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Connect to Office Project Server 2007 through Office Project Web Access
1. On the desktop, double-click the shortcut Home Project Web Access. 2. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the URL https://enu-projserv/pwa/ and opens to the Office Project Web Access home page. You can also connect manually through Office Project Web Access by opening the Microsoft Internet Explorer window and, in the address box, type http://enu-projserv/pwa and press ENTER.
2. In the Quick Launch, click Project Center. 3. On the Project Center page, in the row for Automated Hardware Architecture_Explore PWA, in the Project Name field, click Automated Hardware Architecture_Explore PWA. Confirm that you can scroll through the project tasks. 4. In the Tasks table, in the first row, click the Task Name field. 5. On the Actions menu, click Scroll to Task. Notice that the Task bars appear in the Gantt chart area.
6. On the Project Details: Automated Hardware Architecture_Explore PWA page, in the Quick Launch, click Project Center. Confirm that you can scroll through the list of projects. Because you are signed in as Steve Masters, you can only view enterprise projects, proposals, and activity plans for which Steve Masters is the owner or has been assigned tasks. 7. On the Project Center page, locate the features listed in the following table and then write a brief description in the table for each one. Feature New menu Actions menu Go To menu Settings menu Views list : : : : : Description
4. Confirm that the Welcome menu now appears as Welcome Masters Steve. 5. On the Quick Launch, click Server Settings. Notice the list of commands that are now available for Steve Masters, who fills the project manager and resource manager roles. The list has been reduced as compared with the list of commands that were available for an administrator, which was the previous role used. 6. In the Microsoft Internet Explorer window, on the Title bar, click Close. 7. On the desktop, double-click the Forms Project Web Access shortcut. Confirm that the Microsoft Internet Explorer window opens, automatically connects to the Project Servers Forms URL https://enuprojserv:81/pwa/ and opens to the Forms Sign In page. Notice that the URL used to connect as a Forms Authenticated user is different from the URL used to connect as a Windows authenticated user. 8. On the Sign In page, in the User name box, type Hamlin Jay 9. In the Password box, type Pa$$w0rd and then click Sign In. 10. Confirm that the Welcome menu now appears as Welcome Hamlin Jay. 11. On the Quick Launch, click Server Settings. Jay Hamlin is the CEO of Litware Corporation and he belongs to the Executives, Portfolio Managers, Resource Managers and Team Members Groups. Notice all the features that Jay Hamlin is allowed to do according to his profile. Note: Access to the commands listed in the Quick Launch and other tool features is controlled by a users profile. The default user profiles can also be customized to alter the standard users access to the commands listed in the Quick Launch and other tool features. 12. In the Microsoft Internet Explorer window, on the Title bar, click Close. 13. Using the two methods shown, connect to Office Project Web Access with the correct method based on the information in the following table. Notice the different lists of commands available for each user on the Quick Launch and on the Server Settings page. Role Team Member Project Manager, Resource Manager, Team Member Team Member Authentication Method Forms Windows Forms User name Nixon Toby Northup Fred Bento Paula Password Pa$$w0rd Pa$$w0rd Pa$$w0rd
14. Close all open windows. 15. Press RIGHT-ALT+DELETE. 16. In the Windows Security dialog box, click Log Off. 17. In the Log Off Windows dialog box, click Log Off.
10. In the Task Entry table, in the first empty row, in the Task Name field, type 5928_Practice and press ENTER.
1. In the File menu, click Close. 2. In the Microsoft Office Project dialog box, click Yes.
10. Press RIGHT-ALT+DELETE. 11. In the Windows Security dialog box, click Log Off. 12. In the Log Off Windows dialog box, click Log Off.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware, Inc., is an international leader in the research, design, and marketing of satellite radio devices. The company is currently at the forefront of the evolution of radio services. To maintain its leadership, Litware is currently developing new products, expanding its facilities, and improving its administrative and fabrication procedures. Litware has established a project management office (PMO) that is responsible for implementing the Microsoft Enterprise Project Management (EPM) solution and a project management methodology to plan and control its EPM initiatives, or projects. Litware initiatives administered through the PMO include approximately 50 projectsclassified as business growth, development, enhancement, infrastructure, internal efficiencies, and regulatorywith an investment of $135 million (USD). Current Situation: You are a project manager for Litware, currently managing two to three projects. Because these projects are not related to each other, you are not managing a program. One of your projects has a completely dedicated project team. As a result, none of the individuals on that projects team have responsibilities or assignments outside of your project. Although your remaining projects are not related to each other, a few of your assigned resources have non-projectized assignments, as well as their work on other projects. They have limited availability for your projects. To help you track work assignments, your organization is using Office Project Web Access without any add-on products. Everyone is to provide task progress updates weekly, at a minimum; however, not all of business management is required to track time in Office Project Web Access. Current Assignments: As the project manager for the Server Procurement project, you need to setup a project server account profile to save you time when connecting to Office Project Server 2007 from Office Project 2007. You also want to use the Project Charter information you just received from the Project Management Office (PMO) to create a new enterprise project for the Server Procurement project. Once you have created and configured the project schedule, youll need to save and publish it to the Office Project Server 2007 databases.
Exercise 1: Connecting to Office Project Server 2007 In this exercise, you will create a project and a project server account in Office Project 2007. Scenario As the project manager for the Server Procurement project, you know you will be connecting to Office Project Server 2007 on a regular basis. To save time, you decide to set up a project server account profile for connecting to Office Project Server 2007 from Office Project 2007. You know the NTLM URL for the Litware Project Server is http://enu-projserv/pwa and you want to connect using Windows authentication. To give yourself the option to change the connection options, you decide to configure the profile so that you manually control your connection state. The principal tasks for this exercise are as follows: Set up a project server account in Office Project 2007. Select a project server profile for authentication. Tasks 1. Set up a project server account in Office Project 2007. Supporting information Open Office Project 2007 and connect to Office Project Server 2007 as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd In Enterprise Options, add a new project server account and name it 5928ALabs MyAccount. This new project server account should use the following parameters: Parameter Value Project Server URL http://enu-projserv/pwa Authentication Windows user account When Starting Manually control connection state. Close Office Project 2007. Open Office Project 2007 and connect to Office Project Server 2007 using the account profile: 5928ALabs MyAccount.
Exercise 2: Creating a New Project in Office Project Server 2007 In this exercise, you will create a new enterprise project in Office Project Server 2007 from Office Project 2007. Scenario As the project manager for the Server Procurement project, you also want to use the Project Charter information you just received from the Project Management Office (PMO) to create a new enterprise project named Procurement_New Project for the server procurement project. You want to be sure to fill in the project properties and the project information, including as many enterprise custom fields as possible. Additionally, there are two collaboration options that you want to configure. All these setting are necessary for your project to comply with the PMO corporate standards. On this project, there are two collaboration options you must set. First, you want to allow project resources to reassign tasks using Project Server, and
then you have also decided to use the default method of reporting progress on tasks as set on Project Server. The principal task of this exercise is to create an enterprise project using Office Project 2007. Tasks Create an enterprise project using Office Project 2007. Supporting information Open F:\MOC 5928A\Practice files \5928A_Labs.xlsx provided by the project management office (PMO). On the Lab1_Ex2_Procurement worksheet, review all the supporting Project Charter information provided. You will need to use this information to complete the work assignment that you have been given. Open the F:\MOC 5928A\Practice files\Procurement_New Project project in Office Project 2007. In the Procurement_New Project project, enter the project properties, as defined in the supporting Project Charter information provided by the PMO. Specify project property values for the following: Project Properties project title subject author manager company In the Procurement_New Project project, enter the project information, as defined in the supporting Project Charter information provided by the PMO. Specify project information values for the following: Project Information Start Date Schedule from Calendar Priority Enterprise custom fields where available. Specify the collaboration options as the following: Collaboration Options Allow resources to reassign tasks using Project Server Use the default method set on Project Server
Exercise 3: Saving a New Project in Office Project Server 2007 In this exercise, you will save and publish an enterprise project in Office Project Server 2007 from Office Project 2007. Scenario Now that you have created a new enterprise project for the Server Procurement project and configured both the project properties and project information fields, it is time to save your enterprise project to the Office Project Server 2007 working store and publish it to the published store. Finally, you want to check that the Server Procurement project that you have published is complete and that it can be accessed from Office Project Server 2007. The principal tasks for this exercise are as follows:
Save an enterprise project by using Office Project 2007. Publish an enterprise project by using Office Project 2007. Review information published in Office Project Server 2007 by using Office Project Web Access. Tasks 1. Save an enterprise project by using Office Project 2007. 2. Publish an enterprise project by using Office Project 2007. 3. Review information published in Office Project Server 2007 by using Office Project Web Access. Supporting information Save the new enterprise project to Office Project Server 2007 using the name: Server Procurement. Close the Server Procurement project. Open the Server Procurement project to confirm that it was saved correctly. Publish the Server Procurement project and create a project workspace. Close Office Project 2007.
Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Project Center page, click the Server Procurement project name to view the project details. Confirm this is the same project that you just published to Office Project Server 2007. Close Office Project Web Access. Close Office Excel 2007.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
9. In the Nixon Toby row, under Calendar or Enterprise Resource, select Nixon Toby, and then click OK. 10. Repeat Steps 4 and 5 for the resources named in the following table: Resource Name Paula Bento Weber Martin Woods John Action on Import Map to enterprise resource Map to enterprise resource Map to enterprise resource Calendar or Enterprise Resource Bento Paula Weber Martin Woods John
Tip: The above table illustrates that misspelled resource names in the local project can still be reconciled with enterprise resource names. Note: If you click Map Resources again, a message indicates that no local resources are present. This is a good secondary check to ensure that all of the local resources are mapped. The Import Project Wizard will automatically check for local resources in Step 2. 11. In the Import Project Wizard pane, click Continue to Step 2. 12. Under Confirm Resources, you will see a list of the number of local resources and the number of errors that may have occurred. If necessary, resolve these issues, and then click Continue to Step 3. 13. Under Task Field Mapper, you are prompted to map local fields to enterprise fields. This project does not have any custom local fields that need to be mapped. Click Continue to Step 4. 14. Under Confirm Tasks, review the number of tasks listed to ensure it matches the number of tasks displayed in the Gantt Chart, and then click Continue to Step 5. 15. Under Save Project to Project Server, click Save As. 16. In the Save to Project Server dialog box, type Project Import_Practice and then click Save. 17. In the Microsoft Office Project dialog box that states Enterprise standard calendars are needed, for the question Do you want to continue, click Yes. 18. In the Import Project Wizard pane, Congratulations should have appeared. Click Save and Finish. This will close the wizard. Keep Project 2007 open for the next part of the practice. Note: This wizard does not publish the project.
