Agenda

Our PPM Philosophy A comprehensive set of tools delivered to almost any device through cloud or on- premise Comprehensive Toolset Cloud and On-Premise Devices

Over 20 million users of Project… A user added every 20 seconds Used in over 10,000 organizations Leader in various analyst reports

A solution built on Office 365 platform PPM solution Application platform Infrastructure

A comprehensive PPM solution in the cloud

Portfolio selection Reporting Resource management TFS Integration

Project Resource Management Strategy and Design Principles Org-level capacity planning by roles Mid to long-term headcount planning Resource constraint analysis at the Portfolio level Top-level Short to mid-term capacity planning Team management Mid-level Resource Engagement Requests Tasks and Assignments PMs to RMs negotiation process Micro-level

What is a Resource Engagement Resource engagements are agreements between project managers and resource managers for an amount of work and time period they can use people on their projects. New!

Resource management

TFS Integration

A tale of two very different personas!

Connect Project & TFS

Next steps

Attend the Project sessions ThemeSession TitleSession Date & Time How ToHow to Deploy Microsoft Project: Online & ServerMay 6 th 3:15 – 4:30 How ToDeveloper to Developer: Meeting custom needs with Microsoft Project.May 6 th 5:00 – 6:15 Best PracticesReal World Reports: Business Intelligence in Microsoft Project Online and Project Server 2013 May 7 th 1:30 – 2:45 Best PracticesMicrosoft Project Online Customization: Best PracticesMay 7 th 5:00 – 6:15 Best PracticesSupporting Microsoft Project Online and Project Server – Tips and TricksMay 8 th 12:30 – 1:35 and, visit our booth in the expo area

Learn about our offerings Stay connected Microsoft Microsoft Project Professionals Network Sign up for partner led trial e

Q/A

Ideation Portfolio Selection

With just a click or 2, promote ideas to portfolio selection phase. Easily capture new ideas from across the company. Screenshot from Project Online

Define business drivers that are representative of the organization’s investment goals. Screenshot from Project Online

Quantify impact for each business driver previously defined. Screenshot from Project Online

Prioritize business drivers using an intuitive pair-wise comparison process. Screenshot from Project Online

Align project ideas with business drivers based on the quantitative impact benchmark statements previously defined. Screenshot from Project Online

Executives can force-in certain projects that are ‘must- do’ for reasons such as legal, compliance etc. Efficient Frontier determines optimal portfolio based on constrained funding or any other custom constraints such as resources, tolerable risk levels, etc. Screenshot from Project Online

Switching to Resource Constraints will optimize portfolio selections based on resource availability

Screenshot from Project Online The Hired Resources report will recommend the type of resources that should be acquired based on portfolio needs.

Key challenges faced by each group Project plan is not in sync with Dev schedules Project Managers don’t react in a timely fashion Project Managers don’t understand dev issues Dev. managers use different planning tools No automated way to approve/reject changes No clear visibility into key development issues

Solution: Connect Project Server & TFS

High level architecture Interaction enabled via Team Foundation Server Extension for Project Server. Project Manager can get the enterprise project plan from Project Server and publish back the changes to Project Server Team members can update effort estimates in Team Foundation Server through Visual Studio or Team Explorer

36 PM adds a new “Shopping Cart” feature to Project Plan in Project Professional. Screenshot from Project Professional 2013

PM sets appropriate flags to enable Team Foundation Server and Project Server sync. Screenshot from Project Professional 2013

PM publishes the Plan to Project Server. Screenshot from Project Professional 2013

Dev manager notices the new requirement appear in Team Foundation Server. Screenshot from Project Online

Dev manager creates several engineering work items in Team Foundation Server to support the requirement.

Dev manager adds effort estimates to each new work item which changes PM plan. Screenshot from Project Online

PM notices new pending approvals in Project Web App.

PM approves all the change request in Project Web App. Screenshot from Project Online

PM then sets a new baseline for the plan. Screenshot from Project Pro for Office 365

Capacity Planning Resource Engagement Timesheets

Screenshot from Project Online Resources can be grouped by dozens of categories in up to three layers, making it easy to see how certain resource groups compare to others. Resources can also be sorted by the same categories used for grouping. Here, the resources are first grouped by Type (i.e., Material or Work), and then sorted by their earliest available date, for which more information is available in the Resource Assignments view (next slide).

Screenshot from Project Online Get a clear visual representation of your resource pool’s usage across multiple projects and remaining capacity.

Capacity Heatmap provides projected utilization of resource pool over time. Screenshot from Project Online New

Resource managers can drill down several levels to uncover necessary insights. Screenshot from Project Online New

Resource managers can drill down several levels to uncover necessary insights. Screenshot from Project Online New

More details can be obtained through tooltips by hovering over a particular cell. Resource: Kat Project: Project 2 Period: January 2014 Approved work: 0.2 FTE Scheduled work: 0.6 FTE Compliance: -0.4 FTE Screenshot from Project Online New

Single Entry Mode enables team members to submit both time entries and task updates in Timesheet View. In addition to normal work hours, Timesheet View also captures administrative tasks, vacation time, sick days, and user-defined personal tasks. Screenshot from Project Online

Project Manager views Resource Plan in Project Professional. Project Manager initiates request to staff the position. New Screenshot from Project Pro for Office 365

Designer Design for script outline Mon 10/6/2014Fri 11/28/2014 Jean 10/1/14 1:31PM: I really need Kat for this project. Let me know if she is available 100% Intuitive interface to enter details and submit request. New Screenshot from Project Pro for Office 365

Resource requests yet to be submitted show up in Draft status. New

Proposed Once submitted, Resource requests status changes to ‘Proposed’. New Screenshot from Project Pro for Office 365

Screenshot from Project Online Resource manager launches Project Server / Project Online to view pending resource requests. New

Screenshot from Project Online Resource Manager can easily filter for the set of resources. New

Screenshot from Project Online Kat Larsson Design for script outline Jean 10/1/14 1:31PM: I really need Kat for this project. Let me know if she is available. Sara 10/2/14 10:11AM: Ok, make sure to wrap this up on time, Kat is already booked in December. 100% Mon 10/6/2014 Fri 11/28/2014 Contoso Design Resource Manager gets a clean view of all resource requests through the Resource Engagement view. New

Intuitive Interface to Approve/Reject requests. Screenshot from Project Online Committed New

Project Manager sees the requests as committed within Project Professional. New Screenshot from Project Pro for Office 365

Assigning tasks to resources outside the approved timeframe is flagged for easy reference. New Screenshot from Project Pro for Office 365

Once the assignment dates are corrected, the warning flags go away. New Screenshot from Project Pro for Office 365