pm news ottobre 2012

# #OTTOBRE 2012

PM NEWSProject Management Newsletter

Bimestrale di informazione sul Project Management

In questa release:Microsoft Project 2013 - Benefit PMP, Office 365, Project e Visio: docu-menti e progetti nella cloud, Creating a SharePoint Workflow with Visio Premium 2010, e altri articoli sul mondo del PM

PM News © é un progetto editoriale on line di ST NEXT

Buon lavoro!

Questo mese vi illustreremo diverse soluzioni, utili a migliorare le vostre performance lavorative riguardanti il project management.

PM News é un progetto editoriale on line di ST NEXT

Da oltre 10 anni ST NEXT SRL è leader per le soluzioni di project management , sviluppo software e applicazioni workflow.L’esperienza professionale e le certificazioni acquisite, fanno di ST NEXT un partner sicuro per la realizzazione di sistemi di project management e per il raggiungimento degli obiet-tivi aziendali. Molte aziende leader di settore si sono affidate ad ST NEXT per lo sviluppo e l’ottimizzazione dei processi aziendali sia su territorio nazionale che per le aziende partner su territorio estero.

ST NEXT © - PM NEWS - Project Management Newsletter © Ottobre 2012


http://www.stnext.it

Sommario

Focus on:# Microsoft Project 2013 Benefit PMP

Tutorial# Office 365, Project e Visio: documenti e progetti nella cloud

Tips & Tricks# Microsoft Project 2010

IT Tools#Creating a SharePoint Workflow with Visio Premium 2010 - SharePoint Workflow Authoring in Visio Premium 2010

Our Network



Project Online enables organizations to get started, prioritize project portfolio investments, and deliver with the intended business value. It’s the flexible solution for project portfolio management (PPM) and everyday work, delivered through Office 365—which brings to-gether cloud versions of Microsoft’s familiar productivity applications.



Focus On:Microsoft Project 2013Benefit

Take action Get started quicklyProject Online helps you get started quickly. Vi-sual tiles identify important steps and provide a simple guide for you to begin or flex project portfolio management (PPM) capabilities.

Access from virtually anywhereProject Online extends your PPM experience to smartphones, keeping you up-to-date while you're on the go with an interface suited to small form-factors.

Flexible project portfolio managementSelect optimal portfoliosProject Online enables you to define and select project portfolios that align with your business strategy–prioritize competing requests, run op-timization scenarios under varying budgetary constraints, and maximize resource utilization to manage capacity.

Deliver projects successfullyProject Online helps you effectively manage ev-eryday work in SharePoint Online and the tac-tical details of execution with Project Pro for Office 365 or Project Web App (PWA), while en-suring alignment with business priorities.

Gain visibility and controlSee what your teams are doing–even when they’re managing everyday work or ad-hoc projects in SharePoint Online task lists. You can also move ad-hoc projects from SharePoint Online into Project Online when you need more control. Now you can see all demand and govern accordingly, accurately measure utilization and make objective decisions that align with your strategic goals.

Easily create workflowProject Online allows you to create workflows with Visio in SharePoint Designer, to subject each project to the appropriate controls throughout its lifecycle–to improve governance and

control.


Microsoft Project 2013

Strengthen everyday collaboration

Discover and share informationShare documents, follow people and sites, or simply keep track of what people are working on. By binding together the social experiences of SharePoint Online and Project Online, you can facilitate discussions and information sharing to help you complete projects and every-day work.

Improve decision makingProject Online enables you to see summary dashboards, plans, and timelines in PWA, help-ing you glean insight and make better decisions across a collection of projects, a particular program or portfolio. Self-service access enables decision makers and analysts to quickly mine and aggregate data–to understand risk and align long-term planning and short-term execution needs with business priorities.


Microsoft Project 2013

Increase agility and control

Simplify IT managementProject Online simplifies IT management with straightforward provisioning, enterprise-grade reliability and integrated administration with SharePoint Online so it's easier for your IT staff to administer.

Explore the SharePoint StoreQuickly act on new challenges or respond to big opportunities. Shave time off discreet pro-cesses. With Project Online, you can choose apps from the SharePoint Store to meet the needs of your business.


