SharePoint for Project Management

How to Create a Project Management Information System (PMIS) with SharePoint

By Dux Raymond Sy
October 2008
Pages: 250
ISBN 10: 0-596-52014-X | ISBN 13: 9780596520144
Press Release
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Description

Microsoft SharePoint is perfect for project management, but most companies don't understand it's power. This hands-on book demonstrates how SharePoint can help you organize and manage complex projects -- a decidedly more productive way to use this popular collaboration software. You'll learn how to apply common and practical project management concepts in SharePoint, and build a Project Management Information System (PMIS) that can efficiently coordinate communication and collaboration among team members.
Full Description

"If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you!" -Susan Weese, PgMP, President and Founder, Rhyming Planet

Most companies don't understand SharePoint's power, and use it simply to share documents or spreadsheets. This hands-on book demonstrates how SharePoint can also help you organize and manage complex projects. With SharePoint for Project Management, you'll not only understand how to apply common and practical project management concepts in SharePoint, you'll learn how to build a Project Management Information System (PMIS), customized to your project, that can efficiently coordinate communication and collaboration among team members. With this book, you will:
  • Learn to apply key project management techniques by leveraging SharePoint as a PMIS
  • Track a case study that illustrates the circumstances and processes of an effective SharePoint PMIS
  • Appropriately define access permissions for project stakeholders and team members
  • Centralize project documents and keep track of document history with version control
  • Automate project reporting mechanisms and generate on-demand status reports
  • Track project schedules, control changes, and manage project risks
  • Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook

Each chapter includes activities that let you practice what you learn. Most SharePoint books are either too introductory (for end users), or too technical (for system administrators). SharePoint for Project Management is just what project managers like you need to learn how to harness the organizational abilities of this powerful software.




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Great starting point for PM wishing to create a PMIS - up and running !,  May 11 2009
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Submitted by Carlos Costa   [Respond | View]

If you have Sharepoint in your organization and want to implement a PMIS for your PM people, look no further - great book, lots of examples, and also helps you understand the basics for Sharepoint configuration - you don't have to be a SP guru to use it at the level a PM needs.
There is also a companion site available, with lots of tools and tutorial, good source of additional information. I recommend this book to anyone willing to start a PMIS.


SharePoint Should Be Your PMIS,  March 24 2009
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Submitted by Dare2Share   [Respond | View]

In his book SharePoint for Project Management, Dux Raymond Sy provides an excellent structure for getting your PMIS started using SharePoint. What I liked most about his book was that, at its core, it was really a book about project management and good practices that help to make a project successful. These core concepts do not change, no matter what the project may be. (Come on all you project managers out there – admit it… you create a project plan for everything you do, even if it’s organizing your sock drawer!) By focusing on good project management practices, instead of just SharePoint facts and features, Dux is able to make the book resonate with project managers. As he then steps us through the relevant capabilities in SharePoint, we are able to quickly tie the “how to do it” with the “why to do it”. Of course, you can always try out one of the templates already available for tracking projects, but going through the book is also just a really good SharePoint 101 for those needing an introduction to the technology.


SharePoint for Project management,  December 05 2008
Rating: StarStarStarStarStar
Submitted by Marijn Somers   [Respond | View]

In the previous company I worked (which was also my first) they had this thing called project sites: a specific site created for a specific project. On that site, all shareholders had a login ID. They could collaborate there, read/write documents, form complaints, they had a forum, calendar etc etc...

I really found this way of sharing information with the client very efficient. Everyone knew where to get their documents or post information. I used this a lot, and we did find the solution most helpful.

The concept of having a thing like SharePoint be used for organising your project (or PMIS - Project Management Information Structure to use a fancy word) is certainly not new. However, not many organisations use such tools.

Dux Raymond Sy has written a book about "SharePoint for Project Management" in order to let Project managers know about the existence of such a tool and how to use it. That's right, this book is not written for technical users nor is it a manual for end-users.
This book is really to show to Project Managers how they can use SharePoint to enhance their projects.


Conclusion
This book is really filled with great examples (and a lot of screenshots) on how to use SharePoint as the best place to track all information on your project. So if you are a Project Manager and you want to enhance the quality of your project, be sure to give SharePoint and this book a try.
Even when you are a CIO and want to create a platform to list and do follow-up on all projects, do take a look at this book.

Dux adressess foremost the time you win by using a PMIS, but he also clearly states that more is at stake:
- quality logs
- status reporting
- calendars
- contact information
- ...

To me, this is a very complete book, fun to read with a lot of great examples!
Next to the information on the book, you should also check out http://sp.spforpm.com/ . This website has a lot of additional resources: video's on how you do stuff, templates, a discussion forum and lots of other stuff!

Also make sure you take a look at Dux' blog: meetdux.com !!

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The only "Getting up and going"-book you'll need,  December 04 2008
Rating: StarStarStarStarStar
Submitted by Mathias Karlsson   [Respond | View]

I received the book this Monday morning. And had read it through by Tuesday evening… It is brilliant! Crisp clear instruction, a great balance between explaining background and step-by-step showing how to do it. The very personal language also makes it easy to read and fun.

