Summer 2012 Project server guide for Kathy Schwalbe · Web viewProject Server 2010 is built on SharePoint Server 2010 and is fully integrated to the SharePoint database. From the

Free Guide to Microsoft Project Server 2010

August 2012

1. IntroductionThese instructions should help instructors and students who plan to use the enterprise project management capabilities of Microsoft Project Server 2010 in a classroom environment. They were written by Paul J. Pennington, Teacher of Technology Project Management and Technology Consulting, The Bauer School of Business, University of Houston, and edited a bit by Kathy Schwalbe. If you have technical questions, please contact Paul at [email protected]. You can use this guide for free for educational purposes. If you improve upon it, please share it with us!

Microsoft Project Server 2010 is a powerful extension to Project Standard and Professional, as described in detail in Appendix A of both of Kathy Schwalbe’s texts (Information Technology Project Management and An Introduction to Project Management). Using the Project Server 2010 version allows students to experience an enterprise class communication and planning platform and be far more prepared to entire the workforce with this knowledge.

Many students ask a basic question:

Why should we use the Project Server 2010 versus just Project Professional for the classroom?

Answers to this question are varied, but should include the following. Project Server 2010 provides:

A real-time project portfolio view of all projects from all student teams, facilitating remote help and training sessions by the instructor

Multiple project communication and collaboration for each team via SharePoint Services 2010 Management of an enterprise resource pool across multiple projects for each team Vastly improved project organization, team guidance, and communication via the My Work

section of Project Web App (PWA) Multiple types of security profiles to work or view the project details, including the project

managers, the client managers, developers, stakeholders, and instructors Minimal software footprint for the students, the support staff and the clients Mobile access to your individual project tasks and documents via a mobile web browser (Internet

Explorer version 8 or higher is required after the base project is built)

2. Getting Started with Project Server 2010When planning your usage of Project Server 2010 as an educator, there are a number of ways you can start your Project Server instance, these alternatives include (from highest initial up front cost to lowest):

A dedicated Project Server with a dedicated SharePoint Server A single server, virtualized and running both Project Server and SharePoint services A cloud based solution, where you are paying for access per user per month

Copyright 2013 Kathy Schwalbe LLC1

Project Server 2010 is built on SharePoint Server 2010 and is fully integrated to the SharePoint database. From the student support perspective, the Project Server is used to manage the project timeline, processes, timesheet and tasks. SharePoint services are the communication back end and document repository for the individual projects. SharePoint is also directly linked to the Project Server, with task, risk and issue management in a central group collaboration platform.

A dedicated environment is recommended for a student class size larger than 50 students. This type of installation involves the usage of two individual servers, one for the Project Server with SharePoint services, and a second server to support the Exchange Messaging Services. A virtualized server is recommended for a class size of between 10 and 50 students, allowing the hardware costs savings, but still allowing for a robust student experience.

Following are the hardware and software licensing requirements for the first two types of installations.

Project Server 2010 hardware and software requirements for usage

Depending on the number of projects you expect, and the size of each project, your hardware needs will vary, and are detailed by Microsoft at their planning architecture site:

http://technet.microsoft.com/en-us/library/hh297440

Microsoft licensing requirements for a dedicated or virtualized environment are found at:

http://www.microsoft.com/licensing/

An alternative to purchasing dedicated hardware for your class’s Project Server environment is the monthly leasing of the software via Software as a Service (SAS). This is usually accomplished via an agreement with a cloud services provider, described below.

Cloud based access

Cloud based providers include:

http://www.phase2.com/project_overview.aspx

http://www.apps4rent.com/microsoft-project-server-hosting.html

http://www.bemopro.com/

http://www.qpmusa.com/EPM-Hosting-Services-In-the-Cloud.html

The monthly costs for cloud services in summer 2012 were continuing to decline, and were between $25 and $70 USD/month. Services can usually be ordered and configured by the hosting company within a week.

