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The Ultimate Application Administrators Guide for Project Online

MS Project Server: 10 Benefits of Project Online
PMConnection Articles


1.  Always Current - As an online service hosted by Microsoft you will always have the latest tools, features, and updates.

2.  Always Available - 99.9% uptime guarantee, as well as continuous data back-up, best-in-class disaster recovery, and data centers around the world.

3.  24/7 Support - Quick access to the most knowledgeable support team at any time.  Free up internal support to work on other things.

4.  Low Cost - No upfront infrastructure costs.  Flexible subscription plans.

5.  Near Instant Access - Accessed via Office 365, the system can be available for configuring within minutes as opposed to months!

6.  World-class Compliance - Complies with various industry-specific standards, including ISO 27001, EU Model Clauses, HIPAA Business Associate Agreement (BAA), and FISMA.

7.  Part of Office 365 Platform - Offers native integration with familiar tools such as Microsoft Project, Office, SharePoint, Exchange, Yammer, and Skype for Business for better collaboration and social capabilities.

8.  Scales to Maturity - Project Online can be configured* for very lightweight Project Management to a full Project and Portfolio Management solution.

9.  Improved / Integrated Reporting - Out of the box Project Online provides; Project Overview Dashboard, Project Overview and Resource Overview Reports. The Project Portfolio Dashboard web app is now available via Office 365 for other instant reporting.  Finally, there is the Project Online content pack for Power BI.

10.  Active Directory Sync - Resources can be added quickly with the enhanced Active Directory synchronization.


Source: http://www.pcubed.com/about/news_and_press/10-benefits-project-online






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Posted by webadmin on Wednesday, July 05 @ 22:16:45 CDT (1056 reads)
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MS Project Server: What is Project Online?
PMConnection Articles


Project Online is the name or branding that Microsoft has created for their cloud based instance of Microsoft Project Server (hosted by Microsoft).

If you believe Microsoft Project Server is right for your organization, but are uncertain whether Project Online or Project On-Premise is the best choice; you might want to work with an expert.  

There are many pluses and minuses of either approach.  Some things to factor in; the size of your organization, your current project management maturity, how you intend to leverage the solution today as well as in the future (including custom reports), and in addition to this, one would need to understand the current capabilities of Project Online versus Project On-Premise.  At the time of this article; there are a number of features Microsoft has been able to quickly implement into their Project Online solution, but have yet to incorporate into Project On-Premise.

Additional information on Project Online from these links:


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Posted by webadmin on Sunday, October 30 @ 11:31:55 CDT (3360 reads)
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MS Project Server: Project Server vs Project Online vs On-Premise vs Project Lite vs PPM vs EPM
PMConnection Articles

I have been working with Microsoft Project Server since about 2001 when it was called “Project Central”.  Over the years I have watched this product continue to mature.  I could name of number of things within the current product that I feel could be improved, but that is not the purpose of the article.

In my opinion, the biggest problem that Microsoft has with Project Server is a branding problem, or maybe I should say a naming problem.  All of the following names or acronyms are somewhat related and often used interchangeably; Project Server, Project Online, On-Premise, Project Lite, PPM, and EPM.  However, these things are all different.  The one thing that they do have in common is; with all these different names, it make things very confusing to the general user or consumer.  Let’s explain things:

1.  Microsoft EPM
EPM stands for Enterprise Project Management.  In the past Microsoft branded a product as “Microsoft EPM”.  Don’t be confused, this product was actually Microsoft Project Server.  But, it is true; Project Server is an Enterprise Project Management solution.

2. Microsoft PPM
PPM stands for Project Portfolio Management.  Microsoft says they have a solution called “Microsoft PPM”.  But again, don’t be confused; this product is actually Microsoft Project Server.  And it is true Project Server is a Project Portfolio Management solution.
What we have learned so far is Microsoft EPM or Microsoft PPM are actually just another name for Microsoft Project Server.  Got it!  That is simple enough.  So now let’s try to sort out Project Server, Project Online or Project On-Premise.
If you are interested in implementing Microsoft Project Server, you have two options; Project Online or Project On-Premise.  So, with that said, Project Online and Project On-Premise are just another name for Microsoft Project Server.  Simple enough!!

