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Document Details
Modification History
Version Date Name Comment
1.0 08/09/2008 Kevin Edwards Final version.
Definitions / Acronyms
Acronym Definition
PM Project Manager
IS Information Services
PWA Project Web Access (web interface for Project Server 2007)
EPM Solution Microsoft Office Enterprise Project Management Solution comprising off Project
Professional 2007 and Project Server 2007 (including Project Web Access)
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Table of Contents
Document Details.......................................................................................................................................2
Modification History.....................................................................................................................................2
Definitions / Acronyms.................................................................................................................................2
Sign off..........................................................................................................................................................2
Table of Contents.............................................................................................................................................4
Document Purpose...........................................................................................................................................7
User Roles.........................................................................................................................................................8
Project Workflow..............................................................................................................................................9
Project Definition and Initiation...................................................................................................................9
Detailed Steps for Project Definition and Initiation....................................................................................11
Create a project......................................................................................................................................11
Project Planning..........................................................................................................................................23
Detailed Steps for Project Planning............................................................................................................25
View resource usage...............................................................................................................................25
Baseline project......................................................................................................................................36
Project Execution........................................................................................................................................39
Detailed Steps for Project Execution..........................................................................................................41
Update task progress..............................................................................................................................41
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Project Closing............................................................................................................................................55
Detailed Steps for Project Closing...............................................................................................................57
Delete status report requests.................................................................................................................57
Generic Resources..................................................................................................................................59
Lookup tables.........................................................................................................................................65
Views..........................................................................................................................................................67
Project Center.........................................................................................................................................67
Project Details........................................................................................................................................69
Resource Center.....................................................................................................................................70
Data Analysis..........................................................................................................................................71
Security.......................................................................................................................................................72
Enterprise Calendars..................................................................................................................................73
Standard.................................................................................................................................................73
Cubes..........................................................................................................................................................73
Project Workspace.....................................................................................................................................73
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Project Documents.................................................................................................................................74
Issues......................................................................................................................................................75
Risks........................................................................................................................................................77
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Document Purpose
From planning workshops held by the EPM team at the ................, a typical project life cycle has been
developed and mapped to Project Server 2007 based on the organisation’s methodology. The decisions
made during the workshops are documented within this functional specification.
The functional specification includes systematic instructions on what users will need to do in order to
update project information within the EPM Solution. Furthermore, the functional specification is the basis
for the high-level training worksheet and will outline the settings and configurations undertaken within the
Project Server 2007 environment.
The functional specification describes how to use the EPM Solution to enable the vision statement for this
project to become a reality. It has a focus on the minimum processes that need to take place for this
purpose. The EPM Solution is a tool that captures information only. A consistency of process needs to
occur amongst all users that interact with the Solution for it to operate successfully.
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User Roles
This section outlines the user roles (groups) to be set up within the EPM Solution. The user roles represent
all users that are involved in the use of the pilot solution.
The table below outlines the user roles and the associated access levels with their team responsibilities.
Some users may belong to more than one role, combining and increasing their level of access.
Executives (IS Executive, Portfolio View all available views/reports, including Projects,
Administrators, Project Governance) Program and Resource information
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Project Workflow
This section outlines the workflow of a typical project life cycle within IS. It maps the process to the EPM
Solution and introduces users to a systematic guide of how to use the EPM Solution within each individual
project phase.
A project manager (PM) within Projects Departmentwould perform the following actions to create a new
project within the EPM Solution and set it up correctly.
1. Either a proposal is created which can then be later upgraded to a project using Project Web
Access, or the PM can create a blank project within MSP and save it to MSPS.
2. The start date is set for the project and mandatory project information fields are entered for the
project (these are described later in this document).
4. Initial risks and issues are entered, and project documents are uploaded.
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Detailed Steps for Project Definition and Initiation
Create a project
User Role(s) Project Manager
There are two options for creating a project, either via a proposal within PWA or directly from MSP. Note:
the subsequent sections in this document apply no matter how a project has been created.
