Project Server 2010 Threon - Best Practice Packs

Transcription

1 Your executive Partner in achieving Project Management Excellence Project Server 2010 Threon - Best Practice Packs Version : October 2012 info@threon.com

2 Introduction Microsoft Project Server - Threon Best Practice Packs Microsoft Project Server 2010 is a powerful platform for collaborative project and portfolio management. Microsoft Project Server 2010 provides innovative capabilities across the entire project lifecycle to help organizations effectively initiate, select, plan and deliver projects on time and within budget. Project Server 2010 unifies project and portfolio management to help organizations align resources and investments with business priorities, gain control across all types of work, and visualize performance using powerful dashboards. Over the years Threon has developed valuable add-ons to this platform (PS 2010 Best Practice Packs). These packs (BPP), easily installed as add-ons, supply even more capabilities whilst addressing very common project management matters, taken as inspiration from our consulting experience in the field with customers Threon All rights reserved 2

3 Common project management challenges Resource management There is no unique way of resource allocation to projects, and there is no unique organisation structure. Not convinced? Just check following questions : Who allocates resources to your projects? The project manager, PMO, line managers, team leaders??? Is the resource allocated full-time, a percentage (the x% resource) or is the resource just in & out (the IN/OUT resource) for a specific task??? Are we reserving or allocating skills or named resources? Organisational structures (strong or weak matrix), accountabilities and resource types strongly influence how resources are allocated to projects, requiring more advanced features in software tools Our related Best Practice Packs BPP RM Resource Manager BPP TM Team Manager Threon All rights reserved 3

4 Project Server 2010 Threon Best Practice Packs BPP CP Core Pack BPP TM Team Manager BPP BP Budget Planning BPP PS Project Status BPP RM Resource Manager BPP RP Reporting BPP IN Interface BPP LC Project Life Cycle BPP TS Timesheet Enhancements BPP PP Project Professional BPP WP Work Package BPP PO Project Office 4

5 Core Pack The common platform for all Best Practice Packs BPP CP Core Pack Configuration Security Scheduler Queue The Core Pack is the foundation for all Best Practice Packs, allowing full control on set-up, version-control and configuration (application & database settings) Security configuration is aligned with Project Server user groups The Job Scheduler supply capabilities for scheduling recurring jobs (e.g. auto-republish of projects, export of data, during time periods (e.g..) that are more convenient for performance reasons A dedicated BPP Queue ensures monitoring of running jobs 5

6 Resource Manager Optimal coordination between Project manager and Resource Manager BPP RM Resource Manager Requests Reservations Project Professional The Resource Manager manages the resource allocation process for the Project Manager (requester) and the Line Manager (resource pool owner) Within Project Professional requests are created based upon assignments in the project plan notification towards Line Manager Approval (reservations, proposed to committed status) or reject by Line Manager and feedback Ideal in a X % resource allocation environment where line manager does not look at detailed scope 6

7 Resource Manager Optimal coordination between Project manager and Resource Manager BPP RM Resource Manager Project Manager Resource Manager New Request Accept Request Named Resource Substitute Resource Update Request Threon All rights reserved 7

8 Team Manager Optimal allocation of work packages to team members by Team Manager at the request of the Project manager BPP TM Team Manager Requests Work package Project Professional The project manager requests execution of work packages of the project plan The Team Manager manages the resource allocation process for the Project Manager (requester) at detailed work package level Team manager has a detailed view on allocation of a resource to work packages of different projects within his own universe (TM plan) PM receives a view on the resource allocation within his own universe (PM plan) Ideal in a IN/OUT resource allocation environment 8

9 Timesheet enhancements Smart time sheets & efficient monitoring BPP TS Timesheet Enhancements Time sheet Calendar Default activities Default activities in timesheets Project tasks available in the timesheet even if there is no remaining work A corporate calendar, and more advanced capability to manage time-off Automatic replication of non-working time to multiple base calendars Timesheet status monitoring reminders Additional data entry by day (comments, expenses, task status or task type, ) 9

