Integrating Project 2010 with Office 365

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In this session, we will cover project portfolio management tools and how they have helped our consulting practice. We discuss on how we leverage SharePoint, Project and Office 365 to effectively …

In this session, we will cover project portfolio management tools and how they have helped our consulting practice. We discuss on how we leverage SharePoint, Project and Office 365 to effectively manage our projects and people. This session will be demo heavy as cover everything from task list synchronization to project management dashboards.  
We will also cover some of the best practices we have learned after working in the trenches.
 

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  • In this session, we will cover project portfolio management tools and how they have helped our consulting practice. We discuss on how we leverage SharePoint, Project and Office 365 to effectively manage our projects and people. This session will be demo heavy as cover everything from task list synchronization to project management dashboards.  We will also cover some of the best practices we have learned after working in the trenches. Demo:Upload project to office 365Task list synchronizationProject Management Dashboard
  • Use official pictures from website
  • There is no such thing as a perfect project. Some projects run up against major odds and hurdles. For example, many recent projects in our country have endured major setbacks because of terror attacks, severe weather causing power outages, or a nation at war. Even against these catastrophes, projects were remarkably turned around and back on track because of great project team leaders and teams. Project goals were met because they did their best with what came their way
  • Gathering Project RequirementsWhat happens when there is misunderstanding and ambiguity in projects?
  • Wont you don’t getThis approach will not utilize Microsoft Project Server 2010. Therefore the following capabilities will not be part of this solution: Extensive PMIS features such as Performance ManagementResource ManagementDemand ManagementPortfolio Management- Multiple Project Roll-up- True Portfolio Management capabilities to measure and analyze mapping the technology to the business needs
  • Enhanced copy and paste makes it easy to share information effectively with other Microsoft Office applications while retaining formatting.Add columns dynamically by entering data without having to first select the data type.Simplify data entry with auto-complete which displays a list of previously used values to select from.Automatic text wrap eliminates extra formatting steps by adjusting row height to display full task names.Quickly mine data and analyze results with easy access filtering for all columns.Create emphasis with rich color options and text formatting to express ideas and solve problems in new ways.
  • Gain flexibility with user-controlled scheduling—manually schedule tasks with the information you have right now or choose to automatically schedule tasks with calculated dates and durations.Be alerted to potential scheduling concerns with squiggly lines and choose how to manage potential problems.Gain insight with the Task Inspector to recognize issues and take action early—solving problems before they occur.Support rolling wave planning and easily create high level forecasts using manually scheduled top down summary tasks.Identify gaps by comparing manually scheduled summary tasks with information rolled up from subtasks.In Microsoft Project Professional 2010, you can simplify planning with inactive and activetasks to perform what-if analysis
  • Simply create the ultimate graphical timeline to express your schedule and plan.It's easier to see and share—drill into details and visually recognize differences with a clear view of tasks, milestones, and phases. Reach your audience with new impact by quickly copying the timeline into an email, presentation, or any other document with formatting retained.
  • Visualize the right mix of resources and assignments with a simple and intuitive resource view.Simply drag-and-drop to effectively plan tasks and optimize resources for your entire team and project.Quickly identify unassigned or unscheduled tasks to proactively solve problems.Simply hover over tasks to instantly view task-level details to plan with ease.Be visually alerted to potential problems, choose to manually level resources as you work.Automatically level over allocated resources on a task-by-task basis using Task Inspector to instantly resolve problems
  • Enhance team collaboration by sharing information more efficiently—simply save, print or publish in one easy-to-manage Microsoft® Office Backstage™ view.Convert Microsoft® SharePoint® Foundation 2010 task lists to realize project schedules.Publish your project plans to SharePoint® Foundation 2010 task lists so team members can update task status—automatically synchronize to receive updates directly into your project plans.Save, share and manage—simply be more connected in the ways you expect with Project Professional 2010 and SharePoint® Foundation 2010.Connect Project Professional 2010 with Microsoft Project Server 2010 and gain control across all types of work, improve project selection and strategic alignment, maximize resource utilization and visualize performance through powerful dashboards.
  • Redesign and redevelop intranetBetter communication, content sharing, document management and workflow capabilitiesLeverage 3rd party web parts
  • Microsoft Lync Online – for IM and meetings - lets you communicate instantly through IM, phone, even video conferencing. You can setup online meetings by pressing a button. You can share presentations, video or even a whiteboard.
  • Microsoft Exchange- for email, calendar and contacts - Microsoft Exchange Online delivers email to Microsoft Outlook and Microsoft Outlook Web App, so you can get your email on your desktop computer, your phone or any device with an internet device. It syncs your calendars and contacts so if you enter information for a meeting on your desktop, you will see it on your phone.
  • SharePoint – for team collaboration and websites - with Microsoft SharePoint Online, you can move your documents and databases to storage on the web, and get rid of those outdated inhouse servers. You can arrange your documents and organize libraries and you can use your team sites to make announcements and track complex projects. You can convert older databases to Microsoft Access, then use Access services to publish your information to your Office 365 site – where you can work with it from anywhere. SharePoint Online allows you to create public websites too, quickly and easily with premade templates.
  • Microsoft Office Web Apps, online companions to Microsoft Office 2010, are for working with you documents anywhere in the world with anyone you choose. - anyone you choose can access your documents no matter where they are. They don’t need to have office to see the document. All they need is an internet connection and a web browser.
  • Use official pictures from website

