Monday, June 18, 2007

Timesheet Particulars in MSPS 2007

Overview:

There are two aspects of tracking Team Member time in Project Server 2007. The My Timesheet page in PWA is used for time tracking for work, non-project work, and non-working time.

Time entered on the My Timesheet page is submitted for approval to the designated Timesheet Manager, which is by default the team member themeselves unless the Project Server administrator designates another person to be the Timesheet manager.

The My Tasks page is used for tracking project progress only. Progress entered in the My Tasks page is submitted for approval to the project manager. If a team member saves and submits time on the My Timesheet page, they need to import the actuals to the My Tasks page for submission to the PM.

Process:

The Process is as follows:

PM publishes Project
TM Creates new Timesheet
In "My Timesheets" - Team member complete timesheet (assignments and non-working time categories) with actual hrs per week
In "My Timesheets" - Team member submits timesheet for non-working time categories to be approved by resource manager or self-approved (see Overview)
TM clicks the My Tasks link in the Quick Launch menu.
On the My Tasks page, TM clicks the Import Timesheet button.
On the Import Timesheet page, TM clicks the Timesheet pick list and selects the Timesheet in which he/she entered hours
TM clicks the Import button.
On the My Tasks page, select the checkbox to the left of each task in which the system imported progress from the Timesheet (each updated task shows a red exclamation point to the right of the task name).
Click the Submit Selected button.
PM clicks the Task Updates link in the Approvals section of the Quick Launch menu and has option of Approving or rejecting time submitted by TM’s

Next Steps:

PM’s determine Timesheet classifications
PM Administrator modifies settings and adds classifications
PM Needs to re-publish all projects in order to see settings.

Configuring Data Analysis in MSPS 2007

I will be completing the configuration settings for Data Analysis this week.

Saturday, June 09, 2007

Installing MSPS 2007 and MOSS

The steps for installing MSPS 2007 and MOSS are very specific. The most desired state for production is that you are using at least three dedicated servers. One running SQL Server 2005 SP1. One running MOSS and the third running MS Project Server 2007. You can follow the deployment guides provided by Microsoft, but the key is when and how you install certain software on each machine.

Follow these steps:

1. Make sure you have created the appropriate accounts for both installations and in order to run certain services.
2. Make sure all machines are patched and running minimal software as instructed by the deployment guides.
3. Make sure IIS is configured on both the MOSS box and MSPS 2007 box.
4. Install MOSS bits on MOSS box using "Complete" installation.
5. Dont run the SharePoint Config Wizard
6. Install MOSS bits on MSPS box using "Complete" installation.
7. Dont run the SharePoint Config Wizard.
8. Run the Config Wizard on MOSS box
9. Create a New Farm
10. Quiesce the Farm
11. Install MSPS bits on MOSS machine using "Complete" installation
12. Dont run the Config Wizard
13. Install MSPS bits on MSPS box using "Complete" installation
14. Run the Config Wizard.
15. Connect to Existing Farm that was created earlier during the MOSS installation.
16. The MOSS box will now recognize the MSPS box running Project Server.