Microsoft Office Enterprise Project Management Solution
Quick Reference Guide
Introducing the New Microsoft Enterprise Microsoft SQL Server™ Reporting Services for report,
model definition, and full run-time report environment.
Project Management Solution
Enterprise ready: Improved performance with the Active
Cache and Queuing Service.
Intelligently Manage the Entire Investment Life Cycle
Built on Microsoft Windows® SharePoint® Services:
from Strategic Portfolio Decisions to Managing Work
Project Web Access has the same look and feel as
The Microsoft® Office Enterprise Project Management (EPM)
Windows SharePoint Services with the ability to customize
Solution is an end-to-end collaborative portfolio, project, and
through Web Parts.
resource management environment that helps organizations
Extensible: Redesigned Project Server Interface
gain visibility, insight, and control to enhance decision-
application programming interface (API), Server-Side
making, improve alignment of project and work initiatives
Events, and Workflow capabilities for improved process
with the business strategy, maximize resource utilization, and
measure and increase operational efficiency.
The EPM Solution is for organizations that want a complete What Has Been Improved
solution, from top-down portfolio planning, optimization, and Timesheets include fiscal periods, reporting against
tracking to standardization across projects and programs, summary tasks and projects, better tracking of non-
centralized resource management, and strong team project time, separate progress versus time spent, and
coordination. The EPM Solution provides a central repository much more.
of portfolio, project, and resource information to consistently More out-of-the-box templates and the ability to
manage and report on all work across the enterprise. customize richer templates.
Robust top-down portfolio management and tracking, and
improved project planning, tracking, and resource
What’s New in the EPM Solution
Some of the important capabilities now available in the EPM
Expanded Project Workspaces for collaboration.
Better integration with Microsoft Office Outlook®
Portfolio Management: Standardize business case
(timesheet integration, To-Do Bar, tasks on the calendar,
development; establish business drivers for project
alignment; select and prioritize projects according to
Expanded Timesheets functionality separate from task
defined constraints; define optimal portfolios for value
maximization; track project portfolios using summary
Integration of SQL Server Reporting Services for real-time
project cost and schedule data.
Financial Management: Cost Resources for planned and
New sophisticated architecture with high availability and
actual cost by task; Multicurrency support; Budget
scalability through the use of four databases and a
definition and tracking.
multithreaded queuing system together with published
Manage all work: Multiple Undo for “what-if” scenarios;
methods of the Project Server Interface API for easier
Proposals and Activity Plan features for full life cycle
line-of-business systems integration.
project management; Manage Programs through Master
Projects that can be scheduled, tracked, and reported;
Deliverables Management for definition of key What Are the Major Impact Areas
commitments with dependencies across the organization; Complete Project Portfolio Management capabilities.
Task updates with previews to assess impact on Project Create in Project Web Access for short-duration projects
Plans. and maintenance work with Server-Side Scheduling.
Resource management: Resource Plans and Team Financial controls at the Portfolio, Program, and Project
Resources for capacity planning; Timesheets for tracking level with full budget development and tracking of actuals.
project and non-project work. Coverage of the entire project life cycle from Proposals to
Reporting: Cube Building Service and Reporting Data post-project Activity Plans for operations work.
Service support incremental updates versus full cube Resource timesheets and task updates.
rebuilds; Visual Reports of project plans; integration with Integrated Enterprise Reporting through a Reporting Data
Service taking published data to the reporting database
and a Cube Building Service from the Reporting Data Visibility and Insights
Service. Surfaces information for analysis of your investments in work,
Support of workflow for integration of business processes and resources from one-time projects to complex programs
to project work with the Event Service support of Windows and portfolios across their entire life cycle.
Easier to Get Started
Architecture Increases value by enabling organization-wide adoption
The EPM Solution has a three-tier architecture and consists of through integration with familiar tools, to communicate
a range of products offering capabilities for specific business status, and to work effectively as teams.
needs. The architecture is built for scale and reliability. The
emphasis on integration and openness makes the EPM Enterprise Ready
Solution programmable and extensible. It is built with Delivers a dependable, scalable solution both in terms of
powerful reporting and integrated with familiar tools. number of users and different types of work, while providing
a high-performance and manageable infrastructure.
