Children’s Hospital of Orange County Enterprise Project Management Microsoft Project Server 2003 Project Manager Training Composed by Wayne Walker June 2007 Add <Client> name.

Course Outline Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA) Add additional Modules as deemed necessary.

Module 1 Module 1 Introduction to Project Server Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – Project Server Concepts Topic 1.3 – Project Server Architecture Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Class Goals and Guidelines Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 - Project Server Concepts Topic 1.3 - Project Server Architecture

Class Logistics Class Goals Class Guidelines Minimize time impact upon employees Cover all material within the allotted time Provide sound Project Management related training that will aid with the integration of Project Server within the organization’s infrastructure Have fun! Class Guidelines Facilitator will provide hands-on training Rules of the road Please be on time for training A break each hour for 10 minutes (timely return requested) Turn off (or make silent), cell phones and pagers during class time For the sake of time, we will add all detailed questions to the “Parking Lot” to be addressed at a later time Please do not use the system outside of the training plan Note difference in environment “look and feel”. NOTE: The screen images used in this course have been captured from a Windows XP environment. Be sure to allow for differences in Menu / Dialog Box selections when using other Operation System versions (e.g. Windows 2000, Vista, etc…)!

Project Server Concepts Topic 1.1 - Logistics - Class Goals & Guidelines Topic 1.2 - Project Server Concepts Topic 1.3 - Project Server Architecture

System Overview Executive, Project Sponsors and Project Sponsors and Project Managers Project Sponsors and Project Managers Line of Business Systems (e.g. SAP) OLAP

Interacting with Project Server Professional Client Microsoft Project Server Database Project Server 2003 & SQL Server 2000 Operating System: Windows 2003 Server Software: - IIS - Project Server 2003 - SMTP - SQL Server 2003 (with SP3a applied) - Analysis Services (with SP3a applied) Project Web Access Client Windows SharePoint Services Database OLAP Cube

High-Level Project Lifecycle

Project Server Architecture Topic 1.1 - Logistics - Class Goals & Guidelines Topic 1.2 - Project Server Concepts Topic 1.3 - Project Server Architecture

Logical Architecture Diagram Client Application Database SQL Server 2000 Internet Information Services Windows SharePoint Services WSS Content WSS Config Microsoft Project Professional 2003 Internet Explorer Project Web Access Microsoft Outlook 2003 Project Data Tables Project Server 2003 Core Project Database Web Tables Session Manager Cube Tables Views Processing Database Views Project Scheduler Service SQL Analysis Services OLAP Cubes

What the User can See and Do Security Control 1 2 3 Windows Authentication Organization Permissions User/Group Permissions User Security Template 6 5 4 What the User can See and Do Views Category Permissions Category

Module 2 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Topic 2.1 – Initial Project Professional Connection Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Connect via Project Professional 2003 Topic 2.1 - Initial Project Professional Connection

Start Project Professional 2003 Logon with your Windows User ID. Select Start  Enterprise Options  Microsoft Project Server Accounts.

Preparing to Install A ‘Preparing to Install’ and ‘Please wait…’ dialog boxes may display. If so, the initial install process should run through until Project Professional opens.

Project Professional Opens Project Professional should display as follows:

Select Server Accounts… Select Tools  All Programs  Microsoft Office  Microsoft Office Project Professional 2003.

Select Add and Account At the ‘Microsoft Project Server Accounts’ dialog box, Select the [Add] button.

Enter Account Details Setup up your Account as follows: Account Name: (e.g. Your Firstname Lastname) Set the ‘Microsoft Project Server URL:’ details: http://isdpmo/projectserver Select the ‘Use Windows user account’ radio button. Select the ‘Set as default account’ check box. Change the Server Name details.

Test Connection Click on the ‘Test Connection’ button. If the connection is successful, the following dialog box should display: If the connection was unsuccessful, the following dialog box will display: Click on the [OK] button to close the dialog box. If an error has occurred, check the spelling of the URL entered. If problems are still evident, then contact the Project Server 2003 Administrator.

Confirm the Account Details Click on the ‘Account Properties’ [OK] button to complete the account settings process. The following dialog box should display: Confirm the details are correct and click on the [OK] button to close the ‘Project Server Accounts’ dialog box. Change the image, if available.

