2. How to organize and plan your people and resources for EPM Roy Kayahara Program Manager Microsoft Office Project Microsoft Corporation

3. How Project Pro and Project Server can help you manage your resources in the EPM setting Ideas for determining data requirements and identifying data sources Roles and responsibilities for making it work Today You Will Learn

4. Target Users for EPM/RM Resource Managers who need to see: What their people are working Whether or not they’re over-allocated Upcoming commitments vs. capacity to meet those commitments Project Managers who: Share resources with other projects Need help finding people for their projects

5. Portfolio Analyzer

6. Portfolio Analyzer Data The Portfolio Analyzer views are driven by the work assignments from the project plans and the capacity of the enterprise resource pool Project PlansProject Plans Project Manager Project Server Enterprise Resource Pool OLAPCube PWA Portfolio Analyzer User Resource pool capacityResource pool capacity Planned work and costPlanned work and cost Actual work and costActual work and cost Baseline work and costBaseline work and cost Tagged with custom metadataTagged with custom metadata

7. Conceptual Schema Project Task Resource Assignment Time-phasedAvailability Add reporting metadata here Time-phasedAssignment Capacity OLAP Cube Project Database

8. Project Data To Get… You Must… Planned work Use resource assignments on tasks Actual work Apply progress to projects Baseline work Save baseline plans Costs Use resource costs Resource/skill needs Use generic resources Non-project/non- working time Administrative projects

9. Resource Data Time-phased resource availability Resource calendar defines: Working vs. non-working days (weekends and holidays) Hours of work Availability contour defines: Available from/to dates Available percentage

10. User-Defined Data Custom fields added to projects and resources to categorize data for reporting purposes and support roll- ups Resources – organizational affiliation, position/role, location, cost center, etc. Projects – sponsor, owner, financial codes, customer, etc. Determined by your reporting needs

11. OLAP User Data Needs What do they want to see? Forward view (planned) Performance (actual vs. plan/baseline) Demand vs. capability (skill/role based) Scope of data What does each user mean by “my data”? How do they want it rolled up? What data granularity do they want? Timeliness and accuracy

12. Project Pro and PWA

13. PM User Data Needs Do they need to find resources outside of their local team? What resource data is useful and meaningful? Roles, detailed skills, location, etc. Are different categories of skills meaningful? e.g. technical skills versus general skills Do they need resource costs?

14. Organizational Considerations Organizational boundaries How should data be partitioned? Who gets priority when sharing resources? Who approves timesheets? Operational cycle How often do people report time? How often are project plans updated and published?

15. Security Considerations Who can see/change which resources? Who can assign which resources? How are resources shared across organizational boundaries Define the RBS to reflect these requirements

16. Operational Considerations How is the resource pool maintained? How are lookup tables maintained? Progress (actual work) Timesheets vs. PM Administrative projects Who maintains? Business operational cycle

17. Implications for PMs Organizational requirements will affect how the Project Managers work Frequency of updating/publishing plans Versions and resource availability Who assigns resources to team Use of external resources Use of generic resources When to baseline Costs (calc’d, manual or none) Project metadata requirements

18. Enterprise Data Which resources are in the enterprise resource pool? Where are resource costs defined? Enterprise calendars Generic resources Custom fields for projects, tasks and resources

19. Take-Aways Planning Understand your objectives Understand how to get there Training Don’t assume everyone will “just know what to do” Change management Implementing EPM is Business Process Reengineering

20. Related Sessions DC220 Enterprise outline codes DC260 Implementing Resource Management within EPM DC405 Reporting: Building Custom reporting capabilities using OLAP views and project data DC450 Considerations when deploying time sheeting

21. © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.