Enterprise Project Management, Microsoft Project Professional and Microsoft Project Server
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BY: Collin Quiring
A few years ago, I posted some information about PMI (Project Management Institute) membership and PMP (Project Management Professional) certifications and other data that they routinely share. (That post is here: http://dld.bz/dnY2z )
I was asked if I could update the data and so I did. The updated information is below. There is some new data now with the new certifications – PMI-RMP, PMI-SP, PMI-ACP. And, they discontinued publishing the number of new members per month in 2013. And, sadly, for myself, as an OPM3 certification holder, PMI doesn’t publish that number in a clear or obvious way.
As I stated in the previous post, it is always important to me to know if a certification and an organization’s membership are of value in the marketplace. And one way to know if it is of value is to see if it is increasing, stagnating or decreasing in numbers (which I take as a reference to importance to employers). It is interesting to me though that there are more PMP certification holders than there are PMI members. I am not sure what that means.
I do also understand that when a certification becomes so prevalent, it becomes irrelevant. A lot of organizations think that if they increase their certification numbers, they then get some sort of relevance or benefit in the marketplace. However, I have seen where a certification is so common that it no longer differentiates individuals as having a particular value or knowledge over another. I don’t know if the PMP is heading that way or not, it is just something to ponder.
This information comes from PMI directly and the caveat is that the month they published it and the month that is listed below for the data is normally one month late. That wasn’t purely consistent over the years (sometimes PMP data was a week or two old and CAPM was a month or two old). So, the months represented below are from the month that PMI published the data.
Here are the numbers that are represented in that chart.
Date PMPs Members Sep-06 206,774 215,367 Oct-06 212,704 219,322 Nov-06 216,200 222,734 Dec-06 221,144 225,432 Jan-07 212,622 230,825 Feb-07 217,519 232,756 Mar-07 223,877 236,871 Apr-07 228,277 238,565 May-07 233,330 241,895 Jun-07 236,996 243,604 Jul-07 242,991 245,175 Aug-07 247,537 245,933 Sep-07 251,782 246,216 Oct-07 256,184 249,860 Nov-07 262,860 251,924 Dec-07 267,367 253,692 Jan-08 273,547 259,172 Feb-08 259,694 260,458 Mar-08 266,146 264,496 Apr-08 272,032 266,747 May-08 278,618 269,458 Jun-08 283,811 271,638 Jul-08 288,838 275,169 Aug-08 295,413 277,221 Sep-08 299,751 280,264 Oct-08 306,706 283,321 Nov-08 311,676 285,209 Dec-08 318,289 287,438 Jan-09 322,250 293,416 Feb-09 327,250 296,377 Mar-09 331,208 302,364 Apr-09 336,051 305,127 May-09 346,053 307,180 Jun-09 359,973 306,980 Jul-09 360,662 306,111 Aug-09 364,542 305,191 Sep-09 364,542 306,180 Oct-09 350,450 308,485 Nov-09 356,419 308,102 Dec-09 361,238 309,715 Jan-10 367,619 314,721 Feb-10 371,014 315,106 Mar-10 375,959 317,962 Apr-10 381,111 317,787 May-10 385,096 317,989 Jun-10 389,726 318,421 Jul-10 393,413 320,388 Aug-10 397,378 323,220 Sep-10 393,413 320,388 Oct-10 397,378 353,220 Nov-10 400,059 327,180 Dec-10 403,220 330,001 Jan-11 409,159 331,697 Feb-11 412,503 334,019 Mar-11 471,475 340,232 Apr-11 420,602 341,906 May-11 423,515 346,730 Jun-11 430,469 349,524 Jul-11 434,839 353,326 Aug-11 437,999 357,770 Sep-11 451,868 362,726 Oct-11 466,163 366,854 Nov-11 464,168 368,349 Dec-11 468,864 370,233 Jan-12 469,051 370,744 Feb-12 467,390 371,575 Mar-12 471,437 377,589 Apr-12 472,799 378,749 May-12 472,102 382,210 Jun-12 477,031 383,118 Jul-12 479,327 386,545 Aug-12 474,948 386,235 Sep-12 484,761 387,199 Oct-12 487,867 388,276 Nov-12 482,015 390,279 Dec-12 494,594 394,851 Jan-13 500,082 395,965 Feb-13 510,434 397,453 Mar-13 546,229 408,465 Apr-13 521,345 411,928 May-13 525,341 418,080 Jun-13 537,413 424,657 Jul-13 545,098 433,470 Aug-13 552,977 435,670 Sep-13 582,224 439,294 Oct-13 583,806 438,681 Nov-13 585,040 438,357 Dec-13 590,416 441,425 Jan-14 593,074 437,573 Feb-14 594,603 439,677 Mar-14 603,216 449,803 Apr-14 605,909 446,959
Along with the PMP, the CAPM has been a long term certification and its numbers have continued to grow as well.
