Leveraging Project 2010 w/ SharePoint 2010 for PM Success @ NACSTECH 2011

Leverage Project 2010 with SharePoint 2010 for

Project Management Success

Dux Raymond Sy, PMP, MVP InnovaBve-‐e

Watch Video Recording: hFp://vimeo.com/23903761

Twi$er: @meetdux #nacstech #msproject

PresentaBon ObjecBves

•  In this presentaBon, you will learn how to –  Assess your project management maturity –  Create a SharePoint-‐based Project Management InformaBon System

(PMIS) –  Integrate MicrosoU Project informaBon with SharePoint –  Empower a project team to collaboraBvely share relevant informaBon –  Build a project management dashboard in SharePoint


Meet Dux

•  Managing Partner, InnovaBve-‐e, Inc. •  SharePoint Server MVP •  Author, “SharePoint for Project

Management” by O’Reilly Media •  For more informaBon, connect with Dux

–  E-‐Mail: dux.sy@innovaBve-‐e.com –  TwiFer: twiFer.com/meetdux –  Blog: meetdux.com


Agenda

•  Is MicrosoU Project with SharePoint the Silver Bullet? •  EffecBvely IniBaBng and Planning Projects •  FacilitaBng Efficient Team CollaboraBon •  Tracking and ReporBng Relevant Project Status •  QuesBons and Answers



Let’s Get Our PrioriBes in Order

•  Tools don’t run projects –  Relevant project management process –  Responsible and accountable people –  Realize that MicrosoU Project and SharePoint are tools

•  Relevant project management process is necessary –  Project definiBon and iniBal planning is needed prior to using these

tools •  Project Charter •  High-‐level Scope •  Work Breakdown Structure (WBS)


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: IniBal Level 2: Repeatable Level 3: Defined


PMIS

•  A Project Management InformaBon System (PMIS) is a standardized set of automated project management tools available within the organizaBon and integrated into a system –  Support the generaBon and maintenance of project arBfacts –  Facilitate communicaBon and feedback –  Monitor project acBviBes –  Control project changes –  Analyze and forecast project performance

•  Contains real-‐Bme informaBon essenBal for iniBaBng, planning, execuBng, controlling, and closing a project


MicrosoU Project 2010

•  A project management tool that supports –  Project Schedule development and management

•  Planning •  Tracking

–  Resource Management –  Project ReporBng

•  It assumes that you are familiar with a project management process


SharePoint 2010

•  The business collaboraBon plagorm for the enterprise •  Provides collaboraBve project management tools to

–  Centralize project arBfacts –  Streamline communicaBon –  Generate relevant reports –  Interact with other MicrosoU

tools


Agenda



Create a PMIS During Project DefiniBon

•  Project definiBon 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 arBfacts

•  Controlled access to stakeholders

•  Ideally, a SharePoint PMIS site template is uBlized


Project Planning

•  The iniBal Work Breakdown Structure (WBS) has to be developed prior to uBlizing MicrosoU Project

•  A WBS is a deliverable based grouping of project tasks –  An effecBve way to define and organize all of the work required to

complete a project

Project Planning 101: hFp://spgur.us/j2EhOe


Create MicrosoU Project Plan

•  Once the WBS is created, create MicrosoU Project Plan

Watch: EffecBvely Planning, Tracking & Controlling Projects with MicrosoU Project 2010 hFp://bit.ly/aB9vEi


Agenda



SharePoint Provides CollaboraBon Tools

•  InformaBon Management –  Centralized Storage –  Version Control –  Check-‐in / Check-‐out

•  Project AcBviBes –  Requirements Gathering –  MeeBngs –  DocumenBng Lessons Learned

•  MicrosoU Office IntegraBon


Agenda



What are You Tracking?

•  Typical areas that are tracked –  Schedule –  Budget –  Change

•  Project tracking entails –  Monitoring –  Analyzing –  CorrecBng


Synchronize MicrosoU Project with SharePoint

•  With MicrosoU 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 informaBon

can be used to generate reports

Project 2010 Sync with SharePoint: hFp://bit.ly/YJthK


Create Visual Reports or Dashboards

•  InformaBon from the project task list can be displayed in a dashboard through web parts –  SharePoint 2010 comes with out of the box charBng web parts


Automate Processes

•  Workflows can be leveraged to facilitate the automaBon of common project management processes


Agenda



QuesBons?

E-‐Mail: dux.sy@innovaBve-‐e.com

LinkedIn: meetdux.com/li

Blog: meetdux.com

TwiFer: meetdux

How did you like the presentaBon? hFp://meetdux.com/feedback

Thank You!

Dux Raymond Sy, PMP, MVP InnovaBve-‐e

Technology

Leveraging Project 2010 w/ SharePoint 2010 for PM Success @ NACSTECH 2011