Create a custom form with all required fields for project initiation- Publish the form to SharePoint library- Create a custom approval workflow using SharePoint Designer- Integrate the form and workflowSo in summary, InfoPath allows you to:- Build custom forms - Publish to SharePoint- Integrate with workflows- Collect data- Route tasks/approvalsInfoPath Integration 34InfoPath IntegrationProject Initiation FormCustom Fields- Project Name- Business Case- Estimated Budget- Key StakeholdersPublish to LibraryCustom Approval Workflow- Manager Approval - Director Appro
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This PMO and project server 2013 presentation created by Sr. Project Management Consultant Ahmad Hammoud
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Ähnlich wie Create a custom form with all required fields for project initiation- Publish the form to SharePoint library- Create a custom approval workflow using SharePoint Designer- Integrate the form and workflowSo in summary, InfoPath allows you to:- Build custom forms - Publish to SharePoint- Integrate with workflows- Collect data- Route tasks/approvalsInfoPath Integration 34InfoPath IntegrationProject Initiation FormCustom Fields- Project Name- Business Case- Estimated Budget- Key StakeholdersPublish to LibraryCustom Approval Workflow- Manager Approval - Director Appro
Ähnlich wie Create a custom form with all required fields for project initiation- Publish the form to SharePoint library- Create a custom approval workflow using SharePoint Designer- Integrate the form and workflowSo in summary, InfoPath allows you to:- Build custom forms - Publish to SharePoint- Integrate with workflows- Collect data- Route tasks/approvalsInfoPath Integration 34InfoPath IntegrationProject Initiation FormCustom Fields- Project Name- Business Case- Estimated Budget- Key StakeholdersPublish to LibraryCustom Approval Workflow- Manager Approval - Director Appro (20)
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Create a custom form with all required fields for project initiation- Publish the form to SharePoint library- Create a custom approval workflow using SharePoint Designer- Integrate the form and workflowSo in summary, InfoPath allows you to:- Build custom forms - Publish to SharePoint- Integrate with workflows- Collect data- Route tasks/approvalsInfoPath Integration 34InfoPath IntegrationProject Initiation FormCustom Fields- Project Name- Business Case- Estimated Budget- Key StakeholdersPublish to LibraryCustom Approval Workflow- Manager Approval - Director Appro
- 1. 1 PMO AND EPM TOOLPMO AND EPM TOOL AUTHOR: AHMAD HAMMOUD SR. PROJECT MANAGEMENT CONSULTANT PMP- CPM – IBA- MNLP –PMOC- ISO9001 - MSE ( MS-PROJECT SERVER( MS-PROJECT SERVER 2013)2013)
- 2. 2 • Introduction • PMO and EPM Methodology and Tool. • MS-Project Server main functions • MS-Project sever Dashboard • SharePoint Workflow Today • SharePoint 2013 Workflow Architecture • EPM Deployment Architecture • EPM & ALM Integrated Solution • Info Path • Questions Agenda
- 4. 4 • Introduction • PMO and EPM Methodology and Tool. • MS-Project Server main functions • MS-Project sever Dashboard • SharePoint Workflow Today • SharePoint 2013 Workflow Architecture • EPM Deployment Architecture • EPM & ALM Integrated Solution • Info Path • Questions Agenda
- 5. 5 The PMO apply the EPM (enterprise project management) methodology: •Enterprise Project Management is a way of thinking, communicating and working, supported by an information system, that organizes enterprise's resources in a direct relationship to the leadership's vision and the mission, strategy, goals and objectives that move the organization forward. •An even more recent evolution in Enterprise Project Management is to not only plan and track the existing set of projects, but to create a portfolio (per budget size, per calendar year, per budget year, per business line, et cetera) of existing and future (demand) projects. This is called Project Portfolio Management •Project Portfolio Management approach includes the creation of various scenarios to decide which is the best portfolio (for a certain year, business, budget, etcetera). Once the contents of the portfolio are agreed upon, it is key to constantly scrutinize how the individual projects are evolving in terms of quality, cost and schedule PMO and the EPM Methodology and Tools
- 6. 6 PMO and the EPM Methodology and Tools
- 7. 7 Portfolio Management Methodology: •The Portfolio management Actions: PMO and the EPM Methodology and Tools
- 8. 8 PMO and the EPM Methodology