4. On the View menu, click Gantt Chart. In Project 2007, on the File menu, click Close. Discard any changes to the schedule.
8. At the top of the Feasibility Study page, click Close. 9. In the Microsoft Internet Explorer window, on the File menu, click Close.
Upload a document
1. Restore the Office Project Web Access Project Documents window. 2. On the Upload menu, click Upload Document. 3. In the Name field, click Browse and browse to F:\MOC5928A\Practice files, and then double-click Project Charter. This inserts the path in the Name field. Click OK. This will open the Project Documents: Project Charter properties page. 4. In the Owner field, enter Masters Steve. Tip: If you type in the resource name, click Check Names to match the name to a name in the enterprise resource list. This is useful to verify the name was spelled correctly. 5. In the Status field, click Final, and then click OK. 6. Keep this page open for the next part of the practice.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware is an international corporation, a leader in the research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: You are working on finishing the initiating processes. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. Current Assignment: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes:
The Project Charter for the Analysis and Evaluation of the Server Acquisition project. Various project documents for the Analysis and Evaluation of the Server Acquisition project. At this point you have decided that project management and team collaboration would be enhanced if you had a central location on the web for the team to share information. Also, to assist the resource managers with their staffing decisions, you are going to use the project charter to create a high-level schedule and a high-level resource estimate. First, you will need to create an activity plan to capture details for your high-level schedule. Second, you will need to build a resource plan to capture high-level staffing requirements. Third, you will need to create a unique project workspace in Windows SharePoint Services for your project. Finally, you will create a document library on the project workspace to store and share project-related documents.
Exercise 1: Creating an Activity Plan In this exercise, you will create a project in Office Project Web Access using Activity Plans. Scenario As the project manager, you want to create an activity plan to capture details for your high-level schedule. You can use information from the new project charter for the Analysis and Evaluation of the Server Acquisition project to complete the summary information section of the activity plan. The principal tasks for this exercise are as follows: Create a project in Office Project Web Access using an Activity Plan. Tasks Create a project in Project Web Access by using an Activity Plan. Supporting information Use F:\MOC 5928A\Lab files\5928A_Labs.xlsx. Review the information contained in sheet LAB2_EX2_Analysis. Use Home Project Web Access to create a new Activity Plan. Complete Summary Information section using information from the Project Charter. Save the project.
Exercise 2: Building a Resource Plan In this exercise, you will create a resource plan in Office Project Web Access based on the project created in the previous exercise. Scenario As the project manager, you want to build a resource plan to capture the high-level staffing requirements for the resource managers. In the Project Charter, you will find the necessary data to develop the Resource Plan for the Analysis and Evaluation of the Server Acquisition project. The principal task for this exercise is to create the Project Resource Plan. Tasks Create a project resource plan. Supporting information Access the Project Resource Plan page of the project saved in the previous exercise. Build the project resource plan team using the information in the Project Charter.
Create the project Resource Plan using the information in the Project Charter. Save the Resource Plan.
Exercise 3: Creating a Project Workspace In this exercise, you will create a project workspace in Office Project Web Access, based on the project created in Exercise 1. Scenario As the project manager, you want to create a unique project workspace in Windows SharePoint Services for your Analysis and Evaluation of the Server Acquisition project. First you want to publish the project, and create the project workspace. Once the project workspace has been created, you want to check it, and view the project information published in the Project Center. The principal tasks for this exercise are: Publish the project. Review the project workspace. Review the information published in the Project Center. Tasks 1. Publish the project. 2. Review the project workspace. 3. Review the information published in the Project Center. Supporting information Publish all project information, including the resource plan from the previous two exercises. Access the Project Workspace page. Review the information. Go to the Project Center page and review the published project information.
Exercise 4: Managing Documents In this exercise, you will create folders in the document library and upload project documents to the project workspace in Office Project Web Access, based on the project created in Exercise 1. Scenario As the project manager, you want to upload the documents you received as initial project information into each of the project workspaces, so that all team members may consult them. You will first need to create the necessary folders in the document libraries on the project workspaces. The principal tasks for this exercise are: Create folders for Project Analysis and Evaluation of Server. Upload document (Project Charter) in the Project Analysis and Evaluation of Server initiation folder. Tasks 1. Create project analysis and evaluation of the server acquisition Supporting information Go to the Analysis and Evaluation of the Server Acquisition project workspace.
folders.
2. Upload the document Project Charter for project Analysis and evaluation of the server acquisition in the Initiation folder. 3. Create Project Server Procurement folders.
Go to Project Documents page. Create the folder for the main groups of project administration processes (Initiation, Planning, Execution, Monitoring and Control, and Closing). Access the Project Workspace page. Upload the Project Charter document into the Initiation Folder.
4. Upload the document Initial Schedule for project Server Procurement into Initiating.
Go to Project Server Procurement folders. Go to Project Documents page. Create the folder for the main groups of project administration processes (Initiation, Planning, Execution, Monitoring and Control, and Closing). Access the Project Workspace page. Upload the Initial Schedule document into the Initiation Folder.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Determine the Impact on Existing Systems Requirements Elicitation Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery
12. In the Work Details table, in the row for the Final Delivery task, in the Milestone field, select the check box. Confirm that, in the row for the Final Delivery task, in the Duration field, the value has been changed to 0. 13. Click Save.
WBS 0 1.0 1.1 1.2 1.3 2.0 2.1 2.2 3.0 3.1 3.2 4.0 4.1 4.2 5.0
Task Name A Feasibility Study Initial Definitions Define Study Boundary Identify Key Participants Define Business Requirements Existing Systems Analysis Research & Analyze Existing Systems Determine the Impact on Existing Systems Requirements Elicitation Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery
Predecessors
Successors
1.1 1.1 1.2, 1.3 2.1 1.2, 1.3, 2.2 3.1 2.2, 3.2 4.1 4.2
1.2, 1.3 2.1, 3.1 2.1, 3.1 2.2 3.1, 4.1 3.2 4.1 4.2 5.0
Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery
16. In the Actions menu, click Zoom Out. Confirm that the scale in the chart area contracts back to its original size. 17. In the chart portion, point to the Task bar for the Define Study Boundary task. 18. From the ScreenTip that appears, record the Task type in the following table. 19. Repeat steps 17 and 18 for the remaining Task bars and record your findings in the following table for class discussion. Task Name A Feasibility Study Initial Definitions Define Study Boundary Identify Key Participants Define Business Requirements Existing Systems Analysis Research & Analyze Existing Systems Determine the Impact on Existing Systems Requirements Elicitation Obtain User Requirements Specifications Requirements Validation and Documentation Recommended Solution Describe Development Strategy Prepare and Submit Feasibility Study Final Delivery 20. On the Project Details page, click the Home tab. 21. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes. Type
: : : : : : : : :
8. In the Deliverable Finish box, type or select 01/28/2007 and then click OK. Notice that the Write task was given the duration of 5 days, 2 days shorter than this 7-day deliverable. Explain that deliverables do not have to have the same duration as tasks. 9. On the Deliverables page, click New. 10. On the Deliverables: New Item page, in the Title box, type Art and Graphics 11. In the Description box, type Art and Graphics developed by Graphic Design Team 12. In the Deliverable Finish box, type or select 01/25/2007 and then click OK. 13. On the Deliverables page, click Art and Graphics. 14. Click Edit Item. 15. In the Deliverable Finish box, type or select 02/01/2007 and then click OK. Note: Your instructor will review the different options and features on the different pages used in the demonstration. 16. On the Internet Explorer window, on the Title bar, click Close.
12. In Office Project 2007, on the Collaborate menu, click Manage Deliverables. Notice that the Deliverables pane now appears on the left side of the window. 13. In the Deliverables pane, click Open deliverables in browser. The Training Handbook_Deliverables workspace page appears in a new Internet Explorer window. This is the same Web page you accessed in the beginning of this practice. 14. In the Internet Explorer window, on the Title bar, click Close.
ScreenTip Information The values for this deliverable differ with those on the server. Details: Modified
Client [Date and time modified] Server [Date and time modified] Deliverable Finish Client 1/26/2007 Server 1/24/2007 12. In the Deliverables pane, click Accept all server changes. If a Microsoft Office Project dialog box appears, click OK. The Deliverable information in Office Project 2007 is synchronized with the Deliverable information on the server and that the Deliverable information in Office Project 2007 has now been updated.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on by using the following:
User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware is an international corporation, a leader in the research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project. The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by creating a resource plan and developed project workspaces to store projectrelated documents. Current Assignment: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes: The scope and schedule plans for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. A list of the project deliverables for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. You are now ready to establish the actual WBS and project schedules for your projects. You will first need to enter the individual tasks and milestones that make up the WBS. Next, you will want to create the schedule by entering task duration estimates and task links. Finally, for each project, you will create the deliverable items and begin to manage their links to scheduled project tasks, as well as dependencies to scheduled tasks in other projects, so you can better manage the project scope.
Exercise 1: Entering WBS, Tasks, and Milestones In this exercise, you will develop components of the schedule plan and WBS by entering tasks and milestones.
Scenario You are now ready to use the schedule plan to help you establish the complete WBS and schedule for each project. Starting with the Analysis_Schedule project, you will want to open its activity plan in Office Project Web Access, and then enter the remaining detailed tasks and milestones that make up the WBS. The principal task for this exercise is to enter WBS, tasks, and milestones in Office Project Web Access.
Tasks Enter WBS, tasks, and milestones in Office Project Web Access.
Supporting information Open the My Documents\5928A_Labs.xlsx document provided by the project management office (PMO). On the 5928A_Lab4_Ex1 worksheet, review all the supporting schedule and scope plan information provided. You will need to use this information to complete the work assignment that you have been given. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, open the Analysis_Schedule activity plan. In the Work Details section, create all the tasks and milestones, with appropriate task indents, as defined in the supporting schedule and scope plan information provided by the PMO. When finished creating the tasks and milestones, Save and Publish the Analysis_Schedule activity plan.
