Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success
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This document discusses how to effectively leverage Microsoft Project 2010 and SharePoint 2010 for project management success. It provides an overview of how to create a Microsoft Project plan, build a project management information system (PMIS) in SharePoint, and integrate Project information with SharePoint. Key points include: - Creating a Project plan in Microsoft Project once the work breakdown structure is developed - Establishing a SharePoint site upon project definition to serve as the centralized PMIS - Using SharePoint's tools to facilitate collaboration, tracking project status, and reporting through dashboards and synchronized data with Project
Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success
- 1. Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management SuccessDux Raymond Sy, PMPWatch Recorded Screencasthttp://www.vimeo.com/14987791
- 2. Presentation ObjectivesIn this presentation, you will learn how toEffectively create a Microsoft Project PlanCreate a SharePoint-based Project Management Information System (PMIS)Integrate Microsoft Project information with SharePointEmpower a project team to collaboratively share relevant informationBuild a project management dashboard in SharePoint
- 3. Dux Raymond Sy, PMPManaging Partner, Innovative-E, Inc.Author, “SharePoint for Project Management” by O’Reilly MediaFor more information, connect with Dux
- 7. Blog: meetdux.comAgendaIs Microsoft Project with SharePoint the Silver Bullet?Effectively Initiating and Planning ProjectsFacilitating Efficient Team CollaborationTracking and Reporting Relevant Project StatusQuestions and Answers
- 8. Look Familiar?Courtesy of NicksTrafficTricks.com
- 9. Let’s Get Priorities in OrderTools don’t run projectsRelevant project management processResponsible and accountable peopleRealize that Microsoft Project and SharePoint are toolsRelevant project management process is necessaryProject definition and initial planning is needed prior to using these toolsProject CharterHigh-level ScopeWork Breakdown Structure (WBS)
- 10. What is Microsoft Project 2010?A project management tool that supportsProject Schedule development and managementPlanningTrackingResource ManagementProject ReportingIt assumes that youare familiar with aproject managementprocess
- 11. What is Microsoft SharePoint 2010?The business collaboration platform for the enterprise and the webProvides collaborative project management tools toCentralize project artifactsStreamline communicationGenerate relevant reportsInteract with other Microsofttools
- 12. 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 toSupport the generation and maintenance of project artifactsFacilitate communication and feedbackMonitor project activitiesControl project changesAnalyze and forecast project performanceContains real-time information essential for initiating, planning, executing, controlling, and closing a project
- 13. AgendaIs Microsoft Project with SharePoint the Silver Bullet?Effectively Initiating and Planning ProjectsFacilitating Efficient Team CollaborationTracking and Reporting Relevant Project StatusQuestions and Answers
- 14. Create PMIS Upon Project DefinitionProject definition specifies the five w’s of the project and success criteriaAs soon as a project is defined, create a SharePoint site to serve as the PMISCentral repository for relevant project artifactsControlled access to stakeholdersIdeally, a SharePoint PMIS site template is utilized
- 15. How to Get Started with Project PlanningThe initial Work Breakdown Structure (WBS) has to be developed prior to utilizing Microsoft ProjectA WBS is a deliverable based grouping of project tasksAn effective way to define and organize all of the work required to complete a projectProject Planning 101: http://go.meetdux.com/v3qx
- 16. Create Microsoft Project PlanOnce the WBS is created, create Microsoft Project PlanWatch: Effectively Planning, Tracking & Controlling Projects with Microsoft Project 2010 http://bit.ly/aB9vEi
- 17. Interactive DemonstrationCreating a SharePoint PMIS and a Microsoft Project Plan
- 18. AgendaIs Microsoft Project with SharePoint the Silver Bullet?Effectively Initiating and Planning ProjectsFacilitating Efficient Team CollaborationTracking and Reporting Relevant Project StatusQuestions and Answers
- 19. Project Collaboration What are typical collaborative activities project team members engage in?
- 20. SharePoint Provides Collaboration ToolsInformation ManagementCentralized StorageVersion ControlCheck-in / Check-outProject ActivitiesRequirements GatheringMeetingsDocumenting Lessons LearnedMicrosoft Office Integration
- 21. Example: SharePoint Calendar in Outlook
- 22. Interactive DemonstrationShowcasing Collaboration Tools in SharePoint
- 23. AgendaIs Microsoft Project with SharePoint the Silver Bullet?Effectively Initiating and Planning ProjectsFacilitating Efficient Team CollaborationTracking and Reporting Relevant Project StatusQuestions and Answers
- 24. What are you tracking?Typical areas that are trackedScheduleBudgetChangeProject tracking entailsMonitoringAnalyzingCorrecting
- 25. Leveraging Microsoft Project with SharePoint?With Microsoft Project 2010Schedule can be synched with a SharePoint project task listCustom fields can be synchronized as wellThis means thatProject resources can enter updates in SharePointProject managers can synchronize updates with ProjectCustom field information can be used to generate reportsProject 2010 Sync with SharePoint: http://bit.ly/YJthK
- 26. Creating Reports or DashboardsInformation from the project task list can be displayed in a dashboard through web partsSharePoint 2010 comes with out of the box charting web parts
- 27. Controlling Changes with WorkflowChange request forms can be created with custom listsWorkflows can be leveraged to facilitate the change control process
- 28. Interactive DemonstrationSynchronize Microsoft Project 2010 with SharePointCreate a dashboardUtilize a change control system
- 29. AgendaIs Microsoft Project with SharePoint the Silver Bullet?Effectively Initiating and Planning ProjectsFacilitating Efficient Team CollaborationTracking and Reporting Relevant Project StatusQuestions and Answers
- 30. ??Questions?E-Mail: dux.sy@innovative-e.comLinkedIn: meetdux.com/liBlog: meetdux.comTwitter: meetduxHow did you like the presentation? http://meetdux.com/feedback
- 31. Thank You!