Who’s Who in Enterprise Project Management
by Teresa S. Stover, Bonnie Biafore, and Andreea Marinescu
Microsoft® Project 2010 Inside Out
- Microsoft® Project 2010 Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- A Note Regarding Supplemental Files
- Introduction
- I. Project Fundamentals
- 1. Introducing Microsoft Project 2010
- 2. Understanding Projects and Project Management
- II. Developing the Project Plan
- 3. Starting a New Project
- Getting from Idea to Proposal to Project
- Focusing the Project Vision
- Creating a New Project Plan
- Entering Tasks
- Sequencing and Organizing Tasks
- Organizing Tasks into an Outline
- Setting Up Your Work Breakdown Structure
- Adding Supplementary Information to Tasks
- 4. Viewing Project Information
- Understanding Project Information Categories
- Accessing Your Project Information
- Switching Between Views
- Using Views
- Scheduling with Gantt Charts
- Highlighting Tasks with the Timeline
- Flowcharting with Network Diagrams
- Visualizing the Project with the Calendar
- Reviewing Assignments with the Team Planner
- Charting Team Availability with the Resource Graph
- Tabling with Sheet Views
- Timesheeting with Usage Views
- Seeing Details with Forms
- Cross-Referencing with Combination Views
- Using Tables
- Using Fields
- Arranging Your Project 2010 Window
- Navigating to a Specific Location in a View
- Rearranging Your Project Information
- 5. Scheduling Tasks Manually or Automatically
- 6. Building Your Schedule
- 7. Setting Up Resources in the Project
- Understanding the Impact of Resources in the Plan
- Adding Resources to the Project
- Removing a Resource from the Project
- Identifying Tentative, Generic, or Budget Resources
- Setting When Resources Are Available for Work
- Adding Detailed Resource Information
- 8. Assigning Resources to Tasks
- Assigning Work Resources to Tasks
- Assigning Material Resources to Tasks
- Assigning Cost Resources to Tasks
- Reviewing Assignment Information
- Changing Resource Assignments
- Contouring Resource Assignments
- 9. Planning Resource and Task Costs
- 10. Checking and Adjusting the Project Plan
- Working with the Critical Path and Critical Tasks
- Controlling Schedule Changes with Task Types
- Bringing in the Project Finish Date
- Reducing Project Costs
- Balancing Resource Workloads
- Changing Project Scope
- Reviewing the Impact of Changes
- Obtaining Buyoff on the Project Plan
- 3. Starting a New Project
- III. Tracking Progress
- 11. Setting a Baseline and Updating Progress
- Saving Original Plan Information Using a Baseline
- Updating Task Progress
- Updating Actual Costs
- 12. Responding to Changes in Your Project
- 11. Setting a Baseline and Updating Progress
- IV. Reporting and Analyzing Project Information
- 13. Reporting Project Information
- Establishing Your Communications Plan
- Using Views to Report Project Information
- Generating Text and Visual Reports
- Generating the Right Reports
- Summarizing with Overview Reports
- Focusing on Tasks with Schedule Progress Reports
- Using the Unstarted Tasks Report
- Using the Tasks Starting Soon Report
- Using the Tasks In Progress Report
- Using the Completed Tasks Report
- Using the Should Have Started Tasks Report
- Using the Slipping Tasks Report
- Using the Baseline Report in Visio
- Using the Baseline Work Report in Excel
- Using the Task Status Report in Visio
- Using the Budget Work Report in Excel
- Analyzing Budget Status with Cost Reports
- Using the Cash Flow Report
- Using the Cash Flow Report in Excel
- Using the Cash Flow Report in Visio
- Using the Baseline Cost Report in Excel
- Using the Budget Report
- Using the Budget Cost Report in Excel
- Using the Resource Cost Summary Report in Excel
- Using the Overbudget Tasks Report
- Using the Overbudget Resources Report
- Using the Earned Value Report
- Using the Earned Value Over Time Report in Excel
- Evaluating Resource Allocation with Assignment Reports
- Using the Who Does What Report
- Using the Who Does What When Report
- Using the To-Do List
- Using the Overallocated Resources Report
- Using the Resource Availability Report in Visio
- Using the Resource Work Availability Report in Excel
- Using the Task Usage Report
- Using the Resource Usage Report
- Using the Resource Work Summary Report in Excel
- Using the Resource Remaining Work Report in Excel
- Using the Resource Status Report in Visio
- Revising a Built-In Report
- Building a Custom Report
- Saving Project Data Fields
- Sharing Project Reports Electronically
- 14. Analyzing Progress Using Earned Value
- 13. Reporting Project Information
