mpa-gta: 2005 epm schedule and announcements dave d’silva vice president mpa-gta
TRANSCRIPT
MPA-GTA:MPA-GTA:
2005 EPM SCHEDULE2005 EPM SCHEDULEand ANNOUNCEMENTSand ANNOUNCEMENTS
MPA-GTA:MPA-GTA:
2005 EPM SCHEDULE2005 EPM SCHEDULEand ANNOUNCEMENTSand ANNOUNCEMENTS
Dave D’SilvaDave D’SilvaVice President MPA-GTAVice President MPA-GTA
MPA-GTA: 2005 EPMMPA-GTA: 2005 EPMJanJan Config 1 of 3: Planning EPMConfig 1 of 3: Planning EPMFebFeb Config 2 of 3: Deploying EPMConfig 2 of 3: Deploying EPMMarMar Config 3 of 3: Managing EPMConfig 3 of 3: Managing EPMAprApr SharePoint for EPMSharePoint for EPMMayMay Client App Boot Camp / Tips & TricksClient App Boot Camp / Tips & TricksJunJun EPM Time TrackingEPM Time TrackingJulJul SQL Reporting Services for EPMSQL Reporting Services for EPMAugAug Customize Project (e.g. Project Guides)Customize Project (e.g. Project Guides)SepSep Microsoft Project Future Direction Microsoft Project Future Direction OctOct OLAP Cubes & ExtensionsOLAP Cubes & ExtensionsNovNov Resource Mgt with Project ServerResource Mgt with Project ServerDecDec Deployment MethodologiesDeployment Methodologies
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MPA-GTA: 2005 EPMMPA-GTA: 2005 EPM
2005 Q22005 Q2Apr 26Apr 26thth – Sharepoint for EPM – Sharepoint for EPM
May 19May 19thth – – Project Professional Boot Project Professional Boot CampCamp
June 15June 15thth – Time Tracking for EPM – Time Tracking for EPM
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Microsoft Project Microsoft Project AssociationAssociation
Microsoft Project Users Group will Microsoft Project Users Group will change to Microsoft Project change to Microsoft Project AssociationAssociation
MPA is the Official Industry MPA is the Official Industry Association for Microsoft Office Association for Microsoft Office ProjectProject
New and improved web site New and improved web site Online Events RegistrationOnline Events Registration
New Content LibraryNew Content Library
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MPA-GTA: 2005 EPMMPA-GTA: 2005 EPM
And now for our And now for our FeatureFeature
Presentation!Presentation!
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MPA-GTA PresentsMPA-GTA Presents
Sharepoint for EPMSharepoint for EPM
MPA-GTA PresentsMPA-GTA Presents
Sharepoint for EPMSharepoint for EPM
Brendan Giles, Brendan Giles, PMP, MCPPMP, MCPPresident MPA-GTAPresident MPA-GTA
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ObjectivesObjectives
The role of Windows Sharepoint The role of Windows Sharepoint Services in an Enterprise Project Services in an Enterprise Project Management SolutionManagement Solution
How Project Server and WSS interact How Project Server and WSS interact to make the EPM solution workto make the EPM solution work
What Windows Sharepoint Services What Windows Sharepoint Services has to offer from a Business and has to offer from a Business and Technical perspectiveTechnical perspective
To ensure you understand:To ensure you understand:
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WSS EPM WSS EPM FeaturesFeatures
Supplies Project web sites with:Supplies Project web sites with:
Document storage and retrievalDocument storage and retrieval
Check-in and check-out functionalityCheck-in and check-out functionality
Version historyVersion history
Custom metadataCustom metadata
Flexible, customizable viewsFlexible, customizable views
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WSS EPM WSS EPM FeaturesFeatures
Project web sites can have:Project web sites can have:
Event calendarsEvent calendars
Contacts from OutlookContacts from Outlook
Web linksWeb links
Project DiscussionsProject Discussions
Issues and Risk logsIssues and Risk logs
AnnouncementsAnnouncements
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WSS EPM WSS EPM FeaturesFeatures
As the EPM solution grows, As the EPM solution grows, support for:support for:
Server FarmsServer Farms
Load BalancingLoad Balancing
ClusteringClustering
Managed Code for a Managed SiteManaged Code for a Managed Site
.NET.NET
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WSS EPM WSS EPM FeaturesFeatures
Site owners can :Site owners can :
Add Web PartsAdd Web Parts
Write Web PartsWrite Web Parts
Provide data access to Web servicesProvide data access to Web services
Provide access to other applicationsProvide access to other applications
Sharepoint for EPMSharepoint for EPM
Documents, Documents, Issues, RisksIssues, Risks
Create Project Web Create Project Web SitesSites
Publish Plans Publish Plans
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Web Part and Web Part Web Part and Web Part PagesPages
Web Part Web Part A modular unit of information that has a A modular unit of information that has a single purpose and forms the basic single purpose and forms the basic building block of a Web Part Page.building block of a Web Part Page.
