Managing your project portfolio with Share Point
•Download as PPTX, PDF•
0 likes•499 views
An overview of using SharePoint for Project Management
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Similar to Managing your project portfolio with Share Point
Similar to Managing your project portfolio with Share Point (20)
Recently uploaded
Recently uploaded (20)
Managing your project portfolio with Share Point
- 1. Managing your project portfolio with SharePoint RANDY MULLIS SAS
- 2. Project Management software vs. Project Portfolio Management software
- 3. Project Portfolio Management (PPM)
- 4. Project Management software Repository Executive dashboard
- 6. Some requirements •Project Repository: • An overview of project with a description
- 7. Some requirements •Project Repository: • An overview of project with a description • Names of contacts
- 8. Some requirements •Project Repository: • An overview of project with a description • Names of contacts • Communicating status and other concerns
- 9. Some requirements •Project Repository: • An overview of project with a description • Names of contacts • Communicating status and other concerns • Storage of artifacts
- 10. Some requirements •Project Repository: • An overview of project with a description • Names of contacts • Communicating status and other concerns • Storage of artifacts • Schedule with milestones
- 11. Some requirements •Project Repository: • An overview of project with a description • Names of contacts • Communicating status and other concerns • Storage of artifacts • Schedule with milestones •Dashboard view of all projects with ability to sort by area, status, project manager name, or other pertinent information
- 12. Project repository 1. Create a template which covers your needs 2. Decide if PMs will instantiate new projects or someone else (organizational decision) 3. Include instructions for populating the repository 4. Use search web part for displaying status (we’ll come back to this)
- 15. Repository example Content Query Web Part
- 17. Note that we’re also using a custom Item Style in our CQWP This is done with Custom XSL Style Sheets
- 18. Repository example (continued) Promoted Links Web Part
- 19. Let’s make it look less like SharePoint Use Script Editor Web Part for customization Example uses: Hide/remove white space between web parts Hide/remove Quick Launch Set fixed width for a column in a view Modify size and spacing of tiles in Promoted Links web part Pretty much anything can be customized using CSS or JavaScript on your page!
- 20. Aside: Promoted Links WP a big hit!
- 22. The traffic lighting for status is essential
- 23. Basic steps for traffic lighting 1. Create new columns as needed 2. Add a snippet to hide the left-side navigation and All Contents box (optional) 3. Enable the JavaScript Display Template Content Type to your Master Page Gallery 4. Upload the Client-side Rendering JavaScript to the Master Page Gallery 5. Add the URL to the JS Link field in the List Views Web Part Here’s how to do it!
- 24. Requesting new projects A list with Alerts and possibly a workflow will do nicely
- 25. Putting it all together 1. A place to store project-related items 2. A way to communicate about project status 3. A dashboard for executives 4. A way to request new projects
- 26. Summary
Editor's Notes
- Project Portfolio Management (PPM) Also called Integrated IT Portfolio Analysis Centered around increasing the value of overall portfolio Expensive and specific to this purpose Examples include Innotas, Planview, and many others
- Project Management software needs two primary facilities A project repository An executive dashboard
- Some requirements Project Repository: An overview of project with a description Names of contacts Communicating status and other concerns Storage of artifacts Schedule with milestones Dashboard view of all projects with ability to sort by area, status, project manager name, or other pertinent information
- How it used to be done vs. how it is done now Instructions are deleted after use
- Use Script Editor Web Part for customization Example uses: Hide/remove white space between web parts Hide/remove Quick Launch Set fixed width for a column in a view Modify size and spacing of tiles in Promoted Links web part Pretty much anything can be customized using CSS or JavaScript on your page!
- <style type="text/css"> div.ms-promlink-body { height: 100px; } div.ms-tileview-tile-root { height: 110px !important; width: 110px !important; } div.ms-tileview-tile-content, div.ms-tileview-tile-detailsBox, div.ms-tileview-tile-content > a > div > span { height: 100px !important; width: 100px !important; } div.ms-tileview-tile-content > a > div > img { max-width: 100%; width: 100% !important; } ul.ms-tileview-tile-detailsListMedium { height: 100px; padding: 0; } li.ms-tileview-tile-descriptionMedium { font-size: 11px; line-height: 16px; } div.ms-tileview-tile-titleTextMediumExpanded, div.ms-tileview-tile-titleTextLargeCollapsed, div.ms-tileview-tile-titleTextLargeExpanded { padding: 3px; } div.ms-tileview-tile-titleTextMediumCollapsed { background: none repeat scroll 0 0 #002E4F; font-size: 12px; line-height: 16px; min-height: 36px; min-width: 97px; padding-left: 3px; position: absolute; top: -36px; } li.ms-tileview-tile-descriptionMedium { font-size: 11px; line-height: 14px; padding: 3px; } .ms-webpartPage-root { border-spacing: 0px !important; } .ms-webpartzone-cell { margin: 0px !important; } </style>