Microsoft recently announced the release of Microsoft Project 2013, the latest Project and Portfolio Management solution from Microsoft. This webinar covers the four stages of the UMT Project Portfolio Management Governance Lifecycle: Create, Select, Plan, and Manage.

3. CONSULTING
•Comprehensive Solution
Road Mapping
•Process Development
•PM Maturity& Envisioning
•Financial & Resource
Management
TECHNOLOGY
•Prioritization & Business
Case Automation
•Expert Installation,
Configuration, Integration,
Customization & Reporting
•Infrastructure Right-Sizing
Seattle, WA
New York, NY
Chicago, IL
San Francisco, CA
Los Angeles, CA
Reston, VA Philadelphia, PA
Dallas, TX
3
TRAINING
•Project Management
•Portfolio Management
•Microsoft Project 2010
•Microsoft Project Server
2010 Role Based Training
•Onsite or in the Cloud
SUPPORT
•Post-Rollout Support
•Technical Phone & Email
Support
•UMT Project Essentials
Premier Support & Software
Assurance

4. Portfolio Mgmt. Experts

• UMT - Released
eStratframes
• Gartner Paper UMT: Aligning
Management &
Business Structures
• Gartner Report UMT included in
Gartner’s Cool
Vendors in
Portfolio
Management
Report
• UMT – Released
UMT Portfolio
Manager
(Top Down
Portfolio Analysis
solution for PPM &
APM)
• Microsoft
Acquisition Microsoft acquires
UMT Portfolio
Manager to add
project and
application
portfolio mgmt.
capabilities
• UMT – Released
UMT Project
Essentials
(Business Planning
& Management
solution for
Microsoft Project
& SharePoint
Server)
• Gartner Award UMT selected as
the ‘Best PPM
Strategy Service
Provider’ at the
Gartner Project &
Portfolio
Management
Summit
• Gartner MQ UMT included as a
Visionary in
Gartner IT PPM
Magic Quadrant
• Meta Group UMT positioned as
the leader in the
Portfolio
Management
MetaSpectrum
Report
4
• UMT - Released
UMT IT 360 (IT
Business Planning &
Mgmt. solution for
Microsoft SharePoint
& Project Server)
• Gartner ReportUMT included in
Gartner’s Cool
Vendors in Program
and Portfolio
Management Report

5. Gartner Recognized in an Emerging Market
“Businesses are discovering that there is no data-sharing
platform that all IT managers can use to unify the disparate
financial, project, asset and operations views stakeholders need
to communicate across IT silos. Integrated IT portfolio analysis
is striving to change that”.
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5

7. Which answer best characterizes the way you
are using technology to manage your EPPM
needs?
We don't use any tools to support our processes.
2%
We use a mixture of tools like Microsoft Excel, Word, Access
and email.
9%
We use the Microsoft Office suite with Microsoft Project
Standard.
28%
We are using Microsoft Project/Portfolio Server 2003/2007
with Project Professional.
15%
We are using Microsoft Project Server 2010 with Project
Professional 2010.
We are using Microsoft Project Server 2013 with Project
Professional 2010.
We are using another vendors tool set.
34%
0%
10%

8. Business Challenges
Our employees want to work
together from virtually
anywhere.
I need the flexibility to manage
without up-front infrastructure
costs.
Our company can compete
only if we align investment
with business priorities.
We want more visibility and
control over what people are
working on.

9. Governance Framework
Create
Demand Management
Select
Plan
Portfolio Selection
Manage
Portfolio Tracking & Status
Portfolio Reporting
Capacity Planning
Resource Planning & Tracking
Financial Tracking
Financial Planning
Benefits Planning
Benefits Realization
Project Scheduling
Project Tracking, & Status
Task/Time Reporting
Team Collaboration
9

10. Introducing | The New Project

11. Project Server 2013
- Key Focus Areas
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12. Project Server Browser and Platform
Windows 8
• IE 10, Google Chrome 17.x, and Firefox
10.x+
Windows 7
• IE 9, Google Chrome 17.x, and Firefox 10.x+
MAC
• MAC: Safari 5, Google Chrome 17.x, and
Firefox 10.x+
Mobile
• Windows Phone, iDevices, Surface, Surface
Pro

13. Which answer best characterizes the
importance of being able to access your
enterprise performance management solution
via a mobile device?
It is extremely important and will drive our selection of a
supporting solution.
6%
It is somewhat important to our decision making process.
17%
It is really only important for team members to be able to
report their status.
10%
It is really only important for executives and managers to
be able to see status of their programs/projects.
26%
It is not really that important to us.
None of the above.
32%
6%

14. Project Server Architecture
Deployment
Single Database
Odata
SharePoint
• On Premise, Infrastructure as a service,
Software as a service
• Tables designed for transactional, archive,
reporting, etc.
• Industry standard web protocol used to access
data from external systems
• Projects can originate from SharePoint
items (Ideation Support)

15. PWA General Enhancements
Visual Guides
• Home page introduces users to core PPM
capabilities
Scheduling
• Baseline support and timeline creation
Organization
• Organize work in one place (for example
PWA timesheets vs. SharePoint tasks)
Visibility
• Visibility to status of late tasks, deliverables,
and milestones directly from project site

16. PWA Project Site Enhancements
Webparts
Connection
Collaboration
Social
• Project Summary and Timeline
• Direct access to Project Pro and PWA
• Team mailboxes and calendars
• Newsfeeds – subscribe to sites, teams, people,
and documents with voting at the project level

17. Project Pro Enhancements
Excel Like Reports
Lync
• Dashboards: Burn Down Report, Work
Overview, Project Overview, etc.
• Integration to Lync directly from Project Pro
Cumulative Fields
• Project, task, and resource fields to better
support trend analysis
Task Management
• Task highlighting options for analysis