MPA-GTA: 2005 EPM SCHEDULE and ANNOUNCEMENTS Dave D’Silva Vice President MPA-GTA

MPA-GTA: 2005 EPM Jan Config 1 of 3: Planning EPM Feb Config 2 of 3: Deploying EPM Mar Config 3 of 3: Managing EPM Apr SharePoint for EPM May Client App Boot Camp / Tips & Tricks Jun EPM Time Tracking Jul SQL Reporting Services for EPM Aug Customize Project (e.g. Project Guides) Sep Microsoft Project Future Direction Oct OLAP Cubes & Extensions Nov Resource Mgt with Project Server Dec Deployment Methodologies

Slide 3 MPA-GTA: 2005 EPM 2005 Q2 Apr 26 th – Sharepoint for EPM May 19 th – Project Professional Boot Camp June 15 th – Time Tracking for EPM

Slide 4 Microsoft Project Association Microsoft Project Users Group will change to Microsoft Project Association MPA is the Official Industry Association for Microsoft Office Project New and improved web site Online Events Registration New Content Library

Slide 5 MPA-GTA: 2005 EPM And now for our Feature Presentation! Presentation!

Slide 6 MPA-GTA Presents Sharepoint for EPM Brendan Giles, PMP, MCP President MPA-GTA

Slide 7 Objectives The role of Windows Sharepoint Services in an Enterprise Project Management Solution How Project Server and WSS interact to make the EPM solution work What Windows Sharepoint Services has to offer from a Business and Technical perspective To ensure you understand:

Slide 8 WSS EPM Features Supplies Project web sites with: Document storage and retrieval Check-in and check-out functionality Version history Custom metadata Flexible, customizable views

Slide 9 WSS EPM Features Project web sites can have: Event calendars Contacts from Outlook Web links Project Discussions Issues and Risk logs Announcements

Slide 10 WSS EPM Features As the EPM solution grows, support for: Server Farms Load Balancing Clustering Managed Code for a Managed Site.NET

Slide 11 WSS EPM Features Site owners can : Add Web Parts Write Web Parts Provide data access to Web services Provide access to other applications

Sharepoint for EPM Documents, Issues, Risks Create Project Web Sites Publish Plans Slide 12

Slide 13 Web Part and Web Part Pages Web Part A modular unit of information that has a single purpose and forms the basic building block of a Web Part Page. Web Part Page A special type of Web page that consolidates data such as lists and charts, and Web content such as text and images, into a dynamic information portal built around a common task or special interest.

Web Parts and Pages MPUG GTA Sharepoint Site Doc LibraryRisks LogEvents ListLinks List Link to Risks Log Link to Events List Image Discussion Quick Launch Bar Slide 14

A Finished Product The launch bar and the Zones Slide 15

Slide 16 Seven Topics to Cover  Project Server and WSS  Web Parts  Building a WSS Site  Workspaces  End user Administration  WSS Admin Functions  WSS Developer Functions

Slide 17 How Project Server and Windows Sharepoint Services Collaborate Role of Windows Sharepoint Services in Enterprise Project Management Solutions First Topic

Take me to my WSS Project Web Site Home Page! Link to my WSS Project Site Risks or Issues Section in PWA! Slide 18

Administration and Site URLs Slide 19

Select the default EPM Sharepoint Template

Manage Issues on all your projects Slide 21

WSS Functionality Using PWA Slide 22

Risks via PWA

At the Risk of Sounding Repetitive Slide 24

Slide 25 How Web Parts are used to build a Sharepoint Site Second Topic WEB PARTS

WSS Project Home Page Web Parts are the tools used to create a WSS Site Slide 26

Let us take a look at “Documents and Lists” available in this Site Slide 27

Shared Documents Shared Documents Announcements Announcements Contacts Contacts Events Events Issues Issues Links Links Risks Risks General Discussion General Discussion Slide 28

Let us take a look at some Web Parts that we can add to the site Slide 29

Slide 30 Libraries Libraries Document Library Document Library Form Library Form Library Picture Libraries Picture Libraries Lists Lists Link Link Announcements Announcements Contacts List Contacts List Events List Events List

Slide 31 Custom List Custom List In Datasheet In Datasheet Spread Sheet Spread Sheet Discussion Boards Discussion Boards Surveys Surveys Web Pages Web Pages Basic Page Basic Page Web Part Page Web Part Page Sites and Workspaces Sites and Workspaces

Slide 32 How and end user can build a Sharepoint Site Third Topic BUILDING A WEB SITE

Project Team Web Site Design This Site is Proudly Designed by a Project Manager Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Slide 33

Slide 34 Create a Document Library (1)

Slide 35 Create a Document Library (2) We will now be able to create our business specifications using our custom document template We will also add a new field to our web part

Slide 36 Create a Document Library (3) Simply add a new Column

Slide 37 Create a Document Library (4) Lots of Data Types to choose from

Slide 38 Create a Document Library (5) We will use our own Special MPUG Document Template

Slide 39 Create a Document Library (6) Our new Code has been added I have also added a document which now has this functionality

Project Team Web Site Design Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Slide 40

Configure Issues and Risk Logs (1) Documents and Lists will show me a list of all my web parts on this site Slide 41

Configure Issues and Risk Logs (2) Slide 42

Configure Issues and Risk Logs (3) Remember “Modify settings and columns”? We can now add fields to the issue form. Slide 43

