Leverage	  Project	  2010	  with	       SharePoint	  2010	  for	  	  Project	  Management	  Success	                  	   ...
PresentaBon	  ObjecBves	  •  In	  this	  presentaBon,	  you	  will	  learn	  how	  to	       –  Assess	  your	  project	  ...
Meet	  Dux	  •  Managing	  Partner,	  InnovaBve-­‐e,	  Inc.	  •  SharePoint	  Server	  MVP	  •  Author,	  “SharePoint	  fo...
Agenda	  •    Is	  MicrosoU	  Project	  with	  SharePoint	  the	  Silver	  Bullet?	  •    EffecBvely	  IniBaBng	  and	  Pla...
Twi$er:	  @meetdux	  #nacstech	  #msproject	  
Let’s	  Get	  Our	  PrioriBes	  in	  Order 	  	  •  Tools	  don’t	  run	  projects	       –  Relevant	  project	  manageme...
Level	  1:	  IniBal	          Level	  2:	  Repeatable	              Level	  3:	  Defined	            •    No PMPEOPLE      ...
PMIS	  •  A	  Project	  Management	  InformaBon	  System	  (PMIS)	  is	  a	     standardized	  set	  of	  automated	  proj...
MicrosoU	  Project	  2010	  •  A	  project	  management	  tool	  that	  supports	       –  Project	  Schedule	  developmen...
SharePoint	  2010	  •  The	  business	  collaboraBon	  plagorm	  for	  the	  enterprise	  •  Provides	  collaboraBve	  pro...
Agenda	  •    Is	  MicrosoU	  Project	  with	  SharePoint	  the	  Silver	  Bullet?	  •    EffecBvely	  IniBaBng	  and	  Pla...
Create	  a	  PMIS	  During	  Project	  DefiniBon	  •  Project	  definiBon	  specifies	  the	  five	  w’s	  of	  the	  project	...
Project	  Planning	  •  The	  iniBal	  Work	  Breakdown	  Structure	  (WBS)	  has	  to	  be	     developed	  prior	  to	  ...
Create	  MicrosoU	  Project	  Plan	  •  Once	  the	  WBS	  is	  created,	  create	  MicrosoU	  Project	  Plan	            ...
Agenda	  •    Is	  MicrosoU	  Project	  with	  SharePoint	  the	  Silver	  Bullet?	  •    EffecBvely	  IniBaBng	  and	  Pla...
SharePoint	  Provides	  CollaboraBon	  Tools	  •  InformaBon	  Management	      –  Centralized	  Storage	      –  Version	...
Agenda	  •    Is	  MicrosoU	  Project	  with	  SharePoint	  the	  Silver	  Bullet?	  •    EffecBvely	  IniBaBng	  and	  Pla...
What	  are	  You	  Tracking?	  •  Typical	  areas	  that	  are	  tracked	       –  Schedule	       –  Budget	       –  Cha...
Synchronize	  MicrosoU	  Project	  with	  SharePoint	  •  With	  MicrosoU	  Project	  2010	       –  Schedule	  can	  be	 ...
Create	  Visual	  Reports	  or	  Dashboards	  •  InformaBon	  from	  the	  project	  task	  list	  can	  be	  displayed	  ...
Automate	  Processes	  •  Workflows	  can	  be	  leveraged	  to	  facilitate	  the	  automaBon	  of	     common	  project	 ...
Agenda	  •    Is	  MicrosoU	  Project	  with	  SharePoint	  the	  Silver	  Bullet?	  •    EffecBvely	  IniBaBng	  and	  Pla...
QuesBons?	                             E-­‐Mail:	  dux.sy@innovaBve-­‐e.com	                             LinkedIn:	  meetd...
