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Implement, customize and extend Microsoft Project Portfolio Management solution, built on top of SharePointJan Kalis@MeetJKalis, [email protected] Director, Partner Network and Product Management
SPC376
What this session focuses on from the typical implementation process?
User training and
driving adoption
PPM system configuration to “meet”
with the methodolog
y
Choose between on-premises or
online
PPM methodolog
y implementat
ion
Envisioning and
planning
Implement, customize and extend Microsoft Project Portfolio Management solution, built on top of SharePointJan Kalis@MeetJKalis, [email protected] Director, Partner Network and Product Management
AgendaWhat is Project and Portfolio ManagementComponents of the Microsoft PPMDeeper dive on configuring typical entities and functionalityTouch on extensibilityBeyond Project and Portfolio Management
Project and Portfolio Management
Project & Portfolio ManagementWhat is it?The practice of identifying, selecting and managing a portfolio of projects that align to strategic objectives and honor resource constraints
PPM delivers Executive alignment on strategyInvestment guidance to maximize ROIManagement of risks and resourcesQuick, objective decision-makingEnhanced visibility and communications
Ad-hocTeam collaborationCommunicationArtifact management
Semi-FormalSOME Methodologies and processesStandards
FormalMethodologies, processesStandards, complianceKey performance indicators
SPC242 - Project and Portfolio Management in the Cloud
SPC262 - Efficient planning, reporting and decision making with Project Pro for Office 365
SharePoint Conference 2014 resources for Microsoft Project
Project Booth @ Expo Hall
Key terms used in this session
Microsoft Project is a brand that encompasses multiple modern online and on-premises products
Microsoft Project and Portfolio Management (PPM) is a solution comprising from one or more Microsoft Project products
Components of the Microsoft PPM
Components of the Microsoft PPM
Program Management
DemandManagement
Portfolio Analytics & Selection
TimeReporting
Issues & RiskManagement
Business Intelligence & Reporting
Team Collaboration & Social
Financial Management
Resource Management
Schedule Management
Microsoft PPM
Implementation and adoption is a journey - envisioning and proper planning is THE key!
High-level implementation process
User training and
driving adoption
PPM system configuration to “meet”
with the methodolog
y
Choose between on-premises or
online
PPM methodolog
y implementat
ion
Envisioning and
planning
PPM envisioning and methodology implementation optionsMicrosoft Consulting Services
Microsoft PPM is backed by network of hundreds of partners in over 80 countries worldwide Customers can reach out directly to PPM partnersSharePoint partners who want to build or are building PPM practice can benefit from PPM competencyMore www.Microsoft.com/Project, then click Partners
High-level implementation process
User training and
driving adoption
PPM system configuration to “meet”
with the methodolog
y
On-premises or
online?
PPM methodolog
y implementat
ion
Envisioning and
planning
On-premises or online and physical server installation and configuration - ResourcesMicrosoft TechNetOnline and On-Premises Solutions for Project Server 2013 (white paper)http://technet.microsoft.com/en-us/library/dn217893 Core documentation for Planning, Deploying and Operatinghttp://technet.microsoft.com/ProjectServer Project 2013 training for IT pros and developers: Module 7 to 9http://technet.microsoft.com/en-us/projectserver/jj906608
Microsoft Project Conference 2014 http://channel9.msdn.com/Events/Project/2014 PC238 - ROI: Accelerating your time to value with Project Online PC214 - How to get up and running with Project Server 2013 for beginnersPC247 - Project Server 2013 - administration for IT Professionals and PMOPC315 - Get over the hurdles - Upgrade and Migration to Microsoft Project Server 2013PC319 - The Great Database Consolidation, Project Server 2010 to 2013 Migration in 8 Easy Steps
High-level implementation process
User training and
driving adoption
PPM system configuration to “meet”
with the methodolog
y
On-premises or
online?
