Microsoft Project Past, Present and Future Mike Kremer, PMP Business Productivity Specialist Microsoft Corporation
Microsoft Project Evolution Enterprise Teams Users Individuals Program Management Productivity Coordination Desktop Connectivity email Web Microsoft Project 1 – 4.x Client-Server Microsoft Project 98 - 2000 Microsoft Project 2002 - 2003
Project 2007 Family Project Standard 2003 Microsoft Office Enterprise Project Management (EPM)* Solution Project Professional 2003 Project Web Access Project Server 2003 Microsoft Office Project Portfolio Server
Control Finances Top down budgets Financial analytics Cost Resources • New resource type • Enables planned and actual cost to be defined by task • Supports integration with accounting systems Budgeting • Enables cost resources to be added to project summary task • Supports defining budgets at the project level • Supports budget variance reporting [Transition to Next Slide] Those screens show a few of the great new features in the Project (both Standard and Professional) for individual contributors. Next we will explore the changes available to teams when they connect to Project Server.
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1/13/2019 What is the status of my project? Is T10 in Phase3 causing Phase3 to slip? 8
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1/13/2019 What am I spending my money on? Which material is costing me the most in August? Can potentially add color by value for (cost > baseline cost) 10
Microsoft Enterprise Project Management Project Professional Project Web Access Project Server
Programs
Commitments Publish a list of commitments New feature in project workspace that allows key deliverables with finish dates to be identified for projects Commitments can be created before any tasks exist in the project Project Professional users can view commitments and link them to tasks in their project plans Commitments are available in Project Server reports Set dependencies based on commitments
Resource Time and Progress
Simple Web-Based Projects
Work Planning
Connect to Teams Prototype only Outlook Integration sample functions: Top left screen With the Project Web Access (PWA) Task Changes screen, team members can submit the status of tasks as well as submit new tasks. This enables more accurate tracking of change requests. Lower left screen PWA is written on WSS 3.0. This means you inherit the benefits of WSS for working with Project information in PWA. For example, you can use the SharePoint interface tools to modify how information appears in PWA. In this case both the Issues and Risks web parts are displayed on a single screen for easier management review. Any of the PWA functions can similarly be added to a SharePoint portal – please note that this will also require a Project Client Access License (CAL) for users of that portal. Right side screens Outlook Integration What: Supporting both integration with Outlook appointments and tasks. Improves support for reporting hours per day. Value: Leverages existing investments and knowledge of desktop applications – works the way you work. Outlook Integration sample functions: View project assignments Report status to project manager Integrates with Outlook tasks and appointments Potential issue: Tasks and Appointments in Outlook 12 will vary from their current usage. We are working to have a closer relationship with Project 12’s Tasks and Assignments. [Transition to Next Slide] We have discussed the major investment areas on the desktop and for the EPM Solution and seen screenshots. This release will improve your capabilities but what technology skills will your organization need to take advantage of the new features? Prototype only
Portfolio Management
Microsoft UMT Portfolio Manager Acquisition complete January 2006 Currently sold as UMT Portfolio Manager To be named “Microsoft Office Project Portfolio Server”
Capture Project Requests / Ideas Workflow & Business Case Development Pre-defined governance workflow Pre-defined governance workflow’s ensure business case development is standardized across the organization Capture Project Requests / Ideas Capture all project requests within a central repository. Workflow & Business Case Development
Select: Portfolio Prioritization Prioritize Business Drivers Strategic Impact Assessment Projects Assess the Relative Impact of Project Requests Against the Prioritized Business Drivers Evaluate Project Portfolio variables (priority, cost, strat. value, risk, etc.) before Making Selection Decisions Business Drivers Prioritize Projects Portfolio Analysis/Optimization L - Priority - H Cost
Portfolio Optimization - Analytics Business Alignment Analysis Utilize Optimization Algorithms to Maximize the Business Value Gained Under Varying Budget Constraints (i.e. Cost, Resource etc) and force-ins Constraint Analysis / “What-if” Portfolios Efficient Frontier Modeling
Project Selection Decision Dashboard Create a Decision Dashboard containing recommendations, metrics, risks, charts, and positions for real-time Portfolio Governance meetings where recommendations can be modified and impact can be assessed.
Portfolio Reporting & Tracking Plan & Manage the Portfolio Maximize resource utilization across the planning horizon by proactively re-scheduling the projects within the portfolio; while considering scheduling constraints (e.g. start no earlier than) and inter-project dependencies. Create real-time project, program, and portfolio performance scorecards to ensure Executives and PMO’s gain transparency and control across project portfolios within the organization. Portfolio Sequencing Portfolio Reporting & Tracking