Option 1: Create a new proposal in Project Web Access (and upgrade later to a project)
1. From Project Web Access, click Proposals and Activities in the Quick Launch bar.
2. On the Proposals and Activities menu bar, click New then Proposal.
3. Enter a Name, Start Date (estimated is fine), and Plan Owner. Do not use the Description field, as
this will be entered lower down the form.
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4. If desired, select a State describing whether the proposal is Proposed, Approved or Rejected.
5. Fill in the rest of the custom fields for the proposal. Only those marked with a red asterix are
mandatory and require a value.
6. Click Save, which will take a few seconds.
7. The user is now presented with a task entry screen. High-level task(s) can be entered here. The
user should use this screen by entering information column-by-column, then clicking Save after
each one (e.g. task names, Save, durations, Save, etc.). It is not recommended to assign a resource
to a proposal.
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8. If the proposal is to be seen in Project Center views, click Save and Publish when finished entering
proposal information.
9. When completed working with the proposal, click the Close button.
The project workflow stops here until the proposal is converted to a project.
1. From the Proposals and Activities page, click on the icon to the right of the proposal name (not on
the proposal name itself as this will open it for editing).
2. Click the Convert button.
3. Click OK to the message that appears. This will remove it from Proposals and Activities and turn it
into a project that can only be opened from Project Professional.
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1. With the project schedule open in MSP, click Project then Project Information….
Under the Enterprise Custom Fields section of the dialog, set values to describe properties of the
project (see ‘Project custom fields’ later in this document for details on the purpose of each field).
The user must enter values for all fields that are mandatory (have an asterix) before the project can
be saved.
This dialog box will need to be revisited over the course of the project’s lifetime to update information such
as Stage.
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1. Click File then Save. Enter a name for the project and click Save.
To make the changes available for reporting and create a project workspace, click File then
Publish… . This will show the project’s data in Project Center. The publish command needs to be
executed each time an updated project’s data needs to be displayed in reports. The publish
command also provides access to the project workspace (team members don’t have contribute
access until they are assigned to a task).
Note: the first time that the publish command is used, the user will need to accept the option to
create a project workspace for the project (there is no need to change any settings here).
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1. From the Project Web Access home page, click on name of the project in the Project Workspaces
list to display its workspace.
2. In the window that opens, Risks, Issues and Documents are accessible by clicking on links in the
Quick Launch bar on the left of the screen.
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1. Click on Issues in the Quick Launch Bar to open the Issues list.
To edit existing items in these lists, click on the list item and select Edit Item.
To delete existing items in these lists, click on the list item and select Delete Item. This sends the item to
the site Recycle Bin.
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1. Click on Project Documents in the Quick Launch Bar to open the Project Documents library.
2. Navigate through the folder structure to where the document should be uploaded.
4. Click Browse and locate the existing file on the file system. Click OK to upload the document into
the document library. The file should then be deleted from the file system so all future work on the
document occurs from the document library.
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2. Click OK to confirm the document will be checked out. This means that only one person at a time
can edit it. Saving to the local drafts folder will allow the document to be edited offline.
3. When the user has finished working with the document, they should select whether to check it
back in and keep their changes or not.
4. If the document is being checked back in, enter comments on the changes made and click OK.
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1. Identify and open the project that is to become a master project, click Insert then Project….
2. Select the project to insert into the master project and click Insert.
3. Save and publish the master project using standard procedure. Links can now easily be created
between tasks in different projects.
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Inserted project
Inserted project
Linked tasks
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Project Planning
Actions to be performed by Projects Departmentto plan the project
A project manager (PM) within Projects Departmentwould perform the following actions to prepare the
project schedule and assign resources to it.
1. The detail of tasks and their dependencies are built within the project schedule.
2. Resourcing is negotiated within Information Services. Project Server views and the Resource
Availability function are used to view staff demand and availability. Resources are assigned against
tasks in the project schedule where possible.
