SharePoint 2010 for Project Management, 2nd Edition

Workshop 6.1: Updating the Schedule and Tracking Risks

In Chapter 3, you created a Project Tasks list and a Project Risks list. In this workshop, you will update, customize, and populate both of these lists with data.

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

Part 1: Updating the Project Tasks List

In this part, you will update the Project Tasks list you created earlier by adding new columns and configuring its view:

1. From your SharePoint PMIS, access the Project Tasks list.

2. Applying what you learned in Chapter 3, create the custom columns using the data given in Table 6-1.

   Table 6-1. Custom columns

   Column name	Type	Required
   Duration	Number	No
   Baseline Start	Date and Time	No
   Baseline Finish	Date and Time	No

1. Rename the Due Date field. Enter the text: Finish Date.

2. On the List Settings page, under Columns, click “Column ordering”. If you do not see the “Column ordering” link, click List in the List Tools tab on the ribbon, access the drop-down menu under Modify View, and select Modify View. The page that loads will let you order the columns by number using drop-down menus. When you have ordered the columns, click OK in either the upper- or lower-right part of the page to save your work.

3. Select the following “Position from Top” values:

   Title: 1

   Duration: 2

   Start Date: 3

   Finish Date: 4

   Baseline Start: 5

   Baseline Finish: 6

   Assigned To: 7

   Task Status: 8

   % Complete: 9

   Description: 10

   Priority: 11

   Make sure the tick boxes beside each column name you wish to display ...