This go-to-resource is a must-have for anyone using Project Server 2003!
Written by a widely recognized authority on project management, QuantumPM, this in-depth approach to planning and implementing Microsoft Office Project Server 2003 is derived from the team's technical and practical client experiences.
Microsoft Office Project Server 2003 Unleashed provides an in-depth look at Microsoft Office Project Server 2003 and the possibilities of this technology.Table of Contents
Introduction to Enterprise Project Management
Why We Wrote This Book
How This Book Is Organized
Part I-Enterprise Project Management Overview
Part II-Planning Your Enterprise Project Management Implementation
Part III-Implementing Microsoft Office Project Server 2003
Part IV-Validating the Microsoft Office Project Server 2003 Implementation
Part V-Using Microsoft Office Project Web Access 2003
Part VI-Using Microsoft Office Project Professional 2003 Enterprise Features
Part VII-Enterprise Project Management Integration with Microsoft Office Applications
Part VIII-Server Maintenance and Configuration Management
Part IX-Industry Configuration Examples
Part X-Customizing Microsoft Office Project Server 2003
Who Should Read This Book
Business Managers and Leaders
Project and Resource Managers
Project Server Administrators
Technologists and Implementers
Special Features of This Book
Terms Included in This Book
I. ENTERPRISE PROJECT MANAGEMENT OVERVIEW
1. Enterprise Project Management-The Philosophy
Defining Enterprise Project Management
Think Enterprise
Manage the Organizational Change
Emphasize Process over Technology
Align with the Six Pillars of EPM
Understanding the EPM Impacts on Your Organization
New Ways to Communicate
New Opportunities
Leadership Team Capabilities
Project Manager and Project Team Interaction
Focus on Project Management Skills
Set Realistic Expectations for Your EPM Implementation
Best Practices
2. Using Microsoft Office Project 2003 As an Enterprise Project Management Solution
Major Features of Microsoft Project Web Access 2003
Scheduling with Microsoft Project Professional
Reviewing Portfolio Schedules with Project Web Access
Centralized Storage of Project Schedule Data
Resource Management and the Enterprise Global Resource Pool
Centralized Storage of Risks, Issues, and Documents
The Project Workspace
Understanding the Features of Project Server 2003
Project Server Interfaces
Architecture Overview
Project Web Access
Microsoft Project Professional
Windows SharePoint Services
Overview of Project Server Configuration and Settings
Best Practices
3. Knowing Product Limits and Overcoming Them
Augmentation Areas of Microsoft Office Project Server 2003
Project Timesheets Versus Labor Timesheets
Resource Commitment Management Versus Usage Management
Budgeting and Forecasting Concepts
Strategic Portfolio Support
Methodology Support
Standardization Validation and Support
Interdependency Management (Vendor Management)
Lightweight Project Management Support
Governance and Project Initiation
An Overview of Third-Party Add-Ins
Custom Component Object Model Add-Ins
QuantumPM Schedule Auditor
Extending Project Web Access with Enterprise Project Knowledge Suite
ProSight Portfolios Bridge
Micro-Frame Program Manager
Risk+ for Risk Management
Microsoft-Provided Downloads
CMD to Manage Process Workflow
Overview of the Project Guide and Customization
Best Practices
II. PLANNING YOUR ENTERPRISE PROJECT MANAGEMENT IMPLEMENTATION
4. Planning the Organizational Processes
Planning-Six Pillars of EPM
Pillar 1: Project Management
Pillar 2: Resource Management
Pillar 3: Collaboration Management
Pillar 4: Artifact Management
Pillar 5: Organizational Readiness
Pillar 6: Operational Principles
Defining Your EPM Scope
Managing EPM Rollout Expectations
Generic Phases of EPM Deployment
Capturing EPM Feature Requirements
Communicating the Implementation Strategy
Best Practices
5. Understanding Project Server Architecture
Software Components
Client Tier
Application Tier
Project Server 2003 Services