Exercise 2: Creating the Project Schedule In this exercise, you will develop the schedule plan by incorporating task duration estimates and task sequencing within the WBS. Scenario You are now ready to use the schedule plan to help you complete the project schedule for the Analysis_Schedule project. You will start by entering the remaining task duration estimates and then creating the necessary task links to represent the predecessor and successor relationships between the tasks. The principal task for this exercise is to enter task durations, estimates, and sequences in Office Project Web Access. Tasks Enter task durations, estimates, and sequences in Office Project Web Access. Supporting information On the 5928A_Lab4_Ex1 worksheet, review all the supporting schedule and scope plan information provided. You will need to use this information to complete the work assignment that you have been given. Continue working with the Analysis_Schedule activity plan. In the Work Details section, enter all the tasks duration, estimates, and necessary task links, as defined in the supporting schedule and scope plan information provided by the PMO. When finished entering the task duration estimates and links, Save and Publish the Analysis_Schedule activity plan.
Exercise 3: Creating Project Deliverables In this exercise, you will create project deliverables in Office Project Web Access. Scenario
You are now ready to use the scope plans to help you create the deliverable items in the project workspaces for both your projects. Creating these deliverable items in each project will help you to better manage the scope for each project. Starting with the Analysis_Schedule project, you will use Office Project Web Access to access the project workspace and create the new deliverable items. Next, you will use Office Project 2007 to access the Procurement_Schedule project workspace and create its deliverable items. The principal tasks for this exercise are as follows: Create project deliverables in Office Project Web Access. Create project deliverables in Office Project 2007. Tasks 1. Create project deliverables in Office Project Web Access. Supporting information On the 5928A_Lab4_Ex1 worksheet, review all the supporting deliverable information provided. You will need to use this information to complete the work assignment that you have been given. Continue working with the Analysis_Schedule activity plan. Open the Analysis_Schedule project workspace. On the Analysis_Schedule project workspace, create the two project deliverables as defined in the supporting deliverable information provided by the PMO. Close the Analysis_Schedule project workspace. On the Lab4_Ex1 worksheet, review all the supporting deliverable information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the Procurement_Schedule project in Office Project 2007. In Office Project 2007, create the project deliverable and link it to a project task, as detailed in the supporting deliverable information provided by the PMO. When finished creating and linking the project deliverable, save and publish the Procurement_Scheduleproject.
Exercise 4: Managing Dependencies on Deliverables In this exercise, you will manage dependencies between one projects tasks and another projects deliverables. Scenario Now that you have created the project deliverables for both projects, it is time to manage their links to scheduled project tasks, as well as their dependencies to scheduled tasks in other projects. Establishing links between the deliverable items and detailed tasks allows you to quickly access and review each deliverable item from its related detailed tasks, in each of the project schedules. In the Analysis_Schedule project, you will create dependencies between the deliverables and scheduled tasks from other projects. The principal task for this exercise is to manage dependencies on deliverables for tasks in other projects. Tasks Manage dependencies on deliverables for tasks Supporting information On the 5928A_Lab4_Ex1 worksheet, review all the supporting deliverable information provided. You will need to use this information to complete the work assignment that you have been given.
in other projects.
In Office Project 2007, add a dependency between the project deliverable and a project task in the Analysis_Schedule project, as detailed in the supporting deliverable information provided by the PMO. When finished creating and linking the project deliverable, Save and Publish the Analysis_Schedule project. Close Office Project 2007. Close Office Project Web Access. Close Office Excel 2007.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENU-PROJSERV virtual machine is running and logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
2. In Office Project Web Access, on the Home page, in the Quick Launch, click Resource Center. 3. On the Resource Center page, in the View list, click (PMO) Position and Role. 4. Analyze the information on the Resource Center page, and answer the following review questions. You may need to scroll down to search for this information. Review Questions How many QA specialists and corporate project managers are there in the organization? Who are the QA specialists and Corporate Project Managers in the organization? QA Specialists: Corporate Project Managers:
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recentlybecome the project manager for two new enterprise projects:
The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by creating a resource plan, and you have developed project workspaces to store project related documents. You have developed the WBS and the project schedules. You have also created and linked project deliverables to scheduled tasks and to dependencies in other projects. Current Assignments: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes: The Staffing Plan for the Analysis and Evaluation of the Server Acquisition project. The Staffing Plan for the Server Procurement project. You are now able to finish building the project teams for your projects. You will first want to check which resources are in the project team and synchronize that with your original resource plan to save yourself valuable time. Next, you will want to add and configure any local resources who are required for your projects by using Office Project 2007.
Exercise 1: Building the Project Team In this exercise, you will build the project team. Scenario As the project manager, you are now ready to finish building the project teams for your projects. You will first want to check which resources are in the project team for the Analysis_Staffing project and synchronize that with your original resource plan. This step can save your valuable time when building the project team. Next, you will want add and configure any local resources who are required for the Procurement_Staffing project by using Office Project 2007. In this case, you will need to add a local material resource for the server farm hardware. The principal tasks for this exercise are as follows: Build a project team in Office Project Web Access. Build a Project team in Office Project 2007.
Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab5_Ex1 worksheet, review all the supporting staffing plan information provided. You will need to use this information to complete the work assignment that
you have been given. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, open the Analysis_Staffing activity plan. Use the Build Team feature to check that the project team for the Analysis_Staffing activity plan matches the resources listed in the staffing plan provided by the PMO. Synchronize the Analysis_Staffing activity plans project team to the resource plan in Office Project Web Access. When finished with the project team, save and publish the Analysis_Staffing activity plan. Close the Analysis_Staffing activity plan. On the Lab5_Ex1 worksheet, review all the supporting staffing plan information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the Procurement_Staffing project in Office Project 2007. In Office Project 2007, use the Build Team from Enterprise feature to build the project team to match the staffing plan provided by the PMO. In the Resource Sheet, add and configure a local material resource for the server farm hardware. Use the resource name: Server HW. When finished building the project team, save and publish the Procurement_Staffing project in Office Project 2007. Close Office Project 2007. Close Office Project Web Access. Close Office Excel 2007.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
3. In the Password box, type Pa$$w0rd and then click Sign In. Confirm that you are connected to Office Project Server 2007 as the team member Alice Ciccu. 4. On the Office Project Web Access Home page, in the Quick Launch, click My Tasks. The My Tasks page appears. 5. The following tables provides a brief description of the various menus and command buttons found on the My Tasks page. Feature New menu Description : Used to create a personal activity or a task for a project, proposal or activity plan. : Used to assign another team member to a task that is assigned to you. : Used to self-assign a task that has been assigned to your team resource. : Used to remove an assignment.
6. On the My Tasks page, scroll to the bottom of the page of assignments. 7. In the Page list, click Page 2, and then scroll to the bottom of the second page of assignments. Notice that the list of assignments is displayed on more than one page. 8. In the Page list, click Page 3, and then scroll to the bottom of the third page of assignments. Notice that although the Obtain Information task appears as an assignment, the project manager must still approve it.
10. In the Comments section, type We need to obtain all information about the Outline, criteria, specifications and detailed information about the training handbooks in this organization. 11. Click Submit. 12. On the My Tasks page, under the Training Handbook_Team Member Assignments project, in the row for the Obtain Information task, click in the Indicator field. Notice that the Obtain Information task has been added as an assignment to the My Tasks page.
4. In the Open dialog box, double-click Retrieve the list of all Projects from Project Server. Notice that the list of all projects from the Project Server Working store appears in the Open dialog box, the current Mode is Read/Write, and the Store is set to Working. 5. In the Open dialog box, click Training Handbook_Team Member Assignments and then click Open. 6. On the View menu, ensure that Gantt Chart is selected. 7. In the Entry table, click the row heading for Task ID 5 to select the entire row. 8. In the row for Task ID 5, click and drag the row heading until it is between Task ID1 and Task ID 2. Notice that the tasks are renumbered. 9. On the Standard toolbar, click Save. 10. On the File menu, click Publish. 11. On the File menu, click Close. 12. In the Microsoft Office Project dialog box, click Yes. You are checking in the project. 13. On the File menu, click Exit.
5. On the My Tasks page, under the Training Handbook_Team Member Assignments project, in the row for the Obtain Information task, in the Indicators field, point to the Assignment Updated icon. Confirm that the newly published assignment now displays within the list of project tasks as an assignment update.
the Office Project Web Access Home page. Confirm that you are connected as the project manager Steve Masters. 3. In Office Project Web Access, on the Home page, in the Quick Launch, click Task Updates. 4. On the Task Updates page, under the Feasibility Study_Self Assignments Cycle project, in the row for the Requirements Validation and Documentation task, in the Select field, click the check box. 5. In the row for the Identify Key Participants task, in the Select field, click the check box. 6. On the Task Updates page, click and drag the Vertical divider to the right until you can see the Type column. Confirm that, in the Type column, the Requirements Validation And Documentation Identify task and the Key Participants task are categorized as Task reassignment requests. 7. Click Accept. 8. On the Confirmation Web Page Dialog, click Accept. Confirm that the Requirements Validation And Documentation Identify task and the Key Participants task have both been removed from the Task Updates page. 9. On the Task Updates page, click the Home tab. 10. In the Internet Explorer window, on the Title bar, click Close. The Internet Explorer window closes.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd
Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and
The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far, you have created a project server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by creating a resource plan, and you have created project workspaces to store project related documents. You have also developed the WBS and the project schedules. You have created and linked project deliverables to scheduled tasks and to dependencies in other projects. Finally, you have also built the project teams from both enterprise and local resources. Current Assignments: The PMO has just sent you some more information to help you to further develop the components of your project management plans. The new information you have just received includes: The resource assignments for the Analysis and Evaluation of the Server Acquisition project. The resource assignments for the Server Procurement project. You are now ready to use the project teams to create the remaining resource assignments for each of your projects. You will first create the resource assignments and then save and publish them to Office Project Server 2007 for each project team member to review. As the project team members review their assignments, they will need to make adjustments. Initially, individual team members will be obligated to create self-assignments for team resources in which they are members. Additionally, there will be task reassignments to resources who are better suited for the assignments for various reasons. Finally, you will need to level any overallocated resources, which can be complicated if they have task assignments in multiple projects.
