I do not have MS Project, how can I provide updates? 5. ... Risk: lost mail, Issue: exists multiple times a day ... http
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
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Reproduce Project Schedule on a SP List Performer enters Actual Start Actual Finish
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Copy from SP Paste into MS Project
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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
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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)
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Formula to define RED, Yellow or Green
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Using MS Excel as Development Tool to write Formula Notice Colored (())
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Simple Status Collection Performer Input Page
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Simple Status Collection
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Simple Status Collection Data Sheet for PM
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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: http://mindsharpblogs.com/todd/archive/2005/1 0/25/798.html Richmond Share Point User Group, Jan 2011
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Performers are able to record their progress in SharePoint
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Status Reporting • Gant Bars (provided hit F5)
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Status Reporting IE view • Gant Bars (provided hit F5)
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Status Reporting SPD view
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Status Gant Bars • “Customizing List Views with XSLT Transformations in SharePoint Designer 2007” • http://MSDN.Microsoft.com/enus/library/cc300164(printer).aspx • Anup Kafle, 3Sharp [ http://www.3sharp.com/default.aspx ] • February 2008
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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 Richmond Share Point User Group, Jan 2011
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Agile Site
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Product Backlog On Top: Story List with Sprint On Bottom: Task Listing by Sprint
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Web Page includes both a listing of Stories at the top of the page and a Task list at the bottom of the page
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Story Board View Individual Task Cards
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Story Board view includes ‘quick entry’ box at the top of page
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Story Board View Individual Task Cards organized by Task Status and then by Story
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Task Detail screen
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Task Card Update an individual task
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Task Card to be selected from Wall or printed
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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
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Burndown Chart Details
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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 http://store.bamboosolutions.com Richmond Share Point User Group, Jan 2011
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Functionality Demonstration - Create/describe stories Detailed Story Entry
Quick Story Entry At top of default Story List
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Functionality Demonstration - Create/describe sprints Detailed Sprint Entry
Quick Sprint Entry At top of default Story List
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Functionality Demonstration - Create/describe releases Detailed Release Entry
Quick Release Entry At top of default Release List
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Functionality Demonstration - Create/describe tasks Detailed Task Entry
Quick Task Entry At top of default Task List
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Functionality Demonstration - Assign performer from a list 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.
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Functionality Demonstration - Assign a priority to the task
In quick entry pane select Priority
In detail entry screen select Priority
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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
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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
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Demonstration - Associate tasks with releases - drop down list Task entry includes drop down list taken from the release list
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Demonstration - Update 'work remaining' on a specific task daily When viewing individual Task select “Update” button
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Demonstration - Update 'work remaining' on a specific task daily
“Update” button takes user to an update screen that allows for entry of attributes
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Demonstration - View tasks and task status within a sprint Task View “By_Sprint”
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Demonstration - View task status by assigned performer Task View “By_Assigned_To”
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SharePoint: Project Management
1)Waterfall Schedules, 2)Risk and Issues, 3)Status Reporting, 4)Change Control, 5)Agile wall documentation Richmond Share Point User Group, Jan 2011
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Questions and Answers
[email protected] [email protected] Richmond Share Point User Group, Jan 2011
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