Project Server Email Layer
Project Server Database Tier
Microsoft EPM Solution Architecture
Number of Users and Their Roles in Your Organization
Your Projects and Their Characteristics
Usage Patterns
Feature Usage Across Your Organization
Scalability
Network Performance
Database Server Performance
Project Server Security Usage
Project Server Data Usage
Network/System Security
User Authentication
Implementing Secure Sockets Layer (SSL)
Project Server 2003 Security Model
Best Practices
6. Designing the Enterprise Project Management Solution Architecture Details
Reviewing the Business Requirements
Server Hardware
Network Topology and Architecture
Network Latency and Bandwidth
Using Multiple NIC Cards or NIC Teaming
Wide Area Networks (WAN)
EPM Solution for Users in Multiple Geographic Locations
EPM Solution Deployment in Trusted and Nontrusted Domain Environments and Extranets
EPM Deployment in Trusted Domains
EPM Deployment in Nontrusted Domains
Extranet Configurations for EPM Solutions
Using Terminal Services As Part of an EPM Solution
Hyperthreading
Software Prerequisites
Microsoft Office Project 2003 Software Product and Version Requirements
Client-Side Requirements
Server-Side Requirements
Multiple Configurations
Multiple Project Server Instances and Edit Site Utility
Virtualizing EPM Solution Infrastructure
Best Practices
III. IMPLEMENTING MICROSOFT OFFICE PROJECT SERVER
7. Enterprise Project Management System Deployment Considerations
Introduction to EPM Solution Deployment
Security Models
Enterprise Global Codes
Views
Calendars
Timesheet Setup
Installing Prerequisites
Get Professional Assistance
Establish a Program Management Office
Training
Architecture
Establish Standards
Incremental Deployment
Conduct a Pilot Deployment
Integrate with Business Systems
Integrate with Business Processes
Sell the Solution
Best Practices
8. Establishing Security Model Settings
Server Configuration-Features
Allow/Deny
Selecting Features
Identifying Roles
Security Templates
Creating Security Templates
Security Groups
Creating Groups
Setting Global Permissions for Members of This Group
Creating Categories
Creating Categories
Category Name and Description
Users and Groups
Projects: Select the Projects That Users in This Category Can View
Resources: Select the Resources Whose Information Can/Cannot Be Viewed by Users in This Category
Project Center Views
Optional Category Configuration
Associating Groups and Categories
The Case for Multiple Categories
Assigning Resources to Proper Groups
Managing Users
Best Practices
Security Design Recommendations
9. Enterprise Global Codes
Overview of the Enterprise Outline Codes and Fields
Project Outline Codes
Planning Enterprise Project Outline Codes
Defining Enterprise Project Outline Codes
Using Enterprise Project Outline Codes
Resource Outline Codes
Planning Enterprise Resource Outline Codes
Defining Enterprise Resource Outline Codes
Defining Skills for Your Enterprise Resources
Using Enterprise Resource Outline Codes
Resource Breakdown Structure
Planning and Defining RBS Hierarchy
Using RBS
RBS and Project Server Security
Enterprise Resource Pool
Building the Enterprise Resource Pool
Working with the Enterprise Resource Pool
Enterprise Resource Pool and Active Directory Synchronization
Enterprise Task Outline Codes
Planning Enterprise Task Outline Codes
Defining Enterprise Task Outline Codes
Using Enterprise Task Outline Codes
Enterprise Custom Fields, Formulas, and Graphic Indicators
Overview of Enterprise Custom Fields
Defining Enterprise Custom Fields
Best Practices
10. Creating Project Web Access Project and Resource Views
Project Web Access Project and Resource Views
Project Center Views
Project Views
Resource Center Views
Assignment Views
Portfolio Analyzer Views
Creating and Modifying Portfolio Analyzer Views
Managing Views Using Project Web Access Client
Microsoft Project Professional Views
Creating and Modifying Views in Project Professional Client
Managing Views in Microsoft Project Professional
