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Project Management Presentation - Home Minnesota SharePoint ... Presentation Transcript

  • 1. Welcome to the Minnesota SharePoint User Group
  • 2.
    • Introductions / Overview
    • Project Tracking / Management / Collaboration via SharePoint
      • Multiple Audiences for Information
      • Differing Levels of Sophistication
        • WSS / Lists / Libraries
        • Project Server 2003
    • Q & A
    Agenda
  • 3.
    • Inetium ( www.inetium.com )
      • Twin Cites based Microsoft consulting company
      • Microsoft Gold Certified Partner
      • Practice Area focused on Information Worker Technologies
    • New Horizons – Minnesota ( www.newhorizonsmn.com )
      • Microsoft Gold Certified Partner
      • Training on many technologies
    • Microsoft ( www.microsoft.com )
      • I’m guessing you’ve heard of them
    Introductions – MNSPUG Sponsors
  • 4.
    • Build a local community focused on Microsoft SharePoint Technologies
      • Educate user group members about SharePoint Technologies
      • Transfer knowledge within the community
      • Communicate best practices
      • Introduce new products / solutions
    User Group Goal / Objectives
  • 5.
    • Website for user group
    • SharePoint resource documents
    • SharePoint resource websites links
    • RSS Feeds
    • Meeting Schedule
    • Past User Group Presentations
    www.sharepointmn.com www.sharepointmn.com
  • 6.
    • Next Meeting
      • February 9 th 9:00 AM to 11:00 AM
      • Microsoft’s Bloomington Office
      • Topic: To Be Announced
    • Ongoing Schedule
      • 2 nd Wednesday of every month
      • 9:00 to 11:00 am
      • Microsoft’s Bloomington Office
    Upcoming Schedule
  • 7. Project Tracking / Management / Collaboration
  • 8.
    • Project definition
      • Project profile (ex. Type)
      • Project sponsor / client
    • Tasks
      • Dates (start / end)
      • Duration
    • Resources
      • Assignments
    • Reports
      • Gantt
    What Makes a Project?
  • 9.
    • Project Managers
      • Manage the project / update information
      • Track project status
    • Resource Managers
      • Manage resources / assignments across multiple projects
    • Resources
      • Update time spent on tasks
      • Update info re: issues
    • Clients / Sponsors
      • Track project status ex. “How are things going?”
    • Executives
      • Aggregate view of all projects
    Audiences of Project Information
  • 10.
    • Project Managers manage 1 or more projects
    • Resource Managers manage 1 or more resources
    Key Information Traits / Relationships of Projects
  • 11.
    • Resources are assigned to 1 or more projects
    • Clients / Sponsors have 1 or more projects
    Key Information Traits / Relationships of Projects
  • 12. Designing SharePoint to support tracking, management and collaboration of projects
  • 13.
    • Create better visibility into projects
    • Create a centralized repository for project information / documents
    • Provide all audiences with a view into the information on projects
    • Easy to maintain
    Core Goals
  • 14.
    • Windows SharePoint Services (WSS)
    • Lists
    • Document Libraries
    • Sub Site Listing Web Part
    • Templates
    Core Components
  • 15.
    • Utilize WSS to create Client / Sponsor sites
      • Site dedicated to Client / Sponsor
      • Profile of client
      • Create as template
      • Possibly leverage external info from existing systems
      • Provide access to key groups / users / departments
        • Extranet capability
    Core Design Concepts
  • 16.
    • Utilize WSS to create sites below Client / Sponsor Sites
      • Establish hierarchy of sites below client / sponsor site
      • Reflects 1 to many relationship of clients to projects
      • Access to sites is based on what users / groups are assigned to site
    Core Design Concepts
  • 17.
    • Create custom lists to track projects
      • Utilize lists to store info related to clients / projects
        • Tasks
        • Contacts
        • Issues (bugs)
        • Alerts
    • Utilize document libraries / Form libraries to store information
      • Requirements
      • Specifications
      • Contracts
      • Alerts
    Core Design Concepts
  • 18.
