I want this report, right now!

Yes, most probably you had faced this situation while showing to your boss one of the great view that comes with Microsoft Project Professional 2007 or the views that you have customized.  If you did a great job in showing or customizing such a view then you will expect your boss to ask you to print it as report and send it to him/her, right now!

So the idea that I will illustrate in this post is summarized as the following

• Customize your own table with the specific fields that your boss is looking for
• Customize your own report to show this view/table as report
• Make this report available for all projects

Step 1 : Customize your table

1. Click on View => Table:  => and select More Tables
   
   
2. In the dialog below click on New
   
   
   
3. Enter the table information as per the image below
   
    
4. Click Ok to save your table, remember the table name “Track Summary Report”
5. Click Apply to see your table

 

Step 2: Create Your Own Report

1. On the menu bar, click on Report => Reports then click on Custom 
   
   
2. The dialog will list all the available reports, we will not use any of them, we will create our own, right? So click on New
   
   
   
3. Select Task, remember that we will design a report that will show the Tasks’ Tracking Information
   
   
   
4. Fill in the information for your report as per the dialog photo below
   
   
   
5. Click Ok after finish and click in Page Setup, usually you need to select the Landscape layout to be able to print as much information as you can in a single page. Don’t forget to set the paper size to A4
   
   
6. Click in Header and Footer tap and feel free to edit the look and feel of your report header and footer
   
   
   
7. Click OK, then “Preview” to preview your report
   
   
8. You are done, click Ok several time to go back to MS Project Pro 2007 main menu

Step Three: Make this report available to all projects

1. On the main menu Click on Tools => Organizer
   
   
2. Select Report tab, select the “Tracking Summary Report” and then click << Copy to copy it to the Global template. So it will be available for the other projects
   
    
3. Done

Best Regards

Bilal Okour

MS Project 2007 Top Shortcuts

 

Hi,

Here are some basic shortcuts for MS Project 2007 that can speed up your daily experience with MS Project 2007

Action	Keyboard Shortcut
Indent a task	ALT + SHIFT + RIGHT ARROW
Outdent a task	ALT + SHIFT + LEFT ARROW
Link tasks	CTRL + F2
Unlink tasks	CTRL + SHIFT + F2
Scroll to Task on Gantt Chart	CTRL + SHIFT + F5
Scroll the timescale left	ALT + LEFT ARROW
Scroll the timescale right	ALT + RIGHT ARROW
Insert Row	Insert

The complete list of the shortcuts can be found here

http://office.microsoft.com/en-us/project/HP101550121033.aspx

Best Regards

Bilal Okour

MS SharePoint Designer 2007 For Free!

 

Microsoft announced recently that  MS SharePoint Designer 2007 is available for FREE. As per the official web site of Microsoft (http://office.microsoft.com/en-us/sharepointdesigner/FX100487631033.aspx )

 

For EPM 2007 customers and administrators they can change the look and feel of the projects workspaces to reflect their organization image layout.

Best Regards

Bilal Okour

Info Edu Day, It was really GREAT

 

I think that the third show of the InfoCenter yearly event have been done this year with a lot success indicators.

1. It introduce wide range of sessions with different topics (51 sessions as I remember)
2. New speakers shown up
3. New attractive topics. There was one about Leadership and another one was about Internet Marketing
4. Catering Service was good in general :)

Audience low size was the only bad side of this event and I believe it was because people in Kuwait love to do anything in Non-working day, yes any thing except attending events! Next time I would like to suggest the organizer to consider working days for such big event.

Any way, as an overall evaluation, it was a BIG success. See you next year inshalla and don’t forget to register in my session at that time :)

Best Regards

Bilal Okour

Where are going tonight??

 

Microsoft Dev Nights, Kuwait, 1st of April

Best Regards 
Bilal Okour

I Can't see PERT Analysis in the Toolbar??

 

This is what happened with me while demonstrating MS Project 2007 features, OOPS!. I went home back and start googling for some good time. I found the solution and it was really interesting for me to share it with. 

 

Please go through the following link and follow the steps

http://office.microsoft.com/en-us/project/HA101636871033.aspx

Watch This! And Keep Watching!

 

Hi, I found this list of a very fantastic videos with each of 3-5 minutes duration. I am sure that you will start watching one and continue till you watch all.

Now I will leave you with this collection

http://office.microsoft.com/en-us/project/CH100740881033.aspx

Best Regards

Bilal Okour

I will be speaking in Info-Edu Day March 28, 2009

 

Dear All,

I would like to take this opportunity to invite you and your teams to register and attend the FREE deep  dive workshops that took place on a yearly basis at InfoCenter.

 

Also feel free to register in my session “ Microsoft Enterprise Project Management (MS EPM)”  using the below link

 

http://www.infocenter.com.kw/InfoEDUDAY2009/infoEducation%20Day/ProjectManagement.htm

For more details please read below ..