For all installations above, plan on an additional fifteen to twenty five hours of additional setup time to configure the users, workspace, templates and security for student usage.


http://www.qpmusa.com/EPM-Hosting-Services-In-the-Cloud.html

http://www.bemopro.com/

http://www.apps4rent.com/microsoft-project-server-hosting.html%20

http://www.phase2.com/project_overview.aspx

http://www.microsoft.com/licensing/

http://technet.microsoft.com/en-us/library/hh297440

3. Introduction to Project Web AppProject Web App (PWA) is one part of an end-to-end enterprise project management solution. This solution includes a client program, Project Professional, and a server, Project Server. PWA is part of Project Server. Prior to using PWA, the server must be initialized, and the students must all be given security rights and accounts to use the project web portal. PWA is a robust Web application that is used to do everything from analyzing portfolios and managing demands to entering time in a timesheet and updating task status.

Browser support for Project Web App

Client browser support for Project Server 2010 varies by the Service Pack (SP) level installed, and is provided at this site:

http://technet.microsoft.com/en-us/library/ff631137.aspx

Windows clients

As August 2012, Internet Explorer, Firefox, and Google Chrome were supported to view the My Work section, but for a rich experience, including the functionality included in this guide, Internet Explorer 8.0 or higher is strongly recommended.

Macintosh clients

Two solutions are available for Macintosh clients to enable them to utilize PWA on Project Server 2010. Either technique has been proved to be a very good substitute for using a Windows-based operating system. Following are the recommended solutions students at the University of Houston have used successfully to access the university Project Servers:

Remote terminal server client for Macintosh: http://www.microsoft.com/mac/remote-desktop-client Windows virtualized desktop within the Macintosh using VMWARE fusion:

http://www.vmware.com/products/fusion/overview.html

Either product has comparable performance versus the Windows-based client.

Mobile clients

With the release of Project Server 2010, web-enabled mobile clients can be used to access parts of the Project Server information. Project Server gives users the capabilities to view a considerable amount of project information remotely, including tasks, SharePoint sites, and shared documents for the project. The mobile client allows users a basic interface to the documentation and issues, tasks, and discussions within their project site, as shown in Figure 1. This interface will allow clients to view documents, messages, issues and a variety of items on the associated Project Site built on SharePoint. The mobile interface is customizable for a specific user or group within the SharePoint services.


http://www.vmware.com/products/fusion/overview.html

http://www.microsoft.com/mac/remote-desktop-client

http://technet.microsoft.com/en-us/library/ff631137.aspx

Figure 1. PWA mobile interface

Project-oriented class setup and timing

The life cycle for semester-long projects at the University of Houston includes internal and external tasks, as shown in Figure 2. Note that many team projects are paid engagements with real clients. At the start of the semester, projects are selected and awarded or assigned to student teams. Each student team works with the project client and instructor to set and report on milestones each month. The team utilizes their resources, tracks their time, and invoices the client each month.


Project award (Start of the semester)

Milestones set and reported (Monthly)

Resources utilizedTime billing

delivered (Monthly)

Invoice to client(monthly)

Figure 2. Project life cycle at the University of Houston

The project team and delivery structure within the Project Server follows the criteria shown in Figure 3 for the Project Consulting class at the University of Houston. Notice that each individual team has categories for managed milestones, billing hours, resource usage, and project completion payments.

Figure 3. Project Server criteria

4. PWA Home Screen and Initial Focus AreasThe Project Web App is a robust client that allows students to manage their projects, teams, timesheets, and tasks, and allows for interaction with the Project Site associated with the specific project via SharePoint services. It is important to note that each of these topics will be covered from the student perspective in this guide, but it is by no means a complete set of features for this product. The purpose of this guide is to give an overview of the most heavily used features within PWA and to provide tips to help instructors and students in faster adoption of those features for their project teams.

An example PWA home screen showing the instructor’s view is provided in Figure 4. The individual features of the PWA are listed on the left bar, with the project list immediately to the right. This project list includes all of the projects currently active, along with a summary list of the current project status and completion level. Note that the PWA home screen changes with the student view, as it includes only the project(s) that the student has security permissions to view. Further, the PWA bar on the left has feature elements that can be turned on or off by the instructor for all or some students if the elements will not be used within the course.