The data behind the chart:
Date CAPM Sep-06 1,438 Oct-06 1,546 Nov-06 1,611 Dec-06 1,828 Jan-07 1,828 Feb-07 2,102 Mar-07 2,252 Apr-07 2,390 May-07 2,586 Jun-07 2,714 Jul-07 2,872 Aug-07 3,051 Sep-07 3,215 Oct-07 3,366 Nov-07 3,601 Dec-07 3,799 Jan-08 3,988 Feb-08 4,229 Mar-08 4,410 Apr-08 4,695 May-08 4,971 Jun-08 5,196 Jul-08 5,196 Aug-08 5,708 Sep-08 5,892 Oct-08 6,151 Nov-08 6,428 Dec-08 6,729 Jan-09 6,963 Feb-09 7,207 Mar-09 7,455 Apr-09 7,795 May-09 8,139 Jun-09 8,139 Jul-09 9,126 Aug-09 9,412 Sep-09 9,619 Oct-09 9,787 Nov-09 10,003 Dec-09 10,263 Jan-10 10,444 Feb-10 10,678 Mar-10 10,970 Apr-10 11,234 May-10 11,458 Jun-10 11,785 Jul-10 12,111 Aug-10 12,367 Sep-10 12,111 Oct-10 12,367 Nov-10 12,565 Dec-10 12,729 Jan-11 12,925 Feb-11 13,272 Mar-11 13,464 Apr-11 13,678 May-11 13,969 Jun-11 14,197 Jul-11 14,465 Aug-11 14,781 Sep-11 15,129 Oct-11 15,423 Nov-11 15,695 Dec-11 15,938 Jan-12 16,159 Feb-12 16,491 Mar-12 16,687 Apr-12 16,939 May-12 17,268 Jun-12 17,568 Jul-12 17,924 Aug-12 18,227 Sep-12 18,591 Oct-12 18,888 Nov-12 19,201 Dec-12 19,542 Jan-13 19,849 Feb-13 20,157 Mar-13 20,447 Apr-13 20,700 May-13 20,993 Jun-13 21,397 Jul-13 21,915 Aug-13 22,946 Sep-13 23,560 Oct-13 23,699 Nov-13 23,793 Dec-13 23,949 Jan-14 24,196 Feb-14 24,450 Mar-14 24,646 Apr-14 24,789
The other certifications that were created in the past few years are outlined here.
Date PgMP PMI-RMP PMI-SP PMI-ACP May-10 421 357 320 Jun-10 436 393 327 Jul-10 447 419 341 Aug-10 460 447 357 Sep-10 447 419 341 Oct-10 460 447 357 Nov-10 478 483 369 Dec-10 492 516 377 Jan-11 502 538 387 Feb-11 511 588 408 Mar-11 521 622 418 Apr-11 530 677 426 May-11 553 741 440 Jun-11 561 486 451 Jul-11 575 826 466 Aug-11 584 884 474 Sep-11 599 943 494 Oct-11 606 983 502 Nov-11 625 1,040 524 Dec-11 637 1,083 544 Jan-12 654 1,119 562 Feb-12 678 1,195 578 Mar-12 728 1,243 589 542 Apr-12 774 1,280 611 549 May-12 771 1,323 632 655 Jun-12 774 1,372 633 758 Jul-12 775 1,423 654 892 Aug-12 787 1,472 672 999 Sep-12 793 1,529 694 1,141 Oct-12 805 1,576 720 1,297 Nov-12 808 1,626 737 1,416 Dec-12 864 1,696 764 1,611 Jan-13 823 1,732 780 1,835 Feb-13 834 1,805 809 2,063 Mar-13 850 1,864 826 2,276 Apr-13 852 1,918 846 2,461 May-13 865 1,969 871 2,635 Jun-13 875 8,033 893 2,858 Jul-13 898 2,116 911 3,056 Aug-13 914 2,222 948 3,249 Sep-13 939 2,334 981 3,468 Oct-13 967 2,519 1,037 3,691 Nov-13 969 2,512 1,033 3,893 Dec-13 977 2,512 1,033 4,132 Jan-14 985 2,507 1,036 4,366 Feb-14 995 2,584 1,090 4,641 Mar-14 1,004 2,617 1,109 4,825 Apr-14 1,014 2,638 1,118 5,008
And, although they stopped giving this information, I always found it interesting to determine how many new members were coming in and how many were leaving. This may or may not be an indicator of the organizational health or relevance but it is a good trend line to watch. So, here is the monthly “new members” listing from September, 2006, to December, 2012.