Web Part PageWeb Part Page A special type of Web page that A special type of Web page that consolidates data such as lists and charts, consolidates data such as lists and charts, and Web content such as text and images, and Web content such as text and images, into a dynamic information portal built into a dynamic information portal built around a common task or special interest.around a common task or special interest.
Web Parts and PagesWeb Parts and Pages
MPUG GTA Sharepoint Site
Doc Library
Risks Log
Events List
Links ListLink to Risks
Log
Link to Events List
Image
Discussion
Quick Launch Bar
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A Finished A Finished ProductProduct
The launch bar and the ZonesThe launch bar and the Zones
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Seven Topics to Seven Topics to CoverCover
1.1. Project Server Project Server and WSSand WSS
2.2. Web PartsWeb Parts
3.3. Building a WSS Building a WSS SiteSite
4.4. WorkspacesWorkspaces
5.5. End user End user AdministrationAdministration
6.6. WSS Admin WSS Admin FunctionsFunctions
7.7. WSS Developer WSS Developer FunctionsFunctions
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How Project Server and Windows How Project Server and Windows Sharepoint Services CollaborateSharepoint Services Collaborate
Role of Windows Sharepoint Services in Role of Windows Sharepoint Services in Enterprise Project Management SolutionsEnterprise Project Management Solutions
First Topic
Take me to Take me to my WSS my WSS
Project Web Project Web Site Home Site Home
Page!Page!
Link to my WSS Project Site Risks or Issues
Section in PWA!
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Administration and Site URLsAdministration and Site URLs
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Select the default EPM Select the default EPM Sharepoint TemplateSharepoint Template
Manage Issues on all your projectsManage Issues on all your projects
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WSS Functionality Using PWAWSS Functionality Using PWA
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Risks via Risks via PWAPWA
At the Risk of At the Risk of Sounding RepetitiveSounding Repetitive
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How Web Parts are used to build a How Web Parts are used to build a Sharepoint SiteSharepoint Site
Second Topic
WEB PARTSWEB PARTS
WSS Project Home PageWSS Project Home Page
Web Parts are the Web Parts are the tools used to tools used to
create a WSS Sitecreate a WSS Site
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Let us take a look at Let us take a look at “Documents and Lists” “Documents and Lists” available in this Siteavailable in this Site
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• Shared DocumentsShared Documents
• AnnouncementsAnnouncements
• ContactsContacts
• EventsEvents
• IssuesIssues
• LinksLinks
• RisksRisks
• General DiscussionGeneral Discussion
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Let us take a look at Let us take a look at some Web Parts that some Web Parts that we can add to the sitewe can add to the site
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LibrariesLibraries
Document LibraryDocument Library
Form LibraryForm Library
Picture LibrariesPicture Libraries
Lists Lists LinkLink
AnnouncementsAnnouncements
Contacts ListContacts List
Events ListEvents List
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Custom ListCustom List
Custom ListCustom List
In DatasheetIn Datasheet
Spread SheetSpread Sheet
Discussion BoardsDiscussion Boards
SurveysSurveys
Web PagesWeb Pages Basic PageBasic Page
Web Part PageWeb Part Page
Sites and WorkspacesSites and Workspaces
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How and end user can build a How and end user can build a Sharepoint SiteSharepoint Site
Third Topic
BUILDING A WEB SITE BUILDING A WEB SITE
Project Team Web Site DesignProject Team Web Site Design
This Site is Proudly Designed by a Project ManagerThis Site is Proudly Designed by a Project Manager
Create a Document Library
Configure Issues and Risk Logs
Add an Events Section
Build a Discussion
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Create a Document Library Create a Document Library (1)(1)Create a Document Library Create a Document Library (1)(1)
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Create a Document Library Create a Document Library (2)(2)Create a Document Library Create a Document Library (2)(2)
We will now be able to create our We will now be able to create our business specifications using our business specifications using our custom document templatecustom document template
We will also add a new We will also add a new field to our web partfield to our web part
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Create a Document Library Create a Document Library (3)(3)Create a Document Library Create a Document Library (3)(3)
Simply add a new ColumnSimply add a new Column
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Create a Document Library Create a Document Library (4)(4)Create a Document Library Create a Document Library (4)(4)
Lots of Data Types to choose fromLots of Data Types to choose from
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Create a Document Library Create a Document Library (5)(5)Create a Document Library Create a Document Library (5)(5)
We will use our own Special We will use our own Special MPUG Document TemplateMPUG Document Template
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Create a Document Library Create a Document Library (6)(6)Create a Document Library Create a Document Library (6)(6)
Our new Code has been addedOur new Code has been added
I have also added a I have also added a document which now document which now has this functionalityhas this functionality
Project Team Web Site DesignProject Team Web Site Design
Create a Document Library
Configure Issues and Risk Logs
Add an Events Section
Build a Discussion
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Configure Issues and Risk Logs Configure Issues and Risk Logs (1)(1)
Documents and Lists will Documents and Lists will show me a list of all my show me a list of all my web parts on this siteweb parts on this site
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Configure Issues and Risk LogsConfigure Issues and Risk Logs (2)(2)
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Configure Issues and Risk Logs Configure Issues and Risk Logs (3)(3)
Remember “Modify settings Remember “Modify settings and columns”? and columns”?