- 9. 9 Portfolio Management Methodology: •Main Challenges: Getting Portfolio Management started. Developing an initial portfolio Prioritizing and balancing portfolio Delivering overall portfolio benefits Dealing with tensions between Portfolio and Business/ operational objectives. Securing and developing people with the right portfolio skills/ capabilities. Putting in the place the right tools and techniques to support Portfolio Management. Achieving the goals set for a Portfolio Management function. PMO and the EPM Methodology and Tools
- 10. 10 • Implementing an Enterprise Project Management toolset needs to be considered in the light of the organization's Project Management Maturity, where applied from the Portfolio and PMO. • The executives levels expects PMOs to function in the following areas: 1. Project support: Provide project management guidance to project managers in business units 2. Project management process/methodology: Develop and implement a consistent and standardized process 3. Training: Conduct training programs or collect requirements for an outside company 4. Home for project managers: Maintain a centralized office from which project managers are loaned out to work on projects 5. Internal consulting and mentoring: Advise employees about best practices 6. Project management software tools: Select and maintain project management tools for use by employees 7. Portfolio management: Establish a staff of program managers who can manage multiple projects that are related, such as infrastructure technologies, desktop applications and so on, and allocate resources accordingly PMO and the EPM Methodology and Tools
- 11. 11 Introduction PMO and PMIS: Methodology (Official act) PMIS Templates: Project Charter, Scope statement, WBS, Risk register, Change request, Reports Project plan templates, Project document templates Processes: Initiating, ICC, Procurement, Closing Portfolio, Workflows , InfoPath Monitor & Control Business Inteligence (BI) reports
- 12. 12 • Introduction • PMO and EPM Methodology and Tool. • MS-Project Server main functions • MS-Project sever Dashboard • SharePoint Workflow Today • SharePoint 2013 Workflow Architecture • EPM Deployment Architecture • EPM & ALM Integrated Solution • Info Path • Questions Agenda
- 13. 13 Microsoft EPM – Product Features Single platform for all stakeholders to collaborate on project tasks & reports Mange all project initiatives, proposals, projects, programs & portfolios Maintain master resource repository and manage resource sharing Track resource availability & utilization across projects & programs Manage all project issues, risks, documents, checklists & forms centrally Project, Program & Portfolio level reporting & dashboards Real time project performance visibility against project baselines and forecasts Compliance to organization project mgmt processes Global Projects collaboration
- 14. 14 Project Performance Dashboard EPM Dashboards Mainly the Dashboard results can give another strong value on the portfolio management actions
- 15. 15 MS TFS(team foundation server) and EPM Functions Map Schedule MgmtSchedule Mgmt Resource MgmtResource Mgmt Project ReportingProject Reporting Demand MgmtDemand Mgmt Portfolio SelectionPortfolio Selection Issues MgmtIssues Mgmt Risks MgmtRisks Mgmt Portfolio ReportingPortfolio Reporting Program MgmtProgram Mgmt Team Work SpacesTeam Work Spaces Timesheet MgmtTimesheet Mgmt Financial MgmtFinancial Mgmt Project & Portfolio Management Application Lifecycle Mgmt Workflows & FormsWorkflows & Forms Code Version ControlCode Version Control Team BuildsTeam Builds Work ItemsWork Items Test casesTest cases Testing ResultsTesting Results Quality ReportingQuality Reporting Project DocumentsProject Documents Configuration MgmtConfiguration Mgmt
- 16. 16 MS-Project server 2013 and Workflow features Workflow actions Workflow actions These some of the portfolio actions These some of the portfolio actions
- 17. 17 MS-Project server 2013 and Portfolio management features • Apply s the Governance portfolio management actions and reports. • Add organizational strategic objectives, goals (KPI’s), and prioritize each one of them. • Add the initiatives that generated from the organizational strategic objectives, and goals (KPI’s). • Generate the programs / projects from the initiatives and connected with the strategic objectives, and goals (KPI’s). • Can prioritize the initiatives , therefore the programs and/or projects too. • Review and analyze the initiatives. So we can select the suitable initiative that fit with our objectives and available resources . • Define and track the enterprise resource pool to the organization. • View all enterprise reports.