Once again, the numbers:
Date New members Sep-06 4,025 Oct-06 3,225 Nov-06 3,224 Dec-06 4,301 Jan-07 3,330 Feb-07 3,468 Mar-07 5,635 Apr-07 3,776 May-07 3,844 Jun-07 4,232 Jul-07 3,949 Aug-07 4,071 Sep-07 3,909 Oct-07 4,018 Nov-07 4,509 Dec-07 4,767 Jan-08 3,213 Feb-08 3,773 Mar-08 3,797 Apr-08 3,989 May-08 3,613 Jun-08 4,380 Jul-08 4,651 Aug-08 4,358 Sep-08 4,070 Oct-08 4,568 Nov-08 4,500 Dec-08 6,109 Jan-09 4,605 Feb-09 4,305 Mar-09 5,000 Apr-09 6,021 May-09 8,419 Jun-09 13,920 Jul-09 689 Aug-09 2,770 Sep-09 3,100 Oct-09 3,102 Nov-09 3,726 Dec-09 5,403 Jan-10 3,714 Feb-10 3,713 Mar-10 5,344 Apr-10 4,718 May-10 3,985 Jun-10 4,630 Jul-10 3,687 Aug-10 3,965 Sep-10 8,142 Oct-10 9,245 Nov-10 9,719 Dec-10 9,624 Jan-11 8,502 Feb-11 7,803 Mar-11 11,159 Apr-11 9,750 May-11 11,681 Jun-11 11,372 Jul-11 12,309 Aug-11 12,410 Sep-11 12,265 Oct-11 10,681 Nov-11 9,204 Dec-11 10,013 Jan-12 8,672 Feb-12 7,759 Mar-12 11,034 Apr-12 10,485 May-12 13,410 Jun-12 10,742 Jul-12 11,662 Aug-12 9,539 Sep-12 11,013 Oct-12 10,885 Nov-12 10,786 Dec-12 14,562
Since they stopped giving new membership information, I went ahead and did some math behind the monthly number of memberships overall to see the overall trendline. It is great to know the number of new members, but if the number of members leaving is greater than the number of new members, then that might be concerning. In looking at the data, there must have been some data scrubbing done in October and November 2010 as those two months are wildly out of the normal data distribution.
And, the data:
Date Monthly Change Sep-06 ——— Oct-06 3,955 Nov-06 3,412 Dec-06 2,698 Jan-07 5,393 Feb-07 1,931 Mar-07 4,115 Apr-07 1,694 May-07 3,330 Jun-07 1,709 Jul-07 1,571 Aug-07 758 Sep-07 283 Oct-07 3,644 Nov-07 2,064 Dec-07 1,768 Jan-08 5,480 Feb-08 1,286 Mar-08 4,038 Apr-08 2,251 May-08 2,711 Jun-08 2,180 Jul-08 3,531 Aug-08 2,052 Sep-08 3,043 Oct-08 3,057 Nov-08 1,888 Dec-08 2,229 Jan-09 5,978 Feb-09 2,961 Mar-09 5,987 Apr-09 2,763 May-09 2,053 Jun-09 -200 Jul-09 -869 Aug-09 -920 Sep-09 989 Oct-09 2,305 Nov-09 -383 Dec-09 1,613 Jan-10 5,006 Feb-10 385 Mar-10 2,856 Apr-10 -175 May-10 202 Jun-10 432 Jul-10 1,967 Aug-10 2,832 Sep-10 -2,832 Oct-10 32,832 Nov-10 -26,040 Dec-10 2,821 Jan-11 1,696 Feb-11 2,322 Mar-11 6,213 Apr-11 1,674 May-11 4,824 Jun-11 2,794 Jul-11 3,802 Aug-11 4,444 Sep-11 4,956 Oct-11 4,128 Nov-11 1,495 Dec-11 1,884 Jan-12 511 Feb-12 831 Mar-12 6,014 Apr-12 1,160 May-12 3,461 Jun-12 908 Jul-12 3,427 Aug-12 -310 Sep-12 964 Oct-12 1,077 Nov-12 2,003 Dec-12 4,572 Jan-13 1,114 Feb-13 1,488 Mar-13 11,012 Apr-13 3,463 May-13 6,152 Jun-13 6,577 Jul-13 8,813 Aug-13 2,200 Sep-13 3,624 Oct-13 -613 Nov-13 -324 Dec-13 3,068 Jan-14 -3,852 Feb-14 2,104 Mar-14 10,126 Apr-14 -2,844
Tim Gryder and Collin Quiring will be presenting a webinar April 30, 2014, for the Project Management Quality Community of Practice (PMQ CoP) for the Project Management Institute (PMI).
