Enterprise Project Management Solution Demo

Transcription

1 Microsoft Project 2010 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2010 / version 1.1 January 2010

2 System Requirements Requirement Operating System Drive Formatting Processor RAM Hard disk space required for install Item Microsoft Windows Server 2008 R2 with the Hyper-V role enabled NTFS Intel VT or AMD-V capable 4 GB or more (8 GB or more recommended) 50 GB Virtual Machine Software and Pre-Configuration The Virtual machine contains the following pre-configured software: 1. Windows Server 2008 SP2 Standard Edition x64, running as an Active Directory Domain Controller for the CONTOSO.COM domain with DNS and WINS 2. Microsoft SQL Server 2008 SP2 Enterprise Edition with Analysis, Notification, and Reporting Services 3. Microsoft Office Communication Server 2007 R2 4. Visual Studio 2010 Beta 2 Ultimate Edition 5. Microsoft SharePoint Server 2010 Enterprise Edition Beta 2 6. Microsoft Office Web Applications Beta 2 7. FAST Search for SharePoint 2010 Beta 2 8. Microsoft Project Server 2010 Beta 2 9. Microsoft Office Mondo 2010 Beta Microsoft Office Communicator 2007 R2 2 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

3 Microsoft Project 2010 Overview Microsoft Project 2010 offers flexibility and choice by providing tailored work management solutions for individuals, teams and the enterprise. Project 2010 recognizes that there is no such thing as a one size fits all project and portfolio management (PPM) solution. Effective PPM solutions need to provide organizations of different sizes and maturity levels with the right tools to ensure teams can successfully collaborate to deliver projects on-time and realize the anticipated return on investment. A small or mid-sized company may have different PPM requirements when compared to a multi-national organization. Interestingly, departments within a large organization may also have varying PPM requirements, for example a marketing team may not require the same rigor as the IT business unit, and therefore a full solution may not be optimal for all divisions. Microsoft Project 2010 flexible approach helps ensure organizations can select the right tools to meet their current and future business requirements. The architectural improvements in Microsoft Office Project 2007 provided a strong foundation to develop innovative new capabilities in Project 2010 to provide executives, portfolio analysts, managers, and team members with productivity tools to effectively manage all work throughout its lifecycle, and ensure alignment with the organization s business strategy. The main enhancements to Project 2010 can be grouped under the following investment areas: 3 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

4 Demo Scenario "The example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, places, or events is intended or should be inferred." Summary The Contoso Project Portfolio Management (PPM) Demo showcases many of the new and existing capabilities included in Project Professional 2010 and Project Server The demo provides an overview of how the Microsoft EPM Solution provides support for the entire project lifecycle; from inception to completion. Length 60 mins Target Audience Business Decision Makers, Director PMO, Portfolio Managers, Resource Managers Personas (in order of appearance) Amy Strande Business Analyst Carol Philips PMO Director Jan Kotas Project Manager Hatim Aiad Team Member Introduction Contoso is a professional services company that has established a formal PPM governance process for managing all types of work throughout the lifecycle. The process supported by the Microsoft EPM Solution ensures: Governance workflow subjects projects to the appropriate controls throughout the lifecycle All requests are captured in a central repository and the collection of associated meta-data is standardized and simplified The executive team can effectively model constraints and select project portfolios that align with their business strategy 4 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

5 Managers can proactively and reactively manage and control resources Managers can build powerful schedules in the browser or in Project Professional 2010 Teams can effectively collaborate throughout the lifecycle Accurate and timely time and status reporting Visibility and control delivered through a powerful and flexible reporting platform Contoso s governance process includes multiple workflows to manage different types of projects (e.g. Major and Minor). The workflows comprise sequential stages that represent the main steps within the life cycle of the project. Each workflow stage includes a list of deliverables to be completed before the project can successfully progress within the workflow... In today s difficult economic conditions, Contoso s executives are being asked to do more with less. The executives face pressure to reduce or maintain budgets and further scrutinize discretionary spending. To respond to these pressures, executives can use more structured approaches to effectively identify, select, and deliver project portfolios that best align with the business strategy and maximize return on investment (ROI). Demo Overview The demo follows four key stages that demote the project portfolio management life cycle: Create The Create stage comprises two steps: Project initiation Business case development Contoso employees can quickly and easily submit a new project request in Project Server In this demo, Amy Strande, a Business Analyst, will initiate a new project request. The project request is controlled by a governance workflow that requires approval from the Project Management Office (PMO). Upon approval, Amy and other team members will be responsible for the creation of a full business case for the project request. Select In the Select phase, the Project Management Office analyzes competing requests using Project Server 2010 new portfolio selection and analytical capabilities. The powerful top down portfolio management capabilities help Carol Philips (the PMO Director) effectively run portfolio cost constraint 5 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

6 and resource constraint analysis to select the project portfolio that optimally aligns to the organizations business strategy and best utilizes the available resources. Plan In the plan phase the project manager (Jan Kotas) is assigned to the project and he is responsible for: Finalizing the detailed schedule (from a best practice project template) Building the team (finding named resources with availability to work on the project) Completing a secondary cost assessment Baselinning the project plan Create status reports The project then moves to the Plan checkpoint, awaiting approval from the Contoso steering committee Manage In the Manage phase, all team members are notified of their assignments. The demonstration shows the team member receiving tasks and completing their timesheet to provide timely and accurate information to the project manager. The demo shows a custom workspace used to enhance team collaboration and knowledge sharing across the project lifecycle. The demonstration includes Corporate, Departmental and Project dashboards that help increase visibility and control. Executives can drill down from the corporate level to the project level to quickly identify the root cause. The demo also shows how easy it is to modify a report in Excel and render the changes in a departmental dashboard 6 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

7 Demo Cheat Sheet Roles & Login Info Full name Role Username Password Amy Strande Business Analyst AmyS Carol Phillips PMO Director CarolP Jan Kotas Project Manager JanK Hatim Aiad Team Member HatimA Administrator System Administrator Administrator Relevant Projects by Demo Phase Workflow Phase Persona Project Name (& Actions) Initiate Amy Strande Create New Request, using Software Development EPT Initiate Checkpoint Carol Phillips Use newly created project request, as outlined in the demo script Define Carol Phillips E-CRM Solution (used to show completed business case) Select Checkpoint Carol Phillips Use the saved FY11 Portfolio Analysis to demo cost constraint and resource constraint analysis Plan Jan Kotas Payroll System Upgrade (used to build team + finalize project schedule) Plan Checkpoint Carol Phillips Carol approves Payroll System Upgrade 7 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

8 Manage (Time + task management) Hatim Aiad + Jan Kotas Hatim receives tasks for the Payroll System Upgrade project and provides updates to Jan Kotas Manage (Reporting) Carol Phillips Use the Storage Planning and Management project to demo the reports in the Project Site Alternative Demo Approach The demonstration has been built to use a number of roles (e.g. Business Analyst, PMO Director Etc.) throughout the life of the project lifecycle. This helps to demonstrate how team members can effectively collaborate and drive the completion of different activities. If you would prefer not to login as a different role for each section, it is possible to use the Admin or Carol Phillips account to demo most of the features highlighted in this demo. 8 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

9 Demo Steps Initiate Amy Strande is a Business Analyst who wants to submit a new project request. Contoso has configured Microsoft Project Server 2010 to capture different all types of project requests. Depending on the type of project request, Project Server initiates the corresponding workflow, which drives the needed controls at different stages of the project life cycle. The workflows comprise sequential stages that represent the main steps within the life cycle of the project. Each workflow stage includes a list of deliverables to be completed before the project can successfully progress within the workflow. Talking Points Click Steps Screenshots Amy logs in to the system. 1 Start Demo2010-3a VM 2 User name: AmyS 3 Password: pass@word1 4 Domain: Contoso Amy opens Microsoft Internet Explorer, where the default page is set to the Contoso Project Server Project Web App (PWA) home page. 5 Launch Internet Explorer. 9 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

10 The PWA home page provides a personalized view displaying information such as the number of new task assignments, number of pending approvals, and number of pending timesheets, etc. 6 In the left navigation panel, click Project Center. 10 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

11 In the Project Center, Amy can view the status of various projects through configurable views. The current view shows projects grouped by workflow stages, and includes relevant metadata on the columns to display informative reports that convey the status of all initiatives from inception to completion. This view can be used as a demand management scorecard, providing visibility and control across the project lifecycle. This view reinforces the importance of capturing all work in a central repository Project Server 2010 includes the new Fluent user interface (aka ribbon), making it easier to complete common activities through the contextual menus. 7 In the Projects tab, click New. To submit a new request, Amy simply clicks on the New button in the Ribbon and selects the appropriate Enterprise Project Type (EPT) displayed in the list. 11 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

