SharePoint 2010 for Project Management by Sy, Dux Raymond -- Read -- Imperial Library of Trantor

Index

SharePoint 2010 for Project Management

A Note Regarding Supplemental Files 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

1. Project Kickoff

What Is a PMIS? Deciding to Use a PMIS What Is SharePoint? Other Options Our Case Study: SharePoint Dojo, Inc. Best Practices Checklist Summary

2. Setting Up the PMIS

How Will You Organize Your PMIS? Using Site Templates Creating a SharePoint 2010 Site Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation

Part 1: Creating the PMIS Part 2: Customizing the Site Theme Part 3: Adding an Announcement List Part 4: Displaying Announcements on the Home Page

Workshop 2.1 Debriefing Customizing the PMIS Workshop 2.2: Updating Your Site’s Regional Settings Workshop 2.2 Debriefing Best Practices Checklist Summary

3. Adding PMIS Components

Using SharePoint Lists Creating SharePoint Lists Workshop 3.1: Creating and Populating Lists

Part 1: Creating and Populating a Calendar List Part 2: Creating and Populating a Contacts List Part 3: Creating a Risks List Part 4: Creating a Project Tasks List Part 5: Creating and Populating a Custom Resource List Part 6: Displaying the New Lists on the Home Page

Workshop 3.1 Debriefing Using Libraries Creating a Document Library (a How-To) Populating a Document Library Workshop 3.2: Creating and Populating a Document Library

Part 1: Creating a Document Library Part 2: Populating a Document Library

Workshop 3.2 Debriefing Organizing Project Information Best Practices Checklist Summary

4. Adding Stakeholders to the PMIS

Project Communications Plan Site Access in SharePoint Creating SharePoint Groups Adding Site Members Enabling the Access Request Feature Customizing Permissions Workshop 4.1: Adding Site Members

Part 1: Adding Site Members Part 2: Customizing List Permissions

Workshop 4.1 Debriefing Best Practices Checklist Summary

5. Supporting Team Collaboration

Enabling Document Management Solutions Overview of Check-Out/Check-In Overview of Version History Overview of Content Approval Workshop 5.1: Updating a Project Document

Workshop 5.1 Debriefing Facilitating Team Collaboration Wikis Discussion Boards Document Workspaces

Creating a Document Workspace

Best Practices Checklist Summary

6. Project Tracking

Tracking Project Tasks Tracking Risks Workshop 6.1: Updating the Schedule and Tracking Risks

Part 1: Updating the Project Tasks List Part 2: Populating and Updating the Project Tasks List Part 3: Documenting Risks

Workshop 6.1 Debriefing Controlling Changes with Workflow Workshop 6.2: Creating a Change Control System with Three-State Workflow

Part 1: Creating a Custom List Part 2: Customizing the Three-State Workflow Part 3: Testing the Workflow

Workshop 6.2 Debriefing Best Practices Checklist Summary

7. Project Reporting

Custom Views Workshop 7.1: Creating a Custom View Workshop 7.1 Debriefing Using Web Parts for Interactive Reporting Workshop 7.2: Maximizing Project Reporting with Web Parts

Part 1: Updating Web Parts on Your PMIS Home Page Part 2: Creating a Project Dashboard Part 3: Finalizing the Dashboard

Workshop 7.2 Debriefing Subscribing to Alerts Using Meeting Workspaces Workshop 7.3: Creating a Meeting Workspace Workshop 7.3 Debriefing Best Practices Checklist Summary

8. Integrating PM Tools

Integrating Microsoft Project into SharePoint Workshop 8.1: Using Microsoft Project Workshop 8.1 Debriefing Using Microsoft Excel and SharePoint Creating a Custom List from an Existing Excel Spreadsheet Exporting an Excel Spreadsheet to SharePoint As a Custom List Synchronizing Excel Tables with a SharePoint List Workshop 8.2: Synchronizing Excel with SharePoint

Part 1: Creating an Excel Table Part 2: Synchronizing the SharePoint List with Excel

Workshop 8.2 Debriefing Best Practices Checklist Summary

9. Project Closing

Overview of Creating a PMIS Template Overview of Archiving the PMIS Workshop 9.1: Creating a PMIS Site Template Workshop 9.1 Debriefing Ensuring Stakeholder Buy-In

1. Leverage and Prove the Value of SharePoint as a PMIS on a Pilot Project 2. Provide User Support in Learning and Utilizing SharePoint 3. Measure and Broadcast Success 4. Gather Feedback

Best Practices Checklist Summary

Index About the Author Colophon