Synopses & Reviews
If you were to analyze your teams performance on a typical project, youd 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. Youll 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
Synopsis
Microsoft SharePoint is perfect for project management, but most companies don't understand it's power. This hands-on book demonstrates how SharePoint can help you organize and manage complex projects--a decidedly more productive way to use this popular collaboration software. You'll learn how to apply common and practical project management concepts in SharePoint, and build a Project Management Information System (PMIS) that can efficiently coordinate communication and collaboration among team members.
Synopsis
Most companies dont understand SharePoints power, and use it simply to share documents or spreadsheets. This hands-on book demonstrates how SharePoint can also help you organize and manage complex projects. With SharePoint 2010 for Project Management, youll not only understand how to apply common and practical project management concepts in SharePoint, youll learn how to build a Project Management Information System (PMIS), customized to your project, that can efficiently coordinate communication and collaboration among team members.
Written by a certified Project Management Professional (PMP) and Microsoft SharePoint MVP with 15 years of IT experience, each chapter includes activities to help you practice what you learn.
- Apply key project management techniques by leveraging SharePoint as a PMIS
- Track a case study that illustrates the circumstances and processes of an effective SharePoint PMIS
- Define access permissions for project stakeholders and team members
- Centralize project documents and keep track of document history with version control
- Automate project reporting mechanisms and generate on-demand status reports
- Track project schedules, control changes, and manage project risks
- Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook
About the Author
With more than 15 years of experience in Information Technology, Dux Raymond Sy has earned a reputation as among the leading experts in leveraging technology to enhance project management. He is currently a managing partner of Innovative-E, Inc.
As a thought leader in maximizing project team collaboration, he is focused on empowering organizations on how to leverage the benefits of collaborative tools with quantifiable goals such as: Increasing productivity and efficiency, decreasing collaboration redundancies and streamlining electronic communications.
A sought-after trainer, he has developed and facilitated management and technology training to government organizations, Fortune 500 companies, non-profit institutions in the United States, Bahamas, Barbados, China, the United Kingdom, and the Philippines and regulary writes about project management, SharePoint and globalization at http://www.meetdux.com.
Table of Contents
Preface; Who Should Read This Book; What You Need to Best Use This Book; My Assumptions in Writing This Book; Additional Resources; Contents of This Book; Conventions Used in This Book; Using Code Examples; Safari® Books Online; How to Contact Us; Acknowledgments; Off You Go; Chapter 1: Project Kickoff; 1.1 What Is a PMIS?; 1.2 Deciding to Use a PMIS; 1.3 What Is SharePoint?; 1.4 Other Options; 1.5 Our Case Study: SharePoint Dojo, Inc.; 1.6 Best Practices Checklist; 1.7 Summary; Chapter 2: Setting Up the PMIS; 2.1 How Will You Organize Your PMIS?; 2.2 Using Site Templates; 2.3 Creating a SharePoint 2010 Site; 2.4 Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation; 2.5 Workshop 2.1 Debriefing; 2.6 Customizing the PMIS; 2.7 Workshop 2.2: Updating Your Site's Regional Settings; 2.8 Workshop 2.2 Debriefing; 2.9 Best Practices Checklist; 2.10 Summary; Chapter 3: Adding PMIS Components; 3.1 Using SharePoint Lists; 3.2 Creating SharePoint Lists; 3.3 Workshop 3.1: Creating and Populating Lists; 3.4 Workshop 3.1 Debriefing; 3.5 Using Libraries; 3.6 Creating a Document Library (a How-To); 3.7 Populating a Document Library; 3.8 Workshop 3.2: Creating and Populating a Document Library; 3.9 Workshop 3.2 Debriefing; 3.10 Organizing Project Information; 3.11 Best Practices Checklist; 3.12 Summary; Chapter 4: Adding Stakeholders to the PMIS; 4.1 Project Communications Plan; 4.2 Site Access in SharePoint; 4.3 Creating SharePoint Groups; 4.4 Adding Site Members; 4.5 Enabling the Access Request Feature; 4.6 Customizing Permissions; 4.7 Workshop 4.1: Adding Site Members; 4.8 Workshop 4.1 Debriefing; 4.9 Best Practices Checklist; 4.10 Summary; Chapter 5: Supporting Team Collaboration; 5.1 Enabling Document Management Solutions; 5.2 Overview of Check-Out/Check-In; 5.3 Overview of Version History; 5.4 Overview of Content Approval; 5.5 Workshop 5.1: Updating a Project Document; 5.6 Workshop 5.1 Debriefing; 5.7 Facilitating Team Collaboration; 5.8 Wikis; 5.9 Discussion Boards; 5.10 Document Workspaces; 5.11 Best Practices Checklist; 5.12 Summary; Chapter 6: Project Tracking; 6.1 Tracking Project Tasks; 6.2 Tracking Risks; 6.3 Workshop 6.1: Updating the Schedule and Tracking Risks; 6.4 Workshop 6.1 Debriefing; 6.5 Controlling Changes with Workflow; 6.6 Workshop 6.2: Creating a Change Control System with Three-State Workflow; 6.7 Workshop 6.2 Debriefing; 6.8 Best Practices Checklist; 6.9 Summary; Chapter 7: Project Reporting; 7.1 Custom Views; 7.2 Workshop 7.1: Creating a Custom View; 7.3 Workshop 7.1 Debriefing; 7.4 Using Web Parts for Interactive Reporting; 7.5 Workshop 7.2: Maximizing Project Reporting with Web Parts; 7.6 Workshop 7.2 Debriefing; 7.7 Subscribing to Alerts; 7.8 Using Meeting Workspaces; 7.9 Workshop 7.3: Creating a Meeting Workspace; 7.10 Workshop 7.3 Debriefing; 7.11 Best Practices Checklist; 7.12 Summary; Chapter 8: Integrating PM Tools; 8.1 Integrating Microsoft Project into SharePoint; 8.2 Workshop 8.1: Using Microsoft Project; 8.3 Workshop 8.1 Debriefing; 8.4 Using Microsoft Excel and SharePoint; 8.5 Creating a Custom List from an Existing Excel Spreadsheet; 8.6 Exporting an Excel Spreadsheet to SharePoint As a Custom List; 8.7 Synchronizing Excel Tables with a SharePoint List; 8.8 Workshop 8.2: Synchronizing Excel with SharePoint; 8.9 Workshop 8.2 Debriefing; 8.10 Best Practices Checklist; 8.11 Summary; Chapter 9: Project Closing; 9.1 Overview of Creating a PMIS Template; 9.2 Overview of Archiving the PMIS; 9.3 Workshop 9.1: Creating a PMIS Site Template; 9.4 Workshop 9.1 Debriefing; 9.5 Ensuring Stakeholder Buy-In; 9.6 Best Practices Checklist; 9.7 Summary; Colophon;