David Hans Tracking and Updating with Project Server The Project Update Cycle Best Practise v Reality 11 th February 2004

Agenda Introduction Pcubed What is Updating? Prerequisites Best Practice? Maturity v Confusion? Demonstration Conclusion

What is Updating? Planning the Work, Working the Plan Different Types using MS Project: –Project Managers Secret Plan! –PMO Helping the Project Manager –Manual Timesheets –Project Web Access % Complete Hours Worked / Remaining Time sheeting

Prerequisites Tracking & Updating Consistent Planning Standards –Resources assigned –Dependencies applied –Constraints minimized –Task types agreed

Prerequisites Reporting guidelines and Processes –Time Period for actual information update –Method of reporting progress %complete actual work and work remaining % complete and work remaining

Best Practice – From a Published Plan

Best Practice - Usability Issues Delegation of ownership What happens if “Resource A” is on vacation? Non project time Tracking Bucket Tasks Matrix Organisations Management versus Project view (more of an issue for Project 2002) Multiple Resource Calendars

Best Practice – Deployment Issues Business Need / Desire Project Manager Maturity Organisational & Management Capability Types of Project Management Needs v Management Overhead Growing with the Organisation

Your Tasks – as a Timesheet Project Web Access Gantt and Timesheet Views Columns Filters Grouping Click on Tasks Gantt Chart or Timesheet Current or All Tasks Your Portfolio of Tasks by Project

Percentages, Hours of Work, and Timesheets Hours per day Estimates to Complete / Remaining Work Scheduled Work and your actual hours Remaining Hours

Update the Project Manager Save Changes Update Selected Rows Update All What happens next? Approval & Rejection Back to the beginning

Summary Tracking and Updating using PWA is highly valuable for dispersed teams Time Saving potential Requires implementation of good planning and processes Creates Team involvement in Planning and what is going on Requires good understanding of scheduling engines by the Project Manager

Conclusion Best Practice v Reality Deployment by Steps Q&A