Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
Managing Projects On Share Point Is As Simple As 1 2 3
1. “Managing Projects on SharePoint
is as simple as 1-2-3!”
A Webcast Presentation
Éamonn McGuinness
BrightWork
2. Managing Projects in 3 Steps
The Dilemma!
The customers we meet are at pains to tell us that they do not have the
time or the budget to train the folks in formal project management – but
yet they need project management discipline. They want an approach
so simple that it is obvious – that assumes a SharePoint deployment.
A Simple Solution
Over the years we have been helping customers develop such a simple
approach. More recently we have been working on a process that can
be described and always decomposed into three steps. Why three steps
every time? Why not? Three is an easy number to work with. It is a bit
quirky and fun. It is easier to remember and manage. It forces us all to
be concise rather than long-winded.
This Webcast:
will present a simple 1-2-3 process that can be used for project
management
show how this simple 1-2-3 process can be implemented on the
SharePoint platform
3. Logistics for Today’s Webcast
Slide Deck and Webcast Recording downloads
expect an email tomorrow, Thursday February 26th
Reminder – press ―F5‖ to get full screen mode
Questions and Answers
The webcast has a large audience
Impractical to take questions on the phone throughout—sorry!
Your phone has already been put on mute for now to avoid
accidental background noise
We will answer questions at the end as follows:
From the Microsoft® Office Live Meeting Question Manager
i.
– Alt-Q or click the ―Q&A‖ link to open the Q&A panel
Opening up the phone line – press 01 on your phone
ii.
After the webcast - extra questions to info@brightwork.com
4. Today’s Agenda
Webcast Opening & Introduction (2 mins.)
The Webcast – (25 mins.)
Process – Managing Projects is as simple as 1-2-3
Demo – Managing Projects on SharePoint is as simple as 1-2-3
Summary, References, Suggested Next Steps (3 mins.)
Q&A
5. Who are BrightWork?
BrightWork develop and market a project management
plug-in for SharePoint called BrightWork pmPoint.
BrightWork is a Microsoft Gold Certified partner.
More Info: www.brightwork.com
6. BrightWork - The Executive
Summary
BrightWork Background BrightWork Products
Microsoft Gold Certified ISV partner SharePoint is for Collaboration
Customer problem we focus on Consider this! – Why not SharePoint
for collaborative project management!
How many organizations need to
BrightWork pmPoint
collaboratively manage projects? (90%+)
How many organizations use Email, Excel Process driven project management
and Word but not a high end project You decide the level of process
management solution? (80%+)
Manage projects using SharePoint
1995 – Started as Lotus Notes ISV Templates to manage projects and
programs and a PMO
Have architected commercial project
Optional import / export with
management product on Microsoft …
Microsoft Project
Exchange 2000 (webstore)
Launched an MBS partner version
SharePoint 2001 (webstore) supporting the Microsoft Sure Step
methodology at WPC 2008 in Texas
SharePoint 2003
BrightWork Reporter
SharePoint 2007
Report on SharePoint fields, lists, sites
Started on West Coast of Ireland -
and site collections and distribute
Customers in US, Canada, Mexico,
these reports
Europe, Russia and Australia
More Info: www.brightwork.com
7. The 1, 2, 3 of Managing Projects
Who needs a process for project management anyway?
•
Project teams working together need a way to work
•
What are some of the major traps of a process?
•
Way too much paperwork and too many process!
•
No practical way to implement the process
•
Why not invent a very simple process, e.g.?
•
Manage Single Projects
1.
Manage Many Projects
2.
Evolve Project Management
3.
8. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Get Project Approval
1.
Ensure approval for the project is in place
•
Decide the Project Management Process
2.
Decide what project management sub-processes are
•
needed (e.g. project charter, risks, tasks, issues, etc.)
Setup the Project site
3.
Find, copy and modify a suitable project site to re-use to
•
manage all the project artifacts and communications
Manage the Project
2.
Close the Project
3.
Note – steps should be added or subtracted as appropriate
9. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Find work
1.
Do work
2.
Update progress on work (recording any issues)
3.
Track and Re-Plan the Project
3.
Close the Project
3.
10. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Check and understand the project's progress
1.
Virtual Check - Examine the various (project, issue, work, resource)
1.
reports on the project site
Individual Check - Talk to the Team Members and Customers
2.
Team Check - Run periodic project meetings
3.
