User`s Guide - IntelligentBiz

User`s Guide - IntelligentBiz

INTELLIGENTBIZ

Virtual Team Collaboration & Project Management

Volume

1

User’s Guide

I N T E L L I G E N T B I Z

User’s Guide

 The Marx Group

2111 Jeff Davis Hwy • Suite 303N

Arlington • VA 22202

Phone 202.550.0158 • Fax 703.418.0224 [email protected]

www.intelligentbiz.com

Table of Contents

INTRODUCTION TO

INTELLIGENTBIZ.................................. 1

Team Collaboration Services ............... 2

VIRTUAL TEAM COLLABORATION 3

S

HARE

P

OINT

T

EAM

S

ERVICES

C

ONCEPT

.. 3

H

OME

P

AGE

– W

INDOW TO

I

NTELLIGENT

B

IZ

S

ERVICES

...................... 5

C

OMMUNICATING

W

ITH THE

P

ROJECT

T

EAM

........................................................ 6

Team Notices & Announcements .......... 6

Events & Calendars.............................. 6

Contacts................................................ 7

Discussion Boards ................................ 7

Surveys & Polls .................................... 8

Sharing Documents............................... 9

Subscribing for Instant Notices .......... 10

T

ASK

A

SSIGNMENTS

& P

ROGRESS

R

EPORTING

............................................. 10

D

OCUMENT

M

ANAGEMENT

.................... 11

Version Control .................................. 11

Using Web Discussions for Document

Review ................................................ 12

S

ITE

M

ANAGEMENT

................................ 12

Roles and Rights ................................. 12

Permissions......................................... 13

Invitations........................................... 15

Site Settings ........................................ 15

VIRTUAL PROJECT MANAGEMENT

.................................................................. 17

U

SING

M

ICROSOFT

P

ROJECT

2000/2002. 18

U

SING

I

NTELLIGENT

B

IZ

S

IMPLIFIED

S

ERVICES

................................................ 19

U

SING

M

ICROSOFT

P

ROJECT

S

ERVER

2002

............................................................... 20

PROVISIONING & SET UP ................. 21

G

ENERAL

A

CCOUNT

I

NFORMATION

........ 21

V

IRTUAL

T

EAM

C

OLLABORATION

S

ERVICES

................................................ 22

V

IRTUAL

P

ROJECT

M

ANAGEMENT

.......... 22

TECHNICAL SUPPORT....................... 23

Chapter

1

Introduction to IntelligentBiz

IntelligentBiz Virtual Team Collaboration & Project Management Brings

Enterprise-Level Tools to the Small Project Team – and Across Multi-

Company Environments

I ntelligentBiz provides a full range of online tools for project collaboration, management and reporting -- as an application service. IntelligentBiz is the ideal solution for virtual team collaboration and project management for:

• Multiple company project teams

• Design teams

• Short-duration projects

• Government project reporting

• Proposal teams

• Collaboration between project teams and customers

• Small business project teams

Your project team will be assigned a unique, secure TCP/IP address that may be accessed by project team members from anywhere using an Internet Explorer or compatible browser. No hardware or special software is required. Your project site provides multi-level access protected by permissions that are individually assigned to team members.

Team members can select from a wide range of pre-set databases and users lists, and modify or add to them "on-the-fly" as project needs change. Team members who

"subscribe" to various lists and databases receive email notification whenever changes occur. For example, when the next draft version of a project report is posted to the project report document library, team members are automatically notified by email to review the document.

Standardized applications and reporting schemes provide seamless integration with team members in other companies. Document management is compatible with all standard office applications. Integrated help and tutorials make getting started easy, and

1

the IntelligentBiz’ intuitive user interface means project team members need no training to use common features.

IntelligentBiz Services

Virtual Team Collaboration tools and databases with an intuitive browserbased, user-friendly interface - no training required

Virtual Project Management & Reporting tools with intuitive browser-based, friendly interface - no training required

Process and Management tools

Multi-media presentation services

IntelligentBiz can be provisioned and ready in just a few hours and maintained for a month or more, a year, or until your project is completed. IntelligentBiz uses Microsoft SharePoint Team Services™, Project 2002™, and Project Server 2002™ which are tailored for IntelligentBiz services, providing standardized databases that can be migrated to enterprise networks if desired.

