Implementing Resource Implementing Resource Management within EPMManagement within EPM
Roy KayaharaRoy KayaharaProgram ManagerProgram ManagerMicrosoft Office ProjectMicrosoft Office ProjectMicrosoft CorporationMicrosoft Corporation
Today You Will LearnToday You Will Learn
How to set up and administer your How to set up and administer your enterprise resource poolenterprise resource pool
How to use resource custom fields to How to use resource custom fields to help Project Managers and Resource help Project Managers and Resource ManagersManagers
How to use the RBS to control securityHow to use the RBS to control security
Ideas for provisioning your resource Ideas for provisioning your resource pool and custom field look-up tablespool and custom field look-up tables
Implementation PlanningImplementation Planning
Who will use the system?Who will use the system?Project Managers? Resource Managers? Project Managers? Resource Managers? Other?Other?
Understand their expectations and needsUnderstand their expectations and needs
Security needsSecurity needsWho is allowed to see what data about Who is allowed to see what data about which resources?which resources?
Who is allowed to perform which Who is allowed to perform which functions?functions?
Planning Your DataPlanning Your Data
What are the requirements for resource What are the requirements for resource data?data?
Code fields for reporting and OLAPCode fields for reporting and OLAPSkills or other attributes for project Skills or other attributes for project staffingstaffing
Which resources should be in the Which resources should be in the resource pool? resource pool?
Who will be used as a project team Who will be used as a project team member?member?
Sources of resource dataSources of resource dataManual entry vs. synchronizing with LOB Manual entry vs. synchronizing with LOB systemsystem
Terminology and ConceptsTerminology and Concepts
Enterprise resource poolEnterprise resource pool
Custom fieldsCustom fields
Users vs. resourcesUsers vs. resources
SecuritySecurity
RBSRBS
Capacity and availabilityCapacity and availability
Enterprise Resource PoolEnterprise Resource Pool
Common pool of resources that can be Common pool of resources that can be shared by all projects on the servershared by all projects on the server
Maintained in the Project Server databaseMaintained in the Project Server database
Contains named resources (people), Contains named resources (people), material resources and Generic material resources and Generic resourcesresources
Added to project teams:Added to project teams:Using Team Builder (Project Pro or PWA)Using Team Builder (Project Pro or PWA)
By mapping local resources to existing By mapping local resources to existing enterprise resourcesenterprise resources
Resource Custom FieldsResource Custom Fields
User-defined fields can be specified for User-defined fields can be specified for resources and used for:resources and used for:
Reports, PWA views and OLAP viewsReports, PWA views and OLAP viewse.g. Department, cost center, etc.e.g. Department, cost center, etc.
Finding resources for a projectFinding resources for a projecte.g. Position or role, job category, skills, e.g. Position or role, job category, skills, location, etc.location, etc.
Enterprise custom fields can enforce Enterprise custom fields can enforce standardizationstandardization
EROCsEROCs
EROC = Enterprise Resource Outline EROC = Enterprise Resource Outline CodeCode
EROC 30 reserved for RBSEROC 30 reserved for RBS
EROCs 1-29 available for your useEROCs 1-29 available for your use
Great for hierarchical data needed for Great for hierarchical data needed for reporting roll-upsreporting roll-ups
Organizational affiliationOrganizational affiliation
Geographic regionsGeographic regions
Financial accounting system codesFinancial accounting system codes
ERMVsERMVs
ERMV = Enterprise Resource Multi-ERMV = Enterprise Resource Multi-Value codeValue code
EROCs 20-29 can have multiple valuesEROCs 20-29 can have multiple values
Useful for representing skills, Useful for representing skills, certifications, etc. where a resource certifications, etc. where a resource can have multiple valuescan have multiple values
e.g. “Department Manager” and “Project e.g. “Department Manager” and “Project Manager”Manager”
Sample Data SourcesSample Data Sources
Financial Accounting System Financial Accounting System CRM ApplicationCRM Application
Corporate HR SystemCorporate HR System
Project Server AdministratorProject Server Administrator
• Resource pool dataResource pool data• SkillsSkills• Organizational structureOrganizational structure
• Financial codesFinancial codes• Sales regionsSales regions• etc.etc.
