Configuring

SharePoint for

Project and

Portfolio

Management

in 2015

Scott Footlik

@BrightWork_

Customer Success

Architect at BrightWorkYour Presenter:

We will be starting at 9.30am PT / 12.30pm ET

Twitter Chat: #PPM2015

1. Webcast Executive Summary

Today’s Agenda:

2. Project Processes

3. Project Reporting

4. Project Site Interface

5. Project Desktop to SharePoint Sync

Poll Time – We Love Your Feedback!

1. Executive Summary:

Configuring SharePoint for PPM in 2015!

4 Key

Elements

For

PPM

PPM

Reporting

Ability to

Use

Existing PPM

Tool

Clear PPM

Process

Simple

User

Interface

SharePoint

Solution

Project and

Portfolio

Management

Delivers

Immediate

Visibility &

Control

Flexible to

Evolve and

Mature as

Needed

What is BrightWork?

The BrightWork Approach

1. Project Processes

Configuring:

Project

Processes

2. Project Reporting [e.g. My Tasks, My Issues]

12

Out of the Box SharePoint Reporting

Configuration Layer Easy Configuration of Views

SharePoint Server

Configuring:

Project

Reports

143. Project Site Interface [e.g. Our Project]

Configuring:

Project Site

Interface

16

4. Project Desktop to SharePoint

Synchronization

Configuring:

Project Sync

18

Free SharePoint Templates for Project

Management

Free Lite

Template

Project

Management

Functionally

Works Out-of-the-Box

and very configurable!

Demo Time!

Free Resources and Free Advice

www.brightwork.com

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