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Building a Project Management Information System with SharePoint

More and more successful project managers are utilizing SharePoint 2007 to drive their projects and operational initiatives. Out of the box, SharePoint Server offers many features that lends itself to effectively managing projects. Lists and libraries allow you to consolidate and manage project information in a central place, while business intelligence features allow you to report on that information in real-time. By utilizing SharePoint along with other business tools such as the Microsoft Office suite of applications, oraganization can create a customized Project Management Information System (PMIS) to assist with the daily management of enterprise projects.

With this webinar we would like to discuss the many benefits of using SharePoint Server as a Project Management Information system, including:

· Using SharePoint to manage project data
· Consolidating project data using SharePoint libraries
· Reporting on project data using SharePoint’s business intelligence
· Automating project tasks with SharePoint workflows
· Options to extending SharePoint’s project managemenet capabilities

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Building a Project Management Information System with SharePoint

  1. 1. Building a Project Management Information System with SharePoint Presented by: Mark Weinstein
  2. 2. The Four Basic Elements of a Project A successful Project Manager must simultaneously manage the four basic elements of a project:
  3. 3. What is a PMIS? <ul><li>Project Management Information System </li></ul><ul><li>As defined by the Project Management Institute (PMI), a PMIS is a standardized set of automated project management tools available within an organization and integrated into a system. </li></ul>
  4. 4. Why Consider SharePoint? <ul><li>Multiple PMIS solutions are available today; however, in addition to being expensive, they also require specialized skills to implement, customize, and maintain. </li></ul><ul><li>SharePoint has already been adopted by many organizations, allowing project management teams to use technologies that they may be familiar with and are already in place and operational. </li></ul>
  5. 5. <ul><li>Empowers the Project Manager </li></ul><ul><li>Integrates with Existing Project Management Tools </li></ul><ul><li>Centralizes Project Information and Documentation </li></ul><ul><li>Automates Business and Project Processes </li></ul><ul><li>Provides On-Demand Reporting and Status </li></ul><ul><li>Facilitates Project Team Collaboration </li></ul><ul><li>Minimal Learning Curve for Users and Stakeholders </li></ul>SharePoint Advantages
  6. 6. Enterprise Application Integration
  7. 7. Multiple SharePoint Technologies
  8. 8. SharePoint Site Structures
  9. 9. Defining a Permissions Model <ul><li>When defining a permissions model for your project, there are several things to consider: </li></ul><ul><ul><li>Who needs access to the site? </li></ul></ul><ul><ul><li>Should functionality be limited to different types of users? </li></ul></ul><ul><ul><li>Will you limit access at the site or the data level? </li></ul></ul><ul><ul><li>Should you use inherited or unique permissions? </li></ul></ul>
  10. 10. SharePoint and Microsoft Project
  11. 11. EPM Live’s Project Publisher
  12. 12. The Task Center
  13. 13. <ul><li>Document Libraries with Versioning and Check-In/Check-Out Functionality </li></ul><ul><li>Threaded Discussion Forums </li></ul><ul><li>Wikis </li></ul><ul><li>Blogs </li></ul><ul><li>Surveys </li></ul>SharePoint’s Collaborative Features (Available in WSS and MOSS)
  14. 14. <ul><li>InfoPath Form Services </li></ul><ul><li>Excel Web Services </li></ul><ul><li>Key Performance Indicators (KPIs) </li></ul><ul><li>Content Management </li></ul>SharePoint’s Enterprise Features (MOSS Specific)
  15. 15. Synchronizing Tasks with Outlook
  16. 16. Synchronizing Tasks with Outlook
  17. 17. Synchronizing Calendars with Outlook
  18. 18. Customizing Your Project Pages
  19. 19. Utilizing SharePoint for Project Management <ul><li>Des Moines, IA </li></ul><ul><li>Aug. 12-13 </li></ul><ul><li>Washington, DC </li></ul><ul><li>Aug. 13-14 </li></ul><ul><li>Oklahoma City, OK </li></ul><ul><li>Aug. 17-18 </li></ul><ul><li>Chicago, IL </li></ul><ul><li>Aug. 20-21 </li></ul><ul><li>San Francisco, CA </li></ul><ul><li>Aug. 26-27 </li></ul><ul><li>Tampa, FL </li></ul><ul><li>Aug. 27-28 </li></ul><ul><li>Cleveland, OH </li></ul><ul><li>Sept. 3-4 </li></ul><ul><li>Minneapolis, MN </li></ul><ul><li>Sept. 10-11 </li></ul><ul><li>Houston, TX </li></ul><ul><li>Sept. 17-18 </li></ul><ul><li>Omaha, NE </li></ul><ul><li>Sept. 21-22 </li></ul><ul><li>Seattle, WA </li></ul><ul><li>Sept. 24-25 </li></ul><ul><li>Milwaukee, WI </li></ul><ul><li>Sept. 28-29 </li></ul>
  20. 20. Save $200 <ul><li>Call 877-800-5221 </li></ul><ul><li>Register for our Utilizing SharePoint for Project Management course running in August or September </li></ul><ul><li>Mention Promo Code SS722 and Save $200! </li></ul>
  21. 21. Other Classes In our SharePoint Curriculum <ul><li>Fundamentals of Microsoft SharePoint 2007 </li></ul><ul><li>SharePoint Deployment & Architecture </li></ul><ul><li>Microsoft SharePoint Development </li></ul><ul><li>Hands-On Mastering SharePoint Customization </li></ul><ul><li>Mastering Microsoft SharePoint 2007 Governance </li></ul><ul><li>Utilizing SharePoint for Business Intelligence & Knowledge Management </li></ul>Visit www.aspe-it.com/sharepointtraining.php for more information
  22. 22. Thank You <ul><li>For more information & updates from ASPE </li></ul><ul><li>Follow us on Twitter @ASPE_SDLC </li></ul><ul><li> @ASPE_INC </li></ul><ul><li>Read the Blog www.aspe-sdlc.com/blog </li></ul><ul><li>Find ASPE on SlideShare: ASPE_INC </li></ul>