SharePoint 2010 for Project Management, 2nd Edition

Workshop 3.1: Creating and Populating Lists

In this workshop, you will continue building your PMIS by creating and populating a calendar list, contacts list, risks list, tasks list, and a custom resource list.

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

Part 1: Creating and Populating a Calendar List

Use the following steps to create a calendar list and populate it with information:

1. Access your PMIS and click Site Actions→More Options.

2. In the Tracking category, click Calendar and click More Options.

3. The New page will be displayed. Enter the following information:

   Name: Project Calendar

   Description: <city> Dojo Project Calendar

4. Click Create.

5. The Project Calendar list will be displayed. Click Calendar Tools→Events→New Event.

6. The New Item page will be displayed (see Figure 3-14). In the Recurrence section, enable the option to make this a repeating event.

7. Enter the following information:

   Title: Status Meeting

   Location: Conference Call

   Start Time: 8:30 A.M.

   End Time: 9:00 A.M.

   Description: Weekly project status meeting

8. In the Recurrence section, select the Weekly option, and enter the following information:

   Weekly

   Recur 1 week(s) on: Tuesday (de-select the day of the week that is selected by default if it is a day other than Tuesday; the default is the same day of the week that you are performing the exercise)

   Start Date: <Today’s date>

   End after: 20 occurrence(s)

   Figure 3-14. New calendar entry

9. Click Save.

10. The calendar will be displayed. Verify that the ...