Leverage Project 2010 w/ SharePoint 2010 for PM Success
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This document provides an overview of a presentation about leveraging Project 2010 with SharePoint 2010 for project management success. The presentation objectives are to assess project management maturity, create a SharePoint-based project information system, integrate Project with SharePoint, empower team collaboration, and build a project dashboard. The agenda covers whether Project and SharePoint are a "silver bullet", effective project initiation and planning, team collaboration, project tracking and reporting, and a question and answer session.
Leverage Project 2010 w/ SharePoint 2010 for PM Success
- 1. Leverage Project 2010 with SharePoint 2010 for Project Management Success Dux Raymond Sy, PMP, MVP Recorded Video: http://vimeo.com/24273314
- 2. Presentation Objectives ¡ In this presentation, you will learn how to ¡ Assess your project management maturity ¡ 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 Twitter: @meetdux #msproject
- 3. Dux Raymond Sy, PMP ¡ Managing Partner, Innovative-e, Inc. ¡ SharePoint Server MVP ¡ Author, “SharePoint for Project Management” by O’Reilly Media ¡ For more information, connect with Dux ¡ E-Mail: dux.sy@innovative-e.com ¡ Twitter: twitter.com/meetdux ¡ LinkedIn: meetdux.com/li ¡ Blog: meetdux.com Twitter: @meetdux #msproject
- 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 Twitter: @meetdux #msproject
- 5. Look Familiar? Courtesy of NicksTrafficTricks.com Twitter: @meetdux #msproject
- 6. 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) Twitter: @meetdux #msproject
- 7. Project Management Maturity Level 1: Ini+al Level 2: Repeatable Level 3: Defined • No PM • Basic PM PEOPLE • PM Certification background training • Automated • PM Process workflows , PROCESS • Ad-hoc Standardized portfolio reporting • Templates, Scheduling and • Paper, Word, TOOLS Collaboration • EPM Tool Excel, Email Tool Twitter: @meetdux #msproject
- 8. 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 Twitter: @meetdux #msproject
- 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 Twitter: @meetdux #msproject
- 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 Twitter: @meetdux #msproject
- 11. 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 Twitter: @meetdux #msproject
- 12. 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 Twitter: @meetdux #msproject
- 13. 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 Twitter: @meetdux #msproject
- 14. Create Microsoft Project Plan ¡ Once the WBS is created, create Microsoft Project Plan Watch: Effectively Planning, Tracking & Controlling Projects with Microsoft Project 2010 http://bit.ly/aB9vEi Twitter: @meetdux #msproject
- 15. 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 Twitter: @meetdux #msproject
- 16. Project Collaboration ¡ What are typical collaborative activities project team members engage in? Twitter: @meetdux #msproject
- 17. 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 Twitter: @meetdux #msproject
- 18. Example: SharePoint Calendar in Outlook Twitter: @meetdux #msproject
- 19. 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 Twitter: @meetdux #msproject
- 20. What are you tracking? ¡ Typical areas that are tracked ¡ Schedule ¡ Budget ¡ Change ¡ Project tracking entails ¡ Monitoring ¡ Analyzing ¡ Correcting Twitter: @meetdux #msproject
- 21. 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 Twitter: @meetdux #msproject
- 22. 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 Twitter: @meetdux #msproject
- 23. Controlling Changes with Workflow ¡ Change request forms can be created with custom lists ¡ Workflows can be leveraged to facilitate the change control process Twitter: @meetdux #msproject
- 24. 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 Twitter: @meetdux #msproject
- 25. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback Twitter: @meetdux #msproject
- 26. Thank You!