Find and Manage Exceptions (e.g. issues, risks and
2.
change requests)
Re-Plan the project
3.
11. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Single Projects
2. Manage Many Projects
Setup and maintain a projects structure
1.
Manage across projects
2.
Manage the pipeline of new project requests
3.
3. Evolve Project Management
12. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Many Projects
Setup and maintain a projects structure
1.
Manage across projects
2.
Manage the pipeline of new project requests
3.
Setup a request management process (maybe a simple list
1.
or perhaps a complete site)
Announce the new request process and provide initial
2.
assistance to users
Evaluate and approve or reject new project requests
3.
Refer to Appendix 1
for more 1-2-3 steps
13. Demo: “Managing 1-2-3 Projects on
SharePoint“
Initiate and plan the project
Initiate the project
1.
Define the project
2.
Refer to
Assign the work
3.
Work on the project
Find the work
1.
Appendix 2
Do the work
2.
Update work done
3.
Track and re-plan the project
for a
Track the project’s progress
1.
Update work assignments
2.
Report on project’s progress
3.
screenshot
Manage across many projects
Maintain projects structure
1.
Track across projects
2.
demo
Report across projects
3.
Evolve Project Management
Customize the project mgmt. lists
1.
on slides
Customize the project mgmt. reports
2.
Capture project enhancements for reuse
3.
14. Project Management on
SharePoint
1. Manage individual projects to
success
2. Manage across a program of
IT Department
projects (2.2) Notifications and reports
(2.1) Create Project Office sites
3. Evolve the way projects are Marketing Group
managed Enterprise-wide
(1.3) Project
data flows to
dashboards
(3.1) Customize to suit
(3.2) Capture & reuse
best practices
Project Management Templates Team Members
Project Managers
Program Managers
Senior Management
Business Projects
IT Projects
Projects of all (1.2) Notifications and reports
(1.1) Create new project workspace
Shapes and Sizes
15. Process Driven Project Management
pmPoint recognizes that level of process
required depends on the organization’s
maturity and on the particular needs of
the individual projects.
16. BrightWork pmPoint – Executive
Summary “Project Management for organizations of all
shapes and sizes”
quot;pmPoint facilitated the implementation of a new agile CJ, AbsolutePoker.com, Korea – 10 users
process for our projects, because of the extra project
management features pmPoint added to SharePoint. “
George, Pennsylvania Office of Attorney General. – 20 users
quot;pmPoint on SharePoint was easy to implement and
provided us with a tool that could be mastered extremely
quickly by our project managers.“
“pmPoint reminds me of Albert Einstein when he said,
Sven, Up-Great., Switzerland – 50 users
'Make things as simple as possible, but no simpler'. Enough
said!”
quot;Skanska USA Building uses pmPoint to successfully manage
our IT projects across the entire enterprise.” Andy, Skanska Construction, NJ, USA – 70 users
quot;pmPoint provides us with a project management tool Gary, Enterprise and Partner Group, Microsoft. – 150 users
based on how we work today and evolving to where we want
to be.“
quot;pmPoint for project management is now an integral part
of RPA's suite of user SharePoint applications.” Maurice, Railway Procurement Authority, Ireland – 250 users
“pmPoint provided us with an economical yet
Chris, Group Health Cooperative, Seattle, USA – 500 users
scalable solution for managing our project portfolio. We now
have better standards for collecting project data and a
intuitive tool that makes the work visible.”
Morten, Columbus IT., Norway – 1,500 users
“pmPoint is an innovative way to use SharePoint to manage
different projects across 29 countries.quot;
17. “Just Plug-In pmPoint to Detangle the
Wires”
BrightWork's Project Management Solution Allows Sheppard Mullin to Skip Routine Fire
Drills
As law firm Sheppard Mullin grew worldwide, the IT
department spent great effort trying to manage
many, many projects at once. The pain has ended
with BrightWork pmPoint, the first collaborative
project management application offering structure
and flexibility. BrightWork pmPoint is a project
management plug-in for your SharePoint
environment that works great!
“We have a weekly meeting, and in 30 minutes we
know the status of every project. We can look at a
single report across many projects, or for just one
project. BrightWork pmPoint provides a penetrating
visibility into our projects, allowing us to see and
address issues, ultimately leading to a much better
success rate,”
Dora Martinez, Director of Project Management for Sheppard
Mullin.
