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