Overview of Project Server 2013 (continued) implementation for R/D teams in Global Software

1. GLOBAL SOFTWARE
Project Server 2010 Overview with Project Web App
Part 2 of 2
January 2013

2. INTRODUCTION
» Purpose: Overview of Project Server and Project Plan Model
» Part 1: Project Plans; and Part 2: SharePoint
» How does this relate to you?
» Part 2 Agenda
• Overview of SharePoint Project Sites
• Navigating to Project Sites
• Template Overview and Project Server Web Parts
• Custom Lists
• Scoring and Performance Monitoring
• Status Reporting

3. OVERVIEW
» SharePoint Project Sites
• Created from template when a project is published
• Lists linked with tasks in the Project Plan
• Use as a center for all project information
• Customize to suit your needs

4. OVERVIEW
» From Project Center
• Highlight project then select
‘Project Site’ in the Ribbon
» From Project Web
• Select from the list of Project Sites
» From Project Plan
• Select ‘Project Site’ in the Ribbon
» Bookmark your sites
Navigating to Project Sites

5. TEMPLATE
Template Details

6. TEMPLATE
Template Details

7. TEMPLATE
Template Details

8. TEMPLATE
Template Details

9. TEMPLATE
Template Details

10. TEMPLATE
Template Details

11. TEMPLATE
Template Details

12. PROJECT SERVER WEB PARTS

13. PROJECT SERVER WEB PARTS
What are Web Parts?
» Sections of a SharePoint page to display summarized views of data
• Example: Project Assessment List
• TFS Query Results
• Graphed list data

14. CUSTOM LISTS
» Add any type of data needed

15. PERFORMANCE SCORING
» Use for quick glance status
• Green = everything is on track, move on
• Yellow = indicates some things are in danger, get information
• Red = trouble, needs detailed investigation and possibly revised plan
Key Performance Index

16. WEEKLY STATUS REPORT
» Not in latest template
» Collect status summaries
from desired lists in the site
» Generate graphs
» Customize views to display
only pertinent information

17. UPCOMING
» Do we have the need for detailed training?
» Request licensing for project leads
» Request administrative permissions for IEE/Raleigh
» Enable portfolio reporting dashboards
» Enable Performance Point services
» Bi-monthly update presentations as functionality developed and rolled
out

18. Questions?

19. THANK YOU
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