Project Consulting Class

Individual Teams

Managed milestones

Billing hours

Resource usage

Project completion payment(s)

Individual Teams

Managed Milestones

Billing Hours

Resource Usage

Project Completion payments

Dan, 08/01/12,

Paul, I think we need some steps for instructors to follow to set up the accounts, don’t you think?

Figure 4. Instructor view of PWA home screen

The areas found to be of most use for students include the following:

Project Center Approval Center My Work

o Taskso Timesheetso Issues and Risks

Resources Center

The PWA initial home screen is located by default at the following address:

http://yourservername/PWA

As noted earlier, the complete functionality of this page and the graphics displayed within the project page are best viewed with Internet Explorer version 8.0 or above.

5. Configuring Project Professional with Project Server

Microsoft Project Professional 2010 can be utilized to start, modify, and enhance a project that is stored on the Project Server. The Project Professional 2010 software must be configured to allow access to the projects on the Project Server, to the enterprise resources pool, and to the timesheet and tasks interactions that are used to coordinate the team. This interaction is usually a major stumbling block for students, as without the integration, the students capabilities will be limited to editing within the PWA, and some important functionality available only within Project Professional will be missing from the experience.

Setup for this integration should take less than 15 minutes, and this setup is recommended to be an in-class exercise, as the students can immediately verify that their Project Professional license is up and functioning correctly with the server.


http://yourservername/PWA


To access the configuration utility, each student must:

1. Access account properties. Open Project Professional 2010, click File, Info, Manage Accounts, and then click Add, as shown in Figure 5.

Figure 5. Adding account properties

2. Enter account information. Type in the Account Name for the Project Server, and the Project Server URL as given by your instructor. Click OK twice, and the information screen will show that you successfully connected to the Project Server under the Project Server accounts button. It will also provide you with the location to the PWA.

3. Restart Project Professional. You must restart Project Professional to enable this link for first time usage. At that point, you can close the application, and access the Project professional editing via PWA.

4. Open PWA. Paul, please add steps for how you do this and describe the screen below. Alternatively, you can access the Project by accessing through the file open command, and then finding the server and the project through the Project Pro interface. Most students find it much easier to access and edit the project via the PWA versus navigating the directories of the server through Project Pro.

Figure 6. PWA home screen


6. Your First Enterprise Project – Starting or Publishing to the Project Server

The Project Server has multiple paths to start and save a project. The three most common are to start the project with the PWA, to publish and save to a Project Server within the Project Professional interface, and to start and save/publish within the PWA interface itself.

1. Start a project within PWA. From the PWA, select New, and then Project Professional to choose it as the application for editing the project, as shown in Figure 7. Paul, add another sentence or two describing how to name and save a new project. This approach allows you to create, save and publish the project without having to worry about the original location for the saved file or location of the enterprise resources, as these will be handled by the PWA interface.

Figure 7. Using PWA to start a new project

2. Start a project within Project Professional. The second technique involves the creation of the first draft project within Project Pro. It is recommended that you link the Project Pro to a Project Server prior to creation, to ensure that the link to the sever repository is working. Details on how to complete this link are given previously in this appendix. Alternatively, if you want to utilize an existing project already developed in project pro, then once the link to the Project Server is made (details for establishing this link are described above) then the project can be published to the PWA directory simply by clicking save and publish on the Project Pro interface under file->Save to save the file to the Project Server. When publishing the file, click File->Publish; this allows all of the changes you have made to the tasks, assignments and scheduling to be communicated to the entire team involved with the project.

3. Start and edit a project within PWA. This is the last set of choices within the PWA, and may involve the usage of enterprise templates loaded by the server administrator. An example of the default templates includes projects such as database creation, web site creation and Search Engine optimization projects. The advantage of this type of creation is that no Project Professional is needed for creation, and the user can setup the permissions and the resource pool within the same interface. Limitations to the PWA for detailed editing lead to the user creating the project within PWA, and eventually modifying the detail within Project Pro.

