How To Effectively Utilize Project 2010 With SharePoint 2010
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This document summarizes a presentation about effectively utilizing Microsoft Project 2010 with SharePoint 2010. The presentation covers how to create a Microsoft Project plan, build a project management information system (PMIS) in SharePoint, integrate Project with SharePoint, empower collaboration, and build a project dashboard. It discusses challenges like lack of process and collaboration that these tools can address. The presentation demonstrates creating a PMIS and Project plan, showcasing collaboration tools, synchronizing Project with SharePoint, and creating reports and dashboards.
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How To Effectively Utilize Project 2010 With SharePoint 2010
- 1. How To Effectively Utilize Microsoft Project 2010 with SharePoint 2010 Dux Raymond Sy, PMP November 3, 2009 10:00 AM – 11:00 AM (PT)
- 2. Presentation Objectives In this presentation, you will learn how to Effectively create a Microsoft Project Plan Create a SharePoint-based Project Management Information System (PMIS) Integrate Microsoft Project information with SharePoint Empower a project team to collaboratively share relevant information Build a project management dashboard in SharePoint
- 3. Dux Raymond Sy, PMP Managing Partner, Innovative-E, Inc. Author, “SharePoint for Project Management” by O’Reilly Media For more information, connect with Dux E-Mail: [email protected] LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetdux
- 4. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers
- 5. Look Familiar? Courtesy of NicksTrafficTricks.com
- 6. Challenges of Project Management Lack of Standardized Process Poor Communications Inefficient Team Collaboration Ineffective Project Information Management Centralized Repository Traceability Access Privileges Relevance Reporting
- 7. Let’s Get Priorities in Order Tools don’t run projects Relevant project management process Responsible and accountable people Realize that Microsoft Project and SharePoint are tools Relevant project management process is necessary Project definition and initial planning is needed prior to using these tools Project Charter High-level Scope Work Breakdown Structure (WBS)
- 8. Project Management Process Key attributes Defines standard sequential phases of a project Phases are determined by the control requirements of the organization delivering the project Provides uniform methodology for project planning Make the project more measurable and more manageable Key phases in a project management process 1. Define the project 2. Plan the project 3. Get approval/decision to proceed 4. Implement the project plan 5. Close and evaluate the project
- 9. What is Microsoft Project 2010? A project management tool that supports Project Schedule development and management Planning Tracking Resource Management Project Reporting It assumes that you are familiar with a project management process
- 10. What is Microsoft SharePoint 2010? The business collaboration platform for the enterprise and the web Provides collaborative project management tools to Centralize project artifacts Streamline communication Generate relevant reports Interact with other Microsoft tools
- 11. What’s a PMIS? A Project Management Information System (PMIS) is a standardized set of automated project management tools available within the organization and integrated into a system Used by the project management team to Support the generation and maintenance of project artifacts Facilitate communication and feedback Monitor project activities Control project changes Analyze and forecast project performance Contains real-time information essential for initiating, planning, executing, controlling, and closing a project
- 12. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers
- 13. Create PMIS Upon Project Definition Project definition specifies the five w’s of the project and success criteria As soon as a project is defined, create a SharePoint site to serve as the PMIS Central repository for relevant project artifacts Controlled access to stakeholders Ideally, a SharePoint PMIS site template is utilized
- 14. How to Get Started with Project Planning The initial Work Breakdown Structure (WBS) has to be developed prior to utilizing Microsoft Project A WBS is a deliverable based grouping of project tasks An effective way to define and organize all of the work required to complete a project Project Planning 101: http://go.meetdux.com/v3qx
- 15. Create Microsoft Project Plan Once the WBS is created, create Microsoft Project Plan 8 Steps to Microsoft Project Success: http://go.meetdux.com/v3rx
- 16. Interactive Demonstration Creating a SharePoint PMIS and a Microsoft Project Plan
- 17. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers
- 18. Project Collaboration What are typical collaborative activities project team members engage in?
- 19. SharePoint Provides Collaboration Tools Information Management Centralized Storage Version Control Check-in / Check-out Project Activities Requirements Gathering Meetings Documenting Lessons Learned Microsoft Office Integration
- 20. Example: SharePoint Calendar in Outlook
- 21. Interactive Demonstration Showcasing Collaboration Tools in SharePoint
- 22. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers
- 23. What are you tracking? Typical areas that are tracked Schedule Budget Change Project tracking entails Monitoring Analyzing Correcting
- 24. Leveraging Microsoft Project with SharePoint? With Microsoft Project 2010 Schedule can be synched with a SharePoint project task list Custom fields can be synchronized as well This means that Project resources can enter updates in SharePoint Project managers can synchronize updates with Project Custom field information can be used to generate reports Project 2010 Sync with SharePoint: http://bit.ly/YJthK
- 25. Creating Reports or Dashboards Information from the project task list can be displayed in a dashboard through web parts SharePoint 2010 comes with out of the box charting web parts
- 26. Controlling Changes with Workflow Change request forms can be created with custom lists Workflows can be leveraged to facilitate the change control process
- 27. Interactive Demonstration Synchronize Microsoft Project 2010 with SharePoint Create a dashboard Utilize a change control form
- 28. Agenda Is Microsoft Project with SharePoint the Silver Bullet? Effectively Initiating and Planning Projects Facilitating Efficient Team Collaboration Tracking and Reporting Relevant Project Status Questions and Answers
- 29. Questions? E-Mail: [email protected] LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetdux How did you like the presentation? http://sp.meetdux.com/post_feedback.aspx
- 30. Thank You!