Richmond SharePoint User Group. Project Management Tools in SharePoint Bob Ramos and Greg Brown

Transcription

1 Richmond SharePoint User Group January 2011 Project Management Tools in SharePoint Bob Ramos and Greg Brown

2 Project Management Tools 1. Who has the excel checklist? 2. Where are latest weekly report updates? 3. The sponsor/boss keeps asking for updates 4. I do not have MS Project, how can I provide updates? 5. Latest on Risks, Issues, Change Control? 6. Remote access and capture of Agile Wall How SharePoint can be used to facilitate Project Management. 2

3 SharePoint: Project Management Take away simple best practice web part solutions that can help you and your project team with SharePoint. Tools include: Waterfall Schedules, Risk and Issues; Status Reporting, Change Control, Agile wall documentation, and more. 3

4 Waterfall Project Schedules Performers who do not have access to the MS Project Schedule One at a time updating, Who has opened in Edit and gone to lunch? Do we trust everyone to update the schedule? Edit Performers Updates, Never gonna get done More Complex than Expected 4

5 Waterfall Project Schedules 1. Republish MS Project Schedule to Share Point 2. Collect Updates from Performers with SP 3. Copy from SharePoint 4. Paste to MS Project 5

6 1. ADD: MS Project screen shot Unique ID Actual Finish 6

7 Reproduce Project Schedule on a SP List Performer enters Actual Start Actual Finish 7

8 Copy from SP Paste into MS Project 8

9 4. Add: compare MS Excel Compare SharePoint and MS Project UID Actual Start Actual Finish 1438 IF(ISERROR(VLOOKUP(UID,SHAREPOINT,15,FALSE( MS Project SharePoint 9

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11 Compare Table: Yellow Columns VLookUp SP Info 11

12 Green Column IF no new SP info, then use MPP IF new SP Data, then use SP data 12

13 Paste Green Columns back into MS Project 13

14 Risks and Issues Template has special attributes Versioning Workflow s Create Various Screens Single list confused by multiple occurrences of an Issue. Risk: lost mail, Issue: exists multiple times a day Customize Response Strategy 14

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19 Risks that will be addressed Risks that will be logged but the project is willing to accept (tolerable risk) 19

20 Formula to define RED, Yellow or Green 20

21 Using MS Excel as Development Tool to write Formula Notice Colored (()) 21

22 Simple Status Collection Performer Input Page 22

23 Simple Status Collection 23

24 Simple Status Collection Data Sheet for PM 24

25 Status Reporting Gant Bars (provided hit F5 to refresh) Project Manager s / Stakeholder s view No Navigation to save screen real estate Performers' view name names Quick Perfect Information Design Shortcut Style Under Cursor Todd Bleeker: 0/25/798.html 25

26 Performers are able to record their progress in SharePoint 26

27 Status Reporting Gant Bars (provided hit F5) 27

28 Status Reporting IE view Gant Bars (provided hit F5) 28

29 Status Reporting SPD view 29

30 Status Gant Bars Customizing List Views with XSLT Transformations in SharePoint Designer us/library/cc300164(printer).aspx Anup Kafle, 3Sharp[ ] February 2008 Richmond Share Point User Group, Jan

31 Agile Wall Backlog of tasks Divide into Sprints Create Task Cards Assign Level of Effort to Task Card Sprinting Select Task Card Progress Task Cards Burn down Chart 31

32 Agile Site 32

33 Product Backlog On Top: Story List with Sprint On Bottom: Task Listing by Sprint 33

34 Web Page includes both a listing of Stories at the top of the page and a Task list at the bottom of the page 34

35 Story Board View Individual Task Cards 35

36 Story Board view includes quick entry box at the top of page 36

37 Story Board View Individual Task Cards organized by Task Status and then by Story 37

38 Task Detail screen 38

39 Task Card Update an individual task 39

40 Task Card to be selected from Wall or printed 40

41 Demonstration Print task cards for the team white board When viewing an individual task, select the hyperlink of the task name, then Control + P to print the task card 41

42 Burndown Chart Details 42

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44 Functionality Demonstration - View a burndown chart by sprint On Project Home page, select Sprint for Burndown Chart To select which Sprint we used a Web part from Bamboo Solutions 44

45 Functionality Demonstration - Create/describe stories Detailed Story Entry At top of default Story List Quick Story Entry 45

46 Functionality Demonstration - Create/describe sprints Detailed Sprint Entry At top of default Story List Quick Sprint Entry 46

47 Functionality Demonstration - Create/describe releases Detailed Release Entry At top of default Release List Quick Release Entry 47

48 Functionality Demonstration - Create/describe tasks Detailed Task Entry Quick Task Entry At top of default Task List 48

49 The field Assigned To Searches for Users allowing performers to be selected from the list of users based on the selection provided in the Find box. Functionality Demonstration - Assign performer from a list 49

50 Functionality Demonstration - Assign a priority to the task In quick entry pane select Priority In detail entry screen select Priority 50

51 Demonstration - Associate tasks with stories - drop down list An authorized user creates the Story List The above listing of Stories appears as a Drop Down list as an attribute of an individual Task 51

52 Demonstration - Associate tasks with sprints - drop down list The default Task List includes a quick entry form with a drop down of Sprint Names from the Sprint list 52

53 Demonstration - Associate tasks with releases - drop down list Task entry includes drop down list taken from the release list 53

54 Demonstration - Update 'work remaining' on a specific task daily When viewing individual Task select Update button 54

55 Demonstration - Update 'work remaining' on a specific task daily Update button takes user to an update screen that allows for entry of attributes 55

56 Demonstration - View tasks and task status within a sprint Task View By_Sprint 56

57 Demonstration - View task status by assigned performer Task View By_Assigned_To 57

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59 SharePoint: Project Management 1)Waterfall Schedules, 2)Risk and Issues, 3)Status Reporting, 4)Change Control, 5)Agile wall documentation 59

60 Questions and Answers 60