Process Flow between Project Pro and Project Server – Publish and Save

The Enterprise Project Server allows for a project life cycle for data communication. This life cycle includes five steps, and includes:

1. Project start: Project manager publishes the plan to the Project Server database 2. Initial assignment: Project Server notifies resources of their new task assignments 3. Team update: Team members update their progress on the project


4. Project review: Project manager receives and reviews team member task updates 5. Adjustment and re-publish: Project manager publishes the latest project schedule

The Project Server allows you to save revisions to your plan and associated documents, this is important to ensure that you do not lose data between changes, and allows you to go back to a previously saved version in the event that you don’t like your current changes. The Publish function allows you to broadcast your project changes to all users that are included as a project resource. The publish feature sends task, timeline and assignment updates to the user, so that each of the project resources can remain up to date with their individual assignments. When closing a project, the user is given the option to save and check in the project, but the option to publish should be chosen prior to closing if you would like to advise the entire project team of the changes to the tasks, timeline and schedule.


Building your team and managing security from the Enterprise resource pool

The enterprise resource pool is a very important part of the Project Enterprise server, as it allows you to build a project that commits resources that might otherwise be committed to other project(s) within the server, and allows for improved communications with those resources. After you have started a project, the choice to Build Team will be available from the project ribbon.

The enterprise resource pool will be built from the set of users that are capable of logging in to the server and have rights to utilize the Project Server resources. Note there is the unselected side (left) and the selected side (right) as the user is selected; they are a resource for this project.

Once a user is designated and moved as a resource to the right side, then they can be classified as a resource on each of the tasks to which they are assigned within that project.

Can you see me? Giving permissions to your team mates, recommendations for assignments

To allow each individual team mate of a group of individuals to view/edit/save a project that you have created, they must have the appropriate security level, or permissions. Project permissions are found under the Project Ribbon, and should be accessed after the resource pool for the project is defined.


For a new project, select project permissions, and then New, and a screen similar to the following will appear, with all of the resources able to currently access the Project Server.

The permissions page allows you to assign individual permissions to each member of the team, along with group permissions as applicable. Utilizing this screen, these permissions apply to this single project only. Permissions can vary from full rights (A project manager) to an editor, (no publishing rights (possibly a developer) to View only (possibly for an external client for the project that is only allowed to see summary or detailed status). In a classroom situation, we use these three levels of rights to help


associate changes and communication capabilities to a specific type of user, controlling access and unnecessary communication.

Assigning tasks from the enterprise resource pool

When utilizing the enterprise resource tool, the resources already assigned to the project will be selectable from the drop down list within either PWA or Project Pro. Within PWA and Project Pro, the resource choice looks similar to the following:


The Project Server library: Check in Check out

The Project Server acts much like a library with the project that you have created. When a user chooses a project to edit (within PWA or Project Pro) the server will verify that the project is not being edited by another of the users with permissions to the project. If there is no one editing, then the Project Server checks out the project to the user for sole editing rights, and displays a notification within PWA as displayed below:

Once checked out, teammates trying to access the project at the same time will be able to access in read only mode only in either PWA or Project Pro. When the project is saved and closed, the following message will appear in the PWA:

At this point, the user can choose the Yes button and the project will close and then be editable by any of the users with appropriate permissions.


The choices and screen are slightly different upon exiting Project Pro, as you will be given the following choices:

Once the changes are accepted, then the project needs to be published inside PWA if it has not been published prior to saving in Project Pro.

Forced check-in

If a project was not checked in prior to closing the PWA or Project Pro, it will be in a checked out mode, and other users will be able to only access on a read-only basis. At this point, a member of the project team has the option to force a check in; the check in function is available from the main project page as exemplified below:

Once Check in My Projects is chosen, the user then has a view that displays all projects that they are associated with and have permission and are checked out, and the user they are checked out to. To check the project back in, simply select it from the list, and then force the check in. NOTE: If a user has the project checked out and is editing it at the time of a forced check in, all previously unsaved changes will be lost, a potentially dangerous choice if the team members do not communicate!


