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Project Server Conference 2006. Report on Key Benefits for Delta Dental Quoc Le Carl Paul Beverly Powell Chris Custer. 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

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Project server conference 2006

Project Server Conference 2006

Report on Key Benefits for Delta Dental

Quoc Le

Carl Paul

Beverly Powell

Chris Custer

Quick hits on p12
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

Other key stories
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

How big is p12
How Big isP12?

“…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

Enterprise ready performance
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

Pwa for the enterprise
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:

    • An executive group can have its PWA site include Key Performance Indicators (KPI) for Portfolio Enterprise Projects

    • 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.

Enterprise ready performance 2
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

Enterprise ready performance 3
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

Enterprise ready performance 4
Enterprise-Ready Performance - 4

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

Portfolio management in p12 1
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

Portfolio management in p12 2
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)

Portfolio management in p12 3
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

Portfolio management in p12 4
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

P12 timesheets 1
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

P12 timesheets 2
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

P12 timesheets 3
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)

More on p12 timesheets
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

Answers to our questions
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

Umt portfolio management
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

Umt portfolio management continued
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

Project pro usability
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

Project pro usability continued
Project Pro Usability (continued)

  • More and better canned reports for Project Pro

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


  • Perhaps some answers

  • Reference materials

    • Handouts from vendors and conference program

    • DVDs are on the way