SharePoint 2010 for Project
Management
Cédric Favre – Business Analyst
Pragmantic SA 01.11.2011
www.pragmantic.com
Agenda

Concrete overview of how SharePoint 2010 can be
used to support the PM role in an organization
• How to leverage SharePoint & Project Professional?
• Where are the limits?
• Can we extend SharePoint 2010 PM capabilities?

Focus on Project Server 2010
• Solution overview
• Concrete use case

Conclusion
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PART I
SharePoint &
Microsoft Project (client)
out of the box
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Project management domains
Project
Planning
Enterprise
Processes
Project
Management
Project
Reporting
Project
Collaboration
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Enterprise Processes
Your expectations

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Promote and enforce your enterprise Project Management
methodology
Support your document related processes
How SharePoint & Project can help?
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Setting-up project sites (i.e. topology, site templates)
Workflow for document review process
Leverage Project Professional
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Project planning
Your expectations

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Set your project plan (Work Breakdown Structure, Project plan)
Follow-up your projects
How SharePoint & Project can help?

Use Project Professional to:
•
•
Build your project plan
Follow-up your project progress (i.e. baselines)
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Project collaboration
Your expectations

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Manage the project documents
Support project related communication
Support the task assignation process
How SharePoint & Project can help?
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Leverage SharePoint content management capabilities
Synchronize project plan with SharePoint task list in the project site
Set-up dedicated task list per project
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Project Reporting
Your expectations

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Issue the day to day project reports
Issue Management reports
How SharePoint & Project can help?

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Excel Services
Reporting Services
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Demonstration
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The limits
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Cross project view
• Any report
• Dashboarding
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Resource management (capacity – timesheet)
Portfolio management – selection – simulation
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Extending PM capabilities of SharePoint
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PMIS templates
Specific WebParts
• Bamboo
• BrightWork
• …
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PPM tools
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PART II
PROJECT SERVER 2010
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Project and Portfolio Management for
SharePoint
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Solution overview
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Manage your projects
lifecycle
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Project and Portfolio Management for
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PART III
Conclusion
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Conclusion

You need to take into account the organisation maturity
to provide the right tool

Microsoft Project skills for the organisation Project
Managers is a pre-requisite before thinking about using
Project Server or be careful about the learning curve

Baby steps
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