At a high level, the solution offers the following applications:
Extensible and Programmable
Provides an extendable platform with workflow, application
integration, and custom development.
EPM Solution Benefits
The EPM Solution provides a wide range of benefits for the
different stakeholders of Enterprise Project Management
within an organization.
Benefits for Executives
Capture, align, select, and prioritize all projects and
programs, and all work initiatives with enterprise objectives.
● Gain better visibility of all the work taking place in your
● Manage your portfolio of project and program
● Implement top-down budgeting and cost tracking.
● Anticipate project problem areas and make changes
Overview of the Enterprise Project accordingly.
● Attain deeper insight into resource allocation for better
alignment with strategic priorities.
Benefits for the Project Management Office (PMO)
Improve the PMO value proposition through deeper project
analysis, standards definition, and better portfolio reporting.
● Improve analysis through Project Center, Data Analysis,
and Enterprise Reports of all project and program data.
● Accelerate definition and management of best practices
through the Project Guide, an interactive, step-by-step
planning aid that guides users through the steps of the
project management process.
• Easily create standard project plans for consistency and
time saving in your organization using enterprise
Management Solution templates.
The EPM Solution value proposition is built around four pillars, Benefits for Managers
taking advantage of the functionality that strives for true Accurately assess your project’s needs to effectively deploy
adoption and sustainable business value. resources today and create Resource Plans for your
organization’s future work.
● Build the right plans through a rich set of tools to meet
your organizational goals.
● Drive accountability with your team through effective
● Help ensure organizational alignment and efficiency QUICK TIP
through rich reports.
Multiple Level Undo, Change Highlighting, and Task
Benefits for Team Members Drivers
Enhance information-sharing and coordination among project In Office Project Professional, project managers can visualize
teams for better participation, progress reporting, and the impact of changes and trace back their steps.
collaboration. To turn the Change Highlighting feature on or off, click the
View menu, and then click Hide Change Highlighting or
● Take advantage of project management infrastructure Show Change Highlighting. While the feature is enabled,
using everyday Microsoft Office tools with built-in all levels of tasks affected as a result of a change are
integration. highlighted with a color as a visual indicator. Using this
● Work more effectively with your team members through feature together with the Multiple Level Undo feature,
Windows SharePoint Services (workspaces and Web project managers can do “what-if analysis” by trying a set of
Services in Project Web Access). changes and then reversing unwanted changes.
● Be an active participant in your organization’s
transformation. If further analysis of a task’s schedule is needed, the project
manager can use Task Drivers in the Project menu to
Benefits for IT Organizations determine the factors (such as task dependency, calendar
Employ a cost-effective and enterprise-ready solution. constraints, schedule date, or vacation time) driving a task’s
● Easier to adopt with lower training and management
● Take advantage of existing skills and rely on an
experienced partner ecosystem.
● Meet your needs with a high-performance, scalable, and
more secure platform.
● Integration out of the box or with flexible customization.
● Defines the enterprise standard for project management
systems in the organization.
Create a Project
Creating project plans is facilitated by new features that
address the needs of both occasional and advanced project
managers. Server-side scheduling and tight integration with
Windows SharePoint Services provide tools for defining high-
level project plans and for shorter, maintenance-type
projects. The strong scheduling capabilities of Office Project
Professional are used for fully developing project plans. In this screen shot, a duration change highlights its impacts.
Enterprise Templates drive project management standards
and support best practices with predefined project Efficiently Manage All Work Activities
With the new EPM Solution it is easier to track a broader
The Project Guide supports users with step-by-step
range of work than just project work. Tracking of all work
instructions for project planning, tracking, and reporting.
activities (project and non-project) provides better control of
Creation of proposals and activity plans in Project Web an organization’s resource utilization.
