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Effectively Leveraging Project 2010
with SharePoint 2010 for
Project Management Success
Dux Raymond Sy, PMP
Recorded presentation:http://vimeo.com/16139725
Twitter: @meetdux #sptechcon #msproject
Presentation Objectives
 In this presentation, you will learn how to
 Effectively create a Microsoft Project Plan
 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 #sptechcon #msproject
Dux Raymond Sy, PMP
 Managing Partner, Innovative-E, Inc.
 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 #sptechcon #msproject
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 #sptechcon #msproject
Courtesy of NicksTrafficTricks.com
Look Familiar?
Twitter: @meetdux #sptechcon #msproject
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 #sptechcon #msproject
Project Management Maturity
PEOPLE
 No PM
background
 Basic PM
training
 PM Certification
PROCESS  Ad-hoc
 PM Process
Standardized
 Automated
workflows ,
portfolio
reporting
TOOLS
 Paper, Word,
Excel, Email
 Templates,
Scheduling and
Collaboration
Tool
 EPM Tool
Level 1: Initial Level 2: Repeatable Level 3: Defined
Twitter: @meetdux #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
Interactive Demonstration
Creating a SharePoint PMIS and a Microsoft Project Plan
Twitter: @meetdux #sptechcon #msproject
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 #sptechcon #msproject
Project Collaboration
 What are typical collaborative activities project team
members engage in?
Twitter: @meetdux #sptechcon #msproject
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 #sptechcon #msproject
Example: SharePoint Calendar in Outlook
Twitter: @meetdux #sptechcon #msproject
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 #sptechcon #msproject
What are you tracking?
 Typical areas that are tracked
 Schedule
 Budget
 Change
 Project tracking entails
 Monitoring
 Analyzing
 Correcting
Twitter: @meetdux #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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 #sptechcon #msproject
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
Thank
You!

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Effectively Leverage Project 2010 with SharePoint 2010 for PM Success

  • 1. Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success Dux Raymond Sy, PMP Recorded presentation:http://vimeo.com/16139725
  • 2. Twitter: @meetdux #sptechcon #msproject Presentation Objectives  In this presentation, you will learn how to  Effectively create a Microsoft Project Plan  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
  • 3. Twitter: @meetdux #sptechcon #msproject Dux Raymond Sy, PMP  Managing Partner, Innovative-E, Inc.  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
  • 4. Twitter: @meetdux #sptechcon #msproject 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
  • 5. Twitter: @meetdux #sptechcon #msproject Courtesy of NicksTrafficTricks.com Look Familiar?
  • 6. Twitter: @meetdux #sptechcon #msproject 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)
  • 7. Twitter: @meetdux #sptechcon #msproject Project Management Maturity PEOPLE  No PM background  Basic PM training  PM Certification PROCESS  Ad-hoc  PM Process Standardized  Automated workflows , portfolio reporting TOOLS  Paper, Word, Excel, Email  Templates, Scheduling and Collaboration Tool  EPM Tool Level 1: Initial Level 2: Repeatable Level 3: Defined
  • 8. Twitter: @meetdux #sptechcon #msproject 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
  • 9. Twitter: @meetdux #sptechcon #msproject 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
  • 10. Twitter: @meetdux #sptechcon #msproject 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
  • 11. Twitter: @meetdux #sptechcon #msproject 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
  • 12. Twitter: @meetdux #sptechcon #msproject 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
  • 13. Twitter: @meetdux #sptechcon #msproject 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
  • 14. Twitter: @meetdux #sptechcon #msproject 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
  • 15. Twitter: @meetdux #sptechcon #msproject Interactive Demonstration Creating a SharePoint PMIS and a Microsoft Project Plan
  • 16. Twitter: @meetdux #sptechcon #msproject 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
  • 17. Twitter: @meetdux #sptechcon #msproject Project Collaboration  What are typical collaborative activities project team members engage in?
  • 18. Twitter: @meetdux #sptechcon #msproject 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
  • 19. Twitter: @meetdux #sptechcon #msproject Example: SharePoint Calendar in Outlook
  • 20. Twitter: @meetdux #sptechcon #msproject 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
  • 21. Twitter: @meetdux #sptechcon #msproject What are you tracking?  Typical areas that are tracked  Schedule  Budget  Change  Project tracking entails  Monitoring  Analyzing  Correcting
  • 22. Twitter: @meetdux #sptechcon #msproject 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
  • 23. Twitter: @meetdux #sptechcon #msproject 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
  • 24. Twitter: @meetdux #sptechcon #msproject Controlling Changes with Workflow  Change request forms can be created with custom lists  Workflows can be leveraged to facilitate the change control process
  • 25. Twitter: @meetdux #sptechcon #msproject 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
  • 26. Twitter: @meetdux #sptechcon #msproject 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