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Microsoft Project 2002 Microsoft Project 2002 “New Capabilities” Presentation“New Capabilities” Presentation

forfor

Corpus Christi PMI Corpus Christi PMI

Greg BaileyGreg BaileyVP of SalesVP of Sales

[email protected]@quantumpm.com832-527-0970832-527-0970

mailto:[email protected]

About QuantumPM

Most Experience in Enterprise Project Implementations in North America

Microsoft Product Centric

Wrote 4 chapters on Enterprise Project Management and edited the Que Book on Project 2002 Professional

Multiple Microsoft Project MVP’s

Host Microsoft Project 2002

GSA and women owned business status

Specialty is Microsoft Project implementations and PMO office set up

Seattle

Denver

Boston

Orlando

RelationshipsRelationships

Microsoft Project Premier Microsoft Project Premier PartnerPartner

Microsoft Solution ProviderMicrosoft Solution Provider MPUG Speakers BureauMPUG Speakers Bureau Project Management Institute Project Management Institute

(PMI) Registered Education (PMI) Registered Education ProviderProvider

Author of MPUG Quarterly newsletter column

70+ articles on Microsoft Project www.techrepublic.com

http://www.techrepublic.com/

Health SciencesHealth SciencesHaemoneticsHaemonetics

Beverly EnterprisesBeverly Enterprises

SemiconductorsSemiconductorsHPHP

OthersOthersIntelliRiskIntelliRisk

Getty ImagesGetty Images

AttachmateAttachmate

TelecommunicationsTelecommunicationsAT&T BroadbandAT&T Broadband

360 Networks360 Networks

EchostarEchostar

Oil & GasOil & GasSchlumberger/Western Schlumberger/Western

GecoGeco

CGUCGU

Securities & InsuranceSecurities & InsuranceING/ReliastarING/Reliastar

ClientsClients

The Workforce Management Company

Our Customers

30,000 employees

9,000 employees

22,000 employees 20,000 employees

8,000 employees


7,500 employees


Department of Defense, Canada

Project Management Maturity Model Project Management Maturity Model Improvement LevelsImprovement Levels

Level 2

Level 1

Level 5

Level 4

Level 3

Do- It : Ad Hoc, no control

Getting order locally; capturing and sharingproject cost, schedule, & performance data;experimenting and learning from programs

Documenting and sharing the best fromthe program learning accross theorganization. Qualitative improvements.

Capturing quantifiableprocess performance data

Using the data to improvefoundation for the next and achieveEach level is designed to lay the

incremental change and learning

Source: Dr. William Ibbs

University of California at Berkeley

The Ibbs Consulting Group

Leadership Team Project Team Infrastructure

ProjectCharter

AssessmentProject

Definition

AnalysisBusiness

Case/Scope

Approval-Governance Process $ and Resources- Portfolio Analysis

Decision Support - Reports - Reviews - ROI Data

Project – BasedBudgeting- Costs- Resources

Plan & Schedule

Control & Execute

Project Analysis- Reporting- Audit Management- Executive Support- Action Plan

Tools- Web Collaboration- PM Tools- Time Tracking- …

Trainingand

Certification

ProjectRepository-Document Management

Knowledge Repository- Standards- Processes- Lessons Learned

The “Big” PictureThe “Big” PictureQPM Portfolio Management ModelQPM Portfolio Management Model

Microsoft Project EvolutionMicrosoft Project Evolution

Enterprise Project Management Enterprise Project Management (EPM)(EPM)

Tools, Technology, Training and Knowledge Transfer Tools, Technology, Training and Knowledge Transfer

Alignment Alignment with Business with Business Objectives Objectives

Integrated Integrated Delivery Delivery Framework Framework

Real-time Executive Real-time Executive Decision SupportDecision Support

Collaboration Collaboration and Project and Project ManagementManagement

Portfolio Portfolio ManagementManagement

Programs, InitiativesPrograms, Initiatives

Corporate Corporate StrategyStrategy

Investment, Resource and Investment, Resource and Prioritization DecisionsPrioritization Decisions

Integrated Portfolio of Integrated Portfolio of Managed ProjectsManaged Projects

Consistent, Repeatable Consistent, Repeatable Project DeliveryProject Delivery

EnterpriseEnterpriseResource Resource ManagementManagement

ProjectsProjects

You are responsible for the successful You are responsible for the successful completion of projects at Elkhart completion of projects at Elkhart

Software, a custom software Software, a custom software development companydevelopment company

Offices in Seattle and DenverOffices in Seattle and Denver 14 projects and 31 people in Seattle14 projects and 31 people in Seattle 7 projects and 13 people in Denver7 projects and 13 people in Denver

Big project about to be closed with a new Big project about to be closed with a new clientclient

Why Microsoft Project 2002 ?Why Microsoft Project 2002 ?

ScenarioScenario

To Answer Questions Like These:To Answer Questions Like These:

What is my organization’s capacity for What is my organization’s capacity for work?work?

