This document discusses how Microsoft Project and SharePoint can be used together for project management. It provides an overview of Project and SharePoint, their requirements and architectures. It describes how projects can be managed using SharePoint task lists or using the full capabilities of Project Server. The document concludes with a demo showing SharePoint and Project Server being used in collaboration for project management.

1. Microsoft SharePoint &
Project Server are Better Together

2. Agenda
• Introduction
• Project Management
• Project / Project Server/SharePoint
– Microsoft Project Management Tools
Requirements
Architecture
Considerations
• Demo
• Q&A

3. Quick Facts
About Us
• 23rd Year
• Grand Rapids &
Royal Oak
• 30 Staff
Approach
• Vendor
Independent
• Non-reseller
• Professional
Services Only
Partnerships
• Microsoft Gold
• VMware
Enterprise
• Citrix Silver
• Cisco Premier
• Novell Gold
About Us
• 23rd Year
• Grand Rapids &
Royal Oak
• 30 Staff
Approach
• Vendor
Independent
• Non-reseller
• Professional
Services Only
Partnerships
• Microsoft Gold
• VMware
Enterprise
• Citrix Silver
• Cisco Premier
• Novell Gold

4. Microsoft Gold Partner
Competencies
Four Gold
Eight Silver
Successes
Customer
Excellence Award
Virtual Technical
Specialist (VTSP)
Managed Partner
Numerous Partner
Awards
Pinpoint
Microsoft’s official
partner directory
5-star rating

5. Expertise

6. C/D/H Project Management
Expertise
• C/D/H Project Management Group
– Five members
– PMI certified
– Experience in multiple project management
tools and methodologies
– Experience in PMO development and
operations

7. Get Social with C/D/H
facebook.com/cdhtech@cdhtweetstech
www.linkedin.com/company/cdh

8. Your Presenter
Doug MacNEIL,
Lead Consultant
PhD-Candidate| PMP |
MCITP:EPM | MCT
MCTS | MOS | CNE
DougM@cdh.com

9. What is a “Project”?
“A project is a temporary endeavor
undertaken to create a unique product
service or result”
Source:
A guide to the project management body of
knowledge (PMBOK Guide) Fourth Edition

10. Why SharePoint and Project
Server?
• What are you using now for Enterprise
Project Management (EPM)?
• What pain points are you experiencing?
• Do you need EPM?

11. 1910s 1950s 1960s 1970s 1980s 1990s 2000s
(1861–919)
The Gantt Chart
developed
by Henry
Laurence Gantt
(1950s)
The Critical path
method
(CPM) invented
(1958)
The Program
Evaluation and
Review Technique
(PERT)
method invented
(1969)
Project Management
Institute (PMI) established
(1975)
PROMPTII
methodology
created by Simpact
Systems
(1986)
Six Sigma
Methodology
(1987)
First PMBOK
Guide published
(1989)
PRINCE method derived
from PROMPTII is
published by the U.K.
Government
(2002) Portfolio
Management
Techniques
(1995)
Agile Project
Management
Project Management Evolution

12. Project Management
• Projects in one form or another have been
undertaken for millennia
• Gantt Chart first developed in 1920
• The latter half of the 20th century people
started to talk about “Project Management”

13. Why Project Management
• Project and Portfolio Management helps
organizations gain visibility and control across all
work, enhancing decision-making, improving
alignment with business strategy, maximizing
resource utilization, and enhancing project
execution

14. The Business Needs
Align work with strategic
objectives
Manage projects and
resources effectively
Gain visibility and
control over projects
Rationalize investment

15. Microsoft Project Management
Tools
• Microsoft Project
• Microsoft Project Server
• Microsoft SharePoint

16. Microsoft Project
• Microsoft Project gives you a powerful, visually
enhanced way to effectively manage a wide
range of projects and programs

17. Editions of Microsoft Project
• Project Standard
– Keep projects organized and easily measure
and communicate progress with modern
reports.
• Project Professional
– Easily collaborate with others to quickly start
and deliver winning projects. Improved
synchronization with SharePoint 2013 helps
you effectively track status from virtually
anywhere.

18. Editions of Microsoft Project
• Project Professional for Office 365
– Get the control and capabilities of Project
Professional 2013 from virtually anywhere as
an always up-to-date desktop subscription
through Office 365.

