Microsoft Office Project Server 2007 unleashed

1319 Pages·2008·61.415 MB·English

by  QuantumPM (Firm)

QuantumPM, LLC
Microsoft Office
®
Project Server 2007
U N L E A S H E D
800 East 96th Street,Indianapolis,Indiana 46240 USA
Microsoft® Office Project Server 2007 Unleashed Associate Publisher
Copyright ©2008 by Sams Publishing Greg Wiegand
All rights reserved. No part of this book shall be reproduced,stored in a retrieval Acquisitions Editor
system,or transmitted by any means,electronic,mechanical,photocopying,recording, Loretta Yates
or otherwise,without written permission from the publisher. No patent liability is
assumed with respect to the use of the information contained herein. Although every Development Editor
precaution has been taken in the preparation of this book,the publisher and author Kevin Howard
assume no responsibility for errors or omissions. Nor is any liability assumed for
damages resulting from the use of the information contained herein. Managing Editor
Gina Kanouse
ISBN-13: 978-0-672-32921-0
ISBN-10: 0-672-32921-2 Project Editor
Library of Congress Cataloging-in-Publication Data on File Jake McFarland
Printed in the United States on America Copy Editor
First Printing: October 2007 Mike Henry
Trademarks Senior Indexer
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Contents at a Glance
Introduction to Enterprise Project Management...........................................1
Part I Initiating Microsoft Office Project Server 2007 Implementation
1 Enterprise Project Management Overview...................................................13
2 Understanding Microsoft Office Project Server 2007 as an
Enterprise Project Management Solution.....................................................33
3 Initiating Your EPM Implementation...........................................................51
Part II Planning Your Microsoft Office Project Server 2007 Implementation
4 Planning the Organizational Processes and Roles........................................67
5 Understanding Microsoft Office Project Server 2007 Architecture............125
6 Designing the Enterprise Project Management Solution
Architecture Details.....................................................................................157
Part III Implementing Microsoft Office Project Server 2007
7 Installing Microsoft Office Project Server 2007.........................................179
8 Configuring Your EPM Solution.................................................................199
9 Configuring Security Model Settings..........................................................213
10 Configuring Enterprise Custom Fields.......................................................237
11 Configuring Resource Attributes and Resource Pool..................................267
12 Configuring Calendars................................................................................299
13 Configuring Task and Time Management Settings....................................315
14 Standardizing Microsoft Office Project Professional 2007
Global Settings............................................................................................345
15 Configuring the Microsoft Office Project Web Access 2007 Interface......369
16 Configuring Operational Policies...............................................................387
17 Configuring Reporting and Analysis..........................................................405
18 Validating the EPM Configuration and Business Processes.......................451
Part IV Using Microsoft Office Project Server 2007
19 Using Microsoft Office Project Server 2007...............................................467
20 Allocating Resources for Work Assignments in Microsoft
Office Project Server....................................................................................499
21 Creating and Managing Proposals and Activity Plans...............................539
22 Creating and Managing Projects Using Project Professional 2007............553
23 Creating Project Dependencies Using Master Projects, Deliverables,
and Project Workspaces..............................................................................595
24 Reporting and Approving Time and Task Progress in Project
Web Access..................................................................................................621
25 Managing Projects in Project Center Using Project Web Access...............665
26 Managing Resources Using Resource Center in Project Web Access.........693
27 Microsoft Office Project Server 2007 Collaboration..................................709
28 Modifying Your Project Workspace............................................................743
29 Reporting and Analysis...............................................................................793
30 Using Microsoft Office 2007 Applications with Microsoft
Office Project Server....................................................................................821
31 Closing Projects in the EPM Solution........................................................847
Part V Project Server Administration Maintenance and Operations
32 Microsoft Office Project Server 2007 Administration................................861
33 WSS Central Administration......................................................................941
34 Queue Management....................................................................................977
35 Server Maintenance and Configuration Management..............................999
36 Backup and Recovery................................................................................1015
37 Troubleshooting Tools..............................................................................1045
38 Capacity Planning.....................................................................................1069
Part VI Integration and Customization
39 Integrating the Enterprise with Microsoft Servers...................................1089
40 Extending WSS 3.0 Project Workspace Through Code............................1097
41 Understanding Project Server Interface....................................................1117
42 Using Server-Side Events in Project Server 2007......................................1125
43 Understanding Workflow.........................................................................1141
44 Customizing and Creating Web Parts......................................................1179
45 VBA and the Project Guide.......................................................................1197
46 Reporting Customization..........................................................................1227
Index.........................................................................................................1267
Table of Contents
Introduction to Enterprise Project Management 1
Why We Wrote This Book..............................................................................1
How This Book Is Organized..........................................................................1
Who Should Read This Book..........................................................................6
Special Features of This Book.........................................................................8
Terms Included in This Book..........................................................................8