Team Collaboration Services

IntelligentBiz team collaboration services include:

Email notice to team members of project announcements

Project calendars and event lists

Task assignment and management

Shared document libraries with version control

Contact lists

Project reporting

Links to project tools and information sources

Email notice of changes to any project data (selectable)

Instant survey or polling of team members

Team discussions of general topics or documents

You can learn more by viewing our demonstration site at www.intelligentbiz.net

2

T E A M C O L L A B O R A T I O N

Chapter

2

Virtual Team Collaboration

IntelligentBiz Virtual Team Collaboration Services employ Microsoft

SharePoint Team Services™ running on IntelligentBiz secure dedicated servers. Additional unique services are linked from the Project Team home page – providing a central point for all interactions.

I ntelligentBiz Virtual Team Collaboration Services are based on Microsoft Share-

Point Team Services™. This exceptionally versatile online application is supplemented by IntelligentBiz proprietary online tools that are accessed through

SharePoint Team Services™. It is important for users to understand the basics of

SharePoint Team Services™.

SharePoint Team Services Concept

The core of SharePoint Team Services™ is a collection of databases which can be modified (and additional databases added) by the user in real-time to tailor them to project requirements – all within a simple browser interface. These databases appear to the user as lists that show the contents of the database. Users don’t have to know anything about databases to use these powerful features – just point and click to view or add items to lists (and underlying databases). Examples of lists and underlying databases include:

Team notices & announcements

Events & calendars

Tasks & assignments

Document libraries and folders

The second major feature of SharePoint Team Services™ is the embedded applica-

tions that permit users to perform a wide range of collaborative activities. Examples of applications and operations include:

Document control

Discussion boards

Automatic change notification by email

The third feature is site settings that control how the site is used and who may use various functions. Examples of site administration include:

Adding users through “invitations”

Assignment of user privileges

Tailoring the look and content of pages

A project site may be set for closed access requiring every user to enter a password to reach the home page, or anonymous access where unregistered users may have a range of access from full access to limited view and read-only browsing of selected pages.

VIRTUAL TEAM COLLABORATION SERVICES

Database

Applications

Other

Databases

Tasks

Database

Contacts

Database Schedule

Database

Document

Libraries

How it works

User

Web Brow ser

User

Applications

Links to Other

Applications

Contacts

List

Ev ents

List

Tasks

List

Documents

List

Document

Folders

In the following sections we describe these features in more detail.

4

Home Page – Window to IntelligentBiz Services

The project home page is the central access point to all Virtual Team Collaboration

Services. The layout and content of this page can be tailored by the project manager to meet project needs. It includes the main menu, Quick Launch menu and a summary of the content of lists that are selected for display. An important feature is the identification of new or changed information by the !New logo. A typical home page is displayed in the accompanying Figure.

5

Communicating With the Project Team

IntelligentBiz Virtual Team Collaboration Services provides a variety of flexible and user-tailored ways for team members to communication.

Team notices & announcements

Events & calendars

Contacts

Discussion boards

Surveys & polls

Document sharing

Automatic email notification of changes or updates to any of the above, through user-selected subscriber services.

Team Notices & Announcements

Communication is the key to effective team collaboration. Team Notices & Announcements provides a simple way for the project manager (or any team member if authorized your administrator) to broadcast announcements or notices to all team members. An automatic email alerts team members of new notices or announcements.

Large project teams that are further divided into task teams may establish separate

Team Notices and Announcements for each task team.

A summary of a notice can be added to the home page. Clicking on the summary entry will provide additional details.