50 FREE Deep Dive Workshops @

Info Edu Day 2009

Saturday March 28, 2009

Kuwait City, Duwalia Building, 5^th Floor

Infocenter Institute

Seats Are Limited, Register Now!

 

Best Regards

Bilal Okour

Nice Post I read

 

A nice article that list a lot of links for useful Support & Reference links

http://projectserver201.blogspot.com/2007/08/microsoft-epm-enterprise-project.html

Best Regards

Bilal Okour

Watch these 8 videos to start using MS Project 2007

 

A series of 8 video (shot ones) that covers the project management life cycle using MS Project.

it covers the basics of Project Management and will illustrate the Project 2007 interface. It also explain how to start new project, how to define tasks, how to assign resources to tasks, how to estimate the cost and how to report the project progress

here is the link

http://office.microsoft.com/en-us/project/HA102820011033.aspx

Best Regards

Bilal Okour

25 Microsoft Project Tips and Tricks

 

A good tips collection from CriticalTools 

http://www.criticaltools.com/Tips.htm

Best Regards

Bilal Okour

10 Signs You Don't Really Know Microsoft Project

 

This is one of the best articles that I ever read, it is highlighting the most BIG MISTAKES that might result in bad outcome of using MS Project

http://www.pmconnection.com/modules.php?name=News&file=article&sid=32

Best Regards

Bilal Okour

Microsoft's Theory of I.T.Evolution Event

 

At IT Evolution 08, get a front row seat as we unveil technologies like Hyper-V, App-V and Virtual Machine Manager that will help you ride the hottest trend in IT today -Virtualization.
Come and attend this big show as per your country schedule below

Timephased view, It is not there anymore

 

I have installed the latest infrastructure update for both SharePoint WSS 30.0 and Project Server 2007. I was really impressed with the GREAT enhancement that has been done through.

The most feature I liked was the Timephased view. But I faced one problem where suddenly this view was not showing and i was back to the normal view before applying the infrastructure.

Needless to mention what I did to fix this out but finally I figured it out.  So the reason behind not showing the Timephased view (Calendar view) was because I have modified the My Assignment view and have removed the "Progress [Assignment]" field in the related view.!

 

This field should be there to get the Timephased view showing correctly, for me I was trying to make this screen simple for my customer and % Work Complete was the main field. That is why I removed the rest.

As a conclusion, don't change the default selected fields for this view in order to get the My Tasks page shows the views as expected.

 

Best Regards

Bilal Okour

Articles that I read and would like you to read

 

A cool article that brings you back to basics, but still it is very important to understand

Subject: Back to Basics: Understanding task dependencies

Best Regards

Bilal Okour

EPM Quick Reference Guide for Project Managers & Team Members

 

Microsoft published new Quick reference guide for Project Managers and another one for Team members. These are really great where I have been asked by a lot from my customer to provide with such a quick references

 

Here are the links

For Project Managers: http://office.microsoft.com/en-us/templates/TC102865051033.aspx

For Team Members: http://office.microsoft.com/en-us/templates/TC102880551033.aspx?pid=CT101441451033

now they are free and in Word format

 

Best Regards

4 in 1

Did you get the chance to explore the Project server Database, if yes then I am sure that you wonder why there are 4 databases created for each instance of the PWA. I will not answer why but I will till you in brief what is the purpose of each

 

1. The Draft database contains tables for saving unpublished projects from Project Professional and other applications. Project Web Access does not show project data in the Draft database.
2. The Published database contains all of the published projects as well as enterprise resources, the enterprise global template, and other project templates. Published projects are visible in Project Web Access. The Published database also contains tables that are specific to Project Web Access (timesheets, models, views, and so on), and global data tables (outline codes, security, and metadata).
3. The Archive database saves backup and older versions of projects and other data.
4. The Reporting database is the staging area for generating reports and OLAP cubes. Data in the Reporting database is comprehensive and is updated nearly in real time. The Reporting tables are optimized for read-only report generation.

For more details please read this article

http://msdn.microsoft.com/en-us/library/ms513875.aspx

Best Regards

Bilal Okour

Announcing the Infrastructure Update for Office Servers

Microsoft announced the latest Infra Structure update and it contains a fixes to the claimed bugs.

For more details please visit MSDN Official blog for Project 2007

To download this infrastructure you can follow this link . Install Infrastructure update for Project Professional

Best Regards

Bilal Okour

Forms Authentication it is amazing but?!!

I have some implementations of the EPM where I used the Forms authentication to authenticate the EPM users. I have wrote my notes and would like to share it with you regarding this

Why to go for Forms Authentication

1. Some of the EPM users are not part of the organization domain
2. There is no Active Directory
3. The user can not access the organization domain

Why NOT to go for that?