6. The Project Information dialog (introduced in the Project Definition and Initiation section) is
regularly revisited to keep project information updated.
7. The project is regularly published so updated information is available to all users within views.
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Detailed Steps for Project Planning
View resource usage
User Role(s) Executive
Project Manager
To get some idea of the availability of resources and the projects they are assigned to, the resource usage
functionality of PWA can be used:
2. Place ticks next to the resources for which usage detail is to be displayed. (Note: these screenshots
show an example of three disparate resources, however an entire team can be selected by using
the Roles and RBS view to group by team).
3. To see what projects the resources are assigned to, click View Assignments.
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4. Alternatively, to see the availability of resources click Resource Availability. Notice that a drop-
down in the top-right corner of the screen allows different views of this data. Particular resources
or projects can also be hidden from the view.
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1. With the project open in MSP, click Tools then Build Team from Enterprise.
2. Click the Existing filters drop down and select the type of resources to be added to the project (or
All Resources to see all of them).
3. Click on resources from the left and then click Add to join them to the team on the right. (Note:
screenshots show an example of adding generic resources rather than real users.)
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4. Once all resources are within the team for this project, click OK.
5. Click View then Resource Sheet to see the resources working on the project.
6. Tasks can now be assigned to these resources within the project schedule.
7. When the publish command is issued, assigned resources with e-mail addresses will receive an e-
mail notifying them of assigned tasks.
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1. With the project schedule open in MSP, click Tools, then Options.
2. In the View tab, click Show project summary task. Click OK. This displays the task with ID 0 that all
tasks in the project roll up to. It is against this task that budget resources are assigned.
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4. Click on the Existing filters drop down, and select Budget Resources. This will display only budget
resources (i.e. the cost types that budget values can be assigned to).
5. For each cost type that has been provided with a budget value by project governance, click on it
and then click Add to include it to the list of available budget resources for this project. When
finished, click OK.
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6. Click on the project summary task at the top of the project (task 0), then click Tools and Assign
Resources.
7. All budget resources should already be selected. Click Assign to assign them so budget values can
be entered against them, then click Close.
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8. The user will now be able to enter budget values for each budget resource. Click View, then
Resource Usage.
9. In the Budget Cost column for each cost type, enter the budget value for the project summary task.
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Resource costs
Resource costs are rate-based and calculated from the amount of work performed by a resource multiplied
by the resource’s standard rate. For all enterprise resources created in the EPM Solution, this is configured
by an administrator. Therefore, this is automatically calculated by assigning any enterprise resource with a
standard rate to a task.
If the Cost Type for the resource has also been set, views can be configured to allow costs for each Cost
Type to be compared against their budgeted value. This can be done by creating a Project Detail view that
includes the Cost and Budget Cost columns, and is grouped by Cost Type.
Other costs
The costs of non-resources can be tracked by adding them locally to the project. (Note: if these costs need
to be tracked across different programs or the entire portfolio, create them as enterprise resources.) This
section describes how to create local resources.
1. With the project open in MSP, click View then Resource Sheet.
2. Type a name for the resource and select the Type for the resource as either Cost or Material (only
choose Work to include a resource that does not exist in the organisation and does not need its
time tracked at the program or portfolio level).
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4. Enter any remaining type-specific information for the resource. It can now be assigned to tasks.
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2. For tasks that are milestones, scroll to the right of the screen so columns starting with the word
Milestone appear.
3. For each milestone, click in the Milestone Stage column and choose which stage the milestone
occurs in. Enter details for the stage under Milestone Stage Description.
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Baseline project
User Role(s) Project Manager
In order to report on how a project is tracking during the execution phase, a baseline should be set once
the project has been planned:
1. With the project schedule open in MSP, click Tools, Tracking, and then Set Baseline.
In the event of a change request, new tasks can be baselined by selecting them in the project schedule and
using the Set Baseline dialog with the Selected tasks option chosen.
