Enterprise Project Management Using Microsoft� Office Project Server 2007: Best Practices for Implementing an EPM Solution

by Hagit Landman

Overview

Enterprise Project Management (EPM) is a methodology that combines standardized project management processes and supporting tools to better meet an organization's project or program management goals. Microsoft Office Project Server 2007, together with its SharePoint technology, are some of the best EPM supporting tools available. Enterprise Project Management Using Microsoft® Office Project Server 2007 presents an effective EPM methodology that uniquely combines the use of these processes and supporting tools. It takes users step-by-step through each stage of an EPM solution implementation. Based on the author's extensive experience, it provides the principles, processes, best practices, and detailed instruction needed to define, implement, and deploy an EPM solution in your organization using Office Project Server 2007 and other EPM supporting tools. Greater visibility, insight, and control across all projects and programs, enhanced decision-making, improved alignment with business strategies, better communication, optimal resource utilization and increased opertional efficiency are among the many benefits of implementing an EPM solution. However, implementing an EPM solution that combines project management methodology and supporting tools to enable all project stakeholders in your organization to perform the defined processes effectively is not a simple task unless there is detailed instruction and guidance based on practical experience. This is the first book to provide instruction on how to implement an EPM solution in an organization based on the Project Management Institute's standardized processes and how to configure the supporting tools from Microsoft products and solutions. PMO professionals, business analysts, program and project managers, project teams and stakeholders will find this unique manual invaluable.

Product Details

ISBN-13:	9781932159974
Publisher:	Ross, J. Publishing, Incorporated
Publication date:	07/01/2008
Pages:	448
Product dimensions:	7.50(w) x 9.25(h) x 1.10(d)

About the Author

Hagit Landman, PMP, is a program management consultant with more than 17 years of experience in multi-disciplinary projects, has defined and implemented EPM solutions in several large IT companies and has extensive successful experience at implementing EPM solutions using Microsoft software products. Ms. Landman is an active member of the Project Management Institute and an elected officer of PMI's Israel Chapter Board of Directors. She has also participated in writing items for both the Program Management Professional (PgMP) and the Certificate Associate in Project Management (CAPM) certification exams administered by PMI. She has an MBA and a Bachelor of Science Degree in Industrial Engineering and Management.

Table of Contents

Preface     ix
About the Author     xi
Web Added Value     xiii
Introduction: Enterprise Project Management Implementation Principles and Workflow     1
Enterprise Project Management Foundation, Goals, and Requirements
Establishing Technology Environments     7
Overview of the Microsoft EPM System     8
Setting Up the Technological Environments     9
Obtaining Administrative Rights     13
Setting Up Project Professional to Work with Project Server     16
Organizational Goals, Objectives, and Requirements     25
Defining Organizational Goals and Objectives     26
Understanding Stakeholder Requirements     26
Project Management Processes and Enterprise Project Management Solution Deployment
Establishing Project Management Processes and Supporting Tools     39
Overview     39
Definitions     40
Acronyms     42
Initiation Process     43
Overview     43
Workflow     44
Creating the Proposed Project Plan     46
Creating the Project Workspace     52
Entering the Initial Project Information     54
Performing the Preliminary Stakeholder Analysis     59
Filling Out the Requirements Matrix     62
Finalizing the High-Level Milestone Plan     68
Creating the Project Charter     70
Creating the Preliminary Scope Statement     77
Approving the Project for Planning     78
Planning Process     83
Overview     83
Workflow     84
Converting the Proposed Project to the Project Plan     90
Associating Project Information with the Project Plan     91
Building the Project Work Breakdown Structure     106
Integration Management: Project Management Plan     113
Defining the Scope Management Plan     114
Defining the Change Request Management Process     124
Defining the Time Management Plan     129
Defining the Human Resource Management Plan     153
Defining the Cost Management Plan     175
Defining the Quality Management Plan     185
Defining the Risk Management Plan     187
Defining the Communication Management Plan     193
Defining the Deliverable Management Plan     205
Defining the Procurement Management Plan     213
Setting the Baseline     217
Execution Process     219
Overview      219
Workflow     220
Defining and Managing Project Execution     224
Definitions     225
Integration Management: Kickoff Meeting     225
Scope Management     229
Time Management: Project Schedule     237
Cost Management     264
Quality Management: Quality Assurance     268
Human Resource Management     271
Communication Management     276
Risk Management     290
Procurement Management     306
Monitoring and Control Process     311
Overview     311
Workflow     312
Scope Control     315
Time and Schedule Control     317
Cost Control     332
Quality Control     335
Human Resource Management     336
Communication Management     338
Risk Control     347
Procurement: Contract Administration     352
Closing Process     355
Overview     355
Workflow     356
Integration Management     358
Scope Management: Deliverables Closure     364
Time Management     365
Cost Management      365
Human Resource Management     368
Communication Management     369
Action Items     369
Risk Management     370
Procurement Management     370
Converting Your Sample Site to Be the Default Project Workspace     373
Testing and Deploying the Enterprise Project Management Solution     383
Testing the Solution with a Pilot Team/Project     383
Back Up the Development Environment     384
Replicate the Development Environment to the Production Environment     384
Establish the Pilot Team     384
Establish Training Materials     385
Training     385
Ongoing Support (Three Months)     387
Pilot Feedback and Lessons Learned     388
Develop the Deployment Plan     388
Deploying the Solution to Organization Units     388
Appendices
Common Procedures     393
To Define Enterprise Custom Fields     394
To Create Lookup Tables for Enterprise Custom Fields     396
To Create a Document Library     398
To Change Document Metadata     400
To Change Document Library Settings     401
To Upload a Document to a Document Library      406
To Create a New List     408
To Change a Column Name in a List     410
To Add a Choice Column to a List     411
To Add a Yes/No (Check Box) Column to a List     413
To Add a Text Column     414
To Add a Multiple Lines of Text Column     415
To Add a Lookup Column     416
To Add a Number Column     418
To Add a Currency Column     419
To Add a Calculated Column     420
To Add a "Person or Group" Column     422
To Add a Date Column     424
To Change the Order of Columns in a List     426
To Modify an Existing List     428
To Create a List View     430
To Modify an Existing Column     433
To Create a Folder in an Existing Document Library     437
Troubleshooting     439
Index     443