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1. Project Server 2010 Demand management using workflow

2. Hans Hoet Competence Center Leader EPM Microsoft Project MVP 2+ years @ Ordina 7 years experience Microsoft EPM Hans.Hoet@ordina.be 0478/80.71.21

3. Agenda Introduction to demandmanagement Typical approach Demand management in Project Server 2010 Introduction to Project Server Workflow Workflow Elements in Project Server 2010 Workflow Concepts Workflow Services and Activities Building the Workflow Design the Workflow Create the Workflow in Project Server and Visual Studio Ordina offering Q&A 3

4. Introduction to Demand Management Capture all requests Workflow Review and Select 4

5. Typical Approach Create Request Email request Review request Approve / Reject Build projectschedule Reporting 5

6. DemandManagement in Project Server 2010 Project Request approval process 6 DEMO

7. Introduction to Project Server Workflow 7

8. Workflow Elements in Project Server Enterprise Project Types Linked to Workflow Workflow Phases Workflow Stages Project Detail Pages Custom Field properties Project Detail Pages Web Parts Custom Fields Read Only Required 8

9. Workflow Concepts Project Server Workflows are SharePoint Site Workflows New in SharePoint 2010 Workflow Activities Defines an action to be performed by the workflow Many built-in activities available (both SharePoint and Project Server) Workflow Services Expose methods to Activities Activities access the APIs through the Workflow Services 9

10. Workflow Services 10 Custom Workflow Service Project Server API PSI Custom Activity Project Workflow Service Project Server Activity SetProjectStage, … SharePoint Workflow Service SharePoint API SharePoint Activity SendEmail, …

11. Project Server Workflow Activities 11

12. Requirements to create Workflows Visual Studio 2010 (.NET Framework 3.5) SharePoint Designer is NOT supported Visual Studio must be installed on the Project Server machine Only for developing the Workflow Not in production environment Administrative rights on Server machine SharePoint farm 12

13. Building The Workflow 13

14. Design the Workflow 14 Project Request Create Yes No Meets Criteria Select Approved No Cancelled Lead Approval Yes Execution Execution

15. Create the Workflow Creating Workflow elements in Project Server Creating the Workflow in Visual Studio 15 DEMO

16. Ordina Offering Build custom Workflows for Project Server and SharePoint Ordina Guide Concept Pre-populate Project Sites with document templates 16 Template Library Site Collection Project Site Ordina Guide

17. Wrap-up Project Server Workflows are SharePoint Site Workflows Project Server Workflow elements Enterprise Project Type, Stages, Project Detail Pages, Custom Fields Create the Workflow in Visual Studio 2010 OOB Workflow Services & Activities Custom Workflow Service & Activities Extend Project Workflows with custom solutions Ordina Guide, … 17

18. Q&A and Contact information Questions? Contact Information Hans Hoet Hans.Hoet@ordina.be 0478/80.71.21 www.ordina.be 18 ?

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