12 To standardize and control the collection of work, the Contoso PMO team has published a list of best practice project templates (or EPTs) 8 Click Software Development. The Enterprise Project Types (EPT) are used to represent varying types of projects and non-project work. Each EPT can include a project template, a governance workflow, and a customized Project Site template. Amy chooses the EPT that most closely matches her proposal: Software Development. By choosing Software Development, Amy is routed to the appropriate Proposal Request Form. The Proposal Request Form contains fields to capture basic information about the new project proposal. The Proposal Request Form uses the out-of-the-box Project Detail Pages (PDP) infrastructure. Project Detail Pages (PDPs) are configurable online 12 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

13 forms used to collect project information (for example, descriptive data, cost estimates, strategic impact assessments). Amy enters the required information. Notice the default setting of the Owner field in the form pre-populates with the users name. 9 Fill in the following fields in the Proposal Request Form: Name: Web Catalog Publishing Tool Description: Enables creation of dynamic Web pages for products, including an integration of inventory schedule. Start Date: July Project Departments: IT After entering all the information, Amy simply saves the form. 10 Click Save. 13 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

14 Saving the form: o o Initiates the new project proposal based on the Software Development template. Initiates the workflow associated with this EPT, which moves the project to the next step in the process (that is, the Initiate Checkpoint stage, where the proposal needs to be approved by the PMO Director). This workflow subjects the project to the appropriate controls throughout the lifecycle and determines the forms that are displayed and the data required to be completed at each stage. Once Amy successfully creates the new proposal, she is redirected to the Workflow Status page. The Workflow Status page acts as a single point for all workflow information and guides users through the process. The Workflow Status page shows the main stages and deliverables included in the workflow, 14 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

15 helping to educate employees and drive adoption and acceptance of the process. The page displays: o The name of the current workflow stage. o The status of each deliverable required to be completed for the current stage. o A table with all stages included in the workflow with their corresponding deliverables. o Approval and rejection comments. To aggregate projects being managed across different workflows and facilitate enable enterprise reporting, the different stages of the workflow have been aggregated to a common set of governance phases (that is, Create, Select, Plan and Manage). 15 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

16 This page simplifies the workflow process, making it easier for team members to identify the deliverables that they must complete and to navigate to the right forms or views. Having submitted the proposal, Amy clicks Close, and she is prompted to check-in the project. 11 Click Close. 12 Click Yes. Amy logs out of the system. 13 Log off Amy Strande. 16 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

17 Initiate Checkpoint Carol Philips is the Director of the Project Management Office (PMO) at Contoso. Her team is responsible for tracking all new project requests, prioritizing and selecting the right mix of projects, performing the capacity planning analysis, enterprise reporting and ensuring the successful delivery of all project portfolios. All workflows have been configured to include checkpoints or gates to ensure the stakeholders with the right approval authority are notified when an initiative reaches a decision point. Microsoft Project Server 2010 provides support for different types of approval techniques including individual, group, and sequential approvals to accommodate a wide range of process types and scenarios. When stakeholders receive approval notifications, they can review the corresponding deliverables and then approve or reject the projects and include appropriate comments. Talking Points Click Steps Screenshots Carol Philips logs into the system. 1 User name: CarolP 2 Password: pass@word1 3 Domain: Contoso Carol opens Internet Explorer, where the default page is set to the Contoso PWA homepage. Workflows use the SharePoint infrastructure to create approval tasks and send notifications to the task owners. 4 Launch Internet Explorer. 5 In the left navigation panel, click Workflow Approvals. The approval tasks created by the workflow are maintained in the Workflow Approvals lists. Because Amy recently initiated a new project, the workflow creates an approval task for Carol. 17 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

18 Carol goes to the Workflow Approval task list to review tasks awaiting her approval. In the Workflow Approval task list, Carol finds a new approval task assigned to her for the project Web Catalog Publishing Tool. 6 Click the arrow on the task. By clicking Edit Item, Carol opens the task detail window to approve or reject the proposal. 7 Click Edit Item. 18 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

19 Carol can click on the Review project details link to review the project submission form. 8 Add comments. Carol enters her comments, and approves the proposal. Approving the notification changes the task status to Completed. 9 Click the Approve button. As soon as Carol approves the task, the workflow activates and moves the project to the next stage in the workflow (the Define stage). 10 Click the Project Web Access link on the top of the left navigation panel. 11 On the left navigation panel, click Project Center. 12 Locate the Web Catalog Publishing Tool project in 2. Define (Major Workflow) stage. 19 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

20 To see the deliverables associated with the next stage in the workflow stage, Carol goes to the Workflow Status page. 13 Click the project Web Catalog Publishing Tool. In the Workflow Status page, Carol sees that the project has moved to the define phase and the user is presented with a set of forms (PDPs) to be completed (for example, Project Details, Strategic Impact). 20 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

21 Carol closes the project. 14 In the Project tab, click Close. 21 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

22 Define In the Define stage, a detailed business case is created for the project request. The information in the business case is critical for Contoso because it is used to assess the project s feasibility and compare and contrast with competing investments. The new demand management capabilities in Project Server 2010 help to standardize and simplify the project initiation and business case development process. Note: To save time in the demo, we simply jump to a project (i.e., E-CRM Solution) further on in the lifecycle with a completed business case to demo the type of data that can be collected. If you want to walk through building the business case, please refer to the steps outlined in appendix A. Talking Points Click Steps Screenshots To save time, we will select the E-CRM Solution project that is further along in the workflow (in the Select Checkpoint) and has a completed business case. Locate the project E-CRM Solution grouped under stage 3. Select Checkpoint. Carol finds and opens the E- CRM Solution project. This takes Carol to the workflow status page of E- CRM Solution. The Workflow Status page shows that the project is in the Select Checkpoint stage. Click E-CRM Solution in the Project Center view. 22 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

23 To review the business case, Carol examines each of the PDPs listed in the Workflow Status page. The Project Details page shows the description and justification of the project. The page also shows financial information and risk information derived from the Cost and Benefit and Risk Evaluation forms. In the left navigation panel, click the Project Details link. 23 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

24 In this stage, Carol needs to provide high-level resource requirements for the project. This will help Contoso to have an enhanced visibility on resource requirements early in the project life cycle. In the Project tab, click Resource Plan. 24 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

25 Carol defines Work Units and Timescale information for her Resource Plans. In the Plan tab, click the Work Units drop-down list. Click Full-time Equivalent. Carol can view the resource plans by days, weeks, months, quarters, and years. She selects the Months Timescale for the resource plans. Click the Timescale drop-down arrow and click Months. 25 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

26 In this way, Carol uses the new Capacity Planning module to proactively forecast resource requirements at the skill level. Click Close. Carol reviews the strategic impact data of the project. In the left navigation panel, click Strategic Impact. The Strategic Impact form enables users to specify how each project request will impact each of the organization s business drivers. This objective assessment is later used to prioritize projects from a strategic value standpoint. 26 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

27 Carol reviews the Cost and Benefit data of the project. In the left navigation panel, click Cost and Benefit. The Cost and Benefit from utilizes an Excel Web Application Companion (WAC) template displayed as a web-part within Project Server 2010 business case infrastructure. Users can simply capture cost and benefit estimates for the project through a familiar interface. Summary cost and benefit metrics are saved as custom fields (in Project Server 2010) and used to assess the project in the next phase. Carol reviews the risk evaluation data of the project. In the left navigation panel, click Risk Evaluation. The Risk Evaluation form shows how you can build a survey in InfoPath Forms Services and render the resulting assessment within the Project Server 2010 business case infrastructure. Users complete the risk 27 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

28 assessment and save the form. A risk score (0-1000) and risk weight are saved as custom fields in Project Server The values can be used to assess competing project requests in the next phase. Having reviewed the request Carol closes the project. In the Project tab, click Close. 28 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

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30 Select Checkpoint In this stage, Carol analyzes the competing requests in the proposal to identify a project portfolio that best aligns with the organization s business strategy under varying cost and resource constraints. Using Project Server 2010 new portfolio selection and analytical capabilities Carol has the right tools to help Contoso s executive teams select the right things. Talking Points Click Steps Screenshots The business driver library in Project Server 2010 allows capture and communicates business drivers defined by the Executive team. 1 In the left navigation panel, click Driver Library. 30 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

