Have you ever used a knife to stir or a shoe to pound a nail? We use these things because they’re convenient. But when we see a chef cooking or carpenter building, they always use the proper tool. We fall into the same trap managing projects with Microsoft Excel. Why? Because it works for what we need at the time, and, as clients like to tell me, “it’s better than doing it on paper.” But for the best results, we need a tool set that supports collaboration and provides flexible work management solutions. View the slide deck and find out why Microsoft Project and Project Server is the right tool combination for managing your projects – no matter how big – or how small. And for more on project management and other topics, visit our blog at www.cdhtalkstech.com.

1. CDH
C/D/H Technology Briefing Series
CDH Project Server
December 2011

2. CDH Quick Facts
About Us Approach Partnerships
• 21st Year • Vendor • Microsoft Gold
• Grand Rapids & Independent • VMware Enterprise
Royal Oak • Non-reseller • Citrix Silver
• 30 Staff • Professional • Novell Gold
Services Only • Cisco Premier

3. CDH Expertise

4. CDH Agenda
• Introduction
• Project Management
• Microsoft Project Management Tools
– Project / Project Server
• Project Server Technology
• Tips and Tricks
• Demo
• Q&A

5. C/D/H Project Management
CDH Expertise
• C/D/H Project Management Group
– Six active members
– PMI certified
– Experience in multiple project management
tools and methodologies
– Experience in PMO development and
operations

6. CDH Your Presenter
Doug MacNEIL
Consultant
PMP | MCITP:EPM | MCT
MCTS | MOS | CNE
dougm@cdh.com

7. CDH What is a “Project”?
“A project is a temporary endeavor
undertaken to create a unique product
service or result”
Source:
A guide to the project management body of
knowledge (PMBOK Guide) Fourth Edition

8. CDH Project Management
• Projects, in one form or another, have
been undertaken for millennia
• Gantt Chart first developed just prior to
1920
• The latter half of the 20th century people
started to talk about “project management”

9. CDH Project Management Evolution
(1989)
PRINCE method derived
from PROMPTII is
(1950s) published by the U.K.
The Critical path Government
method (1969) (2002) Portfolio
(CPM) invented Project Management (1986) Management
Institute (PMI) established Six Sigma Techniques
Methodology
1910s 1950s 1960s 1970s 1980s 1990s 2000s
(1861–919) (1958) (1975) (1987) (1995)
The Gantt Chart The Program PROMPTII First PMBOK Agile Project
developed Evaluation and methodology Guide published Management
by Henry Review Technique created by Simpact
Systems
Laurence Gantt (PERT)
method invented

10. CDH Project Management Evolution
Financial
Management
Resource
2007
Management
1987 Portfolio
Management
Reporting
Program
Scheduling Management Project
Simple reporting Collaboration
Task
management
E-mail and print
Resource
tracking

11. CDH Why Project Management
• Project and Portfolio Management helps
organizations gain visibility and control across all
work, enhancing decision-making, improving
alignment with business strategy, maximizing
resource utilization, and enhancing project
execution

12. CDH The Business Needs
Align work with strategic
Rationalize investment objectives
Manage projects and Gain visibility and
resources effectively control over projects

13. Microsoft Project Management
CDH Tools
• Microsoft Project
• Microsoft Project Server

14. Microsoft Project Management
CDH Tools
• Project and Project Server: Why do I care
if I can use Excel?

15. Microsoft Project Management
CDH Tools
• Users:
– Project Standard 2010
• Individuals and part time project managers
– Project Professional 2010
• Full time project managers
– Project Server 2010
• IT, PMO, Engineering R&D, Product Development
• IT, PMO, Engineering, R&D, Product Development,
Operations

16. CDH Microsoft Project
• Microsoft Project 2010 gives you a powerful,
visually enhanced way to effectively manage a
wide range of projects and programs

17. CDH Editions of Microsoft Project

18. CDH Microsoft Project Overview
• Microsoft Project History
– 1984 – Original version DOS based
– 1986 – Version 4 (Final DOS based version)
– 1990 – Version 1 for Windows
– 1991 – MAC version released
– No version 2 for Windows ever released
– Current version is 14th release

19. What is Microsoft Project
CDH Server 2010
• Microsoft Project Server 2010 builds upon
the Microsoft SharePoint Server 2010
platform
• Provides a basis for Project Web App
pages, site administration, project
workspaces, and authentication
infrastructure for Project Server users.

