Portfolio Server migration guide (white paper)


Applies to: Project Server 2010

Topic Last Modified: 2011-08-05

The Microsoft Enterprise Project Management (EPM) Solution 2007 solution consisted of two server products: Microsoft Office Project Server 2007 and Microsoft Office Project Portfolio Server 2007.

The primary goal of Office Project Server 2007 is to enable day-to-day project management, and therefore most Office Project Server 2007 users are project managers and their project resources (Team Members, etc.). Microsoft Office Project Portfolio Server 2007 allows for Portfolio Strategy, Prioritization, and Optimization, and therefore the typical Portfolio Server users are project-management officers and company executives. Office Project Server 2007 and Office Project Portfolio Server 2007 are able to exchange data by using the Project Server Gateway.

In Microsoft Project 2010, the best-in-class portfolio management techniques from Microsoft Office Project Portfolio Server 2007 are incorporated into Project Server 2010. Together, they provide a single-server platform with end-to-end Project Portfolio Management capabilities to support strategic planning and project execution. The unified solution helps organizations achieve the following business goals:

  • Simplify Project Initiation and Business Case Development   Project Server 2010 streamlines and centralizes project capture and initiation with a new Demand Management module, and it provides customizable governance workflows to ensure that projects are guided by the appropriate controls throughout their life cycles.

  • Select Project Portfolios That Align with Strategic Priorities   Project Server 2010 helps organizations select projects that align with their business priorities by providing techniques to objectively prioritize business strategy, score competing projects, and run what-if analyses under diverse budgetary constraints.

  • Maximize Resource Utilization and Control   The new capacity-planning module in Project Server 2010 helps analysts effectively manage resources by proactively identifying surpluses and deficits and rescheduling proposed projects to maximize available resources.

This document is intended for both IT Professionals and business users who use Microsoft Office Project Portfolio Server 2007 today and are considering an upgrade to Project Server 2010. This document outlines the various approaches and points out the useful resources in this area.

Download as a PDF file (.pdf) file https://go.microsoft.com/fwlink/p/?LinkId=197180 (1.5 MB)