Additional Recommended Readings
Best Practices
11. Completing the Implementation and Configuration
Using Administrative Projects
Administrative Project Considerations
Managing Enterprise Project and Resource Calendars
Managing Enterprise Project Calendars
Performing Enterprise Global Backup and Restore
Backing Up Enterprise Global Template Data
Timesheet Setup
Specify the Default Method for Reporting Progress on Tasks
Lock Down Defaults
Time Period Settings
Define Current Tasks
Best Practices
IV. VALIDATING THE MICROSOFT OFFICE PROJECT SERVER 2003 IMPLEMENTATION
12. Microsoft Office Project Server 2003 Validation
Introduction to Validation
Level 1-Technology
Level 2-Basic Project Server Configuration
Level 3-Business Process Validation
Conclusion
Level 1-Technology Validation
Server Operating Systems Validation
Network Systems Validation
Application Installation Validation
Level 2-Basic Project Server Configuration
User Role Validation
Security Setup Validation
Data Access Validation
Level 3-Business Process Validation
User Role Configuration
Validate Business Process Test Scenarios
Database Cleanup
Best Practices
13. Troubleshooting Business Process Implementation in the Application
Common Implementation Issues, Causes, and Suggested Remedies
Project Web Access Administrator Account Does Not Work As Expected
Cannot Create Project Web Access Windows-Authenticated Accounts
Timesheets Do Not Show Expected Data Entry Mode
Project Managers Cannot Open a Schedule in Project Professional 2003 When Clicking on the Project in Line in Project Web Access
Resource Managers Cannot See Any Resource Information
Some Users Can Access Project Portfolio Feature Although They Are Not Supposed to See It
Project Portfolio Security Issue
User Cannot See the Projects and Resources According to His Group Security Permissions
User Cannot Save a Project Schedule As a Template
User Does Not Receive Email Notification When She Has Been Assigned a New Task
User Cannot See Documents, Risks, and Issues
User Cannot Delegate Tasks
User Cannot Create a New Task and Insert It Into Any Available Project
Users Cannot Assign Themselves to an Existing Task in Projects That Have Been Published to Project Server
Users Cannot Manage Status Report Requests
User Cannot Create and Manage To-Do Lists
User Cannot Find a Specific Task That He Was Working on in His Timesheet
User Cannot Add a New Resource to His Project/Organization
Team Member Did Not Get His Task Assignment on the Timesheet Page, Although the Project Manager Saved the Project Schedule
Project Managers Cannot Change the Method for Reporting Progress on Projects
Project Managers Cannot Save the Baseline
Issues with Mapping of Business Process in the Project Server 2003
Troubleshooting the Resource Allocation Process
Troubleshooting Data Accuracy: Data Presented in the Database Is Inconsistent with Reality
Troubleshooting Portfolio Analyzer: Data Is Not in Sync with the Information from Project or Resource Center
Troubleshooting Incorrect Results for Projects in Progress When You Use the Portfolio Modeler or the Resource Substitution Wizard
Troubleshooting Adjust Actuals: Cannot Change the Remaining Work Field When Adjusting Actuals
Troubleshooting the Updates: Cannot View All Past Task Updates
Troubleshooting the Application of Rules: Setting the Rule Produces Unexpected Results
Troubleshooting Duplicate Global.mpt Files
Troubleshooting Versions: I Cannot Delete the Published Version
Troubleshooting Resource Calendars: Tasks Extend Their Duration Unexpectedly
Best Practices
V. USING MICROSOFT OFFICE PROJECT WEB ACCESS
14. Project Web Access Collaboration
Using PWA
Using PWA Functions
PWA Data Creation
Using PWA to Its Full Advantage
Accessing PWA
Navigating PWA
Using the Home Page
Changing Your Password
Alert Me on the Home Page (Email Reminders)
Working with PWA Offline
Microsoft Outlook and PWA Integration
Managing Alerts
Exchanging Textual Information Using Status Reports
Alert Me for Status Reports
Status Reports Based on Role/Permissions
