Getting Started

Publishing Tasks – using Microsoft Project Server 2010

2011-02-02T23:54:00.001-08:00

1. In project server after creating new project select build team.

2. Select resourcing which will work on this project, if you need to ensure that there is no impact on ‘availability-view’ of a resource select booking type as ‘proposed’.

3. Setting a resource to Proposed in a project is that the resource does not see the tasks on his/her timesheet in PWA.

4. Save & Close

5. Open up project schedule, select PMO Schedule page and create tasks duration – a typical tasks for project plan.

6. Assign resources from the drop down.

7. Save & Publish project plan.

8. In Resource Center, select the two view “resource assignments” & “Resource availability”

9. You can see the ‘proposed’ tasks assignments for those resources.

10. However, a resource view empty tasks assignments, under My Work->Tasks

11. The availability Graph does not show resource as busy.

12. Change the type of booking to “committed”.

13. Republish the project

14. Now resources will start receiving Tasks updates as shown in figure below.

15. A User can update tasks assignments under My Work-> Tasks

16. You can also reassign the task if required.

17. Select the resource by clicking ‘Select Resource’ and submit.

18. Before the task can be reassigned it requires approval from the task owner.

19. In approval center, task owner can view the task details as shown in image below.

20. Open task, update it e.g. Percentage complete, recalculate and save.

21. Ensure you click send to send to PM/Task Owner for approval.

22. Tasks owner will receive request for status update

23. Ensure that project is checked in. Approve all the status.

24. To publish Status Updates to project, so that the tasks updates are reflected in %completion of project plan.

25. Select, History – Status Updates.

26. Select appropriate date Range.

27. Select the tasks, whose changes you want to publish to project plan. Click Publish.

28. Alternatively, Project Manager opens and republish to publish changes due to status updates.

29. Open Project in project center, scroll to project Schedule

30. Edit and then publish the project plan. These steps require project to be checked in.

31. Changes are visible in project Center.

Social Networks … A Misery!

2009-09-28T02:00:00.001-07:00

I am addicted to technology; I am here running windows 7 RC 1, with beta version of antivirus software on my official laptop! Big fan of xBox 360, play like a teenager (which of course I am…), I can tell you that next move on LCD is 3D TVs.

But for some reason I cant absorb concept of social network be it facebook or orkut. Why will I be interested in someone on my list “is ready to take a nap”. People are addicted to it, not only that they prefer to ‘talk’ to a friend over these websites. I know this for a fact as my list shares ‘phone-numbers’ on their friend’s wall, which is actually their way of staying in touch!

I am a firm believer in internet, I will look up practically everything or anything on internet be it home theater details, or when hacking Hard drive for my xBox, my wife have also looked up Mendhi (henna) designs for up coming wedding. But I strongly believe we are going overboard with these social networks. Are we as a global society so deprived of actually meeting with other people that we need to have these crutches? What does the global psychologist has to say about this?

There ought to be a balance between your personal and official friends, and I try to keep this balance – though this is a very small world and everyone is linked with everyone else, but there are better ways to use that. Linkedin, for example, is an excellent tool – its meant for professionals and is good when its comes to sharing the required professional details.

[Update Nov 17th, 2009] Read this article, by King-SlaveOfAllah. Quoting him:

“It was one of those normal evenings when Parmeet Kaur (name changed), a software engineer in Chennai, logged on to Orkut to unwind from work and catch up with friends.But one and a half minutes later, the evening turned shocking and miserable for her.

What she saw was a cheeky scrap and forward to a profile that had her semi-nude photo in another girl’s profile, tagged as her sister who flagged joint hints of intimate advances and indecent invites. Parmeet’s photo had been brazenly and easily tampered with.

After many weeks of tension and repeated requests to Orkut, the ID was removed. She vowed never to be vulnerable again.

Victims like Parmeet, are not one-off. They belong to the new breed of cautious Orkuters,Facebook users who either have said goodbye to networking or have got extremely careful with their communities and photographs.”

