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After attending this session you will understand the different tools for Project Management offered with SharePoint and Project Server, including the advantages / disadvantages of each method. In addition you will also takeaway: A high level understanding of how SharePoint / Project Server work together The benefits of enterprise project management Project management maturity expectations as solutions become more complex
Citation preview
Project Site to Project ManagementTransitioning from SharePoint to Project Server for Enterprise Project ManagementGiles HamsonSenior SharePoint / Project Server ArchitectCorporate Project Solutions
After attending this session you will understand the different tools for Project Management offered with SharePoint and Project Server, including the advantages / disadvantages of each method.
In addition you will also takeaway: A high level understanding of how SharePoint / Project Server work
together The benefits of enterprise project management Project management maturity expectations as solutions become
more complex
Session Objectives
PresenterGiles Hamson – Senior SharePoint / Project Server Architect
Implementing SharePoint solutions since 2004
Integrating Project Server with SharePoint since 2008
Social & Community
www.spandps.com
What’s Project Server / Project Online Understanding Project Maturity Supporting Tools Transition – Simple to Complex Demo Decisions – Where to start? Conclusion
Agenda
What is Project Server / Online?
A Brief History
Windows ServerWindows
MS-DOS
1991 – Project for Windows1992 – Project 3.01993 – Project 4.01995 – Project 4.1a1998 – Project 98 (9.0)2000 – Project 2000 (10.0)2002 – Project 2002 (11.0)2003 – Project 2003 (12.0)2007 – Project 2007 (13.0)2010 – Project 2010 (14.0)2012 – Project 2013 (15.0)
1984 – Project 1.01985 – Project 2.01986 – Project 3.01986 – Project 4.0
Mac
1991 – Project1993 – Project 4.0
2000 – Project Central2002 – Project Server 2002 (STS 1.0)2003 – Project Server 2003 (WSS 2.0)2007 – Project Server 2007 (WSS 3.0)2010 – Project Server 2010 (SPS 2010)2012 – Project Server 2013 (SPS 2013)2013 – Project Online (Office 365)
Understanding Project Maturity
Project Maturity Evolution Projects, Programmes and Portfolios (P3M). Simple to Complex
Simple (Project) Complex (Portfolio)
Project Manager May / may not be a
resource also
Task lists Paper Excel / Project
RAID Logs Risks, Actions,
Issues, Deliverables
Portfolio Management
Project / Programme selection based upon strategic objectives
Financial cross charging
linking project cost
Multiple Resource Rates
Based on scenario
Evolving (Programme)
Multiple Projects Dedicated Project
Managers
Centralised Resourcing
Resource Rates
Programme Management
Multiple Stakeholders
Reporting
Supporting Tools
Supporting ToolsProjects, Programmes and Portfolios (P3M). Simple to Complex
Simple (Project) Complex (Portfolio)
Environment Microsoft Project SharePoint
Foundation Office 365
SharePoint Online
SharePoint Lists Risks Actions Issues Deliverables
Environment Microsoft Project Project Server Office 365
Project Online
Demand Management Portfolio prioritisation
Financial cross charging UMT Project Essentials
Project Server only
Multiple Resource Rates 5 cost rates per
resource
Evolving (Programme)
Environment Microsoft Project Project Server Office 365
Project Online
Centralised Resourcing Enterprise Resource
Pool
Reporting Roll up by project or
programme via: PS: Reporting DB,
REST Project Online: REST SP: List rollup (CQWP)
Transition – Simple to ComplexAllowing your environment to grow as the organization does.
SharePoint Project Server
Project can only be seen within SharePoint
Create Project Site Use Project with Task
List Use Project Site for
Risks, Actions, Issues, Deliverables, Documents etc…
Projects fully inside Project Server
Convert “visibility” to enterprise mode
Draft / Publish capability
Central Resource Pool Demand
Management
SharePoint vs. Project Server permission model
Visibility Mode
Projects still in SharePoint but visible to Project Server
Convert Project to “visibility” mode via Project
View all projects along side each other within Project Server
Project publishes on save
Report on Project Data
Demo
The following is a video of the live demonstration from SharePoint Saturday UK on the 8th December 2012 in Nottingham.
Please note that no sound is available, but it runs through the steps from Simple to Complex in terms of the toolset available in SharePoint / Project Server 2013.
You Tube: HD: http://youtu.be/w0F4R5CN6MQ?hd=1 SD: http://youtu.be/w0F4R5CN6MQ
Demo Video
Feature ComparisonFeatures SharePoint SP Details Visibility Vis. Details Enterprise Ent. DetailsTask list in SharePoint Site Read / Write Read / Write Read OnlyTimeline Web Part (SP Site) Read / Write Read / Write Read OnlyDeliverable, Risk, Issue Lists Use custom lists Available AvailableReporting (SQL) Not Available Available AvailableReporting (Cube) Not Available Available AvailableDraft and Publish Plans Not Available Publish only AvailableTask list in Project Web App Not Available Not Available AvailableSchedule Web Part (Gantt) Not Available Not Available AvailableTasks visible in Schedule Web Part (Gantt) Not Available Not Available AvailableServer side Project edits (PWA or Code) Not Available Not Available AvailableTasks / Timesheets Not Available Not Available AvailableSingle Entry Mode (Task / Timesheet updates) Not Available Not Available AvailableStatusing Not Available Not Available AvailableDemand Management Not Available Not Available AvailableDelegation Not Available Not Available Available
Decisions – Where to Start? Understand Project Management
maturity within your organisation Different departments maybe at
different levels SharePoint / Project Server can
support all levels at once
Determine On-Premise or Online Depends on how complex you want
to be
Don’t run before you can walk Ensure you are getting the full
benefits of each stage before moving forward. You will need everything you have built so far to move on.
Further Reading
Sign up for the Project Online preview: http://www.microsoft.com/project/en-u
s/preview/
Project Server H/W & S/W requirements:
http://technet.microsoft.com/en-us/library/ee683978(v=office.15).aspx
Project Server Capacity Planning: http://technet.microsoft.com/en-us/libr
ary/ff646967(v=office.15).aspx
Visibility vs. Enterprise Projects http://technet.microsoft.com/en-us/libr
ary/ff631142.aspx#section10
SharePoint vs. Project Server permissions
http://technet.microsoft.com/en-us/library/fp161361(v=office.15).aspx
ContactGiles Hamson ([email protected])
Web: http://www.cps.co.uk Blog: http://www.spandps.com LinkedIn: http://uk.linkedin.com/in/ghamson
Questions?
Project Server | SharePoint | Office 365 | P3M Consulting | Recruitment+44 1628 895 600 | [email protected]
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