creating workflows in project online
TRANSCRIPT
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Creating Workflows in Project OnlineBEN HOWARD
APPLEPARK LTD
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SPONSORS
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Lead consultant for Applepark Ltd – 14 years of Project and Project Server experience
Microsoft MVP for Project - awarded 7 times
Introducing Ben Howard
Occasional grower of a moustache during Movember, occasional beard grower, occasional blogger at http://www.applepark.co.uk/ben-howard-blog/
Author of Plain & Simple – Microsoft Project 2013, produced by MSPress
Online training An Introduction to Microsoft Project and Project Server InstallationExport Project Tasks to Outlook Addin
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Agenda - Creating Workflows in Project Online• Workflow uses• Tools• Project Online Components• Creating a workflow - demo
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Workflow uses• Simple things…• Send an email notification• Send an email requesting approval
• Allow selective display & edit of project data (Enterprise Custom Fields)
• Advanced• Commit Portfolios• Implement full demand management• Automated reporting• …..
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Workflow tools• SharePoint Designer 2013• Simple, no code option
• 3rd Party Tools• Nintex• K2
• Visual Studio• Developer skills required
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However, it’s not about the toolset• It’s about Project Governance; it’s the about the
business • Therefore don’t implement workflow just for the sake of
it• The workflow process;• Is it mapped out?• Do you short-cut it?• Does it work 100% of the time?
• Different workflows for different project types• Small/Medium/Large projects• New product/Variance product etc
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• It’s not an all or nothing implementation• Workflows can be implemented on some EPTs and not
others
• Different types of projects will require different governance models (from minimal governance to highly structured)
(Enterprise) Project Types
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Project Online ComponentsEnterprise Project Types
Phases
Stages
Project Detail Pages
Web Parts
Custom Fields
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• What do the workflows do?
• Signed off by the businessPlan & Design
• Set up the PO components
Configure PO• Link
SPD2013 into PO
• Save to Visio Build in
SharePoint Designer
• Link the workflow into a test EPT
Publish and test
Creating a Workflow
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Demo workflow
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1. Implement a Phase/Stage process
2. Select the Project Approver at New Proposal Stage
3. The Project Approver Approves or Rejects the request to move from one phase to another – this request is sent via email
4. Gather “Test Criteria” at the Design stage
Our “demo” Business Requirements
Enterprise Project Types
Phases
Stages
Project Detail Pages
Web Parts
Custom Fields
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• Project Online• SharePoint Designer 2013• Visio (documentation)
Let’s build a workflow!
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Summary• It’s about Project Governance; it’s the about the
business • It’s not all or nothing – mix and match• Toolset• Develop, test, document, train, deploy
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