Close out of Project Professional Close Project Professional to allow the changes to take effect. Before these settings take effect, Project Professional must be closed. If prompted to save the default project named “Project1” that is opened when Project Professional is opened, click on the [No] button. Project Professional 2003 will need to be opened again to test out that the connection has been established.

Re-Open Project Professional Reopen Project Professional 2003 and in the ‘Project Server Security Logon’ dialog box do the following: Click on the [Make Server Trusted] button. A confirmation dialog box displays: Click on the [Yes] button in response to the confirmation message box. Click on the blue link to the Project Web Access site that is located at the base of the ‘Microsoft Project Server Security Login’ dialog box. Change the top image, if available.

Check the Open Dialog Box Select from the Menu Bar, File  Open. Confirm that the Project Server 2003 file open dialog box is displayed. Congratulations, you have connected to Project Server! Change the image to display deployment relative Projects.

Module 3 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Topic 3.1 – Start a Template based Project Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Save a Project Schedule Topic 3.6 – Publish the Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Create Project Schedule Topic 3.1 – Start a Template based Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Saving a Project Schedule Topic 3.6 – Publish the Project Schedule

Create a Template Based Schedule Examine the Project Guide Tool Bar. Click “Tasks” from within the Project Guide Toolbar to begin the project setup process outlined by Microsoft. Open a Project Template. Click File  New from the main menu to return to the default “New Project” project guide.

Create a Template Based Schedule Click the Enterprise Templates tab and select the “Training Template” from the folder of enterprise templates. Click [OK] to post the Training Template to the open project file. The template items will be posted into the active project.

Create a Template Based Schedule The ‘Training Template’ is the default template that you will be using during the remainder of this part of the course, where you will be setting up a new Project Schedule. Change the ‘Training Template’ to reflect a Project Schedule that is familiar to the audience. Otherwise, use a re-named standard Microsoft Template. Then update the image.

Create Project Schedule Topic 3.1 – Start a Template based Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Saving a Project Schedule Topic 3.6 – Publish the Project Schedule

Adding Project Level Information From the main Menu Bar, Select Project  Project Information. Set the Start Date to today’s date. Modify the Enterprise Custom Field values as you wish. Change the image to reflect deployment specific Custom Codes.

Create Project Schedule Topic 3.1 – Start a Template based Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Saving a Project Schedule Topic 3.6 – Publish the Project Schedule

Assigning Resources Select Tools  Build Team from Enterprise… from the main Menu Bar. Select Resources and add them to the Project Team. Select & highlight a Resource from the Enterprise Resources list (left section). If substituting Project Team Resources, use the [Replace] button to move the Resource selected in the right column to the replace one selected in the right column. To add a new Resource to the Project Team, click on the [Add>] button. Repeat these steps for however many Resources you want assigned to your Project. Click [OK] button to close the Build Team Dialog Box, when done.

Assigning Resources Assign Resources to Tasks In the Gantt Chart View that should be currently displaying, select a Task to which you wish to assign a Resource (selecting the first column will suffice). From the main Menu Bar, select Tools  Assign Resources. Assign any Project Team Resource to the Task by highlighting the Task and clicking the [Assign] button within the Assign Resources dialog box. Select [Close] to close the Assign Resources dialog box, when done. Change the image to reflect deployment specific Resources.

Create Project Schedule Topic 3.1 – Start a Template based Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Saving a Project Schedule Topic 3.6 – Publish the Project Schedule

Saving a Project Baseline From within the Microsoft Project Client, select Tools  Tracking  Save Baseline.

Saving a Project Baseline Save the Baseline With the ‘Save Baseline’ dialog box open, take a note of the default settings. We will retain them as they are, as we want to Baseline the entire Project. Click on the [OK] button to Save the Baseline.

Create Project Schedule Topic 3.1 – Start a Template based Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Saving a Project Schedule Topic 3.6 – Publish the Project Schedule

Saving a Project Schedule From the main Menu Bar, select File  Save.

