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Microsoft Project Management and Accounting Project Server/Solomon Demonstration May 2005 Synergy Business Solutions Inc.

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Presentation on theme: "Microsoft Project Management and Accounting Project Server/Solomon Demonstration May 2005 Synergy Business Solutions Inc."— Presentation transcript:

1 Microsoft Project Management and Accounting Project Server/Solomon Demonstration May 2005 Synergy Business Solutions Inc.

2 (c) Microsoft, Inc. 2 Open MS Project

3 (c) Microsoft, Inc. 3 Create Task San Diego, Phoenix, Denver

4 (c) Microsoft, Inc. 4 Save Project Plan and Give Name – Solomon PMA Road Show

5 (c) Microsoft, Inc. 5 Link Project 080 and 1500

6 (c) Microsoft, Inc. 6 Add Event Manager S toth and Cindy Bechtel

7 (c) Microsoft, Inc. 7 Add Task Numbers 10, 20, 30

8 (c) Microsoft, Inc. 8 Save Project and Synchronize with Solomon

9 (c) Microsoft, Inc. 9 Show Profit Pane – No budget Info At this Point

10 (c) Microsoft, Inc. 10 Build Team – Make Assignments

11 (c) Microsoft, Inc. 11 Pick Cindy Bechtel and Stoth

12 (c) Microsoft, Inc. 12 Assign S toth to all tasks

13 (c) Microsoft, Inc. 13 Publish All Information

14 (c) Microsoft, Inc. 14 Show E-Mail Notification and Link to Project Web Access

15 (c) Microsoft, Inc. 15 Go to Documents

16 (c) Microsoft, Inc. 16 View and Upload Documents

17 (c) Microsoft, Inc. 17 New Document

18 (c) Microsoft, Inc. 18 Browse to Budget Excel Spreadsheet

19 (c) Microsoft, Inc. 19 Pick Budget

20 (c) Microsoft, Inc. 20 Save and Close

21 (c) Microsoft, Inc. 21 Note File Uploaded to Sharepoint

22 (c) Microsoft, Inc. 22 Open Excel Document – Enter Budget Information – Upload to Solomon

23 (c) Microsoft, Inc. 23 Open Solomon Project Budgeting

24 (c) Microsoft, Inc. 24 Note Completed Budget

25 (c) Microsoft, Inc. 25 View Detail To Update Project System

26 (c) Microsoft, Inc. 26 Approve Budget – Begin Processing

27 (c) Microsoft, Inc. 27 Go to Project Controller Review Project Setup by Project Server

28 (c) Microsoft, Inc. 28 Note Project Number (Event), Enter Company ID, GL Sub and Activate Project

29 (c) Microsoft, Inc. 29 Review Locations (Tasks) Note Integration with Project Server

30 (c) Microsoft, Inc. 30 Click on San Diego then Resources

31 (c) Microsoft, Inc. 31 Note who has been assigned to Task – Click On Assignment Inquiry

32 (c) Microsoft, Inc. 32 Enter Start Date 3/6/05 to 3/12/05 – Click OK

33 (c) Microsoft, Inc. 33 Open Budget Screen Note – Budget Data

34 (c) Microsoft, Inc. 34 Go To Accounts Payable to Process Vendor Invoice

35 (c) Microsoft, Inc. 35 Enter Vendor Invoice for $1,000

36 (c) Microsoft, Inc. 36 Go To Analyzer Module

37 (c) Microsoft, Inc. 37 Note Active Projects

38 (c) Microsoft, Inc. 38 Note Actual and ETC, EAC and Original Budget

39 (c) Microsoft, Inc. 39 Open Project Professional – Open Project

40 (c) Microsoft, Inc. 40 Click On San Diego and Profit Pane – Note Actual and Budget Information Available to PM in MS Project

41 (c) Microsoft, Inc. 41 Open Business Portal – Note Project

42 (c) Microsoft, Inc. 42 Drill Down to Details

43 (c) Microsoft, Inc. 43 View Details

44 (c) Microsoft, Inc. 44 Click On Task and Resource Schedule

45 (c) Microsoft, Inc. 45 Access Project Web Access Open Documents

46 (c) Microsoft, Inc. 46 Open Document Library

47 (c) Microsoft, Inc. 47 Open Shared documents

48 (c) Microsoft, Inc. 48 Open Budget – Update Budget EAC

49 (c) Microsoft, Inc. 49 EAC Update


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