book

Pro Project Management with SharePoint 2010

Name: Pro Project Management with SharePoint 2010
Author: Mark J. Collins
ISBN: 9781430228295

by Mark J. Collins

December 2010

Beginner to intermediate

421 pages

8h 12m

English

Apress

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Copyright
About the Author
About the Technical Reviewer
Acknowledgments
1. Introduction
1.1. About This Book1.2. Prerequisites1.3. Project Management Activities1.3.1. Requirements1.3.2. Implementation1.3.3. Testing1.3.4. Postproduction Phase
I. Requirements
2. Collecting Requirements
2.1. Defining Requirements2.2. Creating a Project Management Site2.3. Defining Functional Areas2.3.1. Defining the Content Type2.3.2. Creating the Functional Areas List2.3.3. Populating the Functional Areas List2.4. Defining the Requirements2.4.1. Adding Custom Site Columns2.4.1.1. Functional Area2.4.1.2. Requirement Type2.4.1.3. Additional Columns2.4.2. Defining the Content Type2.4.3. Creating the Requirements List2.5. Testing the Requirements List2.5.1. Defining the All Items View2.5.2. Adding Requirements2.6. Summary
3. Processing Incoming E-mail
3.1. Incoming E-mails3.1.1. Understanding SharePoint's E-mail Capability3.2. Configuring Incoming E-mail3.2.1. Using Automatic Mode3.2.1.1. Installing the SMTP Server Feature3.2.1.2. Starting the SMTP Service3.2.1.3. Configuring the SMTP Server3.2.1.4. Configuring SharePoint3.2.2. Using Advanced Mode3.3. Configuring an Incoming List3.3.1. Creating the Incoming Requirements Document Library3.3.2. Enabling Incoming E-Mails3.3.3. Handling Attachments3.4. Adding a Workflow3.4.1. Associating the Approval Workflow3.4.2. Testing the Workflow3.4.3. Completing the Initiation Form3.4.4. Completing the Approval Task3.5. Summary
4. Managing Requirements
4.1. Analyzing Requirements4.1.1. Prioritizing Requirements4.1.2. Requirement Dependencies4.2. Adding Factors4.2.1. Using the List Settings Page4.2.2. Adding a Factor4.2.3. Adding Additional Factors4.2.4. Scoring a Requirement4.3. Calculating the Overall Score4.3.1. Adding a Calculated Column4.3.2. Modifying the View4.4. Supporting Non-Negotiable Requirements4.4.1. Adding the Required Flag4.4.2. Modifying the Overall Score Formula4.4.3. Sorting the View4.5. Supporting Dependencies4.5.1. Adding a Lookup Column4.5.2. Adding a Dependency4.6. Summary
5. Supporting Discussions
5.1. Adding the Requirement Discussions List5.1.1. Linking the Related Requirement5.1.2. Handling Deleted Records5.1.3. Adding a Discussion5.1.4. Using the Discussion Feature5.1.5. Choosing the Default View5.2. Combining Lists5.2.1. Adding a Web Part5.2.1.1. Defining the Connection5.2.1.2. Testing the Display Form5.2.2. Creating a New Web Page5.2.2.1. Adding a Page to the SharePoint Site5.2.2.2. Adding a Related List5.3. Using Outlook5.3.1. Configuring the Outlook List5.3.2. Viewing Discussions in Outlook5.3.3. Posting a Reply5.4. Summary