20. What is Microsoft Project
CDH Server 2010
• Microsoft Project Server 2010 provides
innovative capabilities across the entire
lifecycle.
• Helps organizations effectively initiate,
select, plan and deliver projects on time
and within budget.

21. Microsoft Project Server
CDH Overview
• Microsoft Project Server History
– 2000 – Project Central
– 2002 – Project Server 2002
– 2003 – Office Project Server 2003
– 2007 – Office Project Server 2007
– Current – Office Project Server 2010

22. Project Server 2010 – 2007
CDH Differences
• Project Server 2010 requires Microsoft
SharePoint Server 2010 Enterprise on the
computer running Project Server and all
Project Web App servers within a
SharePoint farm.

23. Project Server 2010 – 2007
CDH Differences
• Project Server task, assignment, and
assignment status data is integrated with
Microsoft Exchange Server, instead of a
Microsoft Outlook add-in.

24. CDH Project Server Requirements
• The 64-bit version of Windows Server
2008 SP2 or Windows Server 2008 R2
• Microsoft SharePoint Server 2010
Enterprise version
• Microsoft Internet Explorer 7, Microsoft IE
8, or Microsoft IE 9 for Microsoft Project
Web App user access

25. CDH Project Server Requirements
• For farm deployment, database servers
must be 64-bit Microsoft SQL Server 2008
SP1 and Cumulative Update 2, Microsoft
SQL Server 2008 R2, or Microsoft SQL
Server 2005 SP3

26. CDH Project Server 2010 Architecture

27. You just might be a Project
CDH Manager
• If you're 6 months late on a milestone due
next week but really believe you can make
it, you just might be a project manager.
(Apologies to Jeff Foxworthy)

28. CDH Tips and Tricks  Collaboration
• Connect teams with SharePoint Sync

29. Tips and Tricks  SharePoint
CDH Admin Perspective
• Should I add Project Server to my
existing farm?
• Does PWA need to be in a separate
site collection or web application?
• Can I add pre-existing “Project Lite”
sites to PWA?

30. Tips and Tricks  SharePoint
CDH Admin Gotchas
• Don’t delete any columns in any
built-in lists in the Microsoft Project
site template
• Don’t make additional lists based on
Issues, Risks, or Deliverables
templates in the same project site.
• Don’t delete project sites the
“SharePoint way”.

31. CDH Tips and Tricks  Availability
• To identify availability of resources:
– Select Resources from PWA
– Select individual(s) by clicking in check box next to
name
– Select Resource Availability from Ribbon – will
display a graph of scheduled vs. available time
– Click on Include proposed bookings to view graph
with proposed work included

32. Tips and Tricks  Resource
CDH Assignments
• Assignments:
– Assignments should be made against normal tasks
and not summary tasks or milestones.
– Effort Driven Tasks:
• Assigning additional resources to an Effort Driven task
shortens the duration

33. CDH Tips and Tricks  Tasks
• Understand Task Type and its impact on
scheduling:
– Fixed Work – Locks the number of hours to be spent
on the task (Contracting for 40 hours of work)
– Fixed Units – Locks percentage of resource
availability to spend on the individual task (A person
can only spend 50% of their time on a task)
– Fixed Duration – Locks in the length of time to spend
on the task (The meeting lasts 3 days)

34. CDH Tips and Tricks  Reporting
• Microsoft Project Server
– Views
– Dashboards
• Microsoft Project
– Visual reports
– Reports
• Use of Excel
– Pivot charts and tables

35. Tips and Tricks  Portfolio
CDH Review
• Business drivers
• Prioritization
• Analysis

36. CDH Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
p: (248) 546-1800 p: (616) 776-1600
www.cdh.com