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Anaheim, CA | February 2-5, 2014
Nelson Diaz, PMPSr. Staff Systems Analyst/Program ManagerQualcomm, Inc.
MS Project Server at Qualcomm: Lessons Learned and Many TricksGOBI - http://youtu.be/DZvAcWKyg_sConnected Home - http://youtu.be/F1cKCgJ56r0
PC316
About the Speaker• Project/Program Manager
for 18 years• PMP certified for 10 years• Public and Private Sector
experience• Areas of expertise• IT• Finance• Program Management• Business Management
• MS Project user forever
• MS Project Server since 2003 version
• Other PPM solutions• AtTask• CA• Primavera• PlanView• Others
• Currently – Past 4 years• Leading a team that supports and deploys
MS Project Server across Qualcomm, Inc.• Provide PM best practices• Support other Project/Program Management
tools
About QualcommFrom its beginnings in 1985, Qualcomm has grown from seven individuals meeting in a den to a world-leading provider of wireless technology and services. Qualcomm is a global company, a firm with many facets, with each business division changing the way we live and work through its own unique contributions. But no matter what each Qualcomm business does, all are united by a single, driving passion: to continue to deliver the world’s most innovative wireless solutions.
More on Qualcomm• Check out our YouTube channel• http://www.youtube.com/channel/UCH6eZr6vbZ6Bx53TyuSzxrg
• Ticker QCOM
• For more information visit:• http://qualcomm.com
A typical desktop PC
Understanding the Complexity
Many Teams with Different Processes• Engineering• Hardware Design• Modem• Software• Virtual Platform• And more….
• Corporate• IT• Building services• Finance• And more….
• Our team supports them all
Project Server @ Qualcomm• 10 Project Server instances in production• Over 3,000 users• SharePoint and Project Server are on the
same farm serving all of Qualcomm• SharePoint & Project Server 2010• Migrating to 2013 on
February 13, 2014• Stats• 1,900 projects• 323,000 tasks
Linking• We use
Matan MasterLink• Link between
projects and across instances
• Partnered with Matan and built the Bulk Relations tool• Allows us to link
hundreds of plans together with one click
• How it works
Parent ChildSoC Plan Rule SubPlan/s Rule
SoC Name
(Project Level Custom Field)
Project Level custom field MUST contain SoC Name
Task SoC Name
(Task Level Custom Field)
Task Level custom field MUST contain the same name as the SoC plan. You can have 1 task link to multiple SoC plans.
Functional Area
(Project Level Custom Field)
Functional Area equals “SoC”
Functional Area
(Project Level Custom Field)
Functional Area NOT equal to “SoC”, use any other field deemed appropriate
Report Milestone
(Task Level Custom Field)
At the Task Level, this Report Milestone MUST match the Report Milestone in the SubPlan you want to link to
Report Milestone
(Task Level Custom Field)
At the Task Level, this Report Milestone MUST match the Report Milestone in the SoC plan you want to link to
Design Element
(Task Level Custom Field)
At the Task Level, this Design Element MUST match the Design Element in the SubPlan you want to link to
Design Element
(Task Level Custom Field)
At the Task Level, this Design Element MUST match the Design Element in the SoC Plan you want to link to
Go/Projectserver• One stop for all things Project Server and
Project Management• Videos• FAQs• CU fixes• Discussion Board• More…
PWA OfferingsService Area Service Description Bronze Gold PlantinumMPS Environment MPS Instance with QC standard customizations
Custom MPS Environment Configuration 1.5 FTE effort/3 months Negotiated Custom Configuration
MPS Reporting Standard MPS QlikView Reports Custom MPS Reporting 2 additional weeks of custom report configuration Negotiated Custom Reporting
MPS Training Admin Community Administrative Training - 2 weeks Resource Training Project Manager Training - 2 hours w/video Tailored training for PMs Customized Training Plan
MPS Support FAQs Go/ProjectServer Notifications/testing of CUs and Patches (MPS) MPS Support Team (mps.support) 400 hours/year Negotiated additional MPS Support hours
Other MasterLink Weekly Snapshot
Qualcomm PWA Deployment ChecklistDid you add the Project Center Web Part to the PWA landing page?
Did you ensure that the "Close" button feature was enabled?
Did you rename the site collection to match the instance name (i.e. change PWA to EMS)?