Estimating Project Size - An Approach

2009-02-07T20:59:00.001-08:00

Attached excel sheet contains simple list that can be used to calculate or estimate project size as per requirements. The system is totally automated and evaluate projects based on simple inputs/drop down. The idea is to view triple-constraint of project management in a three dimensional triangle format. Changing one parameter has effect on another. E.g. changing time will change size, quality and cost of the project – hence it will result in change of size of project

You can try out difference combination to evaluate the size of projects. The terms, small, medium and large corresponds to the calculation based on different parameters.

I still need to calibrate this sheet and it will mature with time and your input.

Download Excel Sheet from here.

Wrong Approach!

2009-02-07T20:57:00.001-08:00

So every higher up loves to get reports and statistic from the developers, testers and technical writers. Being part of the management I like this idea, and we all need this information to optimize use of resources.

Interestingly, while we need these analyses to make job of our team easier – we unconsciously adding more burden to the resources. Asking them to fill spread-sheets or a document is not the right idea. A programmer is good at programming not at filling spreadsheet. A tester can build test cases and write down defect but you are killing him if you start using him to write down effort on sheet of paper – so your company can run its PMO.

Development, Testing and documentation [IMHO] is an art – and all skilled people are the artist. What we are doing is killing their creativity. I have seen lot of good team leads and developers grouching over filling documents but can’t do anything about it.

Being realistic we need this stuff – if a company is running PMO, CMMi or ISO. and other type of the certification is out there we need this information – and believe me it very valuable information.

So What's Wrong?

Having said all this – we need to correct our approach to get the information out of our asset – our human resources. Automate - bring technologies already out there to start talking to each other. No human effort should be required - hence the term "zero man-hour". It’s a IT world there are tons of software available to do part of job, but there are some issues:

End-to-end portfolio management solutions are available but they are expensive. Most companies either cannot afford or don’t want to invest in these tools.
These tools does not account for current company's investment, and add another learning curve for people.
Most of affordable tools, don’t talk to each other. And thus there is no centralized repository.
PMI practices requires lot of information flow – more documents to produce. More work for everyone.
None of the software gives you a good picture when it comes to analyses.
Portfolio management software are adding more work to the teams rather than helping them to reduce 'documentation' overhead.

What is right?

What ever we do, we need this information - yet for reasons mentioned above its not good idea to jump to effort of getting your people overworked. Here is what I believe is right approach, please note that I am restricting to certain tools from Microsoft and Mercury. In addition to this please see links on this page to see how you can integrate these tools.

Find out what makes developers/testers take pride in their work. e.g. use of a version control software such as VSS is a better choice than a simple file sharing.
Share information on single project-portal, sharing information on MS SharePoint Server is better than sharing it on email.
Statistic like actual-time-to-fix-defect should not come from developer - we should [try to] get it from check-in and check-out time of a file from your version control software.
In this case all you need to do is encourage developer and testers to check-in/check-out file as soon as they done with work.
Make use of existing technologies, not technologies that operation uses, but the technologies that your project teams are most familiar with. Think VSS, TestDirector, SharePoint etc.
Its easy with the technology currently out there specially from Microsoft - but ask yourself is your company ready to invest?

My Effort

As of Dec, 06. I am trying to get all the process of PMI mapped using tools mentioned below, with objective of "zero man-hour", while getting all the statistic data needed for analysis. I am learning too while building this knowledgebase, I will appreciate any feedback.

Microsoft VSS
Microsoft Visio
Microsoft SharePoint server
Any email client
Test Director
Microsoft Project

This list might change overtime as I dig deeper down to the PMI implementation. Please keep on visiting with valuable feedback.

Installing Crystal Xcelsius Designer 4.5 on SharePoint 2007:

2009-02-07T08:15:00.001-08:00

I had problems installing xCelsius on SharePoint 2007 server; however the support guys were pretty good and helped me with the installation. Posted below for you to use it.

Download xwp.zip

Please note that, current Xcelsius Web Part installer Setup.exe does not work with SharePoint 2007 (Windows SharePoint Services 3.0).

Workaround to install Web Part in SharePoint 2007 without running installer:

The easiest way to install a web part in SharePoint is to add the web part assemblies to Global Assembly Cache.

Please follow these steps:

1. Download and unzip the attached Xwp.zip. Drag Xwp.dll and ICSharpCode.SharpZipLib.dll into C:\WINDOWS\assembly folder on the machine running SharePoint 2007.