Saving a Project Schedule Name your Project Schedule and Save it. Name the Project something by which you can identify it again when you need to return to it later in our exercises (e.g. Student1 Training Project). Your Project Schedule should now be ready to Save. Click on the [Save] button the Save the Project Schedule up to the Project Server. Change the image to reflect deployment specific Custom Codes.

Saving a Project Schedule Check that the Schedule has Saved. Change the image to reflect deployment specific Projects.

Create Project Schedule Topic 3.1 – Start a Template based Schedule Topic 3.2 – Set Project Level Information Topic 3.3 – Assigning Resources Topic 3.4 – Saving a Baseline Topic 3.5 – Saving a Project Schedule Topic 3.6 – Publish the Project Schedule

Publish the Project Schedule From the main Menu Bar, select Collaborate  Publish  All Information. Check that the process has been triggered.

Module 4 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Topic 4.1 – Import a Project Schedule Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Import a Schedule to Project Server Topic 4.1 – Import a Project Schedule

Import a Project Schedule In Project Professional, select ‘Tools’ – ‘Enterprise Options’ – ‘Import Project to Enterprise’.

Import a Project Schedule Navigate to and select the Project file: Training_Import_Project.mpp Click on the [Import] button. Make sure a Project mpp file is available on the local drive (or on a Network share), under a folder ‘EPM Training’ with the filename ‘Training_Import_Project.mpp’. The Project Schedule should be based on an existing schedule within the organization for familiarity sake, if available.

Import a Project Schedule Note any warning message. The following warning message will be received, if information in the Project .mpp file is inconsistent with settings in the Enterprise Global Template. Click on the [OK] button to accept the Enterprise Global defaults.

Import a Project Schedule Take note of the Project Information Dialog Box content. The custom field values that are listed may differ depending on global settings that have been defined by the Project Server Administrator. Make sure you give the Project Schedule a name and then complete the required field values. Change the image to reflect deployment specific Custom Codes.

Import a Project Schedule Take note of the Resource Information and select the appropriate Resource related options. Use this dialog box to process Resource information. Ideally, if the Activity Code for the Resource listed on the left (local Resource), is known, then match that local Resource to the Enterprise Resource from the dropdown list on the Right (as illustrated above). Click on the [Next] button to proceed. Change the image to reflect deployment specific Resource mappings.

Import a Project Schedule Take note of the dialog box for mapping Task Fields (where appropriate). This dialog box allows you to map the custom task data. Click on the [Next] button to proceed.

Import a Project Schedule Attend to any Import errors. All errors must be addressed before the Import process will complete. Once all errors have been cleared, the import can proceed. Now that it is enabled, click on the [Import] button to Import the Project. Change the image to reflect deployment specific Task names.

Import a Project Schedule Check for the Import Complete message.

Module 5 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Topic 5.1 – Updating Task Information Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Task Updates Topic 5.1 – Updating Task Information

Updating Task Information Open the Project you wish to work with (Template or Import based). Navigate to the ‘Task Usage’ View option.

Updating Task Information Examine the ‘Tasks Usage’ View.

Updating Task Information Table Columns The columns and rows in this View have been laid out to assist with the entry of actual Work against Tasks. The Columns within immediate view, as illustrated above are: Task Name: To identify the Task you wish to update. Work: Displays the scheduled Work. Actual Work: Display the actual Work entered. Details: ‘Work’ or ‘Act. W’ row headings. Day Columns: Repetitive Days of the Week with a higher-level Date heading. Other columns that have been included in the Task Usage View, but not immediately visible unless the center divider is dragged to the right are: Duration Actual Duration Remaining Duration Actual Cost Start Actual Start Finish Actual Finish Modify this page to reflect the type of recording being used for a specific deployment.

Updating Task Information Scroll down and use the ‘Act. W’ (Actual Work), cells to update actuals.

