Project Server 2010-Demand Management Webinar

1. Microsoft Project Server 2010
“Demand Management Overview”
Leon Gallegos, MCITP/MCT
Senior EPM Evangelist
MS Project Pros

2. Agenda
 Project 2010 Improvement Areas
 Unified Project and Portfolio Management
 Overview of Demand Management
 Demand Management in Action
 Questions
 Next Steps

3. Project 2010 Improvement Areas
• New User Interface
• User Controlled Scheduling
• Web-Based Project Editing
•Common user experience across
PPM lifecycle
•Improved Demand Management
•Better Reporting and BI
• MS Exchange and TFS Integration
• 64-Bit Compatibility
• No ActiveX Dependency
• Integration with SharePoint
2010
• Workgroup Collaboration
• Enhanced Time/Status Tracking

4. Bottom Up Project
Management
Top Down Portfolio
Management
Unified Project and Portfolio Management
Demand
Management
Business Case
Definition
Portfolio
Reporting
Capacity
Planning
Portfolio
Optimization
Portfolio
Prioritization
CREATE SELECT PLAN MANAGE
Resource
Management
Project
Scheduling
Issue and Risk
Management
Team
Collaboration
Project & Time
Reporting
UNIFIED

5. Capturing all Work
5
5
Business
Group C
Workflow
Business Group A
Workflow
Business
Group B
Workflow
Strategic Impact
Assessment
CAPTURE CONTROL BUILD

6. What is Demand Management?
 Allows the ability to capture all “demand” (i.e. work
proposals) in one single place
 Provides decision making opportunities on which
proposals to approve and then track their progress
 Demand Management in Project Server 2010 can be
simple or complex
 Simple projects may not need approvals or workflow
 More complex projects may involve multi-stage
approvals and workflow

7. EPM Solution-Project Lifecycle (Sample)
Select Plan ManageCreate
Demand
Management
Portfolio
Selection
Work
Planning
Collaboration
&
Reporting
Enterprise Project Management

8. User Experience
 Simple to User
 Information collected
in stages
 Split into convenient
sections
 Similar to SharePoint
 Proposals without
Schedules
 Powerful and
Flexible
 Central location to
enter various types
of work
 Support for
templates
 Track initiatives from
start to finish
 Align demand with
strategy

9. Demand Management Terms
EPT
Enterprise Project Types
•Created in the Project Center by PM
•Governs project and proposal lifecycle
•Most often aligned with Departments
PDP
Project Detailed Page
•Represented as a single web part page in PWA
•Used to drive the project lifecycle
Workflow
Phases, Stages, Approvals
•Supports the notion of multi-stage lifecycles with approvals
•Provides Stages within Phases which are then connected to form complete
project lifecycles via workflows

10. Lets See a Demonstration

11. Steps to Implement
1. Define the Lifecycle

12. Steps to Implement
2. Define the Workflow
CREATE SELECT PLAN MANAGE Close

13. Steps to Implement
 Custom Fields (Project/Task/Resources)
 Phases
 Stages
 Project Details Pages
 Enterprise Project Types
 Optional
 Project Plan Templates
 Project Site Templates
3. Create Objects

14. Phased Approach (4 Levels)
 Level One:
 Project and Resource Consolidation
(all departmental projects being
represented)
 Project Management Framework
Defined
 Level Two:
 Project and Resource Consolidation
(Multi departmental projects being
represented)
 Task Sheet Management (Single
Department)
 Portfolio Management
(Departmental)
 Demand Management (Pilot)
 Level Three:
 Project and Resource Consolidation (Multi
departmental projects being represented)
 Task Sheet Management (Multi
Department)
 Timesheet Management (Single
Department)
 Portfolio Management (Multi-
Departmental)
 Demand Management (Departmental)
 Level Four:
 Project and Resource Consolidation (Multi
departmental projects being represented)
 Task Sheet Management (Multi
Department)
 Timesheet Management (Multi
Department)
 Portfolio Management (Multi
Departmental/Enterprise)
 Demand Management (Multi-
Departmental)
 Time & Task sheet – LOB Integration
 Rinse and Repeat Globally
Enterprise Project
Management Maturity Model

15. In closing

16. Next Steps
 Look at Demos and Labs from our website
(www.msprojectpros.com)
 Setup a Proof of Concept environment for a Pilot Group
(One –Hour free consultation)
 Setup a One-on-One Demo for your team
 lg@msprojectpros.com
 972-200-7423 (Direct Line)
 Register on our website to get access to “Members Only” area