Project Portfolio Server 2007 to

Project Server 2010 Paths and

Considerations
Considerations
Migration Questions
Do you plan to migrate
Yes
from Project Portfolio
Server 2007 to Project
Server 2010?
What would be lost in an What will be in Project 2010?
“Upgrade and Archive”?
· Business drivers
· Financial Management
· Driver prioritization
Migrate, Partner &
Archive
· APM
· Optimizer
Does Project Server 2010 Select partner add-on · Surveys
· Planner
meet all mandatory No
requirements out-of-box?
solutions, configure
Project Server 2010 & · Change requests
· PDP infrastructure
migrate data · Benefits tracking · Workflow
Yes
·
Programs (initiation and selection at · Security @ the organizational level
No the program level)
· Provide UI filtering
Migrate & Archive
· Audit log
· Organizations (aka departments
Maintain
Configure Project · User-defined workflow in 2010)
Continue using Project
Portfolio Server 2007 Server 2010 & migrate
data

Note: Customers can integrate Project Potential

Portolio Server 2007 with Project Server Migration
2010 to improve execution (via Project
Portfolio Server Gateway) Approaches

Potential migration approaches from Project Portfolio Server 2007 to Project Server 2010

Upgrade and Upgrade occurs on the same farm, Project Server 2010 takes the
archive place of Project Portfolio Server 2007 and data is archived.
· A complete upgrade or migration to Project Server 2010.

Project Server 2007 and Project Server 2010 · Project Portfolio Server 2007 will be maintained only for historical data and will not be actively used for any new portfolio/project management.
Project Portfolio Server 2007
Upgrade existing All portfolio management will be done in Project Server 2010.
·
Project Server to
Project Server As time goes on and the portfolio data in Project Portfolio Server 2007 is less valuable, it will be decommissioned.
2010
Archive Project
Portfolio Server
2007 data

Migrate, maintain, maximize Upgrade occurs on the same computer on which Project Server 2007
is installed.
Project Server 2007 and
Project Portfolio Server Project Server 2010 Project Portfolio
2007 farm Server 2007

· Continue using Project Portfolio Server 2007 with Project Server 2010 by using the gateway. Microsoft is ensuring the gateway will continue to work with Project Server 2010.

Upgrade existing Maintain Project · Users will not use the Project Server 2010 portfolio functionality and will use Project Server 2010 much like Project Server 2007 and get the benefits of other product features.

·
Project Server to Portfolio Server
Project Server
2010
2007 using Project Portfolio Server 2007 will continue to be actively maintained and managed.
gateway

Migrate and partner Project Server 2010 is adopted. However, to regain full functionality,
third-party applications will be required.

Project Server 2007 and

Project Portfolio Server 2007
Upgrade existing
Project Server 2010
· Deploy Project Server 2010 with third-party plug-in supplementing the Project Portfolio Server functionality desired by an organization.

·
Project Server to
Project Server Project Portfolio Server 2007 projects will be moved to Project Server 2010 and data will be moved to the third-party plug-in.
2010
Archive Project
Portfolio Server
2007 data
· Going forward, only Project 2010 will be used.

Financial management APM Surveys Change requests Benefits tracking

Programs Audit log User-defined workflow

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