1 MPA Tampa Bay Enterprise Project Management and Reporting Victor M Rivera MS Project Server Administrator, Enterprise Reporting and Project Manager

2 Enterprise Project Management and Reporting High-level steps to start building a functional project based enterprise. These steps are past the project initiation phase. Project initiation process should be created based on the company and should be driven to help the company achieve their goals.

3 Enterprise Project Management and Reporting PMO is recommended based on size. Create an Organizational Structure aligned with the business based on... – Type of Work – Products – Projects – Programs – Portfolios

4 What are we going to cover… Using Templates to Build Project Plans Sharing Resources across Project Plans/Departments Assign Resources to Tasks Time Reporting Project Health Reports

5 Templates Build templates according to Project Type and Size. Templates allow standardization of project plans which in turn provide a way to measure different projects with normalized data/metrics.

6 Small Projects Template

7 Large Project Template

8 Template Detail Section

9 Infrastructure

10 Admin Hours Template

11 Sharing Resources All resources that will be working on projects should be added as an Enterprise Resource in Project Server. Resources should belong to an organization in the Org Structure. Project Managers will select resources from the Enterprise Resource Pool, assign them to tasks and publish the project plan.

12 Adding Resources to Project Plan

13 Assign Resources to Task Double click on the task and the Task Information window will appear, select the Resources tab. Under Tools, Assign Resources (ALT+F10) Click on the resource cell for that task and select resource.

14 Task Information

15 Assign Resources

16 to Resource - Sample

17 Resource Timesheet

18 to PM - Sample

19 Sample – Weekly Hours Tracking

20 Sample – Weekly Hours Tracking

21 Sample - Portfolio Modeler

22 Sample – Capacity Planning

23 Project Health – Tasks Metrics

24 Project Health – Milestone Completion

25 Sample – Schedule, Health and Actual Hours

26 Sample – Schedule, Health and Actual Hours

27 Sample – Schedule, Health and Actual Hours

28 Project Server Overview 2.Team Members Enter Actual Work, Revise ETC’s and Submits Timesheet Management Project Web Access Enterprise Reports Project Professional 1.PM’s Create, Maintain Plan and Publish Assignments 3.PM’s Approve Submitted Actuals/Revised ETC’s. Project Plan Auto Updated. Project Web Access Reporting Tools Project Web Access SQL Server

29 Questions ?