- 18. 18 Portfolio features example Can view the programs, projects and initiatives with different ways Can view the programs, projects and initiatives with different ways The portfolio section The portfolio section
- 22. 22 • The MS-Project sever2013 apply s the Governance workflows using SharePoint Designer 2013. which allow you to build your workflow processes automation (non-programmers). • The Workflow actions can be for ay objectives in the MS-Project server or SharePoint 2013. Example of objectives: Tasks Documents Projects Permissions (Grant/ Revoke authentications and authorizations) Create / Delete Workspaces (Sites). Others MS-Project server 2013 and Workflow features
- 23. 23 • Tasks Actions: – Assign a Form to a Group – Assign a To-Do Item – Collect Data from a User – Based on the approval workflows • Start Approval Process • Start Feedback Process • Start Custom Task Process (build your own) – Modify in SharePoint Designer – Included as Sub Process (within your workflow) – Your workflow pauses until Task Action Completes – Task and Approval Actions – Assign a Task – Start a Task Process MS-Project server 2013 and Workflow features
- 24. 24 • Documents Actions: – Capture a version of the Document Set – Send Document Set to Repository – Set Content Approval Status for the Document Set – Start Document Set Approval Process MS-Project server 2013 and Workflow features
- 25. 25 • Permission Actions: – Add List Item Permissions – Inherit List Item Parent Permissions – Remove List Item Permissions – Replace List Item Permissions MS-Project server 2013 and Workflow features
- 27. 27 MS-Project server 2013 and Workflow features SharePoint 2013 Workflow: Project Server • Demand Management • PWA Sites • Stages • Actions
- 28. 28 MS-Project server 2013 and Workflow features SharePoint 2013 Workflow: Project Server FORMS WORKFLOW DATA REPORTS Faster Forms. More Control. Deliver outcomes. One truth. Multiple sources. Visibility matters.
- 30. 30 • Introduction • PMO and EPM Methodology and Tool. • MS-Project Server main functions • MS-Project sever Dashboard • SharePoint Workflow Today • SharePoint 2013 Workflow Architecture • EPM Deployment Architecture • EPM & ALM Integrated Solution • Info Path • Questions Agenda
- 32. 32 • Introduction • PMO and EPM Methodology and Tool. • MS-Project Server main functions • MS-Project sever Dashboard • SharePoint Workflow Today • SharePoint 2013 Workflow Architecture • EPM Deployment Architecture • EPM & ALM Integrated Solution • Info Path • Questions Agenda
- 33. 33 • The Project Initiation phase is different for every customers and organizations. It typically requires a set of custom attribute to be filled in a custom form and then it needs to go through a custom approval process workflow reviewed by all key decision makers. • Through the InfoPath, you can build the files of your projects on the Forms and go through the workflow based on your needs. Info Path
- 34. 34 • This following picture shows the properties of project name “PRJZ01” after it got created and published : Info Path
- 36. 36 • Introduction • PMO and EPM Methodology and Tool. • MS-Project Server main functions • MS-Project sever Dashboard • SharePoint Workflow Today • SharePoint 2013 Workflow Architecture • EPM Deployment Architecture • EPM & ALM Integrated Solution • Info Path • Questions Agenda
- 37. 37 Questions
- 38. 38