Read More on Microsoft Live Space
18. Webcast - The Executive Summary
1. SharePoint is now the world’s leading platform for
collaboration and SharePoint can and is being used out
of the box to manage projects.
2. You can customize and extend SharePoint with the
necessary flexible structure and the required reporting
for project and cross-project management – either build
or buy.
3. You can and should have a simple process to manage
projects (on the SharePoint platform).
19. More References for this webcast
Find out more about the base SharePoint platform
Appendix 1: A 1-2-3 process for Project Management
Appendix 2: A slide demo of the SharePoint platform in use for
Project Management using the 1-2-3 process
A blog: Manage Projects on SharePoint
More information on the pmPoint software from BrightWork
20. Candidate next steps after this
webcast
Visit … http://www.brightwork.com/pmpoint/resource_center.htm
If you haven’t
already done so,
please sign up
for a free trial.
Need more information?
info@brightwork.com
USA +1-617-357-9000 ext 701
Europe +353-91-514-492
21. Q&A
First - Online
i.
From the Microsoft®
•
Office Live Meeting
question manager
Alt-Q or click the
•
―Q&A‖ panel to open
the Question Manager
Second – on the phone
ii.
Opening up the phone
•
We’d love to hear more detailed feedback on line
this webcast
To ask a question on
•
email ... info@brightwork.com
the phone, please
press the 01 key on
your phone
To get more related materials please visit:
http://www.brightwork.com
23. The 1, 2, 3 of Managing Projects
1. Manage Single Projects
2. Manage Many Projects
3. Evolve Project Management
Any steps indicated with *** are also covered
in Appendix 2 as part of the screenshot demo.
24. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Close the Project
3.
25. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Get Project Approval
1.
Ensure approval for the project is in place
•
Decide the Project Management Process
2.
Decide what project management sub-processes are
•
needed (e.g. project charter, risks, tasks, issues, etc.)
Setup the Project site ***
3.
Find, copy and modify a suitable project site to re-use to
•
manage all the project artifacts and communications
Manage the Project
2.
Close the Project
3.
26. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Close the Project
3.
27. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Define the project
1.
Setup work notifications
2.
Assign the work
3.
Work on the Project
2.
Track and Re-Plan the Project
3.
Close the Project
3.
28. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Define the project
1.
Complete the Project Statement - also known as the Project Profile /
1.
Project Charter / Project Definition
Setup Tasks – perhaps a simple task list or maybe a Microsoft
2.
Project like WBS (work breakdown structure) ***
Define the other project management sub-processes
3.
Create or update the rest of the lists (i.e. sub-processes)
•
in the project site, e.g. goals, teams, issues,
deliverables, risks, etc.
Setup work notifications
2.
Assign the work
3.
29. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Define the project
1.
Setup work notifications
2.
Enable immediate email notification on all new work assignments
1.
Setup easy to find ―My Work‖ reports / dashboards
2.
Setup scheduled emails with nudges for upcoming or late work
3.
Assign the work
3.
Work on the Project
2.
Track and Re-Plan the Project
3.
30. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Define the project
1.
Setup work notifications
2.
Assign the work
3.
Assign roles - If using project roles, assign out the work to the
1.
persons holding the specific roles for this project
Assign project management sub-processes - Cycle through the lists
2.
and assign work (doing a check for any unassigned work items) ***
Check resource loading - Find and fix any over allocations due to the
3.
new work assignments
Work on the Project
2.
Track and Re-Plan the Project
3.
31. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Find work ***
1.
Do work ***
2.
Update progress on work (recording any issues) ***
3.
Track and Re-Plan the Project
3.
Close the Project
3.
32. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Check and understand the project's progress
1.
Find and Manage Exceptions (e.g. issues, risks and
2.
change requests)
Re-Plan the project
3.
Close the Project
3.
33. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Check and understand the project's progress
1.
Virtual Check - Examine the various (project, issue, work, resource)
1.
reports on the project site ***
Individual Check - Talk to the Team Members and Customers
2.
Team Check - Run periodic project meetings
3.
Find and Manage Exceptions (e.g. issues, risks and
2.
change requests)
Re-Plan the project
3.
34. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Check and understand the project's progress
1.
Find and Manage Exceptions (e.g. issues, risks and
2.
change requests)
Re-Plan the project
3.
Re-assign work and send notifications
1.
Report to and Work with the Appropriate Stakeholders
2.
