EPK extensions to Microsoft Project Server 2003MPA – San Francisco Bay Area Chapter

Derek Loar, PMP – Sr. Account Manager, Pcubed

September 1, 2005

About Pcubed

• World’s pre-eminent project management solutions company

– Over 350 trained PM specialists and consultants

– Serving clients across all major industries

– Experience in the Americas, Europe and Asia/Pacific

– Microsoft EPM Enterprise Premier Partner

• Our Culture:– Pragmatic, no-nonsense approach

to solutions

– “Quick hit” successes; long-term client benefits

– Our mission… make projects successful

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ChicagoChicagoAnn ArborAnn Arbor LondonLondon CologneCologne

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PhiladelphiaPhiladelphiaWash., DCWash., DCLos AngelesLos Angeles

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Microsoft Office Project Server 2003 - EPK extensions

• EPK-Portfolio™ - enhanced project roll-up/drill-down, top-down initiative planning, budgeting, reporting

• EPK-Resources™ - resource planning and management at item level

• EPK-Time™ - full functionality timesheet for task status and billing/chargeback/project accounting

• EPK-Collaboration™ - manage Windows SharePoint Services® sites for portfolio items and Project schedules. View WSS items such as documents, issues, and risks across sites.

Overview of Microsoft Office Project Server 2003 EPK extensions

Extensions built on Microsoft Office Project Server 2003 platform• Seamlessly integrated with Project Server/Project Web Access

– Users have a single User Interface/single DB for all functions

• EPK extensions utilize PWA security• Performance/scalability improvements

Project Managers

Documents, Issues, Risks Projects, Tasks, Resources

Portfolio Items, operational efforts, initiatives, fiscal periods, budgets,

stage-gates, workflow rules (by EPK)

All Users

Line of Business Systems

& EPK functions& EPK functions

With EPK extensions

Microsoft Office Project Server 2003 with EPK extensions

EPK-Portfolio™

• Handles ALL effort types with greater ease of use through Portfolio Items (PI):

– Projects

– Support/Operations

– Initiatives, proposals, investment opportunities

• Custom metadata such as alignment with corporate objectives

• Roll-up of milestones and graphical indicators

• “Drill-down” into multiple projects via http

• User definable views with advanced sorting, grouping, filtering

• Create portfolio items with or without a Project Professional plan

• Top-down budgeting by hours, headcount (FTEs), cost

EPK-Resources™

• Includes all work including non-working time and operational and support

• Captures agreement between RM and PM at PI level

• Tabular entry for high level resource planning

• Planning of non-working time in future

• Can compare with rolled up MS Project assignments

• Assists the “negotiation” process of staffing all work

EPK-Time™

• Timesheet covers all effort, not just “projects”

• Task status and hours are independent

• Allows charge of hours at project/phase level rather than only detail tasks

• Charge time without requiring task assignments

• Fiscal period reporting/interfacing of actual hours/costs

• Dual approval. RM and PM for hours, plus PM for task status.

• Vacation/non-working time planner

• Both “lock-down” of individual/department timesheets and administrative “close out”

• Allows interface with external systems (accounting, chargeback, billing) through custom API

MSP Project Data

Portfolio Item

Where is the data?

PI Portfolio

Data

Cost TypesAgreed Scope

Forecast

Resource Plan

MSP Forecast

Timesheet Actuals

Costs AccumulatedChargeable Items

(either PI, PI Task, MSP Project, MSP Task or MSP Summary Task)

Status ProgressedBased on Costs Accumulated at

MSP Task Level

Based on PI Tasks being progressed

Based on MSP Tasks being progressed

EPK Portfolio (Analysis)

Potential for Timesheet Feed

Potential for Ticket (Task) feed

Can be compared

against

Can be Charged against

Can be ProgressedVia various

feeds

Submitted

How it could work – Portfolio Lifecycle

Status

1. New PI submitted

2. Portfolio can be managed (scenario

planning). Resource demand vs supply

3. Project can be created from Portfolio item

5. Portfolio can continue to be managed. KPI’s

(milestones, actuals etc...) can be reviewed from

dashboard

PMOStage Owner

PMO ScopeCost Focus

Review

PMO

PMO Scope

Approved

Proj Manager

PMO Scope

Soft Booked

Res Manager

Res Plan

*Soft book plan – at the moment still not sure whether to build soft book plan within MSP or as a Resource Plan on EPK …This would be defined as part of a more detailed requirements review

Hard Booked

Proj Manager

MSP Forecast

Actuals

4. Resources can be committed by

Resource Managers

Department Commitment View

Department Commitment Report

Some Users

– AIMCO

– Carnival Cruise Lines

– Cox Communications

– Harcourt

– Mazda USA

– Mercy Medical Center

– Sunbeam

– Wachovia

– Yellow Roadway

– Blue Cross / Blue Shield of Florida