Updating Task Information Task Update Tips Work and Actual Work values can be explained as follows: ‘Work’ = Planned (Scheduled), time Work is expected to take. ‘Act. W’ = The actual time it took to accomplish a Task. Important: Ensure Actual Work hours are NOT entered in ‘Work’ (Scheduled). The following tips should be followed when updating Time to Task via the ‘Task Usage’ or ‘Resource Usage’ Views in Project Professional 2003: The ‘Act. W’ (Actual Work) cells only should be used to update Time to Tasks. Note the columns on the left side of the divider bar. Scroll down and locate a Task where ‘Work’ is not equal to ‘Act. Work’. Enter values in ‘Act. W’ (Actual Work) cells corresponding to the identified Task. Modify this page to reflect the type of recording being used for a specific deployment. Very Important! If the actual date a Task occurs differs to plan, then it is very important to also adjust the Actual Start Date and/or the Actual Finish Date for that Task. Otherwise, an error will be introduced to the schedule and may push out multiple subsequent Tasks.

Module 6 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Topic 6.1 – Connect via Project Web Access Topic 6.2 – The Home Page Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Intro to Project Web Access (PWA) Topic 6.1 – Connect via Project Web Access Topic 6.1 – The Home Page

Enter Project Server URL With Internet Explorer open, enter the following URL for the Project Server 2003 Web Site: http://isdpmo/projectserver The Project Web Access logon process will commence by displaying the following screen At this stage, the Browser is checking user credentials and attempting to login to Project Server 2003. Update the <servername> value.

License Agreement (EULA) Acknowledge acceptance of the EULA (License Agreement): Select the check box near the base of the form. Click on the [Next] button to continue.

PWA Home Page Displays Once the ActiveX Components download, confirm that the PWA ‘Home’ page is displayed. Update the image to reflect the logo for the specific deployment.

Intro to Project Web Access (PWA) Topic 6.1 – Connect via Project Web Access Topic 6.1 – The Home Page

The Home Page Update the image to reflect the logo for the specific deployment.

The Home Page Content Pane

The Home Page Alerts for My Tasks and Status Reports

The Home Page Alerts for My Resource’s Tasks and Status Reports

The Home Page Go Off-Line Feature

Module 7 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Topic 7.1 – Project Views in Project Center Topic 7.2 – Filtering View Information Topic 7.3 – Change Project Details Topic 7.4 – To-Do Lists Topic 7.5 – Checking In Projects Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Project Center (PWA) Topic 7.1 – Project Views in Project Center Topic 7.2 – Filtering View Information Topic 7.3 – Change Project Details Topic 7.4 – To-Do Lists Topic 7.5 – Checking In Projects

Project Views in Project Center ‘Choose a View:’ Option. ‘Summary’ View. Update the images to reflect the list of Views and Projects for the specific deployment.

Project Views in Project Center ‘Projects by Requestor Department’ View. Update the image to reflect the list of Projects for the specific deployment. Also, make sure the <viewname> reflects the selected custom View.

Project Views in Project Center ‘Tasks Summary’ Project Detail View. Update the image to reflect the list of Tasks for the selected Project for the specific deployment.

Project Views in Project Center ‘Choose a View:’ Option. ‘Tasks Not Completed’ View. Update the image to reflect the list of Views and Project Tasks for the specific deployment.

Project Center (PWA) Topic 7.1 – Project Views in Project Center Topic 7.2 – Filtering View Information Topic 7.3 – Change Project Details Topic 7.4 – To-Do Lists Topic 7.5 – Checking In Projects

Filtering View Information Expand the View filtering features: Click on the ‘Filter, Group, Search’ option at the top of the View to expand the Filter features. Select the Check Box next to the ‘Autofilter’ flag. Notice the change to the Headers of each column. Navigate to a View column and select an Autofilter dropdown arrow in one of the column headers. Update the image to reflect the list of Projects from a selected View for the specific deployment.

Filtering View Information Select an item from the Autofilter list to filter the displayed values. Update the image to reflect the list of Projects from a specific View for the specific deployment.

Project Center (PWA) Topic 7.1 – Project Views in Project Center Topic 7.2 – Filtering View Information Topic 7.3 – Change Project Details Topic 7.4 – To-Do Lists Topic 7.5 – Checking In Projects

Change Project Details Navigate to the Project Center. Select a non-linked field in the View for a Project you created and choose ‘Edit…’ Project details from the View action menu. Modify one or more values, if you wish. Update the image to reflect the list of Projects for the specific deployment.

