trackdaytimetitle projecttuesday12:30pm-1:45pm managing tasks and projects with sharepoint online...
TRANSCRIPT
Project lifecycle and workflow in Project OnlineOctober 2013Microsoft Corporation
Thanks for coming to Project session!
Track Day Time Title
Project Tuesday 12:30pm-1:45pm Managing tasks and projects with SharePoint Online and Project Pro for Office 365
Project Wednesday 9:00am-10:15am Managing projects with Project Online
Project Wednesday 10:30am-11:45am Managing and optimizing portfolios with Project Online
Project Wednesday 12:45pm-2:00pm Project Online: Demand Management deep dive
Project Wednesday 2:15pm-3:30pm Business Intelligence for Microsoft Project deep dive
Project Wednesday 3:45pm-5:00pm Microsoft Project Extensibility and Office Store Opportunity
Project
IntroductionWhat’s newDesigning and building custom project lifecycle
Agenda
Project
Typical project lifecycle
PlanSelectCreate Manage
Demand Mgmt
Portfolio Mgmt
Work PlanningResource Mgmt
Collaboration & ReportingTime Mgmt
Project
Introduction to Demand Management Guiding process for Project lifecycle – from initiation, selection to planning and managing Typically follows the customer business process or methodology requirements
Consists of Phases, Stages, Project Detail Pages (SharePoint page with Web Parts), Specific Custom Fields and Workflow
(NEW) Project Online and Project Server 2013 now supports declarative workflows and using Microsoft Visio 2013 and SharePoint Designer 2013
(NEW) Projects can origin from SharePoint items (a.k.a. Ideation)
Project
Project lifecycle and workflow in Project Online
demo
Workflow architecture and tools
Project
Workflows in Project Project Online and Project Server 2013 Workflow Supports Declarative workflow (no coding is necessary to build the
workflow)
Builds on SharePoint Workflow infrastructure Introducing “Stages” Adds support for loops
Loop # times / with condition / with expression Declarative workflows can call REST/SOAP services
Workflows run in Workflow Manager Improved stability and scalability - no longer run in SharePoint Web
Front End / App service
10Projec
t
Authoring tools for Project WorkflowWorkflow
Authoring ToolType of Workflow
Project Online Project Server 2013
Visio 2013 Declarative Published via SharePoint Designer 2013
Published via SharePoint Designer 2013
SharePoint Designer 2013
Declarative Directly published Directly published
Visual Studio Declarative Supported, usually packaged as an App
Supported, usually packaged as an App
Visual Studio Compiled/Binary/Fully trusted (version 2010 style workflow)
Cannot deploy fully-trusted solution to Office 365/Project Online
Supported
Project
Workflow Tooling Compared
SharePoint Designer
Visual Studio
Visio Integration + X
Debugging X +Include in SP App
X +
Custom Actions Consume only Consume and create
MICROSOFT CONFIDENTIAL
High-Level Workflow Infrastructure
Workflow Manager Project Online / Project Server
2013
Visual Studio
SharePoint Designer
Project Web UI for Workflows
Workflow Packaging
Workflow OM
Project Objects
Workflow Definitions &
Activities
Workflow EngineREST Calls
Events
Azure ACS
OAuth2
Visio 2013
Project
Project Server 2013 Architecture
Work
flow
Manager
How to build your workflows
Project
General Approach Determine the requirements Design the workflow
Organize it into phases and stages, and determine the custom fields that the workflow will use.
In Project Web App, create the entities that the workflow requires: Review the existing workflow phases; create phases as necessary.
Create the enterprise custom fields that the workflow will use
Edit or create the project detail pages (PDPs) that your workflow stages will use to collect information for the project
Create the necessary workflow stages; associate them with the correct phase
Project
Designing the Workflow With Microsoft tools
Determine the requirements; plan/design the workflow Create objects in Project Server 2013 (Custom Fields, Phases,
Stages, PDPs) (Optional) Design the Workflow in Visio 2013 Validate and Publish the Workflow in SharePoint Designer 2013 Associate the EPT with the workflow
Partner solutions Nintex Workflow for Project Server (www.nintex.com)
Project
Demand Management Workflow with Visio 2013 and SharePoint Designer 2013
demo
Project
Custom Actions and Visual Studio How to: Build and deploy workflow custom actions http://msdn.microsoft.com/en-us/library/jj163911(v=office.15)
Sample : SharePoint 2013 workflow: Create a custom action (http://code.msdn.microsoft.com/SharePoint-2013-workflow-41e5c0f9).
20Projec
t
Workflow related-resources Getting started developing Project Server 2013 workflows http://msdn.microsoft.com/en-us/library/office/ee767694.aspx
How to: Create a Project Server workflow for Demand Management http://msdn.microsoft.com/en-us/library/office/jj163494
Hitchhiker's Guide to Demand Management in Project Server 2013 (white paper) http://msdn.microsoft.com/en-us/library/ff973112.aspx
Project
Next Steps Key Resources
Product http://www.microsoft.com/project Blog http://blogs.office.com/b/project TechNet http://technet.microsoft.com/projectserver MSDN http://msdn.microsoft.com/project Forums
http://social.technet.microsoft.com/Forums/en-US/category/project
21
Project
Project Training for IT pros and developers• Covers end-user, IT pro
and developer aspects in 13 modules
• Fully recorded, slides available for download
• Available from in beginning of April on Microsoft TechNet
Project
IntroductionWhat’s newDesigning and building custom project lifecycle
Summary
Questions?
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.