Timesheet Deployment Considerations with Microsoft Office EPM Solution David Ducolon Program Manager...
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Transcript of Timesheet Deployment Considerations with Microsoft Office EPM Solution David Ducolon Program Manager...
Timesheet Deployment Timesheet Deployment Considerations with Considerations with Microsoft Office EPM Microsoft Office EPM Solution Solution
David DucolonDavid DucolonProgram ManagerProgram ManagerProjectProjectMicrosoft CorporationMicrosoft Corporation
What You will LearnWhat You will Learn
How to setup security and approvalsHow to setup security and approvals
What is the dataflow for timesheetsWhat is the dataflow for timesheets
How to customize the EPM timesheetHow to customize the EPM timesheet
What is in SP1 for timesheetsWhat is in SP1 for timesheets
Considerations for integrating with 3Considerations for integrating with 3rdrd party accounting systemsparty accounting systems
What are the differences between What are the differences between admin project and other projectsadmin project and other projects
The Approval ProcessThe Approval Process
Assignment Assignment OwnerOwner
RBS ManagerRBS ManagerOrOr
Category MemberCategory Member
Resources onResources onProject TasksProject Tasks
ProjectProjectPlanPlan
Publishes Publishes AssignmentsAssignments
Reports hoursReports hoursAnd progressAnd progressUpdatesUpdates
ProjectProjectWith approvedWith approved
progressprogress
TimesheetTimesheetReviewReview
Accesses and SecurityAccesses and SecurityCategory permissionsCategory permissions
Global permissionsGlobal permissions
Accesses and SecurityAccesses and Security
ApprovalsApprovalsCategory controlledCategory controlled
RBS by defaultRBS by default
Project Manager & Resource ManagerProject Manager & Resource Manager
AdjustmentsAdjustmentsAdjust ActualsAdjust Actuals
Integration using the PDSIntegration using the PDSPermission = Permission = Integrate_with_external_ts_system Integrate_with_external_ts_system
Where is Your Data?Where is Your Data? Data flow for timesheet featuresData flow for timesheet features
Time EntryTime Entry
Self Assignments Self Assignments
Admin Projects Admin Projects Initial assignmentsInitial assignments
Notify your manager…Notify your manager…
After the fact reportingAfter the fact reporting
ApprovalsApprovals
Before you BeginBefore you Begin Customize Project Web AccessCustomize Project Web Access
Time tracking Time tracking Modes Modes
Periods – Periods –
What are they What are they
Do I need them?Do I need them?
Using Managed PeriodsUsing Managed Periods
Converting to managed periodsConverting to managed periods
Synchronizing with protected actualsSynchronizing with protected actuals
Open &Open &
Closed periodsClosed periods
Customizing the Timesheet ViewCustomizing the Timesheet View How to get custom fields in the timesheetHow to get custom fields in the timesheet
Published FieldsPublished Fields
Customizing the Timesheet ViewCustomizing the Timesheet View How to get custom fields in the timesheetHow to get custom fields in the timesheet
Project ProfessionalProject Professional
Customizing the Timesheet ViewCustomizing the Timesheet View How to get custom fields in the timesheetHow to get custom fields in the timesheet
Project Web AccessProject Web Access
Customize TimesheetsCustomize Timesheets
David DucolonDavid DucolonProgram ManagerProgram ManagerProjectProject
Do I need SP1?Do I need SP1? What is in SP1 for timesheetsWhat is in SP1 for timesheets
Ability to lock down a project taskAbility to lock down a project task
Sync to Protected Actuals Sync to Protected Actuals Local Resources loose actualsLocal Resources loose actuals
Custom Ent. Calendar w/sync to protected Custom Ent. Calendar w/sync to protected actualsactuals
Admin ProjectsAdmin ProjectsTwo assignments, one task – actuals get Two assignments, one task – actuals get movedmoved
Timesheet PDS APITimesheet PDS API
Integration With External TimesheetIntegration With External TimesheetSystem – Global PermissionSystem – Global PermissionINTEGRATE_WITH_EXTERNAL_TS_SYSTEMINTEGRATE_WITH_EXTERNAL_TS_SYSTEM
Methods:Methods:AssignmentsSaveAssignmentsSaveFor open periods, the PDS saves the assignment but For open periods, the PDS saves the assignment but does NOT log a transaction in does NOT log a transaction in MSP_WEB_WORK_ADJUSTED. MSP_WEB_WORK_ADJUSTED. If the assignment belongs to a resource for which the If the assignment belongs to a resource for which the user has user has Adjust ActualsAdjust Actuals permission, the PDS saves the permission, the PDS saves the assignment regardless of whether it falls in a closed-assignment regardless of whether it falls in a closed-out period. The PDS also logs a new transaction in out period. The PDS also logs a new transaction in MSP_WEB_WORK_ADJUSTED. MSP_WEB_WORK_ADJUSTED. If the assignment belongs to a resource for which the If the assignment belongs to a resource for which the user does not have user does not have Adjust ActualsAdjust Actuals permission, the PDS permission, the PDS returns an error. returns an error.
Timesheet PDS APITimesheet PDS API
Methods:Methods:AssignmentsProjectManagerUpdateAssignmentsProjectManagerUpdate
Must have Must have Adjust ActualsAdjust Actuals permission for the permission for the resource on the assignment in questionresource on the assignment in question
Must have permission for “Must have permission for “Integrate With Integrate With External Timesheet SystemsExternal Timesheet Systems””
Methods:Methods:AssignmentsGetAssignmentsGet
Must have Must have View Resource Assignments View Resource Assignments permissionpermission for the requested resources. for the requested resources.
Must have permission for “Must have permission for “Integrate With Integrate With External Timesheet SystemsExternal Timesheet Systems””
PDS - AssignmentsGetPDS - AssignmentsGet
David DucolonDavid DucolonProgram ManagerProgram ManagerProjectProject
Non Project TimeNon Project Time
The Administrative ProjectThe Administrative ProjectAssign no task before its timeAssign no task before its time
Resource assignmentsResource assignments
Notify your manager of non project Notify your manager of non project timetime
Forcing a time phased contourForcing a time phased contour
SummarySummary
Timesheets are fully customizableTimesheets are fully customizable
Managed Periods require a strong Managed Periods require a strong process commitmentprocess commitment
Adjustments don’t affect project Adjustments don’t affect project schedulesschedules
MSP_WEB_WORK is where it all MSP_WEB_WORK is where it all beginsbegins
© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.