We can now add fields to the We can now add fields to the issue form. issue form.
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Configure Issues and Risk Logs Configure Issues and Risk Logs (4)(4)
Here is my Here is my new fieldnew field
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Remember “Modify settings Remember “Modify settings and columns” yet again? and columns” yet again?
We can now add fields to the We can now add fields to the risk form. risk form.
Configure Issues and Risk Logs Configure Issues and Risk Logs (5)(5)
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Configure Issues and Risk Logs Configure Issues and Risk Logs (6)(6)
Here is my Here is my new fieldnew field
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Project Team Web Site DesignProject Team Web Site Design
Create a Document Library
Configure Issues and Risk Logs
Add an Events Section
Build a Discussion
Create Event Web Part
Add an Events SectionAdd an Events Section (1)(1)
We will add it to the Quick launch bar
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Add an Events SectionAdd an Events Section (2)(2)
The Events The Events FormForm
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Add an Events SectionAdd an Events Section (3)(3)
I have added this to the Front Container
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Project Team Web Site DesignProject Team Web Site Design
Create a Document Library
Configure Issues and Risk Logs
Add an Events Section
Build a Discussion
Create Discussion Web Part
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Create a DiscussionCreate a Discussion (1)(1)
Discussions are very useful Discussions are very useful for team brainstorming and for team brainstorming and as a way to reach a decision as a way to reach a decision on a project issue. on a project issue.
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Create a DiscussionCreate a Discussion (2)(2)
The threaded style replaces those The threaded style replaces those endless e-mail trails. The endless e-mail trails. The permanent record is also kept on permanent record is also kept on your Sharepoint team site! your Sharepoint team site!
Alerts save you Alerts save you manual manual monitoringmonitoring
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Create a Discussion Create a Discussion (3)(3)
This is great for busy executives This is great for busy executives who must still be in the loopwho must still be in the loop
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Create a DiscussionCreate a Discussion (4)(4)
I added a custom field in the I added a custom field in the usual way with a description.usual way with a description.
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Create a DiscussionCreate a Discussion (5)(5)
It is also requiredIt is also required
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Create a DiscussionCreate a Discussion (6)(6)
This is my viewThis is my view
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Create a DiscussionCreate a Discussion (7)(7)
Threaded allows multiple trails to Threaded allows multiple trails to show and a record is keptshow and a record is kept
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Contacts from Contacts from OutlookOutlook
Our Contacts can Our Contacts can be imported from be imported from OutlookOutlook
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Contacts from Contacts from OutlookOutlook
I should have contact information for I should have contact information for all of my team members. all of my team members.
They should also be able to They should also be able to collaborate on my team site.collaborate on my team site.
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How to customize the Sharepoint SiteHow to customize the Sharepoint Site
Fourth Topic
WORKSPACESWORKSPACES
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Sharepoint Work Sharepoint Work SpacesSpaces
Uses Sharepoint TemplatesUses Sharepoint Templates
Built with Web PartsBuilt with Web Parts
Out-of-the-box and custom builtOut-of-the-box and custom built
Integration with Microsoft Office Integration with Microsoft Office SuiteSuite
Personal and Shared WorkspacesPersonal and Shared Workspaces
Hierarchical Workspace Hierarchical Workspace StructuresStructures
Business ThemesBusiness Themes
Sharepoint Work Sharepoint Work SpacesSpaces
Create a Shared Workspace Create a Shared Workspace from a Templatefrom a Template
Create Sites and Workspaces
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Sharepoint Work Sharepoint Work SpacesSpaces
Workspace Templates come Workspace Templates come out-of-the box or can be builtout-of-the box or can be built
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Meeting Meeting WorkspaceWorkspace
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Event Event WorkspaceWorkspace
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Conference Conference WorkspaceWorkspace
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Custom WorkspaceCustom Workspace
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Custom Custom WorkspaceWorkspace
Custom Custom WorkspaceWorkspace
Custom Custom WorkspaceWorkspace
Custom Workspace – MPA-Custom Workspace – MPA-GTA.orgGTA.org
This is This is our our Events Events Web PartWeb Part
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How the site owner manages her site.How the site owner manages her site.