31 The following information is captured for each business driver. Under Driver Name column, click Expand into new markets and segments. Driver Name & Description: By capturing a name and description for each business driver, analysts can better communicate the intent of each driver reducing ambiguity. Departments: The flexibility of the solution allows organizations to have a single set of business drivers across the entire organization or provides the freedom to associate specific sets of drivers to multiple departments. Project Impact Statements: Project Impact Statements are used to ensure the objectivity of driver assessment and clearly communicate the thresholds for each of the impact ratings. Project Impact Statements are derived from the key performance indicators (KPIs) used to measure each business driver. 31 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

32 Close driver form. In the Driver tab, click Close. Project Server 2010 includes a business driver prioritization capability that helps executives objectively prioritize their business drivers; utilizing a pair-wise comparison technique. Open the business driver priorities for the CIO. In the left navigation panel, click Driver Prioritization. Under Name column, click CIO Prioritization. 32 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

33 As this analysis has already been completed we first see the business driver priorities for the CIO. This normalized score makes it easy to assess the relative importance of each business driver for the upcoming planning period. Under Driver Name column, select the row Increase market share in existing markets. In the Prioritization tab, click Prioritize Drivers. By clicking on the Prioritize Drivers button in the Ribbon we can step back in the process to see how the business drivers were prioritized. 33 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

34 The new tabular user interface makes it easy to compare and contrast each business driver. The user simply reads the table from left to right and selects the appropriate value from the dropdown list. Click the drop-down arrow appearing in the cell is more important than. After stepping through the intuitive wizard to compare all drivers, the system derives the normalized priority score for the business drivers. The business driver priorities are used to help derive a strategic value score for each project, based on the Impact Assessment undertaken in the business case. Carol can easily analyze the portfolio to identify the optimal project portfolio under varying cost and resource constraints by clicking on the Portfolio Analyses link. In the Prioritization tab, click Close. On the left navigation panel, click Portfolio Analyses. Note: Normally the analyst would create a new analysis by defining the appropriate properties. To save time we 34 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

35 will launch a saved analysis. By clicking Portfolio Analysis, Carol is taken to a list of saved analysis (for example, FY11 Portfolio Analysis). Carol can intuitively select the buttons in the Ribbon to walk through the best practice portfolio selection methodology. Click FY11 Portfolio Analysis. Click the Prioritize Projects in the Analysis tab. By clicking on Prioritize Projects, the Impact Matrix is displayed. This matrix shows how the competing projects (on the rows) support the business drivers (on the columns) defined by the executive team. The Impact Assessments for each project are pulled in from the business case. 35 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

36 By clicking on Review Priorities, Project Server 2010 derives a strategic value score for each of the project requests. Click the Review Priorities in the Analysis tab. 36 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

37 Having prioritized the competing projects Carol can run cost constraint analysis. Click the Analyze Cost in the Analysis tab. The Cost Constraint Analysis view provides an intuitive portal to help executives identify the best mix of projects under varying cost constraints. This powerful what-if analysis tool uses sophisticated optimization algorithms and embedded best practices to help executives quickly determine the optimal project portfolio. The solution first calculates a baseline scenario based on all projects being selected. As you can see Contoso can achieve 100 percent of the value from the portfolio for approximately $20 million. 37 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

38 This baseline scenario is plotted on the Efficient Frontier chart and used as a benchmark to compare all subsequent scenarios. The Efficient Frontier and Strategic Alignment charts are two of the out-of-thebox reports that provide valuable insights. In the Metrics section of the page, click Efficient Frontier. Based on the total cost and the strategic alignment of all projects included in this analysis, the Strategic Alignment chart helps Carol to compare the percentage of budget (cost) to the priority value of each business drivers. Carol can use the Strategic Alignment chart to see if the current investments align with the overall business strategy. In the Metrics section of the page, click Strategic Alignment. 38 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

39 Like other companies, Contoso has IT budget constraints. Carol reduces the available budget to approximately $12 million and runs the optimization analysis Carol clicks the Recalculate button, which enacts the optimization algorithm. The algorithm maximizes the value gained from the portfolio under the cost constraint employed while considers inter-project dependencies. Edit the Total Cost value from $19,684,000 to $12,684,000. Click Recalculate in the Analysis tab. The intuitive view groups selected and unselected projects accordingly, so it is easy to determine which are included or excluded. Carol would like to save this analysis so that she can later refer to it and compare it with other scenarios. Click the Save As button in the Analysis tab. 39 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

40 She names this scenario $12M. For the Portfolio Selection Scenario Name: type $12M and then click OK. Carol wants to see what would happen if she reduced the budget to approximately $10 million. The analysis capabilities allow her to easily model different scenarios by further refining the cost constraints. This new analysis excludes more projects from scenario. Even though the budget has been reduced to approximately 50 percent of the original, Contoso can still derive approximately 79 percent of the benefits of the original portfolio value. Portfolio optimization ensures that Contoso enacts an optimized set of projects that can return the maximum value from a minimum investment. Edit the Total Cost value from $12,684,000 to $10,684,000. Click the Recalculate in the Analysis tab. 40 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

41 Carol saves this scenario. Click the Save As in the Analysis tab. Carol names the scenario $10M. For the Portfolio Selection Scenario Name: type $10M and then click OK. Although the portfolio optimization algorithm is intended to maximize company s returns, the Forced-in and Forced-out features help Carol to override the algorithm and specify projects that should For E-CRM Solution project, select Auto under the Force in/out column. 41 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

42 be included or excluded in the portfolio for compliance or for other reasons. Carol finds that one of Contoso s compliance projects, E-CRM Solution, was not selected during portfolio optimization. Carol forces the portfolio to include the E-CRM Solution project. Click Compliance. This marks the E-CRM Solution project as selected. Click Recalculate in the Analysis tab. The Automated Software Installation project and the Software Development Plan project have also been selected though they have very low priorities. This is because there is a mutually inclusive dependency among these three projects. If one project is forced in, the others will also be selected. Note: You can review all project dependencies by returning to where the existing Portfolio Analysis are listed and then clicking the Dependencies in the Analysis tab. 42 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

43 Carol saves this scenario. Click the Save As in the Analysis tab. Carol names the scenario $10M Force-In. For the Portfolio Selection Scenario Name: type $10M Force- In and then click OK. Carol can compare all three scenarios that she has created. She can see the projects and the perceived value of each project in each scenario. By clicking Compare, Carol opens another browser that displays all saved scenarios, making it easier to compare and contrast the projects. Carol can also see which projects were included or excluded and review key metrics in each scenario (for example, number of projects selected, value, and cost). Click the Compare in the Analysis tab. At the bottom of window, click Close. 43 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

44 Having analyzed the portfolio from a financial perspective, Carol can now assess the portfolio through a resource lens. The Resource Constraint analysis ensures organizations can: Click Analyze Resources in the Analysis tab. o o o Identify resource surplus and deficits at the skill level. Move projects within the horizon to maximize resource utilization. Model headcount 44 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

45 scenarios. The Resource Constraint Analysis view shows the projects selected in the Cost Constraint Analysis in priority order. The system automatically determines based on the priority score, resource demand for each project and overall resource availability which projects can be 100 percent resourced. These projects are displayed under the Selected grouping. Carol wants to analyze why some of the projects have not been selected. Click Requirement Details in the Analysis tab. She uses the Requirements Details view to compare the resource requirements with overall resource availability. Note: The top pane shows resource availability by role and the bottom pane shows resource requirements by project Note: You can click the Hide Metrics button to fit the complete view of fiscal years on the screen. Click the Hide Metrics in the Analysis tab. 45 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

46 By enabling the Highlight Deficit checkbox, Carol can quickly identify that based on the current project schedules there is a resource shortfall in the first half of the fiscal year. She can also quickly determine that there is capacity in the second half of the year, suggesting that Contoso could better utilize available resources by changing the start dates of some of the impacted projects. Select the Highlight Deficit checkbox. 46 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

47 Carol can further drill down to understand which roles are over-allocated by scrolling down the top pane of the view. She sees that there is a shortage in the Legal team in September and a shortage in the Marketing team in December. She scrolls down further and sees that the Testers are unavailable in October and November. Scroll down the top half of the view. 47 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

48 To analyze which projects are affected, she uses the bottom pane to collapse all selected projects and see the projects that are unselected. Collapse all selected projects. Carol notices that the New Office Development project needs 1.35 FTE from the Legal team in September. Remember the legal team only had 0.77 FTE available in this month. Carol again can revert to the top pane and see that there are available resources from the legal team in the second half of the fiscal year. By changing the projects start date to later in the year, Carol can better utilize available resources. Click the Gantt chart in the Analysis tab. 48 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

