12/20/2010

1

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

12/20/2010

2

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

12/20/2010

3

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

Choose the Right Tools that Can Evolve with

You

Project &

Portfolio Management

Web-Based Project Editing (Project Server)

12/20/2010

4

Connected Platform

12/20/2010

5

Microsoft Project Server

2010

Includes

Project Portfolio

functionality

Changes From Project Server

2007

Project Portfolio

Server 2007

Project Server

2007

Microsoft Office

SharePoint Server

2007 (optional)

Built on….

Microsoft SharePoint

Server 2010 Enterprise

Edition

Project

Gateway

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

12/20/2010

6

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

14

Project

Server 2003

Project

Server 2007

Project Server

2010

Project

Professional 2003

Full

connectivity - -

Project

Professional 2007 -

Full

connectivity

Connectivity to

Server in BCM* (Project

Professional 2007

SP2 required)

Project

Professional 2010 - - Full connectivity

12/20/2010

7

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)

12/20/2010

8

12/20/2010

9

Fluent UI (Ribbon) Manual Scheduling Web-based project editing

demonstration

12/20/2010

10

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

Tasks

• Approved work goes to the plan

• Standalone Task Assignment approval

• Import from Timesheet

• Project Task Assignments only

Tim

esheet • Approved work

goes to the Timesheet

• Standalone Timesheet line approval – New!

• Import from My Tasks

• Admin time, Personal Tasks and Billing Categories

Sin

gle

Entr

y M

ode

• Approved work goes to the plan and to the Timesheet

• Integrated line approvals

• No import required

• All line types and billing categories supported

12/20/2010

11

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!

Timesheets

demonstration

12/20/2010

12

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

12/20/2010

13

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)

Personal BI

“My Ad-Hoc Needs”

Department BI

“My Group’s Needs”

Enterprise BI

“My Company’s Needs”

Microsoft Business Intelligence

Tools

Excel Services

Performance Point Services

SQL Server Reporting Services

SQL Server 2008 R2 PowerPivot

Visio Services

Project Visual

Reports

12/20/2010

14

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

2003

Project

2007

Project

2010

OLAP Analysis

Databases 1 1 Many

Cubes within the

Analysis Database 3 14 14

12/20/2010

15

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

12/20/2010

16

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

12/20/2010

17

Microsoft EPM Solution

Enterprise Project Management

Manage

Collaboration & Reporting

Plan

Work Planning

Select

Portfolio Selection

Create

Demand Management

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

12/20/2010

18

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

– Project Site Template

– Department

Out-of-the-Box EPTs Sample Proposal - Workflow driven

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)

12/20/2010

19

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

– 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

PDPs

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

12/20/2010

20

Unified Project and Portfolio Management Key benefits of Project Server 2010

Process Overview

Business Drivers Definition

Business Drivers Prioritization

Aligning Projects/Proposals to

Business Drivers

Projects/Proposals Prioritization

Portfolio Analysis (cost, resource)

12/20/2010

21

Portfolio Management

demonstration

12/20/2010

22

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