Project Center (PWA) Topic 7.1 – Project Views in Project Center Topic 7.2 – Filtering View Information Topic 7.3 – Change Project Details Topic 7.4 – To-Do Lists Topic 7.5 – Checking In Projects

To-Do Lists Create a To-Do List item: Select ‘Create a new personal or shared to-do list’ from the Side Pane. Enter the words “To Do” and your initials in the To-do list name field. Change the default radio button setting from ‘All resources who are assigned tasks from this to-do list’ to ‘Anyone’. Click of the [Next] button to continue. Create a Test Task and Assign it to yourself. Do not fill out the % Work Complete Field. If you have updated the Start and Finish dates, update the image.

To-Do Lists Select the [Save New Tasks] button. Scroll over in the view and enter 100% in the % Work Complete field and click the [Save Changes] button. If you have updated the Start and Finish dates, update the image.

To-Do Lists Delete the To-Do List item: Select ‘To-do list options’ in the Side Pane. Select the list you just created from the first, ‘Choose a to-do list field’. Choose “Permanently delete this to do list”. Confirm the deletion. CHECK THAT YOU HAVE THE CORRECT LIST SELECTED, BEFORE DELETING.

Project Center (PWA) Topic 7.1 – Project Views in Project Center Topic 7.2 – Filtering View Information Topic 7.3 – Change Project Details Topic 7.4 – To-Do Lists Topic 7.5 – Checking In Projects

Checking In Projects Select the ‘Check-In My Projects’ option. Select a Project to Check-In (Make sure it is saved). If you have updated the process and the date has changed, update the image.

Checking In Projects Note the warning message that displays concerning the fact that changes will be lost, if the Project has not already been saved. Click the [OK] Button. Check the open Project for a warning message when attempting to Save the Project. Check the open Project for a warning message when attempting to Exit the Project. Click on the [OK] button to exit the Project without saving.

Module 8 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Topic 8.1 – View Resource Information Topic 8.2 – Display Resource Details Topic 8.3 – Resource Availability Topic 8.4 – View Resource Assignments Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Resource Center (PWA) Topic 8.1 – View Resource Information Topic 8.2 – Display Resource Details Topic 8.3 – Resource Availability Topic 8.4 – View Resource Assignments

Viewing Resource Information Select ‘Resources’ from the Main Menu. The Default View is the ‘Resource Summary’ View. Display the ‘+View Options’. Display the ‘Filter, Group, Search’ options.

Viewing Resource Information Test out the ‘Filter’ options. Test out the ‘Group’ options. Test out the ‘Search’ options. Test out a ‘Custom Filter’. Apply a Custom Filter by clicking the [Custom Filter] button. For Field Name, enter “Resource name”. Test = contains Value = Your Last Name Click [OK] to execute.

Resource Center (PWA) Topic 8.1 – View Resource Information Topic 8.2 – Display Resource Details Topic 8.3 – Resource Availability Topic 8.4 – View Resource Assignments

Displaying Resource Details Click on your Resource name within the Content Pane and click the [Edit…] button located on the action bar. Update the image to reflect the deployment specific Resource Pool.

Displaying Resource Details Display Resource Detail information. Return to the Resource Center by clicking the [Go back to Resource Center] button. Update the image to reflect the deployment specific Resource information.

Resource Center (PWA) Topic 8.1 – View Resource Information Topic 8.2 – Display Resource Details Topic 8.3 – Resource Availability Topic 8.4 – View Resource Assignments

Resource Availability Scroll down the list within the Resource Center and find your name. Click the [View Availability…] button from the action bar.

Resource Center (PWA) Topic 8.1 – View Resource Information Topic 8.2 – Display Resource Details Topic 8.3 – Resource Availability Topic 8.4 – View Resource Assignments

View Resource Assignments Go back to the Resource Center by click the View Enterprise Resources in Resource Center link within the Side Pane. Click ‘View Resource Assignments’ from within the Side pane. To view resource assignments, click on the resource name (s) and click Add> to populate the names in the Resources to Display box. Click the [Apply] button to generate the report. Update the image to reflect the deployment specific Resource Pool.