Exercise 1: Assigning Resources In this exercise, you will learn how to collaborate on the assigning of resources to project tasks. Scenario As the project manager, you are now ready to use the project teams to create resource assignments for both the Analysis_Assignments and the Procurement_Assignments projects. You will first create the resource assignments and then save and publish them to Office Project Server 2007 for each project team member to review. The principal tasks for this exercise are as follows: Assign resources in Office Project Web Access. Assign resources in Office Project 2007. Tasks 1. Assign resources in Office Project Web Access. Supporting information Open the F:\MOC 5928A\Lab files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab6_Ex1 worksheet, review all the supporting resource assignment information provided. You will need to use this information to complete the work assignment that you have been given.
Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, open the Analysis_Assignments activity plan. In the Work Details section, create all the resource assignments, as defined in the supporting resource assignment information provided by the PMO. When finished creating the resource assignments, save and publish the Analysis_Assignments activity plan. On the Lab6_Ex1 worksheet, review all the supporting resource assignment information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the empty Procurement_Assignments project in Office Project 2007. In Office Project 2007, create the resource assignments, as detailed in the supporting resource assignment information provided by the PMO. When finished creating the resource assignments, save and publish the Procurement_Assignments project. Close Office Project 2007.
Exercise 2: Self-Assigning to a Team Task In this exercise, you will learn how to collaborate on the self-assigning of resources to project tasks. Scenario One of the first collaboration sequences that must occur, after the initial assignments have been published, is self-assignment by individual team members. Self-assignments are required for tasks that have been assigned to a team resource. The team members that make up the team resource are equally responsible for creating an actual resource assignment for the task by using the process of self-assignments. Once a selfassignment has been requested, as the project manager, you will need to review the request and either approve or reject it. Once you have approved a self-assignment, all the team members involved with the team resource will want to see the revised assignments after you publish the Analysis_Assignments project again. The principal tasks for this exercise are as follows: Self-assign a task as a team member resource. Approve a task self-assignment as a project manager. Tasks 1. Self-assign a task as a team resource member. Supporting information Open Office Project Web Access as the team member, Bart Duncan. User name: Duncan Bart Password: Pa$$w0rd On the My Tasks page, use the Self-assign Team Tasks feature to assign yourself to the Information gathering task in the Analysis_Assignments activity plan. Close Office Project Web Access. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Task Updates page, under the Analysis_Assignments activity plan, in the Information gathering task, accept the request using the Approval Preview to view
the effects of the updates. Before leaving the Approval Preview, type a comment for your team member, indicating you have accepted his self-assignment. Close Office Project Web Access.
Exercise 3: Reassigning Assignments In this exercise, you will learn how to collaborate on the reassigning of resources to project tasks. Scenario As the team members review their assignments, they will need to make adjustments. Inevitably, they will probably need to collaborate on changing the assignments to resources who are better suited for the assignments for various reasons. Once one of your team members creates a reassignment request, you will need to review the request and either approve or reject it as the project manager. Once you have approved a task reassignment, the team members involved will both want to review their revised lists of task assignments after you publish the Analysis_Assignments project again. The principal tasks for this exercise are as follows: Reassign a task as a team member. Approve a task reassignment as a project manager. Review a new task assignment. Tasks 1. Reassign a task as a team member. Supporting information Open Office Project Web Access as the team member, Terry Earls. User name: Earls Terry Password: Pa$$w0rd On the My Tasks page, use the Reassign Work feature to reassign the RFP Initial Documents task in the Analysis_Assignments activity plan to the team member, Bart Duncan, with a start date of Jan 8 07. In the comment field, type Work reassigned due to personal issues and then submit the reassignment. Close Office Project Web Access. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd On the Task Updates page, under the Analysis_Assignments activity plan, in the RFP Initial Documents task, accept the request using the Approval Preview to view the effects of the updates. Before leaving the Approval Preview, type a comment for your team member, indicating you have accepted his self-assignment. Close Office Project Web Access. Open Office Project Web Access as the team member, Bart Duncan. User name: Duncan Bart Password: Pa$$w0rd On the My Tasks page, under the Analysis_Assignments activity plan, open and review the new RFP Initial Documents task assignment. Close Office Project Web Access.
Exercise 4: Leveling Overallocation with Enterprise Resources In this exercise, you will learn how to level overallocations for enterprise resources in multiple projects. Scenario Finally, as the project manager, you will need to level any overallocated resources, which can be complicated if they have task assignments in multiple projects. To start with, you will need to open both the Procurement_Resource Leverage and the Analysis_Resource Leverage projects in Office Project 2007 within a single master project. However, this will require that you first convert your activity plan into a Project 2007 project, so it can be opened in Office Project 2007. Once you have both projects opened within a single master project, you will be able to effectively level the resource overallocations and then save and publish the updated projects. The principal tasks for this exercise are as follows: Convert a Web-based project to a Project 2007 project. Open multiple projects in a master project inside Office Project 2007. Level resources in multiple projects. Tasks 1. Convert a Web-based project to an Office Project 2007 project. 2. Open multiple projects in a master project inside Office Project 2007. 3. Level resources in multiple projects. Supporting information Open Office Project Web Access and connect as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd On the Proposals and Activities page, select the Procurement_Resource Leverage activity plan. Convert the Analysis_Resource Leverage activity plan to a Project 2007 project. From the Project Center, select the Analysis_Resource Leverage project. Hold down CRTL and select the Procurement_Resource Leverage project. With both projects selected, click Edit to open both projects inside a single master project in Office Project 2007. In Office Project 2007, in the Gantt chart, expand all the tasks. In the Resource Usage view, confirm there are overallocated resources. From the Gantt Chart view, open the Resource Leveling feature. Before leveling the resources, configure the Leveling Order to Priority, Standard, and then click Level Now. Select the Leveling Gantt view. Visually confirm the leveling delays. Select the Resource Usage view. Confirm the resources have been leveled. Close the master project, discarding the changes to the Master project but saving changes to the Procurement_Resource Leverage project and the Analysis_Resource Leverage project. Close Office Project 2007. Close Office Project Web Access.
Lab Shutdown
After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
18. In the Close dialog box, under Save Changes, click Discharge Changes. 19. Under Check in, click Check in, and then click OK.
18. In the Assign Resources dialog box, click Close. 19. On the View menu, click Task Usage. The Task Usage view is applied. This view also displays the allocation of costs over time, in addition to work distribution. 20. Click the row heading for the task 0 Training Handbook_Cost, and click Scroll to Task button. 21. On the Format menu, point to Details, and then click Cost. Notice that the distribution of Cost values is now displayed in the Time-phased area. 22. In the Usage table, under the row for Task ID 2, in the row for the Ciccu Alice resource, double-click the row heading. 23. In the Assignment Information dialog box, on the General tab, click Work contour. Work contour values allow you to choose something other than a flat work contour within a single task. If the work is contoured, it will contour the calculated Total Costs. 24. In the Assignment Information dialog box, click Cancel. 25. On the View menu, click Tracking Gantt and Scroll to Task button. Notice that the Tracking Gantt view has been applied. 26. On the View menu, point to Table, and then click Cost. You may need to move the Vertical Split bar to the right to notice that the Cost table is displayed with the Total Cost and Baseline columns. 27. On the Tools menu, point to Tracking, and then click Set Baseline. 28. On the Set Baseline dialog box, click Set baseline, click Entire project, and then click OK. Notice that the Total Cost values are copied into the Baseline Cost column and the bars on the Gantt view are duplicated in gray when the project baseline is set. 29. On the File menu, click Save. 30. On the File menu, click Publish. 31. On the File menu, click Close. 32. .In the Microsoft Office Project dialog box, click Yes to check in the project. 33. On the File menu, click Exit.
5. Notice that the Cost view displays the columns listed in the following table for published projects, proposals, and activity plans. Column Name Cost Baseline Cost Actual Cost Fixed Cost Cost Variance Remaining Cost Project Cost Status 6. On the Project Center page, click the Project Name column to order the projects alphabetically. 7. On the row for the Training Handbook_Cost project, click Training Handbook_Cost. 8. In the Project Details: Training Handbook_Cost page, click Resources Cost. Notice the information displayed in this view is related to costs of resources and the baseline is displayed. 9. In the View list, click Tasks Earned Value. Notice the information displayed in this view is related with costs and tracking, and you can also see the baseline of this project. 10. In the View list, click Tasks Cost. Notice the information displayed in this view. 11. On the Project Details: Training Handbook_Cost page, click the Home tab. 12. In the Microsoft Internet Explorer window, on the Title bar, click Close.
8. On the View menu, click Tracking Gantt, and then press CTRL + SHIFT + F5 to auto fix the time scale. In this schedule, the actual bars do not line up with the baseline bars. The following updates have been performed on this schedule: The start of Task ID 2 was delayed due to resource leveling with the rest of the enterprise projects. The duration of Task ID 4 was increased 2 days to account for the learning curve of the resource. Task IDs 7 and 8 were added in order to achieve the customization the client requires. 9. In the Tracking Gantt, on the Entry table, select the Duration field heading. 10. On the Insert menu, click Column. 11. In the Column Definition dialog box, in the Field Name box, click Baseline Cost, and then click OK. 12. On the Entry table, select the Duration field heading. 13. On the Insert menu, click Column. 14. In the Column Definition dialog box, in the Field Name box, click Cost, and then click OK. Notice the difference between the planned cost, which is listed in the Baseline Cost field and the currently calculated cost, which is listed in the Cost field. 15. In the Tracking Gantt, in the Chart area, point to any baseline bar (lower gray bar). Notice the screen tip displays the planned start and finish date. This can be compared with the currently scheduled start and finish date columns in the Entry table. 16. Keep this schedule open for the next task of the practice.