What project and skill bottlenecks do I What project and skill bottlenecks do I have in my organization?have in my organization?

What is my portfolio of projects and how What is my portfolio of projects and how do they meet our business imperatives?do they meet our business imperatives?

What is the impact to other projects if we What is the impact to other projects if we add this new project to our portfolio of add this new project to our portfolio of projects?projects?

What is the capital and expense cash flow What is the capital and expense cash flow for my projects?for my projects?

Why use Professional?Why use Professional?

Think Enterprise DataThink Enterprise Data

Microsoft Project 2002Microsoft Project 2002

What’s New?What’s New?

Web Access – Interface to InformationWeb Access – Interface to Information

““Project Center” – access to project Project Center” – access to project plansplans

““Resource Center” – enterprise Resource Center” – enterprise resourcesresources

Team collaboration – status reports and Team collaboration – status reports and team updatesteam updates

Document and Issues managementDocument and Issues management


Microsoft Project Professional …Microsoft Project Professional …

Project and Resource CenterProject and Resource Center Enterprise Custom Fields & Resource PoolEnterprise Custom Fields & Resource Pool Assigning Enterprise Resources:Assigning Enterprise Resources:

Assign Resources DialogAssign Resources Dialog Team BuilderTeam Builder Resource Substitution WizardResource Substitution Wizard

Schedule OptimizationSchedule Optimization SharePoint Team Services (STS)SharePoint Team Services (STS)

Project and Resource CenterProject and Resource Center

Provides a single repository for all Provides a single repository for all Enterprise Resources.Enterprise Resources.

Eliminates the scalability issues Eliminates the scalability issues associated with older versions of associated with older versions of Resource pools.Resource pools.

Enterprise Resource PoolEnterprise Resource Pool

Used if connected to Project ServerUsed if connected to Project Server Contains all of the enterprise’s Contains all of the enterprise’s

standardized data.standardized data. Local GlobalLocal Global.mpt.mpt

Used if there is no connection to Project Used if there is no connection to Project ServerServer

Enterprise GlobalEnterprise Global

To SchedulesTo Schedules:: Team BuilderTeam Builder

To TasksTo Tasks:: Automatically using the Resource Automatically using the Resource

Substitution WizardSubstitution Wizard Manually using the Assign Resource Manually using the Assign Resource

DialogDialog

You can use Enterprise Schedule Templates with the You can use Enterprise Schedule Templates with the Team Builder or Resource Substitution Wizards.Team Builder or Resource Substitution Wizards.

Assigning Enterprise ResourcesAssigning Enterprise Resources

Resource Substitution Wizard has 2 Resource Substitution Wizard has 2 jobs:jobs: Assigning resources to tasks.Assigning resources to tasks. Optimizing resource allocations across Optimizing resource allocations across

schedules.schedules. You can Demand or Request a You can Demand or Request a

resource to remain on your schedule.resource to remain on your schedule.

Schedule OptimizationSchedule Optimization

Link DocumentsLink Documents to a project plan, a task in a to a project plan, a task in a project plan, or a to-do list project plan, or a to-do list

Track IssuesTrack Issues:: An issue can be associated with a project, An issue can be associated with a project,

a task in the project, documents in the a task in the project, documents in the project’s document library, or other issues project’s document library, or other issues within the same project. within the same project.

Customize, Create, Edit, or Read Customize, Create, Edit, or Read permissions can be established.permissions can be established.

E-mail notifications will alert you to status E-mail notifications will alert you to status changes.changes.

Sharepoint Team ServicesSharepoint Team Services

Web Access

Microsoft Project 2002

Documentation Storage

Project Repository

Resource Pool

Technology Integration

Portfolio/Resource Management ?

Document Management ?

Microsoft Project 2002 / Server Architecture

Tier 1

User Interface

Tier 2

Business Rules

Tier 3

Data Repository

SQL Server SQL Analysis Services

Windows 2000 Advanced Server

*.ASP Files *.DLL Files

Internet Information Services (IIS)

Internet Explorer

MS Project 2002

Custom Applications


Choose and prioritize metricsChoose and prioritize metrics Develop your ProcessesDevelop your Processes Develop your organization’s Develop your organization’s

Knowledge & SkillsKnowledge & Skills Establish AccountabilityEstablish Accountability Manage as a ProjectManage as a Project Iterate and GrowIterate and Grow

Enterprise Level PM - RoadmapEnterprise Level PM - Roadmap

A Day In The Life…A Day In The Life…

Team MembersTeam Members

Portfolio managementPortfolio managementStakeholdersStakeholders

Project ManagersProject ManagersProject scheduling Project scheduling

and costingand costing

Collaboration and Collaboration and progress reportingprogress reporting

Resource ManagersResource ManagersSkills-based resourceSkills-based resource

managementmanagement


Microsoft Project 2002Microsoft Project 2002

DemonstrationDemonstration