II. Managing Development
6. User Stories
6.1. Defining User Stories6.1.1. Describing User Stories6.1.2. Linking to Requirements6.2. Implementing User Stories in SharePoint6.2.1. Defining Themes6.2.2. Creating New Site Columns6.2.2.1. Defining the Theme Column6.2.2.2. Defining the Story Priority Column6.2.2.3. Defining the Story Points Column6.2.2.4. Defining the Epic Column6.2.2.5. Defining the Story Requirements Column6.2.2.6. Summarizing the Site Columns6.2.3. Creating the User Story Content Type6.2.4. Creating the User Stories List6.2.5. Defining the View6.3. Modifying the New Form6.4. Summary
7. Project Backlog
7.1. Describing Agile Methodology7.1.1. Using Iterations7.1.2. Defining the Project Backlog7.2. Implementing Iterations7.2.1. Defining Iterations7.2.1.1. Adding Site Columns7.2.1.2. Creating the Iteration Content Type7.2.1.3. Creating the Iteration List7.2.2. Assigning an Iteration7.2.2.1. Creating a Site Column7.2.2.2. Modifying a Content Type7.2.2.3. Assigning User Stories7.2.3. Enhancing the Iteration Form7.3. Implementing a Project Backlog7.3.1. Adding User Story Details7.3.1.1. Creating the Story Dependencies Column7.3.1.2. Creating the Story Risk Column7.3.1.3. Creating the Story Ready Column7.3.2. Modifying the User Stories List7.3.3. Creating the Project Backlog View7.3.3.1. Adding a View Filter7.3.3.2. Specifying the Content7.4. Summary
8. Iteration Backlog
8.1. Review8.2. Populating the Iteration Backlog8.2.1. Defining Iteration Tasks8.2.2. Managing Defects8.2.3. Handling Issues8.3. Using the Iteration Backlog8.4. Implementing an Iteration Items List8.4.1. Creating New Site Columns8.4.2. Creating the Content Types8.4.2.1. Creating the Base Content Type8.4.2.2. Creating the Iteration Task Content Type8.4.2.3. Creating the Remaining Content Types8.4.3. Creating the Iteration Items List8.5. Using the Iteration Items List8.5.1. Modifying the Default View8.5.2. Adding Tasks8.5.3. Adding Defects and Issues8.6. Creating the Iteration Backlog8.6.1. Creating an Iteration Backlog View8.6.2. Enhancing the Iteration Form8.7. Summary
9. Burndown Charts
9.1. Review9.2. Using Burndown Charts9.2.1. Understanding a Burndown Chart9.2.2. Using a Project Burndown9.3. Implementing an Iteration Burndown9.3.1. Defining the Iteration Burndown Stats List9.3.1.1. Creating the Iteration Burndown Content Type9.3.1.2. Creating the Iteration Burndown Stats List9.3.2. Creating a Datasheet View9.3.3. Populating the Data9.3.4. Creating Iteration Views9.3.4.1. Modifying the Default View9.3.4.2. Adding New Views9.3.5. Customizing the New Form9.4. Creating a Developer's Portal9.4.1. Creating a Web Part Page9.4.2. Building the Web Page9.4.3. Adding a Chart9.4.3.1. Enabling the Enterprise Features9.4.3.2. Adding the Chart Web Part9.4.3.3. Configuring the Chart Data9.4.3.4. Adding a Connection9.4.4. Displaying the Portal Page9.5. Creating a Project Burndown9.5.1. Collecting Data Points9.5.2. Modifying the Project Backlog View9.5.3. Adding a Project Page9.6. Summary
III. Testing
10. Getting Organized
10.1. Using Document Libraries10.1.1. Creating a Document Library10.1.2. Providing Version History10.1.3. Viewing Library Documents in Office10.1.4. Organizing Documents in Folders10.1.5. Customizing Your Library10.2. Using Calendars10.3. Organizing Links10.4. Putting It All Together10.5. Summary
11. Creating Test Cases
11.1. Glossary11.2. Defining Test Cases11.2.1. Breadth First, Then Depth11.2.2. Nonfunctional Testing11.2.3. Traceability11.2.4. Operation Grid11.2.5. Organizing Test Scenarios11.3. Building a SharePoint Solution11.3.1. Creating a Test Areas List11.3.2. Building a Test Scenarios List11.3.2.1. Adding Site Columns11.3.2.2. Creating a Content Type11.3.2.3. Creating the List11.3.2.4. Adding Test Scenarios11.3.2.5. Using a Datasheet View11.3.3. Building a Test Cases List11.3.3.1. Creating the Site Columns11.3.3.2. Creating the Content Type11.3.3.3. Creating the Test Cases List11.3.3.4. Adding Test Cases11.3.3.5. Creating a Data Entry View11.4. Creating a Test Scenarios Page11.5. Summary
12. Reporting Defects
12.1. Review12.2. Test Cycles12.2.1. Test Items12.2.2. Agile Testing12.2.3. Test Results12.3. Implementing Test Cycles12.3.1. Defining Test Cycles12.3.1.1. Creating the Test Status Site Column12.3.1.2. Creating the Test Cycle Content Type12.3.1.3. Creating the Test Cycles List12.3.1.4. Modifying the Test Cycles Views12.3.1.5. Adding a Test Cycle12.3.2. Defining Test Items12.3.2.1. Creating Additional Site Columns12.3.2.2. Creating the Test Item Content Type12.3.2.3. Creating the Test Items List12.4. Implementing the Test Cycle Workflow12.4.1. Creating a Visual Studio Project12.4.2. Defining the Workflow12.4.3. Implementing the Workflow Logic12.4.4. Deploying and Running the Workflow12.5. Recording the Test Results12.5.1. Adding a Web Part Page12.5.2. Performing the Tests12.6. Generating Defects in the Iteration Backlog12.6.1. Modifying the Iteration Defect Content Type12.6.2. Adding the Workflow Logic12.6.3. Deploying and Running the Workflow12.6.4. Modifying the Iteration Backlog12.7. Summary