Requesting Status Reports
Submitting Status Reports
Viewing and Compiling Submitted Status Reports
Edit or Delete an Existing Status Report
Miscellaneous Reports
Using the Status Reports Archive
Best Practices
15. Time Tracking in Project Web Access
Using the Tasks Page to Record Actual Work
The Timesheet Update Cycle
Timesheet Format and Setup
Different Tracking Methods for Timesheets
Viewing Data on the Timesheet
Entering Time on Tasks
Alert Me
Creating a New Task
Assigning Myself to a New Task
Delegating Tasks
Viewing and Reporting on Your Tasks from Your Outlook Calendar
Notifying Your Manager of Nonproject Time
Printing the Timesheet/Using Excel
Customizing the Timesheet
Using the Updates Page
General Information About Using the Updates Page
Setting Rules
Viewing History
Adjusting Time and Managerial Timesheet Review and
Approval
Best Practices
16. Using Project and Resource Centers
Understanding the Project Center
Using Project Center Views
Using Save Link to Create Custom Personal Views
Using the Build Team Function
Edit Projects in Project Center
Open Projects from Project Center
Gantt Chart Zoom Icon
Gantt Chart Go to Task Icon
Project Center Printing
Project Center Export to Excel
Viewing Project Details
Collaboration Using Project Center
Analyze Projects in Portfolio Analyzer
Model Projects with Portfolio Modeler
Working with To-Do Lists
Check in My Projects
Managing Administrative Projects
Understanding the Resource Center
Using Resource Center Views
Printing from the Resource Center
Export to Excel from Resource Center
Using the Save Link to Create Custom and Personal Views
View Availability
Edit Resources
Opening the Enterprise Resource Pool
Analyzing Resources in Portfolio Analyzer
Viewing Resource Assignments
Adjusting Actuals
Best Practices
17. Portfolio Management Using Portfolio Analyzer and Portfolio Modeler
Analyzing Portfolio Data in the Portfolio Analyzer
Building and Changing Portfolio Analyzer Views
Manipulating Portfolio Analyzer Views
Using Portfolio Modeler to Analyze Projects
Creating a Model
Viewing and Analyzing Data in a Model
Manipulating Models and What-If Analysis
Best Practices
18. Risks, Issues, and Documents Using Windows SharePoint Services (WSS)
Collaboration Using Windows SharePoint Services
Permissions in WSS
Building Templates
Modifying Settings
Risks
Risk Summaries
Creating Risks
Linking List Items to Tasks
Editing, Deleting, and Alert Me Actions on Risks
Issues
Issues Summaries
Creating Issues
Editing, Deleting, and Alert Me Actions on Issues
Viewing and Reporting Issue Items
Documents
Uploading or Creating a Document
New Folder, Filter, and Other Actions in a Document List
Actions on Documents
Actions on the Document Library from the Side Pane
Best Practices
19. Using the Project Web Access Admin Menu Tab
Admin Overview
Using the Manage Users and Groups Function
Managing Users
Managing Groups
Using the Manage Security Function
Managing Categories
Managing Security Templates
Setting Project Server Authentication Mode
Using the Manage Views Page
Adding a Project View
Adding a Project Center View
Adding an Assignment View
Adding a Resource Center View
Adding a Portfolio Analyzer View
Managing the Timesheet View
Copying, Deleting, and Modifying a View
Using the Additional Views Function
Using the Server Configuration Function
Setting Enterprise Features
Defining PWA Menus
Adding a Top-Level Menu
Using the Manage Windows SharePoint Services (WSS) Function
Connecting to Windows SharePoint Server
Setting Site Provisioning
Managing SharePoint Sites
Using the Manage Enterprise Features Function
The Update Resource Tables and OLAP Cube
Check In Enterprise Projects
Check In Enterprise Resources
Using Versions
Using the Customize Project Web Access Function
The Tracking Settings Function
Gantt Chart Formats
Grouping Formats
The Home Page Format Function
Notification and Reminders
Using the Clean Up the Project Server Database Function
Deleting Task Assignment Data
The About Microsoft Office Project Server 2003 Page
