Download MPUG-SVC pre-meeting presentation

Reporting to Management Using
Microsoft Project and EPM
Derek Loar, Pcubed
Agenda
1.
2.
3.
4.
Perspectives in Project Information
Types of Information Views (reports)
Project Metrics
Resource Capacities
Organizational Rollup
Portfolio
Management
Enterprise
Resource
Management
Collaboration
and Project
Management
Alignment
with Business
Objectives
Integrated
Delivery
Framework
Real-time Executive
Decision Support
Corporate
Strategy
Investment, Resource and
Prioritization Decisions
Programs, Initiatives
Integrated Portfolio of
Managed Projects
Projects
Tools, Technology, Training and Knowledge Transfer
Consistent, Repeatable
Project Delivery
Perspectives in Project Information
Resource Managers
Team Members
What resources are
available
A clear understanding of
ownership
Project
Team
Members
Managers
Resource
Managers
Executive
IT Managers
Stakeholders
What
am
supposed
to
be
delivering
this
week?
When
will
we&to
really
finish
and
what
will
it
cost?
Who’s
available
staff
our
new
Can
How
we
can
link
II see
project
prioritize
data
with
initiatives
ourprojects?
front
across
& back
my
office?
org?
IT
Open,
How
Ire-use
collaborate
with
on
my
team?
Exec Who's
Stakeholders
Cancan
we
best
practices
across
projects?
working
on
what
and
do
they
have
the
skills?
What’s
What’s
the
the
best
status
way
of to
our
deploy
toppeople
3 and
initiatives?
monitor?
secure
systems
Insight and Reporting
Project Managers
Intuitive project management
Types of Information Views (reports)
“Out-of-the-box”:
• Project Professional Views (Tables, Filters, Groupings, and
Graphics)
• Project Professional Reports
• Master Projects (for Rollup in MS Project)
• Project Web Access Project and Project Center Views
• Project Web Access Portfolio Analyzer Views
• Project Web Access Resource and Availability Views
• SharePoint “Dashboards” –with Project Server Web Parts
Types of Information Views (reports)
Other add-on solutions:
• Extended OLAP cube (for Portfolio Analyzer)
• SQL Reporting Services
• Excel Spreadsheets mapped to data
• EPK (Enterprise Project Knowledge)
• ProSight
Types of Information Views (reports)
Explore views
Project Metrics
• Schedule
– Baseline Variances
• Cost
– Baseline Variances
– Budget Variances
• Risk (This metric can be scored per project and managed in
Windows SharePoint Services)
– Risk level (Impact, Severity, Probability)
– Contributors (Complexity, Vague Requirements, Resource
Availability, etc.)
• Issues
– Open, Overdue, Closed
• Change
– Multiple Baseline Variances
Project Metrics
• Schedule Quality
– Tasks without Baseline information
– Over-allocation of Resources
– Incomplete (Remaining) work in the past
– Tasks without Assignment of Resources and/or Work Effort
– Physical % Complete does not match Percent Complete (at 0%
or 100%)
– Actual Hours exist in the future
• Health
– All of the above can be weighted and combined into an overall
score
Example SQL Reporting Services
Example Master Project Schedule Report
Example Master Project Schedule Report
Example Master Project Schedule Report
Example Master Project Schedule Report
Resource Capacities
Explore views
Final Thoughts
• Defining what metrics and information is important and
can be obtained can be very complex across an
organization
• When creating a solution either based on EPM or MS
Project on the desktop, start with a few key metrics and
build from there
• Senior Stakeholders need to use the data, whether it’s
printed for them or the go online to look
– By nature, if they don’t use and manage by it, the
metrics and reporting will not be maintained