To sign up go to the PMI website for the PMQ CoP here:
Here is the synopsis of the planned webinar:
Project Managers, Resource Managers and other members of the Project Management Office (if there is one) do not work in a vacuum. Even if a PMO exists and all members of it are fully certified in Project Management, the level of project quality in the entire organization will affect their ability to be effective and provide value to the company.
During this presentation, we plan to give some examples of this type of situation. And, we will highlight how an organization can increase their OPM Maturity and allow the PMO to be more constructive to the entire organization. We will show that Project Management Quality and Organizational Project Management Maturity go together.
About the Presenters
TIM Gryder, CPIM, CIRM, MCP, PMP, OPM3, AIM
A consulting professional with over 20 years in developing new capabilities and platforms within the Operations Management and Project Management space. Exceptional insights toward helping organizations realize their true road map for future business process and systems changes. With specific knowledge in the Product Development, Operational Project Management and Manufacturing realm, we are often helping organizations tie the product development planning and execution into the operational planning and execution. Functional knowledge and a strong background in Operations, Supply Chain, Sales and Operations Planning and Scheduling, Project Management and Scheduling, Organizational Project Management, Business Systems Development and Role development.
Collin Quiring, MBA, OPM3, PMP, MCTS, MCT, CIRM
A capable professional with over 20 years of experience in several industries supporting Project Management, Resource Management, Product
Development, Systems Administration, and Training.
Specializing in the Project Management Space with extraordinary depth in Project Management and Microsoft Project Server and developing the platform to effective use in many companies.
By: Collin Quiring
For those using or setting up PWA task updates the question often comes up as to whether or not the Team Members should be updating by percentage or by entering work. There are a couple of questions that come up in relation to this to help decide which to use.
The first question is:
Do you care about hours of work or do you just care about how long the job took?
As in, does it matter that a job took 10 hours to do? Does it matter for your organization’s needs (for projects or accounting or pay or billing) that you know how much time it actually took to do the work? Or, do you just care that a task took five days to complete? Whether the person(s) assigned to the task worked for 1 hour or 100 hours, do you still just want to know that it took a certain number of days to complete?
The answer to the first question will determine the accuracy of hours that you are trying to track.
If you just care about how many days a task takes to complete, rather than the exact hours, then you want to enter the percentage. And, more specifically, you want to enter the % Complete field. There is also a % Work Complete field that is available but that is in relation to hours and so that wouldn’t apply to your need. The % Complete field would be the easiest to use because it is based on Actual Duration divided by Duration. So, if a three day task is one-and-a-half days into the schedule, then it is 50% complete. And note, that is 50% complete whether one minute of actual work is done or not (although we would hope that folks are only updating tasks that have work completed against them.
If you care about hours, and you care about getting accurate hours, then you should have the % Work Complete and % Complete fields where they can’t be edited by Team Members. You should allow the system to calculate those fields for you. What you should have Team Members update is the Actual Work and Remaining Work fields. When the Actual Work field is updated, the Remaining Work field will be calculated. If the Remaining Work field doesn’t match the work that the Team Member thinks it should, then they should update it so as to allow for the dates to better align with the amount of work.
And, the second question is:
Do you care when the work is done?
If your organization has accounting, billing, pay or other reasons to know when work is occurring (whether you are tracking in duration or hours) then there is one other update the Team Member should do – enter the date.
If your organization cares about when work happens, BEFORE entering hours the Team Member should enter the Actual Start Date. Entering the Actual Start Date will set the timeframe properly. Then, the Team Member should enter the % Complete or the Actual Hours – depending on the method you are using. If the Team Member only enters the % Complete or Actual Hours then the Actual Start Date will be calculated for you. Which, in most cases, will be the date was assigned. And, that is where you can get Actual Dates that are nowhere near the real calendar date – because it uses the originally assigned date (whether that date is in the future or in the past).
BY: Collin Quiring
When installing Project Server 2013 in house and installing all the required components (like SQL Server 2012 and SharePoint Server 2013), a Web Application and a Top Level Site and Site Collection have to be created along with the Project Site (PWA). While other documents exist to explain the how to part of the installation, this article is about the definitions for SharePoint web and sites and how Project ties into them. Definitions and then some examples are provided below.
For those using Project Online the ability to modify and setup Web Applications and Site Collections is different and in the SharePoint administration it is slightly different wording. That is outlined at the bottom of this article.
First, the definitions:
Web Application: In SharePoint Server 2013 a Web Application is the container (I am trying to avoid the word “site” since it is sometimes used incorrectly here) that holds the Top Level site and any Site Collections and corresponding Sites. The key parts to the Web Application is that it is the IIS Web Site; which for those like me who aren’t extremely technical is where the main URL comes from (yeah, I know you can do things with Alternate Access Mapping and I know that a fancy-pants IIS/Networking guru can use all sorts of things like bindings to make URL’s other things but for our purposes, this is the URL).