Best Practices
VI. USING MICROSOFT OFFICE PROJECT PROFESSIONAL 2003 ENTERPRISE FEATURES
20. Building Custom Enterprise Configuration
Introduction to Microsoft Office Project Professional
Enterprise Options
Microsoft Office Project Server Accounts
Tools Plus Options
Using the Organizer
Tools Plus Enterprise Options
Customizing the Enterprise Global Template
Setting the Currency Symbol
Customizing Enterprise Fields
Adding Custom Objects
Best Practices
21. Building Project Team and Resource Substitution
Building Project Teams
Identifying the Right Resources for Your Project
Adding Generic Resources to Your Project Team
Adding Individual Resources to Your Project Team
Matching Skills of Generic Resources with Individual Resources
How the Resource Matching Feature Works
Replacing Existing Project Resources
Removing Team Members from a Project
Using the Build Team Feature in a Wide Area Network Environment
Performing Resource Substitution
Skill-Based Scheduling Overview
Preparing to Use the Resource Substitution Wizard
Limitations of the Resource Substitution Wizard
Using the Resource Substitution Wizard
Best Practices
22. Project Team Collaboration
Overview of Collaboration Features
Team Collaboration in Small Organizations
Team Collaboration in Large Organizations
Effective Use of Project Team Collaboration Tools
Team Collaboration on Management of Risks
Risk Overview
Risk Tracking Using Project Server
Collaboration Features for Risk Management in Project Professional
Collaboration Features for Issues Management
Overview of Issues Management
Issue Tracking Using Project Server
Viewing and Creating Issues in Project Professional
Collaboration Features for Documents Management
Documents Management-A Stringent Necessity for Any Project Team
Options for Document Collaboration
How to Improve the Document Collaboration Process
Using Document Libraries
Viewing Documents in Project Professional
Updating Project Progress
Tracking Project Changes
Updating Project Progress Workflow
Updating and Saving Task Changes into Project Schedules
Best Practices
VII. ENTERPRISE PROJECT MANAGEMENT INTEGRATION WITH MICROSOFT OFFICE APPLICATIONS
23. Project Web Access and Project Professional Integration with Office
Project Web Access and Project Professional with Individual Office Applications
Project Web Access Integration with Outlook
PWA Integration with Excel
Project Professional Integration with Visio
Best Practices
24. Project Workspace Integration with Office
The Project Workspace and Shared Office Integration
Saving a Document to a Workspace
Saving a Document, Versioning, and Check-In/Check-Out
Web Discussions
Integration with Individual Office Applications
Project Workspace Integration with Outlook
Project Workspace Integration with Excel
Best Practices
VIII. SERVER MAINTENANCE AND CONFIGURATION MANAGEMENT
25. Server Maintenance and Configuration Management
Server Components Overview
Active Directory and Windows Server 2003
Internet Information Services (IIS) 6.0
Structured Query Language (SQL) Server 2000
Analysis Services (AS)
Session Manager
Views Processor (VP)
Windows SharePoint Services (WSS)
Monitoring Project Server and Windows SharePoint Services
Windows 2003 Server Log File Monitoring
Real-Time Monitoring
Internet Information Services (IIS) Log File Monitoring
Monitoring SQL Server 2000
Analysis Services Monitoring
Maintaining Project Server 2003 SQL Server Databases
Database Lists and Functions
Database Settings
Simple Recovery Considerations
Full Recovery Considerations
Database Maintenance Plans
Ensuring That the Maintenance Plan Worked
Disaster Recovery
Testing and Troubleshooting
The Application and Client Layers
Managing Terminal Services
Terminal Services Versus a Virtual Private Network (VPN)
Benefits of Using Terminal Services for Project Server 2003
Considerations for Implementing Terminal Services
Installation Order and Application Server Mode
Group Policy and the Group Policy Management Console (GPMC)
Patching
Windows Server 2003 Patch Management
