MS Project Server at Qualcomm - Lessons Learned and

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GOBI - http://youtu.be/DZvAcWKyg_s
Connected Home - http://youtu.be/F1cKCgJ56r0
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http://www.youtube.com/channel/UCH6eZr6vbZ6Bx53TyuSzxrg
http://qualcomm.com
Parent
SoC Plan
SoC Name
(Project Level Custom
Field)
Functional Area
(Project Level Custom
Field)
Report Milestone
(Task Level Custom Field)
Design Element
(Task Level Custom Field)
Child
Rule
Project Level custom field
MUST contain SoC Name
SubPlan/s
Task SoC Name
Functional Area equals
“SoC”
Functional Area
At the Task Level, this
Report Milestone MUST
match the Report Milestone
in the SubPlan you want to
link to
At the Task Level, this
Design Element MUST
match the Design Element
in the SubPlan you want to
link to
Report Milestone
(Task Level Custom Field)
Rule
Task Level custom field
MUST contain the same
name as the SoC plan. You
can have 1 task link to
multiple SoC plans.
Functional Area NOT equal
to “SoC”, use any other field
(Project Level Custom Field)
deemed appropriate
(Task Level Custom Field)
Design Element
(Task Level Custom Field)
At the Task Level, this
Report Milestone MUST
match the Report Milestone
in the SoC plan you want to
link to
At the Task Level, this
Design Element MUST
match the Design Element
in the SoC Plan you want to
link to
Service Area
Service Description
MPS Environment MPS Instance with QC standard customizations
Custom MPS Environment Configuration
1.5 FTE effort/3 months
Negotiated Custom Configuration
MPS Reporting
Standard MPS QlikView Reports
Custom MPS Reporting
2 additional weeks of custom report configuration
Negotiated Custom Reporting
MPS Training
Admin Community
Administrative Training - 2 weeks
Resource Training
Project Manager Training - 2 hours w/video
Tailored training for PMs
Customized Training Plan
MPS Support
FAQs
Go/ProjectServer
Notifications/testing of CUs and Patches (MPS)
MPS Support Team (mps.support)
400 hours/year
Negotiated additional MPS Support hours
Other
MasterLink
Weekly Snapshot
Bronze
Gold
Plantinum
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Did you add the Project Center Web Part to the PWA landing page?
Did you ensure that the "Close" button feature was enabled?
Did you rename the site collection to match the instance name (i.e. change PWA to EMS)?
Did you save all MPS web parts and modify them for use on other SharePoint sites?
Did you create an Issues/Enhancements list for this instance?
Did you create a minutes list (Team Discussion)?
Did you create a change log?
Did you create a Training/FAQ page?
Did you add Supervisor, Location, and Employee Type custom resource fields to support the AD customization?
Did you add the custom fields related to the Estimated Start/Finish customization?
Did you add all of the Exchange server accounts as users (this allows the Exchange integration to occur)?
Did you update the Prod POCs list?
Did you lock down Project Site creation to only use the default location?
Did you update the minimum Project Pro version?
Did you setup alerts per the requirements (email settings)?
Did you ensure that the Enterprise Project Types is setup correctly?
Have you changed the Sample Reports to Reports and placed a link in the Quick Launch?
Did you add the Snapshot table to the reporting db and have infra schedule the hourly job?
Did you ensure that our reporting IDs have the correct access to the dbs?
Did you ensure that the MasterLink config file was updated to include the new instance?
Did you update the Enterprise Global to include the MasterLink view?
Did you add a view to the Enterprise Global that contains ALL custom fields?
Did you ensure that all custom views and filters are prefaced with an "*"?
Ensure that versioning is turned on for ALL libraries and list in the new instance (especially Reports and Data connections).
Did you update the custom AD job to include the new instance?
Did you update the Enterprise Global Template to include Enterprise Macros?
Did you add the Report Milestone (task level) Enterprise Custom Field?
Did you add the Enterprise Custom Fields used to support MasterLink?
Did you create a web part page for MyTasks use without the Quicklaunch navigation?
Have you configured all Fiscal Periods for the new instance?
Have you configured all Enterprise Calendars for use with the new instance?
Have you removed all unused Enterprise Fields, including "Sample" fields?
Did you add the Project State field?
Did you add a calculated column for Supervisor ID?
Did you add Enterprise Custom Fields (project level) for Snapshot Hour and Snapshot Day?
Did you add the PM Notes (task level) Enterprise Custom Field?
Did you add the Enterprise Formula Field (task level) for Predecessor and Successor?
Did you ensure that the Daily Backup and AD Sync jobs do not collide with each other or other jobs on the server?
Documentation
View Code (quickly)
My Tasks
mod MS Project ribbon
Copy Assignment fields
Custom AD Synch
SnapShot
Help on every page
Scrum tools
Standard reports
Post Upgrade tasks
Permissions error if you have deleted default views
MyPC fill out
evaluations
& win prizes!
www.msprojectconference.com
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