Project 2007 Quick Reference Guide What is it? Microsoft Office Project Standard 2007 gives you robust project management tools with the right blend of usability, power, and flexibility, so you can manage projects more efficiently and effectively. You can stay informed, control project work, schedules, and finances, and keep project teams aligned, while becoming more productive through integration with familiar 2007 Microsoft Office system programs, powerful reporting options, as well as guided planning, wizards, and templates. Microsoft Office Project Professional 2007 includes all the capabilities in Office Project Standard 2007. In addition, Office Project Professional 2007 provides enterprise project management capabilities when connected to Microsoft Office Project Server 2007. The Microsoft Office Enterprise Project Management (EPM) Solution, based on Office Project Server 2007 and Microsoft Office Project Portfolio Server 2007, helps you align people, investments, and work with business priorities; automate project management processes, manage portfolios, and create effective communication and collaboration across the organization; and manage work from ad-hoc projects to complex programs across the entire project life cycle. Microsoft Office Project Portfolio Server 2007 helps your organization identify, select, manage, and deliver portfolios that align with your strategic priorities. Office Project Portfolio Server 2007 is a key component of the Microsoft Office EPM Solution and helps ensure that you gain visibility, insight, and control across your project, program, and application portfolios. How Do I sell It Target Customers Office Project Standard 2007 is for individual users who manage projects independently. The Microsoft Office EPM Solution addresses the needs of a variety of roles in an organization, including: • • • • • Executives who allocate funds and oversee projects, programs, and portfolios. Project managers and staff who create and manage projects. Resource managers who work with staff and assets. Team members who work on projects. Administrators and IT staff who manage and extend the solution. Office Project Standard 2007 allows you to: Get Productive Quickly: Better organize work and people to help ensure projects are delivered on time and within budget. Understand and Control Project Schedules and Finances: Effectively track and analyze projects with a better understanding of the schedule and impact of changes. Effectively Communicate and Present Project Information: Improve the organization of your projects and people with the scheduling power and capabilities of Office Project Standard 2007 Microsoft Office Enterprise Management Solution allows you to: Align Resources to Strategy: Identify, prioritize, and invest in projects and programs with Budget Tracking. Enhance Your Business Intelligence: Monitor performance, visualize trends, manage risks, and identify investment gaps. Collaborate and Coordinate Easily: Access timely, business-critical project information so that teams can share knowledge, collaborate smoothly to complete tasks and deliverables, and adjust activities quickly to accommodate project changes and updates. Manage Resources Effectively: Accurately assess needs to effectively deploy resources and create plans for your organization so that you have the right people on your critical projects for optimal delivery. Manage the Entire Project Life Cycle: Propose and initiate projects in the Web client, then "promote" projects on the centralized Microsoft Office Project Server 2007 for tracking budgets and resources. Get a comprehensive view of your entire portfolio of work at all stages for better decision making. Microsoft Office Project Portfolio Server 2007 allows you to: Automate and Enforce Project Portfolio Management Governance Processes: Quickly define and automate your project portfolio management (PPM) governance processes with the workflow designer. Consolidate and Standardize Data Collection: Customize forms to streamline and standardize the collection of data for each investment across your organization. Prioritize and Effectively Evaluate Competing Investments: Use best practices techniques to automatically derive prioritization scores and develop intuitive charts to help you effectively evaluate the competing investments from varying angles. Select Portfolios that Best Align with Your Business Strategy: Optimize and select portfolios that best align with your organization’s strategic priorities. Manage Portfolio Performance Effectively: Measure and track the performance of each investment throughout its life cycle to help ensure you realize the forecasted benefits. Target Industries and Functions • IT Governance • Product Development • Quality Management with Six Sigma • Professional Services Automation • Project, resource, and risk management • Industries such as construction, manufacturing, pharmaceuticals, government, retail, financial services, and healthcare Frequently Asked Questions 1. How do the products in the Office Project 2007 family work together, and who should use which? Office Project 2007 has two types of offerings designed for different needs: • Office Project Standard 2007 is a desktop program for individual users who manage projects independently. • The EPM Solution combines Office Project Server 2007, Office Project Professional 2007, Office Project Web Access, Office Project Portfolio Server 2007, and Office Project Portfolio Web Access to form a business solution for organizations, departments, and teams. 2. What languages is Office Project 2007 localized in? Arabic, Chinese (Traditional), Chinese (Simple), Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazilian), Portuguese (European), Russian, Spanish, Swedish, and Turkish. 