sp2010 pmis distribution
DESCRIPTION
Project managers today face common project management challenges such as: • Inefficient communication among stakeholders • Poor document management practices • Undefined project collaboration standards By leveraging SharePoint 2010, project managers are empowered to create a project management platform that meets their custom project needs. In this interactive online session, participants will learn how to: •Identify the benefits of leveraging SharePoint 2010 as a project management information system (PMIS) •Integrate common project management tools •Facilitate better project team collaboration •Improve project artifact management •Enhance project transparency to key stakeholders •Effectively track and control schedule, budget and changeTRANSCRIPT
How to Build a
Project Management
Information System (PMIS)
with SharePoint 2010
Author: Dux Raymond Sy, PMP, MVP
Instuctor: Tim Cermak, PMP
What is the #1 PM tool today?
Presentation Objectives
In this presentation, you will learn how to utilize SharePoint to build a Project Management Information System (PMIS)
In addition, you'll learn how to:
Build a SharePoint Project Management Information System
Standardize site structure and content
Modify the PMIS to meet collaboration requirements
Effectively track and control schedule, budget and change
Create and disseminate reports in SharePoint to key stakeholders
Integrate common project management tools
Archive a SharePoint PMIS
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
Innovative-e
Inspire, Lead, and Be the Catalyst of Organizational Transformation
Expertise
SharePoint for Project Management
Project Management for SharePoint
Custom SharePoint Solutions Development
Microsoft Gold Partner: http://spgur.us/mHQ0aa
World Class Team
Industry recognized thought leadership – published authors,
instructors, speakers
Seasoned executive management
PMPs, Six Sigma, SOX, ITIL, COBIT, RUP, MSCDs, MVP
Presenting Today
Tim Cermak, PMP, MBA, Managing Partner PPM
For more information, connect with me
E-Mail: [email protected]
Twitter: @timcermak
Microsoft Virtual Technical Solution
Professional (VTSP)
Gantthead/Projectmanagement.com SME
Formerly Microsoft PPM PAC Member
Formerly PMI College of Scheduling Board
It’s Nice to Meet You
Your Name
Organization
Role
Expectations
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
Courtesy of NicksTrafficTricks.com
Look Familiar?
Let’s Get Priorities in Order
Tools don’t run projects
Relevant project management process
Responsible and accountable people
Realize that Microsoft Project and SharePoint are tools
Relevant project management process is necessary
Project definition and initial planning is needed prior to using
these tools
Project Charter
High-level Scope
Work Breakdown Structure (WBS)
Project Management Maturity
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: Initial Level 2: Repeatable Level 3: Defined
What’s a PMIS?
A Project Management Information System (PMIS) is a standardized set of automated project management tools available within the organization and integrated into
a system
Used by the project management team to
Support the generation and maintenance of project artifacts
Facilitate communication and feedback
Monitor project activities
Control project changes
Analyze and forecast project performance
Contains real-time information essential for initiating,
planning, executing, controlling, and closing a project
Why SharePoint?
Business Collaboration Platform
Key capabilities
Collaboration
Document Management
Content Management
Business Intelligence
Process Automation
Key components
SharePoint Foundation
SharePoint Server 2010
What if SharePoint is a Car?
Car SharePoint
Purpose:
What’s required?
Purpose:
What’s required?
SharePoint Geek Vagen
SF vs SS
SF is the core technology of Microsoft SharePoint
Considered as the “engine” of SharePoint
Provides document management and team
collaboration tools
Available for free as long as your organization is utilizing Windows Server 2008
SS extends the capabilities of SF
Going back to our car analogy, SS provides extended capabilities such as GPS, a DVD system, Voice Commands, etc.
Extended features include Enterprise search,
Personalization, Enterprise Content Management, etc.
Unlike SF, SS is not available for free
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
PMIS Should Enable the Team to
Centralize project information
May include project contacts, calendar, documents, templates, forms, and checklists
The PMIS should be able to maintain history and define who has appropriate access
Facilitate project communication and collaboration
Collaborative activities such as scheduling a meeting, jointly developing a proposal or informally brainstorming on project strategies should be supported by the PMIS
Automate project processes
The ability to automate project processes such as change control should be available in the PMIS
Create PMIS Upon Project Definition
Project definition 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 artifacts
Controlled access
to stakeholders
Ideally, a SharePoint PMIS site template is utilized
SharePoint Site Hierarchy
SharePoint sites are organized in a hierarchy
Top-level site
Sub-site
Deciding PMIS Hierarchy
With your organization, choose one of the two high-level PMIS hierarchy options:
Single site collection that includes a
top-level PMO site and all project sites are sub-sites
Multiple site collections where each
project site is an independent site collection
Your decision should be based
upon the following three organizational criteria:
Site search requirements
Automated site deletion
Decision making and
reporting structure
SharePoint Café Site Hierarchy
SharePoint Cafe
PMO
City A City B City C
Site Templates
(Demo: SharePoint Café’ Template)
SharePoint comes with site templates for convenient site creation
The template determines the default functionality
Also determines the site’s layout, menus, Web Part positioning, etc.
