SharePoint 2010 for Project Management, 2nd Edition

Workshop 7.2: Maximizing Project Reporting with Web Parts

In this workshop, you will add web parts to the PMIS home page, and you will use web parts to create a project dashboard for the case study project. The project dashboard will provide a graphical display of the baseline and actual schedule of project milestones.

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

Part 1: Updating Web Parts on Your PMIS Home Page

In this part, you will add web parts on your PMIS home page. Here are the steps:

1. Access your PMIS.

2. From the home page, click Site Actions→Edit Page.

3. In the Right section, click “Add a Web Part” (Figure 7-21).

   

   Figure 7-21. Adding a web part

4. In the Add Web Parts page, in the “Lists and Libraries” category, select the Project Tasks web part. (Figure 7-22).

   

   Figure 7-22. Selecting a web part to add

5. Click Add.

6. In the Project Tasks web part, hover over Project Tasks to access the drop-down menu. In that menu, click Edit Web Part (see Figure 7-23).

   

   Figure 7-23. Editing a web part

7. In the Web Part tool pane, under List Views, open the Selected View drop-down menu and select My Tasks (Figure 7-24). Depending on the layout of your page and the size ...