Establish the planning team
This Office product will reach end of support on October 10, 2017. To stay supported, you will need to upgrade. For more information, see , Resources to help you upgrade your Office 2007 servers and clients.
Topic Last Modified: 2016-11-14
In this article:
Executive Review Committee
Governance Board
EPM Solution Initiative Team
Worksheet
This article describes who typically does the work of planning a Microsoft Office Enterprise Project Management (EPM) Solution and offers a suggested configuration for the planning team. This material will be useful for executives, managers, and system administrators who are responsible for planning the deployment of an EPM Solution.
The Office EPM Solution is a complex system that includes integrated server applications and components. Depending on the size of your organization and the complexity of your project management environment, you might need many different IT professional-level skill sets when planning your configuration. A successful deployment might require the expertise of some or all of the individuals described below.
Executive Review Committee
The purpose of the Executive Review Committee is to sponsor the EPM Solution initiative and audit progress toward achieving the documented business requirements. Typical job titles and roles on the Executive Review Committee can include:
CEO: overall business sponsor
Vice President of Engineering: responsible for business process changes
Vice President of Information Technology (IT) Systems: responsible for technology deployment
Governance Board
The purpose of the Governance Board is to provide regular management oversight of the EPM team. Typical job titles and roles on the Governance Board can include:
Director of the Project Management Office (PMO): oversight for the EPM Solution initiative
Portfolio Manager: EPM Solution initiative budget manager
Director of Product Engineering: oversight of business process changes
Vice President of IT Systems: oversight of technology changes
EPM Solution Initiative Team
The purpose of the EPM Solution Initiative Team is to ensure that initiative tasks are completed as planned. Typical job titles and roles on the EPM Solution Initiative Team can include:
PMO Project Manager: primary business analyst
IT Infrastructure Lead: system administrator and primary technology architect, responsible for system architecture specification
Test Lead, Engineering Department IT
Release Manager, IT Systems: responsible for smooth transition to operations and release approval
Trainer: responsible for customizing and delivering training to project managers and other users
Project Manager: responsible for delivery of solution within constraints of scope, schedule, and budget
Network Engineer: responsible for network topology, load balancing, and firewalls
Database Administrator: responsible for installing and maintaining databases
Project Server Deployment Specialist
Application Developer
The EPM Solution Initiative Team can include participants from any part of the organization. Some key positions that you should consider filling are listed below:
System administrator
The system administrator is typically responsible for installing, maintaining, administering, and troubleshooting software in the organization. This includes Microsoft Windows Server™ 2003-based security and components, such as the Active Directory® directory service and Internet Information Services (IIS), in addition to client software such as Microsoft Office Project Professional 2007, Microsoft Office Outlook 2007, and other applications that can be integrated with Microsoft Office Project Server 2007. The system administrator must also understand Office Project Server 2007 and its relationship with Microsoft Windows Server 2003, Windows SharePoint Services 3.0, and Microsoft SQL Server™ 2000 or Microsoft SQL Server 2005.
Network engineer
The network engineer is typically responsible for deploying hardware and troubleshooting hardware-related network issues. These issues can be related to network topology, routers, switches, Domain Name System (DNS), Dynamic Host Configuration Protocol (DHCP), hardware-based load balancing, or firewalls.
Database administrator
The database administrator is typically responsible for installing and administering the database server or servers. This can include installing and tuning SQL Server, backup and recovery, disk configuration, Storage Area Networks (SANs), and failover clustering.
Office Project Server 2007 deployment specialist
Because an EPM Solution is complex and relies on other Microsoft server-based technologies in addition to project management methodologies, a Project Server deployment specialist is a particularly valuable member of the planning team. Microsoft provides training and certification for deploying Office Project Server 2007. Individuals who have taken this training are aware of the software and hardware implications of deploying Office Project Server 2007 as an EPM Solution.
Application developer
Many organizations use developers to create custom applications that can be integrated with Office Project Server 2007. The application developer must understand the integration points that are available in Office Project Server 2007. For more information about the Project Server Interface, see the Office Project Server 2007 SDK.
Worksheet
Planning team roles and responsibilities (https://go.microsoft.com/fwlink/?LinkId=73260)
Download this book
This topic is included in the following downloadable book for easier reading and printing:
See the full list of available books at Downloadable content for Project Server 2007.