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.