TutorialOffice 365, Project e Visio: documenti e progetti nella cloud


Mario, l’amministratore delegato di un azienda con 200 dipendenti, vuole che tutti i suoi dipendenti, che ha appena dotato di smartphone, abbiano accesso ai dati e ai documenti aziendali tramite internet, che lavorino insieme ai piani di progetto, condividano dati azien-dali e siano anche in grado di modificarli lontano dall’ufficio.

Guarda il video per scoprire come Roberto, il responsabile del dipartimento informatico, ha soddisfatto queste esigenze portando l’azienda, e i suoi colleghi, nella cloud.

Clicca qui pe vedere il video su Microsoft ShowCase

http://www.microsoft.com/it-it/showcase/details.aspx?uuid=3a36422c-81db-4bc5-a9d9-91a4bc8c4559


Tips & TricksMicrosoft PROJECT 2010

Visualizzazione Pianificazione teamGrazie alla funzionalità Pianificazione team è possibile visualizzare rapidamente tutte le at-tività assegnate ai diversi membri del team e spostare le attività da una persona all’altra. È inoltre possibile visualizzare e assegnare il lavoro non ancora assegnato, verificare le sovrassegnazioni e visualizzare i nomi delle attività e delle risorse: il tutto in un’unica visualizzazione ottimizzata! La gestione delle attività e delle risorse non è mai stata così semplice!


• Se ad esempio, una risorsa è sovrassegnata, sarà sufficiente trascinare un'attività da una risorsa a un'altra per eliminare la sovrassegnazione.• Se un'attività è in ritardo rispetto alla programmazione, è possibile trascinare l'attività e assegnarla alle risorse libere.• Lo stato di avanzamento delle attività è in linea con la programmazione.• Se alcune attività non sono ancora state assegnate, è possibile trascinarle verso ri-sorse che risultano libere.


Microsoft PROJECT 2010

Visualizzazione Sequenza temporaleLa vista Sequenza temporale viene visualizzata automaticamente sopra altre visualizzazioni e mostra una panoramica sintetica dell’intera programmazione. È possibile aggiungere at-tività alla Sequenza temporale o stamparla per ottenere un riepilogo dall’aspetto accatti-vante dell’intero progetto. In aggiunta, è possibile anche importare la Sequenza temporale all’interno di un messaggio di posta elettronica o in una presentazione per ottenere una rap-presentazione efficace.

Aggiunta rapida di nuove colonneL’aggiunta di colonne in Project è molto semplice: • È sufficiente fare clic sull’intestazione Aggiungi nuova colonna all’estremità destra della sezione della visualizzazione destinata all’elenco e digitare o selezionare il nome di una colonna. • È inoltre possibile rinominare rapidamente una colonna esistente facendo clic sul ti-tolo corrispondente e digitando il nuovo nome desiderato. La personalizzazione di una colonna non è mai stata così facile!

Dispositivo di scorrimento ZoomProject 2010 consente di applicare rapidamente lo zoom nella sezione rapportata alla scala cronologica di una visualizzazione mediante un dispositivo di scorrimento Zoom situato sul-la barra di stato. È sufficiente spostare il dispositivo di scorrimento verso destra per scegliere l’opzione zoom avanti nella programmazione, ovvero per visualizzare intervalli di tempo più brevi come giorni o ore, oppure verso sinistra per scegliere l’opzione zoom indietro, ovvero visualizzare intervalli di tempo più lunghi come settimane o mesi. È inoltre possibile utilizzare il dispositivo di scorrimento Zoom nel diagramma di Gantt, nel

diagramma reticolare, nelle visualizzazioni Calendario e in tutte le visualizzazioni con grafici.

Creare e utilizzare un elenco delle attività di progetto in Sharepoint 20101. Fare clic su Azioni sito, poi su Visualizza tutto il contenuto del sito e quindi su Crea. NOTA I siti di SharePoint possono essere personalizzati in modo significativo, pertanto se non si riesce a trovare un’opzione, ad esempio un comando, un pulsante o un collegamento, contattare l’amministratore.

2. Fare clic su Elenco in Filtra per in maniera da limitare il numero di voci visualizzate e quindi fare clic su Attività di progetto.