Part I Initiating Microsoft Office Project Server 2007 Implementation
1 Enterprise Project Management Overview 13
What’s New in 2007.....................................................................................14
Think Enterprise............................................................................................15
Understand the Application of Focus Areas.................................................18
Prepare Your Organization for Success.........................................................21
Manage the Organizational Change.............................................................27
Lessons Learned............................................................................................32
2 Understanding Microsoft Office Project Server 2007 as an
Enterprise Project Management Solution 33
Introduction to Microsoft Office Project Server 2007..................................34
Major Microsoft Office Project Web Access 2007 Features..........................34
Major Microsoft Office Project Professional 2007 Features.........................44
Understanding the Project Server 2007 Components.................................46
Lessons Learned............................................................................................49
3 Initiating Your EPM Implementation 51
Review and Incorporate Organizational Factors and Processes...................52
Authorize the Project....................................................................................57
Develop a Project Plan..................................................................................58
Lessons Learned............................................................................................62
Part II Planning Your Microsoft Office Project Server 2007 Implementation
4 Planning the Organizational Processes and Roles 67
Understand the Project Model Prior to Planning........................................68
Defining Your EPM Scope and Requirements..............................................70
vi Microsoft® Office Project Server 2007 Unleashed
Planning for Project Server Users and Roles................................................97
Planning Project Phases..............................................................................102
Deployment Rollout Planning....................................................................109
Migration Planning.....................................................................................113
Operational Policies and Processes Planning.............................................116
Finalizing and Communicating EPM Implementation Scope...................120
Lessons Learned..........................................................................................122
5 Understanding Microsoft Office Project Server 2007 Architecture 125
Infrastructure..............................................................................................125
Project Server 2007 Architecture................................................................128
Data Flow Architecture...............................................................................136
In-Hosting Versus Out-Hosting..................................................................136
Scalability and Availability.........................................................................139
Security........................................................................................................147
Add-ins for Project Server 2007..................................................................155
Lessons Learned..........................................................................................156
6 Designing the Enterprise Project Management Solution
Architecture Details 157
Creating an Architectural Plan...................................................................157
Hardware Considerations...........................................................................169
Network Considerations.............................................................................171
Virtualization Considerations.....................................................................172
Licensing Considerations............................................................................173
Multiple Instances of Project Server...........................................................174
Lessons Learned..........................................................................................175
Part III Implementing Microsoft Office Project Server 2007
7 Installing Microsoft Office Project Server 2007 179
Pre-Installation Considerations..................................................................180
Installation Options....................................................................................181
Pre-Installation Checklist............................................................................183
Order of Installation...................................................................................185
Post-Installation Options............................................................................187
Validating Your Installation........................................................................194
Supporting Multiple Languages..................................................................197
Lessons Learned..........................................................................................197
Contents vii
8 Configuring Your EPM Solution 199
Reviewing Business Requirements and Communicating EPM Progress....199
General Approach.......................................................................................201
Project and Program Management.............................................................203
Resource Management................................................................................204
Defining Your Security Model Approach...................................................208
Reporting and Analysis...............................................................................208
Collaboration and Artifact Management...................................................209
Feature Administration...............................................................................209
Lessons Learned..........................................................................................210
9 Configuring Security Model Settings 213
Setting Your Enterprise Project Web Access Permissions...........................214
Mapping Your Roles....................................................................................216
Understanding Security Templates.............................................................217
Configuring Security Groups......................................................................219
Creating Categories.....................................................................................221
Associating Groups and Categories............................................................230
Assigning Resources to Proper Groups.......................................................231
Synchronizing with Active Directory.........................................................232
Migrating Security Model Settings.............................................................234
Lessons Learned..........................................................................................236
