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SharePoint for Project Management

Name: SharePoint for Project Management
Author: Dux Raymond Sy
ISBN: 9780596520144

by Dux Raymond Sy

October 2008

Beginner to intermediate

250 pages

5h 32m

English

O'Reilly Media, Inc.

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A Note Regarding Supplemental Files
Preface
Who Should Read this BookWhat You Need to Best Use this BookMy Assumptions in Writing this BookAdditional ResourcesContents of this BookConventions Used in this BookSafari® Books OnlineWe’d Like to Hear from YouAcknowledgmentsOff You Go
1. Project Kickoff
What Is a PMIS?Deciding to Use a PMISWhat Is SharePoint?Our Case Study: SharePoint Dojo, Inc.Best Practices ChecklistSummary
2. Setting Up the PMIS
How Will You Organize Your PMIS?Using Site TemplatesCreating a SharePoint SiteWorkshop 2.1: Establishing the SharePoint PMIS FoundationPart 1: Create the PMISPart 2: Customize the Site ThemePart 3: Add an Announcement ListPart 4: Display Announcements on the Home PageWorkshop 2.1 DebriefCustomizing the PMISWorkshop 2.2: Refining Your PMISPart 1: Update Quick Launch for Your SitePart 2: Update the Regional Settings of Your SiteWorkshop 2.2 DebriefBest Practices ChecklistSummary
3. Adding PMIS Components
Using SharePoint ListsCreating SharePoint ListsWorkshop 3.1: Creating and Populating ListsPart 1: Create and Populate a Calendar ListPart 2: Create and Populate a Contacts ListPart 3: Create a Risk ListPart 4: Create a Project Tasks ListPart 5: Create and Populate a Custom Resource ListPart 6: Display the New Lists on the Home PageWorkshop 3.1 DebriefUsing LibrariesCreating a Document LibraryPopulating a Document LibraryWorkshop 3.2: Creating and Populating a Document LibraryPart 1: Create a Document LibraryPart 2: Populate a Document LibraryWorkshop 3.2 DebriefOrganizing Project InformationBest Practices ChecklistSummary
4. Adding Stakeholders to the PMIS
Project Communications PlanSite Access in SharePointCreating SharePoint GroupsAdding Site MembersCustomizing PermissionsWorkshop 4.1: Adding Site MembersPart 1: Add Site MembersPart 2: Customize List PermissionsWorkshop 4.1 DebriefBest Practices ChecklistSummary
5. Supporting Team Collaboration
Enabling Document Management SolutionsCheck-Out/Check-InVersion HistoryContent ApprovalDelegating content approvalWorkshop 5.1: Updating a Project DocumentPart 1: Require Check OutPart 2: Check Out and Edit a Document From the Document LibraryPart 3: View All the Changes Made to the DocumentWorkshop 5.1 DebriefFacilitating Team CollaborationWikisDiscussion BoardsDocument WorkspacesCreating a document workspaceTechnique 1—Create the document workspace from an existing SharePoint siteTechnique 2—Create the document workspace from any Microsoft Office 2007 productTechnique 3—Create a document workspace from an existing document libraryUsing SharePoint in Microsoft OfficeWorkshop 5.2: Creating a Document WorkspacePart 1: Open an Existing Document in Microsoft Word 2007Part 2: Create a Document WorkspacePart 3: Add Members to Your Document WorkspacePart 4: Adding Links to Your Document WorkspaceWorkshop 5.2 DebriefBest Practices ChecklistSummary
6. Project Tracking
Tracking Project TasksTracking RisksWorkshop 6.1: Updating the Schedule and Tracking RisksPart 1: Update the Project Tasks ListPart 2: Populate and Update the Project Tasks ListPart 3: Document RisksWorkshop 6.1 DebriefControlling Changes with WorkflowWorkshop 6.2: Creating a Change Control System with Three-State WorkflowPart 1: Create a Custom ListPart 2: Customize the Three-State WorkflowPart 3: Test the WorkflowWorkshop 6.2 DebriefBest Practices ChecklistSummary
7. Project Reporting
Custom ViewsWorkshop 7.1: Creating a Custom ViewWorkshop 7.1 DebriefUsing Web Parts for Interactive ReportingImplementing KPI Web Parts in MOSSWorkshop 7.2: Maximizing Project Reporting with Web PartsPart 1: Update Web Parts on Your PMIS Home PagePart 2: Creating a Project DashboardPart 3: Finalize the DashboardWorkshop 7.2 DebriefSubscribing to AlertsUsing Meeting WorkspacesWorkshop 7.3: Creating a Meeting WorkspaceWorkshop 7.3 DebriefBest Practices ChecklistSummary
8. Integrating PM Tools
Integrating Microsoft Project into SharePointWorkshop 8.1: Using Microsoft ProjectWorkshop 8.1 DebriefUsing Microsoft Excel and SharePointCreating a Custom List from an Existing Excel SpreadsheetExporting an Excel Spreadsheet to SharePoint As a Custom ListSynchronizing Excel Tables with a SharePoint ListWorkshop 8.2: Synchronizing Excel with SharePointPart 1: Creating an Excel TablePart 2: Synchronizing the SharePoint List with ExcelWorkshop 8.2 DebriefBest Practices ChecklistSummary

9. Project Closing
Creating a PMIS TemplateArchiving the PMISWorkshop 9.1: Create a PMIS Site TemplateWorkshop 9.1 DebriefEnsuring Stakeholder Buy-InBest Practices ChecklistSummary
Index
About the Author
Colophon
Copyright

Content preview from SharePoint for Project Management

About the Author

With more than 15 years of experience in Information Technology, Dux Raymond Sy has earned a reputation as among the leading experts in leveraging technology to enhance project management. He is currently a managing partner of Innovative-E, Inc.As a thought leader in maximizing project team collaboration, he is focused on empowering organizations on how to leverage the benefits of collaborative tools with quantifiable goals such as: Increasing productivity and efficiency, decreasing collaboration redundancies and streamlining electronic communications.A sought-after trainer, he has developed and facilitated management and technology training to government organizations, Fortune 500 companies, non-profit institutions in the United States, Bahamas, Barbados, China, the United Kingdom, and the Philippines and regulary writes about project management, SharePoint and globalization at http://www.meetdux.com.

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SharePoint for Project Management

by Dux Raymond Sy

About the Author

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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