Deltek Insight 2011: Designing wInsight Dashboard Views

676 views

Published on

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
676
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Deltek Insight 2011: Designing wInsight Dashboard Views

  1. 1. EPM-311:Designing wInsightDashboard ViewsPresented by:Roland Atencio, DeltekSales Engineering
  2. 2. AgendaIntroductionOverview of SharePointWhy use SharePoint as a Program Management Information System (PMIS)Using SharePoint Designer for effective deploymentUsing SharePoint as a Dashboard with Web PartTips and TricksOverview of wInsight Web PartsSoftware Demonstration2 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  3. 3. wInsight Dashboard bestpractice approachesPrevious sessions were focused on how to use the Web PartsWill address recommended ways to deploy a SharePoint site model  How to use it as PMO site  How to organize and plan for it  How to use some of today’s tools like SharePoint DesignerUsing SharePoint as Dashboard with WS Web Parts  Optimizing  Control Account Managers  Sub Contractors3 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  4. 4. Overview of SharepointIt is much more than a document management toolMicrosoft defines Sharepoint 2010 as “the business collaborationplatform for the Enterprise and the Web”It empowers PMO to deploy project team site with PM dataIntegration into MS Windows SharePoint Services 2007 Or WSS 3.0Simple drag and drop web parts into a pageIntegrate Security supporting single sign onCommunicate with Source databases for real time data feedsRich with Collaboration features such as Document Storages, TeamCalendars, Action Item Tracking, Discussion Threads, Custom Lists,Workspaces, Sites, Etc.4 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  5. 5. Why use Sharepoint in a PMISImproves how data is managed and facilitates collaborationEasier to learn, has better integration with:  wInsight, ARM (Web Parts)  MS Office, Project (powerful integration)  Third Party graphical applications  Crystal Reports (MPM DW)Eliminate many redundancies through information storage anddata management capabilitiesManage multiple databases sources and applicationsCan easily replicate Dashboards to multiple projects5 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  6. 6. Organizing Sharepoint in a PMISDecide how SP sites will be structuredFor multiple programs, make multiple sites, Dept, BUBranding and usability  Consistent standards and corporate compliance  Personalization of PM reviews  Easily move across all projects (familiarization)Determine who has access, permissions and roles(Contribute, “Read”)Use the Collaborative feature of SP6 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  7. 7. Using Sharepoint Designer tocreate effective DashboardsDesigner is a powerful site editing tool  Customization of all the Collaborative features  Has tools and advance functionalityYou do not need programming skills however:  Strong SP and web content knowledge  Designer Permissions in SP is necessaryStandard SP Page Templates can be limitingAllows Web Part Zones movementAdd Web Parts (wInsight, ARM, 3rd Party)WYSIWYG that allow manipulation of components7 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  8. 8. Using Sharepoint as a DashboardDashboard – Consolidates, aggregates and arranges projectmeasurementsSingle screen – monitor information at a glanceDifferent views for different user:  Senior Management (Consumers)  PM and CAM (Performers)  PCA, Analysts (Caretakers)Can handle multiple databases, WS Web services, Layouts8 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  9. 9. Optimizing wInsight Web Parts ina DashboardNo Programming Skills Required To Create PagesHighly Customizable Because The Web Parts Interact WithEach OtherOS Authentication pass throughWe have three types of Web parts Display Web Parts– Sort, Chart, Reports, Narrative, Schedule List Web Parts – Dataset, Chart, Report, Filter, View Special Web Parts – Login, Data9 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  10. 10. Tips and TricksDecide if you want to consolidate or keep separate sitesIdentify a “super user of wInsight and Sharepoint” – DesignerrightsShared Mode first, then Publish or PersonalizeKeep key wInsight specific files within the respective WebServices (WSCustom, WS Report, GVCustom)Use ?Dmode=1 Design and ?Dmode=0 for Display whenediting Session Variables10 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  11. 11. wInsight Web PartsWeb Part Modes  Design  Behind the scenes view of a web part  Exposes the parameters to set it up  Display  Front end of a web part  Shows only the web part objectConnecting Web Parts – Session variables  Passes the selected data from one web part to another  Defined by user for flexibility  One-to-many relationship for customization11 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  12. 12. wInsight Web Parts Design Mode12 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  13. 13. wInsight Web Parts Display Mode13 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  14. 14. Connecting wInsight Web Parts14 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  15. 15. Connecting wInsight Web Parts CUM Element Performance Bull’s Eye Chart15 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  16. 16. Software Demonstration16 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved
  17. 17. Call to ActionInvestigate further at what wInsight Dashboard can do for your organizationGet with your Deltek representative to investigate further how this web solution canimprove your PM informationLook at how SharePoint can enhance collaboration within your teams/projectsI will be around at Kiosks to further clarify any questions www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc17 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved

×