Configuring Portfolio Analyzer and Portfolio Modeler

Through the use of Portfolio Analyzer, managing stakeholders can review a high-level picture of tasks, resources, assignments, schedule, progress, costs, and other information across all projects in the enterprise.

With Portfolio Modeler, managing stakeholders can create what-if scenarios involving current projects, without impacting live project data.

Both Portfolio Analyzer and Portfolio Modeler are implemented through the use of online analytical processing (OLAP) tools provided by SQL Server Analysis Services in conjunction with Project Server and Project Web Access.

For more information about setting up SQL Server Analysis Services with Project Server and configuring the OLAP cube, download the online book from the Microsoft Project Web site entitled "Microsoft Office Project 2003 Administrator's Guide." Go to http://www.microsoft.com/downloads, and then search for Project Server 2003.

For Portfolio Analyzer and Portfolio Modeler to work properly for users, you need to have the following in place:

• Resources added to the enterprise resource pool

• Enterprise project and resource outline codes defined in the enterprise global template

• Values for any outline code lookup tables stored in the enterprise global template

• Enterprise outline code values associated with enterprise resources as appropriate

• Enterprise projects created and published to the project server

• Enterprise resources assigned as team members to enterprise projects

• Project server user accounts created for users of Portfolio Analyzer and Portfolio Modeler

For more information about carrying out any of these tasks, refer to the appropriate sections throughout this chapter.

After all the prerequisite conditions are met for enterprise projects and enterprise resources, you're ready to configure the OLAP cube and enable Portfolio Analyzer and Portfolio Modeler. To do this, follow these steps:

1 In the Admin page of Project Web Access, click Manage Enterprise Features in the left pane.

The Update Resource Tables And OLAP Cube page appears (see Figure 21-26).

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Figure 21-26. Click Manage Enterprise Features to start configuring the OLAP cube.

2 Scroll down to the Build The OLAP Cube section (see Figure 21-27) and make sure the Yes option is selected.

Figure 21-27. Specify that you want to build an OLAP cube.

3 Under OLAP Cube Name And Description, complete the Analysis Server, Cube Name, Cube Description, and Analysis Server Extranet Address boxes.

You might need to obtain some of this information from your SQL Server administrator.

4 Under Date Range, select the date range for which the OLAP cube is to built.

5 Under Update Frequency, specify how often you want the OLAP cube to be refreshed. You can specify an automatic update at regular intervals or manually when you specify.

6 Click the Save Changes button at the bottom of the page.

At this point, managing stakeholders who are members of the Executives user group or who are allowed the View Portfolio Analyzer and View Models permissions can work with the Portfolio Analyzer and Portfolio Modeler in the Project Center of Project Web Access. By default, users defined as project server administrators, executives, and portfolio managers have these permissions set.

Users wanting more information about working with the Portfolio Analyzer and Portfolio Modeler can refer to Chapter 24.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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