PPM methodolog
y implementat
ion
Envisioning and
planning
Deeper dive on configuring typical entities and functionality
a.k.a. Where PPM system configuration to “meets” with the methodology
Typically configured entities/functionality …The Getting StartedProject/Portfolio Metadata and ViewsBuilding ReportsDemand Management - Managing Project Lifecycle
Deeper dive on configuring typical entities and functionality:
The Basics
DEMO:The Basics
The Basics - Resources
Project Online – getting startedhttp://office.microsoft.com/en-us/project-server-help/get-started-with-project-online-HA102858793.aspx
Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC251 - How to get started with Project Online and Project Pro for Office 365
Deeper dive on configuring typical entities and functionality:
Project/Portfolio Metadata and Views
DEMO:Project/Portfolio Metadata and Views
Deeper dive on configuring typical entities and functionality:
Building Reports
Business Intelligence in Microsoft ProjectPowerful reports and infrastructures for stunning interactive reporting ranging form Project to Portfolio ManagersSPC262 - Efficient planning, reporting and decision making with Project Pro for Office 365
Project Desktop (Project Standard 2013, Project Professional 2013, Project Pro for Office365)Project Manager’s view, including Master Project consolidated reports, no Programs or Portfolio Views
Project Online and Project Server 2013Portfolio reports across the whole organization – including progress, resources, costs, work, baseline,…
26
DEMO:Building business intelligence reports
Business Intelligence ResourcesMicrosoft TechNetProject 2013 training for IT pros and developers: Module 5http://technet.microsoft.com/en-us/projectserver/jj906608 Querying OData feeds for Project Server 2013 reporting datahttp://msdn.microsoft.com/en-us/library/office/jj163048 Use Excel 2013 to create a new Project Online reporthttp://office.microsoft.com/en-us/project-server-help/use-excel-2013-to-create-a-new-project-web-app-report-HA102923779.aspx
Microsoft SharePoint Conference 2014SPC242 - Project and Portfolio Management in the Cloud
Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC248 - Real World Reports: Business Intelligence in Project Online and Project Server 2013PC329 - Business Intelligence infrastructure deep dive in Project Online and Project Server 2013
Deeper dive on configuring typical entities and functionality:
Project Lifecycle
Typical Project Lifecycle
PlanSelectCreate Manage
Demand Mgmt
Portfolio Mgmt
Work PlanningResource Mgmt
Collaboration & ReportingTime Mgmt
Project LifecycleGuiding process that “meets” the methodology for particular project type – from capture/initiation through selection to planning and managingTypically follows the customer business process or methodology requirementsConsists of Phases, Stages, Project Detail Pages (SharePoint page with Web Parts), Specific Custom Fields and Workflow
Microsoft PPM supports declarative workflows and using Microsoft Visio 2013 and SharePoint Designer 2013Projects/Proposals can origin from SharePoint list items (a.k.a. Ideation solution)
DEMO:Project Lifecycle
Project Lifecycle & Workflow ResourcesMicrosoft TechNetProject 2013 training for IT pros and developers: Module 10http://technet.microsoft.com/en-us/projectserver/jj906608
Getting started developing Project Server 2013 workflowshttp://msdn.microsoft.com/en-us/library/office/ee767694.aspx How to: Create a Project Server workflow for Demand Managementhttp://msdn.microsoft.com/en-us/library/office/jj163494 Hitchhiker's Guide to Demand Management in Project Server 2013 (white paper)http://msdn.microsoft.com/en-us/library/ff973112.aspx
Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC327 - Workflow deep dive in Project Online and Project Server 2013PC321 - Designing Project lifecycles and workflows in Project Online and Project Server 2013
Section recapThe Getting Started Project/Portfolio Metadata and ViewsBuilding ReportsManaging Project Lifecycle
Need more?Touch on extensibility
Applications Suites & services
New Class Of Solutions Possible With The Cloud
Apps Galore!
DEMO:Office Store
More resourcesMicrosoft TechNet / MSDNProject 2013 training for IT pros and developers: Module 12 and Module 13http://technet.microsoft.com/en-us/projectserver/jj906608
Follow Programmability blog http://blogs.msdn.com/project_programmability Study the New Project, Office, SharePoint dev docs http://msdn.Microsoft.com/project, http://msdn.Microsoft.com/office and http://msdn.Microsoft.com/sharepoint Admire the existing apps in the Store http://office.microsoft.com/store
Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC278 - Charge-up Microsoft Project with Apps PC404 - Microsoft Project desktop extensibility - building and selling Apps for Project to millions of users PC303 - Developer to developer - learn the Microsoft Project Online and Server extensibilityPC312 - Apps for Project - Top 10 success factorsPC403 - Extending Project Online and on-premises with JavaScript Apps
Beyond Project and Portfolio Management
Think outside of traditional PPM
Enterprise Portfolio Management
Application (Development)
Lifecycle ManagementInnovation Process
ManagementLine of Business
Integration Financial Intelligence
$
SummaryProject and Portfolio Management todayComponents of the Microsoft PPMDeeper dive on configuring typical entities and functionalityTouch on extensibilityBeyond Project and Portfolio Management
Resources and next steps!Microsoft Project Product Information - http://www.microsoft.com/project
Partner-Led Trial http://aka.ms/project/partnerledtrial
TechNet http://technet.microsoft.com/projectserver
MSDN http://msdn.microsoft.com/project Forums http://social.technet.microsoft.com/Forums/en-US/category/project
Microsoft Project Conference 2014Sessions http://channel9.msdn.com/Events/Project/2014
Microsoft SharePoint Conference 2014SessionsProject Booth in the Expo Hall, Ask the Experts
Q&A
MySPCSponsored by
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Evaluate sessionson MySPC using yourlaptop or mobile device:myspc.sharepointconference.com
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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