SharePoint for Project Management
How to Create a Project Management Information System (PMIS) with SharePoint
By
Dux Raymond Sy
October 2008
Pages: 250
| Table of Contents
| Colophon
Table of Contents
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Chapter 1 Project Kickoff
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What Is a PMIS?
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Deciding to Use a PMIS
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What Is SharePoint?
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Our Case Study: SharePoint Dojo, Inc.
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Best Practices Checklist
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Summary
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Chapter 2 Setting Up the PMIS
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How Will You Organize Your PMIS?
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Using Site Templates
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Creating a SharePoint Site
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Workshop 2.1: Establishing the SharePoint PMIS Foundation
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Customizing the PMIS
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Workshop 2.2: Refining Your PMIS
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Best Practices Checklist
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Summary
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Chapter 3 Adding PMIS Components
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Using SharePoint Lists
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Creating SharePoint Lists
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Workshop 3.1: Creating and Populating Lists
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Using Libraries
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Creating a Document Library
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Populating a Document Library
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Workshop 3.2: Creating and Populating a Document Library
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Organizing Project Information
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Best Practices Checklist
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Summary
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Chapter 4 Adding Stakeholders to the PMIS
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Project Communications Plan
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Site Access in SharePoint
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Creating SharePoint Groups
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Adding Site Members
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Customizing Permissions
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Workshop 4.1: Adding Site Members
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Best Practices Checklist
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Summary
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Chapter 5 Supporting Team Collaboration
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Enabling Document Management Solutions
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Workshop 5.1: Updating a Project Document
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Facilitating Team Collaboration
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Workshop 5.2: Creating a Document Workspace
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Best Practices Checklist
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Summary
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Chapter 6 Project Tracking
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Tracking Project Tasks
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Tracking Risks
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Workshop 6.1: Updating the Schedule and Tracking Risks
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Controlling Changes with Workflow
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Workshop 6.2: Creating a Change Control System with Three-State
Workflow
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Best Practices Checklist
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Summary
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Chapter 7 Project Reporting
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Custom Views
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Workshop 7.1: Creating a Custom View
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Using Web Parts for Interactive Reporting
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Workshop 7.2: Maximizing Project Reporting with Web Parts
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Subscribing to Alerts
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Using Meeting Workspaces
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Workshop 7.3: Creating a Meeting Workspace
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Best Practices Checklist
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Summary
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Chapter 8 Integrating PM Tools
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Integrating Microsoft Project into SharePoint
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Workshop 8.1: Using Microsoft Project
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Using Microsoft Excel and SharePoint
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Workshop 8.2: Synchronizing Excel with SharePoint
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Best Practices Checklist
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Summary
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Chapter 9 Project Closing
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Creating a PMIS Template
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Archiving the PMIS
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Workshop 9.1: Create a PMIS Site Template
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Best Practices Checklist
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Summary
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Colophon
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