Configure Issues and Risk Logs (4) Here is my new field Slide 44

Remember “Modify settings and columns” yet again? We can now add fields to the risk form. Configure Issues and Risk Logs (5) Slide 45

Configure Issues and Risk Logs (6) Here is my new field Slide 46

Project Team Web Site Design Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Create Event Web Part

Add an Events Section (1) We will add it to the Quick launch bar Slide 48

Add an Events Section (2) The Events Form Slide 49

Add an Events Section (3) I have added this to the Front Container Slide 50

Project Team Web Site Design Create a Document Library Configure Issues and Risk Logs Add an Events Section Build a Discussion Create Discussion Web Part Slide 51

Create a Discussion (1) Discussions are very useful for team brainstorming and as a way to reach a decision on a project issue. Slide 52

Create a Discussion (2) The threaded style replaces those endless trails. The permanent record is also kept on your Sharepoint team site! Alerts save you manual monitoring Slide 53

Create a Discussion (3) This is great for busy executives who must still be in the loop Slide 54

Create a Discussion (4) I added a custom field in the usual way with a description. Slide 55

Create a Discussion (5) It is also required Slide 56

Create a Discussion (6) This is my view Slide 57

Create a Discussion (7) Threaded allows multiple trails to show and a record is kept Slide 58

Contacts from Outlook Our Contacts can be imported from Outlook Slide 59

Contacts from Outlook I should have contact information for all of my team members. They should also be able to collaborate on my team site. Slide 60

Slide 61 How to customize the Sharepoint Site Fourth Topic WORKSPACES

Slide 62 Sharepoint Work Spaces Uses Sharepoint Templates Built with Web Parts Out-of-the-box and custom built Integration with Microsoft Office Suite Personal and Shared Workspaces Hierarchical Workspace Structures Business Themes

Sharepoint Work Spaces Create a Shared Workspace from a Template Create Sites and Workspaces Slide 63

Sharepoint Work Spaces Workspace Templates come out-of-the box or can be built Slide 64

Meeting Workspace Slide 65

Event Workspace Slide 66

Conference Workspace Slide 67

Custom Workspace Slide 68

Custom Workspace

Custom Workspace – MPA-GTA.org This is our Events Web Part Slide 72

Slide 73 How the site owner manages her site. Fifth Topic END USER ADMINISTRATION

Let us take a look at Local Sharepoint Site Administration Slide 74

Administration Administration Manage Users Manage Users Manage Sites and Workspaces Manage Sites and Workspaces Configure Site and Workspace Creation Configure Site and Workspace Creation Go to Site Administration Go to Site Administration Customization Customization Change site Title and Description Change site Title and Description Apply Theme to Site Apply Theme to Site Modify Site Content Modify Site Content Manage My Information Manage My Information Update My Information Update My Information My Alerts on this Site My Alerts on this Site View Information about site users View Information about site users Slide 75

Slide 76 Manage Users   Reader - Has read-only access to the Web site.   Contributor - Adds content to existing libraries and lists.   Web Designer - Can create lists and libraries and customize pages.   Administrator - Has full control of the Web site.  Project Managers  Readers  Team Members  Administrators Microsoft Office Project Server WSS Sites Only

Manage Sites and Workspaces Workspaces are managed by the Site Administrator Slide 77

Apply Theme to Site Choose a Colour Scheme Slide 78

My Alerts on this Site Keep Track of Changes to any list or library Slide 79

My Alerts on this Site Choose a Method and a Change Type Slide 80

Slide 81 How the administrator manages sites. Sixth Topic ADMINISTRATOR FUNCTIONS

User Permissions User Permissions Management and Statistics Management and Statistics Site Collection Galleries Site Collection Galleries Site Collection Administration Site Collection Administration Site Administration Slide 82

Slide 83 User Permissions The site owner manages the project team users Sets up groups Manages cross-site groups with other project teams Creates role based access requests Site Administration Management and Statistics Management of usage data Generate Templates from sites e.g. PMO Usage Create web discussions Manage regional settings

Slide 84 Site Collection Galleries Manage web parts, lists and templates Site Administration Site Collection Administration Management site hierarchies Control connections to portal sites

Sharepoint Administrators WSS Administrator functions Slide 85

Sharepoint Administrators Manage Users and Groups Site Usage Reporting Web Parts and Templates Hierarchical Collections of Sites Slide 86

Sharepoint Administrators Slide 87

Sharepoint Administrators Slide 88

Slide 89 Sharepoint Templates for EPM Environments (Project Web Access) Seventh Topic DEVELOPER FUNCTIONS

PWA Templates - Path \Program Files \Common Files \Microsoft Shared \Web Server Extensions \60 \TEMPLATE \1033 \PWA Slide 90

Slide 91 PWA Templates - Folders Doctemp Doctemp  Document Templates (e.g. Word) PWA\ Lists Lists  Web Parts Pages and their XML Schemas XML XML  Used to Store Main XML Documents

Slide 92 PWA Templates Sharepoint Templates for PWA Sharepoint Templates for PWA  Built in XML  Designed by your PMO  Built by your Sharepoint Administrator  Can include your Project document templates  Set you own default WSS template for project sites  Provide the whole package to your project managers  Additional Documentation in the WSS SDK

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