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1. From Project Web Access, click Status Reports in the quick launch bar. In the Requests section,
click New, then New Request.
2. Enter a title for the report (this may be the name of the project), followed by how often resources
are to provide status reports, the status report start date, and who should respond to the status
report request.
3. Configure which sections resources should respond to in the report by using the Insert Section and
Delete Section buttons, and by entering names and descriptions for each section.
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Project Execution
Actions to be performed by Projects Departmentto execute the project
A member of the Executive team would perform the following actions to execute project schedules.
1. Review project, program and portfolio level reports to assess progress of projects within the EPM
Solution.
A project manager (PM) within Projects Departmentwould perform the following actions to execute the
project schedule.
1. Task update information provided by users is used to update progress within the project.
2. The Project Information dialog (introduced in the Project Definition and Initiation section) is
regularly revisited to keep the project’s information (such as current stage) updated.
3. The project is regularly published so updated information is available to all users within views.
Any change requests that occur would be added to the project and those particular tasks baselined.
A team member (TM) would perform the following actions to execute project schedules.
1. Provide the project manager with updates on the progress of their tasks.
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Detailed Steps for Project Execution
Update task progress
User Role(s) Project Manager
Team Member
Option 1: Resources report on progress of tasks via Project Web Access
This option has the benefit of an approval workflow, audit trail and improved efficiency for a busy project
manager who can make their task updates in one place.
2. Click on each field and enter Start, Finish, % Progress and Health to inform the project manager of
the status of a task.
3. Once the status of all tasks has been updated, click Save All.
4. Review the updated tasks and if satisfied place a tick next to each task to be submitted to the
project manager. Click Submit Selected.
5. If desired, enter a comment providing more detail on the status of the tasks.
The project manager can then review the submitted task progress and decide whether to approve and
include in the project schedule, or reject:
2. The task updates from the project’s resources is presented and how the task is progressing can be
reviewed.
3. Details on what was changed for each task can be viewed by clicking on the name of the task.
4. Preview what effect the task updates will have on the schedule by ticking the updates to be
included and clicking Preview. Then examine the coloured tasks.
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5. To approve certain tasks, place a tick next to them and click Accept. Conversely, to reject certain
tasks, place a tick next to them and click Reject. A response can then be provided back to the team
member.
If task updates have been accepted, when the project is next opened in MSP a message will appear
to update the local copy with that modified on the server. Click Yes to work with this updated
project.
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1. From Project Web Access, click Status Reports in the quick launch bar. Click on the title of the
status report request under Responses to create a response for it.
2. Review the time period for the response and enter response information for each status report
section.
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3. Click Send.
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1. From Project Web Access, click Status Reports in the quick launch bar. Under Requests, click the
name of the status report to display its responses.
2. To view the response of a particular resource, click on the document icon for their resource name
and time period and click Open.
To view the response of all resources for a particular time period, click the column heading for it to
select all responses of the period and click Open.
3. The responses are displayed.
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Export images
This section describes how to export the information displayed in a Data Analysis view to a static image.
1. With the Data Analysis view displayed on the screen from which to export data, click either Save
PivotTable as Image or Save PivotChart as Image.
2. Confirm the filename to be used for the image (it will be saved to the desktop) and click OK.
3. Click Yes to confirm the image is to be saved to the desktop, even if it overwrites an existing file.
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2. Excel will open and ask whether the data should be refreshed automatically. Click Enable
automatic refresh to include the same fields from the Data Analysis view in the Excel PivotTable.
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Visual Reports
This section describes how to export the information for a particular project into Excel 2003 or 2007, or
Visio Professional 2007.
1. With the project to be reported upon open in MSP, click Report, then Visual Reports.
2. Double-click on the report to be generated (there are other options in this window such as creating
more reports which are not covered here). Only Excel reports will display if Visio Professional 2007
is not installed.
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Copy Picture
This section describes how to export the information for a particular project into a static image.
