Enterprise Project Management Using Microsoft® Office Project Server 2007

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Best Practices for Implementing an EPM Solution
By Hagit Landman, PMP
Softcover, 7.5 x 9.25, 448 pages
ISBN: 978-1-932159-97-4
July 2008

ISBN: 978-1-932159-97-4 Categories: , ,


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 Microsoft® 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.

Greater visibility, insight, and control across all projects and programs, enhanced decision-making, improved alignment with business strategies, better communication, optimal resource utilization and increased opertional efficiency are among the many benefits of implementing an EPM solution. However, implementing an EPM solution that combines project management methodology and supporting tools to enable all project stakeholders in your organization to perform the defined processes effectively is not a simple task unless there is detailed instruction and guidance based on practical experience. This is the first book to provide instruction on how to implement an EPM solution in an organization based on the Project Management Institute’s standardized processes and how to configure the supporting tools from Microsoft products and solutions. PMO professionals, business analysts, program and project managers, project teams and stakeholders will find this unique manual invaluable.

Key Features

  • Illustrates how to implement an EPM solution to better meet an organization’s project or program management goals based on PMI’s proven project management methods using Microsoft’s Project Server 2007, Project Professional, SharePoint Technology and other familiar Microsoft products
  • Describes the stages of an EPM implementation and explains how to carry out the tasks needed to achieve the objectives of each stage
  • Establishes a technological foundation for development, testing, training, and deployment of an EPM solution, and sets the requirements and goals for the EPM implementation
  • Helps align the project management processes with your organization’s goals and defines the procedures and tools required to support these processes
  • Includes numerous examples that demonstrate how to configure the EPM system to support your implementation and a pilot testing stage where your solution can be examined for several months before organization-wide deployment

About the author(s)

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

Part I. EPM Foundation, Goals and Requirements

Chapter 1: Establishing Technology Environments
    Overview of the Microsoft EPM System
    Setting Up Technological Environments
    Obtaining Administrative Rights
    Setting Up Project Professional to Work with Project Server

Chapter 2: Organizational Goals, Objectives and Requirements
    Defining Organization Goals and Objectives
    Understanding Stakeholder Requirements

Part II. Project Management Processes and EPM Solution Deployment

Chapter 3: Establishing Project Management Processes and Supporting Tools

Chapter 4: Initiation Process
    Creating Proposed Project Plan
    Creating Project Workspace
    Entering Initial Project Information
    Performing Preliminary Stakeholder Analysis
    Filling Out the Requirements Matrix
    Finalizing High-level Milestone Plan
    Creating Project Charter
    Creating Preliminary Scope Statement
    Approving Project for Planning

Chapter 5: Planning Process
    Converting Proposed Project to Project Plan
    Associating Project Information with Project Plan
    Field-specific Procedures
    Building Project WBS
    Integration Management – Project Management Plan
    Defining Scope Management Plan
    Defining the CR Management Process
    Defining Time Management Plan
    Defining Human Resource Management Plan
    Defining Cost Management Plan
    Defining Quality Management Plan
    Defining Risk Management Plan
    Defining Communication Management Plan
    Defining Deliverable Management Plan
    Defining Procurement Management Plan
    Setting Baseline

Chapter 6: Execution Process
    Integration Management – Kick-off Meeting
    Scope Management
    Cost Management
    Quality Management – Quality Assurance
    Human Resources Management
    Communication Management
    Risk Management
    Procurement Management

Chapter 7: Monitoring and Control Process
    Scope Control
    Time and Schedule Control
    Cost Control
    Quality Control
    Human Resource Management
    Communication Management
    Risk Control
    Procurement – Contract Administration

Chapter 8: Closing Process
    Integration Management
    Scope Management
    Time Management
    Cost Management
    Human Resource Management
    Communication Management
    Risk Management
    Procurement Management

Chapter 9: Converting Your Sample Site to Be the Default Project Workspace

Chapter 10: Testing and Deploying Your EPM Solution
    Overview: Testing Solution with a Pilot Team/Project
    Establish Training Materials
    On-Going Support (3 Months)
    Pilot Feedback and Lessons Learned
    Develop Deployment Plan
    Deploying Solution to Organization Units

Appendix A: Common Procedures
    Defining Enterprise Custom Fields
    Creating Lookup Tables for Enterprise Custom Fields
    Creating Document Libraries
    Changing Document Library Metadata
    Changing Document Library Settings
    Uploading Documents to Libraries
    Creating Lists
    Changing Column Names in Lists
    Adding Choice Columns
    Adding Yes/No Columns
    Adding Text Columns
    Adding Columns of Type “Multiple Lines of Text”
    Adding Lookup Columns
    Adding Number Columns
    Adding Currency Columns
    Adding Calculated Columns
    Adding “Person or Group” Columns
    Adding Date Columns
    Changing Column Order
    Modifying Existing Lists
    Creating List Views
    Modifying Columns
    Creating Folders in Document Libraries

Appendix B: Troubleshooting