Applying Hotfixes and Service Packs to Project Server 2003
Microsoft Baseline Security Analyzer Tool
Best Practices
26. Capacity Planning
System Hardware/Architecture Instance Design
User Numbers and Types
User Location and Connectivity
Peak/Heavy Usage Scenarios
Network Environment
Server Environment
Data Complexity
Client-Side Environment
Data Storage Requirements
Miscellaneous Advanced Areas
Planning for Growth
Monitoring for Growth
Ongoing System Concerns
New Software Releases
Information Life Cycle-Archive and Retention Policies
Business Need Changes
System Customization-Special Needs
Federation
Best Practices
IX. INDUSTRY CONFIGURATION EXAMPLES
27. Industry Examples for Microsoft Office Project 2003 Configuration
Customizing Project Web Access and Views Configuration
Managed Time Periods Versus Nonmanaged Time Periods
Tracking Settings
Locking Down Defaults
Project Web Access and Portfolio Analyzer Views
Customizing Enterprise Global Custom Outline Codes
Generic Enterprise Outline Codes for Projects
Project Location
Project Status
Grouping Projects By Project Type
Grouping Projects By Sponsoring Division
Project Performing Division
Project Priority
Custom Outline Code for Resources
Resources by RBS
Resources by Location
Resources by Skill Set
Resources by Certification
Resources by Type
Examples of Generic Enterprise Custom Fields
Enterprise Custom Field: Schedule Indicator
Enterprise Custom Field: Budget Indicator
Research and Development Examples
Project Location
Project Status
Project Life Cycle
Resource RBS
Resource Skill Set
Resource Role
Government Agency Examples
Project Type
Project Strategic Alignment
Project Funding
Project Areas
Project Scope
Air Industry Examples
Project Portfolio Sector
Project by Aircraft Manufacturer
Project Portfolio by Global Alliances
Projects by Aircraft Type
Resource Skill Set
Healthcare Sector Examples
Projects by Healthcare Area
Projects by Branch
Projects and Resources by Sector
Resource Skill Set Classification
Oil and Gas Industry Examples
Project Location
Projects by Type of Capital Expenditures
Projects and Resources by Area of Capital Expenditures
Project Area
Project Status
Project Phase
Resources Skill Set
Construction Industry Examples
Project Status
Project Phase
Projects by Types of Construction
Projects by Construction Component
Resources by Skill Set
Resources by Construction Management Position
Resources by Core Construction Skills
Pharmaceuticals/Biopharmaceuticals Industry Examples
Project Phase
Projects by Core Technologies
Projects by Emerging Biopharmaceuticals
Projects by Core Support Area
Resource Distribution of Medical and Clinical Staff
Resources by Skill Set
Information Technology Examples
Project Location
Project Status
Project Life Cycle
Project Portfolio by Area
Resources by Skill Set
Best Practices
X. CUSTOMIZING MICROSOFT OFFICE PROJECT SERVER
28. Enterprise Project Management Customization
Windows SharePoint Services Customizing the Project Workspace
WSS Project Workspace Customization
Saving Custom List As a Template
Creating Nonproject-Related WSS Sites
Server-Side WSS Customization Overview
Customizing PWA
URL Parameters
Modifying the Stylesheet
Modifying Menus
Adding New Pages Using ASP
Adding New Pages Using Another Language
How to Customize One Instance and Not Others
Using VBA Macros
Recording Macros
Assigning the Macro to a Toolbar Button
Viewing and Editing VBA Code
Debugging VBA Code
The Project Object Model
Security and Certificates
The Tip of the Iceberg
Best Practices
29. Extending Enterprise Project Management Through Customization Overview
Secure Access to Project Server Data Through the Project Data Service
When to Use the PDS
How to Use the PDS
Limitations of the PDS
PWA Web Parts
Extending the Cube
OLAP Cube Basics
The Portfolio Analyzer to Display Cube Data
Cube Extension Build Process
Overview of the Cube Build Breakout Object
Debugging the Cube Extension
SharePoint Portal Integration
Connecting EPM to SharePoint Portal Server
Best Practices
Index
