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SharePoint 2010 for Project Management 2e : OREILLY AND ASSOCIATE - Dux Raymond Sy

SharePoint 2010 for Project Management 2e


Paperback Published: 21st February 2012
ISBN: 9781449306373
Number Of Pages: 228

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If you were to analyze your team’s performance on a typical project, you’d be surprised how much time is wasted on non-productive tasks. This hands-on guide shows you how to work more efficiently by organizing and managing projects with SharePoint 2010. You’ll learn how to build a Project Management Information System (PMIS), customized to your project, that can effectively coordinate communication and collaboration among team members.

Written by a certified Project Management Professional (PMP) and Microsoft SharePoint MVP with 15 years of IT project management experience, each chapter includes step-by-step guides as well as workshops that help you practice what you learn.

  • Build a SharePoint PMIS that requires little assistance from your IT/IS department
  • Define access permissions for project stakeholders and team members
  • Centralize project artifacts and keep track of document history with version control
  • Track project schedules, control changes, and manage project risks
  • Automate project reporting and use web parts to generate on-demand status reports
  • Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook
  • Apply your knowledge of PMIS techniques by working with a case study throughout the book

"If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you!"
–Susan Weese, PgMP, President and Founder, Rhyming Planet

Prefacep. vii
Project Kickoffp. 1
What Is a PMIS?p. 4
Deciding to Use a PMISp. 4
What Is SharePoint?p. 5
Other Optionsp. 8
Our Case Study: SharePoint Dojo, Inc.p. 8
Best Practices Checklistp. 9
Summaryp. 9
Setting Up the PMISp. 11
How Will You Organize Your PMIS?p. 12
Using Site Templatesp. 14
Creating a SharePoint 2010 Sitep. 14
Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundationp. 15
Creating the PMISp. 16
Customizing the Site Themep. 17
Adding an Announcement Listp. 18
Displaying Announcements on the Home Pagep. 20
Workshop 2.1 Debriefingp. 22
Customizing the PMISp. 22
Workshop 2.2: Updating Your Site's Regional Settingsp. 25
Workshop 2.2 Debriefingp. 25
Best Practices Checklistp. 26
Summaryp. 26
Adding PMIS Componentsp. 27
Using SharePoint Listsp. 28
Creating SharePoint Listsp. 34
Workshop 3.1: Creating and Populating Listsp. 35
Creating and Populating a Calendar Listp. 36
Creating and Populating a Contacts Listp. 38
Creating a Risks Listp. 40
Creating a Project Tasks Listp. 41
Creating and Populating a Custom Resource Listp. 41
Displaying the New Lists on the Home Pagep. 46
Workshop 3.1 Debriefingp. 48
Using Librariesp. 49
Creating a Document Library (a How-To)p. 52
Populating a Document Libraryp. 55
Workshop 3.2: Creating and Populating a Document Libraryp. 55
Creating a Document Libraryp. 55
Populating a Document Libraryp. 57
Workshop 3.2 Debriefingp. 60
Organizing Project Informationp. 60
Best Practices Checklistp. 61
Summaryp. 61
Adding Stakeholders to the PMISp. 63
Project Communications Planp. 64
Site Access in SharePointp. 65
Creating SharePoint Groupsp. 65
Adding Site Membersp. 66
Enabling the Access Request Featurep. 69
Customizing Permissionsp. 70
Workshop 4.1: Adding Site Membersp. 73
Adding Site Membersp. 74
Customizing List Permissionsp. 75
Workshop 4.1 Debriefingp. 77
Best Practices Checklistp. 79
Summaryp. 79
Supporting Team Collaborationp. 81
Enabling Document Management Solutionsp. 82
Overview of Check-Out/Check-Inp. 83
Overview of Version Historyp. 85
Overview of Content Approvalp. 87
Workshop 5.1: Updating a Project Documentp. 89
Requiring Check-Outp. 89
Checking Out and Editing a Document from the Document Libraryp. 91
Viewing All the Changes Made to the Documentp. 93
Workshop 5.1 Debriefingp. 96
Facilitating Team Collaborationp. 96
Wikisp. 97
Discussion Boardsp. 98
Document Workspacesp. 99
Creating a Document Workspacep. 100
Best Practices Checklistp. 102
Summaryp. 102
Project Trackingp. 103
Tracking Project Tasksp. 104
Tracking Risksp. 107
Workshop 6.1: Updating the Schedule and Tracking Risksp. 110
Updating the Project Tasks Listp. 110
Populating and Updating the Project Tasks Listp. 112
Documenting Risksp. '115
Workshop 6.1 Debriefingp. 119
Controlling Changes with Workflowp. 119
Workshop 6.2: Creating a Change Control System with Three-State Workflowp. 122
Creating a Custom Listp. 123
Customizing the Three-State Workflowp. 124
Testing the Workflowp. 130
Workshop 6.2 Debriefingp. 135
Best Practices Checklistp. 135
Summaryp. 135
Project Reportingp. 137
Custom Viewsp. 137
Workshop 7.1: Creating a Custom Viewp. 141
Workshop 7.1 Debriefingp. 145
Using Web Parts for Interactive Reportingp. 145
Workshop 7.2: Maximizing Project Reporting with Web Partsp. 150
Updating Web Parts on Your PMIS Home Pagep. 150
Creating a Project Dashboardp. 153
Finalizing the Dashboardp. 160
Workshop 7.2 Debriefingp. 163
Subscribing to Alertsp. 163
Using Meeting Workspacesp. 166
Workshop 7.3: Creating a Meeting Workspacep. 169
Workshop 7.3 Debriefingp. 171
Best Practices Checklistp. 172
Summaryp. 172
Integrating PM Toolsp. 173
Integrating Microsoft Project into SharePointp. 174
Workshop 8.1: Using Microsoft Projectp. 176
Workshop 8.1 Debriefingp. 178
Using Microsoft Excel and SharePointp. 178
Creating a Custom List from an Existing Excel Spreadsheetp. 179
Exporting an Excel Spreadsheet to SharePoint As a Custom Listp. 180
Synchronizing Excel Tables with a SharePoint Listp. 182
Workshop 8.2: Synchronizing Excel with SharePointp. 185
Creating an Excel Tablep. 185
Synchronizing the SharePoint List with Excelp. 188
Workshop 8.2 Debriefingp. 189
Best Practices Checklistp. 189
Summaryp. 190
Project Closingp. 191
Overview of Creating a PMIS Templatep. 192
Overview of Archiving the PMISp. 194
Workshop 9.1: Creating a PMIS Site Templatep. 195
Workshop 9.1 Debriefingp. 198
Ensuring Stakeholder Buy-Inp. 198
Leverage and Prove the Value of SharePoint as a PMIS on a Pilot Projectp. 198
Provide User Support in Learning and Utilizing SharePointp. 199
Measure and Broadcast Successp. 199
Gather Feedbackp. 200
Best Practices Checklistp. 201
Summaryp. 201
Indexp. 203
Table of Contents provided by Ingram. All Rights Reserved.

ISBN: 9781449306373
ISBN-10: 1449306373
Audience: General
Format: Paperback
Language: English
Number Of Pages: 228
Published: 21st February 2012
Publisher: John Wiley & Sons Publishers
Country of Publication: US
Dimensions (cm): 23.5 x 17.78  x 1.27
Weight (kg): 0.37
Edition Number: 2
Edition Type: Revised

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