1. With the project to be reported upon open in MSP, ensure the screen is set up with the particular
view and columns needed in the image.
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3. Select To GIF image file and choose a location and filename. Choose other options on the dialog if
appropriate.
Other Reports
This section describes how to export the information for a particular project into a static grid report within
MSP that can then be printed.
1. With the project to be reported on open in MSP, click Report, then Reports.
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4. The report will be displayed. Use the Print button to print the report.
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Project Closing
Actions to be performed by Projects Departmentto close the project
A project manager (PM) within Projects Departmentwould perform the following actions to close the
project schedule.
6. Create end of project report and ensure this and all other project documents exist in the project
workspace’s document library.
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Detailed Steps for Project Closing
Delete status report requests
User Role(s) Project Manager
Status report requests will continue to be issued until the request is deleted:
1. From Project Web Access, click Status Reports in the quick launch bar. In the Requests section,
click on the row in which the status report request exists (do not click on the request itself as this
will cause it to open).
1. From Project Web Access, click Server Settings then Close Tasks to Update.
3. Place ticks next to the tasks to close them from further updates (note: click on the column headings
to sort tasks).
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Resources
The EPM Solution will initially be configured with a set of resources to enable ................ to set up budgets
and assign placeholder resources.
Budget Resources
These resources allow the association of budget costs against a particular cost type custom field for a
project.
Generic Resources
These resources provide a placeholder resource for project schedules before an actual resource is assigned.
The Roles custom field allows matching of these placeholder resources against actual resources.
Funding Source Area that will be providing funding for Text Yes Funding Sources
the project.
Portfolio Segment Division of projects into categories that Text Yes Portfolio Segments
can be prioritised, managed and funded
appropriately.
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project belongs.
Stage Which Prince2 stage the project Text Yes Project Stages
currently exists in.
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)
)
)
Equals “4 Up-to-date”
Health When entering task progress, resources can provide Text No Health
their opinion on the health of a task.
Milestone Project stage to which a particular milestone belongs. Text No Project Stages
Stage
Task Status Identical to the project custom field Schedule Status. Text No
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Cost Type Categories of costs for budgeting and monitoring based Text No Cost Type
on financial system.
RBS Teams within the organisational structure to which the Text No RBS
resource belongs.
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Lookup tables
Enterprise custom fields can display a tree view of data within lookup tables from which users can select.
Custom fields of any type can share the same lookup table. The table below describes each lookup table
and its possible values.
Information Policy
IT User Services
IT Services Centre
IT Desktop Services
IT Security Services
IT Procurement and Licensing
Research Support
Information Infrastructure
Infrastructure Planning and Strategy
Identity and Access
Systems Infrastructure
Networks and Telecommunications
Data Centres
Information Projects
Project Office
Project Delivery
Enterprise Applications
Systems Development and Integration
Themis Implementation
Database Administration
Production Assurance and Support
Student System
Information and Education Services
Roles Architect
Business Analyst
Change Communicator
Developer
Functional Analyst
Network Engineer
Operational Support Desk
Procurement Support
Project Coordinator
Project Manager
Project Manager Assistant
Security and Access Management
Service Delivery Management
Systems Administrator
Testing / QA Provider
State (Built-in) Proposed
Approved
Rejected
Views
Views are used to display on-the-fly reports of the currently published data within the EPM Solution. They
are used in four main locations, Project Center, Project Details, Resource Center and Data Analysis. As part
of the EPM Core Pilot, 10 views are provided.
Project Center
These views are displayed within Project Center and are targeted at the portfolio and program level.
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Projects by Status
This view displays the portfolio from the perspective of how each project is progressing against the
Schedule Status measure.
Setting Detail
Filter
Setting Detail
Group by Owner
Filter
Projects by Program
This view displays the portfolio from the perspective of how each program is performing.
