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SharePoint 2013 for Project Management from BrightWork and Atidan

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  • 1. www.brightwork.com@BrightWork_SharePoint 2013 for ProjectManagementÉamonn McGuinness
  • 2. @BrightWork_Today’s Webcast Description• Join Atidan, and Project Management expert BrightWork, for acomplimentary event and webcast on SharePoint 2013 andProject Management.• SharePoint 2013 is full of slick new features that make it apowerful tool to collaboratively manage projects and work.This webcast will present and demonstrate the latest out-of-the-box project management capabilities that include:– The new Project Template– The Work Breakdown Structure list type– The improved synchronization with Microsoft Project– And lots more cool stuff (e.g. Social, Apps marketplace, SkyDrive,etc.)!• This session also adds a section on how to further leverageSharePoint 2013 for more advanced project and portfoliomanagement. We hope you can join us.
  • 3. @BrightWork_Logistics for Today’s Webcast• Slide Deck & Webcast Recording links• Questions and Answers– Impractical to take questions on the phone throughout- sorry!• Your phone has already been put on mute for now to avoidaccidental background noise– We will answer questions at the end as follows:i. Microsoft Live Meeting – Click the “Q&A” panel or click “Alt Q”– After the webcast - extra questions to brightwork@Atidan.com• Remember to go to the “full screen” in Live Meeting (F5)
  • 4. @BrightWork_Before Survey/Poll - Reflection• Do you use SharePoint to manage projectstoday?1. No2. Yes – we use SharePoint for some projects3. Yes – we use SharePoint for most or all projects4. Yes – we use SharePoint and Microsoft® Projectsynchronized on many projects
  • 5. @BrightWork_Today’s Webcast• July 2012 – Microsoft SharePoint 2013 announced– New template for managing a project– New WBS list type– Improved synchronize with Microsoft Project– And lots more stuff (like Social, Apps marketplace, SkyDrive,etc.)!Summary – The Microsoft SharePoint team is now reallyencouraging us to use SharePoint 2010 and 2013 tomanage work and projects. The question is how?
  • 6. @BrightWork_Today’s Agenda1. Microsoft SharePoint 2013 to manageprojects (includes a free template)2. Collaborative Project Management (free eBook)3. Boundary of the out of the box SharePoint 2013functionality
  • 7. @BrightWork_How to manage projects – simple version!1. Processes (e.g. Goals, Tasks, Issues, Risks, etc.)2. Reports (e.g. Open Work, Overdue Issues,Resources, etc.)3. Constantly connect the people on the project tothe processes4. Evolve and mature the way you manage projects
  • 8. @BrightWork_The slide-demo uses the Office 365 2013 beta
  • 9. @BrightWork_The slide-demo uses the Office 365 2013 beta
  • 10. @BrightWork_1. Processes (e.g. Deliverables)
  • 11. @BrightWork_1. Processes (e.g. Deliverables)
  • 12. @BrightWork_1. Processes (e.g. Issues)
  • 13. @BrightWork_1. Processes (e.g. Tasks – in WBS View Mode)
  • 14. @BrightWork_2. Reports (e.g. Timelines)
  • 15. @BrightWork_2. Reports (e.g. Calendars)
  • 16. @BrightWork_2. Reports (e.g. Notebooks)
  • 17. @BrightWork_2. Reports (e.g. All My Work in one place)Source … MicrosoftProject Team Blog:http://blogs.office.com/b/project/archive/2012/08/15/all-my-work-in-one-place.aspx
  • 18. @BrightWork_3. Connect People to the Project (e.g. Newsfeeds)Source … MicrosoftSharePoint TeamBlog:http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=1014
  • 19. @BrightWork_3. Connect People to the Project (e.g. email, Alert, Project sync,Outlook sync, Excel export)
  • 20. @BrightWork_Project 2013 Sync Update - 1• As before requires Project Professional 2013• Now deals with stuff it used to reject, e.g.– a space at the start of a Task Name– unsupported characters in the Task Name• characters like !=-(*&^%$£” etc.• all supported without issue• Very happy to say it now manages– Lead and Lag– Relationships other than FS• SS, SF, FF
  • 21. @BrightWork_Project 2013 Sync Update - 2
  • 22. @BrightWork_3. Connect People to the Project (e.g. Mobile access,including update and edit)
  • 23. @BrightWork_3. Connect People to the Project (e.g.Workflows)
  • 24. @BrightWork_3. Connect People to the Project (e.g. SkyDrivePro)Source …MicrosoftSharePoint TeamBlog:http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=1014
  • 25. @BrightWork_4. Evolve Project Management
