Using Project Server to its fullest potential requires customization through configuration. Your goal is to map your enterprise to the application and vice versa. Process tools typically impose their own limitations upon their human users, and Project Server is no exception. Consequently, you must manage both software configuration and organizational process change, involving all the human resource retraining that implies.
Before you can configure your server, you must know what you’re trying to accommodate in the way of process and business rules. To determine these, you coalesce what you’ve already learned through the assessment phase into the requirements that you’ll now gather to flesh out the basis for your configuration. In working along with this chapter you’ll fill out a Requirements Template document in Word that I have made available at http://www.projectserverexperts.com/book. The template contains the same tables shown in this book, except that the tables in the template are ready for your input.
Armed with a completed template, your Project Server configuration will proceed smoothly and without the interruptions associated with finding missing pieces that characterize an ad-hoc or otherwise poorly planned installation. Work through the template with the chapter nearby in order to understand the nature of the information you’re gathering and how it will be used in Project Server.