Site Collection: This is the place that has the Top Level Site and any other Subsites. The key point here is that the Site Collection has a Content Database. You can use one Content Database for multiple Site Collections but the important piece to remember is that a Site Collection must have a Content Database.
Top Level Site: This is the site at the top of the site collection. It is the first site in the collection and it may or may not have subsites. (Often, but not always, during setup, this site is just given the “/” designation by the administrator. The other common designation is “/sites/” for the top level site.)
Subsites (often just called Sites): This is a bit confusing because Top Level site and site may be used interchangeably because the Top Level site is a site by itself. But, a subsite is a site below a Top Level site.
Content Database: This is the database that holds the SharePoint information for a Site Collection. It has both the documents and the setting customizations for that Site Collection.
Project Web App Site: For our purposes, Project Web App Site is often called PWA, sometimes also called the Project Site and is a subsite below the Top Level site.
Instance: In the Project Web App Site each site is called an Instance. Many organizations have at least two instances in their production environment, a production level development/testing instance and production version on the same web application (this is different than a development or test server or a separate system for development). Commonly, the main production instance is called just “PWA”. Each instance has a separate database table structure, separate schedules on the site, separate resources and so on. For example, an organization that has an IT department that runs projects totally differently than a PMO department may have two instances – one called “IT_PWA” and the other “PMO_PWA”.
Now for some examples:
The first one is a basic example – a Web Application, Top Level site, and two subsites with the Site Collection in the red boxed area.
From the perspective of Project Server this is what that diagram might look like.
One more example diagram – this time with sample URL’s for two separate PWA instances. The first instance is just called “PWA” and the second one is for a separate department called “ITPWA”. The Web Application is often just the servername so it would be something like http://servername. The Top Level Site in this example is just “/” and therefore the two PWA instances would be: http://servername/PWA and http://servername/ITPWA .
In the Project Online, Office 365 and SharePoint Online world the terminology is a bit different because the setup is a bit different. The main terms to know here are:
Tenant: This is your online (or cloud version) subscription of the service you have purchased. It can be a bit confusing since context is everything. You can have a SharePoint Online Tenant or an Office 265 Tenant or a Project Online Tenant. In our case, thinking from the Project Online perspective, you would most likely have a SharePoint Online Tenant and Project Online would be a part of that Tenant. In a non-techy description, basically it means that Microsoft has the uber-Wep Applications and they give us a small piece of the pie. I am not sure who to credit this to since I see lots of websites that explain it something like this – In the United States a person can rent an apartment in a large apartment building. They are a “tenant” of that apartment building. They can modify their own apartment as much as they want but they can’t modify the common areas of the building that are outside of their apartment.
The default in the SharePoint Online administration screen for those of using it only for Project Online purposes is to have three Site Collections – one for the Website (usually the Tenant), one with the Project Web App Site and one for search. (And, apparently, they use the “/sites/” for the Top Level site for the PWA and “/” for the Search site). And, for the MY Sites (if being used) portion of the SharePoint Online it is using the Site Collection with a “-my” in the URL. In the My Sites section, you would have many potential subsites – one for each person that creates one.
For example, my Project Online Tenant using SharePoint Online administration looks like this:
Based on this information, this means that I have three Site Collections and PWA is a subsite in the sites Top Level site. Using the type of diagram we have above for the On Site version, this means that the Site Collection piece would look similar to this:
I hope this helps to clear up some of the definitions!
BY: Tim Gryder
Practical use of Microsoft Project Server or Project Online 2013 for Issues Management and Collaboration
If you’re a project manager running any project of scope, duration and complexity then you know that much of project management constantly deals with Murphy’s law…”What can go wrong will go wrong and at the worst possible time”. These events or “Issues” are often documented, assigned, and managed by the project manager in order to address the issue and keep the project moving. But how can we really drive issue resolution and ensure that nothing is falling thru the cracks?
A simple solution to keeping up with, and collaborating on Issues can be found in the Microsoft Project Server Platform
Take for example the image below…a simple project managed in Project Server (PWA-Project View), to build a storage building. As is typical, as tasks are being completed, I have now run into an issue related to the “Budget” task…More funds must be Secured!
Use Project Server (or Project Online) to document; assign the issue to a task and person, against the task “Budget”. Here is how to assign an Issue to a Task!
Open the Projects view in PWA and select your project and then Select Issues from the Project tab for the Project.
Select New Item and create your issue.
Fill out the issues form to define due dates and assignments and dialog on the issue etc.
Then Save the Issue.
