Post on 30-Nov-2014
description
transcript
Leverage Project 2010 with SharePoint 2010 for
Project Management Success
Dux Raymond Sy, PMP, MVP InnovaBve-‐e
Watch Video Recording: hFp://vimeo.com/23903761
Twi$er: @meetdux #nacstech #msproject
PresentaBon ObjecBves
• In this presentaBon, you will learn how to – Assess your project management maturity – Create a SharePoint-‐based Project Management InformaBon System
(PMIS) – Integrate MicrosoU Project informaBon with SharePoint – Empower a project team to collaboraBvely share relevant informaBon – Build a project management dashboard in SharePoint
Twi$er: @meetdux #nacstech #msproject
Meet Dux
• Managing Partner, InnovaBve-‐e, Inc. • SharePoint Server MVP • Author, “SharePoint for Project
Management” by O’Reilly Media • For more informaBon, connect with Dux
– E-‐Mail: dux.sy@innovaBve-‐e.com – TwiFer: twiFer.com/meetdux – Blog: meetdux.com
Twi$er: @meetdux #nacstech #msproject
Agenda
• Is MicrosoU Project with SharePoint the Silver Bullet? • EffecBvely IniBaBng and Planning Projects • FacilitaBng Efficient Team CollaboraBon • Tracking and ReporBng Relevant Project Status • QuesBons and Answers
Twi$er: @meetdux #nacstech #msproject
Twi$er: @meetdux #nacstech #msproject
Let’s Get Our PrioriBes in Order
• Tools don’t run projects – Relevant project management process – Responsible and accountable people – Realize that MicrosoU Project and SharePoint are tools
• Relevant project management process is necessary – Project definiBon and iniBal planning is needed prior to using these
tools • Project Charter • High-‐level Scope • Work Breakdown Structure (WBS)
Twi$er: @meetdux #nacstech #msproject
PEOPLE • No PM
background • Basic PM training • PM Certification
PROCESS • Ad-hoc • PM Process
Standardized
• Automated workflows , portfolio reporting
TOOLS • Paper, Word,
Excel, Email
• Templates, Scheduling and Collaboration Tool
• EPM Tool
Level 1: IniBal Level 2: Repeatable Level 3: Defined
Twi$er: @meetdux #nacstech #msproject
PMIS
• A Project Management InformaBon System (PMIS) is a standardized set of automated project management tools available within the organizaBon and integrated into a system – Support the generaBon and maintenance of project arBfacts – Facilitate communicaBon and feedback – Monitor project acBviBes – Control project changes – Analyze and forecast project performance
• Contains real-‐Bme informaBon essenBal for iniBaBng, planning, execuBng, controlling, and closing a project
Twi$er: @meetdux #nacstech #msproject
MicrosoU Project 2010
• A project management tool that supports – Project Schedule development and management
• Planning • Tracking
– Resource Management – Project ReporBng
• It assumes that you are familiar with a project management process
Twi$er: @meetdux #nacstech #msproject
SharePoint 2010
• The business collaboraBon plagorm for the enterprise • Provides collaboraBve project management tools to
– Centralize project arBfacts – Streamline communicaBon – Generate relevant reports – Interact with other MicrosoU
tools
Twi$er: @meetdux #nacstech #msproject
Agenda
• Is MicrosoU Project with SharePoint the Silver Bullet? • EffecBvely IniBaBng and Planning Projects • FacilitaBng Efficient Team CollaboraBon • Tracking and ReporBng Relevant Project Status • QuesBons and Answers
Twi$er: @meetdux #nacstech #msproject
Create a PMIS During Project DefiniBon
• Project definiBon specifies the five w’s of the project and success criteria
• As soon as a project is defined, create a SharePoint site to serve as the PMIS
• Central repository for relevant project arBfacts
• Controlled access to stakeholders
• Ideally, a SharePoint PMIS site template is uBlized
Twi$er: @meetdux #nacstech #msproject
Project Planning
• The iniBal Work Breakdown Structure (WBS) has to be developed prior to uBlizing MicrosoU Project
• A WBS is a deliverable based grouping of project tasks – An effecBve way to define and organize all of the work required to
complete a project
Project Planning 101: hFp://spgur.us/j2EhOe
Twi$er: @meetdux #nacstech #msproject
Create MicrosoU Project Plan
• Once the WBS is created, create MicrosoU Project Plan
Watch: EffecBvely Planning, Tracking & Controlling Projects with MicrosoU Project 2010 hFp://bit.ly/aB9vEi
Twi$er: @meetdux #nacstech #msproject
Agenda
• Is MicrosoU Project with SharePoint the Silver Bullet? • EffecBvely IniBaBng and Planning Projects • FacilitaBng Efficient Team CollaboraBon • Tracking and ReporBng Relevant Project Status • QuesBons and Answers
Twi$er: @meetdux #nacstech #msproject
SharePoint Provides CollaboraBon Tools
• InformaBon Management – Centralized Storage – Version Control – Check-‐in / Check-‐out
• Project AcBviBes – Requirements Gathering – MeeBngs – DocumenBng Lessons Learned
• MicrosoU Office IntegraBon
Twi$er: @meetdux #nacstech #msproject
Agenda
• Is MicrosoU Project with SharePoint the Silver Bullet? • EffecBvely IniBaBng and Planning Projects • FacilitaBng Efficient Team CollaboraBon • Tracking and ReporBng Relevant Project Status • QuesBons and Answers
Twi$er: @meetdux #nacstech #msproject
What are You Tracking?
• Typical areas that are tracked – Schedule – Budget – Change
• Project tracking entails – Monitoring – Analyzing – CorrecBng
Twi$er: @meetdux #nacstech #msproject
Synchronize MicrosoU Project with SharePoint
• With MicrosoU Project 2010 – Schedule can be synched with a SharePoint project task list – Custom fields can be synchronized as well
• This means that – Project resources can enter
updates in SharePoint – Project managers can synchronize
updates with Project – Custom field informaBon
can be used to generate reports
Project 2010 Sync with SharePoint: hFp://bit.ly/YJthK
Twi$er: @meetdux #nacstech #msproject
Create Visual Reports or Dashboards
• InformaBon from the project task list can be displayed in a dashboard through web parts – SharePoint 2010 comes with out of the box charBng web parts
Twi$er: @meetdux #nacstech #msproject
Automate Processes
• Workflows can be leveraged to facilitate the automaBon of common project management processes
Twi$er: @meetdux #nacstech #msproject
Agenda
• Is MicrosoU Project with SharePoint the Silver Bullet? • EffecBvely IniBaBng and Planning Projects • FacilitaBng Efficient Team CollaboraBon • Tracking and ReporBng Relevant Project Status • QuesBons and Answers
Twi$er: @meetdux #nacstech #msproject
QuesBons?
E-‐Mail: dux.sy@innovaBve-‐e.com
LinkedIn: meetdux.com/li
Blog: meetdux.com
TwiFer: meetdux
How did you like the presentaBon? hFp://meetdux.com/feedback
Thank You!
Dux Raymond Sy, PMP, MVP InnovaBve-‐e