Let me know when you have changed the project – setting Alerts

The Project Server has the capability to send alerts to any teammates interested in immediate notification when parameters for their projects have changed. Further, it can be utilized to manage the alerts for your designated resources, to setup automated reminders on tasks that are due or are slipping. To access this functionality and setup personalized alerts, following this procedure: from the home PWA screen, choose the Personal settings->Manage my alerts and reminders. A screen similar to the following will appear:


Manage my Alerts screen:

Note that these user centric alerts are for a myriad of items, including Tasks (new and existing) frequency of alert, and Status reports.

To manage your resources alerts for them, simply access the first screen and choose manage my resources alerts and reminders. This setup will allow for improved communication throughout the team, and can help insure against task slippage on complex projects.

Read Only Permissions: Allowing your clients to view a project on a read only basis

Since PWA is a web based application, it is fairly simple to allow external clients to the school to view the project progress and project site from an external location via the use of Internet Explorer. The first step is to set the client up as a guest on the server with minimal server permissions. Once this is completed, setup and distribute the password to the client, and send the web address for the PWA Home page for your server. Finally, go to the permissions section for that project, and add them as a read only resource. At that point, they can setup alerts and view progress to the project on a real time basis.

If you did not document your work, it never happened: Time and project management through the Timesheet and Approval sections


Approval section

The Approval section within PWA allows for a powerful check and balances system of communication between the project manager and the team members. The Approval section contains functionality that includes the approval of task and timeline updates, and allows all team members to interact with the project progress on a regular basis. Within a team environment, we defined a strict working structure that is one that we have used quite successfully. The team consists of the following members with the following roles:

Project manager – This team member is responsible for building and maintaining the project plan, setting resources and monitoring activities. They update all elements of the plan, and ensure that approvals for tasks and timesheets flow on a timely basis from the other members of the team. Management of communication and the project expectations are the primary focus.

Client manager – This team member is responsible for all communication with the client, including document approval, discussion and monitoring of milestones, and review and modification of scope. They update the Project Server with changes in tasks, monitoring quality and closure of project elements, task and hourly budget is the primary focus.

Developer(s) - This team member’s primary responsibility is execution of project tasks; they update the Project Server with task status, timesheet reports, documenting issues and risks.


Documentation of tasks:

Once the Project manager sets up the project, and assigns Enterprise resources to the project from the enterprise resource pool, the individual designates for each task will see these tasks within the My Work section under Tasks. The view will be similar to the following:

The Tasks view under My Work

Each individual user can then add specific task updates to the plan; including hours worked on each task assigned, and this user will get an overview of current, near future and future tasks. Once each of the tasks are updated with the time spent during that period, the user can either select update all tasks or the selected tasks to the Project manager under the tasks ribbon, send status button . After this set of tasks is updated, the tasks will be sent to the project owner for update approval.


Digging in to your task assignments with My Work section of PWA

A significant part of any project is the calculation of resource costs within a project. This task is simplified by the usage of individual timesheets for a single point of student entry to all projects they may be involved with at a particular time. This screen, under the My Work section -> Timesheet appears as the following:

Note the planned and actual rows next to each of the tasks assigned to this resource. Once this status or entire timesheet is sent to the project owner, the project owner can accept (Approve) or reject (request re-work) for that task All approved timesheets and task updates are automatically synched with the associated project.


Approval of tasks and timesheets:

The approval center has two sections, one for timesheets and one for tasks. When choosing the Approval center the project manager will see a screen similar to the one below:

Status updates within the Approval center

The Status and timesheet updates can be approved individually or entirely by checking some or all of the tasks and clicking approve under the approvals ribbon. Once the status and timesheet updates are approved by the project plan owner in the Approval center the approvals are synched through publishing, and the task work updates will then be sent directly to the project plan.