6. In the Microsoft Office Project dialog box, for the question Are you sure you want to overwrite the data in this baseline?, click Yes. Notice the baseline cost column has been updated to include the new tasks that were added to the project. 7. On the File menu, click Save. 8. On the File menu, click Publish. 9. On the File menu, click Close. 10. In the Microsoft Office Project dialog box, for the question Do you want to check in this project?, click Yes. 11. On the File menu, click Exit to close Project 2007.
the Office Project Web Access home page. Confirm that you are connected to Office Project Server 2007 as project manager Steve Masters. 2. In Office Project Web Access, on the Home page, in the Quick Launch, click Project Center. 3. On the Project Center page, on the View list, click Training Type M07. 4. On the Project Center page, click the row heading for the Feasibility Study_Issues and Team Discussion project to select the entire row. 5. On the Go To menu, click Issues. Confirm that the Internet Explorer window contains the Issues page for the Feasibility Study_Issues and Team Discussion project workspace. 6. On the Issues page, on the New menu, click New Item. 7. On the Issues: New Item page, in the Title box, type The Business Analyst does not have the availability to conduct the requirements analysis. 8. In the Owner box, type Masters Steve Note: Do not use the Check Names featureit will be checked at the end of the exercise. 9. In the Assigned To box, type Andersen Erik 10. In the Status list, click (1) Active. 11. In the Category list, click (1) Category1. 12. In the Priority list, click (1) High. 13. In the Due Date box, type or select Jan 7 08 14. In the Discussion box, type The Business Analyst proposed for this project is not available because he is assigned to other projects. It is necessary to find another person to do this job in order to comply with the deadline. 15. On the New Item page, click OK. Confirm that the new issue now appears on the Issues page.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd Following completion of this lab, do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Lab Scenario
Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: You are in the process of developing your project management plans. So far you have created a Project Server account in Office Project 2007 to help you connect to Office Project Server 2007, and you have created and published enterprise projects to the Office Project Server 2007 database. You have initiated your projects by created a resource plan, and created project workspaces to store project related documents. You have developed the WBS and the project schedules. You have created and linked project deliverables to scheduled tasks and to dependencies in other projects. You have built the project teams from both enterprise and local resources. You have also collaborated with various team members to optimize the resource assignments on both projects. Current Assignments: The PMO has just sent you some more information to help you develop the components of your project management plans. The new information you have just received includes: The resource cost information for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. The risks register for the Analysis and Evaluation of the Server Acquisition project. The issues register for the Server Procurement project. The additional project planning documents for both the Analysis and Evaluation of the Server Acquisition project and the Server Procurement project. This new information will help you to further develop your project management plans. You are now able to add actual resource costs to both projects to develop cost management plans. The risk register information provides you with the information necessary to create and customize individual project risk items, at least for the Analysis and Evaluation of the Server Acquisition project. Similarly, the issues register information gives you what you need to create and customize individual project issue items, at least for the Server Procurement project. Finally, the additional project planning documents can now be uploaded to the project workspaces and shared with the entire project team.
Exercise 1: Entering Costs for Resources In this exercise, you will learn how to enter costs for resources. Scenario As the project manager, this new information will help you further develop your project management plans. You are now able to add actual resource costs to both the Analysis_Cost and Risk project and the Procurement_Cost and Risk project to further develop your cost management plans. The principal tasks for this exercise are as follows:
Review the costs for enterprise work resources. Update the costs for a local resource.
Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab7_Ex1 worksheet, review all the supporting resource cost information provided. You will need to use this information to complete the work assignment that you have been given. Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd From the Project Center, open the Analysis_Cost and Risk project in Office Project 2007. In Office Project 2007, in the Resource Sheet view, compare the cost values for all project resources with the individual resource cost information provided by the PMO. In the Gantt Chart view, change the table to the Cost table to check the total and fixed costs by task. Set the Baseline for the entire project. Change to the Tracking Gantt view. When finished validating the project costs, save and then publish the Analysis_Cost and Risk project. Close the Analysis_Cost and Risk project. On the Lab7_Ex1 worksheet, review all the supporting resource cost information provided. You will need to use this information to complete the work assignment that you have been given. From the Project Center, open the Procurement_Cost and Risk project in Office Project 2007. In Office Project 2007, in the Resource Sheet view, compare the cost values for all project resources with the individual resource cost information provided by the PMO. Notice that the local material resource, Server HW, does not have correct cost information. For the local material resource Server HW, update the Std Rate field to match the individual resource cost information provided by the PMO. In the Gantt Chart view, change the table to the Cost table to check the total and fixed costs by task. Set the Baseline for the entire project. Change to the Tracking Gantt view. When finished validating the project costs, save and then publish the Procurement_Cost and Risk project. Close Office Project 2007.
In this exercise, you will learn how to create and customize project risk items as part of a risk management plan. Scenario As the project manager, the new risk register information for the Analysis_Cost and Risk project now provides you with the information necessary to begin creating and customizing individual project risk items to establish your risk management plan. As the risk items are stored on the project workspace, the entire project team can collaborate in the risks management process. The principal task for this exercise is to create and configure risk items for a risk management plan. Tasks Create and configure risk items for a risk management plan. Supporting information Open the F:\MOC 5928A\Practice files \5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab7_Ex2 worksheet, review all the supporting risk register information provided. You will need to use this information to complete the work assignment that you have been given. Open the Analysis_Cost and Risk project workspace. On the Analysis_Cost and Risk project workspace, create the two risk items as defined in the supporting risk register information provided by the PMO. On the Analysis_Cost and Risk project workspace, use the Edit Item feature to reopen each risk item, and then click the Link Items feature and link each Risk item to the project tasks, as defined in the supporting risk register information provided by the PMO. Close the Analysis_Cost and Risk project workspace.
Exercise 3: Customizing Issue Items In this exercise, you will learn how to create and customize project issue items as part of an issue management plan. Scenario The new issues register information for the Procurement_Cost and Risk project now gives you what you need to start creating and customizing individual project issue items, to help establish your issues management plan. As the issue items are stored on the project workspace, the entire project team can collaborate in the issues management process. The principal task for this exercise is to create and configure issue items for an issue management plan. Tasks Create and configure issue items for an issue management plan. Supporting information Open F:\MOC 5928A\Practice files \5928A_Labs.xlsx provided by the project management office (PMO). On the Lab7_Ex2 worksheet, review all the supporting issues register information provided. You will need to use this information to complete the work assignment that you have been given. Open the Procurement_Cost and Risk project workspace. On the Procurement_Cost and Risk project workspace, create the issue item as defined in the supporting Issues register information provided by the PMO. On the Procurement_Cost and Risk project workspace, use the Edit Item feature to
reopen the issue item, click the Link Items feature and then link the issue item to the project tasks, as defined in the supporting issues register information provided by the PMO. Close the Procurement_Cost and Risk project workspace.
Exercise 4: Uploading Project Documents to the Project Workspace In this exercise, you will learn how to upload project documents to the project workspace. Scenario Finally, as the project manager, you are responsible for managing the necessary project planning documents for each of your projects. Now that they are available, these project planning documents can be uploaded to the project workspaces and shared with the entire project team. Because both the Analysis_Cost and Risk project and the Procurement_Cost and Risk project will need a separate set of documents, each project has a secure document library in its own project workspace for organizing and storing project documents. The principal tasks for this exercise are as follows: Upload multiple project documents to a project workspace. Upload multiple project documents to an alternate project workspace. Tasks 1. Upload multiple project documents to a project workspace. Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). On the Lab7_Ex4 worksheet, review all the supporting documents list provided. You will need to use this information to complete the work assignment that you have been given. Open the Analysis_Cost and Risk project workspace. On the Analysis_Cost and Risk project workspace, move to the Project Documents page, and open the Planning folder. In the Planning folder, in the Upload menu, click Upload Multiple Documents. From the F:\MOC 5928A\Practice files folder, select and upload the project planning documents as defined in the supporting documents list provided by the PMO. Close the Analysis_Cost and Risk project workspace. On the Lab7_Ex4 worksheet, review all the supporting documents list provided. You will need to use this information to complete the work assignment that you have been given. Open the Procurement_Cost and Risk project workspace. On the Procurement_Cost and Risk project workspace, move to the Project Documents page, and open the Planning folder. In the Planning folder, in the Upload menu, click Upload Multiple Documents. From the F:\MOC 5928A\Practice files folder, select and upload the project planning documents as defined in the supporting documents list provided by the PMO. Close the Procurement_Cost and Risk project workspace.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-ProjServ virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd
Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office) and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: As the project manager, Fred Northup, you are now in the process of executing your project management plans. You are currently focused on managing the project resources and deliverables. Current Assignments: The PMO has just sent you some more information to help you with the execution of your projects. The new information you have just received includes: The resource replacement information for the Analysis and Evaluation of the Server Acquisition project. You are now ready to acquire your actual project team by replacing planned resources with actual resources who will do the work. Due to resource leveling, resource substitution, and other steps in the planning of your projects, you decide it is necessary to review and update your project deliverables, as well as their tasks dependencies and links.
Exercise 1: Acquiring the Project Team In this exercise, you will update your project team by replacing planned resources with actual resources who will do the work. Scenario
As the project manager, you are now ready to acquire your actual project team by replacing planned resources with actual resources who will do the work. You want to use the resource replacement information provided by the PMO to make resource substitution in the Analysis_Evaluation project. The principal tasks for this exercise are as follows: Replace resources from Office Project 2007. Replace resources from Office Project Web Access. Tasks 1. Replace resources by using Office Project 2007 Supporting information Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd In Project Center locate project Analysis_Execution. Open Analysis_Execution in Office Project Professional 2007. Open Assign Resources dialog box. In Task ID 9 replace Network Engineer with Earls Terry. Save and publish Analysis_Execution. Close Office Project Professional 2007. Open Project Center. Open Project Details for Procurement_Execution. Using Build Team, find resources who match Network Engineer. Replace Network Engineer with Earls Terry. Save your project, and return to the home page.
Exercise 2: Managing Deliverables In this exercise, you will update your project deliverables according to the updates to the project plan and evaluate the impact on scheduled tasks. Scenario As the project manager, you want to update your deliverable items according to the updates to the Analysis_Execution project plans and evaluate the impacts on scheduled tasks. You decide to first update the deliverables where it is necessary, and review what has happened. The principal tasks for this exercise are to: Review the current state of Analysis and Evaluation of the Server Acquisition deliverables with respect to the different task updates, updating the deliverables dates as necessary. Review the current state of Server Procurement deliverables with respect to the different task updates, updating the deliverables dates as necessary; also update tasks as necessary due to the effect of a deliverable updated in another project.
