SharePoint 2010 for Project Management: Learn How to Manage Your Projects with SharePoint

by Dux Sy

Overview

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

Product Details

ISBN-13:	9781449306373
Publisher:	O'Reilly Media, Incorporated
Publication date:	02/06/2012
Edition description:	Second Edition
Pages:	226
Product dimensions:	7.00(w) x 9.10(h) x 0.60(d)

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;