Access can be upgraded to Office Project Professional for
full project plan development. Track Time for Unplanned Activities or Non-Project
The Project Task List feature of Windows SharePoint
Besides reporting the time spent on project activities, users
Services enables users to quickly create simple projects
can now report against non-project activities and
that can be imported into Office Project Server as they
administrative time through the use of Timesheets. These
evolve or for reporting purposes.
processes make possible the capturing of time spent on task-
oriented work and non-project time commitments that
historically have not been tracked in Project plans.
Managing Programs Also, after concluding a project, you can use Project Web
Access for closing and archiving of a project, as well as for
The EPM Solution helps organizations easily manage sets of the management of operations work, which usually follows
very large projects as a single program through the use of after completing a project.
Master Projects. Assign budgets, define key performance
indicators (KPIs), track progress, and handle issues all at the Functionality that supports the whole project life cycle
program level. includes:
Web-based interface for Proposals and Activity Plans for
project requests, short projects, and maintenance work
Handling Large Programs
With the EPM Solution, you can now manage large programs
Project Deliverables and Resource Plans.
efficiently to help improve performance. New solution
Extensive reports and views for tracking project phases.
capabilities to accomplish this include:
A high-performance scalable platform for handling large
and complex programs through the publishing of master QUICK TIP
projects. Create a Project Proposal
Active Cache and Server Queues for improved Using Proposals, high-level project plans can be defined,
performance. providing the key project information, milestones, and
Integration with a wide range of line-of-business resource demands.
applications for cost and time accounting and reporting.
Commitment list to easily show dependencies between 1. In Project Web Access, click Proposals and Activity
projects in a program. Plans in the left action pane.
2. In the New menu, click Proposal.
3. In the New and Import section, click New.
Support for Real-World, Top-Down Planning
4. Enter Name of the Project, Description, Start Date,
Define and manage large programs top-down, tracking the
Finish Date, and the Plan Owner. You can also add
program milestones separately from individual projects. Now
Details with tasks or resources with a Resource Plan or
it is possible to track dependencies between projects,
enabling meaningful reporting at the program level. This
5. Click Publish to complete the Project Proposal.
functionality is provided by using Master Projects and Project
Deliverables, new in this release of the EPM Solution. In You have now created a complete Project Proposal pending
addition, project work site provisioning means program sites approval.
can have sub-project work sites.
New features and capabilities for program reporting are now
available in the EPM Solution, including:
Enhanced Program Workspace, a portal for every
Rich standard and customized Program Reports.
Executive Dashboards and KPIs.
Program-level Risk and Issue reporting.
Managing the Whole Project Life Cycle
The EPM Solution provides the tools to support the full project
life cycle from concept stage to initiation, execution, Reporting with the EPM Solution
monitoring, and closure.
New and enhanced reporting functionality provided with the
Creating Proposals and Activity Plans EPM Solution enables greater insight for better decision-
Proposals in Project Web Access now enable project initiation making.
on the Web. Tracking Proposals provides better analysis of
project requests and enables the use of business processes to Visual Reports
track potential projects. Create a project task list and import With the Visual Reports features in Office Project Professional,
it in Project Web Access to become a project in Office Project project managers can create dynamic report templates in
Server. Create Proposals and have them authorized to Microsoft Office Excel® and Microsoft Office Visio®
become new Projects. Professional to communicate project status to different
The EPM Solution also provides 11 predefined data cubes that communicate with the project manager by using Assignment
are customizable and easily manageable, and run with Details to enter Transaction Comments and Task History,
improved performance. Attachments, Contacts, Related Assignments, and Notes. In
addition to Office Project Professional, task updates can be
Cube Building Service and Reporting Data Service done using Project Web Access, Microsoft Visual Studio®
The EPM Solution includes a graphical interface to build Team Center, and Outlook—this latter using a COM add-in
custom analytical cubes for reporting by picking from a list of available to Office Project Server customers.
data tracked in Project. The Cube Building Service relies on
the Reporting Data Service, which takes data in real time Project managers receive and approve or reject the task
from the published database to the reporting database. updates. After the updates are approved, team members can
import task updates to their Timesheets for approval by their
Additional reporting functionality now available in the EPM resource manager.