49 Carol changes the start date from July 2010 to Dec This new information does not overwrite the original data. In the New Office Development row, change the start date under the New Start column to Jan 2011 and then select any other cell. After recalculating, the New Office Development project is selected. Click Recalculate in the Analysis tab. Carol can complete this exercise to see if additional projects can be selected by delaying the start dates. Next Carol can run headcount analysis. Hiring additional resources is another way to ensure a project can be fully resourced and selected in Click Hide Metrics in the Analysis tab. 49 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

50 the analysis. Carol types 2 in the Hire Resources row and clicks the Recalculate button. In the Hire Resources row, type Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

51 With two additional resources, Carol notices that two additional projects are selected, increasing the portfolio value to 73 percent. She can now use the Hired Resources Report to understand which resources need to be hired and the potential cost of using them. Click Recalculate in the Analysis tab. 51 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

52 This view shows that one Tester and one resource from Marketing need to be hired at a cost of approximately $260,000 for the entire fiscal year. In the Analysis tab, click the Reports drop-down button, and then click Hired Resources Report. Note: Similar to saving the Cost Constraint Analysis, Carol can save scenarios and compare side by side. Having run both, the Cost Constraint and Resource Constraint Analysis, the Portfolio Analyst can Commit the selected projects. This action moves the selected projects to the next step in the workflow. Click the Close button. 52 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

53 Carol logs out of the system. Log off Carol Philips. 53 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

54 Plan Projects often include globally dispersed teams and require a diverse set of skills. Project Managers can significantly increase the chance of successfully completing the initiative and realizing the ROI by finding the right people with availability for each project. Project Managers must be able to effectively mine the resource pool to find potential candidates and then quickly see if they have availability to join the team. At this stage, the project manager (Jan Kotas) is assigned and is responsible for building the project team, finalizing the schedule, completing a secondary cost assessment and baselining the project plan. Talking Points Click Steps Screenshots Jan Kotas logs in to system. 1 User name: JanK 2 Password: pass@word1 3 Domain: Contoso Jan opens Internet Explorer, where the default page is set to the Contoso PWA home page. Jan opens Project Center to see all projects he has accessed to. 4 Launch Internet Explorer. 5 In the left navigation panel, click Project Center. 54 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

55 By default, the Project Center view for Jan is set to the Plan and Manage phase. 6 Ensure the view is the Plan and Manage phase. 55 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

56 Jan clicks the Project System Upgrade project. 7 Select the row containing Payroll System Upgrade project in the Plan phase. Having recently been assigned as the Project Manager for the project, he is responsible for building the team and finalizing the project schedule. This includes substituting generic resources (already assigned during the business case development) with available named resources. 8 Under the Projects tab, click Build Team. Note: In this demonstration, we have already substituted all generics except for the 56 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

57 analyst. The Build Team view lists all the Project Center resources on the left and all the resources assigned to the project on the right. 9 Select the Analyst check box on the generic resource list. Jan selects the Analyst check box to assign an analyst. Jan clicks Match, which filters resources with the Analyst skill from the Resource Pool. To find an available Analyst, Jan selects a number of resources with the Analyst skill from the resource pool. 10 Click Match. 11 Select the check boxes for the following names: Hatim Aiad Ben Spain TiAnna Jones The Resource Availability view helps Jan to find the right resource with availability to work on his project. 12 Click Resource Availability in the Team tab. 57 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

58 He sees a graph showing availability of the selected Analysts for a given duration. Jan then applies the Remaining Availability view so that he can see which Analysts are available during the selected time period. The graph displays that Ben Spain is busy, but Hatim and TiAnna are available. Jan decides to use Hatim on the project. 13 From the View drop-down list, click Remaining Availability. 58 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

59 Jan decides to use Hatim on the project, closes the browser, and returns to the Build Team view. 14 Close the browser. 15 In the Build Team view, clear all check boxes except for the check box for Hatim Aiad. Jan replaces the generic role of Analyst with Hatim Aiad. By clicking Save & Close, Jan saves his changes to Project Server and returns to the Project Center view. 16 Click Replace. 17 Click Save & Close. 59 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

60 Now that he has created the project team, Jan wants to look at the project schedule. He clicks the Payroll System Upgrade project, which takes him to the Workflow Status page for this project. 18 Click Payroll System Upgrade. The Workflow Status page shows that the project is in the Plan stage. In this stage, there are four PDPs available and the workflow is waiting for input to proceed to next stage. 60 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

61 Jan can build and edit project schedules using either a Web browser or Project Professional. By clicking Schedule, Jan goes to the Schedule PDP of the project, which displays the Project plan on the Web. 19 In the left navigation panel, click Schedule. By clicking Edit Project, Jan checks out the project for editing. 20 In the Projects tab, click Edit Project. The edited tasks are highlighted in blue. 21 Change the schedule of some tasks. 61 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

62 Jan wants to insert a task between Secure project sponsorship and Define preliminary resources. He clicks Define preliminary resources task. 22 Under Scope, click Define preliminary resources. Jan clicks the Insert button in the Task tab to add a new task. 23 In the Task tab, click Insert. He names the new task Check resource availability. 24 Add the new task with name Check resource availability with duration of 1d. Jan links the new task with the Define preliminary resources task. 25 Click both Check resource availability and Define preliminary resources. He clicks the link button 26 In the Editing menu in the ( ) in the Editing menu. Task tab, click the icon. 62 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

63 After making these changes, Jan wants to recalculate the project end date. He clicks the Calculate button. Jan sees immediate changes to dates when duration values are changed. 27 Click Calculate in the Task tab. The Web-based project editing capabilities also include change highlighting and multi-level undo. Jan saves the changes. 28 Click Save in the Task tab. Jan commits his changes to Project Server. 29 Click Publish in the Task tab. 63 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

64 The Online Editing feature has enabled Jan to make simple changes to common task fields and to see the impact of these changes without opening the schedule in Project Professional. Jan can edit the project from almost any location. In this way, Project Server 2010 empowers the mobile workforce by enabling Webbased project scheduling. 30 Click Close in the Project tab. Because Jan has finished this section of the project he checks in the project. 31 Click Yes. 64 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

65 By checking in the project, Jan returns to Project Center. 32 Select the row containing Payroll System Upgrade in Project Center. Jan also needs to perform more difficult actions, such as resolving resource overallocation, saving baseline, and so forth. Jan opens the project in Project Professional. 33 In the Projects tab, click Open. 65 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

66 By clicking In Project Professional for Editing, Jan opens the Project Plan in Project Professional Click In Project Professional for Editing. Jan views the Project Plan. The new Team Planner in Project Professional 2010 provides a graphical view that helps Jan more effectively manage resource assignments. 35 In the Ribbon, click the View tab. 36 Click Team Planner. 66 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

67 Jan can use this view to visually manage resource assignments. The bottom panel of the window shows all tasks that are scheduled but have not yet assigned. 37 Click the Secure Project Sponsorship task in the Unassigned Tasks section. The bottom left shows unassigned unscheduled tasks The section to the right of the resource names shows assigned but unscheduled tasks. Users can simply drag and 67 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

68 drop tasks within these sections as required Jan clicks the Secure Project Sponsorship task in the bottom section of the screen. The Team Planner makes it easy to manage task and resource allocation. Tasks which cause an over allocation of a resource are highlighted in red. Tasks can simply be dragged and dropped to other resources to resolve the situation. 38 Drag Secure Project Sponsorship to the top-right quadrant of the view. (Drag Secure Project Sponsorship to a resource that is not overloaded, making sure to align to the task s original place in the schedule.) Jan finds an available resource and drags the Secure Project Sponsorship task to the appropriate place in the schedule. Jan leaves the Team Planner view and goes to the Gantt Chart view of the project. In the Gantt Chart view, he reviews the effects of his changes. 39 In the Ribbon, click the View tab and then click Gantt Chart. 68 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

69 Jan wants to view a simple Timeline for the project. 40 Right-click the Gantt Chart, which is on the right of the project plan. Right-clicking the Gantt Chart opens the Timeline view at the top of the project plan. This provides an easier way to share project schedules. 41 Click Show Timeline. Note: Tasks have already been pre-selected for this timeline view. Jan quickly reviews the key phases and milestones through simple timeline view. Selecting the Timeline view automatically selects the Format tab in the Ribbon. The Format tab contains features to help Jan edit the Timeline view. Using the Format options in the Fluent user interface, Jan 42 Select the Timeline view. 69 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