Navigate back to your project site and select Tasks and then select your task “Budget” to open.
This is where we now associate the Issue we created above with the task from the project.
Select “Show More” and then “Add Related Item”
Select Issues from the left side of the assets available to add which will be underneath your project.
Take note that each project has its own list of objects that can be associated with a task…
I could also associate Deliverables and Risks etc…
Choose the Issue you created from the Issues List and then select Insert.
We now have a Task with an issue assigned to it. This can be seen in the task details view in PWA.
We are also now made aware at the Projects Portfolio View in PWA that this project has an unresolved Issue.
So now instead of collecting issues into a spreadsheet and hoping you have the latest issues and their status…You can manage these issues in an environment that is collaborative, real time and reportable.
If this doesn’t get your cats walking in a straight line then I don’t know what does!
Connecting Excel 2013 to Project Online using Odata
By Collin Quiring
We have seen issues for some folks when connecting Excel 2013 to Project Online using an Odata connection. This blog is to give an example of how to get data from that connection without ever connecting to Project Online directly.
Start by opening Excel 2013 and going to the DATA tab. Then, select From Other Sources in the ribbon. On the drop-down, select From Odata Data Feed.
This will bring a Data Connection Wizard popup. Put in the Link to your Project Online site followed by
THIS IS CRITICAL. So, in our sample, with our Project Online site being at “https://PMPSpecialists.com/sites/Demo7PWA” the link to enter in the Link option is: “https://PMPSpecialists.com/sites/Demo7PWA/_api/ProjectData/ “ You may or may not need to enter a sign-in at this point, in this example, we do not need one.
NOTE: Be careful when copy/pasting the URL link. We have seen where the link will duplicate in the Link of File box (it is hidden at first so we recommend you place your cursor at the far left of the box and do NOT select the entire box but use your arrow key and scroll over to confirm that the URL is only in place one time).
If the URL (URI) is incorrect, or you don’t have permissions, you may get any of the following error messages:
(We couldn’t get data from the Data Model. Here’s the error message we got:
Invalid URI: The URI Scheme is not valid.)
(Unable to obtain list of tables from the data source.)
(We couldn’t get data from the Data Model. Here’s the error message we got:
The remote server returned an error: (400) Bad Request.)
(We couldn’t access the data feed server because the URL is invalid.)
Once you have connected, after entering the link in the Data Connection Wizard, the second popup titled Data Connection Wizard with the option to Select Tables will appear.
For our example, we scrolled down and selected Projects as the table to bring back.
The third box for the Data Connection Wizard appears that allows us to Save our Data Connection. Note – we are not saving the results, we are saving the .odc file only. Results are saved from Excel as you would normally save any file.
gives us the option of which type of Excel workbook we want (Table, Pivot, etc.). And, we can select the Existing Worksheet or a New Worksheet.
Clicking OK brings back the Excel file and the data.
And, here is a small piece of one item from the Project file in a normal worksheet from our Project Online instance:
And, as an example, the Data Source we saved earlier, is now sitting on our PC for us to be able to use in the future. The default location is “This PC / Documents / My Data Sources”
As further proof that the Data Connection now exists, the next time you want to use it, Select the DATA tab from Excel, the Existing Connection option in the ribbon and the data connection you created will be there for you to use!
PMP Specialists is coordinating with the Microsoft Project Users Group (MPUG) to start a new chapter in the Northwest Arkansas area. MPUG is the official user group for Microsoft Project and provides weekly web events, chapters, deep-dive certificates, articles, resources, and community forum. This chapter will start out meeting once a quarter.
There is no fee to attend a chapter meeting.
Before officially beginning this chapter we are trying to determine the community interest in having a Microsoft Project User Group in our area. We know that there are many users of Project in our area and we know that these users range from beginners to experts. The benefit of having a chapter in our area is the MPUG support for everybody as we become better at using the tools that make our work life more productive.
MPUG meetings will also provide free PDU’s for PMI certifications.
MPUG chapter meetings are a great way for members to come together to share knowledge, network, expand professional development and have fun. Only at MPUG Chapter meetings can you enjoy engaging presentations from Project experts, share your own Project experiences with other professionals in your field, and enjoy good food and conversations with peers in your local community.
If you are interested, please send your name and email address to Info@PMPSpecialists.com
By: Collin Quiring
With the advent of Project 2013 there are a few different versions available and this little post is an attempt to help clarify those differences. Also, to help clarify things, only 2013 Project works with 2013 (it does not allow 2010 or 2007 connectivity). You can still open a previous version’s project file in 2013, but only 2013 Professional connects with Project Online 2013 and Project Server 2013.