Most Used Commands

Team Notices > New Item Add a new item

Team Notices > Filter Limit the displayed information based on criteria you specify

Team Notices > Export Initially downloads an Excel web query file that permits automatic updating of the spreadsheet from the project web every time the

Excel file is opened

Team Notices > Subscribe Sets email notification of new or changed notices

Team Notices > Modify

Settings and Columns

Changes the properties of the list, including name, description, columns, views and other settings

Events & Calendars

Maintaining a project calendar is simple with IntelligentBiz. Everyone has visibility into coming events and an overview of interrelated activities. Team members can enter new events and all team members are instantly notified of the new or changed activity.

Team members can choose from two views: the Events List and the Calendar View.

6

IntelligentBiz project calendars can also be integrated with team member's Microsoft

Outlook calendar with a single click.

Events > New Item

Events > Filter

Events > Export

Events > Subscribe

Events > Modify Settings and Columns

Most Used Commands

Add a new item

Limit the displayed information based on criteria you specify

Initially downloads an Excel web query file that permits automatic updating of the spreadsheet from the project web every time the

Excel file is opened

Sets email notification of new or changed notices

Changes the properties of the list, including name, description, columns, views and other settings

Contacts

Up to date, accurate contact information is critical to project collaboration. Team members can add or update contact information by uploading from Microsoft Outlook or compatible contacts lists, or enter information manually. If you need to send an email to a team member - just click on their contact listing and your email application will open already properly addressed. Using IntelligentBiz, you don't have to maintain a separate project contact list, we do it for you.

Contacts > New Item

Contacts > Filter

Contacts > Export

Contacts > Subscribe

Contacts > Modify Settings and Columns

Most Used Commands

Add a new item

Limit the displayed information based on criteria you specify

Initially downloads an Excel web query file that permits automatic updating of the spreadsheet from the project web every time the Excel file is opened

Sets email notification of new or changed notices

Changes the properties of the list, including name, description, columns, views and other settings

Discussion Boards

Team Discussions is a powerful discussion application that permits team members to exchange ideas, comment on activities or provide comments on documents. You can create as many discussion boards as you like. Each board can accommodate an almost unlimited number of threads and messages. You can sort and present messages any way you like, and purge old messages automatically. Any team member may begin a new discussion topic. Subscribers are notified by email when discussion topics are updated.

7

Team discussions work at any level of your project, from the overall project, to coordination between two individual contributors.

Discussion Boards > New Discussion

Discussion Boards > Filter

Most Used Commands

Initiate discussion on a new topic

Limit the displayed messages based on criteria you specify

Discussion Boards > Subscribe Sets email notification of new or changes to discussion topics

Click any entry to display details Discussion Boards > Subject Titles

Discussion Boards > Subject,

Modified By, & Modified

Discussion Boards > selected

discussion > Reply

Discussion Boards > selected

discussion > Edit Item

Discussion Boards > selected

discussion > Delete Item

Click on column heading to sort the display on that column

Create a new message that responds to the current one

Modify the current message

Delete the current message (permission required)

Discussion Boards > Modify Settings and Columns

Changes the properties of the discussion board: name, description, columns, views and other settings

Surveys & Polls

If you need to quickly get answers from all team members, quickly post a poll or survey - one question or dozens of questions. Team members are instantly notified by email to respond to the poll or survey. Get graphical results (e.g. bar, pie or other charts) to yes-no or multiple choice questions automatically. Send results to team members. A great way to collect information, opinions or answers to action items.

There are four basic steps:

Decide what questions to ask

Construct a form for team members to enter data

Publish the survey or poll for response

Analyze results

8

To begin select Create > Survey and enter the following information:

Name

Next >

Question & type

OK >

Subscribe >

Enter Initial Data to Create a Survey

Give the survey or poll a name

Description

Display This Survey On The

Quick Launch Bar?

Explain the purpose (optional)

Select yes or no

Show Username in Survey

Results?