Well, do you want me to speak technically or from implementation prospective?

I guess you said both?

• Technically
  1. leakage of information for MS Sharepoint Forms Authentication as it is not embedded by default
  2. Poor user control functionality.
  3. No out of the box tool for editing users online
• Implementation
  1. Poor approach to design the security Rules for passwords
  2. Most of the customer forgot their Forms Passwords but they don't do the same with AD passwords
  3. Accordingly getting the users accounts locked, this is not the issue, the issue is the poor approach to get them back.
  4. Integration with Outlook is another bad thing, once you open the outlook and entered your AD password you will get asked to enter your forms credential. Most of my users consider it as a double job that they don't like

Best Regards

Bilal Okour

MS Project Server 2007 :: Backup/Restore your server now!

Another good article about Backup/Restore your EPM Server

http://blogs.msdn.com/project/archive/2006/12/08/backup-and-restore-project-server-2007.aspx

Best Regards

Bilal Okour

The Outlook Add-in for Project Server 2007 no longer loads when you uninstall and then reinstall the add-in

This link is interesting

http://support.microsoft.com/default.aspx?scid=kb;en-us;951648&sd=rss&spid=11388

 

Best Regards

Bilal Okour

Microsoft Innovation Center (Kuwait) :: Enterprise Project Management Deep Dive Workshop

Yes, MS EPM is now hitting hard in Kuwait and a lot wanted to start utilizing the power of it. As a series of increasing the awareness and importance of this solution I have conducted a lot of sessions in different large events in Kuwait

The MS EPM flight is landing in MIC (Microsoft Innovation Center, Kuwait) now and the seats are so limited :)

You can download the invitation letter from my blog (please follow this link to download), fill it and email it back to the email address mentioned in the invitation document itself.

The Workshop title will be :: Your Road Map to Project Management using MS EPM Solution and the workshop will cover the following topics (spanned into 5 days, 3 hours a day, 6-9 PM)

Day 1

Getting Started with Office Project Server 2007

Initiating Projects

Planning Projects—Context and Framework

Day 2

Planning Projects—Scope and Schedule Management

Planning Projects—Staffing Management Plan

Planning Projects—Resource Assignments

Day 3

Planning Projects—Cost, Risk and Other Management Plans

Executing Projects—Processes, Resources, and Deliverables

Executing Projects—Manage Timesheets and Personal Settings

Day 4

Monitoring and Controlling Projects—Context and Framework

Monitoring and Controlling Projects—Tracking Task and Project Progress

Day 5

Monitoring and Controlling Projects—Measuring Performance and Reporting Progress

Closing Projects

Complete Life Cycle case

 

For more information you can

Call me at +965 7205246

Email me: bilal@arabilla.net

Or post a comment here

Best Regards

Bilal Okour

MS Project Server 2007 Best Practice :: Forms vs Windows Authentication

I guess so many people are happy with the windows authentication features that comes with MS Project Server and found it very easy to setup and to use. But did they know that there is another way of authenticating users, i am sure that they knew but they never think when and how to use it

First let me focus on facts about each and when each one is recommended to be used?

Windows Authentication

• It is authenticate users against the AD that the Project Server is joint to. So, it can use only one AD. So if all of your users are belongs to one domain then this will be your right choice.
• Roles and groups (or any AD classification) are not used in EPM, remember that the title is all about Authentication, not authorization. Authorization is run through the security model embedded with the Project server itself.
• Project Server users list and the AD users list is not an linked. You need to schedule synch job from within Project Server itself from time to time, this means if user has became inactive then this will not be reflected into the Project Server. (needless to say that if the user became inactive or blocked in AD then he/she will not get authenticated to AD but he can be still used as a resource in Project Server)

Forms Authentication

• Conceptually, it is very similar to the AD authentication, except that Membership Provider will be used instead of AD
• More flexible to contain users regardless of the AD they belongs and even if they don't belong to any AD
• Difficult (or not straight forward to setup) to setup and maintain the users credentials.
• No synch tool is available out of the box except for the "PjFormsAuthUpgrade" tool that comes with Project server

 

I will be posting more articles about Forms authentication, be tuned

Best Regards

Bilal Okour

MS Project Server 2007 Best Practice :: submit, approve, apply and publish

The confusion of how to use the EPM in the right way is common everywhere. The main two player in this environment (Project Managers & Team Members) find sometimes difficult to understand why the EPM is not reflecting the progress information for any published project. To understand this you can take it simply like this

1. PM :: Publish the project to PWA (Using Project Pro)
2. Team Resource :: Submit the progress update to his PM (using PWA)
3. PM :: Approve the updates received by his resources (using Project Pro) 
4. PM :: Apply the approved updates to be reflected into the plan  (Using Project Pro)
5. PM :: Adjust (if required) and then Publish the project plan again to PWA (using Project Pro)

The picture below can tell this in a better way

Best Regards

Bilal Okour

Microsoft Technology Day, Don't miss it next year

  Yes, I mean it, 45 sessions that touched the latest related to Microsoft were shown at the biggest event in  Kuwait. I hope you did attend your favorites topics and get the maximum benefits.