10 Configuring Enterprise Custom Fields 237
Overview of Enterprise Custom Fields.......................................................237
Creating Enterprise Custom Fields and Lookup Tables.............................239
Defining Project Custom Fields..................................................................250
Defining Resource Custom Fields...............................................................254
Defining Task Custom Fields......................................................................259
Configuring Multivalue Fields....................................................................262
Lessons Learned..........................................................................................264
11 Configuring Resource Attributes and Resource Pool 267
Configuring the Resource Breakdown Structure........................................267
Configuring the Enterprise Resource Pool.................................................274
Configuring Teams......................................................................................294
Lessons Learned..........................................................................................296
viii Microsoft® Office Project Server 2007 Unleashed
12 Configuring Calendars 299
Introduction to Enterprise Global Calendars.............................................299
Designing Project Calendars.......................................................................308
Designing Resource Calendars....................................................................308
Designing Task Calendars...........................................................................311
Lessons Learned—Calendars.......................................................................311
13 Configuring Task and Time Management Settings 315
Assessing Your Organization Business Requirements................................315
Understanding Configuration Options......................................................321
Configuring Time and Task Management Settings....................................325
Lessons Learned..........................................................................................344
14 Standardizing Microsoft Office Project Professional 2007 Global Settings 345
Understanding Enterprise Global Connection Profiles..............................345
Configuring Enterprise Global Settings......................................................351
Lessons Learned..........................................................................................366
15 Configuring the Microsoft Office Project Web Access 2007 Interface 369
Understanding Microsoft Office Project Web Access 2007
Configuration...........................................................................................369
Configuring Site Settings............................................................................370
Configuring the Quick Launch Links.........................................................375
Configuring the Home Page Using Web Parts...........................................377
Configuring Grouping Formats..................................................................380
Configuring Gantt Chart Formats..............................................................383
Lessons Learned..........................................................................................385
16 Configuring Operational Policies 387
Configuring Alerts and Reminders.............................................................387
Configuring Additional Server Settings......................................................389
Configuring Server-Side Event Handlers....................................................395
Configuring Active Directory Resource Pool Synchronization..................396
Configuring Project Workspaces.................................................................398
Configuring Project Workspace Provisioning Settings...............................400
Lessons Learned..........................................................................................401
17 Configuring Reporting and Analysis 405
Project Web Access Views...........................................................................405
Project Professional Views..........................................................................435
Contents ix
Project Professional Reports—Basic and Visual..........................................436
SQL Server Reporting Services....................................................................441
Lessons Learned..........................................................................................449
18 Validating the EPM Configuration and Business Processes 451
Introduction to EPM Implementation Validation.....................................451
Validating Your Business Processes.............................................................452
Lessons Learned..........................................................................................464
Part IV Using Microsoft Office Project Server 2007
19 Using Microsoft Office Project Server 2007 467
Introducing Microsoft Office Project Server 2007.....................................467
Executives....................................................................................................479
Project Managers.........................................................................................480
Program Managers......................................................................................488
Portfolio Managers......................................................................................489
Resource Managers......................................................................................492
Team Members............................................................................................494
Administrators............................................................................................496
Lessons Learned..........................................................................................497
20 Allocating Resources for Work Assignments in Microsoft
Office Project Server 499
Overview of Resource and Work Assignments...........................................500
Understanding the Differences Between Resources and Assignments
in the Database.........................................................................................507
Understanding Enterprise Resource Attributes...........................................510
Building a Team..........................................................................................516
Resource Substitution.................................................................................524
Methods for Viewing Resource Work Allocation.......................................527
Using Resource Plans..................................................................................532
Lessons Learned..........................................................................................537
21 Creating and Managing Proposals and Activity Plans 539
Advantages and Limitations of Using Proposals and Activity Plans.........540
Creating Proposals and Activity Plans........................................................542
Lessons Learned..........................................................................................551