Fifth Topic
END USER ADMINISTRATIONEND USER ADMINISTRATION
Let us take a look at Let us take a look at Local Sharepoint Site Local Sharepoint Site AdministrationAdministration
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AdministrationAdministration
Manage UsersManage Users
Manage Sites and WorkspacesManage Sites and Workspaces
Configure Site and Workspace CreationConfigure Site and Workspace Creation
Go to Site AdministrationGo to Site Administration
CustomizationCustomization
Change site Title and DescriptionChange site Title and Description
Apply Theme to SiteApply Theme to Site
Modify Site ContentModify Site Content
Manage My InformationManage My Information Update My InformationUpdate My Information
My Alerts on this SiteMy Alerts on this Site
View Information about site usersView Information about site users
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Manage Manage UsersUsers
Reader - Has read-only access to the Web site.
Contributor - Adds content to existing libraries and lists.
Web Designer - Can create lists and libraries and customize pages.
Administrator - Has full control of the Web site.
Project ManagersProject Managers
ReadersReaders
Team MembersTeam Members
AdministratorsAdministrators
Microsoft Office Project Server WSS Sites OnlyMicrosoft Office Project Server WSS Sites Only
Manage Sites and Manage Sites and WorkspacesWorkspaces
Workspaces are managed Workspaces are managed by the Site Administratorby the Site Administrator
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Apply Theme to Apply Theme to SiteSite
Choose a Colour SchemeChoose a Colour Scheme
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My Alerts on this My Alerts on this SiteSite
Keep Track of Changes Keep Track of Changes to any list or libraryto any list or library
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My Alerts on this My Alerts on this SiteSite
Choose a Method and a Choose a Method and a Change TypeChange Type
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How the administrator manages sites.How the administrator manages sites.
Sixth Topic
ADMINISTRATOR FUNCTIONSADMINISTRATOR FUNCTIONS
User Permissions User Permissions
Management and StatisticsManagement and Statistics
Site Collection GalleriesSite Collection Galleries
Site Collection AdministrationSite Collection Administration
Site AdministrationSite Administration
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User PermissionsUser PermissionsThe site owner manages the project team The site owner manages the project team usersusers
Sets up groupsSets up groups
Manages cross-site groups with other project Manages cross-site groups with other project teamsteams
Creates role based access requestsCreates role based access requests
Site AdministrationSite Administration
Management and StatisticsManagement and StatisticsManagement of usage dataManagement of usage data
Generate Templates from sites e.g. PMO Generate Templates from sites e.g. PMO UsageUsage
Create web discussionsCreate web discussions
Manage regional settingsManage regional settings
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Site Collection GalleriesSite Collection GalleriesManage web parts, lists and Manage web parts, lists and templatestemplates
Site AdministrationSite Administration
Site Collection AdministrationSite Collection AdministrationManagement site hierarchiesManagement site hierarchies
Control connections to portal sitesControl connections to portal sites
Sharepoint AdministratorsSharepoint Administrators
WSS Administrator WSS Administrator functionsfunctions
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Sharepoint Sharepoint AdministratorsAdministrators
Manage Users and GroupsManage Users and Groups
Site Usage Reporting Site Usage Reporting
Web Parts and TemplatesWeb Parts and Templates
Hierarchical Collections of SitesHierarchical Collections of Sites
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Sharepoint AdministratorsSharepoint Administrators
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Sharepoint AdministratorsSharepoint Administrators
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Sharepoint Templates for EPM Sharepoint Templates for EPM Environments (Project Web Access)Environments (Project Web Access)
Seventh Topic
DEVELOPER FUNCTIONSDEVELOPER FUNCTIONS
PWA Templates - PathPWA Templates - Path
\Program Files\Program Files \Common Files\Common Files \Microsoft Shared\Microsoft Shared \Web Server Extensions\Web Server Extensions \60\60 \TEMPLATE\TEMPLATE \1033\1033
\PWA\PWA
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PWA Templates - FoldersPWA Templates - Folders
DoctempDoctemp
Document Templates (e.g. Word)Document Templates (e.g. Word)
PWA\PWA\
ListsLists
Web Parts Pages and their XML SchemasWeb Parts Pages and their XML Schemas
XMLXML
Used to Store Main XML DocumentsUsed to Store Main XML Documents
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PWA TemplatesPWA Templates
Sharepoint Templates for PWA Sharepoint Templates for PWA
Built in XMLBuilt in XML
Designed by your PMODesigned by your PMO
Built by your Sharepoint AdministratorBuilt by your Sharepoint Administrator
Can include your Project document templates Can include your Project document templates
Set you own default WSS template for project sitesSet you own default WSS template for project sites
Provide the whole package to your project managersProvide the whole package to your project managers
Additional Documentation in the WSS SDKAdditional Documentation in the WSS SDK
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