Project Server Conference 2006

Report on Key Benefits for Delta DentalQuoc Le

Carl Paul

Beverly Powell

Chris Custer

Slide - 2

Quick Hits on P12 Integration is the Main Story

Across the Data Platform

Among Reporting Tools

With SharePoint and with Office 12

Great New Features

Example: Multi-Level Un-do

Resource Plans

Proposals

Centralized Scheduling Engine

Slide - 3

Other Key Stories

TimeControl timesheets third-party add-in lets Delta do allocated costs

UMT Portfolio Management acquired by Microsoft — permits greatly increased IT and portfolio governance

IIL Training capabilities could supplement our services

Quantum PM Schedule Auditor could enhance our services

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How Big is P12?

“…is this a breadbasket or a refrigerator or is it something in between, bigger than a breadbasket, smaller than a refrigerator. Mike [Anguillo, project manager] says this is a sub zero, this is the biggest set of innovations we've done in Project in a long, long, long time. ”

– Steve Ballmer

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Enterprise-Ready Performance

PWA is now a SharePoint site

Improved Error logging

Dashboard can be customized at home page

UMT Portfolio Management

Pairwise comparisons of drivers, projects, constraints

Scatter diagrams

Efficient frontier diagram

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PWA for the Enterprise

In P12, a user group can have a different look and feel applied to its PWA home page and customized by the Project Server Administrator.

Example:1. An executive group can have its PWA site

include Key Performance Indicators (KPI) for Portfolio Enterprise Projects

2. PM and Team members group can have their PWA site include Milestone Status reports

Note: Sharepoint Portal services and Score Card Server will need to be included with P12 in order to create KPI.

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Enterprise-Ready Performance - 2

Architecture – new .NET middle layer Includes timesheets that are a separate module,

but which can be integrated into your accounting rules

Support for PM Maturity Process Understand scheduling through visibility of actions,

using multi-level undo Admin Time becomes a task itself or resource

exception

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Enterprise-Ready Performance - 3

Maintenance/Ops time is a separate task — no Admin Plans needed!

Integration with Outlook and other Office tools, no ActiveX interaction needed: speeds delivery of forms to users in the formats/tools that they are used to

Has been road-tested with huge projects Stryker Project 300,000 tasks 30,000 cross project links

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Enterprise-Ready Performance - 4

Project 2003 P12

LAN WAN LAN WAN

Open file-1 34s >1000s 70s 80s

file-2 35s >1000s 12s 17s

Full save 22s >1000s 22s 22s

Assumptions: Medium project (1,800 tasks, 200 resources, 9,000 assignments). P2003 uses a terminal server across the WAN.

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Portfolio Management in P12 - 1

The “Proposals” area in PWA gives you a quick start with a project schedule

Use before an “official” project

• Costs may increase

• Knowledge gained at this phase not needed for long term

• Only need “partial” schedules, as you are not required to complete a full set of dates

• All time, all work IS tracked

The “TeamBuilder” webpart will show resource availability, if you have permissions

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Portfolio Management in P12 - 2

Resource Plan

New feature: FTE unit for resources

Helps track work, deliverables, assignments

New Feature: Deliverables

Like Milestones, but independently tracked

Can be linked between projects

Not for tracking costs (done separately)

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Portfolio Management in P12 - 3

Support for Master Projects

Architecturally, Peak Load support

Real-Time reporting

Drill-in-place for sub-projects within Project Center

Dependencies (live-links with drill-down)

Easy integration and automation Extend the program with unlimited custom

fields

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Portfolio Management in P12 - 4

More support for Master Projects

Rich Events Workflow Engine

Unified SharePoint

Multiple tracking of costs with timephasing of resources, tasks, etc.

Visibility and Insight tools Enterprise reports from SQL

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P12 Timesheets - 1

Standalone package

Different fiscal periods supported

Billable/non-billable time supported, as well as overtime

Maximum 24 hours per day entry per resource

Future time reporting

More timesheets views

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P12 Timesheets - 2

Can have two tasks with the same name

Can start next week’s task this week

Can set a resource as his or her own timesheet approver

Allows administrative time/calendar exceptions

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P12 Timesheets - 3

Approvals & Audits — Now possible

“Surrogate Timesheets” For business users — will let PM do their

timesheets For all — will allow easy vacation substitutes

Closing Tasks enabled

Resources now have a “Timesheets Manager” (does the global permissions) and a “Default Assignments Owner” (progresses the tasks)

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More on P12 Timesheets

Can bulk create (but not bulk-delete!) 52 weeks of timesheets

Workflow-based

Accept

Reject

Recall

Administrative Time with restrictions on who approves and the effects on availability

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Answers to Our Questions

TimeControl (add-in module)

Tracks Allocated Costs as we do

Allows import/export of Excel and flat files

Is process-oriented (customizable)

Example: rejected timesheets imports can follow a review/exception process that you design

Allows procedures with vendors for faster payment and resulting discounts

Integrates with P12, Project 2003, Primavera, Mercury, and other well known PMIS packages

$120 a license in volume purchases over 100

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UMT Portfolio Management Portfolio Planner: Designed to balance and align

resource utilization with business demands, while allowing the flexibility to create multiple scheduling and resource capacity scenarios

Portfolio Dashboard: Designed to achieve full visibility over the status of project portfolios, enabling clients to make timely, fact-based decisions that optimize their companies' performance

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UMT Portfolio Management (continued)

Portfolio Builder: Designed as a single data-entry point to capture everything you need to know on each proposed project, from investment cost and benefits, to scope, dependencies, risk and alignment, to strategic objectives, which can then be used to generate business cases

Portfolio Optimizer: Designed to assist clients in aligning their project portfolio with business strategy and in optimizing the portfolio against multiple constraints, including cost and resource (See next slide)

Works with P12, Project Pro 2003, Primavera, Mercury, other PMIS packages

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UMT Portfolio Management (continued)

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Project Pro Usability Scheduling is more Transparent

Visibility of the effect of changes: color-coded

Task drivers: warnings re “specialness” of tasks

New Templates/Visual Reports, using Excel reports with charts and graphs for reporting

Better data connectivity between Project Server and Project Pro:

Web service calls for data (v. ODBC)

Incremental saves of data, even better performance

Faster opening of files

Use of local caching will improve response times

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Project Pro Usability (continued)

More and better canned reports for Project Pro

More visual data, more easily available through Excel charts (integration with reports)

Slide - 24

Questions?

Perhaps some answers

Reference materials

Handouts from vendors and conference program

DVDs are on the way