  • 26. @BrightWork_4. Evolve Project Management
  • 27. @BrightWork_4. Evolve Project Management
  • 28. @BrightWork_4. Evolve Project Management
  • 29. @BrightWork_4. Evolve Project Management
  • 30. @BrightWork_What is Going Away with 2013• http://office.microsoft.com/en-us/sharepoint-help/discontinued-features-and-modified-functionality-in-microsoft-sharepoint-2013-HA102892827.aspx#_Toc339867839Description of change Reason for change Workaround (if applicable) Applies toThe ChartWeb Part isno longeravailable.Similar features can be usedwith other applications, such asExcel Services.If you used the Chart Web Partin SharePoint Server 2010, youcan continue to use it inSharePoint Server 2013. If youdid not use the Chart Web Partin SharePoint Server 2010, youcan use other SharePointfunctionality such as ExcelServices to display a chart in aSharePoint site.SharePoint Server 2013,SharePoint Online 2013SharePointStatusIndicators andStatus Listsare no longeravailable.Similar features can be usedwith other applications, such asExcel Services.If you used SharePoint StatusIndicators in SharePoint Server2010, you can continue to usethem in SharePoint Server2013. If you did not useSharePoint Status Indicatorsand Status Lists in SharePointServer 2010 you can use otherSharePoint functionality such asExcel Services to create keyperformance indicators (KPIs).SharePoint Server 2013,SharePoint Online 2013
  • 31. @BrightWork_Free… Project Management SharePoint Template(Download! and available on Office 365 today)
  • 32. @BrightWork_Today’s Agenda1. Microsoft SharePoint 2013 to manage projects(includes a free template)2. Collaborative Project Management(free eBook)3. Boundary of the out of the box SharePoint 2013functionality
  • 33. @BrightWork_Collaborative Project Management Guide
  • 34. @BrightWork_Collaborative Project Management Guide
  • 35. @BrightWork_Collaborative Project Management Guide
  • 36. @BrightWork_Collaborative Project Management Guide
  • 37. @BrightWork_Today’s Agenda1. Microsoft SharePoint 2013 to manage projects(includes a free template)2. Collaborative Project Management (free eBook)3. Boundary of the out of the boxSharePoint 2013 functionality
  • 38. @BrightWork_Boundaries or Opportunities to Extend• Some of the project management capabilities notdesigned to be included in out of the box SharePoint20131. KPI’s and Charts (unless you build your own with Excel Services)2. Project Reporting in one site across many lists, e.g., My Work,Project Status3. Portfolio Reporting, e.g., Projects Status, Late Issues, RisksOccurred4. Metrics and trend history and charting – single projects andportfolios5. Templates, e.g., Project Office, Scrum, Agile, IT, Lite, Standard,Structured6. Best practice / template replicationSharePoint is an awesome platform – and it is designed tobe extended!
  • 39. @BrightWork_BrightWork is- a SharePoint solution- for the management of projects,portfolios and everyday work- that is fast and inexpensive todeploy- and simple to configure andevolve.
  • 40. @BrightWork_The BrightWork ApproachStartDeliver ImmediateVisibility andControlEvolveMature ProjectManagementPractices withFlexibility
  • 41. @BrightWork_Demo: Best Practices (in Templates)
  • 42. @BrightWork_Today’s Agenda – a Recap1. Microsoft SharePoint 2013 to manage projects(includes a free template)2. Collaborative Project Management (free eBook)3. Boundary of the out of the box SharePoint 2013functionality
  • 43. @BrightWork_After Survey/Poll - Reflection• Would you now consider using SharePoint tomanage projects?1. No2. Yes – we will use SharePoint for some projects3. Yes – we will use SharePoint for most or all projects4. Yes – we will use SharePoint and Microsoft® Projectsynchronized on many projects
  • 44. @BrightWork_“I still need to more Information”1. Ask questions now!2. Try these ideas for yourself …http://www.brightwork.com3. Call Atidan to ask yourmore specific questionsWeb www.Atidan.com brightwork@atidan.com Americas +1-215-825-5045 Ext5009
  • 45. @BrightWork_Q&A and FeedbackIn Live Meeting, click “Q&A”panel or “Alt Q” to open theQuestion Manager1. Questions2. Feedback on this webcast3. Suggestions for futurewebcastsTo get more related materials please visit:http://www.brightwork.comWe’d love to hear more detailedfeedback on this webcastemail ... brightwork@Atidan.comConnect with BrightWork:

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