70 can quickly customize the Timeline by changing the bar colors or re-arranging tasks as callouts. He can also copy the graphic and paste into Microsoft Office Outlook, Microsoft Office PowerPoint, and other Microsoft Office tools. Jan wants to communicate the project timeline to his team. 43 In the Format tab, click Copy Timeline. Jan clicks For Presentation to copy the timeline. 44 Click For Presentation. Please note: In order to continue to the next step in this Beta version of the demo you must perform the following steps to be able to open the PowerPoint slides: Open Microsoft PowerPoint 2010 (Beta) from the Start menu To add C:\USERS into the trusted locations perform the following steps: o Choose File -> Options o Select the tab Trust Center o Click the Trust Center settings button right o In the Trust Center window select Trusted Locations tab o Click Add new location button o In the Microsoft Office Trusted Location dialog Type C:\USERS\ (without quotes) into the Path box Make sure to check the Subfolders of this location are also trusted o Press OK button three times to close all previosly opened windows Now you can proceed to the next step Alternatively you can just create a new presentation with a Milestones slide and proceed directly to step 48 below. 70 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

71 Jan opens his existing presentation, which he is creating for the project kickoff meeting. 45 On the desktop, double-click the Payroll System Upgrade- Project Kick Off file. 71 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

72 The Payroll System Upgrade- Project Kick Off presentation includes details such as Overview, Requirements, Milestones, Team Allocation, and Risks. Jan can insert the Timeline view copied from Project Professional into the Milestone slide of the presentation. 46 Scroll to slide 6. Jan pastes the copied Timeline view from Project 2010 Professional into the PowerPoint presentation. 47 Right-click the slide and then click Paste Options. 48 Click the paste option on the left. 72 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

73 By copying from Project 2010 Professional and pasting to PowerPoint, Jan can create, customize, and share the powerful Timeline view with team members and key stakeholders. 49 In the File menu, click Save. 50 Close PowerPoint. 73 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

74 Because Jan has completed initial project planning, he returns to Project 2010 Professional, which has the Payroll System Upgrade project plan opened. 51 Return to the Project 2010 Professional window. Jan wants to baseline his project. 52 In the Ribbon, click the Project tab. 53 In the Ribbon, click the Set Baseline drop-down list and then click Set Baseline. 74 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

75 Jan uses the Baseline 1 field to save the current status of the project plan. Because Baseline 1 has been previously saved, he overwrites it with his new changes. 54 In the Set Baseline dropdown list, click Baseline 1 (last saved on Wed 12/16/09). For a given project, a project manager can save 11 different baselines. These baseline values can then be used to quickly compare and contrast budgeted values to actual values and to forecast values. These comparisons can help project managers to measure project progress. 55 Click OK. Jan confirms that he wants to overwrite Baseline Click Yes. He opens the Backstage menu. Jan saves the changes to the project plan. 57 Click File. 58 Click Save. 75 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

76 When the save is completed, the message Save completed successfully appears at the bottom of the Project 2010 Professional window. Jan now commits his changes to Project Server using the Publish function. 59 Click Publish. When the publishing is complete, the message Publish completed successfully appears at the bottom strip of Project Professional window. He then closes the Project Plan. 60 Once the project is successfully published, click Close. Because Jan is done with the project plan, he checks it in. 61 Click Yes to check in the project. After saving all changes, Jan closes the Project Professional. 62 From the File menu, click Exit. 76 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

77 Clicking Exit returns Jan to the Project Center. Jan can use the out-of-thebox Status Reports feature to create and request status reports from the resources in his team. Jan goes to the Status Reports page, which has two sections Request and Response. The Request option allows Jan to create custom status reports to collect and combine progress updates from his team members. By clicking New Status, Jan opens the new status report page, with which Jan can request his team members to send the status report. 63 In the left navigation panel, under Resources, click Status Reports. 64 Under the Requests section, click New and then click New Request. 65 Under * Title, change the text from New Status Report to Status Report for Payroll System Upgrade project 77 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

78 Jan edits the report title. Jan can also define the recurrence of the status report (for example, weekly, monthly, yearly), select the resources, and define the sections (for example, Major Accomplishments, Objectives for Next Period, Hot Issues) that need to be completed in the report. Jan specifies that the report is due on Monday. Because the Payroll System Upgrade project starts in March, Jan specifies the start date as 3/ Because Jan had earlier picked Hatim Aiad as the Analyst, he selects Hatim Aiad from the available resources. Jan can now receive reports from Hatim. After configuring the report, Jan sends the report. Using status reporting tools, Jan can regularly update sponsors and executive leadership. When Jan clicks Send, he returns to the Status Reports page, which lists the report he recently created in the 66 In the Frequency section, select the check box for Monday. 67 In the Start Date section, set the date to 3/8/ In the Resources section, click Hatim Aiad from the list of available resources and then click Add >. 69 Click Send. 78 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

79 Request section. Jan returns to the Project Center. 70 In the left navigation panel, click Project Center. Jan goes to the Payroll System Upgrade project. 71 Click the Payroll System Upgrade link in the Plan phase. To successfully complete the plan phase Jan also has to complete a secondary cost and benefit assessment 72 Click on Cost and Benefit in the left navigation panel. Note: In this demo, the Cost and Benefit information is pre-filled for all projects of the Plan and Manage phase. Therefore, you can skip this step (Steps ). If you want to edit and save the data, you will be unable to perform further steps in this phase for approximately 10 to 12 minutes. Jan uses the Phase 2 page to fill in the new Cost and Benefit information. 73 Click the Phase 2 page at the bottom of Excel sheet. 79 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

80 The Excel WAC template shows the original cost and benefit estimates entered during the business case. Jan can now update these assessments in the Phase 2 section. 74 Edit the Cost and Benefit data in the sheet. 80 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

81 To save the updated values to Project Server database, Jan clicks the Save button in the Project tab. 75 Click Save in the Project tab. Because Jan has performed all tasks required in the Plan phase, he opens the Plan Checkpoint PDP. The Plan Checkpoint PDP lists all tasks that were required to be completed the Plan phase. 76 In the left navigation panel, click Plan Checkpoint. Jan goes to a Plan Checkpoint form. 81 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

82 This checkpoint has all fields marked as mandatory. The governance feature of Project Server 2010 allows you to specify required fields to be completed at the time of workflow configuration. When Jan clicks Edit, all the controls in the form are enabled. 77 Click Edit in the Project tab. The form asks the following questions: o o o o Plan_Generics Replaced Plan_Schedule Updated Plan_Finalized Cost Plan_Project Baselined 78 Click the button in the Plan_Generics Replaces section and then select Yes. Because Jan has performed all tasks, he selects Yes for every question. 79 Click the button in the Plan_Schedule Updated section and then select Yes. 80 Click the button in the Plan_Finalized Cost section and then select Yes. 81 Click the button in the Plan_Project Baselined section and then select Yes. 82 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

83 Jan saves his changes to the project. This sets the Plan Checkpoint deliverable stage as Completed. 82 Click Save in the Project tab. After saving the changes, Jan submits the project to move the project to next stage. 83 Click Submit in the Project tab. Jan confirms that he wants to submit the Payroll System Upgrade. When he completes the Plan stage, the workflow performs the necessary data validations to ensure all required fields have been sufficiently completed before submitting the project for approval. Because all the required fields are completed, the workflow moves the project to Plan Checkpoint and creates an approval task for Carol to review that Plan phase. 84 Click OK. 83 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

84 Submitting the project returns Jan to the Workflow Status page, which now displays the selected Plan Checkpoint stage. He closes to check in the project. 85 Click Close, in the Project tab. He clicks Yes to confirm that he wants to check in the project. 86 Click Yes. Jan logs out of the Project workspace. 87 Log off Jan. 84 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

85 Plan Checkpoint In the Plan Checkpoint stage, Carol, the PMO, reviews the changes made by Jan in the Plan phase. At this stage she could also re-run the portfolio analysis to double check all projects selected still deliver the optimal return. We will not re-visit portfolio optimization at this stage of the demo. Talking Points Click Steps Screenshots Carol Philips logs in. 1 User name: CarolP 2 Password: pass@word1 3 Domain: Contoso Carol opens Internet Explorer, where the default page is set to the Contoso Project Server home page. 4 Launch Internet Explorer. Because Jan submitted the project for approval, an approval task for Carol is created. Carol goes to the Workflow Approval task list to review tasks awaiting her approval. In the Workflow Approval task list, she finds a new approval task assigned to her for the project Payroll System Upgrade. 5 In the left navigation panel, click Workflow Approvals. 85 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