13. Testing Metrics
13.1. Review13.2. Using Testing Metrics13.2.1. Progress Metrics13.2.2. Quality Metrics13.2.2.1. Coverage13.2.2.2. Initial Quality13.2.2.3. Defect Removal Effectiveness13.2.3. Analyzing Defect Source13.3. Supporting Testing Metrics13.3.1. Creating Additional Site Columns13.3.1.1. Adding the Defect Properties13.3.1.2. Adding the Totals Columns13.3.1.3. Adding the Calculated Columns13.3.2. Modifying the Lists13.3.2.1. Modifying the Test Items List13.3.2.2. Modifying the Test Cycles List13.3.2.3. Modifying the Iterations List13.4. Computing the Metrics13.4.1. Reusing the Chapter12 Project13.4.2. Implementing the Metric Logic13.4.2.1. Modifying the InProgress Block13.4.2.2. Adding the Completed Block13.4.3. Running the Workflow13.4.4. Creating Another Test Cycle13.5. Adding Defect Source Analysis13.5.1. Creating the Defect Source List13.5.2. Creating a Lookup Column13.5.3. Creating a Group By View13.6. Summary
IV. Postproduction
14. Workflow Tasks
14.1. Understanding Workflows14.1.1. Human-Centric Workflows14.1.2. State Machine Workflows14.1.2.1. Defining the States14.1.2.2. Defining the Workflow Tasks14.1.3. Tasks in SharePoint14.1.3.1. Using the Tasks List14.1.3.2. Understanding the Payload14.2. Designing an Issue-Tracking System14.2.1. Adding an Active State14.2.2. Defining Resolution Types14.3. Creating the SharePoint Objects14.3.1. Designing the Issues List14.3.1.1. Adding Site Columns14.3.1.2. Creating the PM Issue Content Type14.3.1.3. Creating the Issues List14.3.2. Creating the Task Content Types14.3.2.1. Creating the Site Columns14.3.2.2. Modifying the Workflow Task Content Type14.3.2.3. Creating the Content Types14.3.2.4. Adding the Content Types to the Tasks List14.4. Summary
15. State Machine Workflows
15.1. Creating the Workflow Project15.1.1. Configuring the Workflow Project15.1.2. Understanding Workflow States15.1.2.1. Navigation15.1.2.2. Initialization and Finalization15.1.2.3. Substates15.1.2.4. SetState15.1.2.5. Setting Up the Workflow15.1.3. Defining the States15.1.3.1. Initial and Final States15.1.3.2. Adding the Remaining States15.2. Implementing the Event Handlers15.2.1. CreateTask MethodInvoking Event15.2.2. OnTaskChanged Events15.2.2.1. Accessing Extended Properties15.2.2.2. Adding the Event Handlers15.2.3. State Initializers15.2.4. Remaining Events15.2.5. Using a Work Task15.3. Designing the State Initialization15.3.1. Initializing the New State15.3.1.1. Correlation Tokens15.3.1.2. Specifying the Content Type15.3.2. Initializing the Assigned State15.3.2.1. IfElseActivity15.3.2.2. Defining Declarative Rule Conditions15.3.3. Initializing the Active State15.3.4. Initializing the Resolved State15.3.5. Initializing the Waiting State15.4. Designing the Event Handlers15.4.1. Designing the Initial State15.4.2. Designing the New State15.4.3. Designing the Assigned State15.4.3.1. Using the UpdateTask Activity15.4.3.2. Finishing the Assigned State15.4.4. Designing the Active State15.4.5. Designing the Resolved State15.4.6. Designing the Waiting State15.5. Configuring the Workflow15.5.1. Adding an Association Form15.5.2. Using the Association Data15.5.3. Associating the Workflow15.6. Testing the Workflow15.7. Summary
16. Creating Custom Forms
16.1. Creating a Custom Task Form16.1.1. Connecting to SharePoint16.1.2. Modifying the Form Layout16.1.3. Publishing the Form16.1.4. Testing the Custom Form16.2. Creating the Remaining Task Forms16.3. Creating a Custom Issue Form16.3.1. Changing the Control Type16.3.2. Handling Date and Time Picker Controls16.3.3. Handling Person/Group Picker Controls16.3.4. Changing the Labels16.3.5. Testing the Form16.4. Summary
Epilogue

Overview

Many successful project managers are beginning to utilize Microsoft SharePoint to drive their projects and operational initiatives. SharePoint Server provides teams with a centralized location for project information and facilitates collaboration between project team members. The intention of this book is to provide a hands-on case study that you can follow to create a complete project management information system (PMIS) using SharePoint Server 2010.

Each chapter is focused on a typical project management activity and demonstrates techniques that can be used to facilitate that activity. The book covers all project phases from managing requirements, implementation, testing and post production support. By the end of the book you'll have a toolbox full of solutions and plenty of working examples. With these you'll be able to build your own PMIS uniquely suited to your organization.

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