3. Nella casella Nome digitare il nome dell’elenco (impostare un nome è obbligatorio).Il nome compare all’inizio dell’elenco nella maggior parte delle visualizzazioni, all’interno dell’indirizzo Web della pagina dell’elenco e nella struttura di spostamento del sito per sem-plificare l’individuazione dell’elenco da parte degli utenti. Sarà tuttavia possibile modificare il nome di un elenco, anche se l’indirizzo Web rimarrà invariato.

4. Infine fare clic su Crea.

Microsoft PROJECT 2010


Creating a SharePoint Workflow with Visio Premium 2010

IT Tools

SharePoint Workflow Authoring in Visio Premium 2010Introduction

Microsoft® Visio® has long been the tool of choice for documenting processes. Ever since the introduction of workflow support in Microsoft® Office SharePoint Server® 2007, we have been hearing from customers, “wouldn’t it be great to visualize SharePoint workflows in Vi-sio like flowcharts? Wouldn’t it also be great to go from Visio business process diagrams to executable workflows on SharePoint?”



Workflows authored in SharePoint Designer 2010 can also be imported into Visio Premium 2010. For IT professionals who have been implementing SharePoint workflows in SharePoint Designer, it means there is now an alternative way to present these workflows in a visual representation for documentation and for sharing with a broader audience.

This whitepaper gives an overview of how Visio Premium 2010 and SharePoint Designer 2010 together enable easier workflow authoring and tracking. It also includes detailed tips for working successfully between Visio and SharePoint Designer.

SharePoint Workflow Authoring in Visio Premium 2010With Visio Premium 2010, we allow Business Analysts and Process Analysts who are already familiar with flowcharting in Visio to continue to author their business logic in Visio, but we also allow them to go further by exporting that business flow to SharePoint Designer 2010 such that the workflow can be automated in SharePoint.In Visio Premium 2010, we are introducing a brand new drawing template for authoring SharePoint workflows. When you launch Visio, you can click on New under the File tab, click on the Flowchart Template Category, then click on Microsoft SharePoint Workflow to start

authoring a SharePoint workflow.


SharePoint Workflow Authoring in Visio Premium 2010

Note that SharePoint Workflows should only be created from the SharePoint Workflow tem-plate, not other Flowchart templates. Visio does not recognize basic flowcharts or any other non-SharePoint Workflow shapes as SharePoint workflows.

ST NEXT © - PM NEWS - Project Management Newsletter Ottobre 2012


Upon opening the drawing, three stencils are available: SharePoint Workflow Actions, Share-Point Workflow Conditions, and SharePoint Workflow Terminators.

All shapes in the SharePoint Workflow stencils directly correlate to workflow activities pro-vided out-of-box in SharePoint. A workflow action is a “task” or a “step” in the workflow. “Send an Email” is an example of a SharePoint workflow action. A workflow condition is similar to a decision shape in a flowchart, where a flowchart path is dependent on some parameter or logic. An example of a SharePoint workflow condition is “Created By”, where the next workflow activities to execute depends on who created the item in the workflow. Finally, a workflow terminator is used to signify the start or the end of a workflow.To start authoring a SharePoint workflow, you can drop shapes to the drawing canvas, just like creating any flowchart in Visio. All workflows should start with the Start shape, and end with the Terminate shape. For connectors following a condition shape, you can right-click on the connector, and click on “Yes”, “No”, or “(Blank)” to add a label to the connector.

You can also modify the original shape text and replace it with text more relevant to your business process. This shape text is shown in SharePoint Designer after the workflow is ex-ported from Visio. This can help the SharePoint Designer user better understand the pur-pose of the workflow activity.

ST NEXT © - PM NEWS - Project Management Newsletter ©Ottobre 2012


Workflow ValidationTo successfully export a workflow to SharePoint Designer 2010, the workflow must first be valid. To validate a workflow, users can click on the Process tab, and click on the Check Dia-gram button.

In the event that your workflow has issues, an Issues window will pop up, and the shape hav-ing the issue will be highlighted.

While some issues are more common than others, here is a complete table of possible issues as you validate your diagram. This table also includes sample diagrams for each issue, and suggestions on how to fix the diagram. All workflows to be exported to SharePoint Designer must be sequential workflows. State machine workflows and workflows with loops are not supported by SharePoint Designer, and Visio will raise validation issues for such workflows. In addition, Visio does not support the exporting of workflows to Microsoft® Visual Studio®.