3. What languages is Office Project Portfolio Server 2007 localized in? English only 4. What new features are in Office Project Standard 2007 and Office Project Professional 2007? Background Cell Highlighting: Change the background color of cells in the table portion of the view. Change Highlighting: When you change a project, all affected tasks can be automatically highlighted (e.g., dependencies and summary task). The highlights reflect the most recent change. Cost Resources: The resource type for fixed costs assignable to a task. Cost resource accurately monitors project financials by assigning multiple costs to a task, tying costs to account codes, and rolling up costs against budgets. Desktop Online Analytical Processing (OLAP) Cube: Create customer reports or archive Office Project Standard 2007 or Office Project Professional 2007 values with data exported from Office Project 2007 into a Microsoft Office Access 2007 database and OLAP cubes. Multiple Level Undo: You can reverse your most recent series of changes to views, data, and options. Task Drivers Pane: This pane appears to the left of the table portion of the view, showing prerequisite tasks and resource constraints that drive the start data of the selected task. Click these drivers to link to relevant information. Budget Tracking: A manager can define a budget at a high level (program or project) so that the project manager can allocate funds and track costs against the budget. Visual Reports: Use Microsoft Office Excel® 2003 (or later) spreadsheet software and Microsoft Office Visio® Professional 2007 drawing and diagramming software to produce charts, graphs, and diagrams based on Office Project 2007 data. 5. What is new in Project Web Access? The new Project Web Access features include an enhanced user interface, a recycle bin, list item versioning and history, the ability to track work lists and then promote or publish these into full projects, and great access to desktop and administrative functions. Office Project 2007 streamlines the process for provisioning project workspaces. 6. What are the new features in Office Project Server 2007? The new Office Project Server 2007 features include: Active Cache: Office Project Professional 2007 will interact with Office Project Server 2007 through a local cache. Assignment Owner: This is the individual who has the responsibility for entering actual work or reporting progress against the assignment. Users can track time and assignments for other types of resources such as generic, cost, or material resources. Cube Building Service: Build portfolio analyzer cubes for end-user reporting with more data options through a flexible graphical user interface. Deliverables: Project managers can create a Windows® SharePoint® Services list of items to which they commit dates such as milestones. Other projects can then create cross-project dependency links to these deliverables. Event Model: Developers can extend the Office Project 2007 functionality by developing custom event handlers and associating them with events raised by Office Project Server 2007. An event is a message sent by an object to signal the occurrence of an action, which could be caused by a user interaction such as a mouse click or triggered by some other program logic. Multi-Currency Support: Define an exchange rate table for each project. Programs: Collections of projects to accomplish a large objective. The program level supports key performance indicators (KPIs), analysis, and reporting. Queuing Service: This server-side service queues work requests pending server availability, which provides greater resiliency and use of server resources. Reporting Data Service: Extracts data from the Project Server Publish, Working, and Version databases, transforms the data into a format suitable for end-user reporting and Analysis Services cube building, and loads it into the Reporting database. Server-side Scheduling: With server-side scheduling, if a third party builds a front end, winproj.exe no longer has to be installed on each client, because the server contains the scheduling engine. This reduces license needs from Office Project Professional 2007 to a Client Access License (CAL). Timesheets: In Office Project 2007, you can enter times for more than Office Project 2007 activities and non-project time. Time can be linked to project tasks and can also be run independently. You no longer need an assignment and can capture time at different levels, such as against the summary task, project, or account code level, instead of just for individual tasks. 7. How does Office Project Portfolio Server 2007 integrate with Office Project Server 2007? Office Project Portfolio Server 2007 integrates with Office Project Server 2007 to provide organizations with an end-to-end PPM solution. Office Project Portfolio Server 2007 includes the Office Project Server Gateway, a bidirectional link with Office Project Server 2007. By using the Office Project Server Gateway, administrators can import, export, and synchronize phases and milestones, resource requirement data (budget, actual, and forecast), and resource availability, data, and enterprise fields between the two environments. 8. Can Office Project Professional 2007 connect to a server running Project Server 2003? No, it cannot connect to the server. However, Project 2003 and Office Project 2007 clients can be run side-by-side on the same computer. EPM Solution System Requirements: Windows Server® 2003 and Windows Server CALs, Windows SharePoint Services version 3.0 (a component technology for Windows Server 2003), Microsoft SQL Server™ 2000 or newer versions and SQL Server CALs, Microsoft .NET Framework 2.0requirements