Yes, if you want respondent identified, No to keep names private

Allow Multiple Responses? Yes, to allow the same person to respond multiple times, No to restrict to one response

Moves to Create New Question page

Enter question, type (text, choice, yes/no, etc) and settings

Moves to Status/Assessment page

Show A Graphical Summary

>

Show All Responses

If you want email notice whenever someone completes a survey or poll

Display graphical summary of responses (choice, yes/no questions)

Display all responses including text/narrative responses

Sharing Documents

Document sharing is accomplished by uploading, downloading or accessing documents placed in document libraries. A central library can be established (shared documents by default) or a nearly infinite number of hierarchical libraries and folders may be used, similar to a Windows™ file structure. Creating new libraries and folders “on-the-fly” provides great flexibility. Learn more about document management later in this chapter.

How Document Libraries Work

There are three main components:

Folders – where all documents reside (the default folder is Shared Documents)

Lists - database tables – that record additional information about each document in the library

A series of web pages that update the document library, perform queries, etc.

A document library or folder includes a menu for selecting views: All Documents or Folder View (similar to Windows™ folder view). You can create additional views using the Modify Settings & Col-

umns.

9

Search Documents >

New Document >

Upload Document >

Filter

Subscribe >

Send For Review >

Discuss >

Edit In >

Most Used Commands

Locate documents containing a selected word or phrase

Begin editing a new document you plan to store in this library (uses Word as default)

Displays Upload Document page

Limits document list based on criteria you select

Request email notification whenever a team member changes the content of a document or folder

Send email to anyone you specify asking them to review the document

Open the current document for review and annotation

Start application associated with document (e.g. Word)

Modify Settings & Columns > Modify name of library, its assigned template, etc. Select optional fields like product version, document version, customer, modified by, etc.

Subscribing for Instant Notices

IntelligentBiz SharePoint Team Services™ provides for automatic email notification of new entries or changes to nearly every list, database or document. Team members may subscribe to those databases they wish to monitor, or which are pre-set by the system administrator during account set up.

Select Subscribe on any page to display the New Subscription page, then enter your subscription information: notification criteria, email address, etc.

Task Assignments & Progress Reporting

IntelligentBiz Tasks & Assignments uses the lists and databases functions to provide a convenient method for reviewing active tasks, and a means for assigning new tasks to team members. Users may add a new task and assign it to a team member or members, and they will be notified by email. Team members may also use this function to review progress on tasks.

10

Tasks > New Item

Tasks > Filter

Tasks > Export

Tasks > Subscribe

Tasks > Modify Settings and

Columns

Most Used Commands

Add a new item

Limit the displayed information based on criteria you specify

Initially downloads an Excel web query file that permits automatic updating of the spreadsheet from the project web every time the Excel file is opened

Sets email notification of new or changed notices

Changes the properties of the list, including name, description, columns, views and other settings

Document Management

Document Management is IntelligentBiz strong suite. The IntelligentBiz document libraries provide start-up libraries into which files can be uploaded, stored and downloaded. By default, files include filename, author, reviewers and last modified date, but additional parameters can be set by the administrator. Team members may create new documents, and new folders on-the-fly providing versatility in document management.

The most powerful features of SharePoint Team Services™ are fully integrated with

Microsoft Office XP. However, project teams may select any office application standard for document exchange, or may upload documents in HTML format to permit users to review and edit using a browser.

Version Control

Microsoft has closely integrated SharePoint Team Services™ with Microsoft Office

XP or Microsoft Word 2002, PowerPoint 2002, Ac-

Files created and edited with older

Microsoft or non-Microsoft applications must download files for review using their embedded version control tools (such as tracked changes in Microsoft Word), or by renaming files using an acceptable scheme. cess 2002 or Excel 2002. Users of these applications may open and review documents within the Document Management system without downloading using an integrated document check in – check out system. This assures that other team members cannot access the file at the same time, providing automatic version control. While this provides an excellent sequential approach for document review, it may be considered a disadvantage when reviews must occur in parallel due to time constraints, such as shortduration proposal work. For parallel reviews it is better to use the track changes and comments tools embedded in Office XP (and earlier versions of Office) and similar applications.

11

As a third alternative, files may be saved and uploaded in HTML format and reviewed and edited in the user's browser directly in the site.

