Administering Your Enterprise Project Management Solution in Microsoft Project 2010

  • 5/15/2011
Contents
This chapter from Microsoft Project 2010 Inside Out covers setup and administrative procedures performed by the project server administrator after the server equipment and software are in place, including the operating system, database, and client applications.

  • Signing In and Out

  • Configuring Project Server Security

  • Administering the Enterprise Resource Pool

  • Establishing the Enterprise Portfolio

  • Setting Up Project Workflows

  • Standardizing Enterprise Project Elements

  • Setting Up Team Member Work Pages

  • Managing Pages, Views and Reports

Microsoft Project Server 2010 is a complex application to deploy and manage. We recommend having a trained IT professional who is dedicated to planning the deployment or upgrade of your installation of Project Server 2010 and in charge of ongoing operations. This project server administrator is the expert who can provide the proper assessment of your organization’s needs in terms of the number of projects and project types, security needs for Project Server and Microsoft SharePoint Server, and business intelligence and reporting. Your project server administrator can ensure that performance or configuration issues are kept to a minimum.

This chapter is designed especially for the project server administrator. Project server administration responsibilities include but are not limited to:

  • Planning for the Project Server deployment.

  • One-time configuration after Project Server installation.

  • Managing security by setting up users and permissions.

  • Establishing the enterprise resource pool and associated resource information.

  • Standardizing project elements included in the enterprise global template.

  • Customizing views and pages for the requirements of the enterprise or a particular project.

  • Customizing workflows for projects.

  • Customizing the time periods and time reporting.

  • Customizing reports.

Although this chapter is targeted to project server administrators, project managers and portfolio managers might find this chapter helpful for understanding available enterprise project management capabilities and configuration.

For an overview of enterprise project management concepts, see Chapter 22, “Understanding Enterprise Project Management.”

Project Server 2010 Installation Guidelines

This chapter covers setup and administrative procedures performed by the project server administrator after the server equipment and software are in place, including the operating system, database, and client applications. This chapter does not cover planning for Project Server installation.

You can find issues and guidelines regarding Project Server installation, including system software and hardware requirements, in Appendix A, “Installing Microsoft Project 2010.”

For details on Project Server architecture, deployment planning, performance, security, and upgrading to Project Server 2010, go to technet.microsoft.com/en-us/library/cc197605.aspx.

After you develop the deployment plan and install Project Server, you’ll need to configure business intelligence and reporting services such as Excel Services, PerformancePoint Services, and Secure Store Services. You also need to configure time-reporting periods and integration with other systems, such as a Microsoft Exchange server.

For a comprehensive description of post-installation configuration of Project Server, see the Microsoft TechNet article at technet.microsoft.com/en-us/library/gg263353.aspx.

Signing In and Out

To sign in to Microsoft Project Web App, follow these steps:

  1. Open your web browser. In the Address bar, enter the URL for the location of your project server.

  2. On the sign-in page, enter the user ID and password that were set up for you as the project server administrator.

    The Home page of Project Web App appears.

INSIDE OUT: Claims-based authentication

Claims-based authentication is a new authentication method available in Project Server 2010 through Microsoft SharePoint Server 2010 and Microsoft SharePoint Foundation 2010. Claims-based authentication uses federated authentication services like single sign-on or Active Directory authentication. In essence, a security token composed of several user attributes is assigned to a user for the purposes of authentication. This method of authentication is more flexible.

NOTE

If single sign-on (SSO) is enabled in your environment, the system does not prompt you for a user name and password. Once you enter the Project Web App URL in the address bar, you are automatically signed in.

To sign out from Project Web App, follow these steps:

  1. In the upper-right corner of the Project Web App window, click your user name.

  2. In the drop-down list that appears, click Sign Out.

Save to your account

This chapter is from the book