0
Welcome to the  Minnesota SharePoint  User Group
<ul><li>Introductions / Overview </li></ul><ul><li>Project Tracking /  Management / Collaboration via SharePoint </li></ul...
<ul><li>Inetium ( www.inetium.com ) </li></ul><ul><ul><li>Twin Cites based Microsoft consulting company </li></ul></ul><ul...
<ul><li>Build a local community focused on Microsoft SharePoint Technologies </li></ul><ul><ul><li>Educate user group memb...
<ul><li>Website for user group </li></ul><ul><li>SharePoint resource documents </li></ul><ul><li>SharePoint resource websi...
<ul><li>Next Meeting  </li></ul><ul><ul><li>February 9 th  9:00 AM to 11:00 AM   </li></ul></ul><ul><ul><li>Microsoft’s Bl...
Project  Tracking / Management / Collaboration
<ul><li>Project definition </li></ul><ul><ul><li>Project profile (ex. Type) </li></ul></ul><ul><ul><li>Project sponsor / c...
<ul><li>Project Managers </li></ul><ul><ul><li>Manage the project / update information  </li></ul></ul><ul><ul><li>Track p...
<ul><li>Project Managers manage 1 or more projects </li></ul><ul><li>Resource Managers manage 1 or more resources </li></u...
<ul><li>Resources are assigned to 1 or more projects </li></ul><ul><li>Clients / Sponsors have 1 or more projects </li></u...
Designing SharePoint to support tracking, management and collaboration of projects
<ul><li>Create better visibility into projects </li></ul><ul><li>Create a centralized repository for project information /...
<ul><li>Windows SharePoint Services (WSS) </li></ul><ul><li>Lists </li></ul><ul><li>Document Libraries </li></ul><ul><li>S...
<ul><li>Utilize WSS to create Client / Sponsor sites </li></ul><ul><ul><li>Site dedicated to Client / Sponsor </li></ul></...
<ul><li>Utilize WSS to create sites below Client / Sponsor Sites </li></ul><ul><ul><li>Establish hierarchy of sites below ...
<ul><li>Create custom lists to track projects </li></ul><ul><ul><li>Utilize lists to store info related to clients / proje...
<ul><li>Utilize sites construct for meetings within a project </li></ul><ul><ul><li>Project can utilize sub web part to tr...
<ul><li>Linking to other systems </li></ul><ul><ul><li>CRM systems </li></ul></ul><ul><ul><li>Accounting systems </li></ul...
SharePoint Demo
Project Server 2003 / SharePoint
<ul><li>Microsoft’s Enterprise Project Management (EPM) solution </li></ul><ul><li>Aims at addressing the scenarios of: </...
<ul><li>Both a web based and desktop tool solution </li></ul><ul><li>Project Web Access </li></ul><ul><ul><li>Web based en...
<ul><li>Home </li></ul><ul><li>Tasks </li></ul><ul><li>Projects </li></ul><ul><li>Resources </li></ul><ul><li>Status Repor...
<ul><li>Home Page </li></ul><ul><ul><li>Snapshot of many of the core items a particular user needs </li></ul></ul><ul><ul>...
<ul><li>Task Page </li></ul><ul><ul><li>Task view for a current user </li></ul></ul><ul><ul><li>Only lists tasks for user ...
<ul><li>Projects </li></ul><ul><ul><li>Displays projects for user with access to projects </li></ul></ul><ul><ul><li>Proje...
<ul><li>Resources </li></ul><ul><ul><li>Displays resources in the system </li></ul></ul><ul><ul><li>Resource manager can a...
<ul><li>Status Reports </li></ul><ul><ul><li>Central repository for status reports for user </li></ul></ul><ul><ul><li>Sta...
<ul><li>Updates </li></ul><ul><ul><li>View task changes submitted by resources </li></ul></ul><ul><ul><li>Project manager ...
<ul><li>Integrates with Windows SharePoint Services (WSS) to link to WSS site where Risks are managed for each project </l...
<ul><li>Admin </li></ul><ul><ul><li>Security </li></ul></ul><ul><ul><li>Manage users / groups </li></ul></ul><ul><ul><li>M...
<ul><li>Project Template </li></ul><ul><ul><li>Project Server provides a project template for WSS </li></ul></ul><ul><ul><...
<ul><li>Project Web Part Views </li></ul><ul><ul><li>Project Portfolio Analyzer </li></ul></ul><ul><ul><li>Project Resourc...
<ul><li>My Site </li></ul><ul><ul><li>Web part page </li></ul></ul><ul><ul><li>Put Project Web Access Web Part on Page </l...
<ul><li>Project Server 2003 </li></ul><ul><li>http://www.microsoft.com/office/project/prodinfo/epm/default.mspx </li></ul>...
Q & A
Upcoming SlideShare
Loading in...5
×

Project Management Presentation - Home Minnesota SharePoint ...

563

Published on

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
563
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
20
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

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

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

    Clipping is a handy way to collect important slides you want to go back to later.

×