    • Utilize sites construct for meetings within a project
      • Project can utilize sub web part to track status meetings
    • Create templates to easily extend
      • Utilize WSS ‘Save as template’ feature
      • Save content or just structure
    Core Design Concepts
  • 19.
    • Linking to other systems
      • CRM systems
      • Accounting systems
      • Existing EPM systems
      • Others
    Other Considerations
  • 20. SharePoint Demo
  • 21. Project Server 2003 / SharePoint
  • 22.
    • Microsoft’s Enterprise Project Management (EPM) solution
    • Aims at addressing the scenarios of:
      • Multiple projects
      • Multiple resources
      • Resources assigned to multiple projects
      • Projects have multiple resources assigned to them
    • Multiple user types
      • Project Managers
      • Resource Managers
      • Resources
      • Executives
    What is Project Server 2003?
  • 23.
    • Both a web based and desktop tool solution
    • Project Web Access
      • Web based environment
      • SQL Server backend
      • Analysis Services (OLAP)
      • Windows SharePoint Services
    • Project Professional 2003
      • Desktop Client
      • Connects to Project Server
    Project Server 2003 Technology
  • 24.
    • Home
    • Tasks
    • Projects
    • Resources
    • Status Reports
    How is Project Server 2003 Structured?
    • Updates
    • Risks
    • Issues
    • Documents
    • Admin
  • 25.
    • Home Page
      • Snapshot of many of the core items a particular user needs
      • Updates for the user
      • News tasks
      • Status reports
    Project Server Home
  • 26.
    • Task Page
      • Task view for a current user
      • Only lists tasks for user
      • Spans all projects
      • Update time on tasks
      • View in Gantt format
      • Sends updated tasks to project manager
    Tasks
  • 27.
    • Projects
      • Displays projects for user with access to projects
      • Project manager can open projects in Project Professional to maintain and save back to Project Server
      • Gantt Charting
      • Project files (.mpp) are uploaded to Project Server to create online project
    Project Center
  • 28.
    • Resources
      • Displays resources in the system
      • Resource manager can add / modify resources
      • Central repository of resources
      • Resources are managed by opening up in Project Professional and then saving back up to Project Server
    Resource Center
  • 29.
    • Status Reports
      • Central repository for status reports for user
      • Status reports can be scheduled (daily / weekly)
      • Resources fill out and submit to Project Manager
      • Project Manager can aggregate reports and get a sense of how project is going
    Status Reports Organizer
  • 30.
    • Updates
      • View task changes submitted by resources
      • Project manager receives time updates from resources and publishes to central repository on project
    Updates
  • 31.
    • Integrates with Windows SharePoint Services (WSS) to link to WSS site where Risks are managed for each project
    • Risks
      • Risks associated with a project
    • Issues
      • Issues associated with a project
    • Documents
      • Documents associated with a project
    Risks, Issues, and Docs
  • 32.
    • Admin
      • Security
      • Manage users / groups
      • Manage views (reports)
      • Configuration
      • Integration w/ WSS
    Administration
  • 33.
    • Project Template
      • Project Server provides a project template for WSS
      • Server can be configured to create a site by default
      • This site stores Documents, Risks and Issues for Project Server
      • Site can be used as collaborative space for users (similar to what was demonstrated earlier)
    • Project Web Access Web Parts
      • Comes with a web part with different views that can be dropped into SharePoint
      • Encapsulates certain parts of Project Web Access
    Project Server Integration with SharePoint
  • 34.
    • Project Web Part Views
      • Project Portfolio Analyzer
      • Project Resource Assignments
      • Project Center
      • Project Report
      • Project Timesheet
      • Project Manager Updates
    • Can be filtered by project
    Project Web Parts
  • 35.
    • My Site
      • Web part page
      • Put Project Web Access Web Part on Page
      • Set View
        • ex: Timesheet
      • Set project filter
        • 0 for all assigned
      • Utilize to enter time without having to go to Project Web Access main page
    Project Web Part Usage Scenario
  • 36.
    • Project Server 2003
    • http://www.microsoft.com/office/project/prodinfo/epm/default.mspx
    • Sub Web Listing Web Part
    • http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a =413
    Resources
  • 37. Q & A