Welcome to the Minnesota SharePoint
User Group
• Introductions / Overview
• Project Tracking / Management / Collaboration via SharePoint
• Multiple Audiences for Information
• Differing Levels of Sophistication
• WSS / Lists / Libraries
• Project Server 2003
• Q & A
Agenda
• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker Technologies
• New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• I’m guessing you’ve heard of them
Introductions – MNSPUG Sponsors
Build a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions
User Group Goal / Objectives
• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
www.sharepointmn.com
www.sharepointmn.com
• Next Meeting
• February 9th 9:00 AM to 11:00 AM
• Microsoft’s Bloomington Office
• Topic: To Be Announced
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:00 am
• Microsoft’s Bloomington Office
Upcoming Schedule
Project Tracking / Management / Collaboration
• Project definition
• Project profile (ex. Type)
• Project sponsor / client
• Tasks
• Dates (start / end)
• Duration
• Resources
• Assignments
• Reports
• Gantt
What Makes a Project?
• Project Managers
• Manage the project / update information
• Track project status
• Resource Managers
• Manage resources / assignments across multiple projects
• Resources
• Update time spent on tasks
• Update info re: issues
• Clients / Sponsors
• Track project status ex. “How are things going?”
• Executives
• Aggregate view of all projects
Audiences of Project Information
• Project Managers manage 1 or more projects
• Resource Managers manage 1 or more resources
Key Information Traits / Relationships of Projects
Project Manager
Project 0
Project 1
Project n
Resource Manager
Resource 0
Resource 1
Resource n
Client / Sponsor
Project 0
Project 1
Project n
Resource
Project 0
Project 1
Project n
• Resources are assigned to 1 or more projects
• Clients / Sponsors have 1 or more projects
Key Information Traits / Relationships of Projects
Designing SharePoint to support tracking, management and collaboration
of projects
• Create better visibility into projects
• Create a centralized repository for project information / documents
• Provide all audiences with a view into the information on projects
• Easy to maintain
Core Goals
• Windows SharePoint Services (WSS)
• Lists
• Document Libraries
• Sub Site Listing Web Part
• Templates
Core Components
• Utilize WSS to create Client / Sponsor sites
• Site dedicated to Client / Sponsor
• Profile of client
• Create as template
• Possibly leverage external info from existing systems
• Provide access to key groups / users / departments
• Extranet capability
Core Design Concepts
• Utilize WSS to create sites below Client / Sponsor Sites
• Establish hierarchy of sites below client / sponsor site
• Reflects 1 to many relationship of clients to projects
• Access to sites is based on what users / groups are assigned to site
Core Design Concepts
Client / Sponsor WSS Site
Project Site 0 Project Site 1 Project Site n
• Create custom lists to track projects
• Utilize lists to store info related to clients / projects
• Tasks
• Contacts
• Issues (bugs)
• Alerts
• Utilize document libraries / Form libraries to store information
• Requirements
• Specifications
• Contracts
• Alerts
Core Design Concepts
• Utilize sites construct for meetings within a project
• Project can utilize sub web part to track status meetings
• Create templates to easily extend
• Utilize WSS ‘Save as template’ feature
• Save content or just structure
Core Design Concepts
Project Site
Meeting Workspace 0 Meeting Workspace 1 Meeting Workspace n
• Linking to other systems
• CRM systems
• Accounting systems
• Existing EPM systems
• Others
Other Considerations
SharePoint Demo
Project Server 2003 / SharePoint
• Microsoft’s Enterprise Project Management (EPM) solution
• Aims at addressing the scenarios of:
• Multiple projects
• Multiple resources
• Resources assigned to multiple projects
• Projects have multiple resources assigned to them
• Multiple user types
• Project Managers
• Resource Managers
• Resources
• Executives
What is Project Server 2003?
• Both a web based and desktop tool solution
• Project Web Access
• Web based environment
• SQL Server backend
• Analysis Services (OLAP)
• Windows SharePoint Services
• Project Professional 2003
• Desktop Client
• Connects to Project Server
Project Server 2003 Technology
• Home
• Tasks
• Projects
• Resources
• Status Reports
How is Project Server 2003 Structured?
• Updates
• Risks
• Issues
• Documents
• Admin
• Home Page
• Snapshot of many of the core items a particular user needs
• Updates for the user
• News tasks
• Status reports
Project Server Home
• Task Page
• Task view for a current user
• Only lists tasks for user
• Spans all projects
• Update time on tasks
• View in Gantt format
• Sends updated tasks to project manager
Tasks
• Projects
• Displays projects for user with access to projects
• Project manager can open projects in Project Professional to maintain and save back to Project Server
• Gantt Charting
• Project files (.mpp) are uploaded to Project Server to create online project
Project Center
• Resources
• Displays resources in the system
• Resource manager can add / modify resources
• Central repository of resources
• Resources are managed by opening up in Project Professional and then saving back up to Project Server
Resource Center
• Status Reports
• Central repository for status reports for user
• Status reports can be scheduled (daily / weekly)
• Resources fill out and submit to Project Manager
• Project Manager can aggregate reports and get a sense of how project is going
Status Reports Organizer
• Updates
• View task changes submitted by resources
• Project manager receives time updates from resources and publishes to central repository on project
Updates
• Integrates with Windows SharePoint Services (WSS) to link to WSS site where Risks are managed for each project
• Risks
• Risks associated with a project
• Issues
• Issues associated with a project
• Documents
• Documents associated with a project
Risks, Issues, and Docs
• Admin
• Security
• Manage users / groups
• Manage views (reports)
• Configuration
• Integration w/ WSS
Administration
• Project Template
• Project Server provides a project template for WSS
• Server can be configured to create a site by default
• This site stores Documents, Risks and Issues for Project Server
• Site can be used as collaborative space for users (similar to what was demonstrated earlier)
• Project Web Access Web Parts
• Comes with a web part with different views that can be dropped into SharePoint
• Encapsulates certain parts of Project Web Access
Project Server Integration with SharePoint
• Project Web Part Views
• Project Portfolio Analyzer
• Project Resource Assignments
• Project Center
• Project Report
• Project Timesheet
• Project Manager Updates
• Can be filtered by project
Project Web Parts
• My Site
• Web part page
• Put Project Web Access Web Part on Page
• Set View
• ex: Timesheet
• Set project filter
• 0 for all assigned
• Utilize to enter time without having to go to Project Web Access main page
Project Web Part Usage Scenario
• Project Server 2003
http://www.microsoft.com/office/project/prodinfo/epm/default.mspx
• Sub Web Listing Web Part
http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a=413
Resources
Q & A