Search Documents >

New Document >

Upload Document >

Filter

Subscribe >

Send For Review >

Discuss >

Edit In >

Most Used Commands

Locate documents containing a selected word or phrase

Begin editing a new document you plan to store in this library (uses Word as default)

Displays Upload Document page

Limits document list based on criteria you select

Request email notification whenever a team member changes the content of a document or folder

Send email to anyone you specify asking them to review the document

Open the current document for review and annotation

Start application associated with document (e.g. Word)

Modify Settings & Columns > Modify name of library, its assigned template, etc. Select optional fields like product version, document version, customer, modified by, etc.

Using Web Discussions for Document Review

Web Discussions provide a way to add comments (“sticky notes”) to a document and share those notes with team members – without making changes to the document.

SharePoint Team Services™ supports web discussions. Refer to the HELP section of your project site for instructions on how to use this feature. Web discussions should not be confused with Discussion Boards discussed elsewhere.

Site Management

Roles and Rights

When you join an IntelligentBiz Virtual Team Collaboration Services project website, you are assigned rights. By default, rights are organized in the following roles, where each role includes the rights of the role that precedes it:

12

Roles & Rights

Browser - View lists, document libraries, and discussion boards in the team website

Contributor - View lists, document libraries, and discussion boards in the team website

- Participate in discussions

- Subscribe

Author - View lists, document libraries, and discussion boards in the team website

- Participate in discussions

- Subscribe

- Add, edit, and delete items in lists

- Add, edit, and delete files in document libraries

- Respond to surveys

Advanced

Author

- View lists, document libraries, and discussion boards in the team website

- Participate in discussions

- Subscribe

- Add, edit, and delete items in lists

- Add, edit, and delete files in document libraries

- Respond to surveys

- Create, modify, and remove lists, document libraries, discussion boards, and surveys

Administrator - View lists, document libraries, and discussion boards in the team Website

- Participate in discussions

- Subscribe

- Add, edit, and delete items in lists

- Add, edit, and delete files in document libraries

- Respond to surveys

- Create, modify, and remove lists, document libraries, discussion boards, and surveys

- Modify a team Website using a SharePoint Team Services-compatible - - web page editor, such as Microsoft FrontPage

- Create, rename, and remove team Website

- Add new users

- Configure roles and rights

The rights are hierarchical, e.g. if you have the right to create document libraries, you also have the right to add files to document libraries.

The administrator of your team website can organize the rights into different roles or create new roles to organize rights in a customized manner.

Permissions

You may change permission settings for a list, document library, discussion board, or survey. When you create a list, document library, discussion board, or survey, you have control over the access to the information. You can control which items team mem-

13

bers can read or edit, and whether or not they can change the design of the list, document library, discussion board, or survey.

The following permission settings apply to team members who have explicit site-wide permission to read or edit content. If your website can be accessed anonymously, these settings apply to anonymous users only if you grant them rights greater than the

Browser role. Users with Administrator role can read and edit all content, regardless of the permission settings of a particular list, document library, or survey. Some examples follow.

Events & Calendars - If you are managing a schedule for a project, you might want to be the only one who can add or edit items, although you would want all team members to be able to view all the items. The security settings for such an events list would be: o Read access: All items o Edit access: None o Design access: Only the creator of this list

Contacts - In a list of contacts, you might want all team members to be able to read and update all the items. The security settings for such a list would be: o Read access: All items o Edit access: All items o Design access: Only the creator of this list

Discussion Boards - In a discussion board, you probably want all team members to be able to read all the comments, but you don't want them to be able to edit each other's comments. The security settings for such a discussion board would be: o Read access: All items o Edit access: Only their own o Design access: Only the creator

Document Library - In a document library, you might want team members to be able to add their own custom properties so that they can store information that you hadn't anticipated when you created the document library. The security setting for such a document library would be: o Design access: Everyone

Team members must have the Advanced Author role or higher to modify the design of a list, document library, discussion board, or survey.

14

Permissions are hierarchical. That is, if you give team members permission to edit all items, you have also given them permission to read all items. Similarly, if you give all team members permission to modify columns and views, you have given them permission to read and edit all items.

