usb barcode reader c# Program and Portfolio Management in Microsoft Office

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Program and Portfolio Management
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NOTE Also, this is not a book on Project Portfolio Server
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Project Server 2007 is not designed to be a PPM system Project Server and its base platform Windows SharePoint Services can, however, provide an effective baseline PPM solution Imagination is all that is required The following chapter opens a doorway into PPM and includes a combination of a high-level discussion of the process as well as the technical pieces needed to implement this process This chapter is not intended to give you a complete end-to-end PPM solution, but it offers a good starting point for implementing a solution that fits your specific environment
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User navigates to the New Project Request List and selects New
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Person submitting the request completes the form This includes assigning the preliminary cost and value PMO is notified through alerts
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No Notify the requester
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Should the project be considered
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Yes Assign a business analyst (BA) and build a business case Using a Project Professional Enterprise template, the BA publishes the newproject and creates a Project Workspace Steering committee reviews the request and rescores the project Project manager enters final scores into Enterprise Custom Project Fields in the project and republishes it
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BA posts business case material on the Workspace
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Based on rank and other factors, the project is given a go/no-go decision
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PWA Project Center Value View displays projects sorted by relative risk
Projects are rescored on a schedule (usually quarterly)
27:
Project Portfolio Management
Before you can start the process, you need a way to take in potential projects As discussed in 16, there are several ways to go about this You might use the Proposals feature or InfoPath For the example discussed in this chapter, the option chosen is to use a SharePoint custom list (Lists are described in some depth in 25)
SharePoint Portfolio Site
It is recommended to create a new Windows SharePoint site to house the New Project Request List To create a new site, start at the Project Web Access Home Page and select Site Settings | Create Next, from the bottom-right of the page, select Sites and Workspaces Stay on the initial tab and choose Team Site Consider the audience when deciding on permissions for this site Will everyone need access, or will only certain people involved in PPM need permission Are there security or other concerns Keep in mind that you can modify permissions later if necessary The next step is to include whatever content is appropriate for an organizational PPM site Consider a Project Center Web Part (possibly the Value View discussed later in this chapter) and/or a Resource Center Web Part Remove lower-value Web Parts that will not be used as described in 25 Changing the look and feel may be appropriate; to do so, navigate to Site Settings | Settings and Site Theme The next step is to choose the best way to handle incoming project requests 16 describes three possible ways to handle these incoming requests The built-in Proposals feature might be the best method for you In this chapter, however, we will explore a different approach using a custom New Project Request List in Windows SharePoint Services This is something that we have found useful as an alternative
New Project Request Details
Consider what fields will be important for scoring the relative value of each potential project The goal of this form is to get the initial requester s sense of the value of the request Often corporate cultures initiate projects without giving enough thought to their value This is especially true when requests are framed within the global corporate value rather than a department, workgroup, or even a single user Asking the requester to consider worth to the organization is an important cultural step in establishing a value-driven PPM culture In this case, the following fields are used: Title The name of the proposed project Windows SharePoint Services uses this required field to generate the unique ID in the system Detailed Description This is a Rich Text field Date Required This is the date and time field Project Manager In this case, the choice was to select the project manager from a dropdown list Under certain circumstances, a Text field would be an option, especially if the possible project manager options change a lot
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