Building a Project Management Information System with SharePoint Presented by: Mark Weinstein
The Four Basic Elements of a Project A successful Project Manager must simultaneously manage the four basic elements of a project:
What is a PMIS? Project Management Information System 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.
Why Consider SharePoint? Multiple PMIS solutions are available today; however, in addition to being expensive, they also require specialized skills to implement, customize, and maintain. 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.
SharePoint Advantages • • • • • • •
Empowers the Project Manager Integrates with Existing Project Management Tools Centralizes Project Information and Documentation Automates Business and Project Processes Provides On‐Demand Reporting and Status Facilitates Project Team Collaboration Minimal Learning Curve for Users and Stakeholders
Enterprise Application Integration
Multiple SharePoint Technologies
SharePoint Site Structures
Defining a Permissions Model When defining a permissions model for your project, there are several things to consider: – Who needs access to the site? – Should functionality be limited to different types of users? – Will you limit access at the site or the data level? – Should you use inherited or unique permissions?
SharePoint and Microsoft Project
EPM Live’s Project Publisher
The Task Center
SharePoint’s Collaborative Features (Available in WSS and MOSS) • Document Libraries with Versioning and Check‐In/Check‐Out Functionality • Threaded Discussion Forums • Wikis • Blogs • Surveys
SharePoint’s Enterprise Features (MOSS Specific) • • • •
InfoPath Form Services Excel Web Services Key Performance Indicators (KPIs) Content Management
Synchronizing Tasks with Outlook
Synchronizing Tasks with Outlook
Synchronizing Calendars with Outlook
Customizing Your Project Pages
Thank You We will begin the Q&A momentarily
Utilizing SharePoint for Project Management • Charlotte, NC Feb. 3‐4
• Jacksonville, FL Mar. 26‐37
• Philadelphia, PA Feb. 5‐6
• Denver, CO Apr. 13‐14
• Portland, OR Feb. 9‐10
• Seattle, WA Apr. 16‐17
• St. Louis, MO Mar. 9‐10
• Chicago, IL Apr. 23‐24
• Washington, DC Mar. 12‐13
• Minneapolis, MN Apr. 27‐28
• Houston, TX Mar. 23‐24
Other Classes In our SharePoint Curriculum • • • •
Fundamentals of Microsoft SharePoint 2007 SharePoint Deployment & Architecture Microsoft SharePoint Development Hands‐On Mastering SharePoint Customization
Visit www.aspe‐it.com/sharepointtraining.php for more information