ST NEXT © - PM NEWS - Project Management Newsletter Ottobre 2012

A Custom action cannot be added to a workflow dia-gram. The Custom action can only be generated when importing workflow from SharePoint Designer.

To signify an activity that does not yet exist, the “Add a Comment” action should be used. Users should not create a new Custom action from an existing one through copy and paste.

Rule Description Sample Diagram with Issue Suggestions

A Custom condition cannot be added to a workflow dia-gram. The custom condition can only be generated when importing workflow from SharePoint Designer.

To signify an activity that does not yet exist, the “Add a Comment” action should be used. Users should not cre-ate a new Custom condition from an existing one through copy and paste.

A Compound condition can-not be manually added to a workflow diagram. The com-pound condition can only be generated when importing workflow from SharePoint Designer.

To signify a condition that does not yet exist, the “Add a Comment” action should be used. Users should not cre-ate a new Compound con-dition from an existing one through copy and paste.

Parallel activities that are also sequential are not al-lowed.

Avoid parallel activities that are also sequential by adjusting the flow logic such that the activities are only parallel or only se-quential.

Rule Description Sample Diagram with Issue Suggestions



Avoid connectors pointing to the same activity from mul-tiple paths by duplicating the activity:

If dealing with parallel blocks that are one after another (usu-ally workflows constructed from SharePoint Designer), use the “Add a Comment” shape between the two par-allel blocks such that the blocks are separated cleanly:

Remove excess connec-tor by selecting connector and delete.

Duplicate connec-tions exist between workflow shapes.



Loop back to parent shape is not allowed.

Neither Visio nor SharePoint Designer support workflows with loops. Check for loops and delete the looping con-nections.

The condition shape does not have connections la-beled with Yes or No.

Right-click on the connector to assign label “Yes” or “No”.

Ensure condition shape has an outgoing connector con-nected to another workflow shape.

The condition shape must have at least one outgo-ing connection with label Yes or No.

Avoid reusing connectors from other diagrams as they are not necessarily designed to be used with SharePoint Workflows. Delete the se-lected connector and replace with a new connector insert-ed through the connector tool or AutoConnect.

The connector is not a SharePoint Workflow con-nector. Ensure the correct connector is used by using the connector tool or Au-toConnect.

Ensure dangling connector is removed or is connected to a valid workflow shape.

The connector must be connected to two work-flow shapes.



Ensure all paths originate from the same Start shape by removing the second Start shape and connect the following activities to the first and only Start shape.

The diagram must only have one workflow and one Start shape.

Ensure that only workflow shapes from the SharePoint Workflow stencils are used. Non-workflow shapes are not recognized and would prevent the workflow from being exported to Share-Point Designer.

The shape is not a Share-Point workflow shape. Only SharePoint workflow shapes can be connected in a workflow.

Remove the incoming con-nector connected to the Start shape.

The Start shape must not have incoming con-nections.

Remove the outgoing con-nector connected to the Terminate shape.

The Terminate shape must not have outgoing connections.

Ensure the workflow in the page starts with a Start shape.

The workflow must have a Start shape.



Ensure the workflow shape is connected to another workflow shape or a Termi-nate shape.

The workflow shape is not connected to a Terminate shape.

Ensure the workflow shape is either removed or have it connected to another workflow shape on the page.

The workflow shape is not connected to the workflow.

Workflow nesting levels must not exceed a maxi-mum of 10.

Visio can only handle up to 10 levels of nesting of work-flow activities. Reduce the complexity of the workflow by splitting up the workflow into two or by eliminating activities.


Our NetworkI link piu’interessanti per il Project Management


Project Management Institute - PMI

Istituto italiano Project Management - ISIPM

Lean

ITIL

ISTQB

COBIT

Microsoft Project Server 2010

Microsoft SHOWCASE

http://www.pmi.org/

http://www.isipm.org/

http://www.leansoftwareinstitute.com/

http://www.itil-officialsite.com/

http://istqb.org/display/ISTQB/Home

http://www.isaca.org/Knowledge-Center/COBIT/Pages/Overview.aspx

http://www.microsoft.com/project/en-us/project-server-2010.aspx

http://www.microsoft.com/it-it/showcase/default.aspx

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