What I think I like best is the down to earth “I have done this myself” approach. What I mean is, one can really relate to the reasoning and it is based on reality not on fancy theory on how things should be witch makes it very trustworthy. Anyone can start using it straight away.

I didn’t work my way through each and every exercise but a lot of them and based on my experience of SharePoint the rest looks similarly easy to complete.It'll be the x-mas gift from my company to selected a number of key customers and contacts.

Mathias Karlsson, CEO netConzent Consulting AB



Good reference for the more Technically savvy SharePoint Person,  December 02 2008
Rating: StarStarStarStarStar
Submitted by Bryan Reynolds   [Respond | View]

As a SharePoint consultant, a majority of my pain points involve getting the customers to understand the possibilities of SharePoint.
As a more technical person, this book allowed me to look at a Project Management site as a PM would.
This book would be very helpful in proposing, designing and implementing various Project Management sites, mostly due to the understanding of what makes a good process driven Project Management site from a PMP viewpoint.
The "How to" within this book is pretty straightforward, but the big payoff for myself was the understanding of strict adherance to process that Project Managers are fond of.



Dux Raymond Sy photo Actually better than many of the “teach yourself…” style books,  November 25 2008
Rating: StarStarStarStarStar
Submitted by Dux Raymond Sy | O'Reilly Author   [Respond | View]

Before you even start on this book, do not skip the preface. Dux is not setting out to write for low level geeks or developers. In this book, you will not find insights into how to create a custom site definition for a PMO, complete with stapled features, event handlers or Visual Studio based workflows.

Instead this book is more akin to a more focused “Teach yourself SharePoint” type book, combined with a “Project Management 123″ style book.

End-user training books work best when there is a context to the lessons. So whether it is using SharePoint for project management or using SharePoint to help Americans to play the game of cricket, having that unifying theme underneath always makes for a more coherent book helping to explain the rationales for all your actions.

Read the complete review (http://www.cleverworkarounds.com/2008/11/23/book-review-sharepoint-for-project-management/) .


Repackaging of the built in help with a theme,  November 04 2008
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Submitted by d.lo   [Respond | View]

There is no need to purchase this book as about 95% is just repackaged content from the built in help. The "hook" is that it is targeted at project managment. In reality any collaborative effort can be addressed with the tools SharePoint provides. Maybe you can write a whole series of books - "SharePoint for ...". You'd only need to change a small percent of the book each time.

As an example, here is a passage about versioning from the book:

When the version history feature is enabled, a new version of a document will be created
when:
• A list item or file is first created or uploaded. If file check-out is required, the file
must first be checked in in order to create the first version.
• An uploaded file has the same name as an existing file and the “Add as a new version
to existing files” option is selected.
• The properties of a list item or file are changed.
• A file is checked out, changed, and then checked back in. If you or another user
discards the checked-out version, no new version is created.

Here is what the built in help says:

When versioning is enabled, versions are created in the following situations:

- When a list item or file is first created or when a file is uploaded.
Note If file check-out is required, the file must first be checked in, in order to create its first version.

- When a file is uploaded that has the same name as an existing file and the Add as a new version to existing files check box is selected.
- When the properties of a list item or file are changed.
- When a file is opened, edited, and saved. A version is created when you first click Save. This version is updated with the latest changes that you make to the file before closing it.
Note A version is not created every time that you or another user clicks Save, because this would create too many versions.

- When a file is checked out, changed, and then checked back in.
Note If you or another user discards the checked-out version, no version is created.



Great stuff for project leaders/ managers !,  October 27 2008
Rating: StarStarStarStarStar
Submitted by marijnsomers   [Respond | View]

As I am a project leader myself, involved in lots of Project Management, I did use SharePoint as a way to keep all information in 1 place..Definitely a must read for all Project managers and Project Leaders out there!!

This book covers management topics like PMIS, project tracking, stakeholders, reporting,...
On the other hand it also covers the important SharePoint topics (for people that don't know anything about it) like meeting workspaces, how to add users, collaboration, SharePoint groups, alerts,...

This makes the book not really for SharePoint experts, but more for those Project Leaders that want to use a Project Management Information System to better manage their projects, or for the CIO that is looking for a system to put all projects in 1 place.

Great stuff!!


Terrific Book! Great for Project Leaders,  October 26 2008
Rating: StarStarStarStarStar
Submitted by Rob Schneider   [Respond | View]

Explains how to use Microsoft SharePoint as a project management weapon. Pragmatic. Should be required reading for all project managers who lead teams of people doing projects, AND having SharePoint available. This book is not for the technologists. It is for leaders.


Media reviews
"If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you!"
-- Susan Weese, PgMP, President and Founder, Rhyming Planet


"...a 'must read' for those involved in project management who want to know what SharePoint is all about."
-- Paul Culmsee, Clever Workarounds


"Finally, a SharePoint book for the non-techy Project Manager."
-- Joel Oleson, senior architect and consultant, and former SharePoint Server senior technical product manager



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