3. Project On-Premise
In a nutshell Project On-Premise is the name or branding that applies to purchasing the Hardware as well as the software to install Microsoft Project Server on your own within your organization.

4.  Project Online
Project Online is the name or branding that applies to accessing a cloud based instance of Microsoft Project Server (hosted by Microsoft).

If you believe Microsoft Project Server is right for your organization, but are uncertain whether Project Online or Project On-Premise is the best choice; you might want to work with an expert.  There are many pluses and minuses of either approach.  Some things to factor in; the size of your organization, your current project management maturity, how you intend to leverage the solution today as well as in the future (including custom reports), and in addition to this, one would need to understand the current capabilities of Project Online versus Project On-Premise.  At the time of this article; there are a number of features Microsoft has been able to quickly implement into their Project Online solution, but have yet to incorporate into Project On-Premise.

Here is a quick recap; Microsoft EPM or Microsoft PPM are actually just another name for Microsoft Project Server.  Project Online or Project On-Premise are also just another name for Microsoft Project Server, the only difference is whether it is on your hardware or hosted by Microsoft.  So that last thing we need to address is Project Lite.

5. Project Lite
Project Lite is a monthly subscription service that is offered as an add-on for Project Online users only.  Organizations must have Project Online in order to use Project Lite. Project Lite is suitable for project team members to manage their tasks and timesheets, and collaborate on projects.

Hopefully this article brings some clarity to all these terms.  A good general statement to summarize this article is all these terms stem from one product.  When searching or referencing this product; use the term Microsoft Project Server as your starting point!

Useful links:





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Posted by webadmin on Sunday, April 03 @ 10:04:26 CDT (11182 reads)
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MS Project Server: Free Training on Microsoft Project, Project Online and Project Server
PMConnection Articles Photo

From the Microsoft Ignite Event 2015.  9 Sessions.  11 Hours of Free Training on Microsoft Project, Project Online and Project Server.

You may also find this article of value:


Note: You may also find this book helpful:

Posted by webadmin on Wednesday, June 03 @ 23:57:57 CDT (6237 reads)
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MS Project Server: 125 Hours of Free Training on Microsoft Project, Project Server and SharePoint
PMConnection Articles

From the Microsoft Project Conference 2014.  123 Sessions.  125 Hours of Free Training on Microsoft Project 2013 and Microsoft Project Server 2013.  Also includes SharePoint and Yammer. Real world case studies for improving Project Management, Program Management, Portfolio Management and Innovation Management from various organizations.

If your prefer the suite of 2010 products, try this article; Over 100 Hours of Free Training on Microsoft Project and Project Server 2010