Thank	  You!	              	  Dux	  Raymond	  Sy,	  PMP,	  MVP	               InnovaBve-­‐e	  
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Leveraging Project 2010 w/ SharePoint 2010 for PM Success @ NACSTECH 2011

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Presented at NACSTECH 2011
May 17, 2011

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Leveraging Project 2010 w/ SharePoint 2010 for PM Success @ NACSTECH 2011

  1. 1. Leverage  Project  2010  with   SharePoint  2010  for    Project  Management  Success     Dux  Raymond  Sy,  PMP,  MVP   InnovaBve-­‐e   Watch  Video  Recording:  hFp://vimeo.com/23903761    
  2. 2. PresentaBon  ObjecBves  •  In  this  presentaBon,  you  will  learn  how  to   –  Assess  your  project  management  maturity   –  Create  a  SharePoint-­‐based  Project  Management  InformaBon  System   (PMIS)   –  Integrate  MicrosoU  Project  informaBon  with  SharePoint   –  Empower  a  project  team  to  collaboraBvely  share  relevant  informaBon   –  Build  a  project  management  dashboard  in  SharePoint   Twi$er:  @meetdux  #nacstech  #msproject  
  3. 3. Meet  Dux  •  Managing  Partner,  InnovaBve-­‐e,  Inc.  •  SharePoint  Server  MVP  •  Author,  “SharePoint  for  Project   Management”  by  O’Reilly  Media  •  For  more  informaBon,  connect  with  Dux   –  E-­‐Mail:  dux.sy@innovaBve-­‐e.com   –  TwiFer:  twiFer.com/meetdux   –  Blog:  meetdux.com   Twi$er:  @meetdux  #nacstech  #msproject  
  4. 4. Agenda  •  Is  MicrosoU  Project  with  SharePoint  the  Silver  Bullet?  •  EffecBvely  IniBaBng  and  Planning  Projects  •  FacilitaBng  Efficient  Team  CollaboraBon  •  Tracking  and  ReporBng  Relevant  Project  Status  •  QuesBons  and  Answers   Twi$er:  @meetdux  #nacstech  #msproject  
  5. 5. Twi$er:  @meetdux  #nacstech  #msproject  
  6. 6. Let’s  Get  Our  PrioriBes  in  Order    •  Tools  don’t  run  projects   –  Relevant  project  management  process   –  Responsible  and  accountable  people   –  Realize  that  MicrosoU  Project  and  SharePoint  are  tools  •  Relevant  project  management  process  is  necessary   –  Project  definiBon  and  iniBal  planning  is  needed  prior  to  using  these   tools   •  Project  Charter   •  High-­‐level  Scope   •  Work  Breakdown  Structure  (WBS)       Twi$er:  @meetdux  #nacstech  #msproject  
  7. 7. Level  1:  IniBal   Level  2:  Repeatable   Level  3:  Defined   •  No PMPEOPLE •  Basic PM training •  PM Certification background •  Automated •  PM ProcessPROCESS •  Ad-hoc workflows , Standardized portfolio reporting •  Templates, •  Paper, Word, Scheduling andTOOLS •  EPM Tool Excel, Email Collaboration Tool Twi$er:  @meetdux  #nacstech  #msproject  
  8. 8. PMIS  •  A  Project  Management  InformaBon  System  (PMIS)  is  a   standardized  set  of  automated  project  management  tools   available  within  the  organizaBon  and  integrated  into  a  system     –  Support  the  generaBon  and  maintenance  of  project  arBfacts   –  Facilitate  communicaBon  and  feedback   –  Monitor  project  acBviBes   –  Control  project  changes   –  Analyze  and  forecast  project  performance  •  Contains  real-­‐Bme  informaBon  essenBal  for  iniBaBng,   planning,  execuBng,  controlling,  and  closing  a  project         Twi$er:  @meetdux  #nacstech  #msproject  
  9. 9. MicrosoU  Project  2010  •  A  project  management  tool  that  supports   –  Project  Schedule  development  and  management   •  Planning   •  Tracking   –  Resource  Management   –  Project  ReporBng  •  It  assumes  that  you   are  familiar  with  a   project  management   process   Twi$er:  @meetdux  #nacstech  #msproject  
  10. 10. SharePoint  2010  •  The  business  collaboraBon  plagorm  for  the  enterprise  •  Provides  collaboraBve  project  management  tools  to   –  Centralize  project  arBfacts   –  Streamline  communicaBon   –  Generate  relevant  reports   –  Interact  with  other  MicrosoU   tools         Twi$er:  @meetdux  #nacstech  #msproject  
