity features
Delete key – only deletes the cell
F2 key – fast text editing
Drag and fill – to populate multiple cells
Move columns – drag and drop columns
Wrapped headers – when column narrows
Multiple windows (split and separate panes)
Improved Network Diagrams – better display
and controls
Tips & Tricks
Multiple Windows – Splitting the screen
Microsoft Project Menu Sequence:
Window + New + Select project + View
Window + Arrange All
Tips & Tricks
Multiple Windows – Splitting the screen
Tips & Tricks
How do I show the calculated the Critical Path?
What are the “best-practices” for using task
Constraints?
How do I Assign or Remove Resources?
What about resource costs? ($$$ vs. Work)
What’s changed in the Baseline functions?
Tips & Tricks
How do I show the calculated the Critical Path?
Answers:
Show Total Slack (anything over zero has slack)
Use text and Gantt chart colors
Tips & Tricks
How to I set text colors?
Tips & Tricks
How do I show the calculated the Critical Path?
What are the “best-practices” for using task
Constraints?
How do I Assign or Remove Resources?
What about resource costs? ($$$ vs. Work)
What’s changed in the Baseline functions?
Tips & Tricks
Best Practices: do NOT constrain tasks
Tips & Tricks
Best Practices:
Constrain milestones with linked tasks
Set “Deadlines” for tasks
Tips & Tricks
How do I show the calculated the Critical Path?
What are the “best-practices” for using task
Constraints?
How do I Assign or Remove Resources?
What about resource costs? ($$$ vs. Work)
What’s changed in the Baseline functions?
Tips & Tricks
How do I assign resources?
Name1, Name2, Name3, …
Assign Resources selection window
Tips & Tricks
How do I show the calculated the Critical Path?
What are the “best-practices” for using task
Constraints?
How do I Assign or Remove Resources?
What about resource costs? ($$$ vs. Work)
Set resource rate = 1
Set Tools + Options + View + Currency Symbol = “H”
What’s changed in the Baseline functions?
New rollup to summary task controls
New Earned Value for multiple baselines
Tips & Tricks
Comparing schedules – a menu tool
Tips & Tricks
Comparing schedules
View the differences between the schedules
Tips & Tricks
What about graphical indicators?
Example:
Schedule Indicators
If Cost >= 10,000 then Red light
If Cost >= 5,000 then Yellow light
If Cost >= 0 then Green light
If Cost < 0 then Green flag
Tips & Tricks
Output to other Microsoft Office products
Analyze Timescaled Data in Excel
Copy Picture Wizard
How do I use a “Hammock” task?
Tips & Tricks
Analyze Timescaled Data in Excel
Tips & Tricks
Analyze Timescaled Data in Excel
Tips & Tricks
Analyze Timescaled Data in Excel
Tips & Tricks
Output to other Microsoft Office products
Analyze Timescaled Data in Excel
Copy Picture Wizard
How do I use a “Hammock” task?
Tips & Tricks
Copy Picture Wizard
Tips & Tricks
Copy Picture Wizard
Tips & Tricks
Copy Picture Wizard
Tips & Tricks
How do I use a “Hammock” task?
A Hammock Task uses data from other tasks
A parent-child relationship is formed
The Hammock Task shows the data from the “parent”
task
Tips & Tricks
How do I use a “Hammock” task?
Menu Steps:
Select a task data cell(s)
Copy the cell content into the cut/paste buffer
Edit + Paste Special + Link within the “child” task cell(s)
Tips & Tricks
How do I use a “Hammock” task?
Tips & Tricks
How do I use a “Hammock” task?
EPK-Portfolio™
Roll-up of milestones and graphical indicators
“Drill-down” into multiple projects via http
User definable views with advanced sorting, grouping,
filtering, color patterns, symbology
Printing with preview
Handles ALL effort
Projects
Support/Operations
initiatives, proposals, investment opportunities
“Stage-gate” based workflow
Create projects from PWA
Top-down budgeting
Fiscal periods
User defined cost categories
Man-hours, headcount (FTEs), $
Top-Down Budgeting
Roll-up GIs and Milestones
Portfolio View with Milestones
QuantumPM LLC
www.quantumpm.com
gbailey@quantumpm.com
832-527-0970
Brian Kennemer Microsoft Project MVP
blog: http://www.projectified.com
Q&A