Tasks
Supporting information
1. Review the current state of Analysis and Evaluation of the Server Acquisition deliverables with respect to the different task updates, updating the deliverables dates as necessary.
2. Review the current state of Server Procurement project deliverables with respect to different task updates, updating the deliverables dates as necessary; also update tasks as necessary by the effect of a deliverable updated in another project.
Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Open project Analysis_Execution in Project Details using the Task Details view. From the Deliverables page, edit and update the Start and Finish dates: Change Start date to 1/29/2007. Change Finish date to 2/2/2007. Open project Analysis and Evaluation final document in Project Details using the Task Details view. From the Deliverables page, edit and update the Finish date: Change Finish date to 3/2/2007. Open project Procurement_Execution from the Project Center so that Project Professional opens. In the Collaborate menu, click Manage Dependencies on Deliverables. Accept all server changes. Bidding Process task needs to have its Constraint type changed to Start No Earlier Than with a Constraint date of 2/3/2007. From Manage Deliverables, change the start and finish dates for Server Delivery: Start type 2/26/07. Finish type 3/23/07. Save and publish your project. Close Project Professional.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Submit a Timesheet
1. On the My Timesheets page, click Period to sort the column from Wk 1 to Wk 52. 2. In the Wk4 row, in the Timesheet Name column, click My Timesheet. 3. On the Settings menu, click Timesheet Header Data. 4. In the Comment field, type Boss, here is my report this week 5. At the bottom of the My Timesheet Web page, click Save and Submit. 6. Click Period to sort the column from Wk1 to Wk 52. In the My timesheet row for Wk4, the Status has been changed to submitted, the Next Approver has been changed to Andersen Erik and the Transaction Comment shows Ahs David. Note: Timesheets that are waiting for approval cannot be modified.
Review a timesheet
1. On the Welcome Ahs David menu, click Sign Out. 2. On the Sign In page, in the User Name field, type Andersen Erik, in the Password field, type Pa$$w0rd and then click Sign In. 3. On the Office Project Web Access Home page, under Approvals, click You have 1 timesheet from resources pending your approval. The Timesheet Approvals page launches with a list of timesheets that are waiting for your approval. 4. In the Ahs David row, click My Timesheet. This will launch the Review Timesheet Detail page. Note: If you do not see timesheets pending approval, on the Settings menu, click Settings to turn on the filter, select the Pending My Approval check box, and then click Apply.
Reject a timesheet
1. At the bottom of the Review Timesheet Detail page, click Reject. 2. In the Submit Timesheet-Web Page dialog box, in the Comment field, type Please adjust your timesheet, you are missing Fridays time and then click OK. You will be taken to the Timesheet Approvals page. 3. On the Welcome Andersen Erik menu, click Sign Out. Note: You may need to scroll to the right so you are able to see the Welcome Andersen Erik menu.
Approve a timesheet
1. In the Welcome Ahs David menu, click Sign Out. 2. On the Sign In page, in the User Name field, type Andersen Erik 3. In the Password field, type Pa$$w0rd and then click Sign In. 4. On the Office Project Web Access Home page, under Approvals, click You have 1 timesheet from resources pending your approval. The Timesheet Approvals page launches with a list of timesheets that are waiting for your approval. 5. Select the check box for Ahs David, and then on the Quick Access toolbar, click Approve. You have successfully approved a timesheet. 6. On the File menu for Windows Internet Explorer, click Close.
3. In the Password field, type Pa$$w0rd and then click Sign In. 4. On the Office Project Web Access Home page, under Approvals, click You have 7 administrative time-off request from resources pending your approval. 5. Select the check box for the Ahs David row with the Category Title Vacation, and then click Reject. 6. Select the check box for the Ahs David row with the Category Title Sick Time, and then click Accept.
3. Under Send a reminder when their status reports are due in 1 Day(s), click Send e-mail to my resources only. 4. At the bottom of the Manage My Resources Alerts and Reminders page, click Save. You will return to the Personal Settings page. 5. In the Internet Explorer window, on the Title bar, click Close. Press RIGHT-ALT+DELETE. 6. In the Windows Security dialog box, click Log Off. 7. In the Log Off Windows dialog box, click Log Off.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd
Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You have recently become the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: As the project manager, Fred Northup, you are now in the process of executing your project management plans. For these projects, you are also the timesheet manager. As the projects timesheet manager, you must approve team members timesheets and ensure that team members are accurately reporting their non-project work. Current Assignments: As a project team member, Bart Duncan, you have to create and submit a timesheet showing your hours worked on the project for this reporting period to the timesheet manager who, on this project, also happens to be the project manager. As the timesheet manager, Fred Northup, you must review and approve the submitted timesheet. As a project team member, Jon Morris, you have to report hours for non-project work that corresponds to Sick Time to the timesheet manager who on this project also happens to be the project manager. As the timesheet manager, Fred Northup, you must review and approve the submitted timesheets. The information you have for these assignment includes:
Bart Duncans timesheet information, from which you will enter his work hours on the project for this reporting period. Jon Morriss timesheet information, from which you will enter his non-project work hours, or sick time, on the project for this reporting period. Litware has standardized the use of Office Project Web Access to track work and non-work assignments. Every employee is to provide, at minimum, weekly task progress updates, and all timesheets are due Monday morning at 9:00 A.M. from project-assigned resources and various business personnel. Not all business management is required to track time in Office Project Web Access. Timesheets are approved by project managers by 12:00 P.M. the same day.
Exercise 1: Using Timesheets In this exercise, as project team member, you will create timesheets, report hours worked, and review timesheets approved by your timesheet manager. Then, as a timesheet manager, you will review and approve timesheets submitted by team members.
Scenario As the project team member, Bart Duncan, you have to create and submit your timesheet showing the hours you worked on the Analysis and Evaluation of the Server Acquisition project for this reporting period to the timesheet manager. In this exercise, the project manager, Fred Northup, is also designated as a timesheet manager. As the timesheet manager, Fred Northup, you must review and approve the timesheet submitted from Bart Duncan. The principal tasks for this exercise are as follows: As a team member, create timesheets for reporting. As a team member, report hours worked. As a timesheet manager, review and authorize timesheets. As a team member, review approvals or rejections from the timesheet manager.
Supporting information Log on to Project Web Access using the desktop shortcut Forms Project Web Access with the following credentials: User Name: Duncan Bart Password: Pa$$w0rd In Project Web Access, open the Timesheets page. Create reporting periods for weeks 4 and 5. Open F:\MOC 5928A\Lab files\5928A_Labs.xlsx. Report hours worked according to the information contained on Sheet Lab9_Ex1 for weeks 2 and 3. Submit the timesheet to your timesheet manager. Close Project Web Access.
Log on to Project Web Access using the desktop shortcut Home Project Web Access. Review the received timesheets. Approve all timesheets. Close Project Web Access. Log on to Project Web Access using the following credentials: User Name: Duncan Bart Password: Pa$$w0rd Review the approvals or rejections from the timesheet manager for weeks 2 and 3. Close Project Web Access.
Exercise 2: Reporting Non-Project Work In this exercise, you will report, as a project team member, hours worked in non-project activities. Then as a resource manager (timesheet manager), you will review and approve the timesheets submitted by a project team member. Scenario As the project team member, Jon Morris, you have to create and submit your timesheet to the timesheet manager who on this project also happens to be the project manager. The timesheet will show your hours of non-project work (in this case sick time) on the Analysis and Evaluation of the Server Acquisition project for this reporting period. As the timesheet manager, Fred Northup, you must review and approve the timesheet submitted from Jon Morris. The principal tasks for this exercise are: As a team member, request approval for non-project work. As a timesheet manager, review and approve the non-project work request. As a team member, review the approval of non-project work. Tasks 1. As a Team Member, request approval for nonproject work. Supporting information Log on to Project Web Access using the desktop shortcut Forms Project Web Access with the following credentials: User Name: Morris Jon Password: Pa$$w0rd In Project Web Access, open the Timesheets page. As a team member use Plan Administrative Time to request authorization for Non-Project Work. Close Project Web Access. Log on to Project Web Access using the desktop shortcut Home Project Web Access. Approve the requested time off. Close Project Web Access. Log on to Project Web Access using the desktop shortcut Forms Project Web Access with the following credentials: User Name: Morris Jon
2. As a Timesheet Manager, review and approve the non-project work request. 3. As a Team Member, review the approval of non-project work.
Password: Pa$$w0rd Review the approvals for time off for weeks 2 and 3. Close Project Web Access.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and you are logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Module 10: Monitoring and Controlling ProjectsTracking Task and Project Progress
Report task progress
1. On the desktop, double-click the Forms Project Web Access shortcut. 2. On the Sign In page, in the User Name field, type Ciccu Alice 3. In the Password field, type Pa$$w0rd, and then click Sign In. 4. On the Home page, on the Quick Launch, under My Work, click My Tasks. 5. On the My Tasks page, in the Page 1 list, click Page 3. 6. Under Training Handbook_Percentage Progress, click the check box for the row with the task name Obtain Information. In the Start column, click 1/22/2007. The calendar symbol that appears is a shortcut to assist with picking a date. If the calendar window opens, close it before continuing. 7. In the Progress column, click 0%, type 60%, and then press ENTER. This project is set to use Percent Of Work Complete as the tracking method. 8. Under Training Handbook_Actual And Remaining Work, click the check box for the row with the task name Obtain Information. 9. In the Progress column, click 0d and type 3d This project is set to use Actual Work And Work Remaining as the tracking method. 10. Under Training Handbook_Hours Per Period, select the row with the task name Obtain Information. 11. In the Progress column, click 0 of 5d (0%). A timesheet window appears at the top of the Web page. This project is set to use Hours Of Work Done Per Time Period as the tracking method. Confirm that the timesheet automatically displays the current week. 12. In the Actual Work row, under Mon type 8h, under Tue type 8h, and under Wed type 8h, and then press ENTER. 13. On the My Tasks page, click Recalculate. Point out how the start and finish dates for this task changed. The finish date is generated based on the remaining work. Note: It may take a few minutes before the dates recalculate. 14. On the My Tasks page, click Save All. Notice the message that appears to the left of Recalculate: Your changes have been saved. Point out that this information is saved for future editing and has not yet been submitted. 15. Under Training Handbook_Actual And Remaining Work, to the right of the task name Obtain Information, click the arrow, and then click Add/Edit Note.
