SharePoint 2010 for Project Management, 2nd Edition

Workshop 2.1: Establishing the SharePoint 2010 PMIS Foundation

In this workshop, you will create a SharePoint 2010 PMIS for the case study project. You are tasked with building a PMIS for managing the opening of a SharePoint Dojo in the city of Cebu, in the Philippines. Feel free to use any city you want as you follow along.

For fields and settings that aren’t mentioned in the workshop steps, accept the default settings.

Part 1: Creating the PMIS

Follow these steps to set up your PMIS:

1. Using Internet Explorer, access any existing SharePoint 2010 site of which you are a member. Make sure that you have the permission to create a subsite.

2. Click Site Actions→New Site.

3. Click the Browse All tab.

4. In the “Select a Template” section, select Blank Site.

5. Click More Options. A page similar to the one shown in Figure 2-6 will be displayed.

   

   Figure 2-6. Update site information

6. Enter the Title, Description, and “URL name”.

7. In the User Permissions section, select the “Use unique permissions” option.

8. In the “Use the top link bar from the parent site?” section, select No.

9. Click Create.

10. The “Set Up Groups for this Site” page will be displayed. Click OK. Once the site has been created, the home page will be displayed.

For now, we will bypass the process of adding site members, but we will address it in detail in the section Adding Site Members in Chapter 4.

Part 2: Customizing the Site Theme

Once your site has been created, ...