NumberNameTopicDuration in Minutes
110 Golden Rules for working with MS ProjectMS Project71
210 reasons your CEO will thank you for upgrading to the latest Microsoft ProjectProject Server75
3Adding objectivity and rigor with portfolio analysis using Project Server 2013Project Server72
4Advanced Task Mode: Manually Schedule vs. Auto Schedule, How Hard Can It Be?MS Project72
5Advancing Project Management Maturity @ Microsoft ITPMO78
6Allegan Case Study - Best Practices for Expanding Project Server across Your OrganizationProject Server63
7Apps for Project - Top 10 success factorsMS Project61
8Automate Financial Tracking & Variance AnalysisProject Server23
9Automating your Project Archival Process with Project Server 2013/Project Online WorkflowsProject Server85
10AWESOME user experience for Project Web App from a great visual designProject Server43
11Belgian Rail Company Quickly Deploy a Hosted Project Server SolutionProject Server53
12Benefits Realization - Measure Results & Drive AccountabilityProject Server25
13Breaking Bad Project Management: Winning Strategies for the PM, PMO and ExecutivesProject Server66
14Build your ERP Integration - Quick and Easy!Project Server68
15Building Stellar Project BI Dashboards with VisioProject Server78
16Business Intelligence infrastructure deep dive in Project Online and Project Server 2013Project Server70
17Capturing Meeting Minutes in MS Project Server 2013Project Server24
18Chalk Talk and Q & A: Project OnlineProject Server70
19Chalk Talk and Q & A: Project Server IT-ProfessionalProject Server73
20Chalk Talk and Q & A: Running your PMO with Project Web App and Project ProfessionalProject Server75
21Charge-up Microsoft Project with AppsProject Server71
22Combining Enterprise Social and PPM to Maximize Benefits and UtilizationProject Server76
23Come to see Microsoft Project Online on nearly any device from iPad to Surface!Project Server76
24Complex Programs Made SimpleProject Server34
25CSC's Transformation using Project ServerProject Server69
26Deploying Agile in Microsoft PPM - using Agile!Project Server55
27Deploying Office 365Other73
28Designing Project lifecycles and workflows in Project Online and Project Server 2013Project Server75
29Developer to developer - learn the Microsoft Project Online and Server extensibilityProject Server74
30Development World Meets Project Management. Project Server with Team Foundation ServerProject Server75
31Drill IT! ConocoPhillips One Integrated Application, Project and Operations PortfolioProject Server56
32Driving Strategic Differentiation through Portfolio Management and Culture ChangeProject Server71
33Electrolux - Cooking up a well seasoned global portfolio and the recipe for the secret sauceProject Server54
34Enhance Value Through Socializing Your PMO: Yammer for Project ManagementPMO74
35EPM for Nationwide - How A Business Transformation Journey was supported by EPMProject Server63
36EVM De-Mystified - Understanding Earned Value Management with The New ProjectMS Project75
37Executive Perspective on Global Portfolio Management: The Hydromax Seaplane CompanyProject Server62
38Extending Project Online and on-premises with JavaScript AppsMS Project66
39Exxaro Case Study - How We Took Islands of Tools and Created an Enterprise SolutionProject Server79
40Fast Track Project Management Success: 5 Steps to Rapidly Implement Project OnlineProject Server69
41Fireside Chat on Best Practices for the PMO as a Service Model from Chevron and PcubedProject Server69
42First Impressions supporting Project Server 2013 and Project OnlineProject Server73
43Forecast Scheduling: Fad or Fundamental?MS Project76
44From Excel Workbooks to Portfolio Analysis in Seven Steps and Two Days using Project OnlineProject Server62
45From PPM to Enterprise Portfolio ManagementProject Server67
46Future of Business Productivity and Project Management - Project Conference 2014 Keynote 1PMO53
47Gartner Shares the Most Important PPM Trends for 2014Portfolio Management76
48Get over the hurdles - Upgrade and Migration to Microsoft Project Server 2013Project Server65
49Get the real picture - Timesheeting and Statusing in Project Online and Project Server 2013Project Server76
50Get your hands dirty with Microsoft Project Server 2013 architectureProject Server74
51Global Solutions for Global Companies with Microsoft PPMProject Server52
52Growing Project Server into a true business solution managing thousands of minor projectsProject Server58
53Helping Farmers Feed the World. How AGCO Harvests Portfolio ResultsProject Server66
54Hilti: Employing a cloud service to Streamline Project ManagementProject Server51
55How a Successful PPM and Process Development Helped 3M Win Project of the Year!Project Server74
56How Con Edison Utilizes Dynamic Planning Process to Optimize a $2b PortfolioProject Server71
57How managing projects gets better in Project Online and Project Server 2013Project Server63
58How to Advance Project 2013 From a Powerful PPM Tool to an Enterprise SolutionProject Server21
59How to get started with Project Online and Project Pro for Office 365Project Server75
60How to get up and running with Project Server 2013 for beginnersProject Server70
