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David Hans

Tracking and Updating with Project Server The Project Update Cycle Best Practise v Reality 11 th February 2004. David Hans. Agenda. Introduction Pcubed What is Updating? Prerequisites Best Practice? Maturity v Confusion? Demonstration Conclusion. What is Updating?.

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David Hans

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  1. Tracking and Updating with Project Server The Project Update Cycle Best Practise v Reality 11th February 2004 David Hans

  2. Agenda • Introduction • Pcubed • What is Updating? • Prerequisites • Best Practice? Maturity v Confusion? • Demonstration • Conclusion

  3. What is Updating? • Planning the Work, Working the Plan • Different Types using MS Project: • Project Managers Secret Plan! • PMO Helping the Project Manager • Manual Timesheets • Project Web Access • % Complete • Hours Worked / Remaining • Time sheeting

  4. Prerequisites • Tracking & Updating • Consistent Planning Standards • Resources assigned • Dependencies applied • Constraints minimized • Task types agreed

  5. Prerequisites • Reporting guidelines and Processes • Time Period for actual information update • Method of reporting progress • %complete • actual work and work remaining • % complete and work remaining

  6. Best Practice – From a Published Plan

  7. Best Practice - Usability Issues • Delegation of ownership • What happens if “Resource A” is on vacation? • Non project time Tracking • Bucket Tasks • Matrix Organisations • Management versus Project view (more of an issue for Project 2002) • Multiple Resource Calendars

  8. Best Practice – Deployment Issues • Business Need / Desire • Project Manager Maturity • Organisational & Management Capability • Types of Project • Management Needs v Management Overhead • Growing with the Organisation

  9. Your Tasks – as a Timesheet Your Portfolio of Tasks by Project • Project Web Access • Gantt and Timesheet Views • Columns • Filters • Grouping Click on Tasks Gantt Chart or Timesheet Current or All Tasks

  10. Percentages, Hours of Work, and Timesheets • Hours per day • Estimates to Complete / Remaining Work Scheduled Work and your actual hours Remaining Hours

  11. Update the Project Manager Save Changes Update Selected Rows Update All What happens next? Approval & Rejection Back to the beginning

  12. Summary • Tracking and Updating using PWA is highly valuable for dispersed teams • Time Saving potential • Requires implementation of good planning and processes • Creates Team involvement in Planning and what is going on • Requires good understanding of scheduling engines by the Project Manager

  13. Conclusion • Best Practice v Reality • Deployment by Steps • Q&A

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