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Questions regarding risk register, resource pool, reports and KPI RRS feed

  • Question

  • I am going on a requirement gathering activity today about a new MS Project Server project. I have knowledge of SharePoint but my knowledge of Project Server is very limited. Following will be my topic of discussion with client. Can you please tell me what kind of questions can I ask about them? I want to gather as much requirement as possible from client.

    Some of the question I can think of are:

    1. What fields will be there in each register?

    2. What kind of permission do you want on each register? For e.g. will each register will be publicly viewable to all users or not?

    3. How many KPIs and Dashboards do you need?

    Topics

    Project Register
    Issue Register
    Risk Register
    Decision Register
    Invoice Register
    Change Request Register
    Deliverable Register
    Resource Pool
    Reports and KPIs


    Tuesday, December 31, 2013 7:03 AM

Answers

  • As You know Project Server sits on SharePoint. If you know which version of Project server your client want.

    Then you can ask some question(I am giving you list of few question) like:

    1. Approx No of users 

    group and security related questions like which kind of permission they want for Project manager, team member, resource manager etc.

    2 Approx no of Project per year

    3. Avg no of task per project

    4. Project level Custom field

    5. Task level Custom Field

    6. Resource Level Custom field

    7. Project, resource or task level of custom view 

    8. Any demand Management workflow

    9. back up and restore strategy.

    10. any Issue or risk associated with project and mitigation plans

    11. drivers or strategy for Portfolio management 

    12. If any change need to be done in EPM environment how you guys can handle it. 

    13. for Delivery you can split your project in phases in which first phase will contain installation and basic configuration  then report development, then Custom development, then Training  and support

    14. which kind of report they want (SSRS, Excel baed, Performance point, dashboard, Power pivot)

    15. for reports what would  be the KPI 

    16. Tracking method, Timsheet usage, status Reports

    17. whether they will use default Project site or customized project site 

    18. Enterprise Project template for Business unit.

    19. Department specific reports.

    20 .for infra you can ask (Redundancy, server performance high availability )

    etc.

    Please group all these as per our need.


    kirtesh

    Tuesday, December 31, 2013 7:49 AM
  • No, you can not export in PDf format. But if you will use Sql server reporting services then you can export in PDF format.

    All Project center, resource center report doesn't support PDF format.

    Excel report does not support PDF .

    If you want in PDf then you can click on Print then if you have installed PDf writer then you can save as PDF.



    kirtesh

    Tuesday, December 31, 2013 8:52 AM

All replies

  • As You know Project Server sits on SharePoint. If you know which version of Project server your client want.

    Then you can ask some question(I am giving you list of few question) like:

    1. Approx No of users 

    group and security related questions like which kind of permission they want for Project manager, team member, resource manager etc.

    2 Approx no of Project per year

    3. Avg no of task per project

    4. Project level Custom field

    5. Task level Custom Field

    6. Resource Level Custom field

    7. Project, resource or task level of custom view 

    8. Any demand Management workflow

    9. back up and restore strategy.

    10. any Issue or risk associated with project and mitigation plans

    11. drivers or strategy for Portfolio management 

    12. If any change need to be done in EPM environment how you guys can handle it. 

    13. for Delivery you can split your project in phases in which first phase will contain installation and basic configuration  then report development, then Custom development, then Training  and support

    14. which kind of report they want (SSRS, Excel baed, Performance point, dashboard, Power pivot)

    15. for reports what would  be the KPI 

    16. Tracking method, Timsheet usage, status Reports

    17. whether they will use default Project site or customized project site 

    18. Enterprise Project template for Business unit.

    19. Department specific reports.

    20 .for infra you can ask (Redundancy, server performance high availability )

    etc.

    Please group all these as per our need.


    kirtesh

    Tuesday, December 31, 2013 7:49 AM
  • Thanks. This will really help. Client needs Project Server 2013.
    Tuesday, December 31, 2013 8:27 AM
  • By the way does Project Server supports report export in PDF format? I think it exports in Excel but I am not sure about PDF.
    Tuesday, December 31, 2013 8:32 AM
  • For Project server 2013 please go through the link these will give you better idea about all my points.

    Capacity Planning

    http://technet.microsoft.com/en-us/library/fp161198.aspx

    hardware requirement

    http://technet.microsoft.com/en-us/library/fp161197.aspx 

    Reporting 

    http://technet.microsoft.com/en-us/library/ff603998.aspx

    Demand Managment

    http://technet.microsoft.com/en-us/library/ff973112.aspx


    kirtesh

    Tuesday, December 31, 2013 8:36 AM
  • No, you can not export in PDf format. But if you will use Sql server reporting services then you can export in PDF format.

    All Project center, resource center report doesn't support PDF format.

    Excel report does not support PDF .

    If you want in PDf then you can click on Print then if you have installed PDf writer then you can save as PDF.



    kirtesh

    Tuesday, December 31, 2013 8:52 AM