10 Interface Efficient import and export BPP IN Interface ERP Excel XML Fail-safe imports in the background Update your Project Server data (Projects, Resources, Enterprise Custom Fields) with XMLbased messages or using MS Excel Allows for interfacing with ERP-systems or other applications, avoiding point-to-point interfaces Avoids the requirement for in-depth knowledge of the Project Server Interface (PSI) Uses the Queue of BPP-CP 10

11 Interface Efficient import and export BPP IN Interfacing with ERP 11

12 Project Professional Improved quality of project plans BPP PP Project Professional Quality Dependencies Protection Improved project scheduling using more than 15 predefined quality indicators in Project Professional - very useful for compliance check - graphical indicators and publication into Project Server environment Project Professional Real-time protection set by administrators avoid change or deletion of vital information, or to avoid bad practices Inter-project dependencies (at task level!!) with specific view and indicators 12

13 Reporting Taking reporting to the next level BPP RP Reporting Risks, Issues Reports SharePoint based project information can be consolidated into central location for reporting purposes Allows for enterprise-wide reporting on risks and issues Custom data have no impact on Project Server performance 13

14 Project Status Taking reporting to the next level BPP PS Project Status Risks, Issues Reports SharePoint based project information can be consolidated into central location for reporting purposes Allows for enterprise-wide reporting on risks and issues Custom data have no impact on Project Server performance 14

15 Project Life Cycle Guarantee usage of/compliance with methodology within the project portfolio BPP LC Project Life Cycle PLC Workflow Your methodology embedded in Project Server Define phases, sub-phases, deliverables and deliverable templates Guided usage of the PLC facilitates introduction of project management methodology Project Status at detailed level with indicators Project documents stored within the PLC Workflow support 15

16 Work package Taking reporting to the next level BPP WP Work Package Not yet released.. 16

17 Project Office Taking your project office to the next level BPP PO Project Office Publish Reports Publication of projects in bulk, ensuring most recent data upload into Project Server Reprocessing of timesheets Resource custom fields time-phased stored Contractual hours 17

18 Project Office Taking your project office to the next level BPP PO Project Office Publish Reports Publication of projects in bulk, ensuring most recent data upload into Project Server Reprocessing of timesheets Resource custom fields time-phased stored Contractual hours 18

19 Pricelist October 2012 Project Server Best Practice Packs Version Price BPP-CP Core Pack BPP-RM Resource Manager BPP-TM Team Manager BPP-BP Budget Planning BPP-LC Project Life Cycle BPP-WP Work Package BPP-PS Project Status BPP-TS Timesheet Enhancements BPP-PP Project Professional BPP-RP Reporting BPP-PO Project office BPP-IN Interface Version 1 Best Practice Packs support Project Server 2010 License per environment, maintenance is 20 % of list price Price without applicable VAT 19

20 Project Server 2010 licenses Windows Server 2008 r2 (Standard or enterprise) -> CPU licenses, enterprise or CAL SQL Server 2008 r2 (Standard or enterprise) -> CPU licenses, enterprise or CAL SharePoint Server > Server license SharePoint Server 2010 E-CAL -> User license Project Server > Server license Project Server 2010 CAL -> User license (include in Project Professional 2010) For the hardware requirements, please refer to the following link: Threon All rights reserved 20

21 The architect Taking the experience of many projects and the valuable feedback of our customers, working with projects in different industries and with different project management maturity, our Best Practice Packs give a guaranteed fast return on your investment. You want to discuss in detail, just contact Threon Olivier De Craene Director PM Products Member of the Executive Committee info@threon.com Threon NV Technologiepark 1 B-9051 Zwijnaarde Belgium 21

22 About Threon We offer a whole range of project, program and portfolio management services from complete project management trainings as offered by our PM Academy up to strategic planning, consulting services, sourcing and professional project management software products. Threon is present in Belgium, Germany, Luxembourg, France, Switzerland, Austria and the Netherlands Threon All rights reserved 22

23 End 23