david hans
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Tracking and Updating with Project Server The Project Update Cycle Best Practise v Reality 11 th February 2004. David Hans. Agenda. Introduction Pcubed What is Updating? Prerequisites Best Practice? Maturity v Confusion? Demonstration Conclusion. What is Updating?. - PowerPoint PPT PresentationTRANSCRIPT
David Hans
Tracking and Updating with Project Tracking and Updating with Project ServerServer
The Project Update Cycle Best Practise The Project Update Cycle Best Practise v Realityv Reality
11th February 2004
Agenda
• Introduction• Pcubed• What is Updating?• Prerequisites• Best Practice? Maturity v Confusion?• Demonstration• Conclusion
What is Updating?
• Planning the Work, Working the Plan• Different Types using MS Project:
– Project Managers Secret Plan!– PMO Helping the Project Manager– Manual Timesheets– Project Web Access
• % Complete• Hours Worked / Remaining• Time sheeting
Prerequisites
• Tracking & Updating
• Consistent Planning Standards– Resources assigned– Dependencies applied– Constraints minimized– Task types agreed
Prerequisites
• Reporting guidelines and Processes
– Time Period for actual information update
– Method of reporting progress• %complete
• actual work and work remaining
• % complete and work remaining
Best Practice – From a Published Plan
Planning In 1) Resources Submit
Updates Via PWA
3) PM Applies Update to Plan
5) PM Reviews Plan against
Baseline 4) PM Takes
Note of Scheduling
Errors
6) Reschedule Activities and Assignments
2) PM Checks Updates
Delivery Out
Best Practice - Usability Issues
• Delegation of ownership • What happens if “Resource A” is on vacation?
• Non project time Tracking• Bucket Tasks
• Matrix Organisations• Management versus Project view (more of an issue
for Project 2002)
• Multiple Resource Calendars
Best Practice – Deployment Issues
• Business Need / Desire
• Project Manager Maturity
• Organisational & Management Capability
• Types of Project
• Management Needs v Management Overhead
• Growing with the Organisation
Your Tasks – as a Timesheet
• Project Web Access
• Gantt and Timesheet Views
• Columns
• Filters
• Grouping
Click on Tasks
Gantt Chart or Timesheet
Current or All Tasks
Your Portfolio of Tasks by
Project
Percentages, Hours of Work, and Timesheets
• Hours per day
• Estimates to Complete / Remaining Work
Scheduled Work and your actual hours
Remaining Hours
Update the Project Manager
Save Changes
Update Selected Rows
Update All
What happens next?
Approval & Rejection
Back to the beginning
Summary
• Tracking and Updating using PWA is highly valuable for dispersed teams
• Time Saving potential• Requires implementation of good planning and
processes• Creates Team involvement in Planning and what
is going on• Requires good understanding of scheduling
engines by the Project Manager
Conclusion
• Best Practice v Reality
• Deployment by Steps
• Q&A