Setting Detail
Fields Schedule Status, Owner, Project Name, Project Sponsor, Senior User, Start,
Finish, Duration, % Complete, Portfolio Segment, Project Description,
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Program
Group by Program
Filter
Project Costs
This view displays the costs of each project in the portfolio. Assigning this view only to the ‘My
Organisation’ security category means that only Project Managers and Executives will be able to see it.
Setting Detail
Fields Project Number, Project Name, Budget Cost, Cost, Baseline Cost, Cost
Variance, Allocation, Allocation Variance, Owner, Project Description, Start,
Finish, % Complete, Program
Group by Program
Filter
Project Details
These views are displayed when the user clicks on a project in Project Center. They are targeted at the task
level.
Project Milestones
This view displays the milestones within a project.
Setting Detail
Fields ID, Task Name, Task Status, Finish, Actual Finish, Baseline Finish, Milestone
Stage, Milestone Stage Description, Start
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Group by
Tracking
This view displays how a project is progressing against baseline.
Setting Detail
Fields ID, Task Name, % Complete, Start, Finish, Baseline Start, Actual Start,
Baseline Finish, Actual Finish, Baseline Duration, Actual Duration,
Remaining Duration, Duration, Resource Names
Group by
Sort by ID (Ascending)
Filter
Resource Center
These views are displayed within Resource Center, and are useful to see the resources available within the
EPM Solution.
Resources
This view displays all resources that can be assigned to projects. Assigning this view only to the ‘My
Organisation’ security category means that only Project Managers and Executives will be able to see it.
Setting Detail
Fields Resource Name, Windows User Account, Cost Type, RBS, Standard Rate,
Max Units, Active, Email Address, Booking Type, Checked Out, Last
Modified, Type, Generic
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Filter
Setting Detail
Group by RBS
Data Analysis
These views are displayed within Data Analysis, and are flexible PivotTable- and PivotChart-based reports.
By default, they are updated every night.
Program Milestones
This view displays milestones across the programs.
Setting Detail
Column Area
Timephased Cost
This view displays a timephased view of cost across the portfolio.
Setting Detail
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Cube MSP_Portfolio_Analyzer
Filter Area
Security
This section outlines the security settings within the EPM Solution. For the purposes of the pilot, out-of-
the-box security will be used, with the exception of group and category associations, and users assigned to
the appropriate groups. These groups are described in the User Roles section of this document.
Each group can be associated with categories, which for the pilot have the purpose of determining the
views to which a user in a group has access.
Group Categories
Administrators My Organisation
Enterprise Calendars
Enterprise calendars define working days that can be allocated to projects and resources within the EPM
Solution. Multiple enterprise calendars can be defined.
Standard
The standard calendar only contains entries for 2007 to cover the duration of the pilot.
Exception Date(s)
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Cubes
Cubes provide Data Analysis views. They are static objects that need to be rebuilt to contain the latest
data. Typically, this is done nightly. By default, cubes do not contain any custom fields. This section
describes the custom fields that need to be added to allow the described Data Analysis views in this
document to operate.
Project Workspace
The project workspace is the central location for collaborating information on a project. It contains a set of
lists to provide this information. Each list contains fields into which data can be recorded.
Lists that have been customised from their out-of-the-box defaults are described in detail over the next few
sections. Lists in the workspace are as follows:
Available Lists
Project Documents
Issues
Risks
Deliverables
Calendar
Contacts
Project Discussion
Project Documents
This list, otherwise known as a document library, provides the addition of documents to the project
workspace. The following are the settings for this list that have been changed from their out-of-the-box
defaults.
Setting Value
Fields
The out-of-the-box fields are used.
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Views
The out-of-the-box views are used.
