By: Tanya Foster. I have had several people ask me about Project Portfolio Server, so it seems that this may be a good time to start blogging about the subject. You can find documentation and How To info on just about anything you want Microsoft related of course.
One of the main things that I like about Portfolio Server is that it can be tightly integrated with Microsoft Project Both SharePoint Server and Project Server changed to claims-based authentication from the previous version. If you're using classic authentication, you'll need to consider this when you upgrade. For more information, see Migrate from classic-mode to claims-based authentication in SharePoint Overview of the upgrade process to Project Server Microsoft Project Server upgrade process diagram.
After you move to Project Server and verify that your data has migrated successfully, the next step is to migrate to Project Server For more information, see Upgrade to Project Server Plan for upgrade to Project Server Look at the planning considerations to make when upgrading from Project Server to Project Server Things you need to know about Project Server upgrade covers important changes for upgrading to this version, which include:. When you create your Project Server environment, note that the Project Server installation files are included in SharePoint Server For more information, see Deploy Project Server Resource plans are deprecated in Project Server See Overview: Resource engagements for more information.
After you migrate to Project Server and verify that your data migrated successfully, the next step is to migrate your data to Project Server Get a high-level understanding of what you need to do to upgrade from Project Server to Project Server Things you need to know about Project Server upgrade Learn about important changes for upgrading to this version, which include:.
The upgrade process will migrate your data from your Project Server database to the SharePoint Server Content database. After the upgrade, be aware of several changes in Project Web App. For details, see What's new in Project Server Microsoft Office Project Portfolio Server migration guide. For a visual summary of the upgrade, migrate, and move-to-the-cloud options for Office clients and servers and Windows 7, see the end of support poster.
This poster illustrates the various paths you can take to avoid end of support for Office client and server products and Windows 7, with preferred paths and option support in Microsoft Enterprise highlighted. You can also download this poster and print it in letter, legal, or tabloid 11 x 17 format. Upgrading from SharePoint Upgrade from Office servers and clients.
Part of Prioritize the following business factors, corresponds to choosing which strategic objectives will be used and what degree of importance to portfolio projetos. You need a minimum of two and a maximum of fifteen commercial factors that prioritization is performed, but other factors can be inserted or removed during the course of prioritization.
Portfolio Analysis is the last and most important in the process of prioritizing the projects. It is through her that we can simulate scenarios critical or not, review priorities, forcing inclusion of projects and analyze detailed information of each company's projects.
The level of importance of each strategic objective and prioritization of business objectives reflected in this space is easy.
Thus the projects that have higher priority and go against the goals established in the organization will be seen more clearly. Remember, that after the first analysis of the portfolio is the ideal scenario that you present the situation to the decision makers directors, executives and managers so that in case of a tie during prioritization, be they to decide what projects are the most important for the company.
The Analysis Group is responsible for the actions of registering the necessary analyzes the portfolio. It is used within its structure the commercial factors prioritized, whose responsibility is to support the analysis of the total project portfolio. The New button performs the operation records of analyzes of the portfolio as the Delete button is facing its exclusion. Restriction Cost Analysis Prime r: a portfolio analysis uses this field as a basis for restricting primary cost during the evaluation and has weight at the time of defining the main empresa.
Cada analysis should identify a primary budget constraint. It is possible the option Resource Planning Split Phase has visibility of project resources. This option should be used only if the resource requirements have been specified for each project using resource plans or project assignments and the ability to organizational resources have been defined. After selecting this option and save, it can not be unchecked. This option should be used only if the resource requirements have been specified for each project using resource plans or project assignments and the ability of organizational resources have been defined.
Specify the planning horizon and the level of granularity of planning. The data resource capacity and resource requirements of the project outside the planning horizon will not be included. Projects that are in and out of the planning horizon can not be moved, and only data resource requirements within the horizon will be considered.
Each resource must be mapped to a primary function, based on a configured custom field. Specify here the custom field representing the resource function. The data requirements of the project and organizational resource capacity omit features filtered by department or RBS value - Basic structure of resources.
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