Unlimited enterprise custom fields with multivalue custom
fields. QUICK TIP
Enterprise Reports: a set of predefined reports integrating
Task Updates and timesheet submittal and approval
SQL Server Reporting Services within the EPM Solution.
Reporting Wizard: a guide to enable users to specify data Team members update project work in the Tasks, My Work
and print reports. section of Project Web Access. After they submit their task
Four new types of views for Resource Plans, Activity Plans, updates, the project manager approves or rejects their time
Timesheets, and My Work capabilities enhance screening on tasks in the Approvals, Task Updates section of Project
and reporting. Web Access.
At the end of each timesheet period, team members use
Timesheet Management Import Task Progress to show progress on their
timesheets along with any other administrative time spent
The EPM Solution offers another step in the evolution of during the period.
Project Timesheets. New functionality makes it possible not Resource managers can review, approve, and reconcile
only to track time against work performed, but also for timesheets against reported project, non-project work, and
timesheets to serve as input for financial systems. non-working time. You can use the following steps:
1. In Project Web Access, click the Action pane.
The EPM Solution now includes predefined project accounting 2. In the Approvals section, click Timesheet.
codes such as cost codes, which enables better integration 3. In the Review My Timesheet Summary, click My
into other timesheet and payment applications. Timesheet.
4. Click the Review Timesheet Detail page.
Reporting All Types of Work 5. Click Approve to complete the approval process.
Team members can now report how they spend their time on 6. In the Approvals section, click Admin Time.
project and non-project activities by entering their actual 7. Click the Review Admin Time Detail page.
hours against project tasks, summary tasks, projects, cost 8. Click Approve to complete the approval process.
codes, or non-project administrative tasks and other activities
in their timesheets. You now have the flexibility to define
multiple administrative time categories for non-project work.
Timesheet Approvals and Adjustment
Resource managers can now approve or reject timesheets
independently from project status updates sent to project
managers. They can use Timesheets to track and audit actual
time worked against tasks in a project. Timesheets are
approved by the timesheet owner and can have multiple,
Customized Timesheets and Task Management
Timesheets now support billable and nonbillable time and
fiscal periods, and are 100 percent HTML Web-based through
Project Web Access. Also, the EPM Solution now provides for
built-in task update approval workflow with rules. Managing Different Resource Types
The improved task management functionality provides the The ability to manage different types of resources is an
ability to include task details or report work in the My Work important focus area in the EPM Solution. Project managers
section of Project Web Access. Team members can require the flexibility to assign different types of resources in
projects aside from the existing work and material resources.
In the planning process, project managers need the ability to define the Date Range, Resource Units, and Utilization
build project budgets that can be tracked against actuals. settings for the Resource Plan, and then click Apply.
New solution capabilities to meet these needs include: 7. Define the hours for each resource in the resource
plan, and then click Save (or Publish).
In addition to work and material, a new resource type,
Cost, that can track arbitrary, non-time phased costs in
Budget resources to define total project budgets and track
actuals through the project summary level.
Team resources to assign work to a group of resources
that can self-assign or be assigned tasks by their resource
Capacity Utilization and Planning
With the EPM Solution, you can now do capacity planning with
high-level resource allocation when detailed resource
assignments (such as proposed and anticipated projects, or
single task projects) do not exist, or where assignments do
not accurately reflect resource availability. Managers now can
build Resource Plans that ensure the right people are
reserved in advance or assigned to high-priority projects
when detailed planning has not yet occurred. Resource Plans Portfolio Management
are created against project plans and can be used
independently or together with project plans developed in The EPM Solution now includes Microsoft Office Project
Office Project Professional, or with proposals or activity plans Portfolio Server 2007, a top-down portfolio management
in Project Web Access. Resource plans help an organization to solution that helps organizations to realize their potential by
effectively manage its future resource demand against identifying, selecting, managing, and delivering portfolios that
availability. best align with their business strategy. Office Project Portfolio
Server 2007 can help executives gain visibility, insight, and
New Resource Plans functionality includes: control across their project, program, and application
Resource selection (Build Team) from the Enterprise portfolios.
