SharePoint 2013 for Project Management from BrightWork and Atidan

www.brightwork.com
@BrightWork_
SharePoint 2013 for Project
Management
Éamonn McGuinness

@BrightWork_
Today’s Webcast Description
• Join Atidan, and Project Management expert BrightWork, for a
complimentary event and webcast on SharePoint 2013 and
Project Management.
• SharePoint 2013 is full of slick new features that make it a
powerful tool to collaboratively manage projects and work.
This webcast will present and demonstrate the latest out-of-
the-box project management capabilities that include:
– The new Project Template
– The Work Breakdown Structure list type
– The improved synchronization with Microsoft Project
– And lots more cool stuff (e.g. Social, Apps marketplace, SkyDrive,
etc.)!
• This session also adds a section on how to further leverage
SharePoint 2013 for more advanced project and portfolio
management. We hope you can join us.

@BrightWork_
Logistics for Today’s Webcast
• Slide Deck & Webcast Recording links
• Questions and Answers
– Impractical to take questions on the phone throughout
- sorry!
• Your phone has already been put on mute for now to avoid
accidental background noise
– We will answer questions at the end as follows:
i. Microsoft Live Meeting – Click the “Q&A” panel or click “Alt Q”
– After the webcast - extra questions to brightwork@Atidan.com
• Remember to go to the “full screen” in Live Meeting (F5)

@BrightWork_
Before Survey/Poll - Reflection
• Do you use SharePoint to manage projects
today?
1. No
2. Yes – we use SharePoint for some projects
3. Yes – we use SharePoint for most or all projects
4. Yes – we use SharePoint and Microsoft® Project
synchronized on many projects

@BrightWork_
Today’s Webcast
• July 2012 – Microsoft SharePoint 2013 announced
– New template for managing a project
– New WBS list type
– Improved synchronize with Microsoft Project
– And lots more stuff (like Social, Apps marketplace, SkyDrive,
etc.)!
Summary – The Microsoft SharePoint team is now really
encouraging us to use SharePoint 2010 and 2013 to
manage work and projects. The question is how?

@BrightWork_
Today’s Agenda
1. Microsoft SharePoint 2013 to manage
projects (includes a free template)
2. Collaborative Project Management (free eBook)
3. Boundary of the out of the box SharePoint 2013
functionality

@BrightWork_
How to manage projects – simple version!
1. Processes (e.g. Goals, Tasks, Issues, Risks, etc.)
2. Reports (e.g. Open Work, Overdue Issues,
Resources, etc.)
3. Constantly connect the people on the project to
the processes
4. Evolve and mature the way you manage projects

@BrightWork_
The slide-demo uses the Office 365 2013 beta

@BrightWork_
1. Processes (e.g. Deliverables)

@BrightWork_
1. Processes (e.g. Issues)

@BrightWork_
1. Processes (e.g. Tasks – in WBS View Mode)

@BrightWork_
2. Reports (e.g. Timelines)

@BrightWork_
2. Reports (e.g. Calendars)

@BrightWork_
2. Reports (e.g. Notebooks)

@BrightWork_
2. Reports (e.g. All My Work in one place)
Source … Microsoft
Project Team Blog:
http://blogs.office.com/b
/project/archive/2012/08
/15/all-my-work-in-one-
place.aspx

@BrightWork_
3. Connect People to the Project (e.g. Newsfeeds)
Source … Microsoft
SharePoint Team
Blog:
http://sharepoint.mic
rosoft.com/blog/Pag
es/BlogPost.aspx?pID
=1014

@BrightWork_
3. Connect People to the Project (e.g. email, Alert, Project sync,
Outlook sync, Excel export)

@BrightWork_
Project 2013 Sync Update - 1
• As before requires Project Professional 2013
• Now deals with stuff it used to reject, e.g.
– a space at the start of a Task Name
– unsupported characters in the Task Name
• characters like !=-(*&^%$£” etc.
• all supported without issue
• Very happy to say it now manages
– Lead and Lag
– Relationships other than FS
• SS, SF, FF

@BrightWork_
Project 2013 Sync Update - 2

@BrightWork_
3. Connect People to the Project (e.g. Mobile access,
including update and edit)