Module 9 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Topic 9.1 – View Portfolio Analyzer Reports Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Portfolio Analyzer (PWA) Topic 9.1 – Viewing Portfolio Analyzer Reports

Viewing Portfolio Analyzer Reports Navigate to the Portfolio Analyzer area, via the Project Center side pane ‘Analyze projects in Portfolio Analyzer’ option. Ensure the ‘On Going Resource Requirements’ View is displayed. Update the image to reflect the deployment specific Portfolio Analyzer View information.

Viewing Portfolio Analyzer Reports From the action bar at the top of the Table information, select the ‘Pivot Table and Chart’ option. Update the image to reflect the deployment specific Portfolio Analyzer View information.

Viewing Portfolio Analyzer Reports From the action bar at the top of the Table information, select the ‘Pivot Table’ option. In the left column titled ‘<customfield>’, work through and expand each of the Segments, but clicking on the ‘+’ symbol next to each Segment name. Similarly, from the Years selection at the top of the Table content area, expand the 2004 Time values down to the Quarter level. Update the image to reflect the deployment specific Portfolio Analyzer View information. Be sure that the View displayed includes the <customfield> column detailed in the text.

Viewing Portfolio Analyzer Reports From the action bar, select the ‘Field List’ icon. Once you click on the ‘Field List’ icon, the Field List pop-up dialog box should display.

Viewing Portfolio Analyzer Reports Drag and drop the ‘Cost’ field from the ‘Field List’ dialog box to the Pivot Table. Experiment with dragging and dropping other fields from the ‘Filed List’ pop-up to the Pivot Table. Take note of the results. Save a View for future reference via ‘Save a Link’. Name your Saved Link. Update the image to reflect the deployment specific Portfolio Analyzer View information.

Viewing Portfolio Analyzer Reports Once your Link has been Saved, you can manage your Links from the options that display in the Side Pane.

Module 10 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Topic 10.1 – Status Reports Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Status Reports (PWA) Topic 10.1 – Status Reports

Status Reports Select ‘Status Reports’ from the Main Menu. Ensure the ‘Set up a new status report for your team to respond to’ flag is checked and select [OK] to begin.

Status Reports Step 1: Title and Recurrence. If the process has been re-run, update the image to reflect the current date.

Status Reports Step 2: Who Should Report. Update the image to reflect the deployment specific Resource Pool.

Status Reports Step 3: Status Report Sections.

Status Reports Step 4: Send the Request.

Status Reports Open the report by selecting the report link under ‘Upcoming Status Reports’. If the process has been re-run, update the image to reflect the current date.

Status Reports Submit a Status Report. If the process has been re-run, update the image to reflect the current dates.

Status Reports Status Report List. If the process has been re-run, update the image to reflect the current dates.

Status Reports Multiple Status Reports View. If the process has been re-run, update the image to reflect the current date.

Status Reports Status Reports Clean-up.

Module 11 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Topic 11.1 – Working with Risk Tracking Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Risk Tracking (PWA) Topic 11.1 – Working with Risk Tracking

Working with Risk Tracking Select ‘Risks’ from the Main Menu. Update the image to reflect the deployment specific Project List.

Working with Risk Tracking Select your Project Examine the Side Pane View options. Create a new Risk by selected ‘New Risk’ from the Action Bar.

Working with Risk Tracking Enter the appropriate Risk information. Save and Close the new Risk item. If the process has been re-run, update the image to reflect the current date.

Module 12 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Topic 12.1 – Working with Issue Tracking Topic 12.2 – Modify Issue Forms Module 13 Documents (PWA) Module 14 Linking Elements (PWA)

Issue Tracking (PWA) Topic 12.1 – Working with Issue Tracking Topic 12.2 – Modify Issue Forms

Working with Issue Tracking Select ‘Issues’ from the Main Menu. Update the image to reflect the deployment specific Project List.

Working with Issue Tracking Select your Project Examine the Side Pane View options. Create a new Risk by selected ‘New Issue’ from the Action Bar.

Working with Issue Tracking Enter the appropriate Issue information. Save and Close the new Issue item. If the process has been re-run, update the image to reflect the current date.

