![Page 1: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/1.jpg)
Project
Presented by Scott Clausen and Jacques Goupil
![Page 2: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/2.jpg)
Why clients choose PPM Works
• Quality of Services are unmatched
• Trusted Experience
• Listening comes 1st
• Proven Methodology and Templates
• Competitive Pricing
Our Philosophy: We believe in honesty, integrity, and dedication – our passion for success drives our team. PPM Works core values start with family and health first to provide the most for our clients.
![Page 3: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/3.jpg)
PPM Works Expertise
![Page 4: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/4.jpg)
Deeper Dive, Details Beyond Previous Resources
Tips and from Lessons Learned in the Field
Fast Pace, Consolidate Presentation
Session Background
![Page 5: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/5.jpg)
• Hitchhiker's Guide to Demand Management in Project Server by Steven Hadenhttp://go.microsoft.com/fwlink/p/?LinkId=304220
• Designing Project lifecycles and workflows in Project Online and Project Server by Steven Haden:http://channel9.msdn.com/Events/Project/2014/PC321
• Workflow deep dive in Project Online and Project Server by Biatrice Ambrosa (bia):http://channel9.msdn.com/Events/Project/2014/PC327
• Project Online & Project Server Workflows(MPUG Members Only):http://www.mpug.com/education/project-online-project-server-2013-workflows
Great Resources on Workflows
![Page 6: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/6.jpg)
Simple Reasons
• Send Email 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
Why Workflow?
![Page 7: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/7.jpg)
Workflow Implementation is the Final Exam forProject Online / Project Server
![Page 8: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/8.jpg)
SharePoint Designer Workflows forProject Online / Project Server
![Page 9: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/9.jpg)
Challenge:How to Upgrade Workflows Developed for Project Server in Visual Studio
![Page 10: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/10.jpg)
Sequential Workflows for Project ServerWork on Project Server !!!
![Page 11: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/11.jpg)
FYISequential Workflows must start with aSet Project Stage Activity
![Page 12: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/12.jpg)
Challenge:Preventing disruption to users when implementing workflows
![Page 13: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/13.jpg)
Plan & Design Configure PWA Build WorkflowPublish and Test
Workflow
Tip #1Follow a Workflow Implementation Process,outside of Production
Quick Tip
![Page 14: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/14.jpg)
Tip #2Document the Workflow Design Before Building
Quick Tip
![Page 15: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/15.jpg)
Start with White-Boarding
![Page 16: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/16.jpg)
Next Translate Whiteboard Notes to a Design Document
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 17: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/17.jpg)
Challenge:Sending an Email Notice based on Project Information
![Page 18: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/18.jpg)
Using a SharePoint List for Email
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 19: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/19.jpg)
Tip #3Use a SharePoint List to Identify Email Addresses
Quick Tip
![Page 20: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/20.jpg)
Challenge:Determining where in the workflow to send email after a project is approved or rejected.
![Page 21: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/21.jpg)
Using Repeating Condition Sets for Email Notifications
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 22: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/22.jpg)
Tip #4Repeat Condition Sets for Email Notifications
Quick Tip
![Page 23: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/23.jpg)
Challenge:Using the Set Project Field Action
![Page 24: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/24.jpg)
Set Force Check-In on Stage
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 25: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/25.jpg)
Tip #5When Setting Fields Don’t Forget to force Check-In on the Stage
Quick Tip
![Page 26: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/26.jpg)
Challenge:Updating Stage Status for new and completed stages
![Page 27: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/27.jpg)
Setting Stage Status When Entering and Exiting Each Stage
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 28: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/28.jpg)
Tip #6Set Stage Status When Entering and Exiting Each Stage
Quick Tip
![Page 29: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/29.jpg)
Challenge:Including Portfolio Selection as a Workflow Condition
![Page 30: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/30.jpg)
Including Portfolio Selection as a Workflow Condition
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 31: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/31.jpg)
Tip #7Evaluate Optimizer / Planner Decision for 0 or 3
http://msdn.microsoft.com/en-us/library/office/microsoft.office.project.server.library.optimizer.committeddecisionresult_di_pj14mref(v=office.15).aspx
Quick Tip
![Page 32: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/32.jpg)
Challenge:Including On Hold and Canceled Stages
![Page 33: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/33.jpg)
Adding On Hold and Canceled Stages
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 34: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/34.jpg)
Tip #8Place On Hold and Canceled Stages at End of Workflow, Transition to End of Workflow
Quick Tip
![Page 35: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/35.jpg)
Challenge:When Workflow is restarted it’s not sipping to a particular Workflow Stage
![Page 36: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/36.jpg)
Include the Include this Stage Condition
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 37: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/37.jpg)
Tip #9Add the “Include this Stage” Condition to All Stagesfor Skip to Stage
Quick Tip
![Page 38: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/38.jpg)
Challenge:Prevent breaking an existing workflow
![Page 39: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/39.jpg)
Export to Visio
Demo: Instructor to perform demo
Participants to watch and understandAsk Questions
![Page 40: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/40.jpg)
Tip #10Export to Visio Frequently for Backup!
Quick Tip
![Page 41: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/41.jpg)
1. Follow a Workflow Implementation Process, outside of Production
2. Document the Workflow Design Before Building
3. Use a SharePoint List to Identify Email Addresses
4. Repeat Condition Sets for Email 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!
Review of TipsQuick Tip
![Page 42: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/42.jpg)
Email for a copy of the Microsoft Project Server Workflow Toolkit
Microsoft Project Workflow Toolkit
![Page 43: Project - PPM Works · 2018-12-05 · Why clients choose PPM Works • Quality of Services are unmatched • Trusted Experience • Listening comes 1st • Proven Methodology and](https://reader033.vdocuments.net/reader033/viewer/2022060420/5f1792b310cc187f0d0a5cfe/html5/thumbnails/43.jpg)
Call to Action
Calls to Action1. Start incorporating these techniques today2. Email for the Microsoft Project Workflow Toolkit
[email protected]. Check out our Blogs / webcasts4. Get LinkedIn with us 5. Let us know if you have any questionsLinkedIn: www.linkedin.com/company/ppm-works-inc-
Our Site: www.ppmworks.comBlog: http://ppmworks.com/blog/