@BrightWork_
3. Connect People to the Project (e.g.
Workflows)

@BrightWork_
3. Connect People to the Project (e.g. SkyDrive
Pro)
Source …
Microsoft
SharePoint Team
Blog:
http://sharepoint.
microsoft.com/blo
g/Pages/BlogPost.
aspx?pID=1014

@BrightWork_
4. Evolve Project Management

@BrightWork_
What is Going Away with 2013
• http://office.microsoft.com/en-us/sharepoint-help/discontinued-features-and-modified-
functionality-in-microsoft-sharepoint-2013-HA102892827.aspx#_Toc339867839
Description of change Reason for change Workaround (if applicable) Applies to
The Chart
Web Part is
no longer
available.
Similar features can be used
with other applications, such as
Excel Services.
If you used the Chart Web Part
in SharePoint Server 2010, you
can continue to use it in
SharePoint Server 2013. If you
did not use the Chart Web Part
in SharePoint Server 2010, you
can use other SharePoint
functionality such as Excel
Services to display a chart in a
SharePoint site.
SharePoint Server 2013,
SharePoint Online 2013
SharePoint
Status
Indicators and
Status Lists
are no longer
available.
Similar features can be used
with other applications, such as
Excel Services.
If you used SharePoint Status
Indicators in SharePoint Server
2010, you can continue to use
them in SharePoint Server
2013. If you did not use
SharePoint Status Indicators
and Status Lists in SharePoint
Server 2010 you can use other
SharePoint functionality such as
Excel Services to create key
performance indicators (KPIs).
SharePoint Server 2013,
SharePoint Online 2013

@BrightWork_
Free… Project Management SharePoint Template
(Download! and available on Office 365 today)

@BrightWork_
Today’s Agenda
1. Microsoft SharePoint 2013 to manage projects
(includes a free template)
2. Collaborative Project Management
(free eBook)
functionality

@BrightWork_
Collaborative Project Management Guide

@BrightWork_
Today’s Agenda
3. Boundary of the out of the box
SharePoint 2013 functionality

@BrightWork_
Boundaries or Opportunities to Extend
• Some of the project management capabilities not
designed to be included in out of the box SharePoint
2013
1. KPI’s and Charts (unless you build your own with Excel Services)
2. Project Reporting in one site across many lists, e.g., My Work,
Project Status
3. Portfolio Reporting, e.g., Projects Status, Late Issues, Risks
Occurred
4. Metrics and trend history and charting – single projects and
portfolios
5. Templates, e.g., Project Office, Scrum, Agile, IT, Lite, Standard,
Structured
6. Best practice / template replication
SharePoint is an awesome platform – and it is designed to
be extended!

@BrightWork_
BrightWork is
- a SharePoint solution
- for the management of projects,
portfolios and everyday work
- that is fast and inexpensive to
deploy
- and simple to configure and
evolve.

@BrightWork_
The BrightWork Approach
Start
Deliver Immediate
Visibility and
Control
Evolve
Mature Project
Management
Practices with
Flexibility

@BrightWork_
Demo: Best Practices (in Templates)

@BrightWork_
Today’s Agenda – a Recap
functionality

@BrightWork_
After Survey/Poll - Reflection
• Would you now consider using SharePoint to
manage projects?
1. No
2. Yes – we will use SharePoint for some projects
3. Yes – we will use SharePoint for most or all projects
4. Yes – we will use SharePoint and Microsoft® Project
synchronized on many projects

@BrightWork_
“I still need to more Information”
1. Ask questions now!
2. Try these ideas for yourself …
http://www.brightwork.com
3. Call Atidan to ask your
more specific questions
Web www.Atidan.com
 brightwork@atidan.com
 Americas +1-215-825-5045 Ext
5009

@BrightWork_
Q&A and Feedback
In Live Meeting, click “Q&A”
panel or “Alt Q” to open the
Question Manager
1. Questions
2. Feedback on this webcast
3. Suggestions for future
webcasts
To get more related materials please visit:
http://www.brightwork.com
We’d love to hear more detailed
feedback on this webcast
email ... brightwork@Atidan.com
Connect with BrightWork:

SharePoint 2013 for Project Management from BrightWork and Atidan

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