Issue Tracking (PWA) Topic 12.1 – Working with Issue Tracking Topic 12.2 – Modify Issue Forms

Modify Issue Forms Select the ‘Modify settings and columns’ from the Side Pane. Add a new column and information.

Modify Issue Forms Return to the Issues List. Create a new Issue and note the new selection. If the process has been re-run, update the image to reflect the current date.

Module 13 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form Module 14 Linking Elements (PWA)

Project Center (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form

Working with Project Documents Select ‘Documents’ from the Main. Update the image to reflect the deployment specific Project List.

Working with Project Documents Select your Project. Examine the Side Pane View options. Examine the Content Pane options. Use this page to go to a Document Library and read or edit the documents that are stored there.

Project Center (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form

Document Libraries To create a new Document Library, click on the ‘Create document Library’ link.

Document Libraries Define the Document Library settings.

Project Center (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form

Create a New Document Navigate to the newly created Project folder <your name> and click the [New Document] button from the action bar.

Create a New Document Enter some text into the Word document and select File  Save from the main menu. During the Save process, select the following: Owner: <your name> Status: Draft Exit from Microsoft Word. The system will navigate back to your document list.

Project Center (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form

Upload a New Document Navigate to the newly created Project folder <your name> and click the [Upload Document] button from the action bar. Click on [Browse] and find then upload a file from your desktop. Define yourself as document owner. Select a status of “Final”. The “Status” selection list includes Draft, Ready for Review, and Final. Click the [Save and Close] button from the action bar. The upload file should now appear within the documents list.

Project Center (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form

Document Checkout Click on the dropdown list arrow next to the document name for a newly created document and select Check Out. Note the Checked Out name. If the process has been re-run, update the image to reflect the current dates.

Document Checkout Click on the arrow next to the document name, and the drop down window will show a Check In function. Select the “Check in document” flag and click the [OK] button.

Project Center (PWA) Topic 13.1 – Working with Project Documents Topic 13.2 – Document Libraries Topic 13.3 – Create a New Document Topic 13.4 – Upload a New Document Topic 13.5 – Document Checkout Topic 13.6 – Modify a Document Form

Modify a Document Form Access the Modify Document Form settings. Select Add a New Column. Add column related information. Return to the Documents List. Note the creation of a hyperlink option.

Module 14 Module 1 Introduction to Project Server Module 2 Connecting with Project Professional Module 3 Create a Project Schedule Module 4 Import a Schedule to Project Server Module 5 Task Updates Module 6 Intro to Project Web Access (PWA) Module 7 Project Center (PWA) Module 8 Resource Center (PWA) Module 9 Portfolio Analyzer (PWA) Module 10 Status Reports (PWA) Module 11 Risk Tracking (PWA) Module 12 Issue Tracking (PWA) Module 13 Documents (PWA) Module 14 Linking Elements (PWA) Topic 14.1 – Linking Issues, Risks and Documents to a Task

Linking Elements (PWA) Topic 14.1 – Linking Issues, Risks and Documents to a Task

Linking Issues, Risks and Documents to a Task Navigate to a Project Detail View for your Project. Select & highlight a Task and click the [Link Documents] button from the action bar. Click the [Link Documents in Libraries] button within the action bar. Click within the Link Check Box to the left of the Edit Icon and the Document File Name. Click Save Changes from the action bar. If the process has been re-run, update the image to reflect the current date.

Linking Issues, Risks and Documents to a Task Select ‘Go back to the Project View’. Within the Indicators column, the task will now contain a flag. When you mouse over the flag, the indicator will display a notice, “There are documents associated with this task…” If the process has been re-run, update the image to reflect the current dates and Task information.

Exercises End Questions & Answers

Project Management Office Reference Books Project Managers Step by Step – Microsoft Office Project 2003 By Carl Chatfield & Timothy Johnson Dynamic Scheduling By Eric Uyttewaal Project Management Office Lean Project Management – Eight Principals For Success By Lawrence P Leach Critical Chain Management Enterprise Architecture & Strategy By Jeanne W Ross, Peter Weill & David C Robertson 100 Questions to Ask you Software Organization By Mark I Himelstein