Custom templates can be created
PMIS Creation
To create a PMIS in SharePoint
You should have the appropriate permission to do so
You can start off with an out-of-the-box site template or use a
custom template created for you
Customizing Your PMIS
Determine if any organizational standards exist for
PMIS look and feel
Navigation
Usability
Project-specific needs
Regional settings
Site usage
Auditing needs
Regulatory compliance
Store project artifacts
Lists
Libraries
SharePoint Lists
A collection of shared information items displayed on a site
Most of the information in a SharePoint site is organized and stored
in lists
Everyone who has access to the site will be able to view lists
Viewing a list is comparable to viewing information in a spreadsheet
Information is displayed in a tabular format made up of rows and
columns
Common Lists (Supplemental Artifacts)
Announcements
Links
Calendar
Survey
Tasks
Contacts
Issues
Creating Lists
Out-of-the-box lists and custom lists can be added to a site
Only site members with the appropriate privileges can do so
Libraries (Supplemental Artifacts)
Files are stored and organized in libraries
Similar to storing files in folders
Libraries are organized in lists
Features and functionalities in lists are mostly applicable to libraries
Multiple types of libraries
Document Libraries
Provides a centralized location
Document storage
Controlled access of documents
Shared Documents is a document library that is created by default whenever a site is created from a site template
Picture Libraries
Used to manage digital images
Although images can be stored in document libraries, image
libraries have special features to view and use graphical content
Picture libraries are created similarly to how lists or libraries are created
Populating Libraries
In a library of a SharePoint site
New Document option creates and stores a Word document
Upload option allows single or multiple document uploads
Using Microsoft Office
Save a document to the document library that is set up as a
network place
Dragging and dropping documents into the library with Windows Explorer
Can be enabled with
“Open with Explorer” feature
What are Web Parts? (Supplemental
Artifacts)
Customizable software component that serves a particular purpose
Created in a Microsoft development environment
Examples:
Displaying data from legacy systems
Streaming stock quotations from an online Web service
Geographically specific weather information
Benefits
Reduces complexity of integrating new site functionalities for non-
programmers
Common Web Parts are available from Microsoft and third-party
providers
Web Part Zones
Web Parts are stored in containers called web part zones
Adding Web Parts
Site owners can add and customize Web Parts
Must be in Edit Page mode
To add Web Parts, from the ribbon interface, under Editing Tools, Insert, click Web Part
To move a Web Part, select and drag the Web Part into another zone
Editing Web Part Properties
Properties of Web Parts can be customized
From an existing Web part, click the drop-down menu, select Edit
Web Part
Custom Web Parts
Although SharePoint comes with a number of useful Web Parts, it is unlikely to handle every situation
Each organization has different unique systems to integrate
Therefore, custom Web Parts need to be created
Examples of custom Web Parts:
Displaying reports (Crystal Reports, SQL Server Reports, etc.)
Integration of Customer Relationship Management tools (CRM)
(SAP, Siebel, etc.)
Stream content from external sources
Custom Web Parts can be downloaded from various online
resources
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
The Project Environment
Time and effort are invested in planning project communications
Using SharePoint as your PMIS will impact how you
communicate with project stakeholders
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
Project Collaboration
What are typical collaborative activities project team members engage in?
SharePoint Provides Collaboration Tools
Information Management
Centralized Storage
Version Control
Check-in / Check-out
Project Activities
Requirements Gathering
Meetings
Documenting Lessons Learned
Microsoft Office Integration
What is Microsoft Project 2010?