  11. 11. Agenda  •  Is  MicrosoU  Project  with  SharePoint  the  Silver  Bullet?  •  EffecBvely  IniBaBng  and  Planning  Projects  •  FacilitaBng  Efficient  Team  CollaboraBon  •  Tracking  and  ReporBng  Relevant  Project  Status  •  QuesBons  and  Answers   Twi$er:  @meetdux  #nacstech  #msproject  
  12. 12. Create  a  PMIS  During  Project  DefiniBon  •  Project  definiBon  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  arBfacts  •  Controlled  access     to  stakeholders  •  Ideally,  a  SharePoint     PMIS  site  template     is  uBlized   Twi$er:  @meetdux  #nacstech  #msproject  
  13. 13. Project  Planning  •  The  iniBal  Work  Breakdown  Structure  (WBS)  has  to  be   developed  prior  to  uBlizing  MicrosoU  Project  •  A  WBS  is  a  deliverable  based  grouping  of  project  tasks   –  An  effecBve  way  to  define  and  organize  all  of  the  work  required  to   complete  a  project  Project  Planning  101:  hFp://spgur.us/j2EhOe     Twi$er:  @meetdux  #nacstech  #msproject  
  14. 14. Create  MicrosoU  Project  Plan  •  Once  the  WBS  is  created,  create  MicrosoU  Project  Plan   Watch:  EffecBvely  Planning,  Tracking  &  Controlling  Projects                                with  MicrosoU  Project  2010  hFp://bit.ly/aB9vEi     Twi$er:  @meetdux  #nacstech  #msproject  
  15. 15. Agenda  •  Is  MicrosoU  Project  with  SharePoint  the  Silver  Bullet?  •  EffecBvely  IniBaBng  and  Planning  Projects  •  FacilitaBng  Efficient  Team  CollaboraBon  •  Tracking  and  ReporBng  Relevant  Project  Status  •  QuesBons  and  Answers   Twi$er:  @meetdux  #nacstech  #msproject  
  16. 16. SharePoint  Provides  CollaboraBon  Tools  •  InformaBon  Management   –  Centralized  Storage   –  Version  Control   –  Check-­‐in  /  Check-­‐out  •  Project  AcBviBes   –  Requirements  Gathering   –  MeeBngs   –  DocumenBng  Lessons  Learned  •  MicrosoU  Office  IntegraBon   Twi$er:  @meetdux  #nacstech  #msproject  
  17. 17. Agenda  •  Is  MicrosoU  Project  with  SharePoint  the  Silver  Bullet?  •  EffecBvely  IniBaBng  and  Planning  Projects  •  FacilitaBng  Efficient  Team  CollaboraBon  •  Tracking  and  ReporBng  Relevant  Project  Status  •  QuesBons  and  Answers   Twi$er:  @meetdux  #nacstech  #msproject  
  18. 18. What  are  You  Tracking?  •  Typical  areas  that  are  tracked   –  Schedule   –  Budget   –  Change  •  Project  tracking  entails   –  Monitoring   –  Analyzing   –  CorrecBng   Twi$er:  @meetdux  #nacstech  #msproject  
  19. 19. Synchronize  MicrosoU  Project  with  SharePoint  •  With  MicrosoU  Project  2010   –  Schedule  can  be  synched  with  a  SharePoint  project  task  list   –  Custom  fields  can  be  synchronized  as  well  •  This  means  that   –  Project  resources  can    enter     updates  in  SharePoint   –  Project  managers  can  synchronize     updates  with  Project   –  Custom  field  informaBon     can  be  used  to  generate     Project  2010  Sync  with  SharePoint:  hFp://bit.ly/YJthK     reports   Twi$er:  @meetdux  #nacstech  #msproject  
  20. 20. Create  Visual  Reports  or  Dashboards  •  InformaBon  from  the  project  task  list  can  be  displayed  in  a   dashboard  through  web  parts   –  SharePoint  2010  comes  with  out  of  the  box  charBng  web  parts   Twi$er:  @meetdux  #nacstech  #msproject  
  21. 21. Automate  Processes  •  Workflows  can  be  leveraged  to  facilitate  the  automaBon  of   common  project  management  processes   Twi$er:  @meetdux  #nacstech  #msproject  
  22. 22. Agenda  •  Is  MicrosoU  Project  with  SharePoint  the  Silver  Bullet?  •  EffecBvely  IniBaBng  and  Planning  Projects  •  FacilitaBng  Efficient  Team  CollaboraBon  •  Tracking  and  ReporBng  Relevant  Project  Status  •  QuesBons  and  Answers   Twi$er:  @meetdux  #nacstech  #msproject  
  23. 23. QuesBons?   E-­‐Mail:  dux.sy@innovaBve-­‐e.com   LinkedIn:  meetdux.com/li   Blog:  meetdux.com   TwiFer:  meetdux    How  did  you  like  the  presentaBon?     hFp://meetdux.com/feedback     Twi$er:  @meetdux  #nacstech  #msproject  
  24. 24. Thank  You!    Dux  Raymond  Sy,  PMP,  MVP   InnovaBve-­‐e  

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