19. Microsoft Project Tools
• Target Audience:
– Project Standard
• Individuals and Part Time Project Managers
• “Accidental” Project Managers
– Project Professional
• Full Time Project Managers
• Dedicated Project Managers
• Located within a specific department

20. Microsoft Project Tools
• Target Audience:
– Project Server with Project Professional
• Full Time Project Managers
• Dedicated Project Managers
• Located within PMO, Engineering R&D, Product
Development
− SharePoint with or without Project Server and
Project Pro
• General Knowledge Worker
• Located throughout organization

21. What is Microsoft Project
Server 2013
• Microsoft Project Server builds upon the
Microsoft SharePoint Server platform
• Provides a basis for Project Web
Application pages, site administration,
project workspaces, and authentication
infrastructure for Project Server users.

22. What is Microsoft Project
Server 2013
• Microsoft Project Server 2013 provides
innovative capabilities across the entire
lifecycle
• Helps organizations effectively initiate,
select, plan and deliver projects on time
and within budget.

23. Microsoft Project Management
Overview
• Microsoft Project History
– 1984 – Original version DOS based
– 1986 – Version 4 (Final DOS based version)
– 1990 – Version 1 for Windows
– 1991 – MAC version released
– No version 2 for Windows ever released
– Current version is 15th release
• Project 2013
• Project Online

24. Microsoft Project Management
Overview
• Microsoft Project Server History
– 2000 – Project Central
– 2002 – Project Server 2002
– 2003 – Office Project Server 2003
– 2007 – Office Project Server 2007
• Major Architectural Change
– Began Integration with SharePoint
– 2010 – Office Project Server 2010
– Current
• Office Project Server 2013
• Project Online

25. Microsoft SharePoint
Overview
• Microsoft SharePoint History
– 2001 – Portal Server
– 2002 – Team Services
– 2003 – Portal Server 2003
– 2007 – SharePoint Server 2007
– Began Integration with Project Server
– 2010 – SharePoint Enterprise 2010
– Current - Released late in 2012
• SharePoint Server 2013
• SharePoint Online

26. SharePoint Requirements
• Depends on Farm Design
– Windows Server
• 2012
• 2008 R2 SP1
– SQL Server
• Server 2008 R2 with Service Pack 1
• Server 2012

27. Project Server Requirements
• Windows Server
– 2012
– 2008 R2 SP1
• SQL Server
– Server 2008 R2 with Service Pack 1
– Server 2012
• SharePoint Server 2013

28. Project Server 2013 Architecture

30. Project Server 2010 Architecture
• Project Server 2010 requires Microsoft
SharePoint Server 2010 Enterprise as an
installation requirement.

31. Project Server 2010 Architecture

32. Project Server 2007 Architecture
• Office SharePoint Server 2007 aggregates
services and applications that were
previously separate products.

33. Project Server 2007 Architecture

34. You just might be a Project
Manager
• If you're 6 months late on a milestone due
next week but really believe you can make
it, you just might be a project manager.
(Apologies to Jeff Foxworthy)

35. SharePoint and Project Server Both
Great Products

36. SharePoint and Project Server But
even Better Together

37. Project Management with Project
and SharePoint
• Managing projects as SharePoint task lists
• Managing projects with full control

38. Project Management with Project
and SharePoint
• The Project Application Service in Project
Server 2013 can be associated with a
SharePoint site collection for use with
SharePoint tasks lists, The Project
Application Service can also import a
SharePoint task list as an enterprise
project for full Project Server control.

39. Project Management with Project
and SharePoint
• With a SharePoint task list, SharePoint
maintains the project site in a site
collection; Project Professional can
synchronize with and update the tasks list.
A project site can be an independent
SharePoint tasks list or a tasks list that is
synchronized with an .mpp file; the .mpp
file can be stored locally or in a SharePoint
library.

40. SharePoint Task List Approach

41. Project Server Approach

42. SharePoint and Project Server
Collaboration
• Connect teams

43. SharePoint - Project Management
When implementing project management is that
if you try for too much too soon, you will fail…

44. SharePoint – Project Site
Ability to create a SharePoint Site Dedicated to a
single project to act as a central repository of
project content.

45. Demo: SharePoint and Project
Server In Action

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