This document discusses leveraging Microsoft Project 2010 and SharePoint 2010 for project management success. It provides an overview of the presentation objectives which are to assess project management maturity, create a SharePoint-based Project Management Information System (PMIS), integrate Microsoft Project information with SharePoint, empower project team collaboration through relevant information sharing, and build a project management dashboard in SharePoint. The presentation then covers topics such as the benefits of Microsoft Project and SharePoint, establishing an effective PMIS, project planning, and facilitating efficient team collaboration.

1. Leverage
Project
2010
with
SharePoint
2010
for
Project
Management
Success
Dux
Raymond
Sy,
PMP,
MVP
InnovaBve-­‐e
Watch
Video
Recording:
hFp://vimeo.com/23903761

2. 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
Twi$er:
@meetdux
#nacstech
#msproject

3. 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
Twi$er:
@meetdux
#nacstech
#msproject

4. 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
Twi$er:
@meetdux
#nacstech
#msproject

5. Twi$er:
@meetdux
#nacstech
#msproject

6. 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)
Twi$er:
@meetdux
#nacstech
#msproject

7. Level
1:
IniBal
Level
2:
Repeatable
Level
3:
Defined
• No PM
PEOPLE • Basic PM training • PM Certification
background
• Automated
• PM Process
PROCESS • Ad-hoc workflows ,
Standardized
portfolio reporting
• Templates,
• Paper, Word, Scheduling and
TOOLS • EPM Tool
Excel, Email Collaboration Tool
Twi$er:
@meetdux
#nacstech
#msproject

8. 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
Twi$er:
@meetdux
#nacstech
#msproject

9. 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
Twi$er:
@meetdux
#nacstech
#msproject

10. 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
Twi$er:
@meetdux
#nacstech
#msproject

11. 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
Twi$er:
@meetdux
#nacstech
#msproject

12. 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
Twi$er:
@meetdux
#nacstech
#msproject

13. 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
Twi$er:
@meetdux
#nacstech
#msproject

14. 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
Twi$er:
@meetdux
#nacstech
#msproject

15. 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
Twi$er:
@meetdux
#nacstech
#msproject

16. 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
Twi$er:
@meetdux
#nacstech
#msproject

17. 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
Twi$er:
@meetdux
#nacstech
#msproject

18. What
are
You
Tracking?
• Typical
areas
that
are
tracked
– Schedule
– Budget
– Change
• Project
tracking
entails
– Monitoring
– Analyzing
– CorrecBng
Twi$er:
@meetdux
#nacstech
#msproject

19. 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
Project
2010
Sync
with
SharePoint:
hFp://bit.ly/YJthK
reports
Twi$er:
@meetdux
#nacstech
#msproject

20. 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
Twi$er:
@meetdux
#nacstech
#msproject

21. Automate
Processes
• Workflows
can
be
leveraged
to
facilitate
the
automaBon
of
common
project
management
processes
Twi$er:
@meetdux
#nacstech
#msproject

22. 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
Twi$er:
@meetdux
#nacstech
#msproject

23. 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
Twi$er:
@meetdux
#nacstech
#msproject

24. Thank
You!
Dux
Raymond
Sy,
PMP,
MVP
InnovaBve-­‐e