sharepoint 2013 for project management - brightwork
TRANSCRIPT
www.brightwork.com
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SharePoint 2013 for Project Management
Éamonn McGuinness
@BrightWork_
Today’s Webcast Description
• SharePoint 2013 is full of slick new features that make it
a powerful tool to collaboratively manage projects and
work. This webcast will present and demonstrate the
latest out-of-the-box project management capabilities
that include:
– The new Project Template
– The Work Breakdown Structure list type
– The improved synchronization with Microsoft Project
– And lots more cool stuff (e.g. Social, Apps marketplace, SkyDrive,
etc.)!
– This session also adds a section on how to further leverage
SharePoint 2013 for more advanced project and portfolio
management.
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Logistics for Today’s Webcast
• Slide Deck & Webcast Recording links tomorrow
• Questions and Answers
– Impractical to take questions on the phone throughout
- sorry!
• Your phone has already been put on mute for now to avoid
accidental background noise
– We will answer questions at the end as follows:
i. Microsoft Live Meeting – Click the “Q&A” panel or click “Alt Q”
– After the webcast - extra questions to [email protected]
• Remember to go to the “full screen” in Live Meeting (F5)
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SharePoint 2013 for Project Management
Éamonn McGuinness
@BrightWork_
Today’s Webcast
• July 2012 – Microsoft SharePoint 2013 announced
– New template for managing a project
– New WBS list type
– Improved synchronize with Microsoft Project
– And lots more stuff (like Social, Apps marketplace, SkyDrive,
etc.)!
Summary – The Microsoft SharePoint team is now really
encouraging us to use SharePoint 2010 and 2013 to
manage work and projects. The question is how?
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Today’s Agenda
1. Microsoft SharePoint 2013 to manage
projects (includes a free template)
2. Add professional project management training
to SharePoint
3. Collaborative Project Management (free eBook)
4. Microsoft SharePoint or Microsoft Project Server
/ Project Online or both
5. Boundary of the out of the box SharePoint 2013
functionality
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How to manage projects – simple version!
1. Processes (e.g. Goals, Tasks, Issues, Risks, etc.)
2. Reports (e.g. Open Work, Overdue Issues,
Resources, etc.)
3. Constantly connect the people on the project to
the processes
4. Evolve and mature the way you manage projects
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The slide-demo uses the Office 365 2013 beta
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The slide-demo uses the Office 365 2013 beta
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1. Processes (e.g. Deliverables)
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1. Processes (e.g. Deliverables)
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1. Processes (e.g. Issues)
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1. Processes (e.g. Tasks – in WBS View Mode)
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2. Reports (e.g. Timelines)
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2. Reports (e.g. Calendars)
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2. Reports (e.g. Notebooks)
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2. Reports (e.g. All My Work in one place)
Source … Microsoft
Project Team Blog:
http://blogs.office.com/b
/project/archive/2012/08
/15/all-my-work-in-one-
place.aspx
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3. Connect People to the Project (e.g. Newsfeeds)
Source … Microsoft
SharePoint Team
Blog:
http://sharepoint.mic
rosoft.com/blog/Pag
es/BlogPost.aspx?pID
=1014
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3. Connect People to the Project (e.g. email, Alert, Project sync, Outlook sync, Excel export)
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3. Connect People to the Project (e.g. Mobile access, including update and edit)
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3. Connect People to the Project (e.g. Workflows)
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3. Connect People to the Project (e.g. SkyDrive Pro)
Source …
Microsoft
SharePoint Team
Blog:
http://sharepoint.
microsoft.com/blo
g/Pages/BlogPost.
aspx?pID=1014
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4. Evolve Project Management
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4. Evolve Project Management
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4. Evolve Project Management
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4. Evolve Project Management
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4. Evolve Project Management
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What is Going Away with 2013
• http://office.microsoft.com/en-us/sharepoint-help/discontinued-features-and-modified-
functionality-in-microsoft-sharepoint-2013-HA102892827.aspx#_Toc339867839
Description of change Reason for change Workaround (if applicable) Applies to
The Chart Web Part is no longer available.
Similar features can be used with other applications, such as Excel Services.
If you used the Chart Web Part in SharePoint Server 2010, you can continue to use it in SharePoint Server 2013. If you did not use the Chart Web Part in SharePoint Server 2010, you can use other SharePoint functionality such as Excel Services to display a chart in a SharePoint site.
SharePoint Server 2013, SharePoint Online 2013
SharePoint Status Indicators and Status Lists are no longer available.
Similar features can be used with other applications, such as Excel Services.
If you used SharePoint Status Indicators in SharePoint Server 2010, you can continue to use them in SharePoint Server 2013. If you did not use SharePoint Status Indicators and Status Lists in SharePoint Server 2010 you can use other SharePoint functionality such as Excel Services to create key performance indicators (KPIs).
