Microsoft Office Project Server 2007 Unleashed

Microsoft Office Project Server 2007 Unleashed......Page 1
Table of Contents......Page 6
How This Book Is Organized......Page 24
Who Should Read This Book......Page 29
Terms Included in This Book......Page 31
Part I: Initiating Microsoft Office Project Server 2007 Implementation......Page 34
1 Enterprise Project Management Overview......Page 36
What’s New in 2007......Page 37
Think Enterprise......Page 38
Understand the Application of Focus Areas......Page 41
Prepare Your Organization for Success......Page 44
Manage the Organizational Change......Page 50
Lessons Learned......Page 55
2 Understanding Microsoft Office Project Server 2007 as an Enterprise Project Management Solution......Page 56
Major Microsoft Office Project Web Access 2007 Features......Page 57
Major Microsoft Office Project Professional 2007 Features......Page 67
Understanding the Project Server 2007 Components......Page 69
Lessons Learned......Page 72
3 Initiating Your EPM Implementation......Page 74
Review and Incorporate Organizational Factors and Processes......Page 75
Authorize the Project......Page 80
Develop a Project Plan......Page 81
Lessons Learned......Page 85
Part II: Planning Your Microsoft Office Project Server 2007 Implementation......Page 88
4 Planning the Organizational Processes and Roles......Page 90
Understand the Project Model Prior to Planning......Page 91
Defining Your EPM Scope and Requirements......Page 93
Planning for Project Server Users and Roles......Page 120
Planning Project Phases......Page 125
Deployment Rollout Planning......Page 132
Migration Planning......Page 136
Operational Policies and Processes Planning......Page 139
Finalizing and Communicating EPM Implementation Scope......Page 143
Lessons Learned......Page 145
Infrastructure......Page 148
Project Server 2007 Architecture......Page 151
In-Hosting Versus Out-Hosting......Page 159
Scalability and Availability......Page 162
Security......Page 170
Add-ins for Project Server 2007......Page 178
Lessons Learned......Page 179
Creating an Architectural Plan......Page 180
Hardware Considerations......Page 192
Network Considerations......Page 194
Virtualization Considerations......Page 195
Licensing Considerations......Page 196
Multiple Instances of Project Server......Page 197
Lessons Learned......Page 198
Part III: Implementing Microsoft Office Project Server 2007......Page 200
7 Installing Microsoft Office Project Server 2007......Page 202
Pre-Installation Considerations......Page 203
Installation Options......Page 204
Pre-Installation Checklist......Page 206
Order of Installation......Page 208
Post-Installation Options......Page 210
Validating Your Installation......Page 217
Lessons Learned......Page 220
Reviewing Business Requirements and Communicating EPM Progress......Page 222
General Approach......Page 224
Project and Program Management......Page 226
Resource Management......Page 227
Reporting and Analysis......Page 231
Feature Administration......Page 232
Lessons Learned......Page 233
9 Configuring Security Model Settings......Page 236
Setting Your Enterprise Project Web Access Permissions......Page 237
Mapping Your Roles......Page 239
Understanding Security Templates......Page 240
Configuring Security Groups......Page 242
Creating Categories......Page 244
Associating Groups and Categories......Page 253
Assigning Resources to Proper Groups......Page 254
Synchronizing with Active Directory......Page 255
Migrating Security Model Settings......Page 257
Lessons Learned......Page 259
Overview of Enterprise Custom Fields......Page 260
Creating Enterprise Custom Fields and Lookup Tables......Page 262
Defining Project Custom Fields......Page 273
Defining Resource Custom Fields......Page 277
Defining Task Custom Fields......Page 282
Configuring Multivalue Fields......Page 285
Lessons Learned......Page 287
Configuring the Resource Breakdown Structure......Page 290
Configuring the Enterprise Resource Pool......Page 297
Configuring Teams......Page 317
Lessons Learned......Page 319
Introduction to Enterprise Global Calendars......Page 322
Designing Resource Calendars......Page 331
Lessons Learned—Calendars......Page 334
Assessing Your Organization Business Requirements......Page 338
Understanding Configuration Options......Page 344
Configuring Time and Task Management Settings......Page 348
Lessons Learned......Page 367
Understanding Enterprise Global Connection Profiles......Page 368
Configuring Enterprise Global Settings......Page 374
Lessons Learned......Page 389
Understanding Microsoft Office Project Web Access 2007 Configuration......Page 392
Configuring Site Settings......Page 393
Configuring the Quick Launch Links......Page 398
Configuring the Home Page Using Web Parts......Page 400
Configuring Grouping Formats......Page 403
Configuring Gantt Chart Formats......Page 406
Lessons Learned......Page 408
