Category Archives: Workflow

It’s Like Wine and Cheese (Part 1)

Posted on February 7, 2013 by

That last post, Your Schedule is Totally Mental, prompted long time reader and occasional drinking buddy Magnus to chime in with two excellent questions: Do you also think that all schedules can or should follow the *same* (arcane or standardized, … Continue reading →

Posted in Portfolio Management, Scheduling, Workflow | Leave a comment

EPM Bingo, or A Structured Approach to PPM Analysis

Posted on January 16, 2013 by

One of my colleagues used to explain to me that there are three kinds of people that attend any meeting: There are those who feel an emotional need to share how they’re feeling about the topic. There are those who … Continue reading →

Posted in BI, Portfolio Management, Reporting, Workflow | Leave a comment

Reporting on Workflow Approval Status with PowerPivot

Posted on September 26, 2012 by

Playing with workflow a bit this month, and trying to come up with an easy way to develop a report on workflow tasks.  Now, if you’ve used workflow in Project Server, you know that the tasks are stored in the … Continue reading →

Posted in Reporting, Workflow | Tagged | Leave a comment

A Simple Archive Workflow Example

Posted on September 13, 2012 by

It’s a workflow kind of month, and I figured I’d post this quick article on how to leverage UMT’s Project Essentials 2012 with Project Server 2010 to generate a no-code archive process. In this case, the goal is to close … Continue reading →

Posted in Admin, Project Essentials, Workflow, Workflow Designer | 2 Comments

Project 2013 On-Premises: The Missing Settings

Posted on September 6, 2012 by

For those of you just dipping your toes into the new world of Project Server, you might have noticed some key settings that are now missing from the main Server Settings screen. The first thing you may notice are all … Continue reading →

Posted in Admin, Security, Workflow | 2 Comments

Project Management Systems vs. Accounting Systems

Posted on August 28, 2012 by

As many of you are aware, UMT has long been in the project financial governance space, and for the last several years has been proud to offer a tool that brings financial governance into the project portfolio management fold. Often, … Continue reading →

Posted in Portfolio Management, Project Essentials, Workflow | 1 Comment

Bringing Workflow Tasks to the PDP

Posted on August 21, 2012 by

Well, it’s been quite a summer this year.  Had a great vacation, started an exciting project, and everything was going gangbusters until my left knee unilaterally declared a work stoppage and decided to go on strike until further notice.  (No … Continue reading →

Posted in PDP, Workflow | Leave a comment