Enterprise Resource Management Using MS Project Server 2007
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The document discusses enterprise resource management (ERM) using Microsoft Project Server 2007. It defines ERM as managing resources belonging to the whole organization. It explains that a Microsoft ERM solution can provide visibility into resource demand, capacity, and utilization. It outlines key Microsoft ERM features like defining generic and material resources, setting cost rates and calendars, and resource availability reporting. The document demonstrates how to use these features to capture resource requests, select projects, plan capacity, develop detailed project plans, and track project and resource performance.
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Enterprise Resource Management Using MS Project Server 2007
- 1. OFFICIAL INDUSTRY ASSOCIATION FOR MICROSOFT OFFICE PROJECT Enterprise Resource Management using MS Project Server 2007 Presented By: Gerald Leonard PMP, MCTS, CQIA, ITIL © 2006 MPA. All rights reserved. 1
- 2. Objectives To ensure you understand: Why should an organization Implement a Enterprise Resource Management solution? How to define Enterprise Resource Management How to use Microsoft Enterprise Resource Management features How to apply Microsoft ERM Tools to effectively manage resources Slide 2
- 3. Why should an organization Implement a Enterprise Resource Management solution? Lack of visibility on current resource’s demand and capacity. Not sure if you have the right resources work on the right initiatives Not sure if you have enough of the right skill sets and experience level. Lack of insight into resource utilization. Slide 3
- 4. What is Enterprise Resource Management? The management of a pool of resources belonging to the whole organization Analyzing and/or selecting resources based on availability and type from a central source Making decisions on how to upgrade an enterprise resource pool based on its current makeup Slide 4
- 5. Microsoft EPM Features How can a Microsoft Solution help with Enterprise Resource Management? Defining Human Generic Resources Defining Material Resources Setting cost rates and resource calendars Generic Skill Matching Resource Availability Reporting Slide 5
- 6. Defining Human Generic Resources A generic resource defines the type of resource we need on our project. Skill sets, experience, etc... Slide 6
- 7. Defining Material Resources A material resource such as a test environment, a room, cables, PC’s etc Slide 7
- 10. Booking Types Proposed: Resource can still be booked to another project during a proposed time frame Committed: Resource cannot be booked to another project during a committed time frame Slide 10
- 11. Resource Availability Reporting © 2006 MPA. All rights reserved. 11
- 12. Resource Visual Reports © 2006 MPA. All rights reserved. 12
- 13. Resource Work Summary Report © 2006 MPA. All rights reserved. 13
- 14. Additional Microsoft EPM Features Establishing resource control via Resource Breakdown Structure (RBS) Setting resource attributes with custom resource outline codes Resource re-deployment via portfolio models Work Contours Historical resource usage on projects Slide 14
- 15. New Microsoft Resource Management Features Team Builder Improved skills and resource searching Create filtered views that are specific to Team Builder Use filtering and searching when using Team Builder in Project Web Access Resource plans Enables resource demand to be specified independent of project assignments Supports start date, finish date, and units of resource allocated to a project Allows project summary resource assignment to pull from the resource plan or project assignments Resource plans are available in Project Server reports © 2006 MPA. All rights reserved. 15
- 16. New Microsoft Resource Management Features (Cont) Team resources Allows assignments to be published to a team Team members can see and take ownership of assignments published to a team Team capacity and demand can be viewed in Project Server 2007 reports Resource editing Enterprise resources can be defined through Project Web Access or PSI Supports availability, rate tables, custom fields, and standard fields © 2006 MPA. All rights reserved. 16
- 17. How to use Microsoft Enterprise Resource Management features 1 5 2 3 4 1 2 3 Capture the project and resource request and build detailed business case. (Resources Plans) Select the optimal project portfolio Export selected projects to Project Server 2007 4 Capacity analysis and detailed project and resource planning 5 Track and manage resources and the project to a successful conclusion
- 18. Plan: Capacity Planning Analysis Maximize Resource Utilization • Identify skill surpluses and deficits across the planning horizon • Finalize project portfolio release schedule • Analyze and communicate training and headcount requirements to HR
- 19. Plan: Detailed Planning Develop Detailed Project Plans • Build the detailed project plan (e.g. detailed tasks, milestones etc.) • Assign name d / individual resources to the plan • Capture inter project dependencies • Finalize and baseline project plan • Synchronize project level data with Office Project Portfolio Server 2007 via the Project Server Gateway
- 20. Manage: Track Project and Resource Performance Track Progress Collaborate to deliver projects on time and within budget • Share essential information through team project workspaces Project Workspaces Timesheets • Keep teams aligned through task assignments and timesheet reporting. Task Assignments • Proactively predict cost , resource and schedule overruns through KPIs Timesheets Team Members Project Manager • Use built-in integration to communicate projectrelated information through Microsoft Office system applications. Issues & Risks Mgmt Status Reports
- 21. DEMO © 2006 MPA. All rights reserved. 21
- 22. Q&A Gerald Leonard PMP, MCTS, CQIA, ITIL [email protected] © 2006 MPA. All rights reserved. 22