• Custom field definitionsCustom field definitions• Generic resourcesGeneric resources
Project ServerProject Server
Users versus ResourcesUsers versus Resources
Users:Users:Can login to and use the systemCan login to and use the system
Are granted permissionsAre granted permissions
Can receive email and alertsCan receive email and alerts
Resources:Resources:Can be used on project teamsCan be used on project teams
Can be assigned to tasksCan be assigned to tasks
Often the same … but not alwaysOften the same … but not alwayse.g. Executive users, material resourcese.g. Executive users, material resources
Resource Breakdown StructureResource Breakdown Structure
RBS is stored in EROC 30RBS is stored in EROC 30
Security rules controlling access to Security rules controlling access to projects and resources are based on projects and resources are based on the RBSthe RBS
Timesheet RM approval is based on the Timesheet RM approval is based on the RBSRBS
RBS-Based Security RulesRBS-Based Security Rules
Resource rules based on RBS:Resource rules based on RBS:Resources I manageResources I manage
Resources I manage directlyResources I manage directly
Project rules based on RBS:Project rules based on RBS:Projects managed by resources I manageProjects managed by resources I manage
Projects assigned to resources I manageProjects assigned to resources I manage
Resource Object PermissionsResource Object Permissions
Assign ResourceAssign ResourceControls who can assign a resource to a Controls who can assign a resource to a projectproject
Edit Enterprise Resource DataEdit Enterprise Resource DataControls who can update enterprise Controls who can update enterprise resource data resource data
See Enterprise Resource DataSee Enterprise Resource DataControls who can view (but not update) Controls who can view (but not update) enterprise resource dataenterprise resource data
Sample Org StructureSample Org StructureChandraChandraManagerManager
Design & DevDesign & Dev
MickMickPlanning LeadPlanning Lead
LubaLubaDesign LeadDesign Lead
IraIraPlanner 1Planner 1
SandySandyPlanner nPlanner n
SteveSteveDesigner 1Designer 1
ChantalChantalDesigner nDesigner n…… ……
Resource Custom FieldsResource Custom Fields
Generic ResourcesGeneric Resources
Placeholder used for planningPlaceholder used for planning
Usually based on roles or skillsUsually based on roles or skills
Resources with similar attributesResources with similar attributes
Generic resourceGeneric resource
Generic ResourcesGeneric Resources
Active Directory SyncActive Directory Sync
AD can be used to manage AD can be used to manage membership in Project Server security membership in Project Server security groups groups
Synchronize PS security groups with AD Synchronize PS security groups with AD groupsgroups
AD can be an alternate source of AD can be an alternate source of resource dataresource data
Synchronize the enterprise resource pool Synchronize the enterprise resource pool with an AD groupwith an AD group
Using AD for PS SecurityUsing AD for PS Security
11
Determine users for Project Server 2003Determine users for Project Server 2003
22
Assign
Determine which users to assign to Project Server 2003
security groups
Determine which users to assign to Project Server 2003
security groups
33 Determine groups to create in Active
Directory
Determine groups to create in Active
Directory
Project Server 2003 security groups andEnterprise Resource Pool
Project Server 2003 security groups andEnterprise Resource Pool
Team MembersTeam Members
Project ManagersProject Managers
Using AD SynchronizationUsing AD Synchronization
Tips for Using AD SyncTips for Using AD Sync
Project Server administrator defines Project Server administrator defines the security groups and associated the security groups and associated permissionspermissions
AD administrator defines which users AD administrator defines which users belong to which groupsbelong to which groups
AD Sync propagates group membership AD Sync propagates group membership and creates PS users if necessaryand creates PS users if necessary
Avoid running it concurrent with Avoid running it concurrent with normal user accessnormal user access
Things You Should KnowThings You Should Know
Enterprise resource names must be Enterprise resource names must be uniqueunique
EROCs and ERMVs have character set EROCs and ERMVs have character set restrictionsrestrictions
Don’t use prohibited special Don’t use prohibited special characters /";:<>|[],.'?~`!$%^&*()-+={}\,characters /";:<>|[],.'?~`!$%^&*()-+={}\,
Don’t use the Windows list separator Don’t use the Windows list separator character in field valuescharacter in field values
Bigger lookup tables means slower Bigger lookup tables means slower project loadingproject loading
Final TipsFinal Tips
Advanced resource data must be Advanced resource data must be maintained via Project Pro or direct maintained via Project Pro or direct database editsdatabase edits
All resource data (including cost rates All resource data (including cost rates and custom fields) are visible in and custom fields) are visible in projects using those resourcesprojects using those resources
Don’t include data that Project Pro users Don’t include data that Project Pro users aren’t supposed to seearen’t supposed to see
Take-AwaysTake-Aways
Use resource custom fields for reporting and Use resource custom fields for reporting and Project Manager data needsProject Manager data needs
Define processes for keeping look-up tables Define processes for keeping look-up tables updated and synchronized with LOB systemsupdated and synchronized with LOB systems
Establish procedures to handle EPM security Establish procedures to handle EPM security changes for new hires, transfers, etc.changes for new hires, transfers, etc.
Consider using AD sync to manage security Consider using AD sync to manage security groupsgroups
Use the RBS for security and approval Use the RBS for security and approval workflowworkflow
Use other outline codes for reporting rollupsUse other outline codes for reporting rollups
Related SessionsRelated Sessions
DC175: DC175: Configuring the Microsoft Office Configuring the Microsoft Office Project Server from Scratch: What You Project Server from Scratch: What You Should Know and Why Should Know and Why
DC220: DC220: Enterprise Outline Codes: what are Enterprise Outline Codes: what are they and how do I use them? they and how do I use them?
OPR275OPR275 How to organize and plan your How to organize and plan your people and resources for EPMpeople and resources for EPM
D300,D301D300,D301 Project Data Service (PDS) Project Data Service (PDS)
PO320: PO320: Reporting - A best practices look at Reporting - A best practices look at reporting with in the EPM Solution reporting with in the EPM Solution
DC440DC440 Security: Logons, permissions and Security: Logons, permissions and viewsviews
© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
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