Did you save all MPS web parts and modify them for use on other SharePoint sites?
Did you create an I ssues/ Enhancements list for this instance?
Did you create a minutes list (Team Discussion)?
Did you create a change log?
Did you create a Training/ FAQ page?
Did you add Supervisor, Location, and Employee Type custom resource fields to support the AD customization?
Did you add the custom fields related to the Estimated Start/ Finish customization?
Did you add all of the Exchange server accounts as users (this allows the Exchange integration to occur)?
Did you update the Prod POCs list?
Did you lock down Project Site creation to only use the default location?
Did you update the minimum Project Pro version?
Did you setup alerts per the requirements (email settings)?
Did you ensure that the Enterprise Project Types is setup correctly?
Have you changed the Sample Reports to Reports and placed a link in the Quick Launch?
Did you add the Snapshot table to the reporting db and have infra schedule the hourly job?
Did you ensure that our reporting IDs have the correct access to the dbs?
Did you ensure that the MasterLink config file was updated to include the new instance?
Did you update the Enterprise Global to include the MasterLink view?
Did you add a view to the Enterprise Global that contains ALL custom fields?
Did you ensure that all custom views and filters are prefaced with an "* "?
Ensure that versioning is turned on for ALL libraries and list in the new instance (especially Reports and Data connections).
Did you update the custom AD job to include the new instance?
Did you update the Enterprise Global Template to include Enterprise Macros?
Did you add the Report Milestone (task level) Enterprise Custom Field?
Did you add the Enterprise Custom Fields used to support MasterLink?
Did you create a web part page for MyTasks use without the Quicklaunch navigation?
Have you configured all Fiscal Periods for the new instance?
Have you configured all Enterprise Calendars for use with the new instance?
Have you removed all unused Enterprise Fields, including "Sample" fields?
Did you add the Project State field?
Did you add a calculated column for Supervisor ID?
Did you add Enterprise Custom Fields (project level) for Snapshot Hour and Snapshot Day?
Did you add the PM Notes (task level) Enterprise Custom Field?
Did you add the Enterprise Formula Field (task level) for Predecessor and Successor?
Did you ensure that the Daily Backup and AD Sync jobs do not collide with each other or other jobs on the server?
PWA Automation – PowerShell• Create your PWA instance• Set it up• Add any SharePoint content• Use this instance to create new instances• PS is powerful and helps to automate the
entire process• Documentation• View Code (quickly)
Tips• Put My Tasks web part on its own page,
hide nav• Report Milestone – task level custom field• Make access to macros easy,
mod MS Project ribbon• Copy Assignment fields macro• Custom AD Synch• Location, Supervisor, Employee Type• Run once a week
Tips (cont’d)• Project States• In construction – at the
beginning of a project• Active & Complete used for
reporting• Complete and Archive macro• Un-publishes all tasks so
resources no longer see task(s) in My Tasks
• Admin manually places Archived projects in “*Archive Projects” category
The Challenges of Baselines• A PM has to remember to
baseline• You only get 11• Solution; custom
SnapShot job• SQL process runs every hour• Copies Task Start, Finish, Deadline, and
% complete• PM gets to set the day of the week and
hour for each project• Only copies task with a “Report
Milestone” value
Slip Chart Example
Shared Instance• Available to anyone at Qualcomm• PMs must attend a 2 hour training class• Uses RBS for security• Help on every page• Project Site template complete with Project
Details• Scrum tools• Handling of Teams and Team assignments• Scrum views
• Generic Resources• Standard reports
PS 2013 – What we like• PWA• Support for most browsers and devices –
HTML 5• Grid performance on the web is drastically
improved• More functionality when modifying projects
via the PWA• Custom fields with formulas are updated
immediately • Fixed Work and Effort-Driven tasks are fully
functional• Ability to baseline via PWA
• Read Only is the default mode in the client
• Timeline• Now in SharePoint• Portfolio Timeline
PS 2013 – Prep for your migration• Use the October 2013 CU or the latest CU• Check in all objects, play it safe• Pages outside of PWA with 2010 WebParts
will have to be updated manually• Any custom ODC files will need to be updated• Multi-select views need to be restored• Run AD Sync after migration – Timer Jobs• Post Upgrade tasks• Permissions error if you have deleted default
views
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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