Support for start date, finish date, and units of resource
allocated to a project (FTE or Hours).
Project summary resource assignment to pull from
resource plan or project assignments.
Resource plan reporting in Office Project Server.
Create a Resource Plan
Resource and project managers can make resource
assignments to projects that have not yet been fully
developed thereby reducing the availability of the resource
for project work. To accomplish this, you can use the
1. In Project Web Access, under the Projects section of Gain visibility into your project, program, and application
the left Action pane, click Proposals and Activity portfolios by using Office Project Portfolio Server 2007 to
Plans. standardize and streamline the collection of data within one
2. On the New menu, click Activity Plan. enterprise system of record. Automate the governance
3. Complete your new Activity Plan, and then click Save processes across the organization to subject each project to
(or Publish). the appropriate governance controls throughout its entire life
4. After saving, click Resource Plan on the Activity Plan cycle. Measure and track portfolio performance to help ensure
page. the portfolios are managed effectively and realize the
5. Click Build Team, then click Add, and then click Save forecasted benefits.
to select resources for the project.
6. On the Resource Plan page, click View Options to Define Workflows and Automate Governance Controls
Office Project Portfolio Server 2007 enables you to define,
communicate, and standardize multiple workflows to help
manage the projects throughout their entire life cycle, while
enforcing the portfolio governance framework across your
The workflows establish a blueprint for your organization’s
governance framework to help ensure all projects complete
the necessary deliverables and receive managerial sign-off
before moving to the next life-cycle step. This audit
functionality keeps stakeholders aware and accountable as
projects move from business case creation to consideration to
Prioritize Business Strategy
One of the most critical tasks in the portfolio management
process is to define and prioritize the organization’s business
strategy. The Portfolio Optimizer module in Office Project
Portfolio Server 2007 includes the Pairwise Comparison Matrix
technique to help executives objectively prioritize business
strategy for the upcoming planning horizon.
Generate Charts to Map Potential Portfolio Investments
Centralize and Streamline Portfolio Data Collection Create charts and investment maps to visually evaluate the
Office Project Portfolio Server 2007 enables you to quickly competing investments from multiple dimensions using the
capture all project, program, and application investments in derived prioritization scores and other key metrics.
an enterprise repository, with easy-to-use customizable
templates to help ensure you standardize and streamline the
collection of essential data.
Capture all project, program, and application investments
in the Portfolio Builder module, providing you with a
holistic view of all your investment portfolios in one
Derive a strategic value score for projects
central system of record.
Use the intuitive prioritization wizard in Portfolio Optimizer
Quickly slice and dice the investments across portfolios to
to derive a strategic value score for projects.
create intuitive and informative reports using the flexible
Select an organization in the Builder Scorecard, and then
Standardize and streamline the collection of data across
click the Optimizer link on the main navigation bar.
the organization by defining templates and forms for each
investment type using the Portfolio Builder module of Click the Analyze link to launch the Open Dialog screen
Office Project Portfolio Server 2007. in the wizard.
Select a completed pairwise comparison matrix and
impact matrix, and then launch the wizard.
Click Next Step to derive the business driver priorities.
Click Next Step to launch the project to business driver
Click Next Step to derive a Strategic Value score for
Select the Portfolio Best Aligned with Strategic and
Employ sophisticated algorithms and embedded best
practices to quickly determine the optimal project or
program portfolio under varying budget and business
constraints (for example, cost, FTE, and interproject
Force in compliance or favorite projects, overriding the
optimization algorithm to ensure these projects are
included in the resulting portfolio.
