1. PPM Share
Point 2013
Management Introduction

2. Agenda
• Basic site overview
• New Demand/Intake Form
• SDO Project Manager view
• SDO PMO Managers view
• SDO PPMView

3. Site Overview
• The main PMO page has several tiles for different functions
• Create New Demand – add a new idea submission for review
• Pending DemandView – PPM team view of pending workflows for approvals
• List of Demand Requests – All user view of items in demand
• Project Master List – PPM team only view of all project “Intake” data
• PMOTask – PMO Manager view of tasks on all projects
• PMO Issues – PMO Manager view of issues on all projects
• PMO Risks – PMO Manager view of risks on al projects
• Weekly Baseline – PPM team view of data for weekly status meetings
• Monthly Baseline – PPM team view of data for monthly ops reports

4. Adding a new idea – Create New Demand/Intake Request
• All SDO can enter a new
demand/intake request
• Click on tile to open new
demand/intake form
• You have the option of draft or
submit
• Draft = entering Initiation, project
not ready to start, not all
information is submitted
• Submit = entering Concept Design,
all information entered, ready for
mobilization review

5. List of Demand Requests
• All SDO users have access to
view the Demand list.
• This list shows all projects that
have been entered (historical
list)
• This view shows status of
requests and all (I) information
in 2007 Intake site.

6. SDO Project ManagerView
• Project Managers will only see
the New Demand and Demand
list tiles
• Project Managers will be able to
access project sub-sites once an
Accountable Manager provides
them access
• Sub-sites have their own URL and
any data will show up in Project
Master and all PMO tabs

7. Sub-siteView
• Accountable Mangers will have
initial ownership of the sub-site
for any project that moves into
Concept Design (regardless if
Quick Hit or Project)
• AM can assign other Bright
House person’s to the site
through group permissions

8. Project Manager Intake (above the line items)
Project Status Reports

9. Sub-Site Flexibility and Integration
• Project Managers/Accountable
Managers can enter all
information for the items on the
left of the sub-site home page
• All items in Project Status Reports
is synced to the PPM Master list
• All fields are updated dynamically
to other web parts that use the
data in Project Status Reports,
Key Milestones, Risks, and Issues
• Status tab at top of sub-site
home page allows replacement of
current PM slides
• Sprints tab allows for links to JIRA
and Confluence
• Team calendars are dynamic and
can be synced with Outlook
• Key Milestones can be synced
with MS Project 2013

10. Program ManagementViews
• PMO Managers have access to
the PMO Risks, PMO Issues,
and PMOTasks tiles as well as
the PMO Dashboard – Project
Status tile
• You can dynamically search
based on any of the columns
on the PMO Dashboard view

11. PMOTasks
• Tasks are for all projects in the various sub-
sites, you can filter by any of the columns
dynamically and in real time.
Accessed only by PMO Managers
and PPM team members
Project Names

12. PMO Issues
Accessed only by PMO Managers
and PPM team members

13. PMO Risks
Accessed only by PMO Managers
and PPM team members

14. PPM Master List
Accessed only by PPM team.
This list view allows for all the
“Below the line” items in our
current intake site along with
some new fields that can
provide additional reporting
value.
• Items are dynamically
updated from the Sub-site
of a given project
• Some items need to be
manually entered at this
time
• Views can be created for
custom reports and
weekly status meetings

15. PPMTeamViews
• PPMTeam has access to all sub-sites, reports, tiles and lists
• PPM team can provide permissions for all areas of the site
collection
• PPM team can update project data and present real time in
meetings