A project management tool that supports
Project Schedule development and management
Planning
Tracking
Resource Management
Project Reporting
It assumes that you
are familiar with a project management process
Create Microsoft Project Plan
Once the WBS is created, create Microsoft Project Plan
Watch: Effectively Planning, Tracking & Controlling Projects
with Microsoft Project 2010 http://bit.ly/aB9vEi
Discussion Boards
Similar to online message boards you may have seen on the Web
Like news groups or Web logs
Provides threaded-discussion capability
Participants can reply to any message in the discussion
Can view discussions hierarchically or as a flat list
Tasks Lists
A list that is intended for task assignments that includes
Start date
Due date
Task priority
% Complete
Description
Indicate task status
In progress
Completed
Deferred
Waiting for someone else
Human Workflow
Businesses depend on processes
The most important processes in many organizations depend
on people
Automating interactions among the people who participate in
a process can improve how that process functions, increasing
its efficiency and lowering its error rate
Using software that supports this kind of human workflow can
make organizations more effective
SharePoint Workflows
SharePoint 2010 comes with various out-of-the-box
workflows
Approval
Collect Feedback
Collect Signatures
Disposition Approval
Group Approval
Translation Management
Issue Tracking
SharePoint Designer and Visual Studio .NET can be used to create custom workflows
Controlling Changes with Workflow
Change request forms can be created with custom lists
Workflows can be leveraged to facilitate the change control process
Change Control with Three State Workflow
SharePoint Search
SharePoint Search
Searches site content, including lists, documents, and list items
Searches basic file types: .doc, .xls, .ppt, .txt, and .htm
IFilters installed on the database server to search other file types (e.g., PDF)
Search varying site collections and content sources
Social search
FAST Search extends SharePoint search by providing
More conversational and visual search
Control of user experience
http://sharepoint.microsoft.com/en-us/Pages/Videos.aspx?VideoID=17
Can create a “FAST Search Center;” Site Actions New Site Browse All
SharePoint Search
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
What are you tracking?
Typical areas that are tracked
Schedule
Budget
Change
Project tracking entails
Monitoring
Analyzing
Correcting
Leveraging Microsoft Project with SharePoint?
With Microsoft 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 information
can be used to generate
reports
Project 2010 Sync with SharePoint:
http://bit.ly/YJthK
Project Task List
Define project tasks, assignments, start date, and due date
Specify task priority
Indicate task status
In progress
Completed
Deferred
Waiting for someone else
Track percentage complete
Track custom infromation
Display information in a Gantt chart view
Excel and SharePoint
There are three ways to utilize Microsoft Excel with SharePoint
Exporting Excel table to a SharePoint list
Synchronizing an Excel table with a SharePoint list by using an
add-in
Interacting with Excel spreadsheets in SharePoint with Excel
Services
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
Custom Views
New views can be created to match user or group interest
Creating Views
Custom views can be created
Go to the list
From List Tools, select the List tab,
then click Create View
View format
Creating Reports or Dashboards
Information from the project task list can be displayed in a dashboard through web parts
SharePoint 2010 comes with out of the box charting web parts
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
Post-Project Analysis
How effective was the PMIS?
Did the components in the PMIS provide great benefit? Anything
missing?
How well was is adopted by the stakeholders?
Will a similar PMIS be utilized in the future?
Two key areas that project managers should consider
Archiving the PMIS
Creating PMIS templates
Archiving the PMIS
Site backups
SharePoint Central Administration
SharePoint Designer
Third party tools
Save the PMIS as a site template
Include all the content
Reusing the PMIS as a Site Template
An existing SharePoint PMIS can be saved as a site template
All the lists, libraries, views, and Web Parts that were used will be
stored
The content can be optionally stored as well
The site template can be used as a basis for the creation of a new
PMIS
Utilizes Sandbox Solution feature in SharePoint
Agenda
Why SharePoint?
Setting Up a SharePoint PMIS
Adding Project Stakeholders to the PMIS
Supporting Team Collaboration
Efficiently Tracking a Project
Enhancing Project Reporting
Archiving a Project
Summary
What If We Outgrow SharePoint?
As organizational project management maturity increases,
advanced PMIS capabilities will be necessary
Portfolio Management
Resource Management
Advanced Reporting
Various options are available
Third-Party tools
Microsoft Project Server
Microsoft Project for the Masses
Guidance for mid-size orgs with resource and schedule management challenges without standardized PM processes, training and tools
Shows how an organization can get up and running to solve a particular set of problems in the quickest manner possible
A practical approach to get quick wins for both
management and all stakeholders
For more info http://spgur.us/MSPFM
Summary
In this presentation, you have learned how to utilize SharePoint to build a Project Management Information System (PMIS)
In addition, you have learned how to:
Build a SharePoint Project Management Information System
Standardize site structure and content
Modify the PMIS to meet collaboration requirements
Effectively track and control schedule, budget and change
Create and disseminate reports in SharePoint to key stakeholders
Integrate common project management tools
Archive a SharePoint PMIS
Thank
You!