16. In the Project Web Access Assignment Notes dialog box, type I received all the information on time, and it seems that we will finish earlier than planned, as you can see in my forecast and then click OK. A note symbol appears in the note column. 17. On the My Tasks page, click Save All. 18. Under Training Handbook_Actual And Remaining Work, click Obtain Information. 19. On the Assignment Details: Obtain Information page, under Task Progress, confirm that the Total Work field is locked whereas the Completed Work field is filled in with the value you entered earlier. 20. Under Task Properties, in the Remaining Work field, type 0h, and then click Recalculate. Notice the change in the Finish date. 21. Under Task Properties, in the Finish field, enter 1/25/2007 and then click Recalculate. The Remaining Work field is recalculated because of the formula Total Work = Actual Work + Remaining Work. 22. Expand the Transaction Comments and Task History section. Point out the description of this section under the title. 23. Expand the Attachments section. Point out the description of this section under the title. 24. Expand the Contacts section. Point out the description of this section under the title. Confirm that the project manager is Steve Masters, the approval manager is Steve Masters, and the assigned resource is Alice Ciccu. 25. Expand the Related Assignments section. Notice the description of this section under the title. 26. Expand the Notes section. Notice the description of this section under the title. 27. On the Assignment Details: Obtain Information page, click Save. 28. On the My Tasks page, in the Page 1 list box, click Page 3. 29. Under Training Handbook_Actual And Remaining Work, select the check box for the Obtain Information row. 30. Confirm that the Send Comment check box is selected. 31. On the My Tasks page, click Submit Selected. In the Submit Changes dialog box, type Please review my tasks progress and then click OK. Notice the message that appears to the left of Recalculate: Your changes have been submitted. 32. In the Windows Internet Explorer window, on the File menu, click Close.
3. On the My Tasks page, under Training Handbook_Actual And Remaining Work, on the Write row, in the Start column, enter 1/26/2007 and then press ENTER. Notice that Computer Equipment is listed as a resource. In the Progress column, type 0.2. You may need to change to page 2 in the list box. 4. In the Health list, click Early, and then click outside the list to hide the list. 5. On the My Tasks page, click Recalculate. Note: The assignment owner reports task progress. If an assigned resource is a generic resource, material resource, local resource, or any resource that is not part of the enterprise, you can add an enterprise resource as the assignment owner to report task progress on behalf of the resource. 6. Under Training Handbook_Actual And Remaining Work, select the check box for the row Write. 7. On the My Tasks page, click Submit Selected. In the Submit Changes dialog box, click OK. 8. On the Quick Launch, click Home. 9. Keep this page open for the next part of the demonstration.
14. On the My Tasks page, in the Page list, click Page 3. 15. Under Training Handbook_Actual And Remaining Work, confirm that there is a red X next to Obtain Information. 16. Under Training Handbook_Actual And Remaining Work, click Obtain Information. 17. On the Assignment Details page, expand Transaction Comments and Task History. Notice the transactions that have been registered. 18. In the General Details section, under Task Progress, in the Completed work field, type 4d 19. Under Task Properties, in the Remaining Work field, type 0h and then click Recalculate. 20. Click Save to return to the My Tasks page. 21. On the My Tasks page, in the Page list, click Page 3. 22. Under Training Handbook_Actual And Remaining Work, select the check box for the Obtain Information row, and then click Submit Selected. 23. In the Submit Changes dialog box, type It is done and then click OK. 24. Confirm that the message that appears to the left of Recalculate displays the following: Your changes have been submitted. 25. In the Windows Internet Explorer window, on the File menu, click Close. 26. On the desktop, double-click Home-Project Web Access. 27. On the Office Project Web Access home page, under Approvals, click You have 3 task updates from resources pending your approval. 28. Select the Obtain Information row check box. 29. Select the Write row check box, and then click Preview. 30. In the Approval Preview window, click Scroll to Task. Notice that on this page you preview the results of the update in the project schedule. Also, the light gray bars represent the schedule before the update. The gray bars do not represent the baseline as found in Project 2007. After the update is approved, the gray bars become the new schedule. 31. In the View list, click Tasks Schedule, and then click Scroll to Task. The Previous Start and Previous Finish columns can be used to review the dates before the update. 32. On the Approval Preview page, click Close. 33. On the Task Updates page, click Accept. 34. In the Confirmation dialog box, type We are doing a good job here. Keep up the good work! and then click Accept.
4. In the second Microsoft Office Project dialog box, click Yes. 5. In the Request Progress Information dialog box, click Edit message text to edit the message that will be sent in e-mail, and then click OK. 6. In the Request Progress Information dialog box, click OK to send a request to the resources. Point to one of the symbols in the Enterprise Tracking Gantt view in the Entry table, in the Indicators column. 7. Confirm that the message indicates that you have not yet received a response from the resource. 8. On the File menu, click Close. 9. In the Close dialog box, click OK. 10. On the File menu, click Exit. 11. On the desktop, double-click Forms-Project Web Access. 12. On the Sign In page, in the User Name field, type Ciccu Alice 13. In the Password field, type Pa$$w0rd and then click Sign In. 14. On the Home Project Web Access page, on the Quick Launch, under My Work, click My Tasks. 15. On the My Tasks page, in the Page list box, click Page 3. 16. Under Training Handbook_Project Progress, on the Obtain Information row, in the Indicators column, confirm that a question mark (?) is present. Point to the question mark to display the message The project manager has requested an update for this task. 17. Under Training Handbook_Project Progress, click Obtain Information. 18. On the Assignment Details: Obtain Information page, under Task Progress, in the Completed work field, type 7d 19. Under Task Properties, in the Start field, enter 1/15/2007 20. On the Assignment Details: Obtain Information page, click Recalculate. 21. On the Assignment Details: Obtain Information page, click Save to return to the My Tasks page. 22. On the My Tasks page, in the Page box, click Page 3. 23. Under Training Handbook_Project Progress, click the check box for the Obtain Information row, and then click Submit Selected. 24. In the Submit Changes dialog box, type This is my progress to date, and then click OK. 25. In the Windows Internet Explorer window, on the File menu, click Close.
19. On the View menu, click Enterprise Tracking Gantt to exit the Task Updates page. 20. On the File menu, click Close. 21. In the Close dialog box, click OK. 22. On the File menu, click Exit.
14. In the Project Web Access Outlook Add-In dialog box, click OK. 15. Ensure that the Use Windows user account option is selected, and click OK. 16. In the Advanced Options dialog box, note the following: Show availability for project assignment appointment as: Here you select how the availability in Outlook will be affected. By default, it will be marked as free. When importing from Project Web Access to Outlook: In these options, you can establish a standard reminder for all tasks imported from Office Project Web Access. 17. In the Advanced Options dialog box, click OK. 18. In the Options dialog box, click OK. 19. In Office Outlook, click Import New Assignments. An Office Project Server communication box appears, indicating that the communication between Office Outlook and Office Project Server is established. The Import Assignments from Project Web Access dialog box appears. 20. Confirm that in the Import Assignments from Project Web Access dialog box, all tasks to which Kim Ralls is assigned appear. 21. In the Import Assignments from Project Web Access dialog box, click OK. The imported tasks will appear in the tasks section of Personal Folders-Outlook Today.
2. On the Actions menu, click View RSS Feed. 3. On the RSS Feed page, click Subscribe to this RSS feed. In the Microsoft Office Outlook dialog box, click YES. 4. Confirm that in Office Outlook, in Mail Folders, inside Personal Folders, an RSS Feed Folder appears. 5. In the RSS Feed Folder, click the folder Training Handbook_Project Progress: Issues. In the right Reading pane, a list of issues appears. 6. On the File menu, click Exit. 7. Close the RSS Feed For Training Handbook_Project Progress: Issues page.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin the lab, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd
Lab Scenario Litware is an international corporation, a leader in the research, design, and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You recently became the project manager for two new enterprise projects: The analysis and evaluation of the server acquisition project
The server procurement project You are executing the plan of your project. So far you have spent time gathering information, and you are in the middle of doing a feasibility study. The project manager, Fred Northup, would like to know the progress of the project. What have the project resources accomplished? Does the forecast (and desired end date) still seem a reasonable date? After following some of the steps shown here, Fred can prioritize tasks and resources to resolve any schedule delays.
Exercise 1: Tracking Task Progress by Using Office Project 2007 In this exercise, you will track task progress with Project 2007 by requesting progress update information. Scenario Fred Northup needs to know the current status of his project. That information will be requested regarding the progress of the tasks named Information Gathering and Feasibility Study, to which Bart Duncan is assigned. The principal tasks for this exercise are as follows: As a project manager, request task progress information. Tasks Request task progress information. Supporting information Log in to Office Project Server 2007 as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Use Office Project 2007 to establish the status date,January 19, 2007. Use the Collaborate options to change the tracking method to Hours Of Work Done Per Period. The request for information should go to the tasks Information Gathering and Feasibility Study. Use the Collaborate menu to send the request.
Exercise 2: Tracking Task Progress by Using Office Project Web Access In this exercise, you will report on projects with delays that are caused by project resources being diverted from project efforts. Scenario Bart Duncan needs to report his task progress to Fred Northup for his review and approval.
The principal tasks for this exercise are as follows: As a team member, report the progress of the tasks to which you are assigned. As a project manager, review the impact on the project of the track progress updates and approve what was sent by team members. As a project manager, publish task updates. Tasks 1. Report team member performance on tasks. Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO). Open the Lab10_Ex2 worksheet. You will need to use this information to complete the work assignment that you have been given. Log in to Office Project Web Access as team member Bart Duncan. User name: Duncan Bart Password: Pa$$w0rd Import the timesheets for the weeks of: 1/7/20071/13/2007 1/14/20071/20/2007 The feasibility study of the Analysis_Progress Track project is forecast to finish on January 23, 2007, which is the equivalent of 16 hours of remaining work. The Feasibility Study task has been delayed two days: One day because of a delay of the previous task, Information Gathering One day because of inaccurate information The Information Gathering task finished on January 15, 2007, because on January 12, 2007, Bart Duncan attended to administrative work. Submit task progress and forecast to the project manager for approval. Log in to Office Project Web Access as the project manager, Fred Northup. Review the Approvals reminder. Verify the progress reported for the period 1/7/2007 to 1/27/2007. Preview the impact of the reported progress and forecast on the final delivery task. Approve changes, and request a recovery plan. Use Office Project Web Access to publish the accepted update for the Feasibility Study task for the Analysis_Progress Track project to make it available to the stakeholders.