61How to Utilize the Right Project & Portfolio Management Solution to Deliver PM SuccessProject Server69
62Implementing Microsoft Project Online at a company that produces beauty productsProject Server22
63Implementing your processes in SharePoint, Project Server and Office 365 with NintexProject Server66
64Ingersoll Rand: 16 Global Brands Leading Innovation Using One Central EPM SystemProject Server77
65Introducing CS Connect 4 - Next Level ERP Integration for PPMProject Server24
66Introducing Project Online, an Office 365 ServiceProject Server70
67Introduction to Microsoft Visio: A Swiss Army knife for Project ManagersOther69
68Introduction to Office 365Other71
69Kongsberg Maritime's voyage into Project Server Integration with BizTalk and Dynamics AXProject Server82
70Lead The Enterprise Social Revolution: How to Drive Sustainable AdoptionPMO65
71LEGO® - Only the best is good enough!Project Server74
72Managing Agile Projects using Microsoft ProjectProject Server66
73Managing Costs in Microsoft PPM and Project Online with a Cost Breakdown StructureProject Server66
74Managing ERP and other LOB Systems Financials in MS Project Server 2013Project Server29
75Maximize ROI through a Stronger Business CaseProject Server21
76Microsoft Project Content Publishing - 5 tools to help lower costs and increase user adoptionProject Server54
77Microsoft Project desktop extensibility - building and selling Apps for ProjectMS Project54
78Microsoft Project Portfolio Management Vision - Project Conference 2014 Keynote 2Project Server64
79Microsoft Project Server 2013 - Performance, scalability and architectural improvementsProject Server45
80Monitoring and Automation of PMO GovernanceProject Server55
81MS Project Server at Qualcomm - Lessons Learned and Many TricksProject Server74
82Nielsen 4x4,000: Nielsen's 4 Years and 4,000 Users of Global Project Server SuccessProject Server63
83OPM3 and Project Server working togetherProject Server57
84Power tools for project managers - making Project Server better with MS Project desktopProject Server59
85PPM Adoption in an Evolving CultureProject Server71
86Project Online: Priming the Innovation Management PipelineInnovation52
87Project Report Cards - Using Statistics to evaluate Project Managers based on best practicesMS Project57
88Project Server 2013 - administration for IT Professionals and PMOProject Server73
89Project Server 2013 Deployment Best Practices from the fieldProject Server73
90Project Worst Practice - Learning from other peoples mistakesProject Server67
91Real World Reports: Business Intelligence in Project Online and Project Server 2013Project Server76
92Reimagining Microsoft's Innovation Hub with SharePoint Online, Project Online and YammerInnovation67
93Reports that jump off the screen with Microsoft Project desktopMS Project64
94Resource Management in Project Server - From Idea to Deployment in 9 MonthsProject Server65
95Resource Management: Unite the Resource Manager and the Project ManagerProject Server25
96Resource Modeling in a PortfolioProject Server28
97Resource Portfolio Management in Microsoft Project Server Made EasyProject Server68
98Resources: Your most important assets. Managing resources in Project Server 2013Project Server76
99ROI: Accelerating your time to value with Project OnlineProject Server60
100SharePoint Online and OneDrive for Business: Is now the time to move to the cloud?Other72
101Simple Contract Management in MS Project Server 2013Project Server19
102Simple Top Down Budgeting in MS Project 2013Project Server13
103Simplify Your PPM Implementation with Proven Real World ApproachesProject Server21
104Strategic Portfolio and Resource Capacity Planning Using SimulationProject Server53
105Success factors for mega projectsProject Server67
106Sunflower Electric's: From chaos to organized using SharePoint and Project Server 2013Project Server73
107Surviving Workforce Reductions Through mPWRProject Server74
108Take Project Server Beyond PPM to Effectively Rationalize Your Application PortfolioProject Server18
109Team Management in a SharePoint App with or without Project ServerProject Server29
110Tens of millions saved and 200k Projects: Verizon's Quest for Continuous ImprovementProject Server66
111The Epistemological Adventure: Best Practices in Enterprise Tool DeploymentsProject Server56
112The Great Database Consolidation, Project Server 2010 to 2013 Migration in 8 Easy StepsProject Server62
113Three Approaches to Managing Operational Work in the Portfolio of ProjectsProject Server64
114Tips & Tricks using MS Project 2013MS Project65
115To Release or not to Release - Release Management using Project Online/Project Server 2013Project Server55
116Top SharePoint 2013 features for IT ExecutivesOther67
117Troubleshooting Tips for Project and Project ServerProject Server77
118Understanding security in Project Online and Project Server 2013Project Server66
119Upgrading to Project Server 2013 and UMT 360Project Server71
120Wave Planning With Project ServerProject Server66
121What Apps Can Do to Support Project ManagementOther20
122What's New in Project 2013 desktopMS Project62
123Workflow deep dive in Project Online and Project Server 2013Project Server79
  Total:125 Hours


