Project Management in SharePoint-January 2011 - Richmond ...

Project Management Tools in SharePoint ... Schedules, Risk and Issues; Status Reporting, .... Web Page includes both a listing of Stories at the top of the.
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Richmond SharePoint User Group January 2011 Project Management Tools in SharePoint Bob Ramos and Greg Brown

Project Management Tools 1. 2. 3. 4.

Who has the excel checklist? Where are latest weekly report updates? The sponsor/boss keeps asking for updates 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. Richmond Share Point User Group, Jan 2011

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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.

Richmond Share Point User Group, Jan 2011

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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”

Richmond Share Point User Group, Jan 2011

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Waterfall Project Schedules 1. 2. 3. 4.

Republish MS Project Schedule to Share Point Collect Updates from Performers with SP Copy from SharePoint Paste to MS Project

Richmond Share Point User Group, Jan 2011

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1. ADD: MS Project screen shot

Unique ID Actual Finish

Richmond Share Point User Group, Jan 2011

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

Richmond Share Point User Group, Jan 2011

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Copy from SP Paste into MS Project

Richmond Share Point User Group, Jan 2011

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4. Add: compare MS Excel Compare SharePoint and MS Project

UID 1438

Actual Start Actual Finish IF(ISERROR(VLOOKUP(UID,SHAREPOINT,15,FALSE(

MS Project Richmond Share Point User Group, Jan 2011

SharePoint 9

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Compare Table: Yellow Columns VLookUp SP Info

Richmond Share Point User Group, Jan 2011

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Green Column IF no new SP info, then use MPP IF new SP Data, then use SP data Richmond Share Point User Group, Jan 2011

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Paste Green Columns back into MS Project Richmond Share Point User Group, Jan 2011

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Risks and Issues • Template has ‘special’ attributes – Versioning – Workflow emails

• Create Various Screens • Single list confused by multiple occurrences of an Issue. Risk: lost mail, Issue: exists multiple times a day • Customize Response Strategy Richmond Share Point User Group, Jan 2011

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

Richmond Share Point User Group, Jan 2011

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Formula to define RED, Yellow or Green

Richmond Share Point User Group, Jan 2011

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

Richmond Share Point User Group, Jan 2011

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Simple Status Collection Performer Input Page

Richmond Share Point User Group, Jan 2011

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Simple Status Collection

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Simple Status Collection Data Sheet for PM

Richmond Shar