MPUG Boston Chapter Meeting

Transcription

1 Where Project Managers and Microsoft Meet. MPUG Boston Chapter Meeting

2 Welcome to MPUG! Presentation will start at 6:15pm 2

3 Agenda From - To Topic 5:30 6:00 pm Registration, Refreshments & Networking 6:00 6:15 pm Welcome & Introductions Meet the Boston MPUG Chapter Board of Directors Announcements 6:15 7:15 pm Feature Presentation Jacques Goupil, PMP, MCTS It s Automatic Workflows 7:15 7:30 pm Networking Break & Refreshments 7:30 7:50 pm Audience Participation / Speaker Q&A 7:50 8:00 pm Final Remarks, Raffle Prizes 3

4 Boston Chapter Officers President Jacques Goupil, PMP, MCP, MCTS President - PPM Works, Inc. Jacques.Goupil@ppmworks.com Director of Community Relations Ed Yee, PMP e_yee888@yahoo.com MPUG Northeast Liaison & Membership Director John Riopel, PMP, MCP, MCTS President - PM Providers jriopel@pm-providers.com Director of Marketing Jan Wells, PMP janwellspmp@comcast.net Secretary Mark Wells, MCTS mark.wells.2.ctr@us.af.mil Director of Special Projects Matthew T, Davis, PMP, MCITP EPM Consultant - Microsoft Corp matttdavis@comcast.net 4

5 MPUG Boston Upcoming Events Date Topic Speaker Wednesday, March 4 Wednesday, April 1 Wednesday, May 6 Wednesday, June 3 Automate Business Process with Project Online and Server Workflow 10 Tips to create workflow No Fooling With Cross-Project Methods for cross-linking and typically happens under the hood Accessing your Cloud Data Microsoft Ignite Recap If you were not in Chicago in May, come hear what was discussed, new announcements and more Jacques Goupil, MCP, MCTS, PMP, Certification Instructor Vern Valero, PMP, MPM VernValero@Hotmail.com Matt Davis, PMP madavi@microsoft.com MPUG Boston Board Members

6 Call for Presenters Why: Share your knowledge with your peers Receive PDUs Give back to your Project community What: minute presentation (As part of the How Project Saved Me session. September 2 nd we are looking for a 3-4 presenters 2. Present your own full-length topic (45 minutes) When: The following sessions are available Wednesday, August 5 Wednesday, September 2 Wednesday, October 7 Wednesday, November 4 Wednesday, December 2 * September will be 3-4 short presentations

7 MPUG Boston 2015 Meeting Dates Meetings are scheduled the First Wednesday of the month and will be held at Constant Contact in Waltham (our new home ) Wednesday, January 7 Wednesday, February 4 Wednesday, March 4 Wednesday, April 1 Wednesday, May 6 Wednesday, June 3 Wednesday, August 5 Wednesday, September 2 Wednesday, October 7 Wednesday, November 4 Wednesday, December 2 Location: 1601 Trapelo Road, Waltham, MA Exit 28 off 1-95 South Exit 28B off I-95 North

8 We want to hear from you! Join the MPUG Boston LinkedIn Group!!! Search for MPUG Boston Keeping Project Users Connected 8

9 MPUG Boston Site 9

10 Keeping Project Users Connected We want to hear from you! Join the MPUG Boston LinkedIn Group!!! Search for MPUG Boston 11

11 Local PMI Chapter Upcoming Meetings PMI Central Mass Chapter March 10, 2015 Chapter Meeting Topic / Speaker: "Top Ten Ways to Fail at Scheduling / Vern Valero Location: Doubletree Hotel, 5400 Computer Drive, Westborough, MA IIBA Greater Boston Chapter March 12, 2015 Chapter Meeting Topic / Speaker: Influencing Stakeholders / Michael Nir Location: Sun Life Learning Center, 112 Worcester St, Wellesley Hills, MA PMI Ocean State Chapter March 12, 2015 Chapter Meeting Topic / Speaker: The Link Between Optimizing Your Company s Value Proposition and The Project Management Culture / Larry Girouard Location: CVS Caremark. One CVS Drive, Woonsocket, Warwick, RI PMI NH Chapter March 18, 2015 Chapter Meeting Topic / Speaker: Understanding and Managing the Hidden Barriers to Project Success / Lloyd Williams Location: The Red Blazer, 72 Manchester Street, Concord, NH PMI Mass Bay Chapter March 19, 2015 Chapter Meeting Topic / Speaker: "From Project To Program What You Need To Succeed / Anne L Coulombe, Patricia Moore Location: Constant Contact, 1601 Trapelo Road, Waltham, MA 12

12 It s Automatic! How To Automate Business Processes with Project Online/Project Server 2013 Workflows Presented by Jacques Goupil To the Boston MPUG group On March 4 th, 2015

13 Session Background Deeper Dive, Details Beyond Previous Resources Tips and from Lessons Learned in the Field Fast Pace, Consolidate Presentation

