After attending this session you will understand the different tools for Project Management offered with SharePoint and Project Server, including the advantages / disadvantages of each method.
In addition you will also takeaway:
A high level understanding of how SharePoint / Project Server work together
The benefits of enterprise project management
Project management maturity expectations as solutions become more complex
2. Session Objectives
After attending this session you will understand the different tools
for Project Management offered with SharePoint and Project Server,
including the advantages / disadvantages of each method.
In addition you will also takeaway:
A high level understanding of how SharePoint / Project Server work together
The benefits of enterprise project management
Project management maturity expectations as solutions become more
complex
8. Project Maturity Evolution
Projects, Programmes and Portfolios (P3M). Simple to Complex
Project Manager Multiple Projects Portfolio Management
May / may not be a Dedicated Project Project / Programme
resource also Managers selection based upon
strategic objectives
Task lists Centralised Resourcing
Paper Resource Rates Financial cross charging
Excel / Project linking project cost
Programme
RAID Logs Management Multiple Resource Rates
Risks, Actions, Issues, Multiple Stakeholders Based on scenario
Deliverables
Reporting
9.
10. Supporting Tools
Projects, Programmes and Portfolios (P3M). Simple to Complex
Environment Environment Environment
Microsoft Project Microsoft Project Microsoft Project
SharePoint Foundation Project Server Project Server
Office 365 Office 365 Office 365
SharePoint Online Project Online Project Online
SharePoint Lists Centralised Resourcing Demand Management
Risks Enterprise Resource Pool Portfolio prioritisation
Actions
Issues Reporting Financial cross charging
Deliverables Roll up by project or UMT Project Essentials
programme via: Project Server only
PS: Reporting DB, REST
Multiple Resource Rates
Project Online: REST
5 cost rates per resource
SP: List rollup (CQWP)
11. Transition – Simple to Complex
Allowing your environment to grow as the organization does.
Project can only be seen Projects still in SharePoint Projects fully inside Project
within SharePoint but visible to Project Server Server
Create Project Site
Use Project with Task List Convert Project to Convert “visibility” to
Use Project Site for Risks, “visibility” mode via Project enterprise mode
Actions, Issues, View all projects along Draft / Publish capability
Deliverables, Documents side each other within Central Resource Pool
etc… Project Server Demand Management
Project publishes on save
Report on Project Data SharePoint vs. Project
Server permission model
12.
13. Demo Video
The following is a video of the live demonstration from SharePoint
Saturday UK on the 8th December 2012 in Nottingham.
Please note that no sound is available, but it runs through the steps
from Simple to Complex in terms of the toolset available in
SharePoint / Project Server 2013.
You Tube:
HD: http://youtu.be/w0F4R5CN6MQ?hd=1
SD: http://youtu.be/w0F4R5CN6MQ
14. Feature Comparison
Features SharePoint SP Details Visibility Vis. Details Enterprise Ent. Details
Task list in SharePoint Site Read / Write Read / Write Read Only
Timeline Web Part (SP Site) Read / Write Read / Write Read Only
Deliverable, Risk, Issue Lists Use custom lists Available Available
Reporting (SQL) Not Available Available Available
Reporting (Cube) Not Available Available Available
Draft and Publish Plans Not Available Publish only Available
Task list in Project Web App Not Available Not Available Available
Schedule Web Part (Gantt) Not Available Not Available Available
Tasks visible in Schedule Web Part (Gantt) Not Available Not Available Available
Server side Project edits (PWA or Code) Not Available Not Available Available
Tasks / Timesheets Not Available Not Available Available
Single Entry Mode (Task / Timesheet updates) Not Available Not Available Available
Statusing Not Available Not Available Available
Demand Management Not Available Not Available Available
Delegation Not Available Not Available Available
15. Decisions – Where to Start?
Understand Project Management Further Reading
maturity within your organisation Sign up for the Project Online preview:
http://www.microsoft.com/project/en-
Different departments maybe at different us/preview/
levels
Project Server H/W & S/W requirements:
SharePoint / Project Server can support http://technet.microsoft.com/en-
all levels at once us/library/ee683978(v=office.15).aspx
Project Server Capacity Planning:
Determine On-Premise or Online http://technet.microsoft.com/en-
us/library/ff646967(v=office.15).aspx
Depends on how complex you want to be
Visibility vs. Enterprise Projects
Don’t run before you can walk http://technet.microsoft.com/en-
us/library/ff631142.aspx#section10
Ensure you are getting the full benefits of
each stage before moving forward. You SharePoint vs. Project Server permissions
http://technet.microsoft.com/en-
will need everything you have built so far us/library/fp161361(v=office.15).aspx
to move on.