Portfolio Analyzer Extender v. 1240

Table of contents PAE v.1240 features overview System requirements, installation and license request PAE working basics Work with Enterprise Global in Microsoft Project Work with Enterprise custom project’s Fields Work with Enterprise custom task’s Fields Work with Enterprise custom resources Fields

PAE v.1240 features overview

Portfolio Analyzer Extender Designed to add extra data to standard Microsoft Project Server OLAP Cube: Project/Resource/Task custom fields Summary tasks, tasks and tasks without hierarchy Task outline codes Local resources Weeks dimension

Enterprise Custom Fields value addition: PAE v.1240 Enterprise Custom Fields value addition: Projects Tasks Resources Enterprise Custom Outline Codes value addition:

PAE v.1240 Previously created fields automatic removal You can filter data in the cube or make reports by added dimensions: TaskIsCritical TaskIsSummary TaskIsMilestone TaskPriority field is added to total fields

System requirements, installation and license request

PAE v.1240 system requirements Required software: Microsoft Project Server 2003 MS Internet Explorer 6.0 Shared Components module (free download from our site) Required settings: Grant the MSProjectServerUser login db_owner rights for ProjectServer database

PAE Installation 1. Install Shared Components module on Project Server 2. Install PAE v.1240 on Project Server 3. Choose database name and SQL server name in SQL configuration settings window 4. Set login and password – if necessary. In case if [SQL server login] and/or [SQL server password] are not indicated, Windows-authorization will be used in SQL server entrance. 5.Push INSTALL button. If you have more than one Microsoft Project database and multi-server structure it is required to install PAE on each instance. For installation only Server and Database value must be changed. Multi-server and multi-database structure SQL server name Click to install PAE v.3 SQL server Database name

PAE v.1240 license request Generate license key request e-mail Paste in License key received

PAE v1240 Administration

Working with PAE PAE setup page Admin section

Choose Resource fields Add fields to OLAP cube Choose Project fields Choose Task fields Choose Resource fields Save changes

Create new OLAP report – standard Project Server page Cube description Date range Save Changes Update frequency

Manage views Admin section Manage views Add View

Specify views in Project Web Access Portfolio Analyzer Manage views

Reports: values to analyze Your custom fields are added to the list Portfolio analysis results

Portfolio analysis chart Save reports Portfolio analysis chart Save Changes

Work with Enterprise Global in Microsoft Project

Work with Enterprise Global in Microsoft Project Enterprise options Enterprise global opening

Work with Enterprise Global in Microsoft Project Enterprise fields Enterprise global customization

Work with Enterprise Custom Project Fields

Work with Enterprise Custom Project Fields ProjectCostField1 Rename

Work with Enterprise Custom Project Fields Value entry ProjectCostField1 Value list

Work with Enterprise Custom Project Fields Number type value entry 16 18 20 22 24 VAT (Enterprise project number1) Value list

Work with Enterprise Custom Project Fields Number type value entry 150000 25000 48000 36000 External budget (Enterprise project number2) Value list

Work with Enterprise Custom Project Fields Number type value entry 1 2 3 4 ROI (Enterprise project number3) Value list

Work with Enterprise Custom Project Fields Number type value entry 1 2 3 4 Risk level (Enterprise project number4) Value list

Work with Enterprise Custom Project’s Fields Custom project fields Text type value entry Text 1 Text 2 Text 3 Language support (Enterprise project text 1) Value list

Provide values for Custom Project Fields Enterprise fields value entry ProjectCostField1 VAT External budget ROI Risk level Language support

Saving and publishing Project information Publish project information in Project Server ProjectCostField1 – 600 000 VAT – 18% External budget – 150 000 ROI – 3 Risk level – 4 Language support – text1 Save project information

Display saved Project’s Fields in PAE ProjectCostField1 VAT External budget ROI Risk level Language support Save changes

Cube name and description Create new OLAP report Cube name and description Date range Cube building

Specify views in Project Web Access Manage views Portfolio Analyzer rate choice

Project Fields appear in Field list Multi-language support ProjectCostField1 VAT ROI External budget Risk level Pivot table field list Project value displays

Project’s type OLAP cube build results Project multi-language support ProjectCostField1 VAT ROI External budget Risk level Project name Pivot table field list Project value displays

Work with Enterprise Custom Task Fields and Outline Codes

Working with Enterprise Custom Task’s Fields in Enterprise global Task custom fields TaskCost 2 Rename

Working with Enterprise Custom Task’s Fields in Enterprise Global Task custom fields Value entry TaskCost 1 TaskCost 2 Value list

Enterprise Custom Task Outline Codes edition in Enterprise Global Task custom outline codes Custom outline codes СorpTaskCost1 Rename

Enterprise Custom Task Outline Codes edition in Enterprise Global Task custom outline codes Custom outline codes Outline code definition Define code mask

Enterprise Custom Task Outline Codes edition in Enterprise Global Lookup table editing

Provide values for customized Task’s Fields Task information TaskCost 1 TaskCost 2 CorpTaskCost 1 Value entry

Display saved Task’s Fields in PAE TaskCost1 TaskCost2 CorpTaskCost1 Save Changes

Cube name and description Create new OLAP report Cube name and description Date range Cube building

Specify views in Project Web Access Manage views Portfolio Analyzer rate choice

Task’s list and Custom Fields appeared in OLAP reports Tasks value represented by levels and sublevels TaskCost 1 TaskCost 2 values Chart

Work with Enterprise custom Resource Fields

Working with Enterprise Custom Resources Fields in MS Project Resource custom fields ResourseCost 2 Rename

Working with Enterprise Custom Resources Fields in MS Project Resource custom fields Value entry ResourseCost 1 ResourseCost 2 Value list

Display saved Resources Fields in PAE ResourseCost1 ResourseCost2 Save changes

Cube name and description Create new OLAP report Cube name and description Date range Cube building

Specify views in Project Web Access Manage views Portfolio Analyzer rate choice

Resources Custom Fields appear in field list ResourseCost1 ResourseCost2 Pivot table field list Resources cost value displayed Resources Cost chart