Implement, customize and extend Microsoft Project Portfolio Management solution, built on top of SharePointJan Kalis@MeetJKalis, jan.kalis@umt360.com Director, Partner Network and Product Management

SPC376

What this session focuses on from the typical implementation process?

User training and

driving adoption

PPM system configuration to “meet”

with the methodolog

y

Choose between on-premises or

online

PPM methodolog

y implementat

ion

Envisioning and

planning

Implement, customize and extend Microsoft Project Portfolio Management solution, built on top of SharePointJan Kalis@MeetJKalis, jan.kalis@umt360.com Director, Partner Network and Product Management

AgendaWhat is Project and Portfolio ManagementComponents of the Microsoft PPMDeeper dive on configuring typical entities and functionalityTouch on extensibilityBeyond Project and Portfolio Management

Project and Portfolio Management

Project & Portfolio ManagementWhat is it?The practice of identifying, selecting and managing a portfolio of projects that align to strategic objectives and honor resource constraints

PPM delivers Executive alignment on strategyInvestment guidance to maximize ROIManagement of risks and resourcesQuick, objective decision-makingEnhanced visibility and communications

Ad-hocTeam collaborationCommunicationArtifact management

Semi-FormalSOME Methodologies and processesStandards

FormalMethodologies, processesStandards, complianceKey performance indicators

SPC242 - Project and Portfolio Management in the Cloud

SPC262 - Efficient planning, reporting and decision making with Project Pro for Office 365

SharePoint Conference 2014 resources for Microsoft Project

Project Booth @ Expo Hall

Key terms used in this session

Microsoft Project is a brand that encompasses multiple modern online and on-premises products

Microsoft Project and Portfolio Management (PPM) is a solution comprising from one or more Microsoft Project products

Components of the Microsoft PPM

Components of the Microsoft PPM

Program Management

DemandManagement

Portfolio Analytics & Selection

TimeReporting

Issues & RiskManagement

Business Intelligence & Reporting

Team Collaboration & Social

Financial Management

Resource Management

Schedule Management

Microsoft PPM

Implementation and adoption is a journey - envisioning and proper planning is THE key!

High-level implementation process

User training and

driving adoption

PPM system configuration to “meet”

with the methodolog

y

Choose between on-premises or

online

PPM methodolog

y implementat

ion

Envisioning and

planning

PPM envisioning and methodology implementation optionsMicrosoft Consulting Services

Microsoft PPM is backed by network of hundreds of partners in over 80 countries worldwide Customers can reach out directly to PPM partnersSharePoint partners who want to build or are building PPM practice can benefit from PPM competencyMore www.Microsoft.com/Project, then click Partners

High-level implementation process

User training and

driving adoption

PPM system configuration to “meet”

with the methodolog

y

On-premises or

online?

PPM methodolog

y implementat

ion

Envisioning and

planning

On-premises or online and physical server installation and configuration - ResourcesMicrosoft TechNetOnline and On-Premises Solutions for Project Server 2013 (white paper)http://technet.microsoft.com/en-us/library/dn217893 Core documentation for Planning, Deploying and Operatinghttp://technet.microsoft.com/ProjectServer Project 2013 training for IT pros and developers: Module 7 to 9http://technet.microsoft.com/en-us/projectserver/jj906608

Microsoft Project Conference 2014 http://channel9.msdn.com/Events/Project/2014 PC238 - ROI: Accelerating your time to value with Project Online PC214 - How to get up and running with Project Server 2013 for beginnersPC247 - Project Server 2013 - administration for IT Professionals and PMOPC315 - Get over the hurdles - Upgrade and Migration to Microsoft Project Server 2013PC319 - The Great Database Consolidation, Project Server 2010 to 2013 Migration in 8 Easy Steps

High-level implementation process

User training and

driving adoption

PPM system configuration to “meet”

with the methodolog

y

On-premises or

online?

PPM methodolog

y implementat

ion

Envisioning and

planning

Deeper dive on configuring typical entities and functionality

a.k.a. Where PPM system configuration to “meets” with the methodology

Typically configured entities/functionality …The Getting StartedProject/Portfolio Metadata and ViewsBuilding ReportsDemand Management - Managing Project Lifecycle

Deeper dive on configuring typical entities and functionality:

The Basics

DEMO:The Basics

The Basics - Resources

Project Online – getting startedhttp://office.microsoft.com/en-us/project-server-help/get-started-with-project-online-HA102858793.aspx

Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC251 - How to get started with Project Online and Project Pro for Office 365

Deeper dive on configuring typical entities and functionality:

Project/Portfolio Metadata and Views

DEMO:Project/Portfolio Metadata and Views

Deeper dive on configuring typical entities and functionality:

Building Reports

Business Intelligence in Microsoft ProjectPowerful reports and infrastructures for stunning interactive reporting ranging form Project to Portfolio ManagersSPC262 - Efficient planning, reporting and decision making with Project Pro for Office 365