86 She scrolls down to the Payroll System Upgrade project. 6 Click the arrow on the task. Carol wants to edit the approval task. 7 Click Edit Item. By clicking Edit Item, Carol opens the task detail window with Approve and Reject options. 8 Click the Review project details link. 86 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

87 This takes Carol to the Workflow Status page of the Payroll System Upgrade project. This page shows that the project is in the Plan Checkpoint stage and is waiting for an approval. She can click on each of the PDPs and review the information. 9 Close the browser. Closing the browser returns Carol to the approval task. She enters her comments and approves the task. 10 Enter comments. 11 Click the Approve button. 87 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

88 As soon as Carol approves the task, the workflow is activated and moves the project to the Manage phase. 12 Log off Carol Philips. 88 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

89 Manage Microsoft Project Server 2010 provides Contoso with the flexibility it needs to streamline processes, automate task management, centrally report time, and increase the accuracy of project forecasting. The enhanced capabilities to report time in Project Server 2010 provide a new Single Entry mode to unify time and task status updates, improve user experience, and centralize approvals. In the manage stage: Hatim Aiad, the Business Analyst, uses time reporting systems to capture work and non-working time for payroll, invoicing, and other business purposes and to send task updates to Jan, the Project Manager Jan uses the intuitive user interface to approve task updates and updates to project plan, and uses various out-of-the-box collaboration mechanisms to keep the team and the management up to date on the project progress Carol, the PMO director, uses the Business Intelligence and other reporting capabilities to gain insight, visibility, and control across all departments and projects Talking Points Click Steps Screenshots Hatim logs in to the system. 1 Log in to Contoso VM 2 User Name: HatimA 3 Password: pass@word1 4 Domain: Contoso 89 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

90 Hatim opens Internet Explorer, where the default page is set to the Contoso Project Server home page. 5 Launch Internet Explorer. Project Server 2010 has an intuitive Task interface that helps Hatim report information on task status. He can view all of his assignments through the Web-based interface. Users can customize the new interface to meet their specific preferences and needs. 6 In the left navigation panel, click Tasks. 7 In the Ribbon, click the arrow next to Filter. Hatim wants to view his newly assigned tasks. 8 Click Newly Assigned Tasks. This view helps users to group current tasks and future tasks. Note: Hatim finds his assignments for the Payroll System Upgrade project are under the Distant Future group. Since this is the timedependent view, the grouping may change when you run the demo. Even though the task is currently 90 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

91 shown in the future, for this demo and to ensure consistency in this demo, we will continue with the assignments for the Payroll System Upgrade project. This view helps users to group current tasks that are in progress or should have been started versus future tasks that will be starting in the future. 9 In the Period Total column, select the cell in the same row as Conduct needs analysis in the Payroll System Upgrade project. In this view, Hatim finds the Payroll System Upgrade task project in the Distant Future group. Note: To ensure consistency in this demo, Hatim updates the Payroll System Upgrade project tasks. He would also fill the timesheet for the duration of this project. By clicking Select Period, Hatim can pick a specific date for the time grid to display in the seven-day reporting period. 10 In the Tasks tab, click Select Period. 91 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

92 In this demo, Hatim has worked on the Payroll System Upgrade project and wants to report it on his timesheet. He defines the timesheet period of his tasks in the Payroll System Upgrade project. 11 In the Timesheet Period dropdown list, select the period in which the duration of Conduct needs analysis task occurred. After Hatim specifies the timesheet period, the timephased grid on the right moves forward for the interval specified. 12 Click OK. 92 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

93 To update his time spent on the Conduct needs analysis task, Hatim enters the total time he spent on the task that week. 13 Under Distant Future, in the Period Total column, select the cell in the same row as Conduct needs analysis 14 Type 24h. The intuitive user interface automatically distributes the Period Total hours to individual days. 93 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

94 Hatim can use the Ribbon to identify overdue and completed tasks. He can also find assignments by creating custom filters and groups. 15 Click the drop-down list next to Group By and then click Custom Group By Hatim uses the custom filters to view tasks the same groups. 16 In the Group Fields window, click Task Hierarchy in the Group by drop-down list. 17 Click OK Hatim saves the changes. 18 In the Tasks tab, click Save. Project Server 2010 Timesheet capabilities allow users to report time against billable (project) tasks and also against non-billable 19 In the left navigation panel, click Manage Timesheets. 94 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

95 (administrative) tasks such as vacation or jury duty. To complete his timesheet for that timesheet period (3/14/2010 to 3/20/2010), Hatim clicks the Manage Timesheets link. In this demo, Hatim submits his timesheet for the period 3/14/2010 to 3/20/2010 (at the writing this script, these dates are in the future). The options in the dropdown list under View allow Hatim to view past, current, and future timesheets. 20 Under View, click the dropdown list. Hatim clicks Next 6 Months + Last 3 Months to find the correct timesheet period for this demo. 21 Click Next 6 Months + Last 3 Months. Hatim selects same duration that he had selected while updating the task. 22 Click Click to Create for the period for which you submitted the task Conduct need analysis (In this demo, the time period is 20 (3/14/2010 3/20/2010). 95 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

96 Note: The timesheet duration may change depending upon the task start date and end date. Complete the timesheet for the period for which you updated the task. Hatim opens the timesheet for the time period (3/7/2010 3/13/2010). To increase flexibility and precision when entering data, the Project Server 2010 timesheet combines project and administrative time into one seamless view. To avoid duplicate data, the Project Server 2010 timesheet also shows the time that Hatim entered while he was reporting a task update during the same period. Note: Contoso has a predefined fiscal calendar, timesheet periods, and categories for administrative working and non-working times. These categories are configurable and the Project Server administrator can create and edit them. The Single Entry Mode of timesheet reporting unifies status updates against tasks and data entered in the 96 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

97 timesheets by displaying them together. Because Hatim worked only part of the week, he reports the non-working hours against the vacation category. 23 In the Vacation row, type 8h in the Thu 3/18 and Fri 3/19 columns. Hatim completes his timesheet and submits it for approval. 24 In the Ribbon, click Send Timesheet. 25 In the Comment box, type Worked on the Conduct Needs Analysis task of Payroll System Upgrade project. With a minimum of keystrokes or on-screen clicking, the Timesheet and Task reporting capabilities of 26 Click OK. 97 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

98 Project Server 2010 can help Hatim to quickly find his assignments, update key data in place, save timesheets in process, and submit assignments individually or in bulk. Jan assigned some status reports to Hatim. Hatim clicks the Status Reports link to review and submit a report. 27 In the left navigation panel, click Status Reports. Hatim sees a request from Jan for a status report. Hatim opens the status report. 28 In the Response section, click Status report for Payroll System Upgrade. 29 Under Major Accomplishments, type Created Needs Analysis Document. Clicking Send submits the status report to Jan for approval. Hatim logs off of the Contoso Virtual Machine. 30 Click Send. 31 Log off Hatim. 98 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

99 Jan, the Project Manager, logs into the Contoso Virtual Machine. 32 Log in to Contoso VM 33 User Name: JanK 34 Password: 35 Domain: Contoso Jan opens Internet Explorer, where the default page is set to the Contoso Project Server home page. Clicking 10 task updates from resources takes Jan to the Project Center Approval Center. 36 Launch Internet Explorer. 37 Under Approvals, click 10 task updates from resources. Project Server 2010 provides a dedicated Approval Center to simplify the processes of reviewing task, timesheet and status updates Jan views the task details by clicking the task. 38 In the name column, click the task Conduct need analysis. 99 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

100 This opens a window that shows the details of tasks Hatim has updated. 39 Click Cancel. After viewing the details, Jan decides to approve the task update. He clicks Accept. 40 Select the check box for the Conduct needs analysis task that Hatim submitted. The Approval Center uses the same intuitive User Interface as the Timesheet and Task views, with commands to group, sort, and filter tasks to help users personalize and streamline their approval activities. 41 In the Approvals tab, click Accept. 100 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

101 Jan enters his comments and accepts the updates. 42 In the comment box, type The task updates are in alignment with the project plan. This approves Hatim s task updates. 43 Click OK. Jan now wants to go to project details using Project workspace. 44 In the left navigation panel, click Project Center. 101 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

102 This takes Jan to the Project Center Plan and Manage Phase view. 45 Scroll down and select Payroll System Upgrade project under the Manage phase. 102 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

