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

by Landman, Hagit

• ISBN13: 9781932159974
• ISBN10: 1932159975
• Format: Paperback
• Copyright: 2008-07-01
• Publisher: J. Ross Publishing

Summary

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 Microsoftr 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.

Author Biography

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