Post on 20-Aug-2015
transcript
EPM-311: Designing wInsight Dashboard ViewsPresented by:
Roland Atencio, Deltek Sales Engineering
April 18, 20232 ©2011 Deltek, Inc. All Rights Reserved
AgendaIntroduction
Overview of SharePoint
Why use SharePoint as a Program Management Information System (PMIS)
Using SharePoint Designer for effective deployment
Using SharePoint as a Dashboard with Web Part
Tips and Tricks
Overview of wInsight Web Parts
Software Demonstration
April 18, 20233 ©2011 Deltek, Inc. All Rights Reserved
wInsight Dashboard best practice approachesPrevious sessions were focused on how to use the Web Parts
Will address recommended ways to deploy a SharePoint site model How to use it as PMO site How to organize and plan for it How to use some of today’s tools like SharePoint Designer
Using SharePoint as Dashboard with WS Web Parts Optimizing Control Account Managers Sub Contractors
April 18, 20234 ©2011 Deltek, Inc. All Rights Reserved
Overview of SharepointIt is much more than a document management tool
Microsoft defines Sharepoint 2010 as “the business collaboration platform for the Enterprise and the Web”
It empowers PMO to deploy project team site with PM data
Integration into MS Windows SharePoint Services 2007 Or WSS 3.0
Simple drag and drop web parts into a page
Integrate Security supporting single sign on
Communicate with Source databases for real time data feeds
Rich with Collaboration features such as Document Storages, Team Calendars, Action Item Tracking, Discussion Threads, Custom Lists, Workspaces, Sites, Etc.
April 18, 20235
Why use Sharepoint in a PMIS
©2011 Deltek, Inc. All Rights Reserved
Improves how data is managed and facilitates collaborationEasier to learn, has better integration with:
wInsight, ARM (Web Parts) MS Office, Project (powerful integration) Third Party graphical applications Crystal Reports (MPM DW)
Eliminate many redundancies through information storage and data management capabilitiesManage multiple databases sources and applicationsCan easily replicate Dashboards to multiple projects
April 18, 20236
Organizing Sharepoint in a PMIS
©2011 Deltek, Inc. All Rights Reserved
Decide how SP sites will be structuredFor multiple programs, make multiple sites, Dept, BUBranding and usability
Consistent standards and corporate compliance Personalization of PM reviews Easily move across all projects (familiarization)
Determine who has access, permissions and roles (Contribute, “Read”)Use the Collaborative feature of SP
April 18, 20237
Using Sharepoint Designer to create effective Dashboards
©2011 Deltek, Inc. All Rights Reserved
Designer is a powerful site editing tool Customization of all the Collaborative features Has tools and advance functionality
You do not need programming skills however: Strong SP and web content knowledge Designer Permissions in SP is necessary
Standard SP Page Templates can be limitingAllows Web Part Zones movementAdd Web Parts (wInsight, ARM, 3rd Party)WYSIWYG that allow manipulation of components
April 18, 20238
Using Sharepoint as a Dashboard
©2011 Deltek, Inc. All Rights Reserved
Dashboard – Consolidates, aggregates and arranges project measurementsSingle screen – monitor information at a glanceDifferent views for different user:
Senior Management (Consumers) PM and CAM (Performers) PCA, Analysts (Caretakers)
Can handle multiple databases, WS Web services, Layouts
April 18, 20239
Optimizing wInsight Web Parts in a Dashboard
©2011 Deltek, Inc. All Rights Reserved
No Programming Skills Required To Create PagesHighly Customizable Because The Web Parts Interact With Each OtherOS Authentication pass throughWe have three types of Web parts Display Web Parts– Sort, Chart, Reports, Narrative,
Schedule List Web Parts – Dataset, Chart, Report, Filter, View Special Web Parts – Login, Data
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Tips and Tricks
©2011 Deltek, Inc. All Rights Reserved
Decide if you want to consolidate or keep separate sites
Identify a “super user of wInsight and Sharepoint” – Designer rights
Shared Mode first, then Publish or Personalize
Keep key wInsight specific files within the respective Web Services (WSCustom, WS Report, GVCustom)
Use ?Dmode=1 Design and ?Dmode=0 for Display when editing Session Variables
April 18, 202311
wInsight Web Parts
©2011 Deltek, Inc. All Rights Reserved
Web Part Modes Design
Behind the scenes view of a web part Exposes the parameters to set it up
Display Front end of a web part Shows only the web part object
Connecting Web Parts – Session variables Passes the selected data from one web part to another Defined by user for flexibility One-to-many relationship for customization
April 18, 202312 ©2011 Deltek, Inc. All Rights Reserved
wInsight Web Parts Design Mode
April 18, 202313 ©2011 Deltek, Inc. All Rights Reserved
wInsight Web Parts Display Mode
April 18, 202314 ©2011 Deltek, Inc. All Rights Reserved
Connecting wInsight Web Parts
April 18, 202315 ©2011 Deltek, Inc. All Rights Reserved
Connecting wInsight Web PartsCUM Element Performance Bull’s Eye Chart
April 18, 202316
Software Demonstration
©2011 Deltek, Inc. All Rights Reserved
April 18, 202317 ©2011 Deltek, Inc. All Rights Reserved
Call to ActionInvestigate further at what wInsight Dashboard can do for your organization
Get with your Deltek representative to investigate further how this web solution can improve your PM information
Look at how SharePoint can enhance collaboration within your teams/projects
I will be around at Kiosks to further clarify any questions
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