| Preface | p. ix |
| About the Author | p. xi |
| Web Added Value | p. xiii |
| Introduction: Enterprise Project Management Implementation Principles and Workflow | p. 1 |
| Enterprise Project Management Foundation, Goals, and Requirements | |
| Establishing Technology Environments | p. 7 |
| Overview of the Microsoft EPM System | p. 8 |
| Setting Up the Technological Environments | p. 9 |
| Obtaining Administrative Rights | p. 13 |
| Setting Up Project Professional to Work with Project Server | p. 16 |
| Organizational Goals, Objectives, and Requirements | p. 25 |
| Defining Organizational Goals and Objectives | p. 26 |
| Understanding Stakeholder Requirements | p. 26 |
| Project Management Processes and Enterprise Project Management Solution Deployment | |
| Establishing Project Management Processes and Supporting Tools | p. 39 |
| Overview | p. 39 |
| Definitions | p. 40 |
| Acronyms | p. 42 |
| Initiation Process | p. 43 |
| Overview | p. 43 |
| Workflow | p. 44 |
| Creating the Proposed Project Plan | p. 46 |
| Creating the Project Workspace | p. 52 |
| Entering the Initial Project Information | p. 54 |
| Performing the Preliminary Stakeholder Analysis | p. 59 |
| Filling Out the Requirements Matrix | p. 62 |
| Finalizing the High-Level Milestone Plan | p. 68 |
| Creating the Project Charter | p. 70 |
| Creating the Preliminary Scope Statement | p. 77 |
| Approving the Project for Planning | p. 78 |
| Planning Process | p. 83 |
| Overview | p. 83 |
| Workflow | p. 84 |
| Converting the Proposed Project to the Project Plan | p. 90 |
| Associating Project Information with the Project Plan | p. 91 |
| Building the Project Work Breakdown Structure | p. 106 |
| Integration Management: Project Management Plan | p. 113 |
| Defining the Scope Management Plan | p. 114 |
| Defining the Change Request Management Process | p. 124 |
| Defining the Time Management Plan | p. 129 |
| Defining the Human Resource Management Plan | p. 153 |
| Defining the Cost Management Plan | p. 175 |
| Defining the Quality Management Plan | p. 185 |
| Defining the Risk Management Plan | p. 187 |
| Defining the Communication Management Plan | p. 193 |
| Defining the Deliverable Management Plan | p. 205 |
| Defining the Procurement Management Plan | p. 213 |
| Setting the Baseline | p. 217 |
| Execution Process | p. 219 |
| Overview | p. 219 |
| Workflow | p. 220 |
| Defining and Managing Project Execution | p. 224 |
| Definitions | p. 225 |
| Integration Management: Kickoff Meeting | p. 225 |
| Scope Management | p. 229 |
| Time Management: Project Schedule | p. 237 |
| Cost Management | p. 264 |
| Quality Management: Quality Assurance | p. 268 |
| Human Resource Management | p. 271 |
| Communication Management | p. 276 |
| Risk Management | p. 290 |
| Procurement Management | p. 306 |
| Monitoring and Control Process | p. 311 |
| Overview | p. 311 |
| Workflow | p. 312 |
| Scope Control | p. 315 |
| Time and Schedule Control | p. 317 |
| Cost Control | p. 332 |
| Quality Control | p. 335 |
| Human Resource Management | p. 336 |
| Communication Management | p. 338 |
| Risk Control | p. 347 |
| Procurement: Contract Administration | p. 352 |
| Closing Process | p. 355 |
| Overview | p. 355 |
| Workflow | p. 356 |
| Integration Management | p. 358 |
| Scope Management: Deliverables Closure | p. 364 |
| Time Management | p. 365 |
| Cost Management | p. 365 |
| Human Resource Management | p. 368 |
| Communication Management | p. 369 |
| Action Items | p. 369 |
| Risk Management | p. 370 |
| Procurement Management | p. 370 |
| Converting Your Sample Site to Be the Default Project Workspace | p. 373 |
| Testing and Deploying the Enterprise Project Management Solution | p. 383 |
| Testing the Solution with a Pilot Team/Project | p. 383 |
| Back Up the Development Environment | p. 384 |
| Replicate the Development Environment to the Production Environment | p. 384 |
| Establish the Pilot Team | p. 384 |
| Establish Training Materials | p. 385 |
| Training | p. 385 |
| Ongoing Support (Three Months) | p. 387 |
| Pilot Feedback and Lessons Learned | p. 388 |
| Develop the Deployment Plan | p. 388 |
| Deploying the Solution to Organization Units | p. 388 |
| Appendices | |
| Common Procedures | p. 393 |
| To Define Enterprise Custom Fields | p. 394 |
| To Create Lookup Tables for Enterprise Custom Fields | p. 396 |
| To Create a Document Library | p. 398 |
| To Change Document Metadata | p. 400 |
| To Change Document Library Settings | p. 401 |
| To Upload a Document to a Document Library | p. 406 |
| To Create a New List | p. 408 |
| To Change a Column Name in a List | p. 410 |
| To Add a Choice Column to a List | p. 411 |
| To Add a Yes/No (Check Box) Column to a List | p. 413 |
| To Add a Text Column | p. 414 |
| To Add a Multiple Lines of Text Column | p. 415 |
| To Add a Lookup Column | p. 416 |
| To Add a Number Column | p. 418 |
| To Add a Currency Column | p. 419 |
| To Add a Calculated Column | p. 420 |
| To Add a "Person or Group" Column | p. 422 |
| To Add a Date Column | p. 424 |
| To Change the Order of Columns in a List | p. 426 |
| To Modify an Existing List | p. 428 |
| To Create a List View | p. 430 |
| To Modify an Existing Column | p. 433 |
| To Create a Folder in an Existing Document Library | p. 437 |
| Troubleshooting | p. 439 |
| Index | p. 443 |
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