1. Portfolio Analyzer Extender v. 1240

2. Table of contents PAE v.1240 features overview
System requirements, installation and license request
PAE working basics
Work with Enterprise Global in Microsoft Project
Work with Enterprise custom project’s Fields
Work with Enterprise custom task’s Fields
Work with Enterprise custom resources Fields

3. PAE v.1240 features overview

4. Portfolio Analyzer Extender
Designed to add extra data to standard Microsoft Project Server OLAP Cube:
Project/Resource/Task custom fields
Summary tasks, tasks and tasks without hierarchy
Task outline codes
Local resources
Weeks dimension

5. Enterprise Custom Fields value addition:
PAE v.1240
Enterprise Custom Fields value addition:
Projects
Tasks
Resources
Enterprise Custom Outline Codes value addition:

6. PAE v.1240 Previously created fields automatic removal
You can filter data in the cube or make reports by added dimensions:
TaskIsCritical
TaskIsSummary
TaskIsMilestone
TaskPriority field is added to total fields

7. System requirements, installation and license request

8. PAE v.1240 system requirements
Required software:
Microsoft Project Server 2003
MS Internet Explorer 6.0
Shared Components module (free download from our site)
Required settings:
Grant the
MSProjectServerUser login
db_owner rights for
ProjectServer database

9. PAE Installation
1. Install Shared Components module on Project Server 2. Install PAE v.1240 on Project Server 3. Choose database name and SQL server name in SQL configuration settings window 4. Set login and password – if necessary. In case if [SQL server login] and/or [SQL server password] are not indicated, Windows-authorization will be used in SQL server entrance. 5.Push INSTALL button If you have more than one Microsoft Project database and multi-server structure it is required to install PAE on each instance. For installation only Server and Database value must be changed.
Multi-server and multi-database structure
SQL server name
Click to install PAE v.3
SQL server Database name

10. PAE v.1240 license request Generate license key request e-mail
Paste in License key received

11. PAE v1240 Administration

12. Working with PAE
PAE setup page
Admin section

13. Choose Resource fields
Add fields to OLAP cube
Choose Project fields
Choose Task fields
Choose Resource fields
Save changes

14. Create new OLAP report – standard Project Server page
Cube description
Date range
Save Changes
Update frequency

15. Manage views
Admin section
Manage views
Add View

16. Specify views in Project Web Access
Portfolio Analyzer
Manage views

17. Reports: values to analyze
Your custom fields are added to the list
Portfolio analysis results

18. Portfolio analysis chart
Save reports
Portfolio analysis chart
Save Changes

19. Work with Enterprise Global in Microsoft Project

20. Work with Enterprise Global in Microsoft Project
Enterprise options
Enterprise global opening

21. Work with Enterprise Global in Microsoft Project
Enterprise fields
Enterprise global customization

22. Work with Enterprise Custom Project Fields

23. Work with Enterprise Custom Project Fields
ProjectCostField1
Rename

24. Work with Enterprise Custom Project Fields
Value entry
ProjectCostField1
Value list

25. Work with Enterprise Custom Project Fields
Number type value entry 16 18 20 22 24
VAT (Enterprise project number1)
Value list

26. Work with Enterprise Custom Project Fields
Number type value entry
150000
25000
48000
36000
External budget (Enterprise project number2)
Value list

27. Work with Enterprise Custom Project Fields
Number type value entry 1 2 3 4
ROI (Enterprise project number3)
Value list

28. Work with Enterprise Custom Project Fields
Number type value entry 1 2 3 4
Risk level (Enterprise project number4)
Value list

29. Work with Enterprise Custom Project’s Fields
Custom project fields
Text type value entry
Text 1
Text 2
Text 3
Language support (Enterprise project text 1)
Value list

30. Provide values for Custom Project Fields
Enterprise fields value entry
ProjectCostField1
VAT
External budget
ROI
Risk level
Language support

31. Saving and publishing Project information
Publish project information in Project Server
ProjectCostField1 –
VAT – 18%
External budget –
ROI – 3
Risk level – 4
Language support – text1
Save project information

32. Display saved Project’s Fields in PAE
ProjectCostField1
VAT
External budget
ROI
Risk level
Language support
Save changes

33. Cube name and description
Create new OLAP report
Cube name and description
Date range
Cube building

34. Specify views in Project Web Access
Manage views
Portfolio Analyzer rate choice

35. Project Fields appear in Field list
Multi-language support
ProjectCostField1
VAT
ROI
External budget
Risk level
Pivot table field list
Project value displays

36. Project’s type OLAP cube build results
Project multi-language support
ProjectCostField1
VAT
ROI
External budget
Risk level
Project name
Pivot table field list
Project value displays

37. Work with Enterprise Custom Task Fields and Outline Codes

38. Working with Enterprise Custom Task’s Fields in Enterprise global
Task custom fields
TaskCost 2
Rename

39. Working with Enterprise Custom Task’s Fields in Enterprise Global
Task custom fields
Value entry
TaskCost 1
TaskCost 2
Value list

40. Enterprise Custom Task Outline Codes edition in Enterprise Global
Task custom outline codes
Custom outline codes
СorpTaskCost1
Rename

41. Enterprise Custom Task Outline Codes edition in Enterprise Global
Task custom outline codes
Custom outline codes
Outline code definition
Define code mask

42. Enterprise Custom Task Outline Codes edition in Enterprise Global
Lookup table editing

43. Provide values for customized Task’s Fields
Task information
TaskCost 1
TaskCost 2
CorpTaskCost 1
Value entry

44. Display saved Task’s Fields in PAE
TaskCost1
TaskCost2
CorpTaskCost1
Save Changes

45. Cube name and description
Create new OLAP report
Cube name and description
Date range
Cube building

46. Specify views in Project Web Access
Manage views
Portfolio Analyzer rate choice

47. Task’s list and Custom Fields appeared in OLAP reports
Tasks value represented by levels and sublevels
TaskCost 1
TaskCost 2
values
Chart

48. Work with Enterprise custom Resource Fields

49. Working with Enterprise Custom Resources Fields in MS Project
Resource custom fields
ResourseCost 2
Rename

50. Working with Enterprise Custom Resources Fields in MS Project
Resource custom fields
Value entry
ResourseCost 1
ResourseCost 2
Value list

51. Display saved Resources Fields in PAE
ResourseCost1
ResourseCost2
Save changes

52. Cube name and description
Create new OLAP report
Cube name and description
Date range
Cube building

53. Specify views in Project Web Access
Manage views
Portfolio Analyzer rate choice

54. Resources Custom Fields appear in field list
ResourseCost1
ResourseCost2
Pivot table field list
Resources cost value displayed
Resources Cost chart