103 The project workspace is a central location for all project-related information and convenient tools for the team to collaborate and share. 46 Click Project Site in the Projects tab. This custom project workspace includes three pages: o Initiation This page provides an overview of the project and its financial information. o Execution This page includes all out-of-the-box Web Parts that help in project execution. o Reports This page contains all project-related reports. The Execution page displays the project details Web Part, which shows the project plan at a glance. 47 Click the Execution tab. The execution page includes following information: o Project Details. This Web Part displays the 103 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

104 o o Talking Points Click Steps Screenshots Project plan with Gantt Chart. Issues & Risks. Project Server 2010 provides a central location for effective identification and management of issues and risks. It promotes the use of standard processes for definition, impact assessment, escalation, and resolution. Team Discussions. Discussions enable team members to openly communicate and debate topics within the Project Site. 104 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

105 The workspace also displays the Project Blog Out of Box Web Part, which lists all of Jan s blogs. 48 Scroll down. Jan uses blogs to provide frequent updates on project activities, such as recurring status reports and key announcements. 49 In the top navigation, click the icon and select Project Web Access. This returns Jan to Project Web Access. 50 In the left navigation panel, click Status Reports. After approving the task updates, Jan opens Status Reports to see if Hatim has responded. 105 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

106 Jan opens the status report. 51 Under Requests, click Status report for Payroll System Upgrade. Jan finds one response from Hatim Aiad. 52 Select the row Hatim Aiad. He opens the report to view the details. 53 Click Open. 106 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

107 By clicking Open, Jan can view the complete status report that Hatim submitted earlier. Jan logs off of the Contoso Virtual Machine. 54 Log off Jan. 107 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

108 Carol, the PMO director, logs into the Contoso Virtual Machine. 55 Log in to Contoso VM 56 User Name: CarolP 57 Password: 58 Domain: Contoso Carol opens Internet Explorer, where the default page is set to the Contoso Project Server home page. 59 Launch Internet Explorer. For its reporting needs, Project Server 2010 uses Business Intelligence capabilities in SharePoint. It also has a rich reporting database and OLAP cubes to surface all project, resources, assignments, and timesheet information. Carol uses the preconfigured dashboard under Business Intelligence to make decisions and to proactively manage projects and resources. 60 In the left navigation panel, click Business Intelligence. 108 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

109 Carol goes to the Corporate Dashboard to gain insight and visibility across all the departments. 61 Under Dashboards, click Corporate Dashboard. The corporate dashboard shows corporate-level reports, which are built using Microsoft Office Excel Services, Microsoft Office PerformancePoint Services, and Microsoft SQL Server Reporting Services: Corporate KPI Report Indicator boxes (red, yellow, green) display the current status of all departments. Project by Phase A bar graph shows all project counts by phase. Project by Department A pie chart report shows all project counts by departments. Cumulative Work Planned vs. Actual vs. Forecast A line chart displays forecast, planned, and actual work. 109 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

110 Viewing the Corporate KPI Report, Carol finds that all departments are green except for IT. 62 Click IT. To view the IT department and discover why its status is red, Carol clicks IT. All reports use the reporting database of Project Server This database stores both project and portfolio data to ensure access to upto-date information. 110 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

111 Carol to the IT Department dashboard, which contains the following departmentlevel reports: IT Department KPIs Displays an aggregate current status of all projectlevel indicators. Project by Phase A bar chart shows all project counts by phase for the IT department. Cost vs. Benefit A bar chart displays the variation in cost and benefit of all IT department projects. 63 Click Templates in the left panel. Carol wants to change the look and feel of the Project By Phase report, which is an Excel-based report. 64 Click the arrow next to ITProjectByPhaseFinal. 65 Click Edit in Microsoft Excel. 111 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

112 66 Click OK. 112 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

113 The look of the chart can be 67 Select the bar chart. edited using chart styles. 68 Click the Design tab and then click the green bar style under Chart Style section. Carol saves her changes and returns to the IT Dashboard page. She refreshes the page to view the effects of her changes. 69 Click the button on the top panel. 70 Close the Excel file. 113 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

114 The IT Department KPIs report in IT dashboard page shows that Cost, Resource, and Schedule are red. To understand why these KPIs are red, Carol looks at the Project Status report located at the bottom of the page. The Project KPI Status Report shows the project by descending priority with the individual project level indicators. 71 Return to the IT Dashboard and refresh the page. Note: You may press F5 or close the browser and then reopen the browser to refresh the chart. 72 Scroll down. 73 In the Project KPI Status Report, click Storage Planning and Management. 114 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

115 Carol can use the drill-down capabilities to understand the cause of the issue. She notices that Storage Planning and Management Project has red KPIs. To learn more about this project, she clicks the project. Note: The reports sometimes take time to display and may result in timeout error. If this occurs, refresh the page, and all reports will be properly displayed. By clicking the project, Carol goes to the Reports tab of the project s workspace. This tab has following projectlevel reports: 74 Close the browser. Baseline Work Vs. Actual Vs. Forecast A line chart displays the baseline work, actual work and forecast work. Task Status Review A table displays the status of tasks using indicators (red, green, yellow). Milestone Completion A bar chart that compares the number of completed milestones against planned milestones for a given 115 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

116 month. Project Financial Metrics A table displays the financial information like total cost, approved budget and change order cost of the project. These reports help Carol to understand why the project indicators are red. Carol logs off of the Contoso Virtual Machine. 75 Log off Carol. 116 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

117 Appendix A Additional Define Phase Steps: You can follow the steps below to demo the completion of a full business case and show the PMO approving the project and moving the project to the select checkpoint. Talking Points Click Steps Screenshots Amy Strande logs into the 1 User name: AmyS Contoso Virtual Machine. 2 Password: pass@word1 3 Domain: Contoso Amy opens Internet Explorer, where the default page is set to the Contoso Project Server home page. 4 Launch Internet Explorer. Amy goes to the Project Center to view her projects. 5 In the left navigation panel, click Project Center. 117 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

118 Amy finds that her Web Catalog Publishing Tool project is in the Define stage. To see the deliverables to be completed in this workflow stage, she clicks on the project name which navigates her to the Workflow Status page. The Workflow Status page shows the following information: 6 Click the Web Catalog Publishing Tool project. o o o o The name of the current workflow stage The status of each deliverable required to be completed for the current phase A table with all stages included in the workflow with their corresponding deliverables Approval and rejection comments 118 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

119 Because Amy must enter the business case, see checks out the project by clicking on the Edit button on the Ribbon. 7 Click Edit. 8 Under Web Catalog Publishing Tool, click Project Details. Amy completes the remaining fields in the Project Details form. Notice that all of the previously completed values appear in this form for review and changes. 9 Enter the value in the Justification field. A status label appears in the right corner of the screen. The status changes from In Progress to Save completed successfully. 10 In the Projects tab, Click Save. 119 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

120 In this stage, Amy needs to provide high-level resource requirements for the project. This will help Contoso to have an enhanced visibility on resource requirements early in the project life cycle. 11 In the Project tab, click Resource Plan. To create resource requirements, Amy clicks the Resource Plan button, which opens an empty resource plan page. 120 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

121 Amy starts by building a project team. She clicks the Build Team button, which shows all generic resources (by skill level) as well as named resources in Contoso s resource pool. 12 In the Plan tab, click Build Team. At this stage, Contoso needs only estimates of high-level resources by skill. 13 Apply a filter to show only the generic resources. 121 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

122 Amy selects the resources she needs for the project team: an Analyst, a Developer, a PMO, a Project Manager, a SME, a Tester, and a Trainer. 14 Select the check boxes for each generic resource required for the project. 122 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

123 By clicking on the Add button, all of the selected resources are added to the right side of the view. 15 Click the Add > button. By clicking Save & Close, Amy builds her project team and returns back to the resource plan view. 16 In the Team tab, click the Save & Close button. 123 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

124 For capacity planning, Microsoft Project Server 2010 provides the flexibility to use resources specified either in the project plan or from a separate resource plan attached to the project. Because it is too early in the project life cycle to have a granular project plan, Amy calculates resources from the Resource Plan. Amy specifies the project dates as the duration for the Resource Plan. 17 In the Ribbon, under Calculate from: click the drop-down arrow and then click Resource Plan. 18 In the Plan tab, click Date Range. 124 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

125 19 Under Set Date Range, set the project start date and end date, and then click OK. Amy defines Work Units and Timescale information for her Resource Plans. 20 In the Plan tab, click the Work Units drop-down list. 21 Click Full-time Equivalent. 125 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