Measure and Track Portfolio Performance
With the Portfolio Dashboard module of Office Project Portfolio
Server 2007, you can measure and track projects, programs,
and applications throughout their life cycle, giving you the
visibility to proactively identify potential issues, make
decisions, and help ensure that your portfolios deliver
maximum business value.
Analysts, managers, and executives can create
personalized scorecards to track portfolio investments,
and drill down from the organization level to view project,
program, and application-level status reports.
The snapshot reporting mechanism enables project,
program, and application managers to generate periodic
Finalize Portfolio Selection Using the Decision status reports to measure the overall health of each
Dashboard investment throughout its life cycle.
The Portfolio Optimizer Decision Dashboard enables portfolio Use the Office Project Portfolio Server 2007 report
analysts to publish key metrics and recommended portfolios generators to customize and publish report templates so
into an intuitive view, helping to provide executives with the you can standardize and streamline the reporting process
data to support project and program funding decisions. In across the organization.
real time, executives can model project and program funding
decisions and automatically see the impact on the portfolio’s
Integrate with Office Project Server 2007
Tight integration with Office Project Server 2007 can help
QUICK TIP ensure that customers and partners can quickly deploy world-
class portfolio analytical techniques and tools within the EPM
Generating an Efficient Frontier Solution. The out-of-the-box integration between the two
Assess your selected project portfolio against the Efficient solutions provides the following benefits:
Frontier. (Note: The steps below assume you have already Provide your organization with a scalable end-to-end
run an optimization scenario.) project portfolio management solution.
Help maintain data integrity between the two
Right click an optimization scenario, and select Insight environments through regular synchronization events.
Analysis from the Advanced Analysis options. Consolidate across project servers in a central enterprise
Wait while the Efficient Frontier generates.
Analyze the constraints (in the right panel) prohibiting
the portfolio from reaching the Efficient Frontier. Extending the EPM Solution
The EPM Solution offers an extendable platform for including
workflow, application integration, and custom development.
You can derive additional value by tailoring the solution to Capitalize on your existing IT experience and skills. The
your organization’s unique needs. Project Server Interface can be used with the .NET
Framework 2.0. Project Web Access is based on Windows
Capitalize on Investments SharePoint Services (version 3) with all of its capabilities
Take advantage of your existing investments by integrating exposed as Web Services. These elements make the Office
current software applications with the EPM Solution. Office Project Server 2007 application a true enterprise class
Project includes many out-of-the-box wizards for integration development platform.
with Microsoft Office system applications, such as the
previously covered reporting in Excel or Visio Professional and Business Processes
time reporting via Outlook. The EPM Solution also delivers The EPM Solution enables you to bridge business processes
solution starters such as the ERP Connector. You can also with project management. Office Project Server includes an
create custom integration or functional extensions with Event Service that enables use of the new Windows Workflow
published methods for the Project Server Interface included in Foundation. Office Project Portfolio Server includes built-in
the Office Project Server 2007 Software Development Kit workflow frameworks that can be tailored to your Project
(SDK). This API exposes all the functions of the server to the Portfolio Governance process for IT and other lines of
clients and can be extended. business.
For More Information on the Enterprise Project Management Solution
Category Online Location
Project Home Page http://office.microsoft.com/project/
Business Value from the Microsoft Enterprise http://www.microsoft.com/business/epm.aspx
Project Management Solution
MPA—the Official Industry Association of http://www.mympa.org/default.aspx
Microsoft Office Project
Microsoft Office Project Communities http://www.microsoft.com/technet/community/en-us/project/default.mspx
Microsoft Office Project Developer Center http://msdn.microsoft.com/office/program/project/default.aspx
Microsoft Office Project TechNet http://www.microsoft.com/technet/prodtechnol/project/default.mspx
Microsoft Office Project Support Information http://support.microsoft.com/default.aspx?pr=offpr2003