The first group we are going to cover are the versions that are installed and used in-house. This is the more common version that has been used by organizations up until this point. The server version of the software is called Project Server 2013. This is the software that has requirements like SharePoint Server 2013 and SQL Server (2012 SP1 if you want SSRS [which we strongly recommend]) to be installed in-house as well.
To access Project Server 2013 to edit or create schedules you will need to use Project Professional 2013. This is the client software that allows access to the server. The only people that really need Project Professional 2013 are those that interact with the schedules as a whole and directly. There is also a tool that can be used by scheduling professionals that does not use Project Server, and that is Project Standard 2013. This is the “stand-alone” version of the Project for the client. At the bottom of this entry is a brief comparison of the Project Professional and Standard versions.
To access Project Server 2013 in a web-enabled environment you use the PWA (Project Web App) interface. This is a web page and can be accessed by almost every browser now but is still part of the local organization’s network.
To clarify, here is a diagram that Darin Brazile worked up to represent how it works:
The second set of versions that we are going to cover are the Online versions. These are the Microsoft online versions where the software is somewhere in the world and you access it by your web browser. This is called Project Online. This is the web-enabled version of PWA and is called PWA just like the in-house version is called PWA. This is a fully functional version of PWA and is based on a monthly licensing fee. There is also a product for users in your organization that are Team Members (the ones that don’t use PWA much and really want to only deal with Task Updates) that is called Project Lite. This is a monthly fee as well but is less expensive than Project Online.
Now is when it gets interesting. To access PWA for Project Online, you only need a browser (just like the way you do it in-house). However, there are a couple of options if you want to use Project Professional. You can not use Project Standard so that is not part of the Project Online discussion. You can purchase a copy of Project Professional 2013 and have it installed on the client machine. This means that you will use only that client machine (or another one that has Project Professional 2013 on it) to access the Project Online scheduling information if PWA isn’t sufficient to meet your needs.
The second option is to purchase Project Pro for Office 365 with Project Online. This is a great solution that allows you to stay in a “web-enabled/cloud” environment and not have to worry about having Project Professional 2013 on your local client machine. Basically, from a non-technical perspective, the way it works is that when you sign in from a client machine and need Project Professional capabilities you can temporarily “download and install” the Project Pro product. This allows you to work on any client machine with your Project Online tenant and when you are done the Project Pro is “deleted” from that client machine. See the table below that explains some of the capability/functional differences between Project Standard 2013, Project Professional 2013 and Project Pro for Office 365.
And, then there are varied methods on how to make this work as well. You can have a hosted tenant of Project Online. You can have a hosted tenant of Project Server that can be a shared or dedicated tenant. And, the options go on and on about the exact methodology about how you get to those instances but the basic differences of Online and in-house are laid out above.
The following is the brief comparison from the three Project client versions. This is directly from the www.Microsoft.com/Project site as of February 12, 2014, for the Project Management options tab on the Choose Project page. From the Project Management perspective, the recommendation is to have Project Professional 2013.
Project Standard 2013
Project Pro for Office 365
Quickly start projects
Quickly focus on what matters with an enhanced visual experience and an array of new project templates.
Keep projects on track
Proactively discover critical task paths and resolve potential scheduling problems.
Easily find and create great looking reports
Quickly share progress with easily customizable, out-of-the-box reports.
Explore the Office Store
Extend out-of-the-box capabilities with flexible apps.
Easily manage resources
Visually create the right mix of resources using drag and drop.
Call or instant message team members from within Project1
Collaborate with real time file and screen sharing via Lync integration.
Collaborate with others from virtually anywhere2
Stay connected to your team and projects no matter where work takes you.
Realize the power of unified project and portfolio management.3
Flexible plans and service updates keep you always up-to-date so you can deliver your best results
Enjoy seamless updates to always have the latest version of Project.
Access virtually anywhere with Project on Demand
Stream the rich Project desktop client onto almost any PC through Office 365 services.
1 Requires Microsoft Lync Online or Microsoft Lync 2013 (sold separately).
2 Requires SharePoint Online or SharePoint 2013, Project Online or Project Server 2013 (all sold separately).
3 Requires Project Online or Project Server 2013 (sold separately).
And, since we are copying the table from Microsoft, here is their table for which version works best for Project Portfolio Management. This is directly from the www.Microsoft.com/Project site as of February 12, 2014, for the Project Portfolio Management options tab on the Choose Project page. From the Project Portfolio Management perspective, the recommendation is to have Project Online with Project Pro for Office 365.
Project Online with Project Pro for Office 365
Project Server 2013 and Project Professional 2013
Flexible online solution
Easily sign up for flexible online plans that meet your PPM and work management needs.
Get your team up and running quickly with the latest technology and industry standards to separate PMO functionality from IT functionality.
