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Project Server 2010-Demand Management Overview
- 1. Microsoft Project Server 2010 “Demand Management Overview” Leon Gallegos, MCITP/MCT Senior EPM Evangelist MS Project Pros
- 2. Agenda Project 2010 Improvement Areas Unified Project and Portfolio Management Overview of Demand Management Demand Management in Action Questions Next Steps
- 3. Project 2010 Improvement Areas • New User Interface • User Controlled Scheduling • Web-Based Project Editing •Common user experience across PPM lifecycle •Improved Demand Management •Better Reporting and BI • MS Exchange and TFS Integration • 64-Bit Compatibility • No ActiveX Dependency • Integration with SharePoint 2010 • Workgroup Collaboration • Enhanced Time/Status Tracking
- 4. Bottom Up Project Management Top Down Portfolio Management Unified Project and Portfolio Management Demand Management Business Case Definition Portfolio Reporting Capacity Planning Portfolio Optimization Portfolio Prioritization CREATE SELECT PLAN MANAGE Resource Management Project Scheduling Issue and Risk Management Team Collaboration Project & Time Reporting UNIFIED
- 5. Capturing all Work 5 5 Business Group C Workflow Business Group A Workflow Business Group B Workflow Strategic Impact Assessment CAPTURE CONTROL BUILD
- 6. What is Demand Management? Allows the ability to capture all “demand” (i.e. work proposals) in one single place Provides decision making opportunities on which proposals to approve and then track their progress Demand Management in Project Server 2010 can be simple or complex Simple projects may not need approvals or workflow More complex projects may involve multi-stage approvals and workflow
- 7. EPM Solution-Project Lifecycle (Sample) Select Plan ManageCreate Demand Management Portfolio Selection Work Planning Collaboration & Reporting Enterprise Project Management
- 8. User Experience Simple to User Information collected in stages Split into convenient sections Similar to SharePoint Proposals without Schedules Powerful and Flexible Central location to enter various types of work Support for templates Track initiatives from start to finish Align demand with strategy
- 9. Demand Management Terms EPT Enterprise Project Types •Created in the Project Center by PM •Governs project and proposal lifecycle •Most often aligned with Departments PDP Project Detailed Page •Represented as a single web part page in PWA •Used to drive the project lifecycle Workflow Phases, Stages, Approvals •Supports the notion of multi-stage lifecycles with approvals •Provides Stages within Phases which are then connected to form complete project lifecycles via workflows
- 10. Lets See a Demonstration
- 11. Steps to Implement 1. Define the Lifecycle
- 12. Steps to Implement 2. Define the Workflow CREATE SELECT PLAN MANAGE Close
- 13. Steps to Implement Custom Fields (Project/Task/Resources) Phases Stages Project Details Pages Enterprise Project Types Optional Project Plan Templates Project Site Templates 3. Create Objects
- 14. Phased Approach (4 Levels) Level One: Project and Resource Consolidation (all departmental projects being represented) Project Management Framework Defined Level Two: Project and Resource Consolidation (Multi departmental projects being represented) Task Sheet Management (Single Department) Portfolio Management (Departmental) Demand Management (Pilot) Level Three: Project and Resource Consolidation (Multi departmental projects being represented) Task Sheet Management (Multi Department) Timesheet Management (Single Department) Portfolio Management (Multi- Departmental) Demand Management (Departmental) Level Four: Project and Resource Consolidation (Multi departmental projects being represented) Task Sheet Management (Multi Department) Timesheet Management (Multi Department) Portfolio Management (Multi Departmental/Enterprise) Demand Management (Multi- Departmental) Time & Task sheet – LOB Integration Rinse and Repeat Globally Enterprise Project Management Maturity Model
- 15. In closing
- 16. Next Steps Look at Demos and Labs from our website (www.msprojectpros.com) Setup a Proof of Concept environment for a Pilot Group (One –Hour free consultation) Setup a One-on-One Demo for your team [email protected] 972-200-7423 (Direct Line) Register on our website to get access to “Members Only” area
Editor's Notes
- #2: 1/30/2015 5:28 PM
- #11: Proposals from one area Workflow and business rules associated with project type
- #16: Move through the tabs and commands Specifically show the Format > Outline Number and Format > Project Summary Task Show the shortcut menu when selecting a task Show the status bar Show the Quick Access Toolbar