SharePoint 2010 for Project Management

Learn How to Manage Your Projects with SharePoint

By: Dux Raymond Sy

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Paperback | 21 February 2012 | Edition Number 2

At a Glance

Paperback
226 Pages

Edition Type
Revised

Dimensions(cm)
22 x 12 x 1.5

Paperback

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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

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Preface	p. vii
Project Kickoff	p. 1
What Is a PMIS?	p. 4
Deciding to Use a PMIS	p. 4
What Is SharePoint?	p. 5
Other Options	p. 8
Our Case Study: SharePoint Dojo, Inc.	p. 8
Best Practices Checklist	p. 9
Summary	p. 9
Setting Up the PMIS	p. 11
How Will You Organize Your PMIS?	p. 12
Using Site Templates	p. 14
Creating a SharePoint 2010 Site	p. 14
Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation	p. 15
Creating the PMIS	p. 16
Customizing the Site Theme	p. 17
Adding an Announcement List	p. 18
Displaying Announcements on the Home Page	p. 20
Workshop 2.1 Debriefing	p. 22
Customizing the PMIS	p. 22
Workshop 2.2: Updating Your Site's Regional Settings	p. 25
Workshop 2.2 Debriefing	p. 25
Best Practices Checklist	p. 26
Summary	p. 26
Adding PMIS Components	p. 27
Using SharePoint Lists	p. 28
Creating SharePoint Lists	p. 34
Workshop 3.1: Creating and Populating Lists	p. 35
Creating and Populating a Calendar List	p. 36
Creating and Populating a Contacts List	p. 38
Creating a Risks List	p. 40
Creating a Project Tasks List	p. 41
Creating and Populating a Custom Resource List	p. 41
Displaying the New Lists on the Home Page	p. 46
Workshop 3.1 Debriefing	p. 48
Using Libraries	p. 49
Creating a Document Library (a How-To)	p. 52
Populating a Document Library	p. 55
Workshop 3.2: Creating and Populating a Document Library	p. 55
Creating a Document Library	p. 55
Populating a Document Library	p. 57
Workshop 3.2 Debriefing	p. 60
Organizing Project Information	p. 60
Best Practices Checklist	p. 61
Summary	p. 61
Adding Stakeholders to the PMIS	p. 63
Project Communications Plan	p. 64
Site Access in SharePoint	p. 65
Creating SharePoint Groups	p. 65
Adding Site Members	p. 66
Enabling the Access Request Feature	p. 69
Customizing Permissions	p. 70
Workshop 4.1: Adding Site Members	p. 73
Adding Site Members	p. 74
Customizing List Permissions	p. 75
Workshop 4.1 Debriefing	p. 77
Best Practices Checklist	p. 79
Summary	p. 79
Supporting Team Collaboration	p. 81
Enabling Document Management Solutions	p. 82
Overview of Check-Out/Check-In	p. 83
Overview of Version History	p. 85
Overview of Content Approval	p. 87
Workshop 5.1: Updating a Project Document	p. 89
Requiring Check-Out	p. 89
Checking Out and Editing a Document from the Document Library	p. 91
Viewing All the Changes Made to the Document	p. 93
Workshop 5.1 Debriefing	p. 96
Facilitating Team Collaboration	p. 96
Wikis	p. 97
Discussion Boards	p. 98
Document Workspaces	p. 99
Creating a Document Workspace	p. 100
Best Practices Checklist	p. 102
Summary	p. 102
Project Tracking	p. 103
Tracking Project Tasks	p. 104
Tracking Risks	p. 107
Workshop 6.1: Updating the Schedule and Tracking Risks	p. 110
Updating the Project Tasks List	p. 110
Populating and Updating the Project Tasks List	p. 112
Documenting Risks	p. '115
Workshop 6.1 Debriefing	p. 119
Controlling Changes with Workflow	p. 119
Workshop 6.2: Creating a Change Control System with Three-State Workflow	p. 122
Creating a Custom List	p. 123
Customizing the Three-State Workflow	p. 124
Testing the Workflow	p. 130
Workshop 6.2 Debriefing	p. 135
Best Practices Checklist	p. 135
Summary	p. 135
Project Reporting	p. 137
Custom Views	p. 137
Workshop 7.1: Creating a Custom View	p. 141
Workshop 7.1 Debriefing	p. 145
Using Web Parts for Interactive Reporting	p. 145
Workshop 7.2: Maximizing Project Reporting with Web Parts	p. 150
Updating Web Parts on Your PMIS Home Page	p. 150
Creating a Project Dashboard	p. 153
Finalizing the Dashboard	p. 160
Workshop 7.2 Debriefing	p. 163
Subscribing to Alerts	p. 163
Using Meeting Workspaces	p. 166
Workshop 7.3: Creating a Meeting Workspace	p. 169
Workshop 7.3 Debriefing	p. 171
Best Practices Checklist	p. 172
Summary	p. 172
Integrating PM Tools	p. 173
Integrating Microsoft Project into SharePoint	p. 174
Workshop 8.1: Using Microsoft Project	p. 176
Workshop 8.1 Debriefing	p. 178
Using Microsoft Excel and SharePoint	p. 178
Creating a Custom List from an Existing Excel Spreadsheet	p. 179
Exporting an Excel Spreadsheet to SharePoint As a Custom List	p. 180
Synchronizing Excel Tables with a SharePoint List	p. 182
Workshop 8.2: Synchronizing Excel with SharePoint	p. 185
Creating an Excel Table	p. 185
Synchronizing the SharePoint List with Excel	p. 188
Workshop 8.2 Debriefing	p. 189
Best Practices Checklist	p. 189
Summary	p. 190
Project Closing	p. 191
Overview of Creating a PMIS Template	p. 192
Overview of Archiving the PMIS	p. 194
Workshop 9.1: Creating a PMIS Site Template	p. 195
Workshop 9.1 Debriefing	p. 198
Ensuring Stakeholder Buy-In	p. 198
Leverage and Prove the Value of SharePoint as a PMIS on a Pilot Project	p. 198
Provide User Support in Learning and Utilizing SharePoint	p. 199
Measure and Broadcast Success	p. 199
Gather Feedback	p. 200
Best Practices Checklist	p. 201
Summary	p. 201
Index	p. 203
Table of Contents provided by Ingram. All Rights Reserved.

SharePoint 2010 for Project Management

Learn How to Manage Your Projects with SharePoint

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Paperback

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Defective items

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