14 Great Resources on Workflows Hitchhiker's Guide to Demand Management in Project Server 2013 by Steven Haden Designing Project lifecycles and workflows in Project Online and Project Server 2013 by Steven Haden: Workflow deep dive in Project Online and Project Server 2013 by Biatrice Ambrosa: Project Online & Project Server 2013 Workflows (MPUG Members Only):

15 Why Workflow? Simple Reasons Send Notice Upon Project Initiation Set Required Fields by Department Advanced Reasons Implement Demand Management Transition Informal to Formal Portfolio Governance Raise Organizational Commitment to Portfolio Management

16 Workflow Implementation is the Final Exam for Project Online / Project Server

17 SharePoint Designer Workflows for Project Online / Project Server 2013

18 Challenge: How to Upgrade Workflows Developed for Project Server 2010 in Visual Studio

19 Sequential Workflows for Project Server 2010 Work on Project Server 2013!!!

20 FYI 2010 Sequential Workflows must start with a Set Project Stage Activity

21 Challenge: Preventing disruption to users when implementing workflows

22 Tip #1 Quick Tip Follow a Workflow Implementation Process, outside of Production Plan & Design Configure PWA Build Workflow Publish and Test Workflow

23 Tip #2 Document the Workflow Design Before Building Quick Tip

24 Start with White-Boarding

25 Next Translate Whiteboard Notes to a Design Document Demo: Instructor to perform demo Participants to watch and understand Ask Questions

26 Challenge: Sending an Notice based on Project Information Sending an Notice based a field selected in Project Information

27 Using a SharePoint List for Demo: Instructor to perform demo Participants to watch and understand Ask Questions

28 Tip #3 Use a SharePoint List to Identify Addresses Quick Tip

29 Challenge: Determining where in the workflow to send after a project is approved or rejected.

30 Using Repeating Condition Sets for Notifications Demo: Instructor to perform demo Participants to watch and understand Ask Questions

31 Tip #4 Repeat Condition Sets for Notifications Quick Tip

32 Challenge: Using the Set Project Field Action

33 Set Force Check-In on Stage Demo: Instructor to perform demo Participants to watch and understand Ask Questions

34 Tip #5 When Setting Fields Don t Forget to force Check-In on the Stage When you set Project fields require check-in Quick Tip

35 Challenge: Updating Stage Status for new and completed stages

36 Setting Stage Status When Entering and Exiting Each Stage Demo: Instructor to perform demo Participants to watch and understand Ask Questions

37 Tip #6 Set Stage Status When Entering and Exiting Each Stage Quick Tip

38 Challenge: Including Portfolio Selection as a Workflow Condition

39 Including Portfolio Selection as a Workflow Condition Demo: Instructor to perform demo Participants to watch and understand Ask Questions

40 Tip #7 Evaluate Optimizer / Planner Decision for 0 or 3 Quick Tip pj14mref(v=office.15).aspx

41 Challenge: Including On Hold and Canceled Stages

42 Adding On Hold and Canceled Stages Demo: Instructor to perform demo Participants to watch and understand Ask Questions

43 Tip #8 Quick Tip Place On Hold and Canceled Stages at End of Workflow, Transition to End of Workflow

44 Challenge: When Workflow is restarted it s not sipping to a particular Workflow Stage

45 Include the Include this Stage Condition Demo: Instructor to perform demo Participants to watch and understand Ask Questions

46 Tip #9 Quick Tip Add the Include this Stage Condition to All Stages for Skip to Stage

47 Challenge: Prevent breaking an existing workflow

48 Export to Visio Demo: Instructor to perform demo Participants to watch and understand Ask Questions

49 Tip #10 Quick Tip Export to Visio Frequently for Backup!

50 Review of Tips Quick Tip 1. Follow a Workflow Implementation Process, outside of Production 2. Document the Workflow Design Before Building 3. Use a SharePoint List to Identify Addresses 4. Repeat Condition Sets for Notifications 5. When Setting Fields Don t Forget to force Check-In on the Stage 6. Set Stage Status When Entering and Exiting Each Stage 7. Evaluate Optimizer / Planner Decision for 0 or 3 8. Place On Hold and Canceled Stages at End of Workflow 9. Add the Include this Stage Condition to All Stages for Skip to Stage 10.Export to Visio Frequently for Backup!

51 Networking Break 53

52 Questions?

53 Evaluations Please! Evaluation URL will be sent to registered attendees from MPUG Global. Please complete! This helps the Boston Chapter!

54 Claim PDU s for this Webcast on PMI.org Go to PMI.com and use Activity code mpugboston You may claim 1.0 PDUs for this three hour of the Cert Series. For a copy of tonight s presentation or to receive the Microsoft Project Server Workflow Toolkit please info@ppmworks.com

55 Where Project Managers and Microsoft Meet. MPUG Boston Chapter Meeting