The right view can change your entire project outlook: recommended views and how to alter them for your PWA experience

A view within PWA allows the project manager to display specific columns within a project, and the setup of the view can be customized to accommodate the display of elements particular to a user or to a specific project. The view within PWA can be changed from the task ribbon once a project is opened.


In the case above, the default view being used is the Task Summary view, and this displays the columns for ID, Mode of scheduling, Task Name, Duration, start, end and Resource. The View choices will include all of the default project views, along with any that the user has custom created.

Altering views: Customizing the experience for the user and manager

Altering views to customize them to specific needs is performed by accessing the view customization capabilities of the PWA under the project center via server settings->Look and Feel->manage views. Once you are in the View builder, select New, name the view, select a base template of starting fields, and select the appropriate additional fields to include in the view, as exemplified below.


It is important that once a view is defined that the user also defines the users and groups that can utilize the view, and this is completed within the Security Categories section prior to saving the view.

View Choices in the project center

Views can also be customized for the Project center, allowing the project manager to manage the projects from a summary dashboard, or an instructor to manage all projects with a single view that may include items such as earned value, cost, percentage complete, etc. An example of the Project center view used in our course with the tracking view applied is below:

This tracking view helps the instructor or project manager look at the project set to determine finish and start dates, along with potential project issues with the entire project portfolio.


Mobility: Accessing your project data from a mobile application

The location of the mobile web site will use the same security as previously setup by the server administrator. The location for the mobile front end is located under project site settings, as exemplified in the following screen:

The mobile location can be found via the following URL: http://ServerName/PWA?mobile=1

The mobile view will look similar to this:


http://ServerName/PWA?mobile=1

This view can be used to access the project site and the documents that are associated with that teammates projects.

Improving the organization of the project: Organizing the project through SharePoint Services – direct link to Project Server and the document repository

It is strongly recommended that all participants in the project use the project site to improve communication throughout the project team, as well as perform the following basic functions:

Team Discussion board Documentation of Issues Documentation of Risks Project related documentation storage, such as Statement of Work, Project Charter and Business

case

Note that this communication platform is for the exclusive usage and display to the team members of the project, and is secure from other non-members. We have used this feature to allow a permanent repository for lessons learned and project specific documents that might aid a team in the following semester if they also pick up the project and client.

To enter the project site, simply select a project from the Project center and choose Project site under the Projects ribbon.

The storage of these items on the Project Server gives both a centralized, permanent repository for the items that are project related. The base project site has the following will appear as follows:


This site can be easily customized for look and feel by the student with either SharePoint designer, or InfoPath. We have found that a number of students spend considerable time organizing documents, approvals and project related scope on this site, so that the team is more efficient with the documents and the understanding of the project.

Overall, the Microsoft Enterprise Project Server 2010 is a very powerful tool that allows enhanced group communication, facilitates a full class view of projects, and allows the students to view multiple projects, much like a Project management Office (PMO). Though the initial challenges of setting up a server are considerable, the overall group and class benefits to the projects and the inter-group communication are large. Further, the ability to access, edit and publish a project from a remote location without Project Professional installed also allow for greater flexibility for the student population. Below I have compiled a list of frequently asked questions with video links to help students with some of the initial challenges of understanding this powerful product.


Enterprise Project Server: Frequently asked questions:

Since we began utilizing Project Server, we have a number of students asking questions on its use and implementation, with this in mind, we compiled a variety of web links that wake them through the most frequently asked questions. We will continue to update these links on the live web site on a regular basis as new material is developed.