- V. Managing Multiple Projects
- 15. Managing Master Projects and Resource Pools
- Structuring Master Projects with Subprojects
- Consolidating Project Information
- Opening Multiple Project Files as a Set
- Sharing Resources by Using a Resource Pool
- 16. Exchanging Information Between Project Plans
- 15. Managing Master Projects and Resource Pools
- VI. Integrating Project 2010 with Other Programs
- 17. Exchanging Information with Other Applications
- 18. Integrating Project 2010 with Excel
- 19. Integrating Project 2010 with Visio
- 20. Integrating Project 2010 with Outlook
- 21. Collaborating as a Team by Using SharePoint
- Creating a Project Tasks List on a SharePoint Site
- Exchanging Project Information with SharePoint
- Synchronizing Changes Between Project and SharePoint
- Opening and Viewing Connected Project Information
- Collaborating with Team Members on Task Updates
- Assigning Tasks to Team Members
- Updating Task Progress
- Updating Task Progress in SharePoint
- Updating Task Progress in Project
- VII. Managing Projects Across Your Enterprise
- 22. Understanding Enterprise Project Management
- 23. Administering Your Enterprise Project Management Solution
- Signing In and Out
- Configuring Project Server Security
- Administering the Enterprise Resource Pool
- Establishing the Enterprise Portfolio
- Setting Up Project Workflows
- Standardizing Enterprise Project Elements
- Setting Up Team Member Work Pages
- Managing Pages, Views, and Reports
- 24. Managing Enterprise Projects and Resources
- Connecting to Your Project Server
- Working with Enterprise Projects
- Following a Project Workflow
- Building Your Enterprise Project Team
- Finding Resources to Meet Your Needs
- Building Your Project Team in Project Professional
- Building Your Project Team in Project Web App
- Identifying Resource Attributes by Using Custom Enterprise Fields
- Using Generic Resources as Placeholders
- Adding a Team Assignment Pool to Your Project Resource List
- Finding Enterprise Resources That Meet Specific Criteria
- Review Resource Assignments and Availability
- Replacing an Existing Project Resource with an Enterprise Resource
- Matching an Existing Project Resource
- Matching and Replacing Generic Resources
- Proposing Tentative Resources
- Assigning Tasks to Enterprise Resources
- Finding Resources to Meet Your Needs
- Collaborating with Your Project Team
- 25. Participating on a Team Using Project Web App
- Getting Started with Project Web App
- Working with Your Assignments
- Submitting Text-Based Status Reports
- Logging Time by Using Timesheets
- Working with Issues and Risks
- Setting Up E-Mail Reminders and Outlook Tasks
- Managing Resources in Project Web App
- 26. Making Executive Decisions Using Project Web App
- 27. Managing and Analyzing Project Portfolios
- VIII. Customizing and Managing Project Files
- 28. Customizing Your View of Project Information
- Customizing Views
- Changing the Content of a View
- Creating a New View
- Saving a View
- Changing Text Formatting in Views
- Formatting a Gantt Chart View
- Modifying the Timescale
- Modifying a Network Diagram
- Modifying the Timeline
- Modifying the Team Planner
- Modifying the Resource Graph
- Modifying the Calendar
- Modifying a Sheet View
- Modifying a Usage View
- Customizing Tables
- Customizing Fields
- Working with Outline Codes
- Customizing Groups
- Customizing Filters
- Sharing Customized Elements Among Projects
- Customizing Views
- 29. Customizing the Project 2010 Interface
- 30. Automating Your Work with Macros
- 31. Standardizing Projects by Using Templates
- 32. Managing Project Files
- Saving Project Files
- Opening Project Files
- Saving and Opening with Different File Formats
- Comparing Project Plans Side by Side
- Safeguarding Your Project Files
- 28. Customizing Your View of Project Information
- IX. Appendixes
- D. Index to Troubleshooting Topics
- E. About the Authors
- Index
- About the Authors
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
In enterprise project management, the following roles are reflected:
Project manager. The traditional user of Microsoft Project, the project manager is the person responsible for the success or failure of the assigned project, and as such, all the other roles revolve around this one. The project manager typically uses Project Professional 2010 as well as Project Web App. The project manager builds the project schedule, creates and assigns resources, creates the change management plan, manages issues and risks, manages project costs, and communicates with all project stakeholders.