Setting or Modifying Permissions

Go to the Customize page for the list, document library, discussion board, or survey.

On the top link bar, click Lists to go to a list or survey, click Documents to go to a document library, or click Discussion Boards to go to a discussion board.

Click the name of the component that you want to change permissions for.

On the page where the component is displayed, click Modify settings and columns.

Note If the page displays a survey, click Modify survey and questions.

On the Customize page, click Change general settings.

In the Security section for the list, document library, discussion board, or survey, specify permissions.

Note In a document library, the only permission setting you can make is for design access.

At the bottom of the page, click OK.

Invitations

During initial provisioning and account setup, one or more project team members are given initial usernames and passwords and are assigned permission levels (typically the project manager and perhaps an administrator). Additional members are added by using the Send An Invitation command. This will run a wizard that gives team members access to the IntelligentBiz Virtual Team Collaboration site and send them an email describing the website and invites them to participate.

Site Settings

SharePoint Team Services™ configurations are extremely flexible. Modification of the site is determined by permission level.

15

Change Site Name & Description >

Customize Home Page >

Most Used Commands

Self explanatory

Manage Users >

Edit My Information >

View My Information

Modify Site Content

Permits selecting items and their positions on the home page

Add, remove or change the roles of users

Displays personal settings: name, email address, password, subscriptions, etc.

Display a list of users

Customize site content

16

P R O V I S I O N I N G & S E T U P

Chapter

3

Virtual Project Management

There are two important aspects of IntelligentBiz Virtual Project Management Services – technical management and schedule-cost management.

M anagement of a typical project involves a tremendous number of activities that must be coordinated between the technical staff that will perform the various tasks and the managers who will be concerned about overall performance, schedule and cost. In many instances your customer may also be involved. The strength of IntelligentBiz lies in our ability to facilitate activities across all aspects of a project. We show how our tools are typically applied in the following table.

Activity SharePoint

Team Services

Project

2000/

2002

Project

2002

Server

Simplified

Services

Project Planning

Requirements analysis

Project definition & objectives

Project methodology

Detailed task definition

Deliverables definition

Create work breakdown structures (WBS)

Resource requirements & staffing

Dynamic resource allocation/optimization

Modeling & scenario analysis

Critical path analysis

Interactive project planning help

Gantt charts

Project calendars ;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

Activity SharePoint

Team Services

Project

2000/

2002

Project

2002

Server

Simplified

Services

Project Operations

Task worksheets

Resource availability

Resource assignment

Work calendars

Dynamic resource allocation

Team collaboration

Document reviews

Report generation

Progress reviews

Deliverable reviews

Tracking & Reporting – Cost & Schedule

Project progress analysis

Schedule reporting - Gantt charts

Labor hour tracking

Materials tracking

Cost reporting

Task manager and user access to MS Project capabilities

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

;

When to select what services? The complexity of your project, the number of team members and their locations, the number of companies involved, the level of cost and schedule reporting required, the level of access to detailed financial reporting data, etc., all have an impact on the best selection. In the following paragraphs we provide thoughts on selecting the services you require.

Using Microsoft Project 2000/2002

Microsoft Project is our recommended tool for Virtual Project Management – with its powerful planning, analysis and reporting tools. However, the level at which it is deployed is determined primarily by the management reporting requirements of the project.

A single Microsoft Project user (typically the project manager or appointed administrator or both) is adequate for many projects for project planning and schedule tracking.

Inputs can be imported into Microsoft Project from documents uploaded to the Virtual Team Collaboration website by team members, and reports can be exported to the website for review and progress reporting. When a single focal point exists for project

18

planning, and schedule and cost reporting this approach is more than adequate – and simplifies training in that only the project manager (or appointed administrator or both) has to have working knowledge of Microsoft Project. Familiarity with Microsoft

Project is an important issue for some companies – few companies have “power” users who can be assigned to projects. Simple labor hour and materials tracking and reporting can be accomplished with IntelligentBiz Simplified Services and input to Microsoft Project (and distributed to team

Not a Microsoft Project Expert?

