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Microsoft Project Management and Accounting Project Server/Solomon Demonstration May 2005 Synergy Business Solutions Inc.
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(c) Microsoft, Inc. 2 Open MS Project
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(c) Microsoft, Inc. 3 Create Task San Diego, Phoenix, Denver
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(c) Microsoft, Inc. 4 Save Project Plan and Give Name – Solomon PMA Road Show
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(c) Microsoft, Inc. 5 Link Project 080 and 1500
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(c) Microsoft, Inc. 6 Add Event Manager S toth and Cindy Bechtel
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(c) Microsoft, Inc. 7 Add Task Numbers 10, 20, 30
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(c) Microsoft, Inc. 8 Save Project and Synchronize with Solomon
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(c) Microsoft, Inc. 9 Show Profit Pane – No budget Info At this Point
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(c) Microsoft, Inc. 10 Build Team – Make Assignments
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(c) Microsoft, Inc. 11 Pick Cindy Bechtel and Stoth
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(c) Microsoft, Inc. 12 Assign S toth to all tasks
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(c) Microsoft, Inc. 13 Publish All Information
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(c) Microsoft, Inc. 14 Show E-Mail Notification and Link to Project Web Access
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(c) Microsoft, Inc. 15 Go to Documents
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(c) Microsoft, Inc. 16 View and Upload Documents
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(c) Microsoft, Inc. 17 New Document
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(c) Microsoft, Inc. 18 Browse to Budget Excel Spreadsheet
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(c) Microsoft, Inc. 19 Pick Budget
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(c) Microsoft, Inc. 20 Save and Close
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(c) Microsoft, Inc. 21 Note File Uploaded to Sharepoint
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(c) Microsoft, Inc. 22 Open Excel Document – Enter Budget Information – Upload to Solomon
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(c) Microsoft, Inc. 23 Open Solomon Project Budgeting
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(c) Microsoft, Inc. 24 Note Completed Budget
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(c) Microsoft, Inc. 25 View Detail To Update Project System
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(c) Microsoft, Inc. 26 Approve Budget – Begin Processing
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(c) Microsoft, Inc. 27 Go to Project Controller Review Project Setup by Project Server
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(c) Microsoft, Inc. 28 Note Project Number (Event), Enter Company ID, GL Sub and Activate Project
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(c) Microsoft, Inc. 29 Review Locations (Tasks) Note Integration with Project Server
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(c) Microsoft, Inc. 30 Click on San Diego then Resources
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(c) Microsoft, Inc. 31 Note who has been assigned to Task – Click On Assignment Inquiry
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(c) Microsoft, Inc. 32 Enter Start Date 3/6/05 to 3/12/05 – Click OK
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(c) Microsoft, Inc. 33 Open Budget Screen Note – Budget Data
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(c) Microsoft, Inc. 34 Go To Accounts Payable to Process Vendor Invoice
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(c) Microsoft, Inc. 35 Enter Vendor Invoice for $1,000
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(c) Microsoft, Inc. 36 Go To Analyzer Module
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(c) Microsoft, Inc. 37 Note Active Projects
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(c) Microsoft, Inc. 38 Note Actual and ETC, EAC and Original Budget
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(c) Microsoft, Inc. 39 Open Project Professional – Open Project
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(c) Microsoft, Inc. 40 Click On San Diego and Profit Pane – Note Actual and Budget Information Available to PM in MS Project
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(c) Microsoft, Inc. 41 Open Business Portal – Note Project
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(c) Microsoft, Inc. 42 Drill Down to Details
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(c) Microsoft, Inc. 43 View Details
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(c) Microsoft, Inc. 44 Click On Task and Resource Schedule
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(c) Microsoft, Inc. 45 Access Project Web Access Open Documents
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(c) Microsoft, Inc. 46 Open Document Library
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(c) Microsoft, Inc. 47 Open Shared documents
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(c) Microsoft, Inc. 48 Open Budget – Update Budget EAC
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(c) Microsoft, Inc. 49 EAC Update
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