barcode scanner api c# Using Enterprise Templates in Microsoft Office

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Using Enterprise Templates
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Project Server can be used to support continual growth in project management maturity A part of that Project Server support is in its ability to house Enterprise Project templates that can be accessed by project managers across the organization These templates usually start with a base set of included items, such as a work breakdown structure (WBS) to support the specific methodology of the company, and may include generic resources (see 20) applied to tasks in the template to support the Project Server Build Team tool Match and Replace functions (you will learn more about these topics later in this chapter) Over time, more templates are developed that are targeted at specific repeatable projects This makes sense where organizations have gathered knowledge about details of the specific project type and can eventually include task estimates that are reasonably accurate based on historical data These templates are valuable for several reasons: They reduce the project manager s time for building new project plans They assist in keeping project plans consistent with organizational methodology and project standards
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FIGURE 21-1
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Login to Project Server
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21:
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How the Project Manager Interacts with Project Server
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Using generic resources or using actual resources set to Proposed rather than to Committed provides information that can be used for resource projections if future potential projects are published as part of a portfolio process These templates are generally posted by a closely held group of people, such as a project management office (PMO) or Project Server administrator These templates are made available to all project managers To start a project by using an Enterprise template, follow the process described next For a new project, click File | New as shown in Figure 21-2 Next select On Computer Then click the Enterprise Templates tab and select the project template that is most appropriate as shown in Figure 21-3 The project should now open prepopulated with a predetermined set of tasks and resources
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PART V
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New project selection
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Part V:
Project Server in Action
FIGURE 21-3
Enterprise templates
Building the Plan
The next step is to build out the Project Plan to reflect how the project will be executed As noted above, the plan may be built from scratch or by using a template
Changing the Project Start Date
Whether you are using an Enterprise template or starting a brand new project, change the project start date to the date that you think the project will start Select Project|Project Information and set the date with the calendar tools If the plan is built from scratch, it will default to Today A template will have a date that reflects what was included when the template was posted to the Enterprise Whichever date is included, see Figure 21-4 for setting a different project start date The next section describes how to change the status manager, a key function when using Enterprise templates
21:
How the Project Manager Interacts with Project Server
FIGURE 21-4
Set Project Start
Changing the Status Manager
In Project Server 2007, the status manager is the resource in charge of managing a particular task This feature can be leveraged when more than one project manager is involved in a single project, but most of the time it specifies the person who receives task status updates for approval, which is normally one person per project There is a known issue with the Microsoft 2007 EPM environment that each project manager must address in his or her plan when using Enterprise Project templates If a template is working as it should, once it is opened, it automatically changes the status manager to the person who opens it and then saves the project under its real project name Unfortunately, although this process correctly changes the summary tasks, the detailed tasks retain the name of whoever posted the template Here is a workaround in the form of the UpdateStatusManager macro
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