2. Open web.config file located in the root of a Windows SharePoint Service 3.0 Web Application directory with Notepad. Normally, the physical location of the default WSS 3.0 Web Application root is C:\Inetpub\wwwroot\wss\VirtualDirectories\80. Click here for more information on how to Find the Web Application Root.

3. Insert the following <SafeControl> tag between <SafeControls> and </SafeControls>.

4. In SharePoint Portal Site Home pages, from Site Actions drop-down menu, go to Site Settings->Modify All Site Settings. Click Web Parts under Galleries to open Web Part Gallery Page. Click New to open New Web Parts page. Check CrystalXcelsius.SharePoint.WebParts.Container checkbox and click Populate Gallery. Once it is populated, you will be able to add Container web part to your web part page in SharePoint 2007.

I hope this helps.

Step by Step guide to create Reports for SharePoint lists using Microsoft Reporting Service

2009-01-28T10:41:00.001-08:00

One of the requirements at my job was to create report based on a custom SharePoint list. At first I had to struggle since most of the information relating to Reporting Server and Sharepoint is very scattered on the internet, and being in a Program Management role I am not a hardcore programmer. Below is my compilation on how I actually used standalone microsoft reporting server with SharePoint, i.e. without using the Reporting Server & SharePoint Integration mode, I hope this helps any one getting started with reporting based on a SharePoint List.

As first step you need to get following software installed and ready;

1. Microsoft SQL Server (I used 2005, SP3)

2. Microsoft SharePoint Services (I am using 3.0)

3. Microsoft Reporting Services, standalone mode.

4. Visual Studio or Business Intelligence Studio.

Step for Creating Data Source:

1. Launch Visual Studio.

2. Select New project, if this is your first time with this project I recommend using Report Server project Wizard as your first project.

Click Next.

3. In wizard window add data source name e.g. myfirstdatasource.

4. Select Type 'XML', this is for querying data

5. In connection String use this format: http://<site>/_vti_bin/lists.asmx replace string if you want to connect to a sub site e.g.

http://sps_Server/mysite/mysubsite/_vti_bin/lists.asmx

(you have option to select shared data source, in case you are using multiple reports and wants to share data source between them)

Click Next.

6. In next dialog, use query in following format:

<Query>
<SoapAction>http://schemas.microsoft.com/sharepoint/soap/GetListItems</SoapAction>
<Method Namespace="http://schemas.microsoft.com/sharepoint/soap/" Name="GetListItems">
<Parameters>
<Parameter Name="listName">
<DefaultValue>{77C1775D-1B84-4547-BDFA-E49AB2FA2574}</DefaultValue>
</Parameter>
<Parameter Name="viewName">
<DefaultValue>{5542DD96-BF96-49E1-8052-CGADDE77026F}</DefaultValue>
</Parameter>
</Parameters>
</Method>
<ElementPath IgnoreNamespaces="True">*</ElementPath>
</Query>

Line 2: Uses the webservices of site and query ‘a’ specific list.
Line 5-7: Pass list name as parameter, we will be using GUID.

Line 8-10: By Default, if you don’t specify viewName as defined in line 8-10, the server will query the default view. My requirement was to query a specific view, so I am defining a view’s GUID.

There is an excellent utility to get GUID of lists and views, called Stramit Caml Viewer 2007:

7. In Next steps choose how you want your reports to look.

8. In last dialog box, (shown below) select the reporting server you want to deploy to, if you are not familiar with reporting server there are two URLs that you will be working with, one will be similar to http://<Server>/ReportServer, you publish your reports from visual studios at this location. The second is similar to http://<server>/Reports, this is where you access your reports.

NOTE: These URLs are based on default installation of reporting server, it might be different for your installation, please contact your system administrator for correct URLs.

9. Click next, this screen will show you summary. Verify if all information is correct and click finish.

10. The system has created a default report for you. You can always customize this as per your requirement. I plan to write about this as soon as I have some more time to spare… :)

11. Once you are done with your changes you can always deploy by right clicking the project in solution explorer and selecting deploy.

Check out all your reports at the server/reports URL.

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