Configuring Alerts and Reminders......Page 410
Configuring Additional Server Settings......Page 412
Configuring Server-Side Event Handlers......Page 418
Configuring Active Directory Resource Pool Synchronization......Page 419
Configuring Project Workspaces......Page 421
Configuring Project Workspace Provisioning Settings......Page 423
Lessons Learned......Page 424
Project Web Access Views......Page 428
Project Professional Views......Page 458
Project Professional Reports—Basic and Visual......Page 459
SQL Server Reporting Services......Page 464
Lessons Learned......Page 472
Introduction to EPM Implementation Validation......Page 474
Validating Your Business Processes......Page 475
Lessons Learned......Page 487
Part IV: Using Microsoft Office Project Server 2007......Page 488
Introducing Microsoft Office Project Server 2007......Page 490
Executives......Page 502
Project Managers......Page 503
Program Managers......Page 511
Portfolio Managers......Page 512
Resource Managers......Page 515
Team Members......Page 517
Administrators......Page 519
Lessons Learned......Page 520
20 Allocating Resources for Work Assignments in Microsoft Office Project Server......Page 522
Overview of Resource and Work Assignments......Page 523
Understanding the Differences Between Resources and Assignments in the Database......Page 530
Understanding Enterprise Resource Attributes......Page 533
Building a Team......Page 539
Resource Substitution......Page 547
Methods for Viewing Resource Work Allocation......Page 550
Using Resource Plans......Page 555
Lessons Learned......Page 560
21 Creating and Managing Proposals and Activity Plans......Page 562
Advantages and Limitations of Using Proposals and Activity Plans......Page 563
Creating Proposals and Activity Plans......Page 565
Lessons Learned......Page 574
Creating Your Project Schedule......Page 576
Building Your Project Team......Page 583
Performing Resource Substitution......Page 597
Saving and Publishing to the Enterprise Server......Page 606
Important Enterprise Fields for Managing Your Project......Page 608
Getting Project Updates from Your Resources......Page 611
Working Offline......Page 613
Lessons Learned......Page 616
Using Master Projects......Page 618
Using Deliverables and Dependencies......Page 630
Lessons Learned......Page 641
24 Reporting and Approving Time and Task Progress in Project Web Access......Page 644
Understanding Project Server Time-Tracking Functions......Page 645
Defining a Simple Example to Understand Project Server Time Tracking......Page 649
Using My Timesheets in Project Web Access......Page 650
Approving Timesheets and Administrative Time in Project Web Access......Page 663
Using My Tasks in Project Web Access......Page 666
Approving Task Status in Project Web Access 2007......Page 676
Using Both Timesheet and Task Sheet Reporting Methods Together......Page 684
Lessons Learned......Page 685
Introducing the Project Center......Page 688
Using Project Center Views......Page 690
Using the Build Team and Resource Plan......Page 692
Edit Projects in Project Center......Page 695
Close Tasks to Update......Page 697
Project Center Settings......Page 698
Working with the Gantt Chart......Page 703
Project Center Printing......Page 705
Project Center Export to Excel......Page 706
Checking In Projects......Page 707
Collaboration Using Project Center......Page 709
Project Workspace......Page 710
Issues......Page 711
Using Documents......Page 712
Using Deliverables......Page 713
Lessons Learned......Page 714
26 Managing Resources Using Resource Center in Project Web Access......Page 716
Resource Center Settings......Page 717
Using Resource Center Views......Page 720
Opening the Enterprise Resource Pool......Page 721
Editing Resources in Resource Center......Page 722
Using Bulk Edit to Edit Resources......Page 723
Viewing Resource Availability......Page 724
Viewing Resource Assignments......Page 727
Printing from Resource Center......Page 729
Lessons Learned......Page 730
Project Web Access vs. WSS 3.0 Project Workspaces......Page 732
Collaboration Using WSS 3.0 Project Workspace......Page 733
Using Project Web Access 2007 Collaborative Features......Page 755
Using Collaboration in Project Professional......Page 762
Lessons Learned......Page 764
Managing WSS 3.0 Project Workspaces......Page 766
Customizing WSS 3.0 Project Workspace......Page 783
Associating Workflow with a List......Page 803
Creating Non-Project-Related WSS Sites......Page 807
Working with Web Parts......Page 810
Lessons Learned......Page 813
Overview of Reporting in Microsoft Office Project Server 2007......Page 816
Using Project Professional 2007 Visual Reports......Page 818
Using Data Analysis Views......Page 823
Using SQL Server Reporting Services......Page 837
Lessons Learned......Page 842
30 Using Microsoft Office 2007 Applications with Microsoft Office Project Server......Page 844
