Introduction to EPM Solution Deployment

Implementation of Project Server 2003 involves a number of actions to ensure that business goals and objectives are achieved. Each organization is unique in its project management methodology, infrastructure, processes, functional areas, and system objectives. Each component of the Project Server configuration requires analysis of the business environment and integration with organizational processes. Many internal processes may require changes, and new processes will need to be developed. Each area is critical to success, and any deficiencies reduce the effectiveness and benefits of the Project Server implementation.

Security Models

The Project Server security model is flexible and should reflect the organizational role responsibilities for each member. Project and resource data should be controlled and distributed on an as-needed basis. The security model provides the capability to assign functional permissions and data access to a specific role. The security model should be developed with maintainability in mind.

Enterprise Global Codes

The enterprise global codes are used to organize and enhance the project and resource data stored in the system. They provide data standards for the enterprise and can be enforced by specifying codes as a required field. Enterprise custom fields should be defined to support enterprise data requirements. As with any information system, each data requirement should have a purpose and be justified for the effort required to collect and maintain the information.

Views

Views are available to PWA users and present project and resource data in the web interface. A significant benefit of Project Server is the reduction of Microsoft Project users. Users can view project and resource data as needed without the desktop software. The views can be created to effectively present information clearly and concisely.

Calendars

Accurately reflecting project schedules requires that working days and holidays are specified for planning purposes. In the Project Server environment, enterprise calendars are used to standardize the scheduling of all projects and resources. Multiple calendars can be developed to support an organization's business environment.

Timesheet Setup

Timesheet functions in Project Server provide both efficiency and collaboration to project managers and team members. The method of tracking project progress is one key to achieving system objectives. The information collected on task status should support the organizational goals. Progressing projects also require the workflow to be established. There are many options in Project Server to route and approve task status, and they should integrate with the organization's processes.