Pre-existing content
This document library contains the following folder structure.
readme-prince2-filing-structure.txt
Management Products
Management Products\0 Templates
Management Products\1 PreProject
Management Products\2 Definition
Management Products\3 Initiation
Management Products\4 Project
Management Products\5N Specialist Stage N
Management Products\7 Closure
Management Products\8 PostProject
Management Products\9 Quality
Management Products\2 Definition\1 Organisation
Management Products\2 Definition\5 Control
Management Products\2 Definition\7 Daily Log
Management Products\2 Definition\8 Correspondence
Management Products\3 Initiation\1 Organisation
Management Products\3 Initiation\2 Plans
Management Products\3 Initiation\5 Control
Management Products\3 Initiation\7 Daily Log
Management Products\3 Initiation\8 Correspondence
Management Products\4 Project\1 Organisation
Management Products\4 Project\2 Plans
Management Products\4 Project\3 Business Case
Management Products\4 Project\4 Risk Log
Management Products\4 Project\5 Control
Management Products\4 Project\8 Correspondence
Management Products\5N Specialist Stage N\1 Organisation
Management Products\5N Specialist Stage N\2 Plans
Management Products\5N Specialist Stage N\5 Control
Management Products\5N Specialist Stage N\7 Daily Log
Management Products\5N Specialist Stage N\8 Correspondence
Management Products\7 Closure\1 Organisation
Management Products\7 Closure\2 Plans
Management Products\7 Closure\5 Control
Management Products\7 Closure\7 Daily Log
Management Products\7 Closure\8 Correspondence
Management Products\8 PostProject\5 Control
Management Products\8 PostProject\8 Correspondence
Management Products\9 Quality\1 Project Quality Plan
Management Products\9 Quality\2 Product Descriptions
Management Products\9 Quality\3 Configuration Management
Management Products\9 Quality\5 Quality Control
Management Products\9 Quality\7 Project Issues
Management Products\9 Quality\9 Lessons Learned
Specialist Products
Specialist Products\0 Templates
Specialist Products\2 Planning
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Issues
This list allows issues to be recorded and assigned for ownership. The following are the settings for this list
that have been changed from their out-of-the-box defaults.
Setting Value
Item Version History Create a version each time an item is edited in this list
Fields
The following fields (columns) are used, based on the existing issues log.
Status Choice
Class Choice
Priority Choice
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Default View
The default All Items view for this list has been customised for the pilot.
Setting Detail
Fields Attachments, ID, Class, Owner, Assigned To, Created, Situation Description
(linked to item with edit menu), Modified, Status
Sort by ID
Risks
This list allows risks to be recorded. The following are the settings for this list that have been changed from
their out-of-the-box defaults.
Setting Value
Item Version History Create a version each time an item is edited in this list
Fields
The following fields (columns) are used, based on the existing risks log.
Category Choice: No
Strategic / Commercial
Financial / Market
Legal / Regulatory
Organisational / Human
Political
Environmental
Technical / Operational
Impact Choice: Severe – most objectives cannot be achieved No
(1) Severe Major – some important objectives cannot be
(2) Major achieved
(3) Moderate Moderate – some objectives affected
(4) Minor Minor – minor effects that are easily remedied
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EPM
73
Default View
The default All Items view for this list has been customised for the pilot.
Setting Detail
Fields Attachments, ID, Description (linked to item with edit menu), Category,
Impact, Probability, Proximity, Counter-measures, Created By, Owner,
Created, Modified, Current Status
Sort by ID
View Columns
Planning Gantt (i), Task Name, Duration, Start, Finish, Predecessors, Resource Names, Milestone Stage,
Milestone Stage Description, Cost, Budget Cost
Tracking Gantt (i), Task Name, Duration, Baseline Duration, Duration Variance, Task Status, Start, Finish,
Predecessors, Resource Names, Cost, Baseline Cost, Cost Variance
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EPM
74
Resource (i), Resource Name, Type, Cost Type, Std. Rate, Ovt. Rate, Cost/Use, Material Label, Max.
Sheet Units, Accrue At, Base Calendar
Enterprise Templates
These templates can be used to start a new project from a pre-existing project template schedule.
Template
Process-Model-v0.2-Complex.mpp
Process-Model-v0.2-Simple.mpp
Process-Model-v0.2-Standard.mpp
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