Project Desktop (Project Standard 2013, Project Professional 2013, Project Pro for Office365)Project Manager’s view, including Master Project consolidated reports, no Programs or Portfolio Views

Project Online and Project Server 2013Portfolio reports across the whole organization – including progress, resources, costs, work, baseline,…

26

DEMO:Building business intelligence reports

Business Intelligence ResourcesMicrosoft TechNetProject 2013 training for IT pros and developers: Module 5http://technet.microsoft.com/en-us/projectserver/jj906608 Querying OData feeds for Project Server 2013 reporting datahttp://msdn.microsoft.com/en-us/library/office/jj163048 Use Excel 2013 to create a new Project Online reporthttp://office.microsoft.com/en-us/project-server-help/use-excel-2013-to-create-a-new-project-web-app-report-HA102923779.aspx

Microsoft SharePoint Conference 2014SPC242 - Project and Portfolio Management in the Cloud

Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC248 - Real World Reports: Business Intelligence in Project Online and Project Server 2013PC329 - Business Intelligence infrastructure deep dive in Project Online and Project Server 2013

Deeper dive on configuring typical entities and functionality:

Project Lifecycle

Typical Project Lifecycle

PlanSelectCreate Manage

Demand Mgmt

Portfolio Mgmt

Work PlanningResource Mgmt

Collaboration & ReportingTime Mgmt

Project LifecycleGuiding process that “meets” the methodology for particular project type – from capture/initiation through selection to planning and managingTypically follows the customer business process or methodology requirementsConsists of Phases, Stages, Project Detail Pages (SharePoint page with Web Parts), Specific Custom Fields and Workflow

Microsoft PPM supports declarative workflows and using Microsoft Visio 2013 and SharePoint Designer 2013Projects/Proposals can origin from SharePoint list items (a.k.a. Ideation solution)

DEMO:Project Lifecycle

Project Lifecycle & Workflow ResourcesMicrosoft TechNetProject 2013 training for IT pros and developers: Module 10http://technet.microsoft.com/en-us/projectserver/jj906608

Getting started developing Project Server 2013 workflowshttp://msdn.microsoft.com/en-us/library/office/ee767694.aspx How to: Create a Project Server workflow for Demand Managementhttp://msdn.microsoft.com/en-us/library/office/jj163494 Hitchhiker's Guide to Demand Management in Project Server 2013 (white paper)http://msdn.microsoft.com/en-us/library/ff973112.aspx

Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC327 - Workflow deep dive in Project Online and Project Server 2013PC321 - Designing Project lifecycles and workflows in Project Online and Project Server 2013

Section recapThe Getting Started Project/Portfolio Metadata and ViewsBuilding ReportsManaging Project Lifecycle

Need more?Touch on extensibility

Applications Suites & services

New Class Of Solutions Possible With The Cloud

Apps Galore!

DEMO:Office Store

More resourcesMicrosoft TechNet / MSDNProject 2013 training for IT pros and developers: Module 12 and Module 13http://technet.microsoft.com/en-us/projectserver/jj906608

Follow Programmability blog http://blogs.msdn.com/project_programmability Study the New Project, Office, SharePoint dev docs http://msdn.Microsoft.com/project, http://msdn.Microsoft.com/office and http://msdn.Microsoft.com/sharepoint Admire the existing apps in the Store http://office.microsoft.com/store

Microsoft Project Conference 2014http://channel9.msdn.com/Events/Project/2014PC278 - Charge-up Microsoft Project with Apps PC404 - Microsoft Project desktop extensibility - building and selling Apps for Project to millions of users PC303 - Developer to developer - learn the Microsoft Project Online and Server extensibilityPC312 - Apps for Project - Top 10 success factorsPC403 - Extending Project Online and on-premises with JavaScript Apps

Beyond Project and Portfolio Management

Think outside of traditional PPM

Enterprise Portfolio Management

Application (Development)

Lifecycle ManagementInnovation Process

ManagementLine of Business

Integration Financial Intelligence

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SummaryProject and Portfolio Management todayComponents of the Microsoft PPMDeeper dive on configuring typical entities and functionalityTouch on extensibilityBeyond Project and Portfolio Management

Resources and next steps!Microsoft Project Product Information - http://www.microsoft.com/project

Partner-Led Trial http://aka.ms/project/partnerledtrial

TechNet http://technet.microsoft.com/projectserver

MSDN http://msdn.microsoft.com/project Forums http://social.technet.microsoft.com/Forums/en-US/category/project

Microsoft Project Conference 2014Sessions http://channel9.msdn.com/Events/Project/2014

Microsoft SharePoint Conference 2014SessionsProject Booth in the Expo Hall, Ask the Experts

Q&A

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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.