126 Amy can view the resource plans by days, weeks, months, quarters, and years. She selects the Months Timescale for the resource plans. 22 Click the Timescale dropdown arrow and click Months. Amy specifies the resource requirements in terms of FTE for each generic resource. 23 Specify the resource requirements. Amy saves the Resource Plan. 24 Click Save. 126 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

127 Finally, Amy clicks Publish to commit the final Resource Plan. 25 Click Publish. In this way, Amy uses the new Capacity Planning module to proactively forecast resource requirements at the skill level. 26 Click Close. By clicking Close, Amy returns to the Workflow Status page of the project. 27 Under Web Catalog Publishing Tool, click Strategic Impact. Amy opens the PDP for Strategic Impact. Contoso has defined seven usable, measurable, and unique business drivers to map the alignment of projects against the company s overall strategy. 127 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

128 The Strategic Impact Assessment form displays Contoso s Business Drivers, their description, and corresponding impact statements. 28 Select the business impact for each business driver. Amy uses this form to specify the impact ratings to derive the Strategic value score. A status label appears in the right corner of the screen. The status changes from In Progress to Save completed successfully. 29 Click Save. After completing the Strategic Impact, Amy enters the financial information of the project. This PDP contains a Web Part that renders a Microsoft Office Excel 2010 workbook to capture multi-year cost and benefit values. The Web Part uses Microsoft Office Excel Web Application Companion (WAC) to make the cost and benefit Excel workbook available on the Web for editing. This workbook actually resides on the project 30 In the left navigation panel, click Cost and Benefit. 128 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

129 workspace associated with this project proposal. In the Define stage, Amy will use the Phase 1 sheet of the Excel workbook to estimate the project cost and benefits. 31 Scroll down and click Phase I. The Phase I sheet has two sections: o o Project Cost Details: Captures costs against high-level categories in the next five years. Project Benefit Details: Captures benefits from the project in the next five years. 32 Enter the values in the Phase I sheet. These generic cost and benefit categories can be changed to meet varying needs. Note: The Excel workbook also contains formulas that automatically calculate the individual totals across these categories as well as totals for each year. In the current solution, these totals are saved in the 33 Scroll down and click the Summary sheet. 129 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

130 project server database as project level custom fields for easy reporting. To help users summarize project s financial information, the Excel workbook also contains a summary sheet with formulas and a corresponding graph. Note: By default, the AutoSave option is enabled on the Excel workbook. Any changes Amy has made in the Excel workbook will be preserved. 34 In the Ribbon, click Save. Once Amy has edited the information and is satisfied with the project cost and benefit information, she clicks the Save button on the Ribbon. This pushes all of the summary information to the project server database. Note: Saving to the Project Server database is done by various calls to a custom Windows Communication Foundation (WCF) service. The WCF service reads all data from the Excel sheet and sets the value of various 130 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

131 project-level, custom fields. After entering the Cost information, Amy performs the Risk Evaluation for the project. 35 Under Web Catalog Publishing Tool, click Risk Evaluation. This PDP hosts an InfoPath form that has three tabs: o o o Business Risk Technology Risk Implementation Risk 36 Click the option buttons for the appropriate answer to each question. To browse the three available tabs, click them. All of these tabs contain questions and objective answers that Amy must select. 131 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

132 Amy answers all of the questions. 37 Scroll down. To commit her changes, Amy clicks the Submit button at the bottom of the form. Based on these risk questions, two values are calculated: 38 Click Submit at the bottom of the form. o o Probability of Sucess Risk Range 132 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

133 These values are stored in project-level custom fields. Note: Users may not immediately perform further steps (for example, submitting the project for approval) because of the time it takes to save Cost Benefit and Risk data. Users can continue performing the steps of Select Checkpoint or wait for 10 minutes until the project data is saved. Once the required information for the business case is complete, Amy submits the project for further approval. 39 In the Ribbon, click the Submit button. Amy confirms the submission by clicking OK. 40 Click OK. On submission, the workflow performs the necessary data validations and creates an approval task for Carol Philips. By clicking OK, Amy goes to the Workflow Status page, which shows that the project has moved to the Select Checkpoint stage and is waiting for approval. 133 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

134 Because Amy has completed her business case, she logs off of the Contoso Virtual Machine. 41 Log off Amy Strande. 134 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

135 Select Checkpoint Talking Points Click Steps Screenshots Carol Philips logs in to the 1 User name: CarolP Contoso. 2 Password: pass@word1 3 Domain: Contoso Carol opens Internet Explorer, where the default page is set to the Contoso Project Server home page. 4 Launch Internet Explorer. Because Amy s project has moved to the Select Checkpoint stage, Carol must go to the Workflow Approvals task list to review the corresponding task assigned to her. 5 In the left navigation panel, click. In the Workflow Approvals task list, Carol finds a new Define-stage approval task for the Web Catalog Publishing Tool project. Clicking on the drop-down arrow displays options for the approval task. 6 Click the drop-down arrow on the task. 135 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

136 To edit the status of the task, Carol clicks Edit Item. 7 Click Edit Item. By clicking Edit Item, Carol opens the task detail window with Approve and Reject buttons. 8 Click the Review project details link in the window. This takes Carol to the workflow status page of Web Catalog Publishing Tool. The Workflow Status page shows that the project is in the Select Checkpoint stage and is ready for her approval. To review the business case, Carol examines each of the PDPs in the Web Catalog Publishing Tool. 9 Scroll down. 136 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

137 The Project Details page titled Project Details shows the description and justification of the project. The page also shows financial information and risk information based on the Project Details pages Cost and Benefit and Risk Evaluation. 10 In the left navigation panel, click Project Details. 137 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

138 Carol reviews the Cost and Benefit data of the project. 11 In the left navigation panel, click Cost and Benefit. Reviewing the cost and benefit estimates, earlier captured by Amy, will help Carol to assess and select competing initiatives, measure financial performance against baseline in the execution stage, and analyze whether the initiative realized the forecasted benefits upon completion. 138 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

139 Carol reviews the risk evaluation data of the project. 12 In the left navigation panel, click Risk Evaluation. Note: In this version of the demo, the individual answers from the Risk Evaluation form are not saved. Instead two project level fields Probability of Success and Risk Range are calculated and saved. Carol reviews the strategic impact data of the project. 13 In the left navigation panel, click Strategic Impact. After closing the Strategic Impact window, Carol 14 Close Internet Explorer. 139 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

140 returns to the Task Details window. Carol has reviewed the business case information in the PDPs and decides to approve the project. 15 Enter comments. She enters her comments. Carol approves the task. 16 Click the Approve button. 140 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

141 Note: The Select Checkpoint approval process has two steps. First, the PMO must approve the Define stage task. Second, the project must be selected during portfolio selection. Once the task is approved, the project remains in the Select Checkpoint stage, but the workflow shows that the project is now waiting for portfolio selection before moving to the Plan stage. 141 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

142 Appendix B Known Issues Section Issue Description Workaround Business Case Development Excel Sheet Behavior The Cost/Benefit Excel worksheet may initially display incorrectly. Manually move the horizontal and vertical scrollbars to position the sheet correctly. Business Case Development (steps listed in Appendix A) Excel Sheet Behavior When clicking a cell for editing, the incorrect cell may be outlined. Throughout Authentication Prompts Users may occasionally and randomly be prompted to authenticate when performing Web site operations. Throughout when user opens Project Center Business Case Development (steps listed in Appendix A) Project Center Grid Display Risk Evaluation Processing Time The Project Center grid does not properly use the vertical space available on the page at some resolutions. The Risk Evaluation Form takes some time to process after being submitted, preventing the submission of the Define phase of the workflow in a continuous-flow demo. The value will be inserted into the selected cell. Dismiss the authentication prompt, refresh the page, and continue. Resize of the browser window, and the control will behave properly. with Portfolio Analysis (Select Checkpoint: 18) as it does not depend on the previously submitted project. Manage Phase No. of task approvals for Jan The Project Manager has eight default task approvals pending and it shows no task when navigating to Approval Center. Does not affect demo flow, but at step 38 the image is incorrect, it should show 1 task update only instead of Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009

143 Plan & Manage Phase View Behavior of KPI indicators in Plan and Manage Phase view The indicators may not get displayed for some of the projects Does not affect demo flow. Plan Phase Plan Checkpoint Plan Checkpoint Edit button may take few minutes to activate. 143 Microsoft Project 2010 Enterprise Project Management Solution Demo January 2009