Get started quickly
Focus on what matters most – easily aggregating everyday work, project tasks, important details and timelines.
Take action from more places and on more devices
Extend PPM and work management to virtually any device.
Align vision and effort
Extend PPM and work management to virtually any device.
Effectively manage resources
Enhance resource allocation and decision making to by seeing– even when they are managing everyday work or ad hoc projects in SharePoint task lists.
Strengthen everyday collaboration
Take advantage of new social capabilities to facilitate discussions, information sharing and your team’s ability to get work done.
Improve team communication with Lync, SharePoint, and Exchange integration.
Make data-driven decisions
Discover insights and make better decisions with summary dashboards and self-service reports in Excel.
Act and innovate with apps from the Office Store or SharePoint Store
Extend and customize Project with apps to fit your business needs.
Includes all of the features of Project Pro for Office 365 or Project Professional 20131
Stream Project Pro for Office 365 directly from the web.
1 Project Professional 2013 sold separately.
By: Collin Quiring
Three of us from PMP Specialists went to the Microsoft Project Conference 2014 in Anaheim, California. It was a great time for all of us. We met and got to know some new folks and we got re-acquainted with some friends in the Project community. There were around 136 sessions and, as always seems to happen to me, I usually wanted to go to two or three in every time slot. Thankfully, Microsoft is providing “video” from all the sessions from the event for attendees. (It isn’t really “video” as much as it is “audio with the slide deck/demos” – which is what we really want to see anyway.) So, I have my work cut out for me in the next couple of weeks as I make time to go back and view some of the presentations that I missed.
Tim Gryder and I presented on OPM3 (Organizational Project Management Maturity Model) and how Project Online, Project Server, Project Professional was a great tool that tied into OPM3 constructs and actually help to enable more organizational maturity. We had some great feedback and questions from the attendees and enjoyed our time presenting immensely.
A couple big announcements were made during the keynote session. The biggest one, from my perspective, was the ability to use SSRS (SQL Server Reporting Services) with Odata. Odata is the methodology by which reporting is enabled with Project Online and having the ability to use the power of SSRS is a HUGE step forward. There have been some struggles with getting Odata to work properly and consistently in the past but I am hopeful that Microsoft continues to improve its reliability. Another big announcement was the pricing change coming up for Project Online for what they Project Lite users. That is a big deal for some of our clients and better matches their needs!
As always, the evening event was great and Darin Brazile, from our group, tried his voice at karaoke at the House of Blues (thanks Project Hosts for sponsoring)! (http://ow.ly/i/4zd5a) He did a great job!
One of the overarching themes from the conference is that everything is moving online and that the future of Project is in Project Online (whether coupled with Office 365 or not).
By: Collin Quiring
Tim Gryder and I are honored to be presenting OPM3 concepts in relationship to Microsoft Project Server 2013 at the Microsoft Project Conference in California in 2014! Here is the abstract for our session.
The Organizational Project Management Maturity Model (OPM3) from the Project Management Institute (PMI) is a globally recognized best-practice standard for assessing and developing capabilities in Portfolio Management, Program Management, and Project Management. It is a wonderful tool and process to help understand where an organization ranks in maturity, capability, understanding and capability in regards to Project, Program and Portfolio Management. This provides an assessment that an organization can use to determine where they should focus future efforts to increase their ability and maturity. The results from the assessment can point to many different areas of the organization that might need some work. many of those involve business processes that can be directly assisted through the use of Project Server.
This presentation is an overview of how Project Server accomplishes the implementation of the assessment results of OPM3. Project Server is a powerful tool that can provide the necessary technology and process so that an organization can implement standardization and processes for improved organizational management. OPM3 is a great assessment tool and can show an organization areas for improvement but combining that assessment with Project Server capabilities and technology an organization can quickly realize improvement.
Project Server has the ability to help an organization with all three aspects of the maturity model – Portfolio, Programs and Projects. By tying together the results from the OPM3 Assessment with the functionality of Project Server an organization can quickly realize positive results. Project Server allows an organization to set up Portfolio information with drivers and other analysis tools which helps pick the right Programs and Projects to act upon. And then Project Server allows for the execution, analysis and reporting of the work in the chosen Projects and Programs.
Part of the OPM3 Assessment is about the documentation from the business process perspective. This is about having the appropriate documentation that corresponds to a Project or Program. Project Server is linked tightly with SharePoint Server which allows for the documentation, issues and risks to be maintained. With the integration of SharePoint and Project Server an organization can be more effective and can become more mature in their organizational abilities.
We believe that combining the capabilities of Project Server and SharePoint Server with the OPM3 assessment results is a natural fit of technology and process.
This presentation is an overview of how Project Server accomplishes the implementation of the assessment results of OPM3.