Transcript

  • 1. Integrating Project 2010 with Office 365 +Kanwal Khipple
  • 2. What are we discussing now? Integrating Integrating CustomBasics of PM Project with with Office Reports in Office 365 2010 SharePoint
  • 3. Kanwal Khipple • VP of Consulting, BrightStarr • SharePoint Server MVP • Author – Building Responsive Web Sites with SharePoint 2013 • Contact Info: – kanwal@brightstarr.com – @kkhipple / @sharepointbuzz – LinkedIn
  • 4. What are we discussing now? Integrating Integrating CustomBasics of PM Project with with Office Reports in Office 365 2010 SharePoint
  • 5. Goals of Project Management• Finish on time• Finish under budget• Meet requirements Time• Keep customers happy Budget• Keep team members happy Scope Project Success
  • 6. Typical Project Timeline Capture Requirements Functional Specification 9/17/12 10/2/12 BRD Solution Build 9/25/21 10/25/12 Solution Delivery 11/17/12 Today2012 Sep Oct Nov DecSales Discover Plan and Design Develop Stabilize Deploy
  • 7. Typical SharePoint?
  • 8. What are we discussing now? Integrating Integrating CustomBasics of PM Project with with Office Reports in Office 365 2010 SharePoint
  • 9. Project 2010 Features• Microsoft Fluent User Interface• Excel-Like Flexibility & Ease• User-Controlled Scheduling• Timeline View• Team Planner
  • 10. Microsoft Fluent User InterfaceEfficientSimilar to Office 2010 product suiteTask oriented tabs
  • 11. Excel-Like Flexibility & Ease Enhanced copy and paste Auto-Complete Text formatting
  • 12. User-Controlled Scheduling User controlled scheduling Task Inspector
  • 13. Timeline View Graphical Timeline Copy and paste
  • 14. Team Planner Visualize resources & assignments Identify unassigned or unscheduled tasks
  • 15. Connected Teams
  • 16. Office 365 Features• Exchange Online• Lync Online• SharePoint Online• Office Pro Plus
  • 17. Microsoft Lync Online
  • 18. Microsoft Exchange Online
  • 19. Microsoft SharePoint Online
  • 20. Microsoft Office Web Apps
  • 21. DemoSync with SharePoint
  • 22. Sync with SharePoint 1. Open Microsoft Office Backstage Vie 2. Sync with Tasks List 3. Sync for Updates or Changes 4. Add Fields to Sync
  • 23. What are we discussing now? Integrating Integrating DashboardsBasics of PM Project with with Office in SharePoint Office 365 2010
  • 24. Office 2010 Integration
  • 25. What are we discussing now? Integrating Integrating DashboardsBasics of PM Project with with Office in SharePoint Office 365 2010
  • 26. Samples Create a Corporate Sales dashboard with PerformancePoint Services in SharePoint 2010 http://bit.ly/an8l8C
  • 27. Samples
  • 28. Samples
  • 29. Benefits• No surprises• Better decisions• Motivate employees
  • 30. What are we discussing today? Integrating Integrating DashboardsBasics of PM Project with with Office in SharePoint Office 365 2010
  • 31. Kanwal Khipple • VP of Consulting, BrightStarr • SharePoint Server MVP • Author – Building Responsive Web Sites with SharePoint 2013 • Contact Info: – kanwal@brightstarr.com – @kkhipple / @sharepointbuzz – LinkedIn