Inside Out

Don't model resources on live data

Use Portfolio Modeler only on alternate versions of a project, never on the live version—and certainly never on a project in which any actuals have been reported. Portfolio Modeler is intended only for strategic planning, not for projects that are live and in progress.

If you run Portfolio Modeler on a live project with actual progress reported, resources who have reported actuals might be substituted out of the project, and this can change the overall scheduling of the project in significant ways.

Portfolio Modeler is best used to help identify areas in which resource allocation might be improved.

To create a project model, follow these steps:

1 In the Project Web Access navigation bar, click Projects.

2 In the side pane, click Model Project With Portfolio Modeler.

The Portfolio Modeler page appears (see Figure 24-11).

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Project Web Access

Log Off | Help

[Jj Microsoft-Office

Project Web Access

Log Off | Help

Model projects with Portfolio Modeler s

Model projects with Portfolio Modeler

New | Modify | ^J Open | ¿^Analyse | X Delete | Unlock

(Projects)

& Erice

Model Name j- Date Last Updated - Description Locked By - A

^ TebleSeved saved link

Print Grid

Export Grid to E:

Actions:

View projects in Project

Analyse projects in Portfolio Analyser

Model projects with Portfolio Modeler_

Figure 24-11. Use the Portfolio Modeler to run what-if scenarios on projects and resources.

3 On the Model Projects With Portfolio Modeler page, click New.

4 On the next page, under Model Name And Description, enter the name and description you want for your model.

5 Under Projects, select the projects you want to include in the model and then click Add. Your selected projects move to the Selected Projects box.

6 Under Resources, select the resources you want to include.

You can include resources in the projects you selected for the model, any available enterprise resources at or below an RBS level that you indicate in the box, or specific resources you select in the Available Resources box.

7 Click Next.

The Scheduling Context page appears. This page lists any other project files that have some relationship with the selected projects, such as cross-project links or a nonenter-prise resource pool.

8 Select any related projects that you might want to include in the model and then click

The Choose Scheduling Options page appears, listing all projects and related projects you have selected for modeling to this point.

9 If you want to prioritize one project over another, increase its Priority value to be higher than the others.

Projects with higher priority values have their resource requirements handled first, and therefore tend to get the better resource matches than projects with lower priority values.

Priority values range from 1-1000, with 500 being the default. |p

Your model is now created, and you can open it from the Portfolio Modeler page.

10 Click Next.

J- Tip Use Portfolio Modeler from Project Professional

You can work with Portfolio Modeler from Project Professional. Make sure that Project Pro-P0rtf0li0 fessional is connected to Project Server. On the Collaborate toolbar, click Portfolio Modeler.

Modeler

If the Collaborate toolbar is not showing, click View, Toolbars, Collaborate.

To open and analyze the results of a model you have created, follow these steps:

1 In the Project Web Access navigation bar, click Projects. The Project Center page appears.

2 In the side pane, click Model Project With Portfolio Modeler. The Model Projects With Portfolio Modeler page appears.

3 Select a project and then click Open or Analyze. Choose the projects and resources you want to include in this model.

For more details about using Portfolio Modeler, download the online book from the Microsoft Project Web site entitled "Microsoft Office Project 2003 Application Configuration Guide," and see Chapter 11, "Responding to Changes in Your Project."

To download the online book, go to http://www.microsoft.com/downloads, and then search for Project Server 2003.

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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