Establishing and enforcing organizational standards

To use an organization-wide project management tool, you need shared terminology across projects that all project managers use. All managers need to apply the same processes and procedures to their projects. If your organization doesn't already have standardized language, processes, and procedures in place, you'll need to develop them. If your organization has established standards, your standards may or may not work within the framework of Project Server.

Project Server contains several features that can help you establish and enforce standards in your organization's project management efforts. The Enterprise Global template — comparable to the Global template in Project Professional — contains a collection of all default settings that are used by projects across your organization. Someone with administrative privileges in your company customizes the Enterprise Global template so that it contains the custom fields, look-up tables for outline codes, views, and calendars that meet the needs of your organization. When a project manager creates a new project, the project is based on the Enterprise Global template, enforcing standard usage across all the organization's projects. The Enterprise Resource Pool helps you ensure that resource names, definitions, contact information, and calendars are consistent across all projects.

Custom fields

You create and use custom fields to meet some specific need concerning the data that your organization uses in its projects. Project enables you to create custom fields to assign to either resources or tasks. Because Project Server stores custom fields in the Enterprise Global template, you can enforce standards across projects by setting up custom fields for all project managers to use on all projects.

Outline codes

Outline codes can be used to produce work breakdown structures or organization breakdown structures to provide different ways of looking at tasks, resources, and projects. Project uses outline codes to help create these different structures. Outline codes, also stored in the Enterprise Global template, can be standardized by using look-up tables for the values that are available for the outline codes. In this way, projects remain standardized because everyone uses the same set of outline codes.

In Chapter 19, you find out about creating custom fields.

In Chapter 7, you find out about outline codes.


The administrator creates views in the Project Server database to control the information that is seen by various Project Web Access users. For each view, the administrator specifies the format of the view, grouping of information on the view, any filters for the view, and the categories to which the view belongs. Because views are stored in the Enterprise Global template, information views by Project Web Access users are standardized.

Note Views that the project manager creates and uses in Project Professional are based on the Enterprise Global template. The fields that are used to create views in Project Web Access are stored in the Enterprise Global template, but the views in Project Web Access are unique to Project Web Access and are not based on the Enterprise Global template. Views that are created in Project Professional cannot be duplicated in Project Web Access.


Project makes use of the following four types of calendars:

♦ Base calendar: Provides the source information for the other three types of calendars.

Project provides the following types of base calendars (you can customize others):

In Chapter 19, you find out about creating views.

• Standard (Monday through Friday, 8 a.m. to 5 p.m., with an hour break)

Chapter 3 covers base calendars.

Chapter 3 covers base calendars.

♦ Project calendar: The base calendar that is assigned to a specific project.

Chapter 3 covers project calendars.

Chapter 3 covers project calendars.

Resource calendar: Assumes the working and nonworking times of the project calendar for a resource, and can be customized to show the following resource data:

• Nonstandard working times

• Planned time off

Chapter 10 covers resource calendars.

Task calendar: Assumes the working and nonworking times of the project calendar for a task, and can be customized to show nonstandard working time.

The task calendar is useful for situations such as shutting down a server for maintenance during nonbusiness hours.

Chapter 4 covers task calendars.

Enterprise resource pool

By using an enterprise resource pool, you can share resources between projects and identify conflicts between assignments in different projects. An enterprise resource pool is simply a central repository of all available resources. By storing information about all resources, their calendars, and their assignments in one place, you can manage resource utilization and sharing more easily because resource information across your company is standardized; every project manager knows the skills and availability of every resource.

- Cross- You find out more about the enterprise resource pool in Chapter 19.

: Reference

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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