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 www.pragmantic.com
PART I SharePoint & Microsoft Project (client) out of the box www.pragmantic.com
Project management domains Enterprise Processes Project Planning Project Management Project Reporting Project Collaboration www.pragmantic.com
Enterprise Processes Your expectations Promote and enforce your enterprise Project Management methodology Support your document related processes How SharePoint & Project can help? Setting-up project sites (i.e. topology, site templates) Workflow for document review process Leverage Project Professional www.pragmantic.com
Project planning Your expectations 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) www.pragmantic.com
Project collaboration Your expectations Manage the project documents Support project related communication Support the task assignation process How SharePoint & Project can help? Leverage SharePoint content management capabilities Synchronize project plan with SharePoint task list in the project site Set-up dedicated task list per project www.pragmantic.com
Project Reporting Your expectations Issue the day to day project reports Issue Management reports How SharePoint & Project can help? Excel Services Reporting Services www.pragmantic.com
Demonstration www.pragmantic.com
The limits Cross project view Any report Dashboarding Resource management (capacity timesheet) Portfolio management selection simulation www.pragmantic.com
Extending PM capabilities of SharePoint PMIS templates Specific WebParts Bamboo BrightWork PPM tools www.pragmantic.com
PART II PROJECT SERVER 2010 www.pragmantic.com
Project and Portfolio Management for SharePoint www.pragmantic.com
Solution overview www.pragmantic.com
Manage your projects lifecycle www.pragmantic.com
Project and Portfolio Management for SharePoint www.pragmantic.com
PART III Conclusion www.pragmantic.com
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 www.pragmantic.com