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Enterprise Project Management Using Microsoft® Office Project Server 2007

Enterprise Project Management Using Microsoft® Office Project Server 2007

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

LEARN & EARN: Get 7.2 PDUs in the PMI skill area of Technical Skills

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Retail Price: $74.95
Direct Price: $64.95

About the Item
Enterprise Project Management (EPM) is a methodology that combines standardized project management processes and supporting tools to better meet an organization’s project or program management goals. Microsoft Office Project Server 2007, together with its SharePoint technology, are some of the best EPM supporting tools available. Enterprise Project Management Using Microsoft® Office Project Server 2007 presents an effective EPM methodology that uniquely combines the use of these processes and supporting tools. It takes users step-by-step through each stage of an EPM solution implementation. Based on the author’s extensive experience, it provides the principles, processes, best practices, and detailed instruction needed to define, implement, and deploy an EPM solution in your organization using Office Project Server 2007 and other EPM supporting tools.

Greater visibility, insight, and control across all projects and programs, enhanced decision-making, improved alignment with business strategies, better communication, optimal resource utilization and increased opertional efficiency are among the many benefits of implementing an EPM solution. However, implementing an EPM solution that combines project management methodology and supporting tools to enable all project stakeholders in your organization to perform the defined processes effectively is not a simple task unless there is detailed instruction and guidance based on practical experience. This is the first book to provide instruction on how to implement an EPM solution in an organization based on the Project Management Institute’s standardized processes and how to configure the supporting tools from Microsoft products and solutions. PMO professionals, business analysts, program and project managers, project teams and stakeholders will find this unique manual invaluable.
Key Features
  • Illustrates how to implement an EPM solution to better meet an organization’s project or program management goals based on PMI’s proven project management methods using Microsoft’s Project Server 2007, Project Professional, SharePoint Technology and other familiar Microsoft products
  • Describes the stages of an EPM implementation and explains how to carry out the tasks needed to achieve the objectives of each stage
  • Establishes a technological foundation for development, testing, training, and deployment of an EPM solution, and sets the requirements and goals for the EPM implementation
  • Helps align the project management processes with your organization’s goals and defines the procedures and tools required to support these processes
  • Includes numerous examples that demonstrate how to configure the EPM system to support your implementation and a pilot testing stage where your solution can be examined for several months before organization-wide deployment
  • About the Author(s)
    Hagit Landman, PMP, is a program management consultant with more than 17 years of experience in multi-disciplinary projects, has defined and implemented EPM solutions in several large IT companies and has extensive successful experience at implementing EPM solutions using Microsoft software products. Ms. Landman is an active member of the Project Management Institute and an elected officer of PMI’s Israel Chapter Board of Directors. She has also participated in writing items for both the Program Management Professional (PgMP) and the Certificate Associate in Project Management (CAPM) certification exams administered by PMI. She has an MBA and a Bachelor of Science Degree in Industrial Engineering and Management.
    Table of Contents
    Part I. EPM Foundation, Goals and Requirements

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

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

    Part II. Project Management Processes and EPM Solution Deployment

    Chapter 3: Establishing Project Management Processes and Supporting Tools
        Overview
        Definitions
        Acronyms

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

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

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

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

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

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

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

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

    Appendix B: Troubleshooting
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