IntelligentBiz can provide project planning and/or tracking and reporting services if you choose, or set up and transition services to your project team – giving you a way for rapid project start-up using the powerful tools in Project. member companies) without the complexity of Project Server nor the costs of Project Client Access Licenses.

On the other hand, should your project be complex and require close coordination by various managers through multiple Microsoft Project user installations, it is better to employ Microsoft Project Server 2002 to provide a central Project Server database for schedule and resource tracking.

Using IntelligentBiz Simplified Services

IntelligentBiz recognizes the difficulty of collecting labor and materials expenditures for a project team that spans multiple companies with separate financial reporting systems. Our Simplified Services provide a simple solution for capturing resource consumption (timecard and materials), and reporting. – using the Virtual Team Collaboration website.

USING INTELLIGENTBIZ SIMPLIFIED SERVICES

Virtual Team

Collaboration

Services

IntelligentBiz

Simplified

Services

Full Report

Publishing Capabilities

of MS Project

How it Works

Resource &

Financial

Inputs

Resource &

Financial

Reports

User

Web Brow ser

50 Users

Task Manager

Web Brow ser

19

5 Users

Proj ect

Manager

MS Project

1-2 Users

Additionally, Simplified Services are extremely versatile – offering many options for tailoring, e.g. direct file transfer to your corporate financial management system, etc.

Using Microsoft Project Server 2002

Microsoft Project Server 2002 is required for providing real-time access to the Microsoft Project databases by multiple users.

USING MICROSOFT PROJECT SERVER SERVICES FOR

ENHANCED USER ANALYSIS & REPORTING CAPABILITIES

Virtual Team

Collaboration

Services

MS Project

Server Client

Access License

MS Project

Server 2002

How it works

Resource &

Financial

Inputs

Resource &

Financial

Reports

MS Project

Server Client

Access License

MS Project

User License

User

Enhanced Analysis &

Reporting Capabilities

Team User

Web Brow ser

Task Manager

Web Brow ser

Proj ect

Manager

MS Proj ect

50 Users 15 Users 1-2 Users

This deployment requires Server Access Client Licenses for each user along with a Project Server license.

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Chapter

4

Provisioning & Set Up

This chapter provides instructions and checklists for provision and set up of IntelligentBiz services.

A

key advantage of IntelligentBiz is the rapid provisioning and setup of services

– just a few hours for Virtual Team Collaboration Services, and as little as a day for Microsoft Project Server and IntelligentBiz Simplified Services.

In the following sections we provide the worksheets for provisioning and setting up your IntelligentBiz services.

General Account Information

Company name

Company address

Account manager

Telephone

Telefax

Email

Method of payment

General Account Worksheet

‰ Purchase order ‰ Credit card ‰ Check

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Virtual Team Collaboration Services

The following information is required for initial provisioning and set up of services

Services Worksheet

Maximum number of users

Expected period of operation

Preferred site name yourpreferredsitename (TCP/IP sub address)

Preferred proper name

Project manager information:

Your Company XYZ Project Team Website

Project manager name

Preferred username

Initial password

Email address

Telephone

John Doe johndoe fastdeer105 [email protected]

Virtual Project Management

Number of MS Project users

Services Worksheet

Expected period of operation

IntelligentBiz Simplified Services users

Project Server 2002 users

First MS Project setup by IntelligentBiz

‰

Yes

MS Project operations by IntelligentBiz ‰ Yes

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Technical Support

IntelligentBiz has made every effort to provide simple, trouble-free services.

I ntelligentBiz technical services are shown in the accompanying table.

Technical Services

Website hosting and network administrator Available 24/7 See IntelligentBiz.com website

Virtual Team Collaboration and Project

Management help desk

Project management system consulting services

Microsoft Project Setup or Training

9:00am-5:00pm weekdays. See Intelligent-

Biz.com website

Available. See IntelligentBiz.com website

Available. See IntelligentBiz.com website

Chapter

6

23

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