SharePoint Server 2013, SharePoint Online 2013
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Free… Project Management SharePoint Template (Download! and available on Office 365 today)
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Today’s Agenda
1. Microsoft SharePoint 2013 to manage projects
(includes a free template)
2. Add professional project management
training to SharePoint
3. Collaborative Project Management (free eBook)
4. Microsoft SharePoint or Microsoft Project Server
/ Project Online or both
5. Boundary of the out of the box SharePoint 2013
functionality
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SharePoint Form to Complete a Project Charter
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Yikes – Help – What is a Project Charter?
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Professional Help – Make it One Click Away
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Embed Project Management Training
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Note: Samples taken from IIL’s PM Basics PLUS
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Today’s Agenda
1. Microsoft SharePoint 2013 to manage projects
(includes a free template)
2. Add professional project management training
to SharePoint
3. Collaborative Project Management
(free eBook)
4. Microsoft SharePoint or Microsoft Project Server
/ Project Online or both
5. Boundary of the out of the box SharePoint 2013
functionality
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Collaborative Project Management Guide
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Collaborative Project Management Guide
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Collaborative Project Management Guide
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Collaborative Project Management Guide
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Today’s Agenda
1. Microsoft SharePoint 2013 to manage projects
(includes a free template)
2. Add professional project management training
to SharePoint
3. Collaborative Project Management (free eBook)
4. Microsoft SharePoint or Microsoft
Project Server / Project Online or both
5. Boundary of the out of the box SharePoint 2013
functionality
Project
Level of Complexity
Journey from SharePoint to Project and Portfolio Management
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SharePoint and Project Server Cross-Over
• What tells us to move to Project Server (or the
new Project Online) as the correct solution?
• The customer requirements include some of the
following:– All projects are structured – with a Microsoft® Project
file maintained
– Enterprise Resource Levelling and Management
– Time Sheeting across Divisions or the Enterprise
– Graphical Portfolio Optimization (demand and
portfolio management)
– Inter-project Dependencies
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Project Online
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Today’s Agenda
1. Microsoft SharePoint 2013 to manage projects
(includes a free template)
2. Add professional project management training
to SharePoint
3. Collaborative Project Management (free eBook)
4. Microsoft SharePoint or Microsoft Project Server
/ Project Online or both
5. Boundary of the out of the box
SharePoint 2013 functionality
@BrightWork_
Boundaries or Opportunities to Extend
• Some of the project management capabilities not designed to be included in out of the box SharePoint 20131. KPI’s and Charts (unless you build your own with Excel Services)
2. Project Reporting in one site across many lists, e.g., My Work, Project Status
3. Professional Project Management training embedded
4. Portfolio Reporting, e.g., Projects Status, Late Issues, Risks Occurred
5. Metrics and trend history and charting – single projects and portfolios
6. Templates, e.g., Project Office, Scrum, Agile, IT, Lite, Standard, Structured
7. Best practice / template replication
SharePoint is an awesome platform – and it is designed to be extended!
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BrightWork is- a SharePoint solution
- for the management of projects, portfolios and everyday work
- that is fast and inexpensive to deploy
- and simple to configure and evolve.
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The BrightWork Approach
StartDeliver Immediate
Visibility and Control
EvolveMature Project Management Practices with
Flexibility
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Best Practices (in Templates)
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Today’s Agenda – a Recap
1. Microsoft SharePoint 2013 to manage projects
(includes a free template)
2. Add professional project management training
to SharePoint
3. Collaborative Project Management (free eBook)
4. Microsoft SharePoint or Microsoft Project Server
/ Project Online or both
5. Boundary of the out of the box SharePoint 2013
functionality
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“I still need to more Information”
1. Ask questions now!
2. Try these ideas for yourself … http://www.brightwork.com
3. Call BrightWork to ask your
more specific questions
Connect with BrightWork:
Web www.brightwork.com [email protected] Americas +1-617-357-9000 Ext 701 Europe/Int’l +353-91-514-492
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Next Actions - “We are ready to start”
• Have your Project Office up and running in as little as three to four weeks
• The bundle includes: (i) software; (ii) mentoring / training; and (iii) support– Project scoping, planning and setup and needs definition
– Installation and configuration of the BrightWork plug-in
– Build of 2 templates to manage 2 different project types• Build of templates to include Microsoft Project integration
– 1 project office template for reporting across projects
– Training for “design” staff and also for end users
– 50 end-user licenses of the BrightWork plug-in
– 1 years of support, upgrades and access to training material
• Price - $19,875
Web www.brightwork.com [email protected] Americas: 1-617-357-9000 Ext 701 Europe/Int’l: +353-91-514-492
This price does not include the cost
of the Microsoft products needed.
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Q&A and Feedback
In Live Meeting, click “Q&A”
panel or “Alt Q” to open the
Question Manager
1. Questions
2. Feedback on this webcast
3. Suggestions for future
webcasts
To get more related materials please visit:http://www.brightwork.com
We’d love to hear more detailed
feedback on this webcast
email ... [email protected]
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