Managing your project portfolio with SharePointRANDY MULLIS

SAS

Project Management softwarevs. Project Portfolio Management software

Project Portfolio Management (PPM)

Project Management software

Repository Executive dashboard

Some requirements•Project Repository:

Some requirements•Project Repository:• An overview of project with a description

Some requirements•Project Repository:• An overview of project with a description

• Names of contacts

Some requirements•Project Repository:• An overview of project with a description

• Names of contacts

• Communicating status and other concerns

Some requirements•Project Repository:• An overview of project with a description

• Names of contacts

• Communicating status and other concerns

• Storage of artifacts

Some requirements•Project Repository:• An overview of project with a description

• Names of contacts

• Communicating status and other concerns

• Storage of artifacts

• Schedule with milestones

Some requirements•Project Repository:• An overview of project with a description

• Names of contacts

• Communicating status and other concerns

• Storage of artifacts

• Schedule with milestones

•Dashboard view of all projects with ability to sort by area, status, project manager name, or other pertinent information

Project repository1. Create a template which covers your needs

2. Decide if PMs will instantiate new projects or someone else (organizational decision)

3. Include instructions for populating the repository

4. Use search web part for displaying status (we’ll come back to this)

Repository example

Repository example

Repository example

Content Query Web Part

Note that we’re also using a custom Item Style in our CQWP

This is done with Custom XSL Style Sheets

Repository example (continued)

Promoted Links Web Part

Let’s make it look less like SharePoint

Use Script Editor Web Part for customization

Example uses:

Hide/remove white space between web parts

Hide/remove Quick Launch

Set fixed width for a column in a view

Modify size and spacing of tiles in Promoted Links web part

Pretty much anything can be customized using CSS or JavaScript on your page!

Aside: Promoted Links WP a big hit!

Executive dashboard

The traffic lighting for status is essential

Basic steps for traffic lighting

1. Create new columns as needed

2. Add a snippet to hide the left-side navigation and All Contents box (optional)

3. Enable the JavaScript Display Template Content Type to your Master Page Gallery

4. Upload the Client-side Rendering JavaScript to the Master Page Gallery

5. Add the URL to the JS Link field in the List Views Web Part

Here’s how to do it!

Requesting new projects

A list with Alerts and possibly a workflow will do nicely

Putting it all together

1. A place to store project-related items

2. A way to communicate about project status

3. A dashboard for executives

4. A way to request new projects

Summary

Be in touch

http://www.linkedin.com/in/randymullis

https://twitter.com/RandyMullis

Randy Mullis