Resource manager. Although the role of the resource manager is often fulfilled by the project manager, Project Web App and Project Professional include distinctive resource management features. The resource manager works closely with the project manager to ensure that all projects are staffed with the right resources. The resource manager can manage resource information in the enterprise resource pool, review timesheets, and create custom resource-related reports.
Team leader. The team leader manages resource notifications, views team member task status, and reports to the project manager. Team leaders can assign tasks to their team members and view existing assigned tasks.
Team member. The team member carries out the day-to-day activities of projects to which they’re assigned. Team members can report progress and provide status updates to their team leader and project manager, as shown in Figure 22-8.
Portfolio manager. The portfolio manager analyzes the project portfolio and makes decisions and recommendations on projects in various stages of the project life cycle. The portfolio manager is instrumental in designing the demand management system, including project workflows and business drivers, to ensure that the right projects are selected for the organization’s portfolio. The portfolio manager can also create custom views, fields, and reports to standardize project management practices throughout the entire enterprise.
Executive. Upper management, customers, and other managing stakeholders provide high-level direction for a project, a portfolio of projects, or an entire program. They might also fulfill the role of the project sponsor. These executives can keep an eye on the progress of milestones, deliverables, costs, and other concerns through the use of specialized views in Project Web App. They can also compare aspects of multiple projects by using sophisticated modeling or analysis, leading to informed decisions for the organization.
Project server administrator. The project server administrator configures the project server for the organization, including user permissions, roles, custom fields, calendars, look and feel, reporting, and more. The project server administrator works primarily in Project Web App, as shown in Figure 22-9.
Although these roles are distinct, one person might fulfill two or more overlapping roles and have the permissions that reflect these multiple responsibilities. It is also possible to customize functionalities down to user-group level, allowing for maximum flexibility.
The rest of this chapter provides a broad overview of the Microsoft Project workgroup collaboration and enterprise project management solution, establishing the context of how all the components work together. Succeeding chapters are designed for specific enterprise project management stakeholders who work with aspects of Project Server and Project Web App in specialized ways, according to their role in the organization. These chapters and their intended audiences are as follows:
Chapter 23, is designed for the project server administrator. This chapter presents general guidelines on configuring and tailoring Project Server and Project Web App for enterprise project management in a specific organization. It also includes step-by-step instructions for completing typical system administration duties such as adding new users and setting up security permissions. In addition, the chapter covers the creation of customized elements for standardization as well as the setup for the enterprise resource pool, timesheets, and reports. Chapter 23 should also be reviewed by project managers and portfolio managers who want a clearer picture of the capabilities that are implemented by the project server administrator.
Chapter 24, is the project manager’s chapter. In this chapter, you learn how to set up a project, build the project plan, define issues and risks, and build your team. This chapter also covers collaboration with team members and other project stakeholders, and it details enterprise project management procedures in Project Web App as well as in Project Professional.
Chapter 25, is intended for team members, team leaders, and resource managers who use Project Web App to track and manage their work on projects. This chapter includes information about creating and accepting project tasks, reporting progress, working with timesheets, and viewing the overall project picture.
Chapter 26, is directed at project executives and other managing stakeholders who need to see the overall picture of proposals and projects, as well as resource and cost information. In this chapter, managing stakeholders learn how to use Project Web App to work with the portfolio, view the enterprise resource pool, and analyze the project and portfolio performance information.
Chapter 27, is designed for portfolio managers who set up the governance processes for portfolio and project management, focusing on selecting the right projects for the portfolio. This chapter describes designing the demand management system including workflows, optimizing the project portfolio by using strategic business drivers, and viewing and communicating portfolio information.
-
No Comment