Update Anomalies: How to get yourself into and out of trouble with resources in a Project Server World - PowerPoint PPT Presentation

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Update Anomalies: How to get yourself into and out of trouble with resources in a Project Server World

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Title: Update Anomalies: How to get yourself into and out of trouble with resources in a Project Server World


1
Update Anomalies How to get yourself into and
out of trouble with resources in a Project Server
World
  • Mark Read

2
Agenda
  • The Second Law of Thermodynamics
  • Project and Process Management
  • Examples of Data Challenges in Project Server
  • Introduction to Sequence Advisors
  • Questions

3
The Second Law of Thermodynamics
  • states that all work processes tend towards a
    greater entropy (disorder/lower energy density)
    over time.

4
Project Management Order out of Chaos
Order
Chaos
5
Process Development Order out of Chaos
Solution
Problem
6
Project Server Order out of Chaos
Project Manager
Users
7
Common Resource Naming Issues
  • Same Resource, Different Resource Names
  • Hand Typing Resources
  • Project Managers not used to a resource pool

8
Duration with Multiple Assignments
  • The Gantt chart view wont help you understand
    what part of a task with multiple assignments is
    causing your duration to be longer than
    anticipated.
  • The task usage view, when coupled with the
    Assignment Units column, can help sort out which
    assignment is pushing the duration.

9
Smart Tags
  • When editing tasks, they help remember the
    rubberband (duration/work/units relationship)
  • They are only effective during the editing of a
    task. If you edit another task, they are gone
  • Can help you wrestle with the scheduling engine.

10
Resource Usage Summaries
  • Include work for all plans, not just the plan
    youre looking at.
  • Use the Project Team Members filter, but remember
    that the summary task still includes everyones
    time for all tasks.

11
Complex Rollups
  • Used to be there were regular calculation errors
    on multiple group bys, but Microsoft has fixed
    some of these in SP1.
  • Needless to say, they are hard to read.

12
Multi Value Fields
  1. Great for skills, not for costs
  2. Two Different Groupings with Outline Code 20 and
    MV 20
  3. Flat or Hierarchical with OK rollups
  4. Group takes first data instance only, filter for
    others

13
Data Levels
Enterprise
  • Resources are the only level have multi-value
    fields
  • Any multi-value data that needs to be rolled up
    or down should be stored at the assignment level
  • Assignment level fields are hard to get
    compliance on because there are so many of them

Project
Resource
Task or Assignment
14
Maximum work per day
  • The PWA timesheet will warn about a single cell
    being over the predefined limit, but it wont
    warn about someone working more than 24 hours a
    day over a group of tasks.

15
Published Fields in PWA
  • You can add fields to your plan and to the PWA
    timesheet
  • You must set them to be Published fields
    (ToolsgtCustomizegtPublished Fields)
  • You can make them user settable, or NOT
  • May need VBA on client or SQL on the server to
    populate formula based fields

16
Portfolio Analyzer
  • Great multiple filter capability.
  • The largest challenge is readability

17
Permissions
  • Resources inherit rights from their (multiple)
    group membership(s) and selectively use the RBS
  • This comes in handy with complex permission
    requirements
  • Use View Effective Rights to diagnose issues

18
Summary
  • There is a whole lot of functionality in the base
    product.
  • With great power comes great responsibility
  • The key is to focus on getting the users trained
    to get the numbers right
  • Dont Panic
  • there is help out there

19
Introduction to Sequence Advisors
  • Focus on Microsoft Project Management and
    Knowledge Management Solutions
  • Expertise in MS Project, Project Server and
    Office Products including Sharepoint products and
    MapPoint
  • Background in Financial Services, Information
    Technology, Healthcare, Manufacturing,
    Professional Services, Consulting, Startups,
    Telecommunications, Construction
  • Microsoft Certified Partner with Information
    Worker Competency

20
Team Members Skill Matrix
  • Mark Read Principal
  • Pablo Aguilar - Director of Technology, MCSE
  • Jean Thompson - Senior Consultant
  • David Luper - Senior Consultant
  • Lisa Leung - Senior Consultant
  • Angel Lance Consultant, PMP
  • Dyelan Grace - Senior Software Engineer, MCSE

21
What do we do?
  • Project and portfolio management consulting
  • Installation and configuration services (Server
    products including Project Server, Sharepoint)
  • Custom development and integration services
    (.net, c, VB)
  • Infrastructure assistance (Exchange, domain
    admin, backups, SUS, etc)
  • Training, Training, Training
  • Long-term support

22
What dont we do?
  • We dont provide or license MS software
  • We dont sell hardware

23
Quantitative Evaluation 30 Plans

24
SQL Reporting Services
25
Recent Projects
  • Utilities
  • Project Server 2003 for major reengineering
    effort (25 PMs and 500 users) at large utility.
    15 SQL Reporting Services reports covering
    issue, risk, variance and milestone reports.
  • Insurance
  • Project Server 2003 and Project Professional 2003
    for 400 people at insurance provider in San
    Francisco. Financial integration, posting, audit
    and specialized permissions.
  • Financial
  • Project Server and Project Professional 2002 for
    220 people at a large financial company in
    southern California. Integration with Project
    Request system. Upgrade to 2003 this week.
  • Medical Products
  • Project Server 2003 and Project Professional 2003
    for 80 person Research Development division for
    company in Sunnyvale.
  • Government
  • Conversion of legacy data in eLabor system to
    Project Server 2003 for 80 users in state agency,
    including conversion of Crystal Reports to
    Microsoft Reporting Services.
  • Manufacturing
  • Project Server 2003 for a waste water control
    system manufacturer field service in the North
    Bay.
  • Network Services
  • Project Server 2003 and Sharepoint Services for
    150 people at a leading broadband services
    provider.
  • Consulting
  • Project Server, Sharepoint Services for a sales
    program company in the North Bay for 5 Project
    Managers and 40 Team Members at different IT
    vendors. We manage their network, servers and
    desktops as well.

26
Last but not least
  • We are part of the Project 12 Technology Adoption
    Program and will be involved in the beta process
    for the next version.
  • We think Project 12 rocks, and will have some
    major functionality enhancements that you will
    get excited about.

27
Contact Information
Contact us at Sequence Advisors 1512 La Loma
Ave Berkeley CA 94708 510 406-4645
mark_at_sequenceadvisors.com
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