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

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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

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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

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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

April 18, 202310

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

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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

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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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