Tailor the project site to match the evolving methods needed to run
3.
the project
35. The 1, 2, 3 of Managing Projects - Single
Projects
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Check and understand the project's progress
1.
Find and Manage Exceptions (e.g. issues, risks and
2.
change requests)
Re-Plan the project
3.
Re-assign work and send notifications
1.
Project Redefinition - Update the lists in the project site
1.
(Project statement; Task List; other sub-processes) with
any changes ***
Project re-assignments - reassign work and again find
2.
and fix any over assignments
Notifications - check to ensure that the changes just
3.
made are getting out through the notifications
mechanisms setup earlier
36. The 1, 2, 3 of Managing Projects - Single
Projects
Plan the Project
1.
Work on the Project
2.
Track and Re-Plan the Project
3.
Check and understand the project's progress
1.
Find and Manage Exceptions (e.g. issues, risks and
2.
change requests)
Re-Plan the project
3.
Re-assign work and send notifications
1.
Report to and Work with the Appropriate Stakeholders
2.
Deliver Periodic Status Reports (Printed or emailed) ***
1.
Raise Exceptions including Project Change Requests,
2.
Top Issues and Top Risks
Resolve Sponsor Level Issues and apply the resolution
3.
through Re-Plan Project (if appropriate)
Tailor the project site to match the evolving methods needed to run
3.
the project
37. The 1, 2, 3 of Managing Projects - Single
Projects
1. Manage Single Projects
Initiate the Project
1.
Manage the Project
2.
Close the Project
3.
Run Project Post-Mortem and Track Lessons Learnt
1.
Close out the Project site
2.
Capture any useful modifications made to the project site
3.
for use on future projects
38. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Single Projects
2. Manage Many Projects
Setup and maintain a projects structure
1.
Manage across projects
2.
Manage the pipeline of new project requests
3.
3. Evolve Project Management
39. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Many Projects
Setup and maintain a projects structure
1.
Define and document the overall projects and portfolio
1.
hierarchy (on PowerPoint or Visio perhaps)
Setup the initial projects structure ***
2.
Maintain the projects structure
3.
Manage across projects
2.
Manage the pipeline of new project requests
3.
40. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Many Projects
Setup and maintain a projects structure
1.
Manage across projects
2.
Check and understand the progress of the many projects
1.
Identify, manage and resolve any escalated exceptions (e.g.
2.
issues and project change requests)
Report to appropriate cross-project stakeholders
3.
Manage the pipeline of new project requests
3.
41. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Many Projects
Setup and maintain a projects structure
1.
Manage across projects
2.
Check and understand the progress of the many projects
1.
Virtual check - Examine the various (project status, issue,
1.
work, resource) reports ***
Individual check - Talk to the team members and project
2.
customers
Team check - run periodic project and cross-project
3.
meetings
Identify, manage and resolve any escalated exceptions (e.g.
2.
issues and project change requests)
Report to appropriate cross-project stakeholders ***
3.
Manage the pipeline of new project requests
3.
42. The 1, 2, 3 of Managing Projects - Many
Projects
1. Manage Many Projects
Setup and maintain a projects structure
1.
Manage across projects
2.
Manage the pipeline of new project requests
3.
Setup a request management process (maybe a simple list
1.
or perhaps a complete site)
Announce the new request process and provide initial
2.
assistance to users
Evaluate and approve or reject new project requests ***
3.
43. The 1, 2, 3 of Managing Projects - Evolve
PM
1. Manage Single Projects
2. Manage Many Projects
3. Evolve Project Management
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Periodically evaluate the success of the project
3.
management evolutions policy and re-adjust the change
policy as needed
44. The 1, 2, 3 of Managing Projects - Evolve
PM
1. Manage Single Projects
2. Manage Many Projects
3. Evolve Project Management
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Improve the look and feel of the project management sites
2.
Capture local best practices for reuse
3.
Periodically evaluate the success of the project
3.
management evolutions policy and re-adjust the change
policy as needed
45. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Customize the project management processes (in
1.
SharePoint lists)
Customize the project management reports (in
2.
SharePoint web-parts)
Map navigation to mimic the desired process (using the
3.
SharePoint quick launch)
Improve the look and feel of the project management sites
2.
Capture local best practices for reuse
3.
46. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Customize the project management processes (in
1.
