CPS - Transitioning from SharePoint to Project Server 2013 for Enterprise Project Management

Giles Hamson
Senior SharePoint / Project Server Architect
Corporate Project Solutions

Session Objectives
 After attending this session you will understand the different tools
for Project Management offered with SharePoint and Project Server,
including the advantages / disadvantages of each method.

 In addition you will also takeaway:
 A high level understanding of how SharePoint / Project Server work together
 The benefits of enterprise project management
 Project management maturity expectations as solutions become more
complex

Presenter
Giles Hamson – Senior SharePoint / Project Server
Architect

Agenda
 What’s Project Server / Project Online
 Understanding Project Maturity
 Supporting Tools
 Transition – Simple to Complex
 Demo
 Decisions – Where to start?
 Conclusion

A Brief History

1991 – Project for Windows 1991 – Project 2000 – Project Central
1992 – Project 3.0 1993 – Project 4.0 2002 – Project Server 2002 (STS 1.0)
1993 – Project 4.0
1995 – Project 4.1a
2003 – Project Server 2003 (WSS 2.0)
1998 – Project 98 (9.0) 2007 – Project Server 2007 (WSS 3.0)
2000 – Project 2000 (10.0) 1984 – Project 1.0 2010 – Project Server 2010 (SPS 2010)
2002 – Project 2002 (11.0) 1985 – Project 2.0 2012 – Project Server 2013 (SPS 2013)
2003 – Project 2003 (12.0) 1986 – Project 3.0 2013 – Project Online (Office 365)
2007 – Project 2007 (13.0) 1986 – Project 4.0
2010 – Project 2010 (14.0)
2012 – Project 2013 (15.0)

Project Maturity Evolution
Projects, Programmes and Portfolios (P3M). Simple to Complex

 Project Manager  Multiple Projects  Portfolio Management
 May / may not be a  Dedicated Project  Project / Programme
resource also Managers selection based upon
strategic objectives
 Task lists  Centralised Resourcing
 Paper  Resource Rates  Financial cross charging
 Excel / Project  linking project cost
 Programme
 RAID Logs Management  Multiple Resource Rates
 Risks, Actions, Issues,  Multiple Stakeholders  Based on scenario
Deliverables
 Reporting

Supporting Tools
Projects, Programmes and Portfolios (P3M). Simple to Complex

 Environment  Environment  Environment
 Microsoft Project  Microsoft Project  Microsoft Project
 SharePoint Foundation  Project Server  Project Server
 Office 365  Office 365  Office 365
 SharePoint Online  Project Online  Project Online
 SharePoint Lists  Centralised Resourcing  Demand Management
 Risks  Enterprise Resource Pool  Portfolio prioritisation
 Actions
 Issues  Reporting  Financial cross charging
 Deliverables  Roll up by project or  UMT Project Essentials
programme via:  Project Server only
 PS: Reporting DB, REST
 Multiple Resource Rates
 Project Online: REST
 5 cost rates per resource
 SP: List rollup (CQWP)

Transition – Simple to Complex
Allowing your environment to grow as the organization does.

 Project can only be seen  Projects still in SharePoint  Projects fully inside Project
within SharePoint but visible to Project Server Server
 Create Project Site
 Use Project with Task List  Convert Project to  Convert “visibility” to
 Use Project Site for Risks, “visibility” mode via Project enterprise mode
Actions, Issues,  View all projects along  Draft / Publish capability
Deliverables, Documents side each other within  Central Resource Pool
etc… Project Server  Demand Management
 Project publishes on save
 Report on Project Data  SharePoint vs. Project
Server permission model

Demo Video
 The following is a video of the live demonstration from SharePoint
Saturday UK on the 8th December 2012 in Nottingham.

 Please note that no sound is available, but it runs through the steps
from Simple to Complex in terms of the toolset available in
SharePoint / Project Server 2013.

 You Tube:
 HD: http://youtu.be/w0F4R5CN6MQ?hd=1
 SD: http://youtu.be/w0F4R5CN6MQ

Feature Comparison
Features SharePoint SP Details Visibility Vis. Details Enterprise Ent. Details
Task list in SharePoint Site Read / Write Read / Write Read Only
Timeline Web Part (SP Site) Read / Write Read / Write Read Only
Deliverable, Risk, Issue Lists Use custom lists Available Available
Reporting (SQL) Not Available Available Available
Reporting (Cube) Not Available Available Available
Draft and Publish Plans Not Available Publish only Available
Task list in Project Web App Not Available Not Available Available
Schedule Web Part (Gantt) Not Available Not Available Available
Tasks visible in Schedule Web Part (Gantt) Not Available Not Available Available
Server side Project edits (PWA or Code) Not Available Not Available Available
Tasks / Timesheets Not Available Not Available Available
Single Entry Mode (Task / Timesheet updates) Not Available Not Available Available
Statusing Not Available Not Available Available
Demand Management Not Available Not Available Available
Delegation Not Available Not Available Available

Decisions – Where to Start?
 Understand Project Management Further Reading
maturity within your organisation  Sign up for the Project Online preview:
 http://www.microsoft.com/project/en-
 Different departments maybe at different us/preview/
levels
 Project Server H/W & S/W requirements:
 SharePoint / Project Server can support  http://technet.microsoft.com/en-
all levels at once us/library/ee683978(v=office.15).aspx

 Project Server Capacity Planning:
 Determine On-Premise or Online  http://technet.microsoft.com/en-
us/library/ff646967(v=office.15).aspx
 Depends on how complex you want to be
 Visibility vs. Enterprise Projects
 Don’t run before you can walk  http://technet.microsoft.com/en-
us/library/ff631142.aspx#section10
 Ensure you are getting the full benefits of
each stage before moving forward. You  SharePoint vs. Project Server permissions
 http://technet.microsoft.com/en-
will need everything you have built so far us/library/fp161361(v=office.15).aspx
to move on.

Giles Hamson (giles.hamson@cps.co.uk)

Web: http://www.cps.co.uk
Blog: http://www.spandps.com
LinkedIn: http://uk.linkedin.com/in/ghamson

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CPS - Transitioning from SharePoint to Project Server 2013 for Enterprise Project Management

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