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In this session, we will cover project portfolio management tools and how they have helped our consulting practice. We discuss on how we leverage SharePoint, Project and Office 365 to effectively manage our projects and people. This session will be demo heavy as cover everything from task list synchronization to project management dashboards. We will also cover some of the best practices we have learned after working in the trenches.
Citation preview
Integrating Project 2010 with Office 365
Kanwal Khipple
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What are we discussing now?
Basics of PM
Integrating Project with Office 365
Integrating with Office
2010
Custom Reports in SharePoint
Kanwal Khipple• VP of Consulting, BrightStarr• SharePoint Server MVP• Author
– Building Responsive Web Sites with SharePoint 2013
• Contact Info:– kanwal@brightstarr.com– @kkhipple / @sharepointbuzz– LinkedIn
What are we discussing now?
Basics of PM
Integrating Project with Office 365
Integrating with Office
2010
Custom Reports in SharePoint
Goals of Project Management• Finish on time• Finish under budget• Meet requirements• Keep customers happy• Keep team members happy
Project Success
Scope
Budget
Time
Typical Project Timeline
Oct Nov Dec2012
Today
Solution Delivery11/17/12
Solution Build10/25/12
Functional Specification10/2/12
BRD9/25/21
Capture Requirements9/17/12
DiscoverPlan and Design
Develop Stabilize Deploy
Sep
Sales
Typical SharePoint?
What are we discussing now?
Basics of PM
Integrating Project with Office 365
Integrating with Office
2010
Custom Reports in SharePoint
Project 2010 Features• Microsoft Fluent User Interface• Excel-Like Flexibility & Ease• User-Controlled Scheduling• Timeline View• Team Planner
Microsoft Fluent User Interface
EfficientSimilar to Office 2010 product suiteTask oriented tabs
Excel-Like Flexibility & Ease
Enhanced copy and pasteAuto-CompleteText formatting
User-Controlled Scheduling
User controlled schedulingTask Inspector
Timeline View
Graphical Timeline Copy and paste
Team Planner
Visualize resources & assignmentsIdentify unassigned or unscheduled tasks
Connected Teams
Office 365 Features• Exchange Online• Lync Online• SharePoint Online• Office Pro Plus
Microsoft Lync Online
Microsoft Exchange Online
Microsoft SharePoint Online
Microsoft Office Web Apps
Demo
Sync with SharePoint
Sync with SharePoint
1. Open Microsoft Office Backstage View
2. Sync with Tasks List3. Sync for Updates or Changes4. Add Fields to Sync
What are we discussing now?
Basics of PM
Integrating Project with Office 365
Integrating with Office
2010
Dashboards in
SharePoint
Office 2010 Integration
What are we discussing now?
Basics of PM
Integrating Project with Office 365
Integrating with Office
2010
Dashboards in
SharePoint
What do we have at our disposal?• Data is stored in
– Office 2010– SharePoint Tasks List
• Content Query Web Part• Performance Point• Excel Services
10%
5%
15%
80%
STATUS
Samples
Create a Corporate Sales dashboard with PerformancePoint Services in SharePoint 2010
http://bit.ly/an8l8C
Samples
Samples
Benefits
• No surprises• Better decisions• Motivate employees
What are we discussing today?
Basics of PM
Integrating Project with Office 365
Integrating with Office
2010
Dashboards in
SharePoint
Kanwal Khipple• VP of Consulting, BrightStarr• SharePoint Server MVP• Author
– Building Responsive Web Sites with SharePoint 2013
• Contact Info:– kanwal@brightstarr.com– @kkhipple / @sharepointbuzz– LinkedIn
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