1. How do I login to the Project Server using project professional?

http://www.youtube.com/watch?v=8orvNaHrTY8

2. How do I start a new project plan?

http://www.youtube.com/watch?v=AFrfb57Z4ls

3. How do I see a combination view of my project (for PM’s)?

http://www.youtube.com/watch?v=e9owh-cAa48

4. How do I create a project plan?

http://office.microsoft.com/en-us/project-help/create-a-project-plan-in-5-easy-steps-HA001136153.aspx

5. How do I add a task to the project?

http://office.microsoft.com/en-us/project-help/create-and-insert-a-new-task-single-or-recurring-HA010113083.aspx

6. How do I add a resource to the project?

http://office.microsoft.com/en-us/project-help/add-resources-to-your-project-HP045324556.aspx

7. How do I set a dependency?

http://office.microsoft.com/en-us/project-help/create-task-dependencies-links-within-your-project-HA010113067.aspx

8. How do I build a view?

http://blogs.msdn.com/b/project/archive/2011/01/04/project-2010-creating-new-views.aspx

PWA - http://office.microsoft.com/en-us/project-server-it/adding-project-views-HA001167052.aspx

9. How do I change the timescale in a view?

http://office.microsoft.com/en-us/project-help/change-the-timescale-in-a-view-HA010374601.aspx

10. How to create a task list?Copyright 2013 Kathy Schwalbe LLC

27



http://office.microsoft.com/en-us/project-server-it/adding-project-views-HA001167052.aspx

http://office.microsoft.com/en-us/project-server-it/adding-project-views-HA001167052.aspx

http://blogs.msdn.com/b/project/archive/2011/01/04/project-2010-creating-new-views.aspx



http://office.microsoft.com/en-us/project-help/add-resources-to-your-project-HP045324556.aspx





http://www.youtube.com/watch?v=e9owh-cAa48

http://www.youtube.com/watch?v=AFrfb57Z4ls

http://www.youtube.com/watch?v=8orvNaHrTY8

http://www.youtube.com/watch?v=B0I2ttz6MRc

11. How do I establish sub tasks within a project task group?

http://office.microsoft.com/en-us/project-help/outline-tasks-into-subtasks-and-summary-tasks-HA010115401.aspx

12. How do I track my time and task progress to a project task?

http://technet.microsoft.com/library/gg597652(office.14).aspx

13. How do I complete a timesheet for my time on a weekly basis?

http://technet.microsoft.com/en-us/library/hh694531.aspx

14. How to create a PWA site?

http://technet.microsoft.com/en-us/library/ee662105


http://technet.microsoft.com/en-us/library/ee662105

http://technet.microsoft.com/en-us/library/hh694531.aspx

http://technet.microsoft.com/library/gg597652(office.14).aspx



http://www.youtube.com/watch?v=B0I2ttz6MRc

Discussion Questions

1. What situations are best to use Project Server versus Project Pro?2. What methodology could be used to allow real time access to a client you would like to give read

only access, but also assign task responsibilities. What are the potential drawbacks to this approach?3. Should you manage your team’s alerts, or should they self-manage their alerts?4. In what cases would the mobile application for PWA be particularly useful?5. What are some potential drawbacks to allowing clients to have read only access to the Project Server?

What are some of the advantages?

Exercises

1. Assigning resources to your project:

From within the PWA interface, create a new project, and assign resources to the project and allow sufficient permissions to access the project on a Read/write basis. Verify with your group members that they can see the project, add tasks and change the timing of tasks. Ensure they can save and publish the modifications.

2. Alerts:

Setup a personal alert that reminds you two days prior to a task starting, and one that allows you to be alerted immediately when a task is inserted to the project.

3. Project Site:

Access the project site for your project; insert an issue and a discussion topic into each of the project site areas. Assign the issue to a group team mate with a deadline.

4. PWA:

After building your project in PWA, check out the project; modify a task to set it for automatic scheduling. What is the result? Change the view to Tasks Work – what do each of the columns in this view represent?

5. Views

Within the PWA, create a new customized view for your project that includes actual work, planned work, percentage complete and Resource, name this new view after your project name and save it for team usage.

6. Timesheets

Review all of the timesheet tasks that are due for the coming week, complete two of the tasks and enter the actual time for the tasks, sending the status update to the project manager. What was the result of the status update and subsequent approval?



Documents

Summer 2012 Project server guide for Kathy Schwalbe · Web viewProject Server 2010 is built on SharePoint Server 2010 and is fully integrated to the SharePoint database. From the