Using Project Web Access and Project Professional with Individual Office Applications......Page 845
Project Workspaces and Shared Office Integration......Page 855
Project Workspace Integration with Individual Office Applications......Page 862
Lessons Learned......Page 869
31 Closing Projects in the EPM Solution......Page 870
Closing a Project......Page 871
Final Reporting......Page 875
Performing Project Retrospective—Lessons Learned......Page 877
Lessons Learned......Page 878
Part V: Project Server Administration Maintenance and Operations......Page 882
Project Web Access 2007 Server Settings Overview......Page 884
Managing Security......Page 889
Managing Enterprise Data......Page 902
Managing Database Administration......Page 913
Managing Look and Feel......Page 920
Managing the Cube......Page 932
Managing Time and Task Management......Page 936
Managing the Queue......Page 946
Managing Operational Policies......Page 950
Lessons Learned......Page 960
33 WSS Central Administration......Page 964
Using WSS Central Administration......Page 965
Operations Tab......Page 970
Application Management Tab......Page 987
Lessons Learned......Page 998
Understanding the Queue......Page 1000
Modifying the Queue View......Page 1009
Managing Queue Jobs......Page 1012
Managing Queue Settings......Page 1015
Lessons Learned......Page 1019
Monitoring Project Server and Windows SharePoint Services......Page 1022
Maintaining Project Server 2007 SQL Server Databases......Page 1029
Patching......Page 1033
Lessons Learned......Page 1035
Understanding Backup and Recovery Strategies......Page 1038
Using SharePoint Central Administration for Backup and Restore......Page 1043
Using the Project Server 2007 Archive Database for Content Backup and Restore......Page 1054
Using SharePoint Versioning and Recycle Bins......Page 1062
Lessons Learned......Page 1065
37 Troubleshooting Tools......Page 1068
Troubleshooting Application and Client Layers......Page 1069
Using the Project Server Tools for Troubleshooting......Page 1077
Using Windows System Tools to Diagnose Problems......Page 1084
Troubleshooting Project Server with Windows SharePoint Services......Page 1087
Lessons Learned......Page 1090
38 Capacity Planning......Page 1092
System Hardware/Architecture Instance Design......Page 1094
Planning for Growth......Page 1101
Monitoring for Growth......Page 1102
Ongoing System Concerns......Page 1103
Lessons Learned......Page 1107
Part VI: Integration and Customization......Page 1110
The Many Levels of Integration......Page 1112
Integration with Microsoft Office Project Portfolio Server 2007......Page 1113
Integration with Microsoft Office SharePoint Server 2007......Page 1114
Integration with Microsoft Performance Point Server......Page 1115
Integration with Microsoft Office Groove Server 2007......Page 1116
Integration with Microsoft Office 2007......Page 1117
Lessons Learned......Page 1118
WSS Customization......Page 1120
Template Location and Structure......Page 1121
Creating a New WSS Site Definition......Page 1122
Adding a Custom List to Your Definition......Page 1125
Using SharePoint Designer to Customize WSS......Page 1133
Lessons Learned......Page 1137
What Is the PSI?......Page 1140
When to Use the PSI......Page 1143
How to Use the PSI......Page 1144
Lessons Learned......Page 1146
Project Server Event Handlers......Page 1148
Project Server Event Catalog......Page 1149
Providing and Using Event Data......Page 1150
Creating an Event Handler......Page 1151
Lessons Learned......Page 1162
Workflow in EPM......Page 1164
When to Use Workflow......Page 1166
No-Code Workflow......Page 1168
Advanced Custom Workflow......Page 1176
Lessons Learned......Page 1199
Web Part Basics......Page 1202
Using and Customizing Existing Web Parts......Page 1206
Creating Custom Web Parts......Page 1207
Advanced Web Part Techniques......Page 1216
Lessons Learned......Page 1219
Recording Macros......Page 1220
Assigning the Macro to a Toolbar Button......Page 1222
Viewing and Editing VBA Code......Page 1223
Project and Application Events......Page 1227
Debugging VBA Code......Page 1231
The Project Object Model......Page 1233
Security and Certificates......Page 1234
Moving Tasks in VBA......Page 1238
Undo Transactions......Page 1241
Working with Custom Fields and Outline Codes......Page 1245
Overview of the Project Guide and Customization......Page 1246
Lessons Learned......Page 1248
46 Reporting Customization......Page 1250
Extending the Cube......Page 1251
Using SQL Reporting Services with Microsoft Office Project Server 2007......Page 1257
Lessons Learned......Page 1286
A......Page 1290
B......Page 1292
C......Page 1293
D......Page 1295
E......Page 1297
F......Page 1299
H......Page 1300
I–J......Page 1301
M......Page 1302
O......Page 1304
P......Page 1305
Q......Page 1310
R......Page 1311
S......Page 1313
T......Page 1315
V......Page 1317
W......Page 1318
X–Z......Page 1319