Now back to my sessions, the two rooms allocated for my sessions were full. I was expecting that due to the extensive registrations on my sessions during the registration time. At a moment I said, thanks God, I did good preparation for such an audience. It would have been a big loss if I did not do so.

 

The first session were about administrative part of EPM, the 2nd and 3rd were about the best practice  for Project Managers and the other main players in EPM environment.

Last one, it was supposed to be about Monitoring and Controlling, but I was able to cover part of it only, the rest inshalla will be conducted in the future in a separate session

I have announced www.pmroad.com as the first community for Project Managers in Kuwait. also I announced the start publishing of a series about the best practice in EPM on my blog

 

So, my recommendation for you "From now and over, don's miss any event related to the main communities in kuwait (dotNetboom, ProRangers and msexperts) and expect it to be always BIG by default"

Best Regards

Bilal Okour

I am leaving the building

Only today I have took the sharp decision to move to new company, big, challenged and in a role of MIS Manager.

   In my new position I will be responsible for designing and implementing Management Information systems based on Microsoft Technologies. I am still new to the new company so I can not till more about it except that I am very optimistic for this movement I made.

For my x-company, I had to admit that I got impressed of the company style and reputation. I met hundreds of professional people there and made good connections. So I would like to say that I feel proud that I worked in Agility.

Note: Needless to mention that the photo in this post is NEITHER my new office NOR my old one, it is just a one I took from the web. enjoy !

Best Regards

Bilal Okour, Kuwait, 4th March 2008

MS Project 2007 ::What are the available reports

 

Task Usage category
Name	Type	Description
Cash Flow Report	Excel	Use this report to view a bar graph with cost and cumulative cost amounts illustrated over time.
Earned Value Over Time Report	Excel	Use this report to view a chart that plots AC (actual cost of work performed), planned value (budgeted cost of work scheduled), and earned value (budgeted cost of work performed) over time.

 

Resource Usage category
Name	Type	Description
Cash Flow Report	Visio	Use this report to view a diagram that shows planned and actual costs for your project over time. Costs are broken down by resource type (work, material, and cost). An indicator shows if planned costs exceed baseline costs.
Resource Availability Report	Visio	Use this report to view a diagram that shows the work and remaining availability for your project's resources, broken down by resource type (work, material, and cost). A red flag is displayed next to each resource that is over allocated.
Resource Cost Summary Report	Excel	Use this report to view a pie chart that illustrates the division of resource cost between the three resource types: cost, material, and work.
Resource Work Availability Report	Excel	Use this report to view a bar graph with total capacity, work, and remaining availability for work resources illustrated over time.
Resource Work Summary Report	Excel	Use this report to view a bar graph with total resource capacity, work, remaining availability, and actual work illustrated in work units.

 

Assignment Usage category
Name	Type	Description
Baseline Cost Report	Excel	Use this report to view a bar graph with baseline cost, planned cost, and actual cost for your project illustrated across tasks.
Baseline Report	Visio	Use this report to view a diagram of your project broken down by quarter, then by task. This report compares planned work and cost to baseline work and cost. Indicators are used to show when planned work exceeds baseline work, and when planned cost exceeds baseline cost.
Baseline Work Report	Excel	Use this report to view a bar graph with baseline work, planned work, and actual work for your project illustrated across tasks.
Budget Cost Report	Excel	Use this report to view a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time.
Budget Work Report	Excel	Use this report to view a bar graph with budget work, baseline work, planned work, and actual work illustrated over time.

 

 

Task, Resource, and Assignment Summary categories
Category	Name	Type	Description
Task Summary	Critical Tasks Status Report	Visio	Use this report to view a diagram showing the work and remaining work for both critical and non-critical tasks. The data bar indicates the percent of work complete.
Task Summary	Task Status Report	Visio	Use this report to view a diagram of the work and percent of work complete for tasks in your project, with symbols indicating when baseline work exceeds work, when baseline work equals work, and when work exceeds baseline work. The data bar indicates the percent of work complete.
Resource Summary	Resource Remaining Work Report	Excel	Use this report to view a bar graph with remaining work and actual work for each work resource, illustrated in work units.
Assignment Summary	Resource Status Report	Visio	Use this report to view a diagram of the work and cost values for each of your project's resources. The percent of work complete is indicated by the shading in each of the boxes on the diagram. The shading gets darker as the resource nears completion of the assigned work.