2. Review impact and approve what was sent by team members. 3. Publish task updates.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you begin the next module, ensure that the 5928A-ENU-PROJSERV virtual machine is running and logged on by using the following: User name: Masters Steve Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Module 11: Monitoring and Controlling ProjectsMeasuring Performance and Reporting Progress
Submitting an unrequested status report as a team member
1. On the desktop, double-click Forms-Project Web Access. 2. On the Sign In page, in the User Name field, type Ciccu Alice. In the Password field, type Pa$$w0rd, and then click Sign In. 3. On the Quick Launch, under Resources, click Status Reports. 4. Click Submit Unrequested Report. This will take you to the Unrequested Status Report page. 5. In the Title field, type Last Weeks Progress 6. Under Available Resources, click Masters Steve, hold CTRL, click Ahs David, hold CTRL, click Bento Paula, hold CTRL, click Ralls Kim, and then click Add. 7. In the From field, enter last Mondays date. 8. In the To field, enter last Fridays date. 9. Click Click to add section. 10. In the Microsoft Office Project Web Access dialog box, type Progress and then click OK. The Unrequested Status Report page will be updated with the new section. 11. In the Progress field, type Our team made up of David Ahs, Paula Bento, and Kim Ralls did an outstanding job last week. We performed beyond expectations and we were able to deliver our key project deliverable early. 12. At the bottom of the Unrequested Status Report page, click Send. In the Microsoft Internet Explorer dialog box, click OK. 13. In the Microsoft Internet Explorer window, on the File menu, click Close. 14. On the desktop, double-click Home-Project Web Access. 15. On the Quick Launch, under Resources, click Status Reports. 16. On the Status Reports page, under Responses, in the Title column, click Last Weeks Progress. Note: You may need to wait a few minutes (time will vary) before the status report will appear because of Office Project Server 2007 processing time. 17. In the Microsoft Internet Explorer window, click Back. 18. In the Microsoft Internet Explorer window, on the File menu, click Close.
8. Drag Cost off the PivotTable report until the mouse pointer has a red X next to it. This will leave an empty PivotTable report. 9. Scroll down to the PivotChart view, and click the Commands and Options button. 10. In the Commands and Options dialog box, click the Type tab. 11. On the Type tab, in the chart list, click Pie, then click the first pie chart example on the right, and then click the X to close the dialog box. 12. On the empty PivotChart report, click Field List. 13. In the Chart Field List dialog box, click the plus sign (+) next to Totals to expand the information. 14. In the Chart Field List dialog box, under Totals, drag Work to the Drop Data Fields Here section of the PivotChart report. 15. In the Chart Field List dialog box, drag Resource List to the Drop Category Fields Here section of the PivotChart report. 16. In the Chart Field List dialog box, click the X to close it. 17. On the PivotChart report, in the Resource List, click the arrow, and then clear the All check box. 18. Select the check boxes for Ahs David, Bento Paula, and Ciccu Alice, and then click OK. 19. Review the results in the PivotTable and PivotChart reports. 20. In the Microsoft Internet Explorer window, on the File menu, click Close. 21. Press RIGHT-ALT+DELETE. 22. In the Windows Security dialog box, click Log Off. 23. In the Log Off Windows dialog box, click Log Off.
Lab Setup
For this lab, you will use the available virtual machine environment. Before you begin, you must: Ensure that the 5928A-ENU-PROJSERV virtual machine is running and you are logged on with the following credentials: User name: Northup Fred Password: Pa$$w0rd
Lab Scenario
Litware is an international corporation, a leader in research, design, and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You recently became the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project. The Server Procurement project. As the project manager, you completed your project management plans and are now interested in tracking performance against that work. At the same time, you recognize that nothing ever goes exactly according to plan, so you know that there will be challenges, problems, and opportunities. The only question is: where will they present themselves, and how do we discover them?
Exercise 1: Preparing a Status Report In this exercise, you will prepare a status report. Scenario Litware will want to know the past and current performance of the projects and resources it pays for. The status report is a great way for the project manager to get information from resources that goes beyond numbers like cost and time. Status reports give team members a chance to speak directly about the results that they are getting with their part of the project. The principal tasks for this exercise are as follows: Request a status report. Submit a status report. Review and merge status reports. Submit an unrequested status report. Review an unrequested status report. Tasks 1. Request a status report. Supporting information Open the F:\MOC 5928A\Practice files\5928A_Labs.xlsx document provided by the project management office (PMO) Open the Lab11_Ex1 worksheet. You will need to use the information in this worksheet to complete the work assignment that you have been given. Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Create a weekly status report due every Monday. The title of this status report is Status Report for Fred Northup. The status date is todays date. The report needs to be updated by Bart Duncan, Terry Earls, and Jon Morris. The report should include these sections: Major Accomplishments, Objectives for the Next Period, Hot Issues, and Other Comments. Open Office Project Web Access as the team member Bart Duncan: User name: Duncan Bart
Password: Pa$$w0rd Locate the status report for Fred Northup. Reply to the specific status report corresponding to todays week. Major accomplishments: Information gathering task complete. Objectives: Complete feasibility study and business case tasks. Hot issues: Recover delays to guarantee server procurement on time. Other comments: Overtime authorization needed. Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Locate the status report for Fred Northup. Read Bart Duncans response. Read the existing Report for Project 5928A_ML12a, which contains Bart Duncans and Jon Morriss responses together. Open Office Project Web Access as the team member Terry Earls: User name: Earls Terry Password: Pa$$w0rd Create an unrequested status report. The report should be titled Sick Time Report. The report is for 5 Sep 2007. The report should be sent to Fred Northup. Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Locate the sick time report. Read the report.
Exercise 2: Analyzing Project Progress in Project Center Views In this exercise, you will analyze project progress in Project Center views. This exercise will require you to review information presented, modify it as indicated, and forecast future needs. Scenario Sometimes summary information can say a lot about the health of a project. The Project Center can be used to give visual representation to the performance of the project portfolio. The principal task for this exercise is to review and analyze project progress in Project Center. Tasks Review and analyze project progress in Project Center. Supporting information Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Review and analyze the progress of project Analysis_Performance in Project Center. Select and review the following Project views: Training Type M11, Earned Value, and Tracking. Open project details for project Analysis_Performance. Select and review the Task views PM Tracking and (Exec) Budget Schedule Tracking. Hint: Click on a column header to sort on that column.
Exercise 3: Analyzing Project Progress in the Project Report Center In this exercise, you will determine the causes of project variance on individual tasks or resource assignments. In addition, you will apply the filtering feature to display only the data you wish to see. Scenario The Project Report Center can be very useful when trying to understand project performance at a detailed level. Litware wants to do an analysis on some of the finance projects it is performing to report progress to stockholders and to perform an ongoing governance function. The principal task for this exercise is to review and analyze project progress in Project Report Center. Tasks Review and analyze project progress in Project Report Center. Supporting information Open Office Project Web Access as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd Using view (Exec) Project Summary Work and Cost, identify the cost and work variance for project Analysis_Performance. Using view (Exec) Project Summary Work and Cost, identify the cost variance for the Product Expansion Program. Using view (Exec) Project Summary Work and Cost, identify the work variance for the Satellite Radio Product Program. With the view (PM) Project Budget vs Cost, identify Gov Programs with Costs Overruns.
Lab Shutdown After completing the lab, you will continue to use the available virtual machine environment. Before you beginning the next module ensure that the 5928A-ENUPROJSERV virtual machine is running and logged on by using the following: User name: Northup Fred Password: Pa$$w0rd Do not shut down the 5928A-ENU-PROJSERV virtual machine; it should be kept running for subsequent labs and practices.
Lab Scenario Background: Litware is an international corporation, a leader in research, design and marketing of satellite radio devices. You work for the Litware CIO IT PMO (Project Management Office), and your business sponsor is Jeff Chia. You recently became the project manager for two new enterprise projects: The Analysis and Evaluation of the Server Acquisition project, and The Server Procurement project. Current Situation: As the project manager, you completed your project management plans and have now successfully executed both of these projects. Current Assignment: The PMO was very impressed with your work. You have now been asked to create enterprise project templates from your projects and save them to the Office Project Server 2007. These new enterprise templates will then be used by the PMO as the basis for creating future enterprise projects in much less time.
Exercise 1: Creating and Saving an Enterprise Template In this exercise, you will create and save an enterprise template that serves as a basis for future projects of the organization. Scenario As the project manager, you now need to create enterprise project templates from your completed projects for the PMO. You will begin by opening the Analysis and Evaluation of the Server Acquisition project and then re-saving it as an enterprise template back to Office Project Server 2007. After you have created the new enterprise template, it is important to test that it works and that it only contains the necessary information. The principal tasks for this exercise are as follows: Create and save an enterprise template. Review and test an enterprise template.
Supporting information Open Office Project Web Access as the project manager, Fred Northup. User name: Northup Fred Password: Pa$$w0rd From the Project Center, open the Analysis_Template project in Microsoft Office Project 2007. In Office Project 2007, in the resource sheet, delete all resources. In the File menu, click Save As, and save the project to the server as a template named Analysis and Evaluation of HW. Close Office Project 2007. Open Office Project 2007 and connect to Office Project Server 2007 as the project manager, Fred Northup: User name: Northup Fred Password: Pa$$w0rd On the File menu, click New. From the New Project pane, click On computer. In the Templates dialog box, select the new enterprise template you created. Review the contents of the Analysis and Evaluation of HW enterprise template; confirm that only the necessary information has been retained. Close Office Project 2007. Close Office Project Web Access. Close Microsoft Office Excel 2007.
Lab Shutdown After completing the lab, leave the virtual machine running.