This document summarizes a presentation about managing projects using Microsoft Project 2013 and SharePoint 2013. The presentation discusses how Project 2013 has improved syncing capabilities with SharePoint 2013, allowing tasks and projects to be easily edited in either program. It demonstrates how tasks can be manipulated in Project 2013, saved, and automatically synced to SharePoint. The presentation notes some limitations of using SharePoint out of the box for project management and provides resources for extending its capabilities, including a free project management template. It aims to convince attendees that SharePoint and Project together can make project management easier than ever.

1. Managing Projects – Never Been Easier –
Project 2013 and SharePoint 2013
Éamonn McGuinness, BrightWork CEO

2. Session Description
Managing Projects – Never Been Easier – Project and SharePoint 2013
Microsoft SharePoint 2013, with the new capabilities, is an awesome
platform for project collaboration. Microsoft Project 2013 has a seriously
improved two-way sync with SharePoint 2013. This session will look at
and demo both – a Project Management match made in heaven!

3. Presenter – Éamonn McGuinness, BrightWork
emcguinness@brightwork.com
Éamonn McGuinness is the CEO of BrightWork. Éamonn has been on various
Microsoft® SharePoint advisory teams since 2000.
He has over 25 years of executive experience at various technology organizations
including The Armed Services, The United Nations, and Digital Equipment
Corporation. He received his MSc from Dublin City University, Ireland.
Since 1991 Éamonn has been involved in various international process and project management
standards and was a TickIT/ISO 9001 Lead Auditor and a Software CMM (Capability Maturity
Model) Lead Assessor.
At BrightWork, he has worked with organizations like Microsoft®, Boeing, Eastman Kodak, Fedex,
and the US Army assisting with the introduction of very pragmatic project management
practices and project offices.

4. Time Out and Reflection – Before
Do you use SharePoint and Project to manage projects today?
1.
No
2.
Yes – we use SharePoint for some projects
3.
Yes – we use SharePoint for most or all projects
4.
Yes – we use SharePoint and Microsoft® Project synchronized on many
projects

5. Session Contents
1. SharePoint 2013 for Project Management
2. Project 2013 – the sync with SharePoint 2013
3. Getting to the Next Level with SharePoint and Project
4. Extra Resources – incl. Free SharePoint PM Template

6. Session Contents
1. SharePoint 2013 for Project Management
2. Project 2013 – the sync with SharePoint 2013
3. Getting to the Next Level with SharePoint and Project
4. Extra Resources – incl. Free SharePoint PM Template

7. How to manage projects – simple version!
1.
Processes (e.g. Goals, Tasks, Issues, Risks, etc.)
2.
Reports (e.g. Open Work, Overdue Issues, Resources, etc.)
3.
Constantly connect the people on the project to the processes
4.
Evolve and mature the way you manage projects

8. 1. Processes (e.g. Deliverables)

9. 1. Processes (e.g. Issues)

10. 1. Processes (e.g. Tasks – in WBS Mode)

11. 2. Reports (e.g. Timelines)

12. 2. Reports (e.g. Notebooks)

13. 3. Connect People to the Project (e.g. Newsfeeds)
Source … Microsoft
SharePoint Team
Blog:
http://sharepoint.mi
crosoft.com/blog/P
ages/BlogPost.aspx?
pID=1014

14. 3. Connect People to the Project (e.g. email,
Alert, Project sync, Outlook sync, Excel export
and Workflow)

15. 3. Connect People to the Project (e.g. Mobile
access, including update and edit)

16. 3. Connect People to the Project (e.g. SkyDrive Pro)
Source … Microsoft SharePoint Team
Blog:
http://sharepoint.microsoft.com/blog/P
ages/BlogPost.aspx?pID=1014

17. 4. Evolve Project Management

18. 4. Evolve Project Management

19. Session Contents
1. SharePoint 2013 for Project Management
2. Project 2013 – the sync with SharePoint 2013
3. Getting to the Next Level with SharePoint and Project
4. Extra Resources – incl. Free SharePoint PM Template

20. Step 1 – Open with Microsoft Project 2013

21. Step 2: Manipulate in Microsoft Project

22. Step 3: Save in Microsoft Project

23. Step 3: Automatically Saves in SharePoint

24. Step 3: Task List in SharePoint is Updated

25. Step 3: Saves the MS Project File in SharePoint

26. Not Designed to Work with Project 2010

27. Project 2013 Sync Update – 1
As before requires Project Professional 2013
Now deals with stuff it used to reject, e.g.
a space at the start of a Task Name
unsupported characters in the Task Name
characters like !=-(*&^%$£” etc.
all supported without issue
Very happy to say it now manages
Lead and Lag
Relationships other than FS SS, SF, FF

28. Project 2013 Sync Update – 2

29. Session Contents
1. SharePoint 2013 for Project Management
2. Project 2013 – the sync with SharePoint 2013
3. Getting to the Next Level with SharePoint and
Project
4. Extra Resources – incl. Free SharePoint PM Template

30. http://bit.ly/14wvvlt
What is Going Away with 2013
Description of change
The Chart Web Part is
no longer available.
SharePoint Status
Indicators and Status
Lists are no longer
available.
Reason for change
Workaround (if applicable)
Applies to
Similar features can be used with other
applications, such as Excel Services.
If you used the Chart Web Part in
SharePoint Server 2010, you can continue
to use it in SharePoint Server 2013. If you
did not use the Chart Web Part in
SharePoint Server 2013, SharePoint Online
SharePoint Server 2010, you can use other 2013
SharePoint functionality such as Excel
Services to display a chart in a SharePoint
site.
Similar features can be used with other
applications, such as Excel Services.
If you used SharePoint Status Indicators in
SharePoint Server 2010, you can continue
to use them in SharePoint Server 2013. If
you did not use SharePoint Status
SharePoint Server 2013, SharePoint Online
Indicators and Status Lists in SharePoint
2013
Server 2010 you can use other SharePoint
functionality such as Excel Services to
create key performance indicators (KPIs).

31. Boundaries or Opportunities to Extend
Some of the project management capabilities not designed to be included in out of
the box SharePoint 2013
KPI’s and Charts (unless you build your own with Excel Services)
Built in Project Management Training to the SharePoint sites
Project Reporting in one site across many lists, e.g., My Work, Project Status
Portfolio Reporting, e.g., Projects Status, Late Issues, Risks Occurred
Metrics and trend history and charting – single projects and portfolios
Templates, e.g., Project Office, Scrum, Agile, IT, Lite, Standard, Structured
Best practice / template replication
SharePoint is an awesome platform – and it is designed to be extended!

32. Project Office / Portfolio Office in SharePoint

33. Session Contents
1. SharePoint 2013 for Project Management
2. Project 2013 – the sync with SharePoint 2013
3. Getting to the Next Level with SharePoint and Project
4. Extra Resources – incl. Free SharePoint PM
Template

34. Time Out and Reflection – After
Would you now consider using SharePoint to manage projects?
1.
No
2.
Yes – we will use SharePoint for some projects
3.
Yes – we will use SharePoint for most or all projects
4.
Yes – we will use SharePoint and Microsoft® Project synchronized on many
projects

35. Start Quick and Get Experience
“For the things we have to learn,
before we can do them,
we learn by doing them.”
- Aristotle

36. Free Project Management SharePoint Template

37. Try Project 2013 and SharePoint 2013 for yourself

38. Questions?

39. Intelligence – Integrity – Innovation
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