SharePoint lists)
Add new project management lists (to include different views, a
1.
default view, a set of datasheet views and a logical view sequence)
Tailor existing project management lists using out of the box
2.
SharePoint (e.g. add/update columns; workflow)
Tailor existing project management lists using SharePoint
3.
customizations / extensions (e.g. tailor list settings for unique
referencing or automated email notification, etc.) ***
Customize the project management reports
2.
Map navigation to mimic the desired process
3.
47. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Customize the project management processes (in
1.
SharePoint lists)
Customize the project management reports (in
2.
SharePoint web-parts)
Design (on paper) the project site pages incl. the home page
1.
Add / customize the project site pages incl. the home page
2.
Setup advanced reporting
3.
Map navigation to mimic the desired process (using the
3.
SharePoint quick launch)
48. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Customize the project management processes (in
1.
SharePoint lists)
Customize the project management reports (in
2.
SharePoint web-parts)
Design (on paper) the project site pages incl. the home page
1.
Identify key reports to include on what pages
1.
Identify key charts and graphs to show on what pages
2.
Identify key icon indicators to show on what pages
3.
Add / customize the project site pages incl. the home page
2.
Setup advanced reporting
3.
49. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Customize the project management processes (in
1.
SharePoint lists)
Customize the project management reports (in
2.
SharePoint web-parts)
Design (on paper) the project site pages incl. the home page
1.
Add / customize the project site pages incl. the home page
2.
Add a 3rd level of navigation to SharePoint with a new
1.
web-part page and a tabbed web part
Add project management reports and charts via web
2.
parts ***
Configure each report
3.
50. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Improve the look and feel of the project management sites
2.
Add local logo's to begin the branding of the site
1.
Change to one of the out of the box SharePoint site
2.
themes
Design, develop and apply a custom theme to heavily
3.
brand the site
Capture local best practices for reuse
3.
Periodically evaluate the success of the project
3.
management evolutions policy and re-adjust as needed
51. The 1, 2, 3 of Managing Projects - Evolve
PM
Define a policy / approach and an approval mechanism
1.
for evolving project management
Implement agreed changes (approved by the policy)
2.
Build-in the desired project management process
1.
Improve the look and feel of the project management sites
2.
Capture local best practices for reuse
3.
Save lists as templates for reuse
1.
Add customized reports to the report gallery for reuse
2.
Save existing projects as templates in the Templates
3.
gallery for reuse ***
Periodically evaluate the success of the project
3.
management evolutions policy and re-adjust the change
policy as needed
53. Manage Single Project - Initiate the Project
Select a location in
the hierarchy and
create a new
project from a
template (or by
copying another
project site)
54. Manage Single Project - Plan - Define the
Project
Work your way
down through the
Quick Launch and
define the project
56. Manage Single Project - Work Project - Find
Work
Team Members can discover
work using the My Work reports.
You can also set it up so that
they receive this report by email
on a scheduled basis or even
received an email every time
they are assigned a work item.
57. Manage Single Project - Work Project - Do
Work
Do work from
pmPoint to ensure
greater project
success
58. Manage Single Project - Work Project -
Update Work
Update progress on work
on an item by item basis or
update multiple items
simultaneously in
datasheet view (a
spreadsheet like interface)
59. Manage Single Project - Track Project - Check
Progress
Gain valuable insights into the
project’s progress
60. Manage Single Project - Re-Plan Project - Re-
assign
Replan the project when
necessary – for example,
reassign work
61. Manage Single Project - Track Project - Report
Progress
Share data on project (e.g.
progress, work, issues etc.)
with management and other
stakeholders
62. Manage Many Projects - Setup the initial
structure
pmPoint allows you to create
multiple project hierarchies to suit
your unique organizational and
project management needs
63. Manage Many Projects - Manage Across Projects
Check and understand the progress of the many
projects
Gain oversight of
all your projects
from a single
location
64. Manage Many Projects - Manage Projects
Requests
Manage the project pipeline
by controlling and tracking
which projects get created
65. Evolve Project Management - Customize the
Lists
Customize the
project
management
lists to better
support your
processes
66. Evolve Project Management - Customize the
Reports
pmPoint is supplied with
many out-oft-the-box reports;
however, the report
customization options meant
that you actually have
hundreds more reports at
your fingertips
67. Evolve Project Management - Capture Project
Enhancements
Add to the list of
supplied single
and multiple
project
management
templates by
creating your own
from projects sites
or other templates