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Posted by webadmin on Saturday, December 13 @ 07:05:32 CST (38171 reads)
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MS Project Server: Understanding the Load Summary Resource Assignments option in Microsoft Project
PMConnection Articles

Understanding the “Load Summary Resource Assignments” option in Microsoft Project

This is a feature of Microsoft Project Profession.

This option appears within the Login dialogue box each time you open Microsoft Project. It looks like this:

How to configure your accounts.

In order for this option to work properly, you must correctly configure your Project Server Accounts. You will find detailed steps on how to properly configure your accounts this from this link. But ultimately, in order for the “Load Summary Resource Assignments” option to be editable (and not grayed out), a Project Server Account must have the default value set to “Yes” (NOT Computer). Also select the option to “Choose an account”. Like this:

 

When launching Microsoft Project, if the option is:

Unchecked – You will see Assignments for each resource on the opened project only.

Checked – You will see Assignments for each resource on your project as well as their assignments from “Other Projects and Commitments”.

 

Let’s demonstrate!

In our first demonstration, we want to inspect our project to ensure that we do not have any over-allocations within our project only (Project 1). We launched MS Project and unchecked the “Load Summary Resource Assignments”.

 

From the Gantt Chart view, we see two red characters in the Indicator column. This is Microsoft Project telling us that the tasks have a resource(s) assigned that is over-allocated.

 

If we switch to the Resource Usage view, we see Brian Smiths name appearing in Red. This means he is over-allocated. Looking at the timephased allocation of Work on the right, we can see that Brian is being asked to do 16 hours worth of work within one 8 hour day (note that we are using all out of the box settings like Calendar, Max Units, etc.)

 

In order to resolve this over-allocation, we changed the logic of our schedule. Notice how the red characters no longer appear within the Indicator column:

 

Moving back to the Resource Usage view, we can see that Brian is no longer over-allocated:

 

With the over-allocation from within this project solved, we will now Save, Publish and Close this project schedule. AND…we will exit out of MS Project.

 

We now launch MS Project and enable (or Check) the “Load Summary Resource Assignments”:

 

When we open the exact same project (Project 1), we now see over-allocations on all three tasks!

 

But what is causing these over-allocations to appear now? If we switch to the Resource Usage view, we can see that Brian is again over-allocated:

 

But now we see an entry that says “Other projects and commitments”. Expanding this summary assignment shows that Brian has work assigned to him within “Project 2″, “Test Project” and even an entry from “My Timesheet” (which is 8 hours of planned Administrative time on Thursday 6/19/14)

 

We will now have to work with Brian and the other project managers to in order to resolve these over-allocations!!

 

You may also find this article of value:

9 Tips for Dealing with an Over Allocated Resource

 



Note: You may find this book helpful:

Posted by webadmin on Sunday, June 15 @ 18:36:54 CDT (6467 reads)
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MS Project Server: How to Create or Edit a Project Server Template
PMConnection Articles
How to Create a Project Server Template

  1. Open Microsoft Project 2010 and connect to the environment where you would like to create the template
  2. Browse to and open the project schedule that you would like to save as a template


3. Click on >File, >Save As



4. Input the name for this template, select Template from the Type dropdown and choose the appropriate calendar for this template



5. Click on Save.

6. The “Save as Template” dialogue box will appear. Place a check by all items.


7.Click on Save

8. Watch for Save to complete successfully.


9. Close out of the project.

10. To verify the schedule has been saved as a template, click on >File, >New, >Project Server Templates. You will see your new template here.



How to Edit a Project Server Template

  1. Open Microsoft Project 2010 and connect to the environment where you would like to edit a template
  2. Click on >File, >New, >Project Server Templates. Select the template that you would like to modify.

3. Make the desired changes

4. Click on >File, >Save As


5. Input the EXACT SAME name for this template as it was previously, select Template from the Type dropdown and choose the appropriate calendar for this template.


6. Click on Save.

7. The “Save as Template” dialogue box will appear. Place a check by all items.


8. Click on Save
9. Watch for Save to complete successfully.


10. Close out of the project.

11. To verify the schedule has been saved as a template, click on >File, >New, >Project Server Templates. You will see your new template here.




Note: You may find this book helpful:



Posted by webadmin on Monday, January 06 @ 13:13:17 CST (14380 reads)
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MS Project Server: How to View the Workflow History in Project Server 2010
PMConnection Articles
How to View the Workflow History in Project Server 2010



  1. Browse to the home page of PWA
  2. Select Project Center, then click on the hyperlink name of the project in which you would like to view the workflow history


3, Click on the Workflow Progress option within the ribbon



4. From here you will be able to see the workflow history for this project



Note: You may find this book helpful:



Posted by webadmin on Monday, January 06 @ 12:51:34 CST (5531 reads)
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MS Project Server: Over 100 Hours of Free Training on Microsoft Project and Project Server 2010
PMConnection Articles
From the Microsoft Project Conference 2012.  88 sessions.  Over 100 hours of free videos on Microsoft Project and Microsoft Project Server 2010.




Note: You may find this helpful:


Project Publisher for Microsoft Project Server 2010

Posted by webadmin on Thursday, August 16 @ 16:37:50 CDT (8570 reads)
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MS Project Server: Understanding Colors and Indicators on My Tasks Page
PMConnection Articles
The Tasks page displays your assigned tasks and may display a number of graphical indicators. The following table describes these indicators and their meanings.
 


 
Indicator Meaning Recommended Action
 clip_image001_color The task was added since you last viewed this page. No action required. If you want to request that this assignment be deleted, delete the new task.
 clip_image002 The Actuals were rejected by the project manager. Contact your project manager to resolve the problem, and then resubmit the actuals.
 clip_image003 You entered the status and saved it, but the status has not yet been submitted. No action required. Click Submit Selected when you are ready to send the status to your manager.
 clip_image004 A note is attached to this task. Click the note indicator to read the note.
 clip_image005 A document is associated with this task. Select the task, and then select a document from the list to view it.
 clip_image006 A risk is associated with this task. Select the task, and then select a risk from the list to review it.
 clip_image007 An issue is associated with this task. Select the task, and then select an issue from the list to review it.

You will also see colored lines next to your tasks.

clip_image009

Below is the key to these colors. Please bear in mind that these colors are meant as guidance and are subject to the influence of pending approvals and updates.

Green - This indicates a New Task

Yellow/Orange - This task will be due soon. Orange will be due sooner than Yellow

Red - Overdue/Past the due date.

clip_image011

Lastly, a pink background on the finish date denotes that it is past today's date.




Posted by webadmin on Sunday, October 19 @ 03:36:00 CDT (4286 reads)
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