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Integrating Project 2010 with Office 365 Kanwal Khipple +

Integrating Project 2010 with Office 365

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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.  

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Page 1: Integrating Project 2010 with Office 365

Integrating Project 2010 with Office 365

Kanwal Khipple

+

Page 2: Integrating Project 2010 with Office 365

What are we discussing now?

Basics of PM

Integrating Project with Office 365

Integrating with Office

2010

Custom Reports in SharePoint

Page 3: Integrating Project 2010 with Office 365

Kanwal Khipple• VP of Consulting, BrightStarr• SharePoint Server MVP• Author

– Building Responsive Web Sites with SharePoint 2013

• Contact Info:– [email protected]– @kkhipple / @sharepointbuzz– LinkedIn

Page 4: Integrating Project 2010 with Office 365

What are we discussing now?

Basics of PM

Integrating Project with Office 365

Integrating with Office

2010

Custom Reports in SharePoint

Page 5: Integrating Project 2010 with Office 365

Goals of Project Management• Finish on time• Finish under budget• Meet requirements• Keep customers happy• Keep team members happy

Project Success

Scope

Budget

Time

Page 6: Integrating Project 2010 with Office 365

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

Page 7: Integrating Project 2010 with Office 365

Typical SharePoint?

Page 8: Integrating Project 2010 with Office 365

What are we discussing now?

Basics of PM

Integrating Project with Office 365

Integrating with Office

2010

Custom Reports in SharePoint

Page 9: Integrating Project 2010 with Office 365

Project 2010 Features• Microsoft Fluent User Interface• Excel-Like Flexibility & Ease• User-Controlled Scheduling• Timeline View• Team Planner

Page 10: Integrating Project 2010 with Office 365

Microsoft Fluent User Interface

EfficientSimilar to Office 2010 product suiteTask oriented tabs

Page 11: Integrating Project 2010 with Office 365

Excel-Like Flexibility & Ease

Enhanced copy and pasteAuto-CompleteText formatting

Page 12: Integrating Project 2010 with Office 365

User-Controlled Scheduling

User controlled schedulingTask Inspector

Page 13: Integrating Project 2010 with Office 365

Timeline View

Graphical Timeline Copy and paste

Page 14: Integrating Project 2010 with Office 365

Team Planner

Visualize resources & assignmentsIdentify unassigned or unscheduled tasks

Page 15: Integrating Project 2010 with Office 365

Connected Teams

Page 16: Integrating Project 2010 with Office 365

Office 365 Features• Exchange Online• Lync Online• SharePoint Online• Office Pro Plus

Page 17: Integrating Project 2010 with Office 365

Microsoft Lync Online

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Microsoft Exchange Online

Page 19: Integrating Project 2010 with Office 365

Microsoft SharePoint Online

Page 20: Integrating Project 2010 with Office 365

Microsoft Office Web Apps

Page 21: Integrating Project 2010 with Office 365

Demo

Sync with SharePoint

Page 22: Integrating Project 2010 with Office 365

Sync with SharePoint

1. Open Microsoft Office Backstage View

2. Sync with Tasks List3. Sync for Updates or Changes4. Add Fields to Sync

Page 23: Integrating Project 2010 with Office 365

What are we discussing now?

Basics of PM

Integrating Project with Office 365

Integrating with Office

2010

Dashboards in

SharePoint

Page 24: Integrating Project 2010 with Office 365

Office 2010 Integration

Page 25: Integrating Project 2010 with Office 365

What are we discussing now?

Basics of PM

Integrating Project with Office 365

Integrating with Office

2010

Dashboards in

SharePoint

Page 26: Integrating Project 2010 with Office 365

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

Page 27: Integrating Project 2010 with Office 365

Samples

Create a Corporate Sales dashboard with PerformancePoint Services in SharePoint 2010

http://bit.ly/an8l8C

Page 28: Integrating Project 2010 with Office 365

Samples

Page 29: Integrating Project 2010 with Office 365

Samples

Page 30: Integrating Project 2010 with Office 365

Benefits

• No surprises• Better decisions• Motivate employees

Page 31: Integrating Project 2010 with Office 365

What are we discussing today?

Basics of PM

Integrating Project with Office 365

Integrating with Office

2010

Dashboards in

SharePoint

Page 32: Integrating Project 2010 with Office 365

Kanwal Khipple• VP of Consulting, BrightStarr• SharePoint